Market brief 03/04/2023
VIETNAM STOCK MARKET
VN-INDEX
1,079.28
1D 1.38%
YTD 7.17%
VN30
1,088.72
1D 1.40%
YTD 8.31%
HNX
210.48
1D 1.44%
YTD 2.52%
UPCOM
77.28
1D 0.68%
YTD 7.86%
Net Foreign buy (B)
-305.75
1D 0.00%
YTD 0.00%
Total trading value (B)
16,371.10
1D 22.96%
YTD 90.01%
The market rebounded strongly from the beginning and remained positive until the end of the session. The market mostly rallied today, led by the real estates sector with many stocks hitting the ceiling price such as NLG, DXG, DIG, HQC when the government approved the 1 million social housing projects as well as SBV reduces the operating interest rate from April 3, 2023.
ETF & DERIVATIVES
E1VFVN30
18,570
1D 0.92%
YTD 7.16%
FUEMAV30
12,850
1D 1.26%
YTD 7.80%
FUESSV30
13,270
1D 0.91%
YTD 6.33%
FUESSV50
15,500
1D -0.32%
YTD 10.32%
FUESSVFL
16,200
1D 0.56%
YTD 12.89%
FUEVFVND
22,650
1D 0.80%
YTD 1.12%
FUEVN100
13,700
1D 1.41%
YTD 5.79%
VN30F2309
1,077
1D 1.65%
YTD 0.00%
VN30F2306
1,079
1D 1.54%
YTD 0.00%
VN30F2305
1,079
1D 1.56%
YTD 0.00%
VN30F2304
1,083
1D 1.59%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
28,188.15
1D 0.52%
YTD 8.02%
Shanghai
3,296.40
1D 0.72%
YTD 6.71%
Kospi
2,472.34
1D -0.18%
YTD 10.55%
Hang Seng
20,415.00
1D 0.07%
YTD 3.20%
STI (Singapore)
3,281.08
1D 0.68%
YTD 0.92%
SET (Thailand)
1,599.81
1D -0.58%
YTD -4.22%
Brent oil ($/barrel)
84.29
1D 0.35%
YTD -1.89%
Gold ($/ounce)
1,981.20
1D -0.01%
YTD 8.49%
At the end of the session, Asian markets mostly gained on positive news from the US market. The US PCE in February has cooled down compared to the previous month, which is a good sign in the Fed fight against inflation.
VIETNAM ECONOMY
Vnibor
1.92%
1D (bps) 42
YTD (bps) -305
Deposit interest 12M
7.40%
5 year-Gov. Bond
3.44%
1D (bps) 4
YTD (bps) -135
10 year-Gov. Bond
3.35%
1D (bps) -15
YTD (bps) -155
USD/VND
23,655
1D (%) 0.06%
YTD (%) -0.44%
EUR/VND
26,206
1D (%) 0.38%
YTD (%) 2.13%
CNY/VND
3,479
1D (%) -0.23%
YTD (%) -0.17%
After showing signs of recovery in February 2023, Vietnam PMI had a setback in March. Accordingly, the PMI in March fell to 47.7 points from 51.2 points in February. S&P Global assessed that, although the decline in business conditions was less than it between the end of last year and the beginning of this year, the decline was still relatively strong.
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
- Many key traffic projects will be completed in 2023;
- 2 economic growth scenarios in 2023;
- Thanh Hoa: Commencement of the GAS & LNG Zone Project with nearly VND4,000 billion;
- Q1/2023: Global M&A activity dropped to the lowest level in more than 10 years;
- Cash flow from China is pouring into the Asian real estates market;
- World gold increased for 2 consecutive quarters.
