Market Brief 04/08/2025 - Pinetree Securities
Market Brief 04/08/2025
Market brief August 4, 2025

Market Brief 04/08/2025

Download PDF

Market Brief 04/08/2025

VIETNAM STOCK MARKET

VN-INDEX

1,528.19

1D 2.21%

YTD 20.64%

HNX

268.34

1D 1.29%

YTD 17.99%

VN30

1,653.22

1D 2.42%

YTD 22.94%

UPCOM

107.16

1D 0.66%

YTD 12.73%

Net Foreign buy (B)

-10,100.66

1D 0.00%

YTD 0.00%

Total trading value (B)

46,966.00

1D 0.91%

YTD 159.04%

VN-Index rebounded by more than 30 points despite strong net selling of over VND10,000 billion from foreign investors. Most sectors posted positive gains, with Real Estate and Securities standing out the most. In contrast, Personal & Household Goods and Technology saw rather lackluster performance.

ETF & DERIVATIVES

E1VFVN30

29,300

1D 3.53%

YTD 24.79%

FUEMAV30

20,080

1D 2.97%

YTD 23.34%

FUESSV30

20,850

1D 0.34%

YTD 24.85%

FUESSV50

25,080

1D 3.72%

YTD 24.78%

FUESSVFL

28,940

1D 2.77%

YTD 30.95%

FUEVFVND

35,700

1D 2.29%

YTD 6.50%

FUEVN100

22,370

1D 3.56%

YTD 24.83%

41I1F8000

1,654

1D 2.38%

YTD 0.00%

41I1G3000

1,638

1D 2.37%

YTD 0.00%

VN30F2509

1,648

1D 2.61%

YTD 0.00%

VN30F2512

1,646

1D 2.69%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

40,290.70

1D -1.25%

YTD 0.99%

Shanghai Component

3,583.31

1D 0.66%

YTD 6.91%

Hang Seng

24,733.45

1D 0.92%

YTD 23.30%

Kospi

3,147.75

1D 0.91%

YTD 31.18%

BSE Sensex

81,015.44

1D 0.52%

YTD 3.11%

STI (Singapore)

4,197.23

1D 1.04%

YTD 10.82%

SET (Thailand)

1,229.40

1D 0.91%

YTD -12.20%

Brent oil ($/barrel)

68.85

1D -1.18%

YTD -8.26%

Gold ($/ounce)

3,358.00

1D -0.15%

YTD 27.44%

Most stock markets across the Asia-Pacific region ended higher today, except for Japan’s Nikkei 225, which closed in the red amid declines in government bond yields — the 10-year yield dropped 4.7 basis points to 1.506%, and the 5-year yield fell 5.8 basis points to 1.026%.

VIETNAM ECONOMY

Vnibor

5.30%

1D (bps) -10

YTD (bps) 133

Deposit interest 12M

4.60%

5 year-Gov. Bond

2.91%

1D (bps) -1

YTD (bps) 44

10 year-Gov. Bond

3.33%

1D (bps) 25

YTD (bps) 48

USD/VND

26,370

1D (%) -0.11%

YTD (%) 3.21%

EUR/VND

31,056

1D (%) 1.06%

YTD (%) 13.90%

CNY/VND

3,702

1D (%) 0.46%

YTD (%) 3.95%

The DXY Index has rebounded by more than 1.9% over the past month, reaching 98.96 points.

