Market brief 05/06/2023 - Pinetree Securities

Market brief 05/06/2023
Market brief June 5, 2023

Market brief 05/06/2023

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Market brief 05/06/2023

VIETNAM STOCK MARKET

VN-INDEX

1,097.82

1D 0.64%

YTD 9.01%

VN30

1,091.08

1D 0.38%

YTD 8.54%

HNX

226.56

1D 0.23%

YTD 10.35%

UPCOM

84.11

1D 0.18%

YTD 17.39%

Net Foreign buy (B)

-97.08

1D 0.00%

YTD 0.00%

Total trading value (B)

20,091.19

1D -5.18%

YTD 133.19%

The market today had a very strong support from VCB when this stock increased 3.3% according to an information that this bank is fìnding an advisor for a plan to raise about USD1 billion to raise capital. Petroleum and technology were the two most positive sectors in the session with some typical stocks such as BSR, PLX, GAS, CMG, FPT, etc.

ETF & DERIVATIVES

E1VFVN30

18,500

1D -0.70%

YTD 6.75%

FUEMAV30

12,930

1D 0.23%

YTD 8.47%

FUESSV30

13,150

1D 1.00%

YTD 5.37%

FUESSV50

15,930

1D -3.04%

YTD 13.38%

FUESSVFL

17,100

1D 0.35%

YTD 19.16%

FUEVFVND

23,300

1D 2.10%

YTD 4.02%

FUEVN100

14,000

1D 0.72%

YTD 8.11%

VN30F2312

1,072

1D 0.22%

YTD 0.00%

VN30F2309

1,076

1D 0.42%

YTD 0.00%

VN30F2307

1,084

1D 0.54%

YTD 0.00%

VN30F2306

1,087

1D 0.78%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

32,217.43

1D 2.20%

YTD 23.46%

Shanghai

3,232.44

1D 0.07%

YTD 4.63%

Kospi

2,615.41

1D 0.54%

YTD 16.95%

Hang Seng

19,108.50

1D 0.84%

YTD -3.40%

STI (Singapore)

3,186.46

1D 0.64%

YTD -1.99%

SET (Thailand)

1,531.20

1D 0.00%

YTD -8.33%

Brent oil ($/barrel)

77.42

1D 0.64%

YTD -9.88%

Gold ($/ounce)

1,960.60

1D -0.09%

YTD 7.36%

Asian markets mostly rallied after the positive news about the jobs report as well as the debt ceiling agreement from the US market.

VIETNAM ECONOMY

Vnibor

3.91%

1D (bps) -15

YTD (bps) -106

Deposit interest 12M

7.20%

YTD (bps) -20

5 year-Gov. Bond

2.77%

1D (bps) 1

YTD (bps) -202

10 year-Gov. Bond

2.99%

YTD (bps) -191

USD/VND

23,667

1D (%) 0.07%

YTD (%) -0.39%

EUR/VND

25,863

1D (%) 0.06%

YTD (%) 0.80%

CNY/VND

3,370

1D (%) -0.41%

YTD (%) -3.30%

The SBV has pumped nearly VND94 trillion to the market, maintaining excess liquidity for the banking system. In the above context, banks have simultaneously announced to reduce deposit and lending interest rates in the last days of May and early June.

EVENT CALENDAR

M
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W
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F
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20
21
22
23
24
25
26
Ex-right date Thu, 05/23/24

