Market Brief 31/01/2024
VIETNAM STOCK MARKET
VN-INDEX
1,164.31
1D -1.30%
YTD 2.88%
HNX
229.18
1D -0.64%
YTD -0.35%
VN30
1,166.33
1D -1.30%
YTD 3.07%
UPCOM
87.69
1D -0.18%
YTD 0.13%
Net Foreign buy (B)
1,372.34
1D 0.00%
YTD 0.00%
Total trading value (B)
26,968.61
1D 71.49%
YTD 42.72%
Most industries dropped in today's session, especially securities and industrial services were the rare industries that closed in the green. Notable gaining stocks include FTS +5.6%, MBS +3.2%, DHC +3.9%, MSH +1.6%.
ETF & DERIVATIVES
E1VFVN30
20,190
1D -0.98%
YTD 3.38%
FUEMAV30
13,870
1D -1.28%
YTD 3.12%
FUESSV30
14,400
1D -1.17%
YTD 3.90%
FUESSV50
17,100
1D -0.70%
YTD 0.71%
FUESSVFL
19,470
1D -1.67%
YTD 5.82%
FUEVFVND
27,140
1D -0.80%
YTD 4.26%
FUEVN100
15,900
1D 0.13%
YTD 4.13%
VN30F2402
1,171
1D -1.26%
YTD 0.00%
VN30F2403
1,172
1D -1.18%
YTD 0.00%
VN30F2406
1,168
1D -1.31%
YTD 0.00%
VN30F2409
1,166
1D -1.33%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
36,286.71
1D 0.61%
YTD 8.43%
Shanghai Component
2,788.54
1D -1.48%
YTD -5.87%
Hang Seng
15,485.07
1D -1.39%
YTD -7.76%
Kospi
2,497.09
1D -0.07%
YTD -6.47%
BSE Sensex
71,643.63
1D 0.71%
YTD -0.35%
STI (Singapore)
3,154.62
1D 0.15%
YTD -2.33%
SET (Thái Lan)
1,365.20
1D -0.58%
YTD -4.76%
Brent oil ($/barrel)
82.20
1D -0.54%
YTD 4.26%
Gold ($/ounce)
2,039.46
1D 0.15%
YTD -1.80%
Asian stocks were mixed as traders stayed on guard ahead of the Fed decision. In Japan, though, the Nikkei 225 ended the month with a more than 8% gain, its best January performance since 1998. A summary of opinions from the country's central bank's January meeting showed policymakers looking at the likelihood of a near-term exit from negative interest rates and possible scenarios for phasing out the bank's massive stimulus programme.
VIETNAM ECONOMY
Vnibor
1.06%
1D (bps) 94
YTD (bps) -254
Deposit interest 12M
4.70%
YTD (bps) -10
5 year-Gov. Bond
1.73%
YTD (bps) -15
10 year-Gov. Bond
2.17%
1D (bps) -20
YTD (bps) -1
USD/VND
24,605
1D (%) 0.14%
YTD (%) 0.39%
EUR/VND
27,160
1D (%) -0.07%
YTD (%) -0.79%
CNY/VND
3,474
1D (%) 0.14%
YTD (%) -0.06%
The dollar index has gained 2.1% against a basket of major currencies this month as markets dialled back expectations on the speed and scale of U.S. rate cuts in the face of strong economic data and pushback from central bankers. On the day, the dollar index was up 0.1% to 103.51, just below Monday's 103.82 which matched last week's seven-week high.
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
- In 2023, Vietnam's rice exports to the EU reached a record, exceeding the EVFTA quota;
- The Ministry of Transport said that construction procedures for 19 projects will be completed in 2024;
- Vietnam is ready to welcome a record high number of international visitors;
- Air freight rates increased sharply because of Red Sea tensions;
- Saudi Arabia's real gross domestic product (GDP) shrunk 3.7% in the fourth quarter of 2023;
- China’s C919 maker has sky-high ambitions to grab a piece of the aviation pie from Boeing, Airbus.
