Market Brief 02/02/2023
VIETNAM STOCK MARKET
VN-INDEX
1,077.59
1D 0.15%
YTD 7.00%
VN30
1,093.48
1D 0.50%
YTD 8.78%
HNX
215.31
1D -0.32%
YTD 4.87%
UPCOM
74.88
1D -0.07%
YTD 4.51%
Net Foreign buy (B)
474.37
1D 0.00%
YTD 0.00%
Total trading value (B)
12,794.56
1D -36.69%
YTD 48.50%
The market today experienced a mixed session, from the ATO session to the ATC session. The retail group recorded positive growth with the largest representative being the breakout of MWG. Banking stocks diverged, although many tickers were exhausted at the end of the session, in general, the banking stocks still played a leading role in the VN-Index's gains during the session.
ETF & DERIVATIVES
E1VFVN30
18,550
1D 0.16%
YTD 7.04%
FUEMAV30
12,850
1D 0.00%
YTD 7.80%
FUESSV30
13,300
1D 0.76%
YTD 6.57%
FUESSV50
15,900
1D -0.25%
YTD 13.17%
FUESSVFL
15,630
1D -0.76%
YTD 8.92%
FUEVFVND
23,600
1D -0.46%
YTD 5.36%
FUEVN100
14,040
1D -0.92%
YTD 8.42%
VN30F2306
1,067
1D 0.18%
YTD 0.00%
VN30F2303
1,072
1D -0.20%
YTD 0.00%
VN30F2302
1,078
1D -0.61%
YTD 0.00%
VN30F2301
1,088
1D -0.05%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,402.05
1D 0.20%
YTD 5.01%
Shanghai
3,285.67
1D 0.02%
YTD 6.36%
Kospi
2,468.88
1D 0.78%
YTD 10.40%
Hang Seng
21,958.36
1D -0.52%
YTD 11.01%
STI (Singapore)
3,363.68
1D -0.41%
YTD 3.46%
SET (Thailand)
1,682.58
1D -0.19%
YTD 0.73%
Brent oil ($/barrel)
82.78
1D -0.84%
YTD -3.64%
Gold ($/ounce)
1,971.15
1D 0.02%
YTD 7.94%
South Korean's Kospi-Index rose despite consumer inflation ticked up in January to a three-month high, but driven mostly by temporary effects, left investors are still confident that the central bank had ended its cycle of interest rate rises. The consumer price index was 5.2% higher in January than in the same month a year before, rising faster than the 5.0% rate seen in December.
VIETNAM ECONOMY
Vnibor
6.20%
1D (bps) -3
YTD (bps) 123
Deposit interest 12M
7.40%
5 year-Gov. Bond
4.32%
1D (bps) -5
YTD (bps) -47
10 year-Gov. Bond
4.37%
1D (bps) 2
YTD (bps) -53
USD/VND
23,617
1D (%) -0.01%
YTD (%) -0.60%
EUR/VND
26,517
1D (%) -0.16%
YTD (%) 3.34%
CNY/VND
3,557
1D (%) 0.25%
YTD (%) 2.07%
Interbank interest rates have continuously increased after the Lunar New Year, reflecting the system's increased demand for liquidity. It is worth noting that the demand for liquidity of banks has tended to increase recently. Therefore, the State Bank has also suspended the issuance of bills to attract money in the past 4 sessions, but instead continuously bought valuable papers to support liquidity.
EVENT CALENDAR
M
T
W
T
F
S
S
30
31
01
02
03
04
05
Ex-right date Mon, 12/30/24
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
- Ho Chi Minh City proposed to do 6 BOT projects of nearly VND100,000 billion;
- VASEP: Seafood exports in January decreased by 31%, not expected to recover immediately;
- With a discount of VND0, thousands of petrol and oil retailers called for help;
- Google, Baidu join the race with ChatGPT;
- The UK is expected to be the only G7 country to control interest rate hikes;
- Bank of Japan buys record amount of bonds to defend governor’s new target.
