Market Brief 07/10/2024
VIETNAM STOCK MARKET
VN-INDEX
1,269.93
1D -0.05%
YTD 12.21%
HNX
232.47
1D -0.09%
YTD 1.08%
VN30
1,335.48
1D -0.05%
YTD 18.01%
UPCOM
92.47
1D 0.11%
YTD 5.58%
Net Foreign buy (B)
-394.10
1D 0.00%
YTD 0.00%
Total trading value (B)
13,531.37
1D -12.21%
YTD -28.39%
VNIndex fell for four consecutive sessions despite positive macro data. Banking stocks were mixed, with STB being the most positive, closing up 2.1%, mainly driven by foreign net buying. Securities stocks unexpectedly rose at the end of the session, with VCI +3.7%, ORS +3.8%, FTS +2.3%, and HCM +2.1%.
ETF & DERIVATIVES
E1VFVN30
23,410
1D 0.13%
YTD 19.87%
FUEMAV30
16,030
1D -0.31%
YTD 19.18%
FUESSV30
16,630
1D -0.60%
YTD 19.99%
FUESSV50
20,070
1D -0.35%
YTD 18.20%
FUESSVFL
21,940
1D 0.41%
YTD 19.24%
FUEVFVND
33,400
1D -0.15%
YTD 28.31%
FUEVN100
17,890
1D -0.50%
YTD 17.16%
VN30F2410
1,340
1D -0.22%
YTD 0.00%
VN30F2411
1,341
1D -0.33%
YTD 0.00%
VN30F2412
1,339
1D -0.29%
YTD 0.00%
VN30F2503
1,340
1D -0.23%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
39,332.74
1D 1.80%
YTD 17.54%
Shanghai Component
3,336.49
1D 0.00%
YTD 12.63%
Hang Seng
23,099.78
1D 1.60%
YTD 37.59%
Kospi
2,610.38
1D 1.58%
YTD -2.23%
BSE Sensex
81,050.00
1D -0.78%
YTD 12.74%
STI (Singapore)
3,599.19
1D 0.42%
YTD 11.43%
SET (Thái Lan)
1,452.20
1D 0.55%
YTD 1.31%
Brent oil ($/barrel)
79.66
1D 2.71%
YTD 3.42%
Gold ($/ounce)
2,656.96
1D 0.31%
YTD 27.94%
Asia-Pacific markets mostly climbed on Monday, led by Japan’s Nikkei 225 rising almost 2%, powered by financials and consumer cyclical stocks. Three central banks are set to release their interest rate decisions this week, namely the Bank of Korea, the Reserve Bank of New Zealand and the Reserve Bank of India. Economists polled by Reuters expect the BOK and RBNZ to cut rates, while the RBI will hold.
VIETNAM ECONOMY
Vnibor
3.56%
1D (bps) -16
YTD (bps) -4
Deposit interest 12M
4.60%
YTD (bps) -20
5 year-Gov. Bond
2.29%
1D (bps) -24
YTD (bps) 41
10 year-Gov. Bond
3.23%
1D (bps) 15
YTD (bps) 105
USD/VND
2503000.00%
1D (%) 0.36%
YTD (%) 2.12%
EUR/VND
2802923.00%
1D (%) 0.25%
YTD (%) 2.39%
CNY/VND
359792.00%
1D (%) -0.03%
YTD (%) 3.51%
The U.S. dollar edged down on Monday after a rally sparked by Friday's strong U.S. jobs data and an escalation in the Middle East conflict. The dollar index measure against major peers was down 0.05% at 102.48. It rose 0.5% on Friday to a seven-week high. Oil prices extended gains on Monday, with Brent nearing USD80 to build on last week's steepest weekly jump since early 2023.
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
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
- Prime Minister sets GDP growth target of 7.5-8% in Q4, over 7% for the whole year;
- The government will submit a report on the high-speed railway project to the National Assembly before October 21;
- Hung Thinh and Novaland submit proposals on projects in Ba Ria - Vung Tau;
- Japan's yen drops to its lowest level in nearly two months;
- Two reports this week could help investors determine the pace of Fed interest rate cuts;
- Hurricane Milton could lead to large evacuation from Florida's west coast.
