Market Brief 30/03/2023
VIETNAM STOCK MARKET
VN-INDEX
1,059.44
1D 0.29%
YTD 5.20%
VN30
1,067.24
1D 0.55%
YTD 6.17%
HNX
205.95
1D 0.18%
YTD 0.31%
UPCOM
76.49
1D -0.31%
YTD 6.76%
Net Foreign buy (B)
-416.18
1D 0.00%
YTD 0.00%
Total trading value (B)
12,400.01
1D 32.52%
YTD 43.92%
At the beginning of the morning session, VNIndex opened a gap up by 5 points, mainly driven by some government spending and banking stocks. However, the upward momentum gradually narrowed after 11am, many government spending stocks such as VCG, KSB, FCN, etc. ended the session with a sharp drop. Oil and gas was the industry with the strongest gain today, however, the positivity was mainly contributed by PLX.
ETF & DERIVATIVES
E1VFVN30
18,220
1D 1.05%
YTD 5.14%
FUEMAV30
12,620
1D 0.96%
YTD 5.87%
FUESSV30
13,020
1D 0.15%
YTD 4.33%
FUESSV50
15,020
1D -2.66%
YTD 6.90%
FUESSVFL
15,960
1D 1.27%
YTD 11.22%
FUEVFVND
22,290
1D 0.13%
YTD -0.49%
FUEVN100
13,450
1D 0.22%
YTD 3.86%
VN30F2309
1,060
1D 1.50%
YTD 0.00%
VN30F2306
1,059
1D 1.16%
YTD 0.00%
VN30F2305
1,062
1D 1.38%
YTD 0.00%
VN30F2304
1,065
1D 1.24%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,782.93
1D -0.36%
YTD 6.47%
Shanghai
3,261.25
1D 0.65%
YTD 5.57%
Kospi
2,453.16
1D 0.38%
YTD 9.69%
Hang Seng
20,309.13
1D 0.58%
YTD 2.67%
STI (Singapore)
3,257.18
1D -0.16%
YTD 0.18%
SET (Thailand)
1,605.42
1D -0.32%
YTD -3.89%
Brent oil ($/barrel)
78.34
1D 1.03%
YTD -8.81%
Gold ($/ounce)
1,987.85
1D 0.58%
YTD 8.85%
A steadier tone in Asian stocks continued on Thursday as investors hoped the banking sector had turned a corner on its recent turmoil to help markets end the quarter on a positive note. Stronger Chinese-led emerging markets growth will likely buffer the stocks, bonds and currencies of many developing nations as markets in the United States and Europe are whipped around by banking turmoil.
VIETNAM ECONOMY
Vnibor
1.00%
1D (bps) -5
YTD (bps) -397
Deposit interest 12M
7.40%
5 year-Gov. Bond
3.47%
1D (bps) -12
YTD (bps) -132
10 year-Gov. Bond
3.57%
1D (bps) -10
YTD (bps) -133
USD/VND
23,695
1D (%) 0.19%
YTD (%) -0.27%
EUR/VND
25,952
1D (%) -0.81%
YTD (%) 1.14%
CNY/VND
3,482
1D (%) 0.09%
YTD (%) -0.09%
The downward trend of interbank interest rates has not stopped because the liquidity of the banking system is quite redundant. Although the State Bank has allocated a credit room for banks, the demand for credit is growing very slowly. As of March 20, 2023, the credit growth of the economy was only 1.61%, while the figure for the same period in 2022 was 4.03%.
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
- The GSO explained the reason why more than 60,000 enterprises withdrew from the market;
- Cai Mep- Thi Vai port welcomes the largest container ship ever;
- Ho Chi Minh City develops golf tourism to attract tourists;
- Bloomberg: The US is paying the price for being overbanked;
- A USD3 trillion threat to global financial markets looms in Japan;
- The UBS takeover of Credit Suisse comes with a huge amount of risk, UBS chairman Colm Kelleher admitted.
