Market Brief 03/04/2024 - Pinetree Securities
Market Brief 03/04/2024
Market brief April 3, 2024

Market Brief 03/04/2024

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Market Brief 03/04/2024

VIETNAM STOCK MARKET

VN-INDEX

1,271.47

1D -1.21%

YTD 12.35%

HNX

243.96

1D -0.79%

YTD 6.07%

VN30

1,274.27

1D -1.40%

YTD 12.60%

UPCOM

91.15

1D -0.27%

YTD 4.08%

Net Foreign buy (B)

-1,270.31

1D 0.00%

YTD 0.00%

Total trading value (B)

31,041.34

1D 0.14%

YTD 64.27%

Strong and continuous net selling by foreign investors caused VNIndex to drop sharply today. Most industries plunged, the most negative being retail and financial services. Chemical stocks, especially the fertilizer group, were the bright spot today when stocks increased simultaneously such as LAS +9.2%, BFC +6.1%, DCM +2.2%, DPM +2%.

ETF & DERIVATIVES

E1VFVN30

22,180

1D -0.09%

YTD 13.57%

FUEMAV30

15,090

1D -1.18%

YTD 12.19%

FUESSV30

15,630

1D -1.57%

YTD 12.77%

FUESSV50

19,100

1D 0.95%

YTD 12.49%

FUESSVFL

20,900

1D -1.79%

YTD 13.59%

FUEVFVND

30,540

1D -1.17%

YTD 17.33%

FUEVN100

17,190

1D -1.38%

YTD 12.57%

VN30F2404

1,272

1D -1.40%

YTD 0.00%

VN30F2405

1,276

1D -1.34%

YTD 0.00%

VN30F2406

1,275

1D -1.41%

YTD 0.00%

VN30F2409

1,275

1D -1.51%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

39,451.85

1D -0.97%

YTD 17.89%

Shanghai Component

3,069.29

1D -0.18%

YTD 3.61%

Hang Seng

16,725.10

1D -1.22%

YTD -0.38%

Kospi

2,706.97

1D -1.68%

YTD 1.39%

BSE Sensex

73,908.68

1D 0.01%

YTD 2.80%

STI (Singapore)

3,223.61

1D -0.74%

YTD -0.20%

SET (Thái Lan)

1,377.64

1D -0.13%

YTD -3.89%

Brent oil ($/barrel)

89.11

1D 0.08%

YTD 13.03%

Gold ($/ounce)

2,270.93

1D -0.32%

YTD 9.35%

Asia-Pacific stocks fell, tracking declines on Wall Street overnight, with shares of electric vehicle makers dropping on demand worries. Besides, investors were also concerned about the level of losses caused by a powerful earthquake in Taiwan early this morning. BYD shares fell 2% after the Chinese EV maker said its first-quarter sales plunged 43% quarter over quarter.

VIETNAM ECONOMY

Vnibor

4.42%

1D (bps) 97

YTD (bps) 82

Deposit interest 12M

4.70%

YTD (bps) -10

5 year-Gov. Bond

2.28%

1D (bps) 20

YTD (bps) 40

10 year-Gov. Bond

2.64%

1D (bps) -8

YTD (bps) 46

USD/VND

25,175

1D (%) 0.26%

YTD (%) 2.71%

EUR/VND

27,748

1D (%) 0.25%

YTD (%) 1.36%

CNY/VND

3,525

1D (%) 0.23%

YTD (%) 1.41%

After breaking through the peak on March 15, 2024, exchange rates at banks continued to set new peaks. Early this afternoon, the listed exchange rate at Vietcombank increased by VND70 in both buying and selling directions compared to yesterday, reaching 24,750 VND/USD (buying) and 25,120 VND/USD (selling). Overall, over the past 3 months, the exchange rate at banks has increased by VND700.