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

VN30

BANK

VCB

98,000

1D 3.27%

5D 5.26%

Buy Vol. 1,908,420

Sell Vol. 2,478,001

BID

44,700

1D 0.00%

5D 1.82%

Buy Vol. 1,690,198

Sell Vol. 2,108,231

CTG

28,750

1D 0.35%

5D 2.68%

Buy Vol. 7,628,269

Sell Vol. 10,708,247

TCB

31,900

1D -0.93%

5D 5.63%

Buy Vol. 11,254,540

Sell Vol. 11,456,950

VPB

19,750

1D -0.50%

5D 2.07%

Buy Vol. 21,862,295

Sell Vol. 31,086,767

MBB

19,800

1D 0.51%

5D 5.60%

Buy Vol. 32,986,926

Sell Vol. 40,349,814

HDB

19,050

1D 0.00%

5D 1.33%

Buy Vol. 4,169,895

Sell Vol. 6,806,639

TPB

26,100

1D -0.76%

5D 7.41%

Buy Vol. 18,092,652

Sell Vol. 15,717,199

STB

28,050

1D -0.88%

5D 1.26%

Buy Vol. 41,227,659

Sell Vol. 29,832,819

VIB

23,200

1D 0.65%

5D 8.92%

Buy Vol. 13,576,005

Sell Vol. 16,957,436

ACB

21,750

1D -0.23%

5D 3.53%

Buy Vol. 22,342,213

Sell Vol. 26,850,245

VCB: VCB shares rose to the highest price in history on June 5, a few days after the bank was approved by the SBV to increase charter capital. In today's trading session, VCB stock at one point increased by more than 4% to VND98,700, before closing at VND98,000. The old record closing price of VCB was VND96,000 achieved on February 6 this year.

REAL ESTATE

NVL

13,500

1D -2.53%

5D 3.45%

Buy Vol. 41,601,557

Sell Vol. 60,145,173

BCM

77,800

1D -0.26%

5D 0.00%

Buy Vol. 93,766

Sell Vol. 116,255

PDR

14,700

1D -1.67%

5D 7.30%

Buy Vol. 18,049,558

Sell Vol. 20,906,898

NVL: As planned, Novaland said it will continue to complete 4 projects in Ho Chi Minh City, component projects of Aqua City, NovaWorld Ho Tram and NovaWorld Phan Thiet.

OIL & GAS

GAS

94,000

1D 2.17%

5D 0.21%

Buy Vol. 1,043,617

Sell Vol. 935,622

POW

13,950

1D 2.20%

5D 2.57%

Buy Vol. 37,787,183

Sell Vol. 30,823,150

PLX

39,100

1D 2.22%

5D 3.17%

Buy Vol. 2,895,259

Sell Vol. 2,864,553

Brent oil could return to $100/barrel due to supply shortage.

VINGROUP

VIC

52,100

1D 0.19%

5D -1.14%

Buy Vol. 2,867,394

Sell Vol. 3,502,222

VHM

53,700

1D 0.56%

5D -3.24%

Buy Vol. 3,207,797

Sell Vol. 2,372,157

VRE

27,100

1D 0.00%

5D -2.17%

Buy Vol. 5,504,073

Sell Vol. 6,421,986

VIC: VF has just withdrawn its previously filed IPO application at the end of 2022 in the US. Instead, it is expected to submit a new application to list after the merger with Black Spade Company.

FOOD & BEVERAGE

VNM

66,500

1D 0.91%

5D -0.89%

Buy Vol. 5,447,198

Sell Vol. 6,099,138

MSN

74,100

1D 2.49%

5D 3.49%

Buy Vol. 3,504,038

Sell Vol. 3,121,997

SAB

159,400

1D 0.89%

5D 2.64%

Buy Vol. 293,626

Sell Vol. 449,730

VNM: Vinamilk has the first farm and dairy factory in Vietnam to be carbon neutral.

OTHERS

BVH

44,500

1D 0.91%

5D 1.25%

Buy Vol. 1,667,278

Sell Vol. 2,134,412

VJC

96,800

1D 0.00%

5D -2.71%

Buy Vol. 751,896

Sell Vol. 810,713

FPT

85,000

1D 1.43%

5D 2.29%

Buy Vol. 2,701,675

Sell Vol. 2,305,477

MWG

41,200

1D 0.98%

5D 6.46%

Buy Vol. 10,520,894

Sell Vol. 10,303,101

GVR

18,350

1D -2.91%

5D 0.82%

Buy Vol. 9,372,004

Sell Vol. 8,930,842

SSI

24,100

1D 0.00%

5D 2.99%

Buy Vol. 36,047,574

Sell Vol. 42,465,462

HPG

21,650

1D 0.23%

5D 0.93%

Buy Vol. 32,205,375

Sell Vol. 49,342,802

FPT: Under the agreement, FPT Vietnam and Mila Institute (Quebec Artificial Intelligence Center in Montreal) will continue to develop core research projects such as health, environment, climate change and AI ethics.

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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