Market Brief 17/03/2023
VIETNAM STOCK MARKET
VN-INDEX
1,045.14
1D -0.22%
YTD 3.78%
VN30
1,047.71
1D 0.07%
YTD 4.23%
HNX
204.47
1D 0.14%
YTD -0.41%
UPCOM
76.43
1D 0.54%
YTD 6.67%
Net Foreign buy (B)
730.77
1D 0.00%
YTD 0.00%
Total trading value (B)
11,338.30
1D 7.47%
YTD 31.60%
The market fluctuated in the portfolio restructuring session of ETFs , the trading volume in ATC session contributed more than 34% of the whole session. The oil and gas industry continued to have a negative session when Brent oil price broke through the bottom of 2022. Foreign investors net bought VND615 billion on HOSE but on the selling side, they sold strongly HPG VND400 billion, STB VND224 billion.
ETF & DERIVATIVES
E1VFVN30
17,800
1D 0.17%
YTD 2.71%
FUEMAV30
12,350
1D 0.16%
YTD 3.61%
FUESSV30
13,100
1D 2.18%
YTD 4.97%
FUESSV50
15,500
1D -0.26%
YTD 10.32%
FUESSVFL
15,160
1D 0.33%
YTD 5.64%
FUEVFVND
22,000
1D 0.23%
YTD -1.79%
FUEVN100
13,300
1D 0.91%
YTD 2.70%
VN30F2309
1,040
1D -0.38%
YTD 0.00%
VN30F2306
1,041
1D -0.05%
YTD 0.00%
VN30F2304
1,041
1D -1.00%
YTD 0.00%
VN30F2303
1,045
1D -0.23%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,333.79
1D 1.20%
YTD 4.75%
Shanghai
3,250.55
1D 0.73%
YTD 5.22%
Kospi
2,395.69
1D 0.75%
YTD 7.12%
Hang Seng
19,518.59
1D 1.64%
YTD -1.33%
STI (Singapore)
3,183.28
1D 0.88%
YTD -2.09%
SET (Thailand)
1,563.67
1D 0.58%
YTD -6.39%
Brent oil ($/barrel)
75.79
1D 1.49%
YTD -11.78%
Gold ($/ounce)
1,935.20
1D 0.53%
YTD 5.97%
Asian stocks rebound strongly on Friday, ending a tumultuous week. Oil prices firmed on Friday after a meeting between Saudi Arabia and Russia, but were headed for their biggest weekly falls since December as a banking crisis rocked global financial and oil markets. Accordingly, OPEC+ chiefs from Saudi Arabia and Russia met in Riyadh on Thursday, and discussed efforts by the group to “promote market balance and stability."
VIETNAM ECONOMY
Vnibor
3.50%
1D (bps) -67
YTD (bps) -147
Deposit interest 12M
7.40%
5 year-Gov. Bond
3.86%
1D (bps) -3
YTD (bps) -93
10 year-Gov. Bond
3.93%
1D (bps) -7
YTD (bps) -97
USD/VND
23,760
1D (%) 0.08%
YTD (%) 0.00%
EUR/VND
25,846
1D (%) 0.31%
YTD (%) 0.73%
CNY/VND
3,495
1D (%) 0.23%
YTD (%) 0.29%
The USD has weakened, besides, the Euro has increased slightly after Credit Suisse bank received liquidity support. This has allayed concerns about the collapse of the banking system that could spread to Europe. In the domestic market, the USD/VND exchange rate doesn't seem to have much change today.
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
No event for this day
No event for this day
No event for this day
No event for this day
SELECTED NEWS
- EVN explains about stopping the purchase of 172 MW of solar power from Trung Nam;
- Quang Ninh will build a 130-hectare airport in Co To;
- Deposit interest rates continued to decline;
- ECB raises interest rates by 50 basis points;
- 11 banks pledge USD30 billion to rescue First Republic Bank;
- Treasury Secretary Yellen says not all uninsured deposits will be protected in future bank failures, SVB, Signature Bank are exceptions.
