Market brief 21/03/2023 - Pinetree Securities

Market brief 21/03/2023
Market brief March 21, 2023

Market brief 21/03/2023

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Market brief 21/03/2023

VIETNAM STOCK MARKET

VN-INDEX

1,032.43

1D 0.91%

YTD 2.52%

VN30

1,035.04

1D 1.03%

YTD 2.97%

HNX

203.11

1D 0.74%

YTD -1.07%

UPCOM

75.67

1D -0.46%

YTD 5.61%

Net Foreign buy (B)

126.77

1D 0.00%

YTD 0.00%

Total trading value (B)

9,428.55

1D -14.24%

YTD 9.43%

VN-Index struggled around the reference level before bouncing up strongly after 2pm. Basic resources, real estates and financial services were the most positive sectors today with typical stocks such as VHM, DXG, NKG, HPG, SSI, etc. VHM stock mostly gained today after the news of selling part of the Vinhomes Ocean Park 3 project to CapitaLand with a total value of up to USD1.5 billion.

ETF & DERIVATIVES

E1VFVN30

17,600

1D 1.15%

YTD 1.56%

FUEMAV30

12,230

1D 1.33%

YTD 2.60%

FUESSV30

12,630

1D 0.96%

YTD 1.20%

FUESSV50

15,310

1D -0.20%

YTD 8.97%

FUESSVFL

15,070

1D 1.01%

YTD 5.02%

FUEVFVND

21,850

1D 0.23%

YTD -2.46%

FUEVN100

13,010

1D 0.15%

YTD 0.46%

VN30F2309

1,025

1D 0.35%

YTD 0.00%

VN30F2306

1,027

1D 0.75%

YTD 0.00%

VN30F2304

1,027

1D 1.07%

YTD 0.00%

VN30F2303

1,031

1D 0.79%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,945.67

1D 0.00%

YTD 3.26%

Shanghai

3,255.65

1D 0.64%

YTD 5.39%

Kospi

2,388.35

1D 0.38%

YTD 6.79%

Hang Seng

19,258.76

1D 1.36%

YTD -2.64%

STI (Singapore)

3,173.93

1D 1.09%

YTD -2.38%

SET (Thailand)

1,577.18

1D 1.40%

YTD -5.58%

Brent oil ($/barrel)

74.44

1D 5.13%

YTD -13.35%

Gold ($/ounce)

1,970.60

1D -0.99%

YTD 7.91%

Asian stocks increased on Tuesday, with the rescue of Credit Suisse stemming selling in bank shares, though the mood was fragile and the stress in the financial system had traders unsure how Federal Reserve policymakers will respond this week.

VIETNAM ECONOMY

Vnibor

2.22%

1D (bps) -62

YTD (bps) -275

Deposit interest 12M

7.40%

5 year-Gov. Bond

3.82%

1D (bps) -3

YTD (bps) -97

10 year-Gov. Bond

3.93%

1D (bps) -2

YTD (bps) -98

USD/VND

23,756

1D (%) 0.00%

YTD (%) -0.02%

EUR/VND

26,078

1D (%) 0.66%

YTD (%) 1.63%

CNY/VND

3,503

1D (%) 0.23%

YTD (%) 0.52%

According to the SBV, the average overnight interbank interest rate (main term accounts for 90-95% of the transaction value) in the session of March 17 fell to 3.4% from 4.14%/year. Thus, compared to the previous record of 6.22% last week ago, the interbank overnight interest rate has decreased by nearly half.

