Market brief 10/03/2023 - Pinetree Securities

Market brief 10/03/2023
Market brief March 10, 2023

Market brief 10/03/2023

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Market brief 10/03/2023

VIETNAM STOCK MARKET

VN-INDEX

1,053.00

1D -0.28%

YTD 4.56%

VN30

1,047.20

1D -0.29%

YTD 4.18%

HNX

207.86

1D -0.56%

YTD 1.24%

UPCOM

76.83

1D 0.30%

YTD 7.23%

Net Foreign buy (B)

417.08

1D 0.00%

YTD 0.00%

Total trading value (B)

10,285.22

1D -14.02%

YTD 19.37%

At the beginning of the session, VN-Index dropped 6 points and struggled strongly below reference with low liquidity before recovering slightly at the end of the session. Oil and gas, banking, financial services were the three most negative sectors in the market today with some typical stocks such as PLX, PVD, PVS, TCB, TPB, etc. On the contrary, F&B and basic resources were among the rare groups that gained today.

ETF & DERIVATIVES

E1VFVN30

17,850

1D -0.45%

YTD 3.00%

FUEMAV30

12,370

1D -0.32%

YTD 3.78%

FUESSV30

12,710

1D -0.86%

YTD 1.84%

FUESSV50

15,700

1D 0.64%

YTD 11.74%

FUESSVFL

15,310

1D 0.13%

YTD 6.69%

FUEVFVND

22,100

1D -1.12%

YTD -1.34%

FUEVN100

13,220

1D -0.60%

YTD 2.08%

VN30F2309

1,039

1D -0.54%

YTD 0.00%

VN30F2306

1,040

1D -0.37%

YTD 0.00%

VN30F2304

1,042

1D -0.57%

YTD 0.00%

VN30F2303

1,050

1D -0.09%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,143.97

1D -1.67%

YTD 7.85%

Shanghai

3,230.08

1D -1.40%

YTD 4.56%

Kospi

2,394.59

1D -1.01%

YTD 7.07%

Hang Seng

19,319.92

1D -3.04%

YTD -2.33%

STI (Singapore)

3,175.15

1D -1.22%

YTD -2.34%

SET (Thailand)

1,599.37

1D -0.92%

YTD -4.25%

Brent oil ($/barrel)

81.31

1D -0.47%

YTD -5.35%

Gold ($/ounce)

1,839.85

1D 0.23%

YTD 0.75%

Asian stocks slumped, with financials leading a region-wide selloff, as investors fretted over the risks to broader markets from troubles emanating at a Silicon Valley-based lender. A key gauge of Chinese stocks erased all its gains for 2023, weighed down by uncertainty over the economic outlook and a lack of fresh catalysts from the ongoing National People’s Congress.

VIETNAM ECONOMY

Vnibor

6.20%

1D (bps) -8

YTD (bps) 123

Deposit interest 12M

7.40%

5 year-Gov. Bond

4.00%

1D (bps) -1

YTD (bps) -79

10 year-Gov. Bond

4.20%

1D (bps) -7

YTD (bps) -70

USD/VND

23,846

1D (%) -0.04%

YTD (%) 0.36%

EUR/VND

25,800

1D (%) -0.07%

YTD (%) 0.55%

CNY/VND

3,471

1D (%) 0.00%

YTD (%) -0.40%

In the first two months of the year, the State Bank of Vietnam (SBV) bought a large amount of foreign currency up to USD3.5 billion, creating an abundant amount in the liquidity system and making the national foreign exchange reserve quickly replenished significantly, after many days of stabilizing the exchange rate market.

