Morning Brief 03/09 - Pinetree Securities
Morning Brief 03/09
Morning brief September 3, 2020

Morning Brief 03/09

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Morning Brief 03/09

GLOBAL MARKET

DJI

29,100.50

1D 1.59%

YTD 1.97%

S&P500

3,580.84

1D 1.54%

YTD 10.84%

NASDAQ

12,056.44

1D 0.98%

YTD 34.37%

VIX

26.57

FTSE 100

5,940.95

1D 0.88%

YTD -21.23%

DAX

13,243.43

1D 1.64%

YTD -0.04%

CAC40

5,031.74

1D 1.56%

YTD -15.83%

Nikkei

23,247.15

1D 0.47%

YTD -1.73%

Shanghai

3,404.80

1D -0.17%

YTD 10.41%

Kospi

2,364.37

1D 0.63%

YTD 7.59%

Hang Seng

25,120.09

1D -0.26%

YTD -11.71%

STI (Singapore)

2,539.94

1D 0.05%

YTD -21.19%

SET (Thailand)

1,315.88

1D 0.75%

YTD -17.65%

Crude oil ($/barrel)

41.67

1D -3.34%

YTD -31.41%

Gold ($/ounce)

1,949.50

1D -2.38%

YTD 28.45%

U.S. equities rose alongside European stocks as the nearly relentless rally in risk assets continued, but with a twist as tech shares underperformed. The S&P 500 jumped the most in almost two months to an all-time high, with some of this year’s least-loved shares helping fuel the rally. The Russell 1000 Value Index rose 1.7%, beating its growth counterpart. Utilities and financial stocks -- two of the three worst performing sectors in 2020 -- each rose more than 1.4%. The Stoxx Europe 600 Index added the most in three weeks. Stocks in Asia followed their U.S. peers higher amid signs a rally that took global equities to a record high is broadening into other sectors and away from technology.

VIETNAM ECONOMY

Vnibor

0.16%

1D (bps) -2

YTD (bps) -127

Deposit interest 12M

6.00%

YTD (bps) -50

5 year-Gov. Bond

1.77%

YTD (bps) -222

10 year-Gov. Bond

2.79%

1D (bps) -2

YTD (bps) -191

USD/VND

23,262

1D (%) -0.01%

YTD (%) 0.14%

EUR/VND

28,478

1D (%) 0.17%

YTD (%) 7.05%

CNY/VND

3,427

1D (%) 0.03%

YTD (%) 0.91%

PMI in August continued to decline to 45.7 points from 47.6 points in July. The report showed that production output fell rapidly again as new orders decreased, accompanied by decreasing strongest employment ever recorded and output prices fell for the 7th consecutive month.

VIETNAM STOCK MARKET

VN-INDEX

891.73

1D 1.14%

YTD -7.21%

VN30

832.03

1D 0.98%

YTD -5.35%

HNX

125.41

1D 0.45%

YTD 22.34%

UPCOM

58.80

1D -0.03%

YTD 3.98%

Net Foreign buy (B)

-194.75

Total trading value (B)

6,827.11

1D -10.71%

YTD 95.06%

Although the index increased quite well, the market liquidity declined, reaching more than 6800 billion dong of transaction value. Foreign investors remained net sellers during the session with the value of nearly 195 billion dong. In which, the net selling force focused on HPG, VCB, VHM on HOSE. SHS, BVS were the stocks that were sold the most on the HNX.

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

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Ex-right date Thu, 10/31/24

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