Market brief 25/05/2023 - Pinetree Securities

Market brief 25/05/2023
Market brief May 25, 2023

Market brief 25/05/2023

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Market brief 25/05/2023

VIETNAM STOCK MARKET

VN-INDEX

1,064.63

1D 0.27%

YTD 5.71%

VN30

1,062.15

1D 0.06%

YTD 5.67%

HNX

216.78

1D 0.38%

YTD 5.59%

UPCOM

80.71

1D -0.27%

YTD 12.64%

Net Foreign buy (B)

-387.87

1D 0.00%

YTD 0.00%

Total trading value (B)

14,047.73

1D -11.27%

YTD 63.04%

Today, the stock market struggled. At the end of the session, VNIndex kept the green color. Foreign investors had the fourth consecutive net selling session with a value of nearly VND388 billion, the total accumulated net selling value since the beginning of the month of foreign investors has reached nearly VND2,700 billion.

ETF & DERIVATIVES

E1VFVN30

18,090

1D -0.17%

YTD 4.39%

FUEMAV30

12,540

1D 0.32%

YTD 5.20%

FUESSV30

13,010

1D 0.08%

YTD 4.25%

FUESSV50

16,090

1D -0.62%

YTD 14.52%

FUESSVFL

16,150

1D -0.55%

YTD 12.54%

FUEVFVND

22,190

1D -0.36%

YTD -0.94%

FUEVN100

13,540

1D 0.45%

YTD 4.56%

VN30F2312

1,049

1D 0.09%

YTD 0.00%

VN30F2309

1,053

1D 0.14%

YTD 0.00%

VN30F2307

1,055

1D 0.23%

YTD 0.00%

VN30F2306

1,057

1D 0.09%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

30,801.13

1D 0.35%

YTD 18.04%

Shanghai

3,201.26

1D -0.11%

YTD 3.63%

Kospi

2,554.69

1D -0.50%

YTD 14.23%

Hang Seng

18,746.92

1D -1.73%

YTD -5.23%

STI (Singapore)

3,207.72

1D -0.20%

YTD -1.34%

SET (Thailand)

1,535.42

1D -0.07%

YTD -8.08%

Brent oil ($/barrel)

73.09

1D -6.53%

YTD -14.92%

Gold ($/ounce)

1,962.24

1D 0.28%

YTD 7.45%

Asian stocks fell to a two-month low in the afternoon of May 25, as investors' fears increased as negotiations to raise the US debt ceiling remained deadlocked.

VIETNAM ECONOMY

Vnibor

4.18%

1D (bps) -16

YTD (bps) -79

Deposit interest 12M

7.20%

YTD (bps) -20

5 year-Gov. Bond

2.77%

1D (bps) -3

YTD (bps) -202

10 year-Gov. Bond

3.02%

YTD (bps) -188

USD/VND

23,685

1D (%) 0.19%

YTD (%) -0.32%

EUR/VND

25,626

1D (%) -1.27%

YTD (%) -0.13%

CNY/VND

3,391

1D (%) -0.09%

YTD (%) -2.70%

The Governor requested the organizations of the State Bank and credit institutions to proactively implement the policy of restructuring the repayment term and keeping the debt group unchanged according to Circular 02 in a synchronous and unified manner from the central to localities, from the State Bank to credit institutions.

