Market Brief 02/02/2023 - Pinetree Securities

Market Brief 02/02/2023
Market brief February 2, 2023

Market Brief 02/02/2023

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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
22
23
24
25
26
27
28
Ex-right date Wed, 04/24/24

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

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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