Market Brief 09/01/2023
VIETNAM STOCK MARKET
VN-INDEX
1,054.21
1D 0.26%
YTD 4.68%
VN30
1,061.14
1D 0.35%
YTD 5.57%
HNX
209.67
1D -0.47%
YTD 2.12%
UPCOM
72.73
1D -0.03%
YTD 1.51%
Net Foreign buy (B)
551.33
1D 0.00%
YTD 0.00%
Total trading value (B)
9,593.93
1D -30.04%
YTD 11.35%
The market was quite dull in the session 9/1, although the market started the new week with excitement that the new Chairman of the State Securities Commission of Vietnam was appointed after many days this position was vacant. Liquidity after an improvement session returned to a low level, trading volume on HOSE today decreased by 37% compared to session 6/1.
ETF & DERIVATIVES
E1VFVN30
18,050
1D 0.39%
YTD 4.15%
FUEMAV30
12,500
1D 0.00%
YTD 4.87%
FUESSV30
12,820
1D -1.61%
YTD 2.72%
FUESSV50
14,760
1D -1.53%
YTD 5.05%
FUESSVFL
15,120
1D -0.13%
YTD 5.37%
FUEVFVND
23,190
1D 0.30%
YTD 3.53%
FUEVN100
13,620
1D 0.37%
YTD 5.17%
VN30F2306
1,031
1D 0.59%
YTD 0.00%
VN30F2303
1,040
1D 0.49%
YTD 0.00%
VN30F2302
1,047
1D 0.07%
YTD 0.00%
VN30F2301
1,054
1D 0.25%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
25,973.85
1D 0.00%
YTD -0.46%
Shanghai
3,176.08
1D 0.58%
YTD 2.81%
Kospi
2,350.19
1D 2.63%
YTD 5.09%
Hang Seng
21,388.34
1D 1.89%
YTD 8.12%
STI (Singapore)
3,305.67
1D 0.88%
YTD 1.67%
SET (Thailand)
1,691.12
1D 0.99%
YTD 1.24%
Brent oil ($/barrel)
81.09
1D 2.32%
YTD -5.61%
Gold ($/ounce)
1,878.20
1D 0.22%
YTD 2.85%
Asian shares rallied on Monday as the opening of China's borders bolstered the outlook for the global economy. Travellers streamed into China by air, land and sea on Sunday. After three years, mainland China opened sea and land crossings with Hong Kong and ended a requirement for incoming travellers to quarantine, dismantling a final pillar of a zero-COVID policy.
VIETNAM ECONOMY
Vnibor
5.08%
1D (bps) 5
YTD (bps) 11
Deposit interest 12M
7.40%
5 year-Gov. Bond
4.67%
1D (bps) 7
YTD (bps) -12
10 year-Gov. Bond
4.72%
1D (bps) 1
YTD (bps) -18
USD/VND
23,611
1D (%) -0.10%
YTD (%) -0.63%
EUR/VND
25,759
1D (%) 0.03%
YTD (%) 0.39%
CNY/VND
3,528
1D (%) 0.71%
YTD (%) 1.23%
In the first week of new year (3/1-6/1/2023), the State Bank of Vietnam (SBV) provided liquidity for commercial banks in the first three sessions of the week. In the last session of the week, SBV net sucked through both channels. For the whole week, SBV net provided more than VND6,000 billion.
EVENT CALENDAR
M
T
W
T
F
S
S
23
24
25
26
27
28
29
Ex-right date Sun, 12/29/24
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
- The Ministry of Industry and Trade wants to transfer the management of petrol prices to the Ministry of Finance;
- The Civil Aviation Administration of Vietnam proposes allowing airlines to double their fleets to meet recovery needs;
- Natural rubber exports set a record of USD3.31 billion;
- Goldman Sachs to start cutting thousands of jobs midweek;
- ECB sees 'very strong' wage growth ahead in next few quarters;
- Swiss National Bank posts record USD143 billion loss in 2022.