EVENT CALENDAR

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Ex-right date Thu, 05/23/24

No event for this day

No event for this day

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No event for this day

No event for this day

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VN30

BANK

VCB

93,200

1D 0.65%

5D -1.89%

Buy Vol. 1,067,814

Sell Vol. 996,823

BID

43,750

1D 0.57%

5D -2.02%

Buy Vol. 1,617,254

Sell Vol. 1,104,156

CTG

27,600

1D -0.54%

5D -0.54%

Buy Vol. 5,554,736

Sell Vol. 5,460,653

TCB

29,800

1D 0.00%

5D 0.85%

Buy Vol. 5,021,202

Sell Vol. 5,037,040

VPB

19,200

1D -1.03%

5D -0.26%

Buy Vol. 14,426,372

Sell Vol. 17,336,470

MBB

18,450

1D -0.81%

5D -0.81%

Buy Vol. 9,123,948

Sell Vol. 11,304,544

HDB

19,500

1D 0.00%

5D 0.52%

Buy Vol. 2,761,022

Sell Vol. 2,926,542

TPB

23,400

1D -0.43%

5D 0.00%

Buy Vol. 2,510,333

Sell Vol. 1,969,640

STB

27,000

1D -1.46%

5D -0.74%

Buy Vol. 58,973,092

Sell Vol. 49,386,981

VIB

20,900

1D -0.48%

5D -2.56%

Buy Vol. 7,908,493

Sell Vol. 5,611,919

ACB

25,100

1D -0.20%

5D 0.40%

Buy Vol. 12,931,193

Sell Vol. 13,209,834

Surveying the interest rates listed at 34 domestic banks at 9:30 a.m., up to 28 banks have changed their interest rates. In which, most of them decreased by 0.5 percentage points for terms from 1 month to less than 6 months to the ceiling of 5%/year and kept the long terms unchanged. Many banks even reduced the highest interest rates for terms from 1 to less than 6 months to 4.5 - 4.8 percentage points such as Viet Capital Bank, SeABank, LPBank, TPBank.

REAL ESTATE

NVL

13,200

1D -0.38%

5D -0.75%

Buy Vol. 16,116,824

Sell Vol. 21,073,310

BCM

77,400

1D 0.52%

5D -1.40%

Buy Vol. 75,771

Sell Vol. 143,459

PDR

13,550

1D -0.73%

5D 2.65%

Buy Vol. 12,551,713

Sell Vol. 14,843,104

NVL: At the end of Q1/2023, NVL recorded an inventory of VND136,905 billion, up 1% compared to the beginning of the year. In which, 91% are real estate projects under construction.

OIL & GAS

GAS

94,700

1D 2.38%

5D 1.83%

Buy Vol. 1,234,764

Sell Vol. 1,002,208

POW

13,450

1D -0.37%

5D 0.37%

Buy Vol. 13,652,576

Sell Vol. 13,867,266

PLX

37,350

1D 0.13%

5D -0.27%

Buy Vol. 871,054

Sell Vol. 958,704

GAS: GAS sets a revenue target for 2023 of only VND76.4 trillion, (-24% YoY), profit after tax is just over VND6.5 trillion, (-57% YoY), on the basis of oil price reaching 70USD/barrel.

VINGROUP

VIC

52,600

1D 0.00%

5D -1.13%

Buy Vol. 2,314,708

Sell Vol. 3,231,937

VHM

55,000

1D 0.92%

5D 0.00%

Buy Vol. 2,382,079

Sell Vol. 3,385,434

VRE

27,700

1D 0.18%

5D -1.42%

Buy Vol. 2,525,371

Sell Vol. 3,079,385

VHM: As of March 31, 2023, VHM has VND377.622 billion in total assets, up 4%; in which, VND60,947 billion is inventory, down 5% from the beginning of the year, accounting for 16% of total assets.

FOOD & BEVERAGE

VNM

67,100

1D 1.21%

5D -3.03%

Buy Vol. 3,055,670

Sell Vol. 2,475,550

MSN

72,000

1D 0.28%

5D -1.64%

Buy Vol. 1,335,068

Sell Vol. 1,296,602

SAB

158,000

1D -0.32%

5D -2.65%

Buy Vol. 181,604

Sell Vol. 295,754

MSN: In the first quarter of 2023, WinCommerce opened 55 more WinMart+ and 1 WinMart, a total of 3,442 locations nationwide for both minimarts and supermarkets.

OTHERS

BVH

44,100

1D -0.79%

5D -1.56%

Buy Vol. 769,448

Sell Vol. 1,077,965

VJC

98,000

1D -0.41%

5D -1.41%

Buy Vol. 1,125,283

Sell Vol. 1,218,412

FPT

83,200

1D 2.34%

5D 0.36%

Buy Vol. 3,567,479

Sell Vol. 2,069,402

MWG

38,000

1D 0.13%

5D -0.26%

Buy Vol. 3,063,066

Sell Vol. 2,918,414

GVR

16,750

1D 4.04%

5D 5.68%

Buy Vol. 19,439,639

Sell Vol. 10,723,575

SSI

22,500

1D -0.88%

5D -1.32%

Buy Vol. 31,195,723

Sell Vol. 31,140,602

HPG

21,200

1D -0.47%

5D -3.42%

Buy Vol. 24,129,275

Sell Vol. 26,114,345

FPT: FPT said that the IT Services segment in the foreign market continued its impressive growth, reaching VND7,315 billion in revenue in Q1/2023, equivalent to an increase of 32%, led by growth coming from the Japanese market (up 36.4%) and APAC (up 64%).

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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