Market brief 09/06/2023 - Pinetree Securities

Market brief 09/06/2023
Market brief June 9, 2023

Market brief 09/06/2023

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Market brief 09/06/2023

VIETNAM STOCK MARKET

VN-INDEX

1,107.53

1D 0.56%

YTD 9.97%

VN30

1,100.85

1D 0.77%

YTD 9.52%

HNX

227.60

1D 0.36%

YTD 10.86%

UPCOM

84.19

1D 0.20%

YTD 17.50%

Net Foreign buy (B)

75.00

1D 0.00%

YTD 0.00%

Total trading value (B)

19,367.90

1D -29.09%

YTD 124.79%

Many investors feared that the market would continue to sell-off today, but that did not happen. Cash inflow continued to pour into the market in the afternoon, helping VNIndex to close at the highest level of the session. Volume and value recorded a significant decrease of more than 30% compared to yesterday.

ETF & DERIVATIVES

E1VFVN30

18,740

1D -0.11%

YTD 8.14%

FUEMAV30

13,040

1D 1.09%

YTD 9.40%

FUESSV30

13,450

1D -0.37%

YTD 7.77%

FUESSV50

16,420

1D 1.99%

YTD 16.87%

FUESSVFL

17,060

1D 0.00%

YTD 18.89%

FUEVFVND

23,300

1D 0.56%

YTD 4.02%

FUEVN100

14,120

1D 0.14%

YTD 9.03%

VN30F2312

1,075

1D 0.08%

YTD 0.00%

VN30F2309

1,082

1D 0.32%

YTD 0.00%

VN30F2307

1,091

1D 0.48%

YTD 0.00%

VN30F2306

1,095

1D 0.58%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

32,265.17

1D 1.97%

YTD 23.65%

Shanghai

3,231.41

1D 0.55%

YTD 4.60%

Kospi

2,641.16

1D 1.16%

YTD 18.10%

Hang Seng

19,389.95

1D 0.47%

YTD -1.98%

STI (Singapore)

3,186.97

1D 0.01%

YTD -1.98%

SET (Thailand)

1,555.11

1D -0.28%

YTD -6.90%

Brent oil ($/barrel)

71.35

1D -5.71%

YTD -16.95%

Gold ($/ounce)

1,977.95

1D -0.03%

YTD 8.31%

Following the rally of Wall Street, Asian stocks rose in the afternoon of June 9. Japan's Nikkei 225 led regional markets, up 1.97% to 32,265.17 points. Meanwhile, the main indexes of China also recorded gains.

VIETNAM ECONOMY

Vnibor

3.09%

1D (bps) -48

YTD (bps) -188

Deposit interest 12M

6.80%

1D (bps) -40

YTD (bps) -60

5 year-Gov. Bond

2.68%

1D (bps) -8

YTD (bps) -211

10 year-Gov. Bond

2.94%

1D (bps) -1

YTD (bps) -196

USD/VND

23,685

1D (%) 0.11%

YTD (%) -0.32%

EUR/VND

25,701

1D (%) -1.37%

YTD (%) 0.16%

CNY/VND

3,362

1D (%) -0.33%

YTD (%) -3.53%

In the past 5 months, total state budget revenue was estimated at VND769,600 billion, total state budget expenditure was estimated at VND653,100 billion; estimated state budget surplus VND116,500 billion.

