Market Brief 29/03/2023
VIETNAM STOCK MARKET
VN-INDEX
1,056.33
1D 0.19%
YTD 4.89%
VN30
1,061.45
1D 0.25%
YTD 5.60%
HNX
205.59
1D -0.08%
YTD 0.14%
UPCOM
76.73
1D 1.52%
YTD 7.09%
Net Foreign buy (B)
-212.60
1D 0.00%
YTD 0.00%
Total trading value (B)
9,357.04
1D -26.34%
YTD 8.60%
VCB was pulled at the end of the session, becoming the stock that contributed the most to the increase of VNIndex. On the other side, GAS dropped the most, putting pressure on VNIndex. The retail industry fell deeply, mainly from the duo MWG and FRT. The controversy related to Home Credit yesterday could be a negative factor for this retail stock duo.
ETF & DERIVATIVES
E1VFVN30
18,030
1D -0.83%
YTD 4.04%
FUEMAV30
12,500
1D 0.00%
YTD 4.87%
FUESSV30
13,000
1D -0.38%
YTD 4.17%
FUESSV50
15,430
1D 1.51%
YTD 9.82%
FUESSVFL
15,760
1D -0.69%
YTD 9.83%
FUEVFVND
22,260
1D 0.04%
YTD -0.63%
FUEVN100
13,420
1D 0.52%
YTD 3.63%
VN30F2309
1,044
1D 0.00%
YTD 0.00%
VN30F2306
1,047
1D 0.00%
YTD 0.00%
VN30F2305
1,048
1D 0.00%
YTD 0.00%
VN30F2304
1,052
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,883.78
1D 1.33%
YTD 6.86%
Shanghai
3,240.06
1D -0.16%
YTD 4.88%
Kospi
2,443.92
1D 0.37%
YTD 9.28%
Hang Seng
20,192.40
1D 2.06%
YTD 2.08%
STI (Singapore)
3,262.54
1D 0.22%
YTD 0.35%
SET (Thailand)
1,610.52
1D 0.22%
YTD -3.58%
Brent oil ($/barrel)
78.76
1D 0.25%
YTD -8.32%
Gold ($/ounce)
1,986.20
1D -0.07%
YTD 8.76%
Hong Kong market rallied thanks to investor optimism after Alibaba's restructuring announcement. Hong Kong shares of Alibaba Group soared on Wednesday, marking a vote of confidence from investors after the company announced a major restructuring plan. The restructure, which was announced on Tuesday, has helped boost investor confidence in the wider Chinese tech sector, which has been battered by a heavy regulatory crackdown in recent years.
VIETNAM ECONOMY
Vnibor
1.05%
1D (bps) -3
YTD (bps) -392
Deposit interest 12M
7.40%
5 year-Gov. Bond
3.59%
1D (bps) -2
YTD (bps) -120
10 year-Gov. Bond
3.67%
1D (bps) -3
YTD (bps) -123
USD/VND
23,655
1D (%) -0.04%
YTD (%) -0.44%
EUR/VND
26,235
1D (%) 0.09%
YTD (%) 2.24%
CNY/VND
3,481
1D (%) -0.17%
YTD (%) -0.11%
Many banks have adjusted savings interest rates with a reduction of 0.1 - 0.7% for 12-month terms in the past half-month, bringing the interest rate down to less than 9%. Compared to the peak period at the end of last year, there was a time when the interest rate was up to 12% a year, then the savings interest rate has dropped sharply.
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
- CPI in the first quarter of 2023 increased by 4.18%;
- FDI in the first 3 months of 2023 decreased sharply compared to the previous year;
- Da Nang has a water plant worth VND1,200 billion;
- Sergio Ermotti returns as UBS CEO to oversee Credit Suisse takeover;
- French banks raided over tax fraud allegations;
- USD850 million withdrawn from Binance before CFTC’s lawsuit.