EVENT CALENDAR

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25
26
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Ex-right date Wed, 11/27/24

No event for this day

No event for this day

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No event for this day

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No event for this day

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VN30

BANK

VCB

93,800

1D -0.74%

5D -2.09%

Buy Vol. 2,068,264

Sell Vol. 2,316,590

BID

51,000

1D -1.73%

5D -2.86%

Buy Vol. 2,564,390

Sell Vol. 2,758,875

CTG

34,050

1D -2.71%

5D -4.08%

Buy Vol. 13,483,983

Sell Vol. 18,856,422

TCB

46,800

1D -1.78%

5D 2.74%

Buy Vol. 13,657,392

Sell Vol. 19,779,288

VPB

19,350

1D -1.02%

5D -1.28%

Buy Vol. 30,926,139

Sell Vol. 33,731,289

MBB

24,200

1D -2.42%

5D -4.35%

Buy Vol. 36,704,448

Sell Vol. 35,256,094

HDB

23,400

1D -2.09%

5D -3.11%

Buy Vol. 9,483,577

Sell Vol. 9,537,788

TPB

18,500

1D -1.86%

5D -3.65%

Buy Vol. 13,082,800

Sell Vol. 21,676,303

STB

30,100

1D -0.33%

5D -2.59%

Buy Vol. 46,194,580

Sell Vol. 50,131,891

VIB

23,550

1D -2.28%

5D -2.69%

Buy Vol. 13,353,285

Sell Vol. 12,954,548

ACB

28,000

1D -1.41%

5D 0.00%

Buy Vol. 15,364,651

Sell Vol. 22,880,986

SHB

11,250

1D -1.32%

5D -2.17%

Buy Vol. 47,890,817

Sell Vol. 49,390,876

SSB

22,000

1D -0.23%

5D -0.90%

Buy Vol. 2,959,813

Sell Vol. 3,432,964

VPB: In the draft report submitted to the General Meeting of Shareholders, VPB sets a consolidated pre-tax profit target of VND23,165 billion in 2024, an increase of 114% compared to 2023. Of which, the parent bank is expected to contribute VND20,709 billion; VPBankS is expected to contribute VND1,902 billion and OPES is expected to contribute VND873 billion to total profit.

OIL & GAS

GAS

81,800

1D -0.85%

5D -0.44%

Buy Vol. 2,670,042

Sell Vol. 21,064,175

POW

11,400

1D -1.30%

5D -1.05%

Buy Vol. 13,415,658

Sell Vol. 2,677,904

PLX

37,600

1D -0.79%

5D 1.49%

Buy Vol. 1,669,689

Sell Vol. 7,567,764

GAS: The Block-B O Mon Gas Project has a total investment of about USD1,277 billion, of which PV GAS contributes up to 51%.

VINGROUP

VIC

47,750

1D -0.10%

5D 1.41%

Buy Vol. 5,896,724

Sell Vol. 22,682,376

VHM

43,100

1D -0.12%

5D -1.73%

Buy Vol. 16,441,044

Sell Vol. 14,137,765

VRE

25,500

1D -0.20%

5D -1.48%

Buy Vol. 13,154,788

Sell Vol. 7,847,438

VHM: In 2024, Vinhomes sets a revenue target of VND120,000 billion, an increase of 16% and profit after tax of VND35,000 billion, an increase of more than 4% compared to 2023.

FOOD & BEVERAGE

VNM

66,700

1D -0.89%

5D -2.65%

Buy Vol. 8,306,818

Sell Vol. 9,272,629

MSN

73,400

1D -1.48%

5D -2.61%

Buy Vol. 8,618,306

Sell Vol. 2,541,373

SAB

56,000

1D -0.71%

5D -1.23%

Buy Vol. 2,314,793

Sell Vol. 2,138,542

MSN: Masan expects the consumer business to be positive again thanks to the recovery of the Vietnamese consumer market.

OTHERS

BCM

64,400

1D -1.53%

5D -2.31%

Buy Vol. 1,148,417

Sell Vol. 791,668

BVH

42,300

1D -0.24%

5D -2.31%

Buy Vol. 511,939

Sell Vol. 791,668

VJC

102,200

1D -0.78%

5D -0.78%

Buy Vol. 1,030,797

Sell Vol. 1,178,675

FPT

115,100

1D -1.62%

5D -0.09%

Buy Vol. 4,290,712

Sell Vol. 4,305,338

MWG

50,200

1D -2.71%

5D -0.99%

Buy Vol. 22,050,710

Sell Vol. 21,902,082

GVR

34,250

1D -2.84%

5D 2.54%

Buy Vol. 7,235,934

Sell Vol. 8,393,933

SSI

38,050

1D -2.19%

5D -1.17%

Buy Vol. 42,972,024

Sell Vol. 49,766,540

HPG

29,950

1D -1.48%

5D -2.12%

Buy Vol. 33,802,398

Sell Vol. 41,286,203

SSI: SSI plans to present to the general meeting of shareholders a business plan with revenue of VND8,112 billion and pre-tax profit of VND3,398 billion, growth of 11% and 19%, respectively.

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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