Market Brief 23/07/2024

VIETNAM STOCK MARKET

VN-INDEX

1,231.81

1D -1.82%

YTD 8.84%

HNX

234.60

1D -1.59%

YTD 2.00%

VN30

1,278.67

1D -1.59%

YTD 12.99%

UPCOM

94.40

1D -1.31%

YTD 7.79%

Net Foreign buy (B)

-158.98

1D 0.00%

YTD 0.00%

Total trading value (B)

20,224.61

1D -15.27%

YTD 7.03%

The market fell sharply to close to the 1,230 point mark when selling pressure increased at the end of the session. Banking stocks have simultaneously plummeted, specifically MBB -5.2%, TPB -4.6%, OCB -4.6%, MSB -3.7%, CTG -3.7%, BID -3.6%.

ETF & DERIVATIVES

E1VFVN30

22,430

1D -1.28%

YTD 14.85%

FUEMAV30

15,350

1D -1.41%

YTD 14.13%

FUESSV30

16,060

1D -0.68%

YTD 15.87%

FUESSV50

19,400

1D -1.02%

YTD 14.25%

FUESSVFL

20,850

1D -1.14%

YTD 13.32%

FUEVFVND

32,450

1D -0.58%

YTD 24.66%

FUEVN100

17,600

1D -0.34%

YTD 15.26%

VN30F2408

1,284

1D -1.22%

YTD 0.00%

VN30F2409

1,287

1D -1.09%

YTD 0.00%

VN30F2412

1,288

1D -1.14%

YTD 0.00%

VN30F2503

1,288

1D -1.37%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

39,594.39

1D -0.01%

YTD 18.32%

Shanghai Component

2,915.36

1D -1.65%

YTD -1.58%

Hang Seng

17,469.36

1D -0.94%

YTD 4.06%

Kospi

2,774.29

1D 0.39%

YTD 3.91%

BSE Sensex

80,429.04

1D -0.10%

YTD 11.87%

STI (Singapore)

3,461.16

1D 0.70%

YTD 7.16%

SET (Thái Lan)

1,301.54

1D -1.18%

YTD -9.20%

Brent oil ($/barrel)

82.35

1D -0.22%

YTD 6.91%

Gold ($/ounce)

2,407.65

1D 0.19%

YTD 15.93%

Asia-Pacific markets traded mixed on Tuesday. South Korea’s producer price index in June rose 2.5% year on year, compared to a 2.3% rise in May. Stocks of popular messaging app Kakao dropped 4.63% after an arrest warrant was reportedly issued for founder Brian Kim by South Korean court over allegations of market manipulation.

VIETNAM ECONOMY

Vnibor

4.66%

1D (bps) 6

YTD (bps) 106

Deposit interest 12M

4.60%

YTD (bps) -20

5 year-Gov. Bond

2.39%

1D (bps) -1

YTD (bps) 51

10 year-Gov. Bond

2.72%

1D (bps) -1

YTD (bps) 54

USD/VND

2547700.00%

1D (%) 0.01%

YTD (%) 3.95%

EUR/VND

2836010.00%

1D (%) 0.06%

YTD (%) 3.59%

CNY/VND

355788.00%

1D (%) 0.17%

YTD (%) 2.36%

At the State Bank's Press Conference this morning, Deputy Governor Dao Minh Tu said that bad debt is tending to increase. The NPL (non-performing loan) ratio on the balance sheet has increased to nearly 5%. If we include debts that have the potential to become bad debts and bad debts sold to VAMC,...the NPL ratio is about 6.9%.

