Market Brief 11/01/2023
VIETNAM STOCK MARKET
VN-INDEX
1,055.76
1D 0.23%
YTD 4.83%
VN30
1,065.22
1D 0.44%
YTD 5.97%
HNX
211.67
1D 0.49%
YTD 3.10%
UPCOM
72.37
1D -0.15%
YTD 1.00%
Net Foreign buy (B)
269.12
1D 0.00%
YTD 0.00%
Total trading value (B)
10,125.50
1D -7.83%
YTD 17.52%
The market in the session near Tet is dull, contrast to the excitement of the last days of the lunar year. Today's cash flow focus on securities stocks, the gain appeared in main tickers like VND (+2.43%), SSI (+2.12%), VCI (+3.99%), HCM (+ 2.23%), although the gain at the end of the session was narrow, the liquidity of this group improved significantly today.
ETF & DERIVATIVES
E1VFVN30
18,080
1D 0.06%
YTD 4.33%
FUEMAV30
12,570
1D 0.48%
YTD 5.45%
FUESSV30
12,820
1D 0.08%
YTD 2.72%
FUESSV50
14,700
1D 1.24%
YTD 4.63%
FUESSVFL
15,280
1D 0.46%
YTD 6.48%
FUEVFVND
23,000
1D -0.43%
YTD 2.68%
FUEVN100
13,720
1D 1.63%
YTD 5.95%
VN30F2306
1,039
1D 0.75%
YTD 0.00%
VN30F2303
1,054
1D 0.83%
YTD 0.00%
VN30F2302
1,060
1D 0.73%
YTD 0.00%
VN30F2301
1,063
1D 0.58%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,446.00
1D 1.03%
YTD 1.35%
Shanghai
3,161.84
1D -0.24%
YTD 2.35%
Kospi
2,359.53
1D 0.35%
YTD 5.51%
Hang Seng
21,436.05
1D 0.49%
YTD 8.36%
STI (Singapore)
3,271.51
1D 0.26%
YTD 0.62%
SET (Thailand)
1,684.40
1D -0.41%
YTD 0.84%
Brent oil ($/barrel)
80.47
1D 1.18%
YTD -6.33%
Gold ($/ounce)
1,888.95
1D 0.63%
YTD 3.44%
Asian shares mostly rose to a six-month high on Wednesday while the dollar steadied, as investors waited for U.S. inflation data for cues on the Federal Reserve's interest rate policy.
VIETNAM ECONOMY
Vnibor
5.50%
1D (bps) 33
YTD (bps) 53
Deposit interest 12M
7.40%
5 year-Gov. Bond
4.63%
1D (bps) -6
YTD (bps) -16
10 year-Gov. Bond
4.70%
YTD (bps) -20
USD/VND
23,605
1D (%) -0.01%
YTD (%) -0.65%
EUR/VND
25,923
1D (%) 0.12%
YTD (%) 1.03%
CNY/VND
3,532
1D (%) 0.14%
YTD (%) 1.35%
VND has been under great pressure to depreciate against a strong USD, in order to protect the domestic currency, SBV has sold off reserve dollars, causing foreign currency reserves to drop sharply by 20% by the end of Q3/2022 compared to the end of 2021. However, the VND has recovered strongly in recent weeks but the recovery rate is likely to slow down. Increasing foreign exchange reserves will likely be the main priority of the State Bank.
EVENT CALENDAR
M
T
W
T
F
S
S
25
26
27
28
29
30
01
Ex-right date Mon, 11/25/24
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
- Reuters: Apple supplier plans to build factory in Vietnam;
- Vietnam attracts nearly USD30 billion of FDI from Hong Kong (China);
- In 2023, Vietnam's pangasius export is still full of potential;
- Just reopened, China massively imported crude oil;
- One month after the ceiling was imposed, Russia's flagship oil is selling at less than half international prices;
- China’s loss is Southeast Asia’s gain as supply chains shift away to cheaper climes.
