Market Brief 25/07/2024

VIETNAM STOCK MARKET

VN-INDEX

1,233.19

1D -0.43%

YTD 8.97%

HNX

235.25

1D -0.39%

YTD 2.29%

VN30

1,272.18

1D -0.65%

YTD 12.42%

UPCOM

94.51

1D -0.02%

YTD 7.91%

Net Foreign buy (B)

-472.70

1D 0.00%

YTD 0.00%

Total trading value (B)

12,927.87

1D -35.31%

YTD -31.59%

Following the negative performance of US stocks last night, the Vietnamese market was under selling pressure from the beginning of the morning session, focusing on VN30 stocks, especially banking stocks. VIC shares increased by 1.7%, unexpectedly becoming a pillar for the market today.

ETF & DERIVATIVES

E1VFVN30

22,260

1D -0.22%

YTD 13.98%

FUEMAV30

15,290

1D -0.39%

YTD 13.68%

FUESSV30

15,840

1D -0.75%

YTD 14.29%

FUESSV50

19,170

1D -0.73%

YTD 12.90%

FUESSVFL

20,440

1D -1.02%

YTD 11.09%

FUEVFVND

32,300

1D -0.46%

YTD 24.09%

FUEVN100

17,340

1D 0.23%

YTD 13.56%

VN30F2408

1,277

1D -0.54%

YTD 0.00%

VN30F2409

1,277

1D -0.73%

YTD 0.00%

VN30F2412

1,279

1D -0.61%

YTD 0.00%

VN30F2503

1,282

1D -0.50%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

37,869.51

1D -3.28%

YTD 13.16%

Shanghai Component

2,886.74

1D -0.52%

YTD -2.55%

Hang Seng

17,021.91

1D -1.67%

YTD 1.39%

Kospi

2,710.65

1D -1.74%

YTD 1.53%

BSE Sensex

80,084.76

1D -0.08%

YTD 11.40%

STI (Singapore)

3,430.45

1D -0.88%

YTD 6.21%

SET (Thái Lan)

1,291.58

1D -0.50%

YTD -9.89%

Brent oil ($/barrel)

80.38

1D -1.14%

YTD 4.36%

Gold ($/ounce)

2,373.70

1D -0.17%

YTD 14.30%

Japan’s Nikkei 225 marked its seventh straight day of losses to plunge 3.28%, leading declines among Asian indexes as the region saw a broad sell-off after Wall Street tumbled overnight. Reuters reported that the Bank of Japan is expected to discuss a rate hike at its monetary policy meeting next week on July 30 and 31, as well as detailing a plan to halve its bond buying.

VIETNAM ECONOMY

Vnibor

4.80%

1D (bps) 14

YTD (bps) 120

Deposit interest 12M

4.60%

YTD (bps) -20

5 year-Gov. Bond

2.28%

1D (bps) -17

YTD (bps) 40

10 year-Gov. Bond

2.76%

1D (bps) -1

YTD (bps) 58

USD/VND

2547800.00%

1D (%) 0.00%

YTD (%) 3.95%

EUR/VND

2825214.00%

1D (%) 0.05%

YTD (%) 3.20%

CNY/VND

356598.00%

1D (%) 0.17%

YTD (%) 2.59%

Since the beginning of July, many banks have simultaneously increased the savings interest rates for many terms. According to data from WiChart, the 12-month deposit interest rate of the group of joint-stock commercial banks (including MB, ACB, TCB and VPB) has increased by 0.2 percentage points compared to the bottom, to 4.55%/year, while the interest rate of the group of smaller commercial banks has also increased by 0.2 percentage points to 4.72%/year.

