Market Brief 24/07/2024

VIETNAM STOCK MARKET

VN-INDEX

1,238.47

1D 0.54%

YTD 9.43%

HNX

236.17

1D 0.67%

YTD 2.69%

VN30

1,280.51

1D 0.14%

YTD 13.16%

UPCOM

94.53

1D 0.14%

YTD 7.94%

Net Foreign buy (B)

288.98

1D 0.00%

YTD 0.00%

Total trading value (B)

19,983.79

1D -1.19%

YTD 5.75%

The market has recovered after 3 consecutive sessions of decline, but liquidity is still low. Chemicals, fertilizers and rubber groups all prospered with the two most prominent stocks, GVR and CSV, both hitting the ceiling. Retail stocks were the most negative group, specifically DGW -5.5%, MWG -1.8%.

ETF & DERIVATIVES

E1VFVN30

22,310

1D -0.53%

YTD 14.23%

FUEMAV30

15,350

1D 0.00%

YTD 14.13%

FUESSV30

15,960

1D -0.62%

YTD 15.15%

FUESSV50

19,310

1D -0.46%

YTD 13.72%

FUESSVFL

20,650

1D -0.96%

YTD 12.23%

FUEVFVND

32,450

1D 0.00%

YTD 24.66%

FUEVN100

17,300

1D -1.70%

YTD 13.29%

VN30F2408

1,284

1D -0.05%

YTD 0.00%

VN30F2409

1,286

1D -0.08%

YTD 0.00%

VN30F2412

1,287

1D -0.08%

YTD 0.00%

VN30F2503

1,288

1D 0.05%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

39,154.85

1D -1.11%

YTD 17.01%

Shanghai Component

2,901.95

1D -0.46%

YTD -2.04%

Hang Seng

17,311.05

1D -0.91%

YTD 3.11%

Kospi

2,758.71

1D -0.56%

YTD 3.33%

BSE Sensex

80,148.88

1D -0.35%

YTD 11.48%

STI (Singapore)

3,460.82

1D -0.01%

YTD 7.15%

SET (Thái Lan)

1,298.08

1D -0.27%

YTD -9.44%

Brent oil ($/barrel)

81.66

1D 0.48%

YTD 6.02%

Gold ($/ounce)

2,413.07

1D 0.22%

YTD 16.19%

Asia-Pacific markets fell Wednesday as traders assessed July business activity data from Japan and Australia, and tech earnings from the U.S. Japan’s Nikkei 225 dropped to close at 39,154.85, marking a one-month low. Japan’s composite purchasing managers’ index for July was at 52.6, up from 49.7 in June.

VIETNAM ECONOMY

Vnibor

4.66%

YTD (bps) 106

Deposit interest 12M

4.60%

YTD (bps) -20

5 year-Gov. Bond

2.45%

1D (bps) 6

YTD (bps) 57

10 year-Gov. Bond

2.77%

1D (bps) 5

YTD (bps) 59

USD/VND

2547700.00%

1D (%) 0.00%

YTD (%) 3.95%

EUR/VND

2828152.00%

1D (%) 0.03%

YTD (%) 3.31%

CNY/VND

356136.00%

1D (%) 0.12%

YTD (%) 2.46%

This mornig, the price of gold rings decreased slightly by 50,000 - 100,000 VND/tael compared to yesterday. Currently, the selling price is still above 77 million VND/tael. SJC gold price did not fluctuate when buying at 77.5 million VND/tael and selling at 79.5 million VND/tael.

