Market brief 07/07/2023 - Pinetree Securities
Market brief 07/07/2023
Market brief July 7, 2023

Market brief 07/07/2023

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Market brief 07/07/2023

VIETNAM STOCK MARKET

VN-INDEX

1,138.07

1D 1.05%

YTD 13.01%

VN30

1,129.43

1D 0.89%

YTD 12.36%

HNX

225.82

1D 0.33%

YTD 9.99%

UPCOM

84.66

1D -0.51%

YTD 18.16%

Net Foreign buy (B)

-1,436.67

1D 0.00%

YTD 0.00%

Total trading value (B)

18,708.98

1D -11.70%

YTD 117.14%

Today, the market struggled during the morning session and the situation only really improved in the afternoon session. The buying force returned and surpassed the selling force at the beginning of the session, helping VNIndex to close at the highest price.

ETF & DERIVATIVES

E1VFVN30

19,410

1D 0.05%

YTD 12.00%

FUEMAV30

13,390

1D 0.90%

YTD 12.33%

FUESSV30

13,880

1D 0.80%

YTD 11.22%

FUESSV50

16,880

1D 1.44%

YTD 20.14%

FUESSVFL

17,610

1D 0.40%

YTD 22.72%

FUEVFVND

23,950

1D 1.27%

YTD 6.92%

FUEVN100

14,570

1D 0.21%

YTD 12.51%

VN30F2307

1,125

1D 0.81%

YTD 0.00%

VN30F2308

1,122

1D 0.81%

YTD 0.00%

VN30F2309

1,116

1D 0.50%

YTD 0.00%

VN30F2312

1,108

1D 0.52%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

32,388.42

1D -1.17%

YTD 24.12%

Shanghai

3,196.61

1D -0.28%

YTD 3.47%

Kospi

2,526.71

1D -1.16%

YTD 12.98%

Hang Seng

18,365.70

1D -0.90%

YTD -7.16%

STI (Singapore)

3,139.47

1D -0.35%

YTD -3.44%

SET (Thailand)

1,490.51

1D 0.00%

YTD -10.77%

Brent oil ($/barrel)

76.87

1D 0.42%

YTD -10.52%

Gold ($/ounce)

1,922.45

1D 0.31%

YTD 5.27%

Asian stock markets fell in the afternoon session of 7/7 after a series of data reinforced expectations that the US Federal Reserve (Fed) will continue to raise interest rates to curb inflation. Investors are also closely following US Treasury Secretary Janet Yellen's four-day visit to China to ease strained relations between the economic powers.

VIETNAM ECONOMY

Vnibor

0.48%

1D (bps) -13

YTD (bps) -449

Deposit interest 12M

6.30%

YTD (bps) -110

5 year-Gov. Bond

2.12%

1D (bps) -27

YTD (bps) -267

10 year-Gov. Bond

2.69%

1D (bps) 10

YTD (bps) -221

USD/VND

23,850

1D (%) -0.31%

YTD (%) 0.38%

EUR/VND

26,189

1D (%) -0.27%

YTD (%) 2.07%

CNY/VND

3,337

1D (%) -0.27%

YTD (%) -4.25%

In the first 6 months of the year, total state budget revenue was estimated at VND875,800 billion, total state budget expenditure was estimated at VND804,600 billion; estimated state budget surplus VND71,200 billion.

EVENT CALENDAR

M
T
W
T
F
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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