VN30
BANK
VCB
89,000
1D -2.20%
5D -3.37%
Buy Vol. 3,950,349
Sell Vol. 3,193,865
BID
46,300
1D 0.11%
5D -1.80%
Buy Vol. 876,146
Sell Vol. 1,197,202
CTG
29,000
1D 0.17%
5D -0.68%
Buy Vol. 1,976,997
Sell Vol. 3,468,711
TCB
26,650
1D -0.37%
5D -1.84%
Buy Vol. 2,561,572
Sell Vol. 4,039,011
VPB
19,700
1D 1.29%
5D 7.65%
Buy Vol. 33,842,309
Sell Vol. 30,329,451
MBB
17,450
1D 0.00%
5D -1.69%
Buy Vol. 11,861,706
Sell Vol. 12,864,862
HDB
18,500
1D 3.64%
5D 0.00%
Buy Vol. 4,833,214
Sell Vol. 6,091,202
TPB
25,300
1D 2.64%
5D 5.42%
Buy Vol. 18,467,242
Sell Vol. 17,338,117
STB
25,050
1D 1.83%
5D -3.65%
Buy Vol. 56,671,292
Sell Vol. 37,842,647
VIB
20,950
1D 0.24%
5D 0.00%
Buy Vol. 7,114,778
Sell Vol. 6,116,394
ACB
24,350
1D -0.20%
5D -2.21%
Buy Vol. 2,726,661
Sell Vol. 4,281,496
By the end of 2022, Vietcombank continued to lead the banking system for the 5th consecutive year, with profits far ahead of the two banks in the group: BIDV (VND23,058 billion) and VietinBank (VND21,113 billion). With the above results, VCB's ROE ratio is nearly 24.2%, much higher than BIDV (19.4%) and VietinBank (16.8%). In terms of asset quality, Vietcombank has the lowest NPL ratio in the Big3 group, at 0.64% of outstanding loans. This figure at VietinBank and BIDV is 1.24% and 1.16%, respectively.
REAL ESTATE
NVL
11,500
1D 3.14%
5D 7.98%
Buy Vol. 28,653,948
Sell Vol. 38,224,677
BCM
82,400
1D 0.24%
5D -1.67%
Buy Vol. 101,701
Sell Vol. 153,978
PDR
12,200
1D 0.00%
5D 3.83%
Buy Vol. 12,616,792
Sell Vol. 14,592,905
NVL: Mr. Dennis Ng Teck Yow has been appointed general director of local property firm Novaland. He previously worked as general director at Gamuda Land Vietnam.
OIL & GAS
GAS
103,700
1D -0.86%
5D -3.08%
Buy Vol. 465,724
Sell Vol. 401,061
POW
13,400
1D 1.13%
5D 3.47%
Buy Vol. 25,407,588
Sell Vol. 26,863,541
PLX
35,400
1D -2.61%
5D -7.21%
Buy Vol. 9,600,697
Sell Vol. 6,568,858
GAS: Due to mistakes in information disclosure and lack of independent BOD members, PV Gas was fined VND270 million.
VINGROUP
VIC
53,200
1D -0.19%
5D 0.19%
Buy Vol. 4,169,009
Sell Vol. 4,482,866
VHM
43,350
1D -2.58%
5D 1.17%
Buy Vol. 6,571,359
Sell Vol. 6,757,285
VRE
29,500
1D 1.90%
5D 5.36%
Buy Vol. 8,154,118
Sell Vol. 12,160,414
VIC: The battery factory for VinFast is about to start operation in March with a scale of 24 million battery cells/year.
FOOD & BEVERAGE
VNM
74,500
1D -2.49%
5D -3.12%
Buy Vol. 4,788,588
Sell Vol. 4,513,928
MSN
83,500
1D -0.36%
5D -0.48%
Buy Vol. 1,703,275
Sell Vol. 2,147,600
SAB
192,000
1D 0.52%
5D 3.45%
Buy Vol. 508,730
Sell Vol. 814,726
MSN: In March, Masan paid on time VND3,000 billion of bonds advised by TCBS for issuance.
OTHERS
BVH
50,000
1D 2.88%
5D 1.63%
Buy Vol. 1,049,447
Sell Vol. 2,236,985
VJC
108,900
1D 6.76%
5D 8.25%
Buy Vol. 1,038,928
Sell Vol. 1,262,378
FPT
79,000
1D -0.25%
5D -0.63%
Buy Vol. 1,349,188
Sell Vol. 1,119,027
MWG
39,400
1D 0.00%
5D -0.88%
Buy Vol. 1,524,844
Sell Vol. 2,099,168
GVR
14,900
1D 0.34%
5D -0.67%
Buy Vol. 2,316,236
Sell Vol. 3,931,724
SSI
20,300
1D 0.74%
5D 2.53%
Buy Vol. 36,326,202
Sell Vol. 43,649,127
HPG
20,400
1D -2.16%
5D -4.23%
Buy Vol. 68,914,077
Sell Vol. 66,159,984
MWG: MWG plans for 2023 with net revenue of VND135,000 billion and profit after tax of VND4,200 billion, a slight increase of 1% and 2% respectively compared to the results of 2022.
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
Pinetree Securities Corporation
-
Zalo OA: Chứng khoán Pinetree
-
Fanpage: Chứng khoán Pinetree
-
Youtube channel: Pinetree Securities
The posts are using photos and images from freepik and other free image stock websites.