EVENT CALENDAR

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Ex-right date Sun, 06/16/24

No event for this day

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VN30

BANK

VCB

92,100

1D -0.97%

5D 1.32%

Buy Vol. 1,194,236

Sell Vol. 1,428,800

BID

47,150

1D -1.05%

5D 2.72%

Buy Vol. 1,530,058

Sell Vol. 1,788,663

CTG

29,200

1D -0.68%

5D 5.04%

Buy Vol. 3,085,067

Sell Vol. 4,243,448

TCB

27,150

1D -2.34%

5D 1.31%

Buy Vol. 4,229,048

Sell Vol. 5,207,270

VPB

18,300

1D 0.55%

5D 7.65%

Buy Vol. 27,944,220

Sell Vol. 28,322,894

MBB

17,750

1D -0.28%

5D 3.50%

Buy Vol. 12,542,920

Sell Vol. 12,438,546

HDB

18,500

1D 0.00%

5D 3.93%

Buy Vol. 2,636,434

Sell Vol. 3,788,033

TPB

24,000

1D -2.04%

5D 2.56%

Buy Vol. 5,166,360

Sell Vol. 6,298,073

STB

26,000

1D -1.89%

5D 4.00%

Buy Vol. 46,151,238

Sell Vol. 46,932,421

VIB

20,950

1D -1.18%

5D 1.45%

Buy Vol. 4,491,981

Sell Vol. 4,120,040

ACB

24,900

1D -1.78%

5D 1.63%

Buy Vol. 4,684,843

Sell Vol. 5,110,721

TPB: Tien Phong Commercial Joint Stock Bank (TPBank) has just announced the Resolution of the Board of Directors (BOD) related to the contents, the last registration date and the expected time to hold the 2023 Annual General Meeting of Shareholders.

REAL ESTATE

NVL

10,650

1D -2.74%

5D 2.90%

Buy Vol. 19,694,893

Sell Vol. 18,377,813

BCM

83,800

1D -0.24%

5D 0.36%

Buy Vol. 258,949

Sell Vol. 246,675

PDR

11,750

1D -2.08%

5D 11.90%

Buy Vol. 7,452,475

Sell Vol. 9,588,297

NVL: After the incident, the ownership in Novaland of Mr. Bui Thanh Nhon's family was close to the threshold of 51%.

OIL & GAS

GAS

107,000

1D 0.19%

5D 2.39%

Buy Vol. 480,311

Sell Vol. 514,790

POW

12,950

1D -0.38%

5D 4.86%

Buy Vol. 23,690,079

Sell Vol. 18,394,199

PLX

38,150

1D -2.18%

5D -1.68%

Buy Vol. 1,531,232

Sell Vol. 1,164,851

GAS: PV GAS is looking to purchase the first batch of liquefied natural gas (LNG) from Vietnam.

VINGROUP

VIC

53,100

1D 0.19%

5D 0.76%

Buy Vol. 1,584,821

Sell Vol. 2,363,120

VHM

42,850

1D 1.06%

5D 4.64%

Buy Vol. 3,766,723

Sell Vol. 4,323,881

VRE

28,000

1D 3.70%

5D 7.69%

Buy Vol. 3,923,156

Sell Vol. 3,644,446

VIC: GSM JSC with charter capital of VND3,000 billion was founded by Chairman of Vingroup, operating in main areas: car, motorbike and electric taxi rental.

FOOD & BEVERAGE

VNM

76,900

1D 0.52%

5D 1.18%

Buy Vol. 2,504,871

Sell Vol. 3,274,452

MSN

83,900

1D 3.84%

5D 10.39%

Buy Vol. 2,594,886

Sell Vol. 2,279,806

SAB

185,600

1D -0.48%

5D -0.75%

Buy Vol. 394,962

Sell Vol. 393,135

MSN: Masan borrowed VND15,000 billion more syndicated, interest rate 8%/year.

OTHERS

BVH

49,200

1D -0.51%

5D 1.55%

Buy Vol. 401,098

Sell Vol. 327,789

VJC

100,600

1D -1.18%

5D -0.59%

Buy Vol. 512,133

Sell Vol. 495,743

FPT

79,500

1D -1.36%

5D 1.27%

Buy Vol. 1,384,355

Sell Vol. 1,507,680

MWG

39,750

1D -0.63%

5D 0.89%

Buy Vol. 2,689,466

Sell Vol. 2,784,811

GVR

15,000

1D -0.99%

5D 6.38%

Buy Vol. 5,892,863

Sell Vol. 5,648,655

SSI

19,800

1D 0.00%

5D 7.32%

Buy Vol. 27,744,782

Sell Vol. 27,012,666

HPG

21,300

1D 0.47%

5D 4.67%

Buy Vol. 42,762,510

Sell Vol. 44,247,970

FPT: The CEO of FPT receives a salary of more than VND4 billion in 2022, but the income from receiving ESOP shares is 16 times higher.

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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