VN30

BANK

VCB

105,000

1D 4.27%

5D 5.00%

Buy Vol. 1,829,621

Sell Vol. 1,412,616

BID

44,300

1D 0.80%

5D 2.19%

Buy Vol. 1,871,359

Sell Vol. 1,878,434

CTG

29,600

1D 0.85%

5D 0.34%

Buy Vol. 7,461,181

Sell Vol. 6,356,454

TCB

31,550

1D 0.00%

5D -2.47%

Buy Vol. 6,598,865

Sell Vol. 5,617,291

VPB

19,850

1D 1.53%

5D 0.00%

Buy Vol. 20,327,100

Sell Vol. 17,439,318

MBB

20,450

1D 1.24%

5D 1.24%

Buy Vol. 23,580,792

Sell Vol. 17,564,396

HDB

18,350

1D 0.82%

5D -1.34%

Buy Vol. 4,291,888

Sell Vol. 3,468,747

TPB

18,050

1D -0.82%

5D 0.28%

Buy Vol. 10,664,626

Sell Vol. 10,667,388

STB

29,600

1D 1.72%

5D -0.67%

Buy Vol. 25,431,394

Sell Vol. 21,881,168

VIB

19,800

1D 1.02%

5D 0.76%

Buy Vol. 5,074,130

Sell Vol. 5,706,975

ACB

21,700

1D 0.00%

5D -1.59%

Buy Vol. 13,624,591

Sell Vol. 11,938,551

Capital mobilization of the whole credit institution system is expected to increase by an average of 3.2% in the third quarter of 2023 and 10.6% in 2023, slightly revised up from the expectation of 9.2% in the previous survey period. Credit balance of the banking system is expected to increase by 4.4% in the third quarter of 2023 and increase by 12.5% in 2023, revised down by 0.6 percentage points compared to the forecast of 13.7% in the previous survey.

REAL ESTATE

NVL

14,500

1D 0.69%

5D -2.36%

Buy Vol. 40,264,713

Sell Vol. 39,190,937

BCM

80,100

1D 0.38%

5D 1.14%

Buy Vol. 408,064

Sell Vol. 413,396

PDR

17,300

1D 2.37%

5D 2.98%

Buy Vol. 19,368,028

Sell Vol. 18,160,303

NVL: proposed Lam Dong province to allow research, survey, detailed planning and investment in the construction of an international multi-functional resort with a total area of 396ha

OIL & GAS

GAS

96,000

1D 0.84%

5D 3.23%

Buy Vol. 1,128,959

Sell Vol. 1,485,156

POW

13,100

1D -1.13%

5D -2.24%

Buy Vol. 37,445,373

Sell Vol. 22,332,139

PLX

40,300

1D 0.00%

5D 7.90%

Buy Vol. 2,423,898

Sell Vol. 3,023,177

GAS: 6M revenue is estimated at VND45,117 billion, ~ 117% of the plan. Profit before tax is estimated at VND7,542 billion and profit after tax is estimated at VND6,035 billion, ~ 183% of the plan.

VINGROUP

VIC

50,100

1D -0.60%

5D -1.76%

Buy Vol. 4,594,603

Sell Vol. 4,724,289

VHM

54,000

1D -0.92%

5D -1.82%

Buy Vol. 1,666,830

Sell Vol. 2,080,401

VRE

27,000

1D 0.19%

5D 0.75%

Buy Vol. 7,348,132

Sell Vol. 6,522,671

VIC: On July 7, held the exhibition event "VinFast - For a green future". VinFast introduces the VF6, VF7 and VF3 models and also introduced a shop selling souvenirs and accessories.

FOOD & BEVERAGE

VNM

70,900

1D 0.57%

5D -0.14%

Buy Vol. 13,270,084

Sell Vol. 10,427,421

MSN

75,200

1D -1.05%

5D 0.00%

Buy Vol. 2,046,689

Sell Vol. 2,189,063

SAB

151,000

1D -1.56%

5D -1.69%

Buy Vol. 304,685

Sell Vol. 488,434

VNM: Q2 revenue is expected to reach VND15.2 trillion, up 1.6% QoQ. Profit after tax was estimated at VND2.22 trillion, up 5.6% QoQ and up 16.5% compared to the previous quarter.

OTHERS

BVH

45,250

1D 0.56%

5D 2.61%

Buy Vol. 1,430,143

Sell Vol. 1,480,530

VJC

93,800

1D -0.53%

5D -0.53%

Buy Vol. 1,063,640

Sell Vol. 1,124,420

FPT

75,300

1D 0.94%

5D 1.86%

Buy Vol. 1,445,104

Sell Vol. 1,485,813

MWG

45,500

1D 5.32%

5D 5.08%

Buy Vol. 11,232,724

Sell Vol. 10,651,537

GVR

21,250

1D 2.66%

5D 9.54%

Buy Vol. 7,235,658

Sell Vol. 7,140,736

SSI

26,450

1D 0.57%

5D 2.52%

Buy Vol. 32,315,109

Sell Vol. 28,121,734

HPG

27,450

1D 1.67%

5D 4.97%

Buy Vol. 39,881,088

Sell Vol. 38,622,275

MWG: MWG is starting to suffer the consequences of a war of its own making. The company has not announced profit for 3 months, while analysts believe that MWG's profit will definitely be "corrosted" significantly by the price war when the first time sales of meat, fish, vegetables... are higher than selling phones.

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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