VN30
BANK
VCB
92,000
1D -0.33%
5D 0.00%
Buy Vol. 1,200,098
Sell Vol. 1,442,695
BID
49,050
1D -0.30%
5D -1.31%
Buy Vol. 2,821,598
Sell Vol. 3,615,937
CTG
35,800
1D 0.56%
5D -3.11%
Buy Vol. 10,694,398
Sell Vol. 9,813,320
TCB
24,150
1D 0.42%
5D -0.21%
Buy Vol. 25,371,115
Sell Vol. 25,377,020
VPB
20,000
1D 0.00%
5D -0.50%
Buy Vol. 49,730,520
Sell Vol. 78,658,277
MBB
25,200
1D 0.40%
5D -1.95%
Buy Vol. 25,542,294
Sell Vol. 21,617,338
HDB
26,850
1D -1.65%
5D -4.79%
Buy Vol. 12,200,403
Sell Vol. 13,531,803
TPB
17,500
1D 1.45%
5D 1.74%
Buy Vol. 41,877,419
Sell Vol. 34,123,090
STB
33,800
1D 2.11%
5D 1.35%
Buy Vol. 38,581,906
Sell Vol. 29,837,893
VIB
19,200
1D -0.26%
5D -0.52%
Buy Vol. 18,978,441
Sell Vol. 17,464,080
ACB
25,450
1D 0.20%
5D -1.17%
Buy Vol. 12,714,343
Sell Vol. 13,428,309
SHB
10,850
1D 0.00%
5D -1.36%
Buy Vol. 39,844,271
Sell Vol. 46,489,919
SSB
17,100
1D -2.29%
5D 0.29%
Buy Vol. 2,465,725
Sell Vol. 2,899,421
According to the SBV's survey, the proportion of banks expecting positive pre-tax profit growth in 2024 decreased compared to the most recent survey. In addition, 15.9% of banks are concerned about negative profit growth, higher than the rate of 11% in the previous survey.
OIL & GAS
GAS
72,900
1D -0.55%
5D -0.41%
Buy Vol. 1,200,391
Sell Vol. 1,795,948
POW
12,750
1D -1.54%
5D -2.67%
Buy Vol. 8,631,431
Sell Vol. 9,916,146
PLX
44,950
1D -0.33%
5D 1.01%
Buy Vol. 1,355,568
Sell Vol. 2,027,552
POW: As of the end of August, the overall progress of the EPC package was estimated at 87%.
VINGROUP
VIC
40,850
1D -0.37%
5D -2.74%
Buy Vol. 3,125,876
Sell Vol. 3,874,209
VHM
41,200
1D -0.72%
5D -3.74%
Buy Vol. 11,742,537
Sell Vol. 18,103,435
VRE
18,250
1D -0.27%
5D -4.45%
Buy Vol. 9,842,620
Sell Vol. 9,951,115
In the first 9 months of the year, foreign investors disbursed in Vietnam's real estate business activities reached USD1.43 billion, 1.8 times higher than the same period last year.
FOOD & BEVERAGE
VNM
67,100
1D -2.04%
5D -4.28%
Buy Vol. 9,275,149
Sell Vol. 9,790,730
MSN
74,800
1D -1.06%
5D -1.19%
Buy Vol. 7,327,163
Sell Vol. 7,996,050
SAB
56,700
1D 0.18%
5D -1.90%
Buy Vol. 831,111
Sell Vol. 910,816
MSN: Masan Group has donated VND100 billion to eliminate temporary housing and dilapidated houses nationwide.
OTHERS
BCM
68,400
1D 0.74%
5D -2.56%
Buy Vol. 572,855
Sell Vol. 568,401
BVH
42,950
1D 0.23%
5D 0.23%
Buy Vol. 499,998
Sell Vol. 828,592
VJC
105,000
1D -0.28%
5D 0.00%
Buy Vol. 740,735
Sell Vol. 944,049
FPT
134,100
1D 0.00%
5D -0.30%
Buy Vol. 2,318,461
Sell Vol. 2,523,843
MWG
66,300
1D -0.15%
5D -2.64%
Buy Vol. 8,908,166
Sell Vol. 11,291,823
GVR
34,800
1D -0.29%
5D -2.66%
Buy Vol. 2,770,212
Sell Vol. 3,600,383
SSI
27,600
1D 1.10%
5D -1.08%
Buy Vol. 23,781,137
Sell Vol. 20,791,308
HPG
26,400
1D 0.76%
5D 0.19%
Buy Vol. 26,347,806
Sell Vol. 32,555,231
VJC: Vietjet Air and Castlelake (a global investment management company) have reached an agreement to arrange financing for 4 aircraft worth USD560 million.
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
Pinetree Securities Corporation
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Zalo OA: Chứng khoán Pinetree
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Fanpage: Chứng khoán Pinetree
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Youtube channel: Pinetree Securities
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