VN30
BANK
VCB
92,300
1D 0.54%
5D 3.71%
Buy Vol. 759,816
Sell Vol. 939,287
BID
46,200
1D 0.43%
5D 0.22%
Buy Vol. 947,261
Sell Vol. 1,120,218
CTG
29,000
1D 0.35%
5D 1.75%
Buy Vol. 3,604,498
Sell Vol. 3,879,178
TCB
28,000
1D 1.63%
5D 6.87%
Buy Vol. 8,960,844
Sell Vol. 12,505,965
VPB
20,900
1D -0.48%
5D -0.48%
Buy Vol. 28,029,388
Sell Vol. 29,369,390
MBB
18,300
1D 1.67%
5D 5.17%
Buy Vol. 25,250,372
Sell Vol. 21,278,846
HDB
18,100
1D -0.28%
5D 2.55%
Buy Vol. 2,221,376
Sell Vol. 3,388,345
TPB
21,900
1D 0.23%
5D 0.46%
Buy Vol. 3,458,239
Sell Vol. 3,707,826
STB
25,350
1D -0.20%
5D 2.22%
Buy Vol. 33,427,507
Sell Vol. 35,121,730
VIB
21,250
1D 0.47%
5D 2.66%
Buy Vol. 11,005,643
Sell Vol. 10,040,508
ACB
24,400
1D -0.20%
5D 1.04%
Buy Vol. 17,963,249
Sell Vol. 17,540,811
VPB: In 2023, VPBank aims to increase pre-tax profit by 13% to VND24,003 billion. Total assets are expected to increase by 39% to VND877trillion. Deposits and valuable papers increased by 41% to VND518 trillion. Credit balance increased by 33% to VND636 trillion. NPL ratio is controlled below 3%.
REAL ESTATE
NVL
12,550
1D -0.40%
5D 13.06%
Buy Vol. 25,624,780
Sell Vol. 29,889,197
BCM
82,200
1D -0.12%
5D 0.86%
Buy Vol. 263,803
Sell Vol. 207,746
PDR
12,400
1D -0.40%
5D 4.20%
Buy Vol. 7,857,484
Sell Vol. 12,096,303
As of March 27, there were more than 9 million comments from agencies, organizations and individuals on the Draft amended Land Law.
OIL & GAS
GAS
102,800
1D -0.87%
5D -0.10%
Buy Vol. 235,895
Sell Vol. 331,122
POW
13,350
1D 0.38%
5D 1.52%
Buy Vol. 9,533,877
Sell Vol. 11,136,914
PLX
36,000
1D 0.56%
5D 3.75%
Buy Vol. 1,022,508
Sell Vol. 1,353,459
According to the IEA, global oil inventories hit the highest level since September 2021, with OECD oil inventories increasing by four times the average increase of the last five years.
VINGROUP
VIC
53,500
1D 0.19%
5D 1.33%
Buy Vol. 1,238,521
Sell Vol. 1,352,153
VHM
48,000
1D 0.00%
5D 0.73%
Buy Vol. 2,372,320
Sell Vol. 2,146,640
VRE
29,250
1D 0.00%
5D -1.52%
Buy Vol. 2,702,773
Sell Vol. 3,116,909
VIC: In terms of service charges, GSM is the company with the lowest fees when compared to traditional taxis.
FOOD & BEVERAGE
VNM
74,900
1D 0.67%
5D 0.67%
Buy Vol. 1,584,521
Sell Vol. 2,017,241
MSN
78,800
1D 1.55%
5D -2.11%
Buy Vol. 2,153,322
Sell Vol. 1,745,805
SAB
185,400
1D -0.32%
5D -1.12%
Buy Vol. 107,509
Sell Vol. 132,464
In 2023, MSR (subsidiary of MSN) sets a target of VND16,500 billion in revenue, up 6% y/y for scenario 1. Scenario 2, the company targets VND18,200 billion in revenue, up 17% y/y.
OTHERS
BVH
48,300
1D -0.41%
5D -1.43%
Buy Vol. 434,736
Sell Vol. 537,727
VJC
106,200
1D -0.19%
5D 1.34%
Buy Vol. 396,966
Sell Vol. 325,981
FPT
79,000
1D -0.25%
5D 0.64%
Buy Vol. 1,252,842
Sell Vol. 889,402
MWG
38,700
1D -1.02%
5D 1.98%
Buy Vol. 3,415,982
Sell Vol. 3,592,503
GVR
14,750
1D -0.34%
5D 1.72%
Buy Vol. 2,837,653
Sell Vol. 3,425,457
SSI
21,050
1D 1.20%
5D 6.05%
Buy Vol. 29,829,079
Sell Vol. 33,627,789
HPG
20,800
1D 0.48%
5D 2.46%
Buy Vol. 33,644,833
Sell Vol. 45,878,842
FPT: In the first 2 months of the year, FPT's profit before tax of foreign IT services increased by 27.3% over the same period. The education and investment sectors grew strongly. Particularly, the domestic information technology service segment is facing difficulties due to a decrease in demand.
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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