VN30
BANK
VCB
86,900
1D 3.45%
5D 8.63%
Buy Vol. 2,309,233
Sell Vol. 2,323,706
BID
41,000
1D -1.56%
5D 6.22%
Buy Vol. 2,342,603
Sell Vol. 4,109,432
CTG
29,100
1D 1.75%
5D 6.79%
Buy Vol. 7,612,250
Sell Vol. 9,078,631
TCB
27,750
1D 0.18%
5D 7.35%
Buy Vol. 3,712,618
Sell Vol. 6,348,322
VPB
18,850
1D -0.53%
5D 5.31%
Buy Vol. 28,112,073
Sell Vol. 42,075,288
MBB
18,250
1D 0.00%
5D 6.73%
Buy Vol. 9,700,631
Sell Vol. 15,117,296
HDB
16,750
1D 1.82%
5D 5.02%
Buy Vol. 3,185,557
Sell Vol. 3,755,327
TPB
22,500
1D 0.00%
5D 6.89%
Buy Vol. 6,975,143
Sell Vol. 10,571,376
STB
24,650
1D 1.44%
5D 9.56%
Buy Vol. 32,962,289
Sell Vol. 27,871,321
VIB
21,150
1D 2.67%
5D 11.32%
Buy Vol. 8,168,110
Sell Vol. 10,187,999
ACB
23,100
1D -0.22%
5D 5.48%
Buy Vol. 3,234,908
Sell Vol. 4,137,555
CTG: By the end of 2022, Vietinbank has completed the targets approved at annual general meeting of shareholders. In which, individual pre-tax profit in 2022 is estimated at VND20,500 billion. The ratio of NPL was low at less than 1.2%. The CIR is less than 30%, in the group with the lowest CIR in the banking industry. Mr.Tran Minh Binh said that currently 63% of operations have been performed on digital channels, the bank is closely following the digital transformation plan of the banking industry.
REAL ESTATE
NVL
13,850
1D 1.84%
5D -1.07%
Buy Vol. 20,250,376
Sell Vol. 23,412,452
KDH
27,950
1D 0.54%
5D 5.47%
Buy Vol. 3,530,816
Sell Vol. 3,955,710
PDR
14,250
1D -3.39%
5D 4.78%
Buy Vol. 16,059,626
Sell Vol. 16,752,961
More than VND16,000 billion of real estate and construction corporate bonds are due in January.
OIL & GAS
GAS
104,500
1D -0.19%
5D 2.96%
Buy Vol. 341,162
Sell Vol. 493,853
POW
11,600
1D -1.28%
5D 8.92%
Buy Vol. 13,549,260
Sell Vol. 19,021,038
PLX
35,500
1D 1.14%
5D 11.99%
Buy Vol. 1,489,642
Sell Vol. 1,419,602
The Ministry of Industry and Trade does not want to abandon the petroleum stabilization fund.
VINGROUP
VIC
55,000
1D -1.96%
5D 2.23%
Buy Vol. 1,744,803
Sell Vol. 2,391,324
VHM
50,200
1D 0.60%
5D 4.58%
Buy Vol. 1,410,708
Sell Vol. 2,289,985
VRE
29,400
1D 0.51%
5D 11.79%
Buy Vol. 2,094,686
Sell Vol. 2,452,966
VIC: VinFast factory in North Carolina has a capacity of phase 1 of 150,000 vehicles/year, after completion of phase 2 will expand to 250,000 vehicles/year.
FOOD & BEVERAGE
VNM
80,700
1D 1.13%
5D 6.04%
Buy Vol. 1,719,150
Sell Vol. 2,118,264
MSN
96,500
1D 0.73%
5D 3.76%
Buy Vol. 672,610
Sell Vol. 746,807
SAB
179,600
1D -0.61%
5D 7.61%
Buy Vol. 132,413
Sell Vol. 116,254
VNM: Phase 1 of the project Vinamilk cooperates with Sojitz Corporation (Japan) to produce beef, is expected to go into operation in 2023 with a capacity of about 30,000 beef cattle/year.
OTHERS
BVH
47,900
1D -0.31%
5D 2.79%
Buy Vol. 347,242
Sell Vol. 722,936
VJC
109,200
1D 1.30%
5D -0.27%
Buy Vol. 479,606
Sell Vol. 498,094
FPT
80,300
1D 0.00%
5D 4.42%
Buy Vol. 919,649
Sell Vol. 1,243,434
MWG
42,000
1D -2.67%
5D -2.10%
Buy Vol. 3,602,783
Sell Vol. 4,156,833
GVR
14,400
1D 0.00%
5D 4.35%
Buy Vol. 3,091,828
Sell Vol. 4,062,395
SSI
19,000
1D 0.53%
5D 7.34%
Buy Vol. 16,398,142
Sell Vol. 22,070,431
HPG
19,600
1D 1.03%
5D 8.89%
Buy Vol. 27,054,316
Sell Vol. 47,482,647
HPG: In December 2022, sales of steel products reached 558,000 tons, up 26% compared to November. In which, finished construction steel was 358,000 tons, up slightly over the same period. However, HRC reached 144,000 tons, the lowest bottom since early 2021.
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
-
Zalo OA: Chứng khoán Pinetree
-
Fanpage: Chứng khoán Pinetree
-
Youtube channel: Pinetree Securities
The posts are using photos and images from freepik and other free image stock websites.
