Market brief 29/12/2023
VIETNAM STOCK MARKET
VN-INDEX
1,129.93
1D 0.09%
YTD 12.20%
HNX
231.04
1D -0.13%
YTD 12.54%
VN30
1,131.46
1D 0.26%
YTD 12.56%
UPCOM
87.04
1D 0.08%
YTD 21.48%
Net Foreign buy (B)
361.94
1D 0.00%
YTD 0.00%
Total trading value (B)
18,110.72
1D 4.67%
YTD 110.20%
The market ended the final session of 2023 quite positively. VNIndex has increased sharply since opening this morning. Although the index weakened in the ATC session, it still closed the last session of the year in green. Some outstanding stocks were GVR (+4.4%), HDB (+4.9%), VPB (+2.1%).
ETF & DERIVATIVES
E1VFVN30
19,430
1D 0.00%
YTD 12.12%
FUEMAV30
13,490
1D 0.75%
YTD 13.17%
FUESSV30
13,970
1D 1.16%
YTD 11.94%
FUESSV50
16,700
1D 0.60%
YTD 18.86%
FUESSVFL
18,450
1D 1.15%
YTD 28.57%
FUEVFVND
26,440
1D 2.16%
YTD 18.04%
FUEVN100
15,330
1D 0.26%
YTD 18.38%
VN30F2401
1,135
1D 0.15%
YTD 0.00%
VN30F2402
1,136
1D 0.44%
YTD 0.00%
VN30F2403
1,135
1D 0.15%
YTD 0.00%
VN30F2406
1,130
1D 0.20%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
33,464.17
1D -0.22%
YTD 28.24%
Shanghai Component
2,974.93
1D 0.68%
YTD -3.70%
Hang Seng
17,047.39
1D 0.02%
YTD -13.82%
Kospi
2,655.28
1D 0.00%
YTD 18.73%
BSE Sensex
72,191.28
1D -0.30%
YTD 18.66%
STI (Singapore)
3,237.46
1D 0.72%
YTD -0.43%
SET (Thái Lan)
1,415.85
1D 0.00%
YTD -15.24%
Brent oil ($/barrel)
77.94
1D -0.76%
YTD -9.28%
Gold ($/ounce)
2,068.55
1D -0.40%
YTD 13.27%
Some Asian markets closed for the New Year holiday from today such as Korea and Thailand. Elsewhere, Asian stock indexes mostly rose on the last trading day of the year on expectations of a positive new year. The Nikkei 225 index had almost the best performance in Asia, up more than 28% this year.
VIETNAM ECONOMY
Vnibor
3.60%
1D (bps) 281
YTD (bps) -137
Deposit interest 12M
4.80%
YTD (bps) -260
5 year-Gov. Bond
1.88%
1D (bps) -1
YTD (bps) -291
10 year-Gov. Bond
2.18%
1D (bps) -4
YTD (bps) -272
USD/VND
24,430
1D (%) -0.02%
YTD (%) 2.82%
EUR/VND
27,537
1D (%) -0.29%
YTD (%) 7.32%
CNY/VND
3,480
1D (%) -0.32%
YTD (%) -0.14%
Overnight interbank interest rates increased sharply in the context of credit growth showing a breakthrough in the final weeks of 2023. Since 2014 until now (excluding 2020), interbank interest rates tend to increase in the last month of the year, and often continue into the first quarter of the following year, at the same time credit growth also reaches the highest speed.
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
SELECTED NEWS
- GDP expands 5.05% in 2023;
- Draft amendment to Circular 16: Many important changes related to banks buying and selling corporate bonds;
- Total insurance premium revenue in 2023 is estimated to reach VND211,187 billion;
- Talk of a soft landing for the U.S. economy has investors dreaming of a 1990s-style boom soon afterward;
- Fitch Ratings: Default rates to rise in U.S. and Europe in 2024;
- The New York Times sued OpenAI and Microsoft for copyright infringement.
