Market brief 04/05/2023 - Pinetree Securities
Market brief 04/05/2023
Market brief May 4, 2023

Market brief 04/05/2023

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Market brief 04/05/2023

VIETNAM STOCK MARKET

VN-INDEX

1,040.61

1D -0.81%

YTD 3.33%

VN30

1,039.64

1D -1.12%

YTD 3.43%

HNX

208.15

1D 0.32%

YTD 1.38%

UPCOM

77.27

1D -0.64%

YTD 7.84%

Net Foreign buy (B)

-312.91

1D 0.00%

YTD 0.00%

Total trading value (B)

12,218.73

1D 3.44%

YTD 41.82%

In the first trading session after the holiday, VNIndex dropped at the beginning of the morning session and remained in red throughout the session. Market liquidity continued to improve as it increased by nearly 10.8% compared to last week's session. Foreign investors turned to a net selling of nearly VND313 billion, focusing on VNM (-38 billion), CTG (-31 billion), STB (-30 billion), GMD (-29 billion), MSN (-25 billion)…

ETF & DERIVATIVES

E1VFVN30

17,930

1D -1.48%

YTD 3.46%

FUEMAV30

12,270

1D -1.29%

YTD 2.94%

FUESSV30

12,640

1D -5.32%

YTD 1.28%

FUESSV50

15,520

1D -5.94%

YTD 10.46%

FUESSVFL

15,840

1D -0.81%

YTD 10.38%

FUEVFVND

22,440

1D -1.15%

YTD 0.18%

FUEVN100

13,290

1D -0.45%

YTD 2.63%

VN30F2312

1,027

1D -0.47%

YTD 0.00%

VN30F2309

1,028

1D -1.00%

YTD 0.00%

VN30F2306

1,030

1D -0.25%

YTD 0.00%

VN30F2305

1,035

1D -0.72%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,157.95

1D 1.04%

YTD 11.74%

Shanghai

3,350.46

1D 0.82%

YTD 8.46%

Kospi

2,500.94

1D -0.02%

YTD 11.83%

Hang Seng

19,948.73

1D 0.27%

YTD 0.85%

STI (Singapore)

3,269.18

1D -0.04%

YTD 0.55%

SET (Thailand)

1,533.30

1D 0.27%

YTD -8.21%

Brent oil ($/barrel)

69.03

1D -5.28%

YTD -19.65%

Gold ($/ounce)

2,039.62

1D -0.84%

YTD 11.69%

Most Asian stock markets rallied on May 4, after the US Fed raised interest rates to control inflation. At the end of the two-day meeting on May 2-3, the Fed raised the basic interest rate by 0.25 pbs to about 5-5.25%. This is the 10th consecutive rate hike by the Fed since March 2022. However, the Fed said it may pause raising interest rates to allow to assess the consequences of recent bank failures and monitor inflation.

VIETNAM ECONOMY

Vnibor

4.91%

1D (bps) 30

YTD (bps) -6

Deposit interest 12M

7.20%

1D (bps) -20

YTD (bps) -20

5 year-Gov. Bond

3.00%

1D (bps) 1

YTD (bps) -179

10 year-Gov. Bond

3.17%

1D (bps) 1

YTD (bps) -173

USD/VND

23,621

1D (%) -0.12%

YTD (%) -0.59%

EUR/VND

26,650

1D (%) -0.31%

YTD (%) 3.86%

CNY/VND

3,460

1D (%) -0.20%

YTD (%) -0.72%

On the domestic market, a survey of interest rates listed on the websites of 34 domestic banks in May 4 morning showed that some banks continued to reduce deposit interest rates. Excluding VPBank, large private banks have all lowered 12-month deposit interest rates to around 8%, such as SHB (7.9%), Techcombank (7.8%), ACB (7.75%), Sacombank (7.6%), MB (7.3%).

