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.