Market Brief 24/07/2023
VIETNAM STOCK MARKET
VN-INDEX
1,190.72
1D 0.41%
YTD 18.23%
VN30
1,193.14
1D 0.55%
YTD 18.70%
HNX
236.53
1D 0.66%
YTD 15.21%
UPCOM
88.69
1D 0.61%
YTD 23.78%
Net Foreign buy (B)
82.03
1D 0.00%
YTD 0.00%
Total trading value (B)
23,116.76
1D 2.65%
YTD 168.30%
VN-Index had the 12th consecutive gaining session. Retail was the most active sector today, mainly driven by MWG stock with a gain of 3.8%. Rice stocks rebounded strongly at the beginning of the session, including TAR (ceiling price), LTG (+8.2%), PAN (+6.5%). Construction and oil and gas stocks also traded actively with some representative codes such as: VCG, TCD, FCN, HTN, PLC, PVB, BSR.
ETF & DERIVATIVES
E1VFVN30
20,390
1D 0.69%
YTD 17.66%
FUEMAV30
14,100
1D 0.28%
YTD 18.29%
FUESSV30
14,680
1D 1.17%
YTD 17.63%
FUESSV50
18,200
1D 1.11%
YTD 29.54%
FUESSVFL
18,350
1D 1.33%
YTD 27.87%
FUEVFVND
25,900
1D 1.53%
YTD 15.63%
FUEVN100
15,510
1D 1.77%
YTD 19.77%
VN30F2308
1,191
1D 0.55%
YTD 0.00%
VN30F2309
1,189
1D 0.50%
YTD 0.00%
VN30F2312
1,178
1D 0.68%
YTD 0.00%
VN30F2403
1,177
1D 0.78%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
0
1D 32692.5
YTD 0.011697535
Shanghai Component
0
1D 3164.16
YTD -0.001133297
Shenzhen Component
0
1D 10747.79
YTD -0.005771412
Hang Seng
0
1D 18646
YTD -0.022503494
Kospi
0
1D 2628.53
YTD 0.007192232
BSE Sensex
0
1D 66384.78
YTD -0.004491015
STI (Singapore)
0
1D 3265.14
YTD -0.004014276
SET (Thái Lan)
0
1D 1523.81
YTD -0.003557299
Brent oil ($/barrel)
0
1D 80.38
Gold ($/ounce)
0
1D 1962.65
Stocks and bonds in China's real estate industry fell to around eight-month lows on Monday as repayment concerns at two of the country's biggest developers deepened a crisis of confidence in the sector. The country’s two largest developers, Country Garden and Dalian Wanda, are grappling with cash crunches, leading to a loss of confidence in the industry. This decline comes as a result of the ongoing government crackdown on debts and waning public trust, leaving developers unable to sell properties or refinance their dues. As doubts grow regarding official support and with investors losing hope for any aid to shareholders, the future of the real estate sector remains uncertain.
VIETNAM ECONOMY
Vnibor
0.20%
1D (bps) -2
YTD (bps) -477
Deposit interest 12M
6.30%
YTD (bps) -110
5 year-Gov. Bond
2.18%
1D (bps) 28
YTD (bps) -261
10 year-Gov. Bond
2.44%
1D (bps) -1
YTD (bps) -246
USD/VND
23,890
1D (%) 0.23%
YTD (%) 0.55%
EUR/VND
26,682
1D (%) -1.38%
YTD (%) 3.99%
CNY/VND
3,362
1D (%) -0.03%
YTD (%) -3.53%
The euro slid on Monday after activity data in key economies came in much softer than expected, giving markets a jolt at the start of a week packed with central bank meetings at which investors expect rate hikes in Europe and the United States. The European common currency fell sharply, skidding after a quiet Asian session after PMI data showed business activity contracted in France and Germany.
EVENT CALENDAR
M
T
W
T
F
S
S
23
24
25
26
27
28
29
Ex-right date Sat, 12/28/24
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
- EVN and Binh Thuan Provincial People's Committee discuss to remove obstacles for power transmission projects;
- Fifteen transitional renewable energy projects reach commercial operations;
- Domestic rice prices increased sharply after news of India's export restriction;
- The Yen faces strong volatility as BoJ and Fed prepare to meet on interest rates;
- The US considers options to avoid the risk of default;
- Goldman Sachs: Stronger oil demand will boost oil prices.