EVENT CALENDAR

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Ex-right date Sat, 12/28/24

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VN30

BANK

VCB

88,500

1D -2.21%

5D -1.67%

Buy Vol. 758,247

Sell Vol. 1,146,787

BID

43,750

1D 0.57%

5D -0.34%

Buy Vol. 694,005

Sell Vol. 835,922

CTG

28,250

1D -2.08%

5D -0.35%

Buy Vol. 3,938,886

Sell Vol. 3,875,896

TCB

29,050

1D -1.53%

5D -2.84%

Buy Vol. 3,464,429

Sell Vol. 3,377,135

VPB

19,550

1D -1.76%

5D 0.77%

Buy Vol. 11,400,691

Sell Vol. 17,386,344

MBB

18,200

1D -1.36%

5D -1.09%

Buy Vol. 9,781,435

Sell Vol. 12,514,774

HDB

18,800

1D 0.00%

5D -1.05%

Buy Vol. 1,605,376

Sell Vol. 1,786,760

TPB

23,600

1D -0.84%

5D 2.39%

Buy Vol. 3,673,187

Sell Vol. 3,556,301

STB

25,150

1D -0.59%

5D 0.00%

Buy Vol. 15,797,452

Sell Vol. 17,485,818

VIB

20,200

1D -1.46%

5D -0.25%

Buy Vol. 4,287,121

Sell Vol. 5,012,661

ACB

24,700

1D 2.07%

5D 2.28%

Buy Vol. 7,394,353

Sell Vol. 6,957,424

VCB: According to the financial report of the first quarter, the consolidated profit before tax and after tax of Vietcombank reached VND11,221 billion and VND8,992 billion, up nearly 13% over the same period last year. Vietcombank has approved the business plan for 2023 with the target that pre-tax profit will increase by at least 15% compared to 2022. Previously, this bank recorded a consolidated profit before tax of VND37,368 billion in 2022. Thus, in 2023, Vietcombank expects a minimum profit of about VND43 trillion.

REAL ESTATE

NVL

13,550

1D -5.24%

5D -3.90%

Buy Vol. 63,794,064

Sell Vol. 58,737,524

BCM

78,100

1D -0.76%

5D -0.51%

Buy Vol. 106,148

Sell Vol. 154,252

PDR

13,700

1D -3.18%

5D -0.36%

Buy Vol. 12,655,243

Sell Vol. 14,556,736

NVL: A project of Novaland that has been cleared of legal obstacles is The Grand Manhattan (District 1, Ho Chi Minh City) which has been re-constructed after a temporary pause.

OIL & GAS

GAS

92,000

1D -0.86%

5D -0.22%

Buy Vol. 415,586

Sell Vol. 434,386

POW

13,000

1D -0.76%

5D 1.17%

Buy Vol. 33,848,834

Sell Vol. 17,739,587

PLX

37,450

1D 0.00%

5D 0.00%

Buy Vol. 1,072,018

Sell Vol. 1,758,169

PLX: In Q1, PLX's revenue increased slightly by 1%, to more than VND67.4 trillion. COGS decreased slightly by 1%, thereby helping PLX achieve a gross profit of nearly VND3.56 trillion, up 28% QoQ.

VINGROUP

VIC

51,300

1D -1.54%

5D 1.58%

Buy Vol. 2,292,509

Sell Vol. 2,997,023

VHM

49,500

1D 0.00%

5D 4.21%

Buy Vol. 2,235,015

Sell Vol. 2,023,594

VRE

27,250

1D -1.62%

5D 0.93%

Buy Vol. 2,894,824

Sell Vol. 2,802,084

VIC: In Q12023, Vingroup's real estate revenue accounted for 74%, is the main source of revenue of the group, with a contribution of nearly VND29,000 billion, approximately Q42022.

FOOD & BEVERAGE

VNM

68,600

1D -2.00%

5D -1.29%

Buy Vol. 3,890,501

Sell Vol. 3,674,151

MSN

70,600

1D -3.42%

5D -2.35%

Buy Vol. 1,452,516

Sell Vol. 1,537,755

SAB

166,600

1D -3.14%

5D -4.25%

Buy Vol. 194,007

Sell Vol. 284,721

MSN: Masan achieved revenue of VND18,706 billion in the first quarter of 2023, up 3% QoQ, despite the challenging macro environment.

OTHERS

BVH

45,250

1D 0.78%

5D 0.89%

Buy Vol. 714,306

Sell Vol. 596,367

VJC

95,500

1D -1.55%

5D 0.42%

Buy Vol. 301,966

Sell Vol. 392,926

FPT

78,500

1D 1.29%

5D 0.26%

Buy Vol. 1,359,897

Sell Vol. 870,165

MWG

37,900

1D -3.32%

5D -1.94%

Buy Vol. 3,854,096

Sell Vol. 4,538,774

GVR

15,700

1D 0.96%

5D 1.62%

Buy Vol. 4,784,882

Sell Vol. 5,328,718

SSI

21,750

1D 0.93%

5D 2.84%

Buy Vol. 28,985,458

Sell Vol. 31,390,916

HPG

21,300

1D -1.62%

5D -1.84%

Buy Vol. 30,938,151

Sell Vol. 29,839,740

VJC: According to the parent company's Q1/2023 business results report, Vietjet's air transportation revenue reached VND12,880 billion, profit after tax reached VND168 billion, up 286% and 320% respectively compared to the same period in 2022. In which, ancillary revenue reached VND4,312 billion, contributing more than 33% of total revenue.

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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