Market Brief 02/07/2024
VIETNAM STOCK MARKET
VN-INDEX
1,269.79
1D 1.21%
YTD 12.20%
HNX
240.80
1D 0.94%
YTD 4.70%
VN30
1,296.06
1D 0.82%
YTD 14.53%
UPCOM
97.58
1D 0.29%
YTD 11.42%
Net Foreign buy (B)
-18.69
1D 0.00%
YTD 0.00%
Total trading value (B)
15,691.81
1D 5.41%
YTD -16.96%
The market increased positively thanks to the leadership of the banking group. The trio of state-owned banks including VCB, BID, and CTG increased sharply from the beginning of the morning session. At the end of the session, VCB +2.4% and BID +4.2% contributed more than 5.6 points to VNIndex.
ETF & DERIVATIVES
E1VFVN30
22,600
1D -0.22%
YTD 15.72%
FUEMAV30
15,580
1D 1.17%
YTD 15.84%
FUESSV30
16,100
1D 1.13%
YTD 16.16%
FUESSV50
19,490
1D 0.78%
YTD 14.78%
FUESSVFL
20,590
1D 0.68%
YTD 11.90%
FUEVFVND
32,610
1D 1.15%
YTD 25.28%
FUEVN100
17,530
1D 0.17%
YTD 14.80%
VN30F2407
1,295
1D 0.79%
YTD 0.00%
VN30F2408
1,297
1D 0.84%
YTD 0.00%
VN30F2409
1,300
1D 0.93%
YTD 0.00%
VN30F2412
1,301
1D 0.74%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
40,074.69
1D 1.12%
YTD 19.75%
Shanghai Component
2,997.01
1D 0.08%
YTD 1.17%
Hang Seng
17,769.14
1D 0.29%
YTD 5.84%
Kospi
2,780.86
1D -0.84%
YTD 4.16%
BSE Sensex
79,441.45
1D -0.04%
YTD 10.50%
STI (Singapore)
3,367.90
1D 0.88%
YTD 4.27%
SET (Thái Lan)
1,288.58
1D -0.83%
YTD -10.10%
Brent oil ($/barrel)
87.17
1D 0.44%
YTD 13.17%
Gold ($/ounce)
2,333.50
1D 0.03%
YTD 12.36%
Asia-Pacific markets were mixed on Tuesday. Japan’s Nikkei 225 rose 1.12% to close at a 3-month high. The Japanese yen weakened to as much as 161.67 against the dollar, staying at 38-year lows. The Bank of Japan is likely to cut bond purchases by about USD100 billion in the first year under a quantitative tightening plan to be released this month, according to a Reuters survey.
VIETNAM ECONOMY
Vnibor
4.51%
1D (bps) -35
YTD (bps) 91
Deposit interest 12M
4.60%
YTD (bps) -20
5 year-Gov. Bond
2.38%
YTD (bps) 50
10 year-Gov. Bond
2.73%
1D (bps) -4
YTD (bps) 55
USD/VND
25,465
1D (%) 0.00%
YTD (%) 3.90%
EUR/VND
28,058
1D (%) -0.09%
YTD (%) 2.49%
CNY/VND
357507.00%
1D (%) 0.09%
YTD (%) 2.85%
Today, the State Bank increased the central exchange rate by 1VND compared to yesterday, to 24,253 VND/USD. At some commercial banks, the selling exchange rate also has the same trend. The exchange rate on the "black market" has been stable for 3 consecutive sessions, around 25,900 - 25,980 VND/USD.
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sat, 11/23/24
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
- Real estate business revenue in Ho Chi Minh City increased again;
- Promoting exports through cross-border e-commerce;
- Total import-export turnover of the country reached 336.48 billion USD;
- CNN: Mr. Trump won in the first presidential debate;
- IMF slightly adjusted the US economic growth forecast to 2.6%;
- Chinese automakers are expected to account for 33% of the global market share by 2030.
- SBV net withdrew for the second consecutive month;
- SBV net withdrew for the second consecutive month;
- Vanguard sees Yen drop to 170 if BOJ bond policy disappoints;
- The U.S. Federal Reserve and European Central Bank could move to cut rates in September;
- China to buy another African mine for just USD2.