VN30
BANK
VCB
90,600
1D 1.68%
5D -2.58%
Buy Vol. 1,996,390
Sell Vol. 2,204,852
BID
43,150
1D 0.82%
5D -6.09%
Buy Vol. 4,712,059
Sell Vol. 3,914,247
CTG
29,200
1D 0.69%
5D -6.11%
Buy Vol. 6,834,170
Sell Vol. 6,388,445
TCB
28,000
1D -0.71%
5D -3.78%
Buy Vol. 7,033,527
Sell Vol. 7,354,264
VPB
18,400
1D 0.55%
5D -5.64%
Buy Vol. 42,805,198
Sell Vol. 44,808,496
MBB
18,950
1D 0.26%
5D -3.32%
Buy Vol. 24,292,877
Sell Vol. 21,325,440
HDB
18,350
1D -3.42%
5D 4.86%
Buy Vol. 3,470,358
Sell Vol. 6,553,586
TPB
23,900
1D 0.84%
5D -0.42%
Buy Vol. 14,288,982
Sell Vol. 13,843,028
STB
26,150
1D 1.95%
5D -2.43%
Buy Vol. 35,887,053
Sell Vol. 32,274,781
VIB
23,600
1D 0.00%
5D 3.06%
Buy Vol. 7,169,353
Sell Vol. 7,511,117
ACB
25,000
1D -0.79%
5D -3.85%
Buy Vol. 5,185,990
Sell Vol. 5,588,631
TCB: By the end of the fourth quarter of 2022, TCB has 10.8 million customers, attracting 373,000 new customers in the quarter and 1.2 million new customers in 2022. Digital banking transaction volume of individual customers in Q4/2022 reached 238.7 million transactions (up 21.7% over the same period last year).
REAL ESTATE
NVL
14,200
1D -2.41%
5D 1.07%
Buy Vol. 21,460,119
Sell Vol. 32,847,584
KDH
26,600
1D 0.38%
5D -3.62%
Buy Vol. 2,127,236
Sell Vol. 2,096,502
PDR
13,750
1D -1.08%
5D -2.83%
Buy Vol. 6,651,910
Sell Vol. 9,545,456
The supply of real estate in Ho Chi Minh City decreased due to many projects being investigated and reviewed legal procedures.
OIL & GAS
GAS
107,000
1D 0.38%
5D 2.39%
Buy Vol. 705,241
Sell Vol. 723,733
POW
12,000
1D 0.42%
5D -1.64%
Buy Vol. 20,786,467
Sell Vol. 15,086,766
PLX
36,200
1D -0.14%
5D -4.74%
Buy Vol. 1,036,355
Sell Vol. 1,360,981
The total inventories of PLX and PV Oil has increased again to over VND20,000 billion by the end of 2022, an increase of about VND2,000 billion compared to the end of the third quarter.
VINGROUP
VIC
55,800
1D 1.09%
5D -2.79%
Buy Vol. 1,903,535
Sell Vol. 1,892,166
VHM
47,900
1D -0.21%
5D -8.24%
Buy Vol. 3,594,623
Sell Vol. 2,872,355
VRE
28,850
1D 3.04%
5D -2.70%
Buy Vol. 2,923,677
Sell Vol. 2,793,276
VinBrain (under Vingroup) has officially signed a cooperation agreement with Microsoft to develop AI-powered healthcare services.
FOOD & BEVERAGE
VNM
76,700
1D -0.65%
5D -5.66%
Buy Vol. 2,137,186
Sell Vol. 2,624,254
MSN
96,700
1D 1.58%
5D -5.20%
Buy Vol. 1,129,614
Sell Vol. 1,015,640
SAB
187,500
1D 0.27%
5D 0.97%
Buy Vol. 157,051
Sell Vol. 208,053
VNM: After 6 years, Vinamilk's profit after tax for the first time fell below the milestone of VND9,000 billion.
OTHERS
BVH
49,950
1D -0.10%
5D 0.10%
Buy Vol. 1,223,029
Sell Vol. 1,037,276
VJC
112,000
1D -1.67%
5D -2.18%
Buy Vol. 405,702
Sell Vol. 461,131
FPT
81,900
1D -0.12%
5D -2.38%
Buy Vol. 3,328,265
Sell Vol. 2,033,492
MWG
49,900
1D 5.94%
5D 9.43%
Buy Vol. 5,946,201
Sell Vol. 6,008,510
GVR
15,250
1D -1.93%
5D -6.44%
Buy Vol. 4,115,865
Sell Vol. 3,984,538
SSI
20,150
1D 0.00%
5D -4.95%
Buy Vol. 25,718,646
Sell Vol. 25,742,593
HPG
21,300
1D 0.95%
5D 0.71%
Buy Vol. 49,587,087
Sell Vol. 49,475,373
FPT: Long Chau pharmacy under FRT (an associate company of FPT) said that the number of drug stores with revenue by the end of 2022 is 937. Long Chau's revenue reached VND9,596 billion, an increase of 2.4 times compared to 2021. As a result, Long Chau is becoming a new growth engine of FPT Retail, when the revenue of the FPT Shop increased by only 11% compared to last year.
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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