SELECTED NEWS

VN30

BANK

VCB

87,500

1D -0.23%

5D -0.46%

Buy Vol. 2,452,294

Sell Vol. 3,025,190

BID

46,000

1D -3.56%

5D -2.44%

Buy Vol. 5,225,475

Sell Vol. 7,667,544

CTG

32,400

1D -3.71%

5D -0.31%

Buy Vol. 15,006,603

Sell Vol. 20,557,392

TCB

23,050

1D -2.54%

5D 1.54%

Buy Vol. 18,845,729

Sell Vol. 23,441,425

VPB

18,400

1D -2.13%

5D -3.16%

Buy Vol. 28,584,641

Sell Vol. 35,275,991

MBB

23,900

1D -5.16%

5D 1.49%

Buy Vol. 81,777,654

Sell Vol. 81,943,884

HDB

25,050

1D -0.99%

5D 1.21%

Buy Vol. 11,039,443

Sell Vol. 15,763,392

TPB

17,750

1D -4.57%

5D -0.56%

Buy Vol. 23,798,182

Sell Vol. 33,529,320

STB

29,000

1D -3.33%

5D -3.01%

Buy Vol. 17,480,833

Sell Vol. 27,865,107

VIB

21,100

1D -1.17%

5D -0.94%

Buy Vol. 7,209,540

Sell Vol. 7,855,118

ACB

24,000

1D -3.03%

5D -0.41%

Buy Vol. 24,597,679

Sell Vol. 27,742,641

SHB

11,000

1D -1.79%

5D -3.49%

Buy Vol. 39,408,332

Sell Vol. 47,760,192

SSB

21,450

1D 1.42%

5D 3.13%

Buy Vol. 4,450,295

Sell Vol. 3,758,510

SSB: In the first 6 months of 2024, SSB's pre-tax profit reached more than VND3,238 billion, an increase of 61% compared to the same period in 2023. In particular, the CASA balance increased significantly, reaching VND20,038 billion, an increase of 59% compared to the same period in 2023.

OIL & GAS

GAS

76,800

1D -0.26%

5D -13.76%

Buy Vol. 1,347,105

Sell Vol. 1,123,232

POW

12,850

1D -4.46%

5D -3.40%

Buy Vol. 23,087,655

Sell Vol. 23,548,899

PLX

45,500

1D -1.83%

5D -0.49%

Buy Vol. 4,445,239

Sell Vol. 5,064,247

PLX: By the end of June 2024, only Petrolimex is selling 0.001s-V diesel nationwide.

VINGROUP

VIC

40,850

1D 0.25%

5D -0.13%

Buy Vol. 2,306,666

Sell Vol. 2,437,005

VHM

37,850

1D -0.13%

5D -0.74%

Buy Vol. 8,505,517

Sell Vol. 10,347,722

VRE

20,050

1D 0.00%

5D -0.30%

Buy Vol. 25,839,249

Sell Vol. 22,784,511

VIC: Vingroup has transferred all shares in VinFa Joint Stock Company.

FOOD & BEVERAGE

VNM

65,900

1D 0.76%

5D -4.05%

Buy Vol. 6,066,583

Sell Vol. 7,175,910

MSN

71,000

1D -1.66%

5D -1.97%

Buy Vol. 5,880,051

Sell Vol. 5,570,574

SAB

54,700

1D -1.80%

5D -2.63%

Buy Vol. 851,625

Sell Vol. 1,208,277

VNM: Foreign investors returned to net buying VNM shares for the second consecutive session with a total net buying value of more than VND114 billion in two sessions.

OTHERS

BCM

66,700

1D -1.48%

5D -6.45%

Buy Vol. 2,036,934

Sell Vol. 2,307,258

BVH

43,500

1D -2.79%

5D 0.47%

Buy Vol. 1,061,184

Sell Vol. 1,476,677

VJC

106,000

1D 0.66%

5D -6.34%

Buy Vol. 979,224

Sell Vol. 1,113,084

FPT

125,500

1D 1.13%

5D -2.50%

Buy Vol. 9,917,996

Sell Vol. 8,577,898

MWG

62,500

1D -4.29%

5D -19.90%

Buy Vol. 13,243,553

Sell Vol. 16,211,174

GVR

30,600

1D -6.56%

5D -1.60%

Buy Vol. 5,573,481

Sell Vol. 6,488,199

SSI

33,850

1D -2.31%

5D -2.28%

Buy Vol. 18,174,331

Sell Vol. 23,320,408

HPG

27,800

1D -0.89%

5D 0.00%

Buy Vol. 23,249,241

Sell Vol. 27,206,780

VJC: Vietjet, Airbus ink deal for 20 A330neo aircraft valued at USD7.4 billion.