Market Brief 16/02/2023
VIETNAM STOCK MARKET
VN-INDEX
1,058.29
1D 0.96%
YTD 5.08%
VN30
1,055.26
1D 1.14%
YTD 4.98%
HNX
210.84
1D 1.38%
YTD 2.69%
UPCOM
79.66
1D 0.24%
YTD 11.18%
Net Foreign buy (B)
-92.98
1D 0.00%
YTD 0.00%
Total trading value (B)
10,164.76
1D -9.47%
YTD 17.98%
Almost the whole derivatives maturity session, the market was cautious then the main index suddenly rebounded strongly before closing. After reporting the highest profit in 15 quarters, PVS impressed with a gain of 6.88%, some tickers in the oil and gas group followed like PVD (+4.49%), BSR (+5.73%), PVT ( +3.55%). Foreign investors continued to be a slight net selling, they focused on selling STB (VND83.45 billion).
ETF & DERIVATIVES
E1VFVN30
17,920
1D 1.01%
YTD 3.40%
FUEMAV30
12,450
1D 1.55%
YTD 4.45%
FUESSV30
12,860
1D 0.39%
YTD 3.04%
FUESSV50
15,650
1D 1.10%
YTD 11.39%
FUESSVFL
14,860
1D 0.34%
YTD 3.55%
FUEVFVND
22,930
1D 1.24%
YTD 2.37%
FUEVN100
13,370
1D 1.29%
YTD 3.24%
VN30F2309
1,045
1D 1.63%
YTD 0.00%
VN30F2306
1,049
1D 1.51%
YTD 0.00%
VN30F2303
1,055
1D 1.74%
YTD 0.00%
VN30F2302
1,052
1D 1.48%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,696.44
1D 0.71%
YTD 6.14%
Shanghai
3,249.03
1D -0.96%
YTD 5.17%
Kospi
2,475.48
1D 1.96%
YTD 10.69%
Hang Seng
20,987.67
1D 0.84%
YTD 6.10%
STI (Singapore)
3,311.23
1D 0.93%
YTD 1.84%
SET (Thailand)
1,658.29
1D 0.66%
YTD -0.72%
Brent oil ($/barrel)
85.14
1D -0.40%
YTD -0.90%
Gold ($/ounce)
1,847.15
1D 0.01%
YTD 1.15%
Asian stocks rose after the latest retail sales report showed US consumer confidence remained stable, despite high inflation and the US Federal Reserve could continue to raise interest rates. In the session of February 16, Korean stocks led the gain thanks to the push of large-cap auto and technology stocks in the country.
VIETNAM ECONOMY
Vnibor
4.76%
1D (bps) 66
YTD (bps) -21
Deposit interest 12M
7.40%
5 year-Gov. Bond
3.96%
1D (bps) 5
YTD (bps) -83
10 year-Gov. Bond
4.08%
1D (bps) -1
YTD (bps) -82
USD/VND
23,940
1D (%) 0.61%
YTD (%) 0.76%
EUR/VND
25,855
1D (%) -0.51%
YTD (%) 0.76%
CNY/VND
3,531
1D (%) 0.40%
YTD (%) 1.32%
Most commercial banks have started to increase the exchange rate strongly in the afternoon session today. Although the exchange rate movement has continued to increase recently, on the other hand, analysts believe that Vietnam currently has favorable conditions to stabilize the exchange rate in 2023, and this is allowing SBV to buy USD to replenish foreign exchange reserves. It is estimated that SBV has bought about USD3.6 billion since the beginning of 2023.
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
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SELECTED NEWS
- Vietnamese coffee dropped in market share in China;
- Hanoi will set up a scheme to exploit and use the F1 racetrack;
- Vietnam - China trade exceeds USD11 billion;
- China's oil buying spree a boost for global demand outlook;
- US retail sales recover strongest since 2021;
- The ECB will continue to raise interest rates by 0.5 percentage points in March 2023.