EVENT CALENDAR

M
T
W
T
F
S
S
01
02
03
04
05
06
07
Ex-right date Fri, 12/05/25

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

VN30

BANK

VCB

61,100

1D 1.50%

5D -2.71%

Buy Vol. 7,909,335

Sell Vol. 7,218,364

BID

38,050

1D 2.28%

5D -3.43%

Buy Vol. 7,532,412

Sell Vol. 8,861,028

CTG

45,650

1D 3.05%

5D 0.11%

Buy Vol. 15,458,920

Sell Vol. 14,740,305

TCB

35,350

1D 3.67%

5D -0.70%

Buy Vol. 39,500,084

Sell Vol. 34,984,799

VPB

26,400

1D 2.33%

5D 5.18%

Buy Vol. 62,856,256

Sell Vol. 57,197,053

MBB

27,800

1D 2.39%

5D -3.30%

Buy Vol. 46,387,470

Sell Vol. 29,516,007

HDB

28,000

1D 3.70%

5D -1.58%

Buy Vol. 29,719,288

Sell Vol. 28,122,570

TPB

16,750

1D 6.69%

5D 1.82%

Buy Vol. 130,328,955

Sell Vol. 64,717,385

STB

50,000

1D 1.21%

5D 1.83%

Buy Vol. 15,302,054

Sell Vol. 16,513,581

VIB

19,350

1D 1.84%

5D 2.65%

Buy Vol. 17,762,203

Sell Vol. 19,264,168

ACB

23,300

1D 1.30%

5D -2.31%

Buy Vol. 21,885,127

Sell Vol. 18,002,126

SHB

18,600

1D 6.90%

5D 15.53%

Buy Vol. 180,529,341

Sell Vol. 111,666,713

SSB

20,250

1D 3.32%

5D -4.03%

Buy Vol. 4,428,207

Sell Vol. 3,922,545

LPB

34,700

1D 0.58%

5D -5.06%

Buy Vol. 6,169,028

Sell Vol. 5,966,125

SHB: SHB will pay a 2024 dividend at a rate of 13% through the issuance of 528.5 million shares, raising its charter capital to more than VND45,942 billion, thereby maintaining its position among the Top 5 largest private joint-stock commercial banks in the system. Previously, SHB had completed the first 2024 cash dividend payment at a rate of 5%. The total dividend rate for 2024, approved by SHB’s AGM, is 18% and is expected to be maintained in 2025.

OIL & GAS

GAS

68,000

1D 0.59%

5D -1.31%

Buy Vol. 2,758,732

Sell Vol. 2,776,240

PLX

36,600

1D 2.23%

5D -3.30%

Buy Vol. 4,392,488

Sell Vol. 4,308,472

PLX: In 2nd quarter PLX's pre-tax profit of nearly VND2,000 billion. However, net cash flow during the period was negative by more than VND4,186 billion.

VINGROUP

VIC

111,200

1D 6.92%

5D -3.81%

Buy Vol. 98,319,672

Sell Vol. 94,436,718

VHM

92,200

1D 2.56%

5D -3.56%

Buy Vol. 8,808,930

Sell Vol. 9,677,278

VRE

29,100

1D 2.28%

5D -0.85%

Buy Vol. 6,848,732

Sell Vol. 8,223,578

VIC: Vingroup will invest in the Nam Do Son port and logistics center project in Hai Phong, with a capital of over USD14 billion. In addition, VIC saw nearly VND10,000 billion in negotiated sales by foreign investors in today’s session.

FOOD & BEVERAGE

VNM

60,400

1D 0.67%

5D -4.58%

Buy Vol. 7,569,875

Sell Vol. 6,617,444

MSN

73,900

1D 1.93%

5D -4.77%

Buy Vol. 9,365,687

Sell Vol. 9,513,978

SAB

48,100

1D 0.31%

5D -2.43%

Buy Vol. 1,336,170

Sell Vol. 2,089,836

VNM: Two Singaporean foreign funds — F&N Dairy Investments Pte. Ltd and Platinum Victory Pte Ltd — each registered to purchase 20,899,554 shares from August 5 to September 3, 2025.

OTHERS

BCM

71,000

1D 1.57%

5D 1.87%

Buy Vol. 1,052,428

Sell Vol. 1,545,664

BVH

50,000

1D 0.00%

5D -4.21%

Buy Vol. 986,993

Sell Vol. 1,230,526

VJC

127,300

1D 6.97%

5D 0.24%

Buy Vol. 4,868,302

Sell Vol. 4,233,585

FPT

106,600

1D -0.37%

5D -4.22%

Buy Vol. 9,079,850

Sell Vol. 8,537,177

MWG

67,000

1D 2.76%

5D -4.56%

Buy Vol. 16,195,655

Sell Vol. 12,066,277

GVR

29,900

1D 0.67%

5D -4.78%

Buy Vol. 4,152,336

Sell Vol. 5,041,038

SSI

34,000

1D 2.41%

5D -5.03%

Buy Vol. 85,114,586

Sell Vol. 82,036,549

HPG

25,300

1D 0.60%

5D -3.98%

Buy Vol. 66,773,904

Sell Vol. 67,439,988

BCM: Becamex IDC Corporation recorded net revenue of over VND2,500 billion, more than doubling from the same period last year. Of this, the real estate business alone contributed over VND2,300 billion, up 3.2 times compared to Q2/2024.

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

Copyright © 2022. Pinetree Securities Corporation| Tax Code: 0101294902
Tạo phản hồi mới
Tra cứu phản hồi