SELECTED NEWS

VN30

BANK

VCB

87,300

1D -0.23%

5D -0.80%

Buy Vol. 1,525,955

Sell Vol. 1,933,265

BID

46,000

1D -0.22%

5D -5.15%

Buy Vol. 3,513,914

Sell Vol. 2,849,259

CTG

31,550

1D -2.02%

5D -5.68%

Buy Vol. 15,319,384

Sell Vol. 11,974,741

TCB

22,750

1D -1.09%

5D -4.01%

Buy Vol. 16,532,008

Sell Vol. 13,941,726

VPB

18,350

1D -0.81%

5D -3.67%

Buy Vol. 20,211,487

Sell Vol. 24,724,270

MBB

23,950

1D 0.00%

5D -3.82%

Buy Vol. 44,007,624

Sell Vol. 33,957,722

HDB

25,050

1D 0.00%

5D -0.20%

Buy Vol. 9,012,758

Sell Vol. 9,473,419

TPB

17,800

1D -0.84%

5D -1.11%

Buy Vol. 18,721,802

Sell Vol. 16,340,001

STB

28,800

1D -1.37%

5D -5.88%

Buy Vol. 18,703,624

Sell Vol. 15,666,928

VIB

20,800

1D -0.95%

5D -3.48%

Buy Vol. 4,713,390

Sell Vol. 5,257,725

ACB

24,050

1D -0.62%

5D -3.02%

Buy Vol. 19,161,805

Sell Vol. 13,035,236

SHB

11,050

1D -0.45%

5D -3.49%

Buy Vol. 23,481,504

Sell Vol. 26,244,563

SSB

21,900

1D -0.23%

5D 4.29%

Buy Vol. 3,840,862

Sell Vol. 4,538,800

ACB: In the first 6 months of 2024, ACB's consolidated pre-tax profit reached VND10.5 trillion. In the second quarter of 2024, ACB's pre-tax profit reached VND5.6 trillion, up 16% year-on-year.

OIL & GAS

GAS

76,800

1D -0.26%

5D -9.15%

Buy Vol. 1,372,918

Sell Vol. 932,411

POW

12,900

1D -2.27%

5D -2.42%

Buy Vol. 21,893,244

Sell Vol. 16,931,575

PLX

46,350

1D -0.32%

5D 2.59%

Buy Vol. 2,971,310

Sell Vol. 3,357,334

From this afternoon, gasoline prices decreased by about VND300 - 400/liter.

VINGROUP

VIC

41,600

1D 1.71%

5D 0.93%

Buy Vol. 14,003,315

Sell Vol. 9,059,542

VHM

37,800

1D -0.13%

5D -2.23%

Buy Vol. 11,966,564

Sell Vol. 15,274,659

VRE

19,700

1D -2.23%

5D -0.46%

Buy Vol. 43,579,856

Sell Vol. 29,771,638

The Law on Real Estate Business 2023 (effective from August 1, 2024) stipulates that project investors are only allowed to collect from customers a deposit of no more than 5% of the selling price.

FOOD & BEVERAGE

VNM

65,600

1D 0.00%

5D -0.28%

Buy Vol. 4,476,824

Sell Vol. 3,839,925

MSN

71,000

1D -0.70%

5D -0.55%

Buy Vol. 3,726,318

Sell Vol. 3,797,156

SAB

54,000

1D -1.10%

5D 1.62%

Buy Vol. 942,512

Sell Vol. 971,540

MSN: Masan Group's Deputy General Director predicts that Masan's profit in Q2/2024 will be more positive than Q1.

OTHERS

BCM

69,100

1D 3.29%

5D -8.09%

Buy Vol. 2,090,994

Sell Vol. 2,078,867

BVH

43,200

1D 1.77%

5D 2.08%

Buy Vol. 1,640,447

Sell Vol. 1,101,469

VJC

107,900

1D 0.00%

5D -2.27%

Buy Vol. 984,642

Sell Vol. 1,268,969

FPT

125,000

1D -0.79%

5D -6.15%

Buy Vol. 5,350,550

Sell Vol. 4,517,173

MWG

61,000

1D -0.65%

5D -8.46%

Buy Vol. 14,854,775

Sell Vol. 9,424,034

GVR

33,000

1D 0.92%

5D -7.13%

Buy Vol. 4,021,888

Sell Vol. 4,393,607

SSI

31,900

1D -3.04%

5D -3.70%

Buy Vol. 33,597,947

Sell Vol. 27,627,746

HPG

27,350

1D -1.26%

5D 0.00%

Buy Vol. 29,507,603

Sell Vol. 27,928,520

According to statistics from the Civil Aviation Authority of Vietnam, the total number of domestic passengers is estimated at 37 million in the first 6 months of the year. Of which, Vietjet Air accounts for 44% of the market share, Vietnam Airlines (42%), Bamboo Airways (7%), Vietravel Airlines (3%), Pacific Airlines and VASCO account for a total of 4%.