VN30
BANK
VCB
104,600
1D -0.38%
5D -0.19%
Buy Vol. 1,524,678
Sell Vol. 1,294,099
BID
46,800
1D 0.11%
5D 1.30%
Buy Vol. 3,134,513
Sell Vol. 4,386,858
CTG
29,850
1D 0.51%
5D 0.51%
Buy Vol. 8,855,716
Sell Vol. 11,028,811
TCB
32,450
1D 0.46%
5D 1.72%
Buy Vol. 10,596,759
Sell Vol. 8,444,537
VPB
21,850
1D 2.10%
5D 6.85%
Buy Vol. 41,512,797
Sell Vol. 42,201,978
MBB
18,750
1D 0.54%
5D 0.81%
Buy Vol. 17,692,699
Sell Vol. 17,840,141
HDB
17,250
1D 0.29%
5D 4.96%
Buy Vol. 4,229,192
Sell Vol. 4,516,451
TPB
18,650
1D -0.53%
5D 2.19%
Buy Vol. 13,983,809
Sell Vol. 13,630,218
STB
28,700
1D -0.17%
5D 2.50%
Buy Vol. 27,560,339
Sell Vol. 42,113,833
VIB
21,000
1D 2.19%
5D 2.94%
Buy Vol. 12,644,723
Sell Vol. 11,886,857
ACB
22,050
1D -0.23%
5D 0.23%
Buy Vol. 11,066,065
Sell Vol. 14,695,209
ACB: ACB's Board of Directors has just approved the plan to issue VND20,000 billion of bonds in 2023. The issue price is equal to par value. This is a non-convertible bond, without warrants, without assets and is not a secondary debt of ACB. The bond has a term of up to 5 years and has a fixed interest rate throughout the term.
REAL ESTATE
NVL
16,200
1D 6.93%
5D 5.54%
Buy Vol. 189,897,464
Sell Vol. 150,842,775
BCM
79,200
1D -0.50%
5D -1.00%
Buy Vol. 268,290
Sell Vol. 359,652
PDR
21,350
1D 2.64%
5D 9.49%
Buy Vol. 30,740,127
Sell Vol. 26,410,164
NVL: Lam Dong Provincial People's Committee has just issued a written notice to assign the Department of Construction to receive Novaland's planning ideas and hand them over to localities.
OIL & GAS
GAS
98,500
1D -0.91%
5D -0.51%
Buy Vol. 953,699
Sell Vol. 1,044,513
POW
13,300
1D 0.38%
5D -0.37%
Buy Vol. 23,543,111
Sell Vol. 28,142,936
PLX
40,300
1D -0.49%
5D -1.59%
Buy Vol. 2,475,483
Sell Vol. 3,106,317
PLX: In the first half of 2023, PLX's term deposits at PGBank decreased by VND600 billion; at the same time, payment deposits also decreased by more than VND158 billion.
VINGROUP
VIC
52,000
1D -0.19%
5D -1.70%
Buy Vol. 3,970,234
Sell Vol. 5,109,995
VHM
59,100
1D 0.17%
5D 0.17%
Buy Vol. 2,823,304
Sell Vol. 3,620,374
VRE
28,400
1D 0.00%
5D -0.87%
Buy Vol. 9,315,985
Sell Vol. 10,473,064
VHM: VHM was one of the top stocks that were strongly bought by foreign investors today with a value of VND25.4 billion.
FOOD & BEVERAGE
VNM
73,600
1D 0.14%
5D 1.80%
Buy Vol. 3,884,025
Sell Vol. 5,249,520
MSN
84,000
1D 1.20%
5D 4.09%
Buy Vol. 4,305,488
Sell Vol. 4,854,336
SAB
155,000
1D 1.24%
5D 0.98%
Buy Vol. 422,251
Sell Vol. 416,054
MSN: JPMorgan Chase has just set a target valuation for Masan's stock in 2024 December at VND102,000.
OTHERS
BVH
47,250
1D -0.53%
5D -0.11%
Buy Vol. 1,510,293
Sell Vol. 2,149,318
VJC
96,800
1D -1.22%
5D -0.51%
Buy Vol. 1,135,513
Sell Vol. 1,649,453
FPT
81,000
1D 0.00%
5D 2.53%
Buy Vol. 1,649,737
Sell Vol. 2,242,992
MWG
54,500
1D 3.81%
5D 12.02%
Buy Vol. 7,098,524
Sell Vol. 6,961,947
GVR
22,200
1D 0.91%
5D 0.91%
Buy Vol. 3,735,624
Sell Vol. 4,410,266
SSI
28,700
1D -0.17%
5D -0.35%
Buy Vol. 26,054,035
Sell Vol. 30,075,266
HPG
28,250
1D -0.53%
5D 3.48%
Buy Vol. 30,316,802
Sell Vol. 35,093,096
FPT: By the end of the second quarter, FPT's total assets reached VND60,556 billion, up 17.3% compared to the beginning of the year. In which, the amount of cash and bank deposits of FPT Corp was VND26,688 billion, an increase of 37.5% compared to the beginning of the year and an increase of nearly 54% compared to the end of the first quarter. This amount currently accounts for about 44% of the total assets of the corporation.
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
Pinetree Securities Corporation
-
Zalo OA: Chứng khoán Pinetree
-
Fanpage: Chứng khoán Pinetree
-
Youtube channel: Pinetree Securities
The posts are using photos and images from freepik and other free image stock websites.
