Morning Brief 01/03/2023 - Pinetree Securities
Morning Brief 01/03/2023
Morning brief March 1, 2023

Morning Brief 01/03/2023

Download PDF

Morning Brief 01/03/2023

GLOBAL MARKET

DJIA

32,656.70

1D -0.71%

YTD -1.48%

S&P500

3,970.15

1D -0.30%

YTD 3.40%

NASDAQ

11,455.54

1D -0.10%

YTD 9.45%

VIX

20.70

1D -1.19%

FTSE 100

7,876.28

1D -0.74%

YTD 5.70%

DAX

15,365.14

1D -0.11%

YTD 10.35%

CAC40

7,267.93

1D -0.38%

YTD 12.27%

Brent oil ($/barrel)

83.26

1D 1.39%

YTD -3.08%

Gold ($/ounce)

1,833.35

1D 0.47%

YTD 0.39%

U.S. stocks closed out February in subdued fashion and each of the three major indexes ended with monthly declines, as investors continue to assess whether interest rates will remain high for an extended period of time. The blue-chip Dow (.DJI) dipped, weighed down by a 3.80% drop in Goldman Sachs (GS.N) after Chief Executive David Solomon said the bank is considering "strategic alternatives" for its consumer business.

VIETNAM ECONOMY

Vnibor

5.28%

1D (bps) -55

YTD (bps) 31

Deposit interest 12M

7.40%

5 year-Gov. Bond

4.08%

1D (bps) 3

YTD (bps) -71

10 year-Gov. Bond

4.26%

1D (bps) 1

YTD (bps) -64

USD/VND

23,935

1D (%) -0.25%

YTD (%) 0.74%

EUR/VND

25,871

1D (%) -0.52%

YTD (%) 0.83%

CNY/VND

3,501

1D (%) 0.00%

YTD (%) 0.46%

The SBV has just approved the first credit room in 2023 for a few banks. In which, MSB was approved for the highest credit room, at 13.5%. In 2023, the SBV said, the orientation for the credit room will be around 14-15%, with adjustments to suit the actual situation. This target is slightly better than the initial orientation of 2022 (14%). Even if conditions are favorable, the credit room will be adjusted more.

VIETNAM STOCK MARKET

VN-INDEX

1,024.68

1D 0.34%

YTD 1.75%

VN30

1,014.96

1D 0.35%

YTD 0.97%

HNX

202.38

1D -0.44%

YTD -1.43%

UPCOM

76.44

1D 0.78%

YTD 6.69%

Net Foreign buy (B)

16.11

Total trading value (B)

7,503.93

1D -29.81%

YTD -12.91%

Session 28/02, proprietary traders net sold VND49.1billion. In which, TCB was the most sold with a nearly of VND16 billion. Conversely, MBB and STB were the most bought with a value of VND21 billion for each ticker.

INTRADAY

VN30 (12M)

EVENT CALENDAR

M
T
W
T
F
S
S
26
27
28
29
01
02
03
Ex-right date Fri, 03/01/24

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

Copyright © 2022. Pinetree Securities Corporation| Tax Code: 0101294902