SELECTED NEWS

VN30

BANK

VCB

87,500

1D 0.00%

5D -0.57%

Buy Vol. 2,536,029

Sell Vol. 2,970,294

BID

46,100

1D 0.22%

5D -3.96%

Buy Vol. 5,995,660

Sell Vol. 4,284,667

CTG

32,200

1D -0.62%

5D -2.42%

Buy Vol. 20,408,415

Sell Vol. 22,562,996

TCB

23,000

1D -0.22%

5D -2.95%

Buy Vol. 18,323,953

Sell Vol. 18,405,850

VPB

18,500

1D 0.54%

5D -2.63%

Buy Vol. 28,557,145

Sell Vol. 26,108,232

MBB

23,950

1D 0.21%

5D -2.24%

Buy Vol. 53,770,666

Sell Vol. 45,011,732

HDB

25,050

1D 0.00%

5D -0.60%

Buy Vol. 14,187,287

Sell Vol. 12,796,039

TPB

17,950

1D 1.13%

5D 0.56%

Buy Vol. 33,248,303

Sell Vol. 27,192,177

STB

29,200

1D 0.69%

5D -3.95%

Buy Vol. 27,113,597

Sell Vol. 21,201,134

VIB

21,000

1D -0.47%

5D -2.78%

Buy Vol. 6,238,266

Sell Vol. 7,065,001

ACB

24,200

1D 0.83%

5D -1.22%

Buy Vol. 22,736,415

Sell Vol. 19,870,880

SHB

11,100

1D 0.91%

5D -2.20%

Buy Vol. 36,774,509

Sell Vol. 39,350,220

SSB

21,950

1D 2.33%

5D 5.53%

Buy Vol. 3,645,984

Sell Vol. 5,254,549

VPB: Chairman of the Board of Directors Ngo Chi Dung and a group of related shareholders increased their ownership ratio at VPBank from more than 14% at the end of 2023 to nearly 34% as of July 19.

OIL & GAS

GAS

77,000

1D 0.26%

5D -5.04%

Buy Vol. 2,147,795

Sell Vol. 1,606,699

POW

13,200

1D 2.72%

5D 3.33%

Buy Vol. 32,654,124

Sell Vol. 22,667,425

PLX

46,500

1D 2.20%

5D 0.74%

Buy Vol. 6,123,841

Sell Vol. 5,220,071

Vietnam plans to import 4.5 million tons of petroleum in the second half of 2024.

VINGROUP

VIC

40,900

1D 0.12%

5D 1.47%

Buy Vol. 2,827,480

Sell Vol. 3,492,940

VHM

37,850

1D 0.00%

5D 2.03%

Buy Vol. 7,757,476

Sell Vol. 9,289,134

VRE

20,150

1D 0.50%

5D -0.15%

Buy Vol. 13,115,151

Sell Vol. 14,365,745

VRE: In the first 6 months of 2024, VRE's net revenue reached VND4,733 billion, profit after tax reached VND2,104 billion, up 15% and 4% over the same period, respectively.

FOOD & BEVERAGE

VNM

65,600

1D -0.46%

5D -0.42%

Buy Vol. 5,966,637

Sell Vol. 6,370,062

MSN

71,500

1D 0.70%

5D 1.11%

Buy Vol. 6,334,155

Sell Vol. 5,987,119

SAB

54,600

1D -0.18%

5D -0.74%

Buy Vol. 795,244

Sell Vol. 880,463

VNM: Foreign investors returned to net buying VNM shares for the third consecutive session with a total net buying value of more than VND196 billion in three sessions.

OTHERS

BCM

66,900

1D 0.30%

5D -8.51%

Buy Vol. 1,826,265

Sell Vol. 1,705,426

BVH

42,450

1D -2.41%

5D 2.27%

Buy Vol. 2,437,762

Sell Vol. 2,510,136

VJC

107,900

1D 1.79%

5D -4.47%

Buy Vol. 1,173,924

Sell Vol. 1,456,826

FPT

126,000

1D 0.40%

5D -3.31%

Buy Vol. 7,463,664

Sell Vol. 6,890,003

MWG

61,400

1D -1.76%

5D -8.02%

Buy Vol. 24,697,918

Sell Vol. 25,948,684

GVR

32,700

1D 6.86%

5D -3.66%

Buy Vol. 12,681,328

Sell Vol. 6,624,483

SSI

32,900

1D -2.81%

5D -1.77%

Buy Vol. 38,525,414

Sell Vol. 38,387,297

HPG

27,700

1D -0.36%

5D 0.00%

Buy Vol. 37,186,567

Sell Vol. 37,361,019

GVR: Thanks to the surge at the end of the session, GVR has become the gaining stock with the most influence on VNIndex today.