EVENT CALENDAR

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Ex-right date Sat, 06/15/24

No event for this day

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VN30

BANK

VCB

100,500

1D 0.50%

5D 5.90%

Buy Vol. 1,241,973

Sell Vol. 1,488,262

BID

43,450

1D -0.57%

5D -2.80%

Buy Vol. 2,012,332

Sell Vol. 1,873,452

CTG

28,350

1D -0.70%

5D -1.05%

Buy Vol. 9,902,039

Sell Vol. 11,059,131

TCB

32,400

1D 2.05%

5D 0.62%

Buy Vol. 10,691,997

Sell Vol. 7,918,247

VPB

19,500

1D 0.00%

5D -1.76%

Buy Vol. 18,415,888

Sell Vol. 19,331,673

MBB

20,250

1D 1.25%

5D 2.79%

Buy Vol. 23,425,749

Sell Vol. 19,741,381

HDB

18,500

1D -1.07%

5D -2.89%

Buy Vol. 3,828,487

Sell Vol. 4,691,704

TPB

18,650

1D 1.41%

5D -1.29%

Buy Vol. 12,538,148

Sell Vol. 13,884,845

STB

28,100

1D 1.81%

5D -0.71%

Buy Vol. 26,847,692

Sell Vol. 22,252,051

VIB

23,400

1D 2.41%

5D 1.52%

Buy Vol. 23,472,960

Sell Vol. 16,641,299

ACB

21,550

1D -0.23%

5D -1.15%

Buy Vol. 13,840,634

Sell Vol. 14,587,586

VPB: From June 7, VPBank simultaneously reduced the deposit interest rate by 0.3 percentage points for terms of 6 months or more. In which, the 6-month term is applied with the interest rate of 7.5%; 7-month term is 7.6%/year; 8 - 9 month term is applied with the highest interest rate of 7.8%/year; 10-12 month term is 7.5% and over 12 months is 6.7%.

REAL ESTATE

NVL

14,600

1D 2.82%

5D 5.42%

Buy Vol. 68,320,576

Sell Vol. 71,628,284

BCM

80,000

1D 0.88%

5D 2.56%

Buy Vol. 857,431

Sell Vol. 576,958

PDR

16,900

1D 3.68%

5D 13.04%

Buy Vol. 37,254,633

Sell Vol. 40,433,038

BCM: plans to 2023 with total revenue of VND9,460 billion, up 19% YoY, EBT reaches VND2,628 billion and NPAT VND2,263 billion, up 38% and 32% respectively over the same period.

OIL & GAS

GAS

93,700

1D 0.11%

5D 1.85%

Buy Vol. 654,523

Sell Vol. 847,715

POW

13,750

1D -0.36%

5D 0.73%

Buy Vol. 13,588,318

Sell Vol. 15,234,051

PLX

38,000

1D -0.78%

5D -0.65%

Buy Vol. 1,067,382

Sell Vol. 1,238,653

POW: In May 2023, POW completed and exceeded the plan with a total power output of 6.97 billion kWh from power plants.

VINGROUP

VIC

52,300

1D -0.19%

5D 0.58%

Buy Vol. 1,708,046

Sell Vol. 2,107,025

VHM

55,500

1D 0.18%

5D 3.93%

Buy Vol. 1,890,785

Sell Vol. 1,887,829

VRE

26,700

1D -0.74%

5D -1.48%

Buy Vol. 4,937,309

Sell Vol. 6,111,291

VIC: On June 8, 2023, VinFast officially announced the small electric car model VF3, researched and developed by VinFast based on the characteristics and traffic habits of domestic consumers.

FOOD & BEVERAGE

VNM

65,800

1D 0.46%

5D -0.15%

Buy Vol. 3,980,605

Sell Vol. 4,725,790

MSN

76,500

1D 2.82%

5D 5.81%

Buy Vol. 9,035,971

Sell Vol. 3,862,889

SAB

158,000

1D -0.19%

5D 0.95%

Buy Vol. 67,415

Sell Vol. 147,652

VNM: By the end of Q1/2023, net revenue of foreign branches reached VND1,203 billion, up 11.3% QoQ thanks to the stable performance of Driftwood in the US and AngkorMilk in Cambodia.

OTHERS

BVH

43,800

1D -0.68%

5D -0.68%

Buy Vol. 1,256,878

Sell Vol. 1,491,243

VJC

96,000

1D -1.23%

5D -0.83%

Buy Vol. 944,561

Sell Vol. 1,087,092

FPT

84,600

1D 1.20%

5D 0.95%

Buy Vol. 1,267,439

Sell Vol. 2,266,279

MWG

41,400

1D 1.85%

5D 1.47%

Buy Vol. 6,565,662

Sell Vol. 8,631,260

GVR

18,050

1D 0.28%

5D -4.50%

Buy Vol. 6,810,370

Sell Vol. 6,337,707

SSI

25,250

1D 3.91%

5D 4.77%

Buy Vol. 46,791,211

Sell Vol. 36,797,094

HPG

22,900

1D 0.44%

5D 6.02%

Buy Vol. 45,681,757

Sell Vol. 47,867,419

HPG: Accumulating 5 months, Hoa Phat has produced 2.34 million tons of crude steel, down 36% compared to the first 5 months of 2022. Sales of steel products reached 2.36 million tons, down 31% over the same period. In which, construction steel reached 1.36 million tons, down 33%. HRC recorded 965,000 tons, down 21% compared to 5 months of 2022.

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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