VN30
BANK
VCB
92,400
1D -0.65%
5D -0.65%
Buy Vol. 1,445,570
Sell Vol. 1,495,996
BID
45,000
1D 2.27%
5D 2.27%
Buy Vol. 2,073,267
Sell Vol. 2,261,329
CTG
29,700
1D 2.77%
5D 1.02%
Buy Vol. 4,517,028
Sell Vol. 5,672,929
TCB
27,900
1D 1.82%
5D 2.20%
Buy Vol. 3,960,255
Sell Vol. 4,068,787
VPB
17,500
1D 1.74%
5D -2.78%
Buy Vol. 23,724,502
Sell Vol. 23,259,702
MBB
18,250
1D 1.39%
5D -1.08%
Buy Vol. 10,933,159
Sell Vol. 10,069,365
HDB
18,500
1D 3.93%
5D 1.65%
Buy Vol. 4,698,327
Sell Vol. 4,607,947
TPB
24,000
1D 0.84%
5D -1.03%
Buy Vol. 7,107,711
Sell Vol. 7,572,525
STB
23,900
1D 2.36%
5D -2.25%
Buy Vol. 39,029,148
Sell Vol. 24,716,819
VIB
20,900
1D 0.97%
5D -5.00%
Buy Vol. 4,594,353
Sell Vol. 4,176,337
ACB
24,800
1D 1.02%
5D 1.22%
Buy Vol. 3,311,285
Sell Vol. 3,272,026
STB: STB has reported to the State Securities Commission of Vietnam, Vietnam Securities Depository and HOSE, saying that STB has never asked to increase foreign room to 30% and asked VSD to reduce it to more than 23.63% according to the announcement on September 19, 2016. STB said that on November 12, 2015, SBV has approved the merger of Sacombank with the Southern Commercial Joint Stock Bank with 400 million shares issued due to the M&A. After that, VSD announced: As of September 19, 2016, the foreign ownership ratio limit for STB is 23.63468% of the total listed shares after the merger is more than 1,885 million shares.
REAL ESTATE
NVL
11,500
1D 3.14%
5D -18.73%
Buy Vol. 35,114,319
Sell Vol. 25,969,662
BCM
85,000
1D 0.12%
5D 0.35%
Buy Vol. 169,320
Sell Vol. 184,139
PDR
11,000
1D 0.92%
5D -8.71%
Buy Vol. 9,188,006
Sell Vol. 8,954,817
PDR: Phat Dat proposes urban planning on an area of 546 hectares in Di Linh, Lam Dong.
OIL & GAS
GAS
107,900
1D 0.75%
5D -0.19%
Buy Vol. 888,669
Sell Vol. 773,064
POW
12,350
1D 2.92%
5D 2.92%
Buy Vol. 27,807,083
Sell Vol. 24,214,331
PLX
39,000
1D 0.65%
5D 2.90%
Buy Vol. 1,282,103
Sell Vol. 1,511,885
POW: Revenue in January only reached 85% of the plan. During the Lunar New Year, demand for electrical load drops sharply, power plants (especially thermal power plants) operate with low output.
VINGROUP
VIC
53,400
1D 0.95%
5D -1.48%
Buy Vol. 5,627,673
Sell Vol. 4,679,286
VHM
42,500
1D 0.00%
5D -6.18%
Buy Vol. 4,250,152
Sell Vol. 3,255,211
VRE
28,400
1D 0.18%
5D 0.71%
Buy Vol. 1,990,370
Sell Vol. 2,039,298
VIC: According to Bloomberg, VinFast has cut about 80 employees in North America, including the American CFO.
FOOD & BEVERAGE
VNM
76,500
1D 0.66%
5D 2.00%
Buy Vol. 1,471,790
Sell Vol. 1,695,732
MSN
92,900
1D -0.11%
5D 1.20%
Buy Vol. 645,815
Sell Vol. 763,124
SAB
189,700
1D 0.37%
5D -2.12%
Buy Vol. 81,711
Sell Vol. 59,160
VNM: The farm project in Lao - Jargo (currently has 1,000 dairy cows and is expected to import 4,000 additionally) is expected to launch products in 2023.
OTHERS
BVH
50,100
1D 1.42%
5D 1.52%
Buy Vol. 1,042,047
Sell Vol. 820,002
VJC
102,800
1D 0.10%
5D 0.88%
Buy Vol. 262,654
Sell Vol. 208,266
FPT
81,600
1D 0.00%
5D 1.12%
Buy Vol. 1,202,284
Sell Vol. 2,131,164
MWG
43,300
1D 1.29%
5D -1.59%
Buy Vol. 2,108,831
Sell Vol. 1,943,103
GVR
14,750
1D 1.72%
5D -1.34%
Buy Vol. 2,864,281
Sell Vol. 2,388,601
SSI
19,500
1D 2.09%
5D 0.78%
Buy Vol. 19,421,295
Sell Vol. 20,682,364
HPG
21,300
1D 2.40%
5D 3.40%
Buy Vol. 45,479,772
Sell Vol. 46,880,595
MWG: A member of Arisaig Partners Fund (Singapore) bought more than 4 million shares of MWG, a fund specializing in investment in the field of consumer goods, with a scale of more than billion dollars. The fund group mainly focuses on leading enterprises in the industry, with competitive advantages and high returns. Arisaig Partners currently has 4 members, of which Arisaig Asia Fund is the largest fund, holding nearly 104 million MWG shares.
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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