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
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
- PMI in April dropped to 46.7 points, businesses are still optimistic even though it is difficult to find new orders';
- Electricity price increases up to 3% from today;
- In the first 4 months of 2023, CPI increased by 3.84% over the same period last year; core inflation increased by 4.9%;
- The Fed raises interest rates for the 10th time in a row, signaling that the tightening cycle is 'coming to an end';
- White House: Default could cost more than 8 million jobs in the US;
- US: SEC passes regulation requiring private funds to increase transparency.
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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