VN30
BANK
VCB
88,200
1D 2.44%
5D 3.16%
Buy Vol. 5,416,706
Sell Vol. 4,902,644
BID
45,750
1D 4.21%
5D 3.51%
Buy Vol. 6,306,715
Sell Vol. 5,755,939
CTG
32,300
1D 0.94%
5D 2.22%
Buy Vol. 8,661,238
Sell Vol. 12,996,868
TCB
22,900
1D 1.10%
5D -4.58%
Buy Vol. 16,029,397
Sell Vol. 14,944,832
VPB
18,950
1D -0.26%
5D -0.26%
Buy Vol. 29,330,903
Sell Vol. 39,220,233
MBB
22,700
1D 1.11%
5D 0.44%
Buy Vol. 24,118,936
Sell Vol. 22,284,420
HDB
24,100
1D 4.33%
5D 6.64%
Buy Vol. 29,232,759
Sell Vol. 23,306,253
TPB
17,450
1D 0.58%
5D -0.57%
Buy Vol. 6,260,469
Sell Vol. 6,813,419
STB
29,600
1D 1.02%
5D 0.00%
Buy Vol. 12,151,432
Sell Vol. 14,349,809
VIB
21,400
1D 0.94%
5D 0.47%
Buy Vol. 4,692,135
Sell Vol. 4,538,088
ACB
24,050
1D 1.05%
5D 0.00%
Buy Vol. 15,823,397
Sell Vol. 11,682,993
SHB
11,750
1D 1.29%
5D 3.07%
Buy Vol. 54,634,003
Sell Vol. 84,251,815
SSB
20,900
1D 0.24%
5D -1.18%
Buy Vol. 5,277,760
Sell Vol. 5,075,586
HDB: HDBank has just announced the Board of Directors' Resolution on dividend payment in 2023 at a rate of 30%, including 10% in cash and 20% in shares. Accordingly, the closing date is July 15, 2024.
OIL & GAS
GAS
78,200
1D 0.64%
5D -3.33%
Buy Vol. 1,634,999
Sell Vol. 17,744,016
POW
14,500
1D -0.34%
5D 0.85%
Buy Vol. 22,000,082
Sell Vol. 1,600,906
PLX
41,350
1D 1.35%
5D 0.97%
Buy Vol. 1,514,859
Sell Vol. 3,188,031
POW: Total electricity output in 6 months is estimated at 8,574 million kWh, reaching 98% of the plan assigned by PVN and equal to 103% compared to the same period in 2023.
VINGROUP
VIC
41,600
1D 0.60%
5D 0.93%
Buy Vol. 2,527,783
Sell Vol. 10,761,021
VHM
38,150
1D 1.19%
5D 1.88%
Buy Vol. 9,098,197
Sell Vol. 22,793,016
VRE
21,700
1D -0.69%
5D 1.07%
Buy Vol. 18,169,689
Sell Vol. 5,212,903
VRE: In just one month, Vincom Retail has had 3 shopping centers in operation.
FOOD & BEVERAGE
VNM
66,200
1D 0.30%
5D 3.25%
Buy Vol. 3,728,674
Sell Vol. 7,936,722
MSN
76,300
1D 0.39%
5D 0.99%
Buy Vol. 4,180,316
Sell Vol. 1,032,149
SAB
61,200
1D 0.49%
5D 1.27%
Buy Vol. 1,051,602
Sell Vol. 1,392,301
The Vietnam Beer - Alcohol - Beverage Association has sent an official dispatch to the Ministry of Finance commenting on the shocking increase in special consumption tax.
OTHERS
BCM
63,800
1D 1.11%
5D 6.25%
Buy Vol. 1,349,968
Sell Vol. 3,508,710
BVH
47,600
1D 2.59%
5D 6.25%
Buy Vol. 2,612,215
Sell Vol. 3,508,710
VJC
101,000
1D 0.30%
5D -0.59%
Buy Vol. 1,692,502
Sell Vol. 1,348,449
FPT
128,000
1D -0.47%
5D -1.54%
Buy Vol. 14,096,881
Sell Vol. 10,460,805
MWG
66,000
1D 0.30%
5D 7.30%
Buy Vol. 15,979,092
Sell Vol. 15,713,568
GVR
34,600
1D 0.87%
5D 2.98%
Buy Vol. 3,652,599
Sell Vol. 4,073,007
SSI
34,350
1D 1.33%
5D -0.58%
Buy Vol. 12,553,631
Sell Vol. 13,672,385
HPG
28,700
1D 1.23%
5D 0.00%
Buy Vol. 36,088,821
Sell Vol. 41,534,962
MWG: In May, Bach Hoa Xanh chain recorded an average revenue of 2 billion VND/store, up from VND1.8 billion in the first quarter and VND1.9 billion in April. Accumulated revenue is estimated at VND15,800 billion, increased by 42% and contributed more than 29% of total revenue for MWG.
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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