VN30
BANK
VCB
88,500
1D -2.75%
5D -2.85%
Buy Vol. 2,373,714
Sell Vol. 2,287,470
BID
47,700
1D -1.55%
5D -2.45%
Buy Vol. 3,122,364
Sell Vol. 3,033,489
CTG
31,600
1D -1.86%
5D -1.25%
Buy Vol. 19,210,271
Sell Vol. 21,645,228
TCB
34,550
1D -1.85%
5D -1.99%
Buy Vol. 8,787,981
Sell Vol. 8,444,573
VPB
19,400
1D -1.52%
5D -1.27%
Buy Vol. 29,515,014
Sell Vol. 44,818,431
MBB
21,750
1D -1.58%
5D -0.68%
Buy Vol. 40,183,239
Sell Vol. 42,327,973
HDB
21,800
1D -0.23%
5D 3.07%
Buy Vol. 7,172,216
Sell Vol. 8,739,312
TPB
17,850
1D -2.46%
5D -2.46%
Buy Vol. 15,833,963
Sell Vol. 17,910,651
STB
29,900
1D -2.61%
5D -2.76%
Buy Vol. 52,458,290
Sell Vol. 61,382,634
VIB
20,750
1D -0.72%
5D -0.48%
Buy Vol. 8,957,295
Sell Vol. 11,172,272
ACB
25,750
1D -0.77%
5D -0.19%
Buy Vol. 21,457,201
Sell Vol. 20,046,008
SHB
11,600
1D -5.69%
5D -4.92%
Buy Vol. 225,558,154
Sell Vol. 220,464,734
SSB
22,900
1D -0.43%
5D -0.87%
Buy Vol. 1,996,749
Sell Vol. 3,559,955
CTG: In the fourth quarter of 2023, Vietinbank's consolidated pre-tax profit reached VND7,699 billion, an increase of 43.4% compared to the fourth quarter of 2022. Total operating income reached VND18,475 billion, up 10.1% over the same period. Meanwhile, operating expenses increased only 0.8% to VND6,304 billion, provision expenses for credit losses decreased 13.3% to VND4,473 billion.
OIL & GAS
GAS
75,400
1D -1.31%
5D -0.44%
Buy Vol. 1,103,828
Sell Vol. 14,106,404
POW
11,350
1D -1.30%
5D -0.14%
Buy Vol. 10,637,045
Sell Vol. 1,223,071
PLX
34,600
1D -0.43%
5D -1.51%
Buy Vol. 917,675
Sell Vol. 4,384,999
PLX: Today's session, foreign investors net bought PLX with a value of VND6.8 billion.
VINGROUP
VIC
42,500
1D -0.47%
5D -2.35%
Buy Vol. 4,080,226
Sell Vol. 12,113,520
VHM
41,500
1D -1.19%
5D -6.26%
Buy Vol. 9,467,026
Sell Vol. 33,544,211
VRE
22,450
1D -4.06%
5D -0.45%
Buy Vol. 26,703,266
Sell Vol. 8,246,681
VHM: Vinhomes' revenue exceeded the VND100,000 billion for the first time, profit reached more than VND33,000 billion, an increase of 14%.
FOOD & BEVERAGE
VNM
67,000
1D 0.15%
5D -2.72%
Buy Vol. 6,369,663
Sell Vol. 4,698,664
MSN
64,400
1D -2.57%
5D -6.63%
Buy Vol. 4,042,303
Sell Vol. 1,707,309
SAB
56,300
1D -1.57%
5D 5.32%
Buy Vol. 1,916,614
Sell Vol. 1,795,594
VNM: Export revenue in the fourth quarter of 2023 increased impressively by nearly 20%.
OTHERS
BCM
65,300
1D 0.00%
5D -0.49%
Buy Vol. 1,522,626
Sell Vol. 795,506
BVH
40,500
1D -1.22%
5D -0.49%
Buy Vol. 743,313
Sell Vol. 795,506
VJC
104,600
1D -0.95%
5D -0.10%
Buy Vol. 844,614
Sell Vol. 1,015,663
FPT
95,700
1D 0.10%
5D 0.74%
Buy Vol. 2,633,279
Sell Vol. 2,885,595
MWG
45,000
1D -0.88%
5D 1.35%
Buy Vol. 12,541,316
Sell Vol. 15,710,487
GVR
22,400
1D -2.40%
5D 7.18%
Buy Vol. 7,177,925
Sell Vol. 7,126,205
SSI
34,400
1D 0.73%
5D 1.18%
Buy Vol. 87,549,468
Sell Vol. 85,609,463
HPG
27,750
1D -0.89%
5D -1.77%
Buy Vol. 36,717,086
Sell Vol. 44,075,107
MWG: Mobile World said that revenue from mobile phones, laptops, washing machines and household appliances decreased by 10%-20%; TVs, tablets and watches decreased by 30%-50% over the same period. However, iPhone sales still recorded positive growth. Thereby, MWG's iPhone market share has increased from 25%-30% in the beginning of the year to about 50% by the end of 2023.
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
Pinetree Securities Corporation
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