Morning Brief 02/02/2023 - Pinetree Securities
Morning Brief 02/02/2023
Morning brief February 2, 2023

Morning Brief 02/02/2023

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Morning Brief 02/02/2023

GLOBAL MARKET

DJIA

34,092.96

1D 0.02%

YTD 2.85%

S&P500

4,119.21

1D 1.05%

YTD 7.29%

NASDAQ

11,816.32

1D 2.00%

YTD 12.90%

VIX

17.87

1D -7.89%

FTSE 100

7,761.11

1D -0.14%

YTD 4.15%

DAX

15,180.74

1D 0.35%

YTD 9.03%

CAC40

7,077.11

1D -0.07%

YTD 9.32%

Brent oil ($/barrel)

83.48

1D -2.50%

YTD -2.83%

Gold ($/ounce)

1,970.70

1D 1.45%

YTD 7.91%

U.S. stocks were choppy after the Fed announcement but rebounded to turn positive as Chair Jerome Powell began to speak. Before the policy announcement, economic data painted a mixed picture, with a labor market that remains strong while manufacturing activity continues to weaken, showing contraction for a third straight month.

VIETNAM ECONOMY

Vnibor

6.23%

1D (bps) 3

YTD (bps) 126

Deposit interest 12M

7.40%

5 year-Gov. Bond

4.37%

1D (bps) -3

YTD (bps) -42

10 year-Gov. Bond

4.35%

1D (bps) -11

YTD (bps) -55

USD/VND

23,620

1D (%) 0.01%

YTD (%) -0.59%

EUR/VND

26,560

1D (%) 1.39%

YTD (%) 3.51%

CNY/VND

3,548

1D (%) 0.08%

YTD (%) 1.81%

The European Central Bank is set to raise interest rates again on Thursday and pencil in more hikes for the next few months. The ECB has been increasing rates at a record pace to fight a sudden bout of high inflation in the euro zone - the byproduct of factors including the aftermath of the COVID-19 pandemic and an energy crisis that followed Russia's invasion of Ukraine.

VIETNAM STOCK MARKET

VN-INDEX

1,075.97

1D -3.17%

YTD 6.84%

VN30

1,088.09

1D -3.29%

YTD 8.25%

HNX

216.01

1D -2.89%

YTD 5.21%

UPCOM

74.93

1D -1.20%

YTD 4.58%

Net Foreign buy (B)

131.65

Total trading value (B)

20,207.90

1D 31.18%

YTD 134.54%

Session 01/02, proprietary traders net sold nearly VND305 billion. In which, HPG, VNM and VCB were sold the most with a value of more than VND30-42 billion. In contrast, VPB and PVS were bought the most with a value of VND38 billion and VND20 billion, respectively.

INTRADAY

VN30 (12M)

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Ex-right date Tue, 03/05/24

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