Market Brief 12/01/2023
VIETNAM STOCK MARKET
VN-INDEX
1,056.39
1D 0.06%
YTD 4.90%
VN30
1,066.24
1D 0.10%
YTD 6.07%
HNX
211.94
1D 0.13%
YTD 3.23%
UPCOM
72.19
1D -0.25%
YTD 0.75%
Net Foreign buy (B)
323.84
1D 0.00%
YTD 0.00%
Total trading value (B)
9,994.33
1D -1.30%
YTD 16.00%
Signs of the trading sessions nearing the Lunar New Year, the market was dull in terms of scores and trading volume. The spotlight on session 12/01 was a breakout in oil and gas stocks, boosted by the prospect of oil prices rising thanks to the market's optimism. Because the world's top oil importer - China reopened.
ETF & DERIVATIVES
E1VFVN30
18,130
1D 0.28%
YTD 4.62%
FUEMAV30
12,580
1D 0.08%
YTD 5.54%
FUESSV30
13,110
1D 2.26%
YTD 5.05%
FUESSV50
14,700
1D 0.00%
YTD 4.63%
FUESSVFL
15,200
1D -0.52%
YTD 5.92%
FUEVFVND
23,160
1D 0.70%
YTD 3.39%
FUEVN100
13,510
1D -1.53%
YTD 4.32%
VN30F2306
1,039
1D 0.03%
YTD 0.00%
VN30F2303
1,052
1D -0.24%
YTD 0.00%
VN30F2302
1,060
1D -0.01%
YTD 0.00%
VN30F2301
1,065
1D 0.24%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,449.82
1D 0.01%
YTD 1.36%
Shanghai
3,163.45
1D 0.05%
YTD 2.40%
Kospi
2,365.10
1D 0.24%
YTD 5.75%
Hang Seng
21,514.10
1D 0.36%
YTD 8.76%
STI (Singapore)
3,267.78
1D -0.11%
YTD 0.51%
SET (Thailand)
1,687.45
1D 0.18%
YTD 1.02%
Brent oil ($/barrel)
83.55
1D 0.41%
YTD -2.75%
Gold ($/ounce)
1,886.40
1D 0.26%
YTD 3.30%
China's annual consumer inflation rate accelerated in December, driven by rising food prices even as domestic demand wavered amid restrained economic activity during the month. The consumer price index (CPI) in December was 1.8% higher than a year earlier, data from the National Bureau of Statistics (NBS) showed on Thursday.
VIETNAM ECONOMY
Vnibor
5.95%
1D (bps) 45
YTD (bps) 98
Deposit interest 12M
7.40%
5 year-Gov. Bond
4.58%
1D (bps) -5
YTD (bps) -21
10 year-Gov. Bond
4.64%
1D (bps) -6
YTD (bps) -26
USD/VND
23,643
1D (%) 0.16%
YTD (%) -0.49%
EUR/VND
25,657
1D (%) -1.19%
YTD (%) -0.01%
CNY/VND
3,543
1D (%) 0.11%
YTD (%) 1.66%
On January 12, the State Bank net withdrew VND16.117 billion through both channels. On the OMO channel, SBV provided VND5,383 billion with an interest rate of 6%/year, with a term of 7 days. On the treasury bill issuance channel, SBV attracted VND21,500 billion with an interest rate of 6%/year, with a term of 7 days.
EVENT CALENDAR
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Ex-right date Sun, 12/29/24
No event for this day
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SELECTED NEWS
- The Government has devised plans to restructure the domestic money, corporate bonds, securities, and real estate markets;
- FDI inflows into Vietnam have a positive impact on the serviced apartment market;
- In 2023, Binh Duong was allocated VND21,817 billion of public investment capital, the highest ever;
- A USD314 billion debt bill haunts Asia borrowers as rates rise;
- Russia's oil revenues are starting to suffer from the effects of sanctions;
- IEA says clean energy manufacturing set for substantial growth as world enters 'new industrial age'.