EVENT CALENDAR

M
T
W
T
F
S
S
20
21
22
23
24
25
26
Ex-right date Thu, 05/23/24

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

VN30

BANK

VCB

86,500

1D 1.65%

5D -4.95%

Buy Vol. 2,270,034

Sell Vol. 1,533,974

BID

45,350

1D 0.00%

5D 0.67%

Buy Vol. 1,578,827

Sell Vol. 1,100,044

CTG

28,300

1D 1.07%

5D -2.41%

Buy Vol. 2,788,742

Sell Vol. 2,161,007

TCB

26,350

1D 0.38%

5D 0.19%

Buy Vol. 4,356,235

Sell Vol. 4,158,593

VPB

20,350

1D 3.30%

5D 4.90%

Buy Vol. 49,671,087

Sell Vol. 43,326,469

MBB

17,350

1D 0.29%

5D 0.87%

Buy Vol. 16,453,250

Sell Vol. 14,531,415

HDB

17,400

1D -2.25%

5D -3.60%

Buy Vol. 7,448,022

Sell Vol. 9,451,523

TPB

21,600

1D 0.00%

5D -0.96%

Buy Vol. 4,045,488

Sell Vol. 4,392,246

STB

24,600

1D 1.65%

5D 0.82%

Buy Vol. 23,355,119

Sell Vol. 20,412,619

VIB

20,750

1D 0.97%

5D 2.47%

Buy Vol. 5,825,880

Sell Vol. 4,715,941

ACB

24,200

1D 0.83%

5D 0.62%

Buy Vol. 3,891,335

Sell Vol. 3,551,739

TPB: TPBank Trade Union has transferred 227 thousand TPB shares at par value of VND2.27 billion, thereby increasing the number of shares owned to 704,440 shares, equivalent to 0.04453% of TPBank shares. The transfer date is March 15, 2023.

REAL ESTATE

NVL

11,050

1D -0.45%

5D 3.27%

Buy Vol. 15,973,469

Sell Vol. 22,182,334

BCM

82,000

1D 0.49%

5D -1.32%

Buy Vol. 200,207

Sell Vol. 174,605

PDR

11,600

1D -1.69%

5D -1.69%

Buy Vol. 15,871,563

Sell Vol. 15,554,325

BCM: Becamex IDC transferred more than 22,000 m2 of land in My Phuoc 3 Residential Area to Becamex Setia with a transfer value of more than VND222 billion.

OIL & GAS

GAS

103,200

1D 0.19%

5D -4.18%

Buy Vol. 291,569

Sell Vol. 217,407

POW

13,200

1D 2.72%

5D 2.72%

Buy Vol. 17,288,477

Sell Vol. 12,267,823

PLX

34,700

1D -1.98%

5D -6.47%

Buy Vol. 2,580,923

Sell Vol. 5,121,142

POW: PV Power profit increased by nearly VND230 billion after the audit.

VINGROUP

VIC

52,800

1D 0.00%

5D -0.38%

Buy Vol. 3,383,400

Sell Vol. 2,610,296

VHM

45,400

1D 6.70%

5D 1.45%

Buy Vol. 5,029,741

Sell Vol. 3,536,960

VRE

29,450

1D 1.55%

5D 2.26%

Buy Vol. 6,501,862

Sell Vol. 5,143,998

VHM: Vinhomes shares suddenly rose to near the ceiling in the session after some positive recent news.

FOOD & BEVERAGE

VNM

74,400

1D 0.13%

5D -2.87%

Buy Vol. 2,443,562

Sell Vol. 2,295,430

MSN

80,100

1D -1.72%

5D -4.19%

Buy Vol. 1,825,698

Sell Vol. 1,540,045

SAB

186,000

1D -1.59%

5D -2.11%

Buy Vol. 227,340

Sell Vol. 258,680

MSN: Masan Group brand value increased by more than VND1,200 billion in 2022.

OTHERS

BVH

49,000

1D 0.00%

5D 0.62%

Buy Vol. 406,662

Sell Vol. 534,946

VJC

103,800

1D -1.70%

5D 2.06%

Buy Vol. 684,166

Sell Vol. 644,633

FPT

78,100

1D 0.64%

5D -0.76%

Buy Vol. 1,639,400

Sell Vol. 1,033,236

MWG

38,500

1D 1.05%

5D -0.26%

Buy Vol. 2,770,478

Sell Vol. 2,760,771

GVR

14,450

1D 0.70%

5D 1.05%

Buy Vol. 2,923,866

Sell Vol. 2,804,560

SSI

20,000

1D 2.56%

5D 4.99%

Buy Vol. 31,982,638

Sell Vol. 32,620,186

HPG

20,450

1D 2.25%

5D 0.74%

Buy Vol. 38,457,723

Sell Vol. 38,067,781

HPG: The 2022 audited financial statements of Hoa Phat Group said that the Board members of the Company in 2022 do not receive remuneration. Last year, the number of payments was up to VND118 billion (equivalent to nearly 10 billion VND/month).

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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