VN30
BANK
VCB
85,100
1D -2.52%
5D 2.78%
Buy Vol. 1,519,352
Sell Vol. 1,966,224
BID
41,250
1D -0.12%
5D 1.10%
Buy Vol. 2,578,879
Sell Vol. 3,765,795
CTG
29,100
1D 1.93%
5D 2.11%
Buy Vol. 5,944,136
Sell Vol. 7,762,299
TCB
27,650
1D 0.73%
5D 1.28%
Buy Vol. 5,383,148
Sell Vol. 7,333,687
VPB
18,450
1D -1.34%
5D -2.38%
Buy Vol. 27,616,768
Sell Vol. 34,956,199
MBB
18,250
1D 0.27%
5D 1.67%
Buy Vol. 11,236,561
Sell Vol. 14,956,749
HDB
16,700
1D -0.30%
5D 2.14%
Buy Vol. 4,441,864
Sell Vol. 4,070,434
TPB
22,450
1D -0.22%
5D 2.05%
Buy Vol. 9,667,364
Sell Vol. 10,333,925
STB
24,700
1D -1.00%
5D 6.01%
Buy Vol. 16,274,983
Sell Vol. 30,068,744
VIB
21,200
1D 0.24%
5D 6.53%
Buy Vol. 8,142,255
Sell Vol. 10,146,314
ACB
24,200
1D 3.20%
5D 6.84%
Buy Vol. 10,836,299
Sell Vol. 8,684,089
BID: By the end of December 31, BIDV's business targets have all met the plan assigned by the State Bank and the annuual general meeting of shareholders. In which, consolidated pre-tax profit reached VND23,190 billion. Total assets by the end of last year were estimated at more than VND2,080 triilion, an increase of nearly 21% compared to 2021.
REAL ESTATE
NVL
14,900
1D 6.81%
5D 6.43%
Buy Vol. 54,156,779
Sell Vol. 34,701,548
KDH
28,100
1D 0.72%
5D 0.90%
Buy Vol. 1,865,034
Sell Vol. 2,346,513
PDR
14,800
1D 3.86%
5D -1.33%
Buy Vol. 21,570,093
Sell Vol. 23,273,026
NVL: Session 11/1, foreign investors net bought NVL with the value of VND15.4billion, corresponding to proprietary traders.
OIL & GAS
GAS
104,200
1D -0.38%
5D -0.76%
Buy Vol. 229,856
Sell Vol. 381,926
POW
11,650
1D -0.43%
5D 5.91%
Buy Vol. 17,882,152
Sell Vol. 16,438,945
PLX
37,250
1D 1.09%
5D 5.67%
Buy Vol. 11,511,957
Sell Vol. 3,225,011
From the afternoon of January 11, the Inter-Ministry of Industry and Trade - Finance has adjusted gasoline prices according to the cycle. Gasoline prices E5 RON92 and RON95 remained unchanged.
VINGROUP
VIC
55,100
1D 1.10%
5D -1.61%
Buy Vol. 1,963,858
Sell Vol. 1,902,010
VHM
50,800
1D 2.11%
5D 3.67%
Buy Vol. 1,784,472
Sell Vol. 2,348,251
VRE
28,500
1D -3.06%
5D -0.35%
Buy Vol. 1,595,269
Sell Vol. 2,569,888
VHM: Although the supply of new apartments is decreasing, in Q4/2022, the market still recorded the opening of new apartments from ZR 1 building of The Zurich - Vinhomes Ocean Park project.
FOOD & BEVERAGE
VNM
79,400
1D -1.98%
5D 0.13%
Buy Vol. 2,041,837
Sell Vol. 3,435,899
MSN
96,000
1D 0.63%
5D -3.32%
Buy Vol. 801,708
Sell Vol. 926,163
SAB
181,000
1D 2.78%
5D 5.54%
Buy Vol. 292,589
Sell Vol. 240,568
VNM: The product of Vinamilk's Optimum Gold brand has become the first Asian baby formula to receive the Purity Award of the US.
OTHERS
BVH
48,600
1D 1.25%
5D 1.89%
Buy Vol. 1,061,162
Sell Vol. 1,346,879
VJC
110,100
1D 0.92%
5D -0.27%
Buy Vol. 494,210
Sell Vol. 636,768
FPT
80,900
1D 0.62%
5D 1.13%
Buy Vol. 2,002,695
Sell Vol. 1,904,542
MWG
42,550
1D 0.83%
5D -2.18%
Buy Vol. 2,373,217
Sell Vol. 2,888,898
GVR
14,500
1D 0.69%
5D -2.36%
Buy Vol. 3,231,335
Sell Vol. 5,473,082
SSI
19,300
1D 2.12%
5D 1.58%
Buy Vol. 25,705,926
Sell Vol. 33,760,448
HPG
20,200
1D 2.02%
5D 4.12%
Buy Vol. 45,222,282
Sell Vol. 58,166,725
FPT: FPT's software exports in 2023 is expected to reach USD1 billion based on two factors. Firstly, the total value of FPT Software contracts signed in 2022 has reached USD1 billion. Secondly, the average growth rate of FPT Software in the last 3 years is 26%, including 2 years of pandemic. The sales plan of USD1 billion in 2023 is calculated on the basis of 26% growth, equal to the same rate growth in 3 years 2020-2022.
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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