VN30
BANK
VCB
84,800
1D -0.35%
5D 0.95%
Buy Vol. 2,634,689
Sell Vol. 2,448,242
BID
41,450
1D 0.48%
5D 1.72%
Buy Vol. 1,472,787
Sell Vol. 2,386,560
CTG
28,900
1D -0.69%
5D 1.40%
Buy Vol. 4,002,536
Sell Vol. 5,388,256
TCB
27,850
1D 0.72%
5D 0.72%
Buy Vol. 4,355,743
Sell Vol. 4,268,505
VPB
18,700
1D 1.36%
5D -1.32%
Buy Vol. 31,094,261
Sell Vol. 26,237,512
MBB
18,250
1D 0.00%
5D 0.27%
Buy Vol. 12,055,843
Sell Vol. 14,036,277
HDB
16,600
1D -0.60%
5D 1.22%
Buy Vol. 1,644,474
Sell Vol. 2,295,591
TPB
22,400
1D -0.22%
5D -0.67%
Buy Vol. 3,185,953
Sell Vol. 4,613,096
STB
24,950
1D 1.01%
5D 3.10%
Buy Vol. 17,132,901
Sell Vol. 17,665,650
VIB
21,800
1D 2.83%
5D 8.46%
Buy Vol. 9,588,805
Sell Vol. 13,391,215
ACB
24,500
1D 1.24%
5D 7.22%
Buy Vol. 4,520,878
Sell Vol. 6,090,255
VPB: In 2022, pre-tax profit is estimated at about VND25,000 billion, up 73.5% over the same period. In Q4/2022, the growth rate will remain high at the parent bank (60-70% compared to the same period last year) as credit growth may increase sharply at the end of the year and close to the credit room by the State Bank.
REAL ESTATE
NVL
14,950
1D 0.34%
5D 9.12%
Buy Vol. 28,983,572
Sell Vol. 37,929,463
KDH
26,800
1D -4.63%
5D -3.25%
Buy Vol. 2,190,637
Sell Vol. 3,089,325
PDR
14,650
1D -1.01%
5D -3.30%
Buy Vol. 9,841,464
Sell Vol. 15,318,224
In 2023, the supply of condotels is forecast to decrease compared to 2022, expected to be about 3,700 units, mainly concentrated in Ba Ria - Vung Tau, Binh Dinh and Quang Binh.
OIL & GAS
GAS
105,000
1D 0.77%
5D -1.50%
Buy Vol. 369,864
Sell Vol. 438,782
POW
11,750
1D 0.86%
5D 0.00%
Buy Vol. 19,057,265
Sell Vol. 18,995,287
PLX
37,100
1D -0.40%
5D 3.63%
Buy Vol. 1,115,420
Sell Vol. 1,272,955
After a few days of technical problems, Nghi Son Refinery will return to operation at the latest on January 15, and only about 3-4 days later, it will reach 100% of capacity.
VINGROUP
VIC
55,000
1D -0.18%
5D -2.14%
Buy Vol. 1,787,218
Sell Vol. 2,350,233
VHM
51,500
1D 1.38%
5D 3.62%
Buy Vol. 1,985,092
Sell Vol. 2,432,585
VRE
28,700
1D 0.70%
5D -1.71%
Buy Vol. 1,653,949
Sell Vol. 1,832,149
The occupancy rate in the shopping mall segment in HCMC reached 88% in Q4/2022, lower than the same period last year. The rental price recorded a positive growth with more than USD49 m2/month.
FOOD & BEVERAGE
VNM
80,000
1D 0.76%
5D -1.48%
Buy Vol. 1,927,737
Sell Vol. 1,635,226
MSN
93,300
1D -2.81%
5D -6.23%
Buy Vol. 883,411
Sell Vol. 1,067,387
SAB
179,800
1D -0.66%
5D 3.21%
Buy Vol. 86,098
Sell Vol. 90,612
MSN: Masan plans to issue VND1,500 billion to the public in January and February.
OTHERS
BVH
49,100
1D 1.03%
5D 2.19%
Buy Vol. 803,515
Sell Vol. 1,251,447
VJC
109,800
1D -0.27%
5D -0.18%
Buy Vol. 330,883
Sell Vol. 412,153
FPT
80,700
1D -0.25%
5D 0.12%
Buy Vol. 1,001,878
Sell Vol. 1,196,524
MWG
42,100
1D -1.06%
5D -3.44%
Buy Vol. 2,086,394
Sell Vol. 2,951,473
GVR
14,800
1D 2.07%
5D -0.67%
Buy Vol. 4,712,120
Sell Vol. 5,051,865
SSI
19,300
1D 0.00%
5D 0.00%
Buy Vol. 12,145,136
Sell Vol. 18,913,737
HPG
20,050
1D -0.74%
5D 1.26%
Buy Vol. 36,232,974
Sell Vol. 43,870,440
FPT: FPT Retail - an associate company of FPT has announced an additional contribution of VND225 billion to FPT Long Chau Pharmaceutical JSC, increasing the capital that this company contributes to the Long Chau chain to VND450 billion, equivalent to 89.83% ownership. In the next 5 years, FPT Retail plans to increase the total number of Long Chau stores to 3,000.
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
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