VN30
BANK
VCB
92,800
1D 1.53%
5D 1.98%
Buy Vol. 1,298,699
Sell Vol. 1,110,975
BID
45,900
1D -0.65%
5D -0.22%
Buy Vol. 1,889,791
Sell Vol. 2,102,373
CTG
29,950
1D 2.57%
5D 4.17%
Buy Vol. 6,523,318
Sell Vol. 6,790,112
TCB
29,300
1D 3.35%
5D 10.57%
Buy Vol. 17,836,518
Sell Vol. 18,672,761
VPB
21,200
1D 0.71%
5D -0.24%
Buy Vol. 22,559,003
Sell Vol. 26,394,436
MBB
18,700
1D 2.47%
5D 4.18%
Buy Vol. 32,770,740
Sell Vol. 33,855,123
HDB
19,350
1D 0.52%
5D 6.32%
Buy Vol. 5,373,515
Sell Vol. 6,756,526
TPB
22,750
1D 2.48%
5D 3.88%
Buy Vol. 12,116,083
Sell Vol. 13,246,420
STB
26,750
1D 2.10%
5D 4.90%
Buy Vol. 46,801,417
Sell Vol. 51,697,074
VIB
21,700
1D 1.40%
5D 2.84%
Buy Vol. 10,179,897
Sell Vol. 9,784,279
ACB
25,250
1D 1.00%
5D 3.27%
Buy Vol. 13,853,173
Sell Vol. 13,814,089
CTG: According to the audited financial report, Vietbank pre-tax income increased to VND656 billion, up 3.2% over the same period in 2021 (unaudited figure was VND649 billion); total assets reached VND111,307 billion, up 7.67% compared to the beginning of the year; The structure of the asset portfolio continued to be restructured in the direction of increasing profitable assets.
REAL ESTATE
NVL
12,850
1D 1.18%
5D 1.18%
Buy Vol. 52,178,153
Sell Vol. 63,014,045
BCM
83,500
1D 0.72%
5D 1.58%
Buy Vol. 208,569
Sell Vol. 157,425
PDR
13,250
1D 6.00%
5D 5.16%
Buy Vol. 21,285,016
Sell Vol. 13,441,689
The government has set a target that by 2030, the total number of social housing apartments in localities will be completed at 1.06 million units.
OIL & GAS
GAS
102,500
1D 0.49%
5D 0.49%
Buy Vol. 539,222
Sell Vol. 883,553
POW
13,200
1D 0.00%
5D -0.75%
Buy Vol. 18,943,898
Sell Vol. 18,744,216
PLX
37,500
1D 0.13%
5D 5.04%
Buy Vol. 2,252,451
Sell Vol. 2,679,047
PLX: Petrolimex said it would cancel the last registration date in March 31, 2023 to finalize the list of shareholders participating in the 2023 Annual General Meeting of Shareholders.
VINGROUP
VIC
58,000
1D 5.45%
5D 8.82%
Buy Vol. 7,578,852
Sell Vol. 6,192,474
VHM
52,600
1D 2.14%
5D 8.68%
Buy Vol. 3,826,892
Sell Vol. 5,182,887
VRE
29,600
1D 0.17%
5D 1.02%
Buy Vol. 4,193,207
Sell Vol. 5,140,710
VIC: Vingroup shares increased strongly, even reaching the ceiling price before the news that the SBV had issued policy to reduce operating interest rates.
FOOD & BEVERAGE
VNM
74,400
1D 0.00%
5D -0.27%
Buy Vol. 1,499,607
Sell Vol. 1,826,714
MSN
76,800
1D -1.29%
5D 0.13%
Buy Vol. 2,648,887
Sell Vol. 2,659,741
SAB
181,000
1D -2.00%
5D -2.69%
Buy Vol. 164,308
Sell Vol. 255,407
MSN: In 2023, Masan Consumer sets a net revenue target from VND28,500 billion to VND31,500 billion; Profit after tax is estimated at about VND 5,600 billion to VND 6,500 billion.
OTHERS
BVH
49,000
1D 1.14%
5D 1.03%
Buy Vol. 654,270
Sell Vol. 574,826
VJC
102,600
1D -2.38%
5D -3.66%
Buy Vol. 478,957
Sell Vol. 434,264
FPT
80,900
1D 2.28%
5D 2.28%
Buy Vol. 2,168,535
Sell Vol. 2,073,647
MWG
39,000
1D 1.17%
5D 2.36%
Buy Vol. 3,598,549
Sell Vol. 4,221,419
GVR
15,950
1D 2.90%
5D 7.05%
Buy Vol. 8,501,535
Sell Vol. 7,566,703
SSI
22,000
1D 2.33%
5D 4.76%
Buy Vol. 54,706,232
Sell Vol. 52,811,750
HPG
21,000
1D 0.96%
5D 0.96%
Buy Vol. 37,272,329
Sell Vol. 48,896,175
HPG: As revealed by management, due to weak demand and steel price, Hoa Phat still suffered a net loss in the first 2 months of the year, but the lower-than-expected loss was included in the plan, the profit in March will have improvement.
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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