VN30
BANK
VCB
92,700
1D 0.43%
5D 2.21%
Buy Vol. 617,037
Sell Vol. 917,268
BID
46,200
1D 0.00%
5D 0.65%
Buy Vol. 1,119,165
Sell Vol. 1,635,949
CTG
29,000
1D 0.00%
5D 1.05%
Buy Vol. 2,576,115
Sell Vol. 4,286,350
TCB
27,700
1D -1.07%
5D 5.73%
Buy Vol. 7,649,613
Sell Vol. 11,491,910
VPB
20,900
1D 0.00%
5D -0.71%
Buy Vol. 26,678,917
Sell Vol. 31,666,668
MBB
18,250
1D -0.27%
5D 4.89%
Buy Vol. 19,090,332
Sell Vol. 22,264,741
HDB
18,700
1D 3.31%
5D 5.95%
Buy Vol. 12,058,552
Sell Vol. 12,500,990
TPB
22,150
1D 1.14%
5D 0.45%
Buy Vol. 6,087,724
Sell Vol. 5,907,460
STB
26,000
1D 2.56%
5D 4.00%
Buy Vol. 75,433,030
Sell Vol. 72,973,358
VIB
21,350
1D 0.47%
5D 3.39%
Buy Vol. 9,608,923
Sell Vol. 9,743,484
ACB
24,600
1D 0.82%
5D 0.41%
Buy Vol. 4,155,260
Sell Vol. 5,419,906
TCB: Techcombank has just released the document of the General Meeting of Shareholders in 2023. Accordingly, Techcombank sets a plan for consolidated pre-tax profit of VND22,000 billion, down 14% compared to 2022. TCB sets a target for a credit balance of VND511,297 billion. NPL ratio is lower than 1.5%. Accordingly, this year is the 12th consecutive year that Techcombank has not paid a cash dividend.
REAL ESTATE
NVL
12,800
1D 1.99%
5D 14.80%
Buy Vol. 48,125,286
Sell Vol. 50,787,704
BCM
82,300
1D 0.12%
5D 0.49%
Buy Vol. 182,131
Sell Vol. 141,054
PDR
12,400
1D 0.00%
5D 3.33%
Buy Vol. 7,710,725
Sell Vol. 10,988,114
PDR: PDR has received shares transferred from the founding shareholders of Phat Dat Industrial Park Investment and Development JSC.
OIL & GAS
GAS
102,400
1D -0.39%
5D -0.10%
Buy Vol. 267,165
Sell Vol. 574,040
POW
13,200
1D -1.12%
5D 0.00%
Buy Vol. 12,340,742
Sell Vol. 15,454,491
PLX
36,900
1D 2.50%
5D 2.93%
Buy Vol. 2,374,858
Sell Vol. 2,891,149
PLX: Petrolimex announced the cancellation of the record date, which is March 31, and postponed the time of holding the Annual General Meeting of Shareholders.
VINGROUP
VIC
53,700
1D 0.37%
5D 1.70%
Buy Vol. 1,844,123
Sell Vol. 2,186,809
VHM
49,550
1D 3.23%
5D 3.23%
Buy Vol. 3,048,725
Sell Vol. 3,337,777
VRE
29,900
1D 2.22%
5D 2.05%
Buy Vol. 11,522,992
Sell Vol. 13,425,342
VHM: VHM led the gain of real estate group on March 30, and was also the stock that contributed the most to VNIndex's gain.
FOOD & BEVERAGE
VNM
75,000
1D 0.13%
5D -0.40%
Buy Vol. 1,438,745
Sell Vol. 2,495,003
MSN
79,200
1D 0.51%
5D 0.25%
Buy Vol. 1,924,649
Sell Vol. 2,039,589
SAB
185,000
1D -0.22%
5D -1.60%
Buy Vol. 115,745
Sell Vol. 116,405
MSN: MSN has just announced that it has successfully disbursed the first phase of USD375 million, under the guarantee of a USD650 million syndicated loan signed in February 2023.
OTHERS
BVH
48,450
1D 0.31%
5D -0.92%
Buy Vol. 335,260
Sell Vol. 364,984
VJC
106,300
1D 0.09%
5D 0.57%
Buy Vol. 294,382
Sell Vol. 347,062
FPT
79,100
1D 0.13%
5D 1.41%
Buy Vol. 1,117,991
Sell Vol. 1,185,877
MWG
38,600
1D -0.26%
5D 2.12%
Buy Vol. 4,435,291
Sell Vol. 5,120,060
GVR
14,700
1D -0.34%
5D 1.38%
Buy Vol. 3,715,383
Sell Vol. 4,073,687
SSI
20,950
1D -0.48%
5D 2.95%
Buy Vol. 41,560,885
Sell Vol. 54,270,655
HPG
20,800
1D 0.00%
5D 1.96%
Buy Vol. 33,725,366
Sell Vol. 51,761,821
HPG: Chairman Tran Dinh Long pointed out four factors that caused HPG's business results to decline, including (i)the real estate industry faced difficulties since Q2/2022 (ii)the price of coking coal tripled, making HPG's gross profit margin dropped sharply (iii)USD price increased continuously during the year, causing HPG's net exchange rate loss of VND1,858 billion, (iv)interest rate increased sharply in the last 6 months of the year.
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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