VN30
BANK
VCB
80,300
1D -3.02%
5D -0.74%
Buy Vol. 2,294,791
Sell Vol. 3,755,033
BID
43,400
1D 1.64%
5D 2.24%
Buy Vol. 2,933,588
Sell Vol. 1,567,992
CTG
27,100
1D 0.00%
5D 2.46%
Buy Vol. 13,766,245
Sell Vol. 8,678,080
TCB
31,800
1D 0.95%
5D 3.92%
Buy Vol. 13,175,672
Sell Vol. 8,611,286
VPB
19,200
1D 2.13%
5D 5.79%
Buy Vol. 26,849,968
Sell Vol. 30,284,515
MBB
18,650
1D 0.54%
5D 1.91%
Buy Vol. 27,599,761
Sell Vol. 25,887,709
HDB
20,300
1D 4.91%
5D 7.12%
Buy Vol. 20,170,548
Sell Vol. 17,330,010
TPB
17,400
1D 0.58%
5D 2.96%
Buy Vol. 6,617,175
Sell Vol. 9,931,722
STB
27,950
1D 1.27%
5D 2.76%
Buy Vol. 33,916,688
Sell Vol. 34,535,149
VIB
19,600
1D -0.25%
5D 4.53%
Buy Vol. 16,416,242
Sell Vol. 16,388,555
ACB
23,900
1D 0.63%
5D 3.02%
Buy Vol. 18,631,237
Sell Vol. 18,915,210
SHB
10,800
1D 0.00%
5D 0.93%
Buy Vol. 28,339,390
Sell Vol. 34,144,452
SSB
23,900
1D 1.06%
5D 5.75%
Buy Vol. 1,377,399
Sell Vol. 2,799,045
According to a report from the General Statistics Office, the economy's credit growth reached 11.09% (at the same time in 2022, the growth rate is 12.87%). Previously, SBV said that the outstanding credit balance of the entire system as of mid-December was still growing slowly, far from the yearly target. Specifically, as of December 13, credit increased by 9.87% compared to the end of 2022, much lower than the same period last year.
OIL & GAS
GAS
75,500
1D -0.66%
5D 0.00%
Buy Vol. 1,731,954
Sell Vol. 12,469,812
POW
11,250
1D 0.00%
5D 2.07%
Buy Vol. 14,019,231
Sell Vol. 1,499,369
PLX
34,500
1D 0.00%
5D 3.36%
Buy Vol. 1,170,679
Sell Vol. 5,910,686
POW: The management board said that electricity output in 2023 has reached about 14.97 billion kWh, reaching 96% of the plan and accounting for 64% of PVN Group's total electricity output.
VINGROUP
VIC
44,600
1D 0.34%
5D 7.20%
Buy Vol. 3,088,034
Sell Vol. 13,249,389
VHM
43,200
1D -1.14%
5D 1.53%
Buy Vol. 8,758,848
Sell Vol. 8,547,919
VRE
23,300
1D -0.85%
5D 0.75%
Buy Vol. 6,183,681
Sell Vol. 4,889,540
VIC: VinFast VF 8 ranked top 1 in the test of operating range efficiency, far surpassing many famous electric cars from Mercedes and BMW.
FOOD & BEVERAGE
VNM
67,600
1D -1.31%
5D 6.35%
Buy Vol. 3,531,770
Sell Vol. 4,986,367
MSN
67,000
1D 0.00%
5D 2.44%
Buy Vol. 3,836,544
Sell Vol. 2,559,952
SAB
63,000
1D 1.29%
5D 1.78%
Buy Vol. 2,669,508
Sell Vol. 1,116,645
Foreign investors continued to net sell VNM shares with a value of VND60 billion, in contrast to the net buying of the entire market in the past 2 sessions.
OTHERS
BCM
62,900
1D 0.32%
5D 1.54%
Buy Vol. 1,056,302
Sell Vol. 868,627
BVH
39,500
1D -0.25%
5D 1.54%
Buy Vol. 742,836
Sell Vol. 868,627
VJC
108,000
1D 0.00%
5D 1.69%
Buy Vol. 2,754,946
Sell Vol. 2,287,492
FPT
96,100
1D -0.52%
5D 1.59%
Buy Vol. 3,471,630
Sell Vol. 3,913,462
MWG
42,800
1D -0.58%
5D 1.06%
Buy Vol. 7,559,300
Sell Vol. 11,491,482
GVR
21,200
1D 4.43%
5D 4.69%
Buy Vol. 12,748,019
Sell Vol. 11,546,526
SSI
32,800
1D -0.61%
5D 1.39%
Buy Vol. 25,282,525
Sell Vol. 30,513,052
HPG
27,950
1D 0.00%
5D 3.33%
Buy Vol. 41,539,280
Sell Vol. 47,572,733
BVH: On December 28, BVH announced to start paying dividends in cash at a rate of 9.54%, equivalent to each share receiving VND954. With more than 742 million outstanding shares, Bao Viet will spend more than VND708 billion to pay dividends to existing shareholders.
Market by numbers
TOP MOST TRADED TICKERS (VOLUME - IN MILLION)
FOREIGN NET FLOW 10 NEAREST SESSIONS (BILLION VND)
TOP INCREASES 3 CONSECUTIVE SESSIONS
TOP DECREASES 3 CONSECUTIVE SESSIONS
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