Market Brief 30/03/2023 - Pinetree Securities

Market Brief 30/03/2023
Market brief March 30, 2023

Market Brief 30/03/2023

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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

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Ex-right date Tue, 06/25/24

No event for this day

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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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