Market brief 28/07/2023
VIETNAM STOCK MARKET
VN-INDEX
1,207.67
1D 0.86%
YTD 19.92%
VN30
1,212.45
1D 1.06%
YTD 20.62%
HNX
237.54
1D 0.81%
YTD 15.70%
UPCOM
88.91
1D 0.30%
YTD 24.09%
Net Foreign buy (B)
373.45
1D 0.00%
YTD 0.00%
Total trading value (B)
24,791.95
1D -2.62%
YTD 187.75%
Today, the stock market struggled at the beginning of the session, but after 10a.m, the market's momentum soon returned, helping VNIndex to close at the highest price in the session. Liquidity remained at a high level with volume and trading value reaching over 1.1 billion shares and nearly VND22,000 billion on HSX, respectively.
ETF & DERIVATIVES
E1VFVN30
20,750
1D 1.07%
YTD 19.73%
FUEMAV30
14,350
1D 1.06%
YTD 20.39%
FUESSV30
14,950
1D 1.56%
YTD 19.79%
FUESSV50
18,770
1D 2.01%
YTD 33.59%
FUESSVFL
18,590
1D 0.81%
YTD 29.55%
FUEVFVND
26,500
1D 0.88%
YTD 18.30%
FUEVN100
15,730
1D 0.64%
YTD 21.47%
VN30F2308
1,210
1D 1.36%
YTD 0.00%
VN30F2309
1,210
1D 1.44%
YTD 0.00%
VN30F2312
1,204
1D 1.34%
YTD 0.00%
VN30F2403
1,203
1D 1.66%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
0
1D 32766.5
YTD -0.004662819
Shanghai Component
0
1D 3275.93
YTD 0.018422779
Shenzhen Component
0
1D 11100.4
YTD 0.016169326
Hang Seng
0
1D 19916.56
YTD 0.014127422
Kospi
0
1D 2608.32
YTD 0.001732077
BSE Sensex
0
1D 66008.88
YTD -0.003892446
STI (Singapore)
0
1D 3364.77
YTD 0.008194953
SET (Thái Lan)
0
1D 1543.27
Brent oil ($/barrel)
0
1D 83.42
YTD -0.004296968
Gold ($/ounce)
0
1D 1950.49
YTD 0.001494162
Chinese stocks continued their previous gains as investors braced for possible policy easing from Beijing. The Shanghai, Shenzhen and Hang Seng indexes all recorded good gains of 1.84%, 1.62% and 1.41%, respectively. Automaker shares rallied after news Volkswagen poured $700 million into Chinese electric vehicle maker XPeng
VIETNAM ECONOMY
Vnibor
0.23%
1D (bps) 1
YTD (bps) -474
Deposit interest 12M
6.30%
YTD (bps) -110
5 year-Gov. Bond
1.85%
1D (bps) -2
YTD (bps) -294
10 year-Gov. Bond
2.41%
1D (bps) -3
YTD (bps) -249
USD/VND
23,863
1D (%) 0.09%
YTD (%) 0.43%
EUR/VND
26,695
1D (%) -0.05%
YTD (%) 4.04%
CNY/VND
3,380
1D (%) 0.33%
YTD (%) -3.01%
As of July 20, 2023, the total newly registered capital, adjusted and contributed capital to buy shares, buy capital contributions from foreign investors reached nearly USD16.24 billion, up 4.5% over the same period in 2022, an increase of 8.8 percentage points compared to the first 6 months of the year.
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
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
- The Prime Minister directed the State Bank to implement synchronous solutions to reduce lending interest rates;
- Vietnamese rice prices increased by over 35%, Thai goods jumped to USD603/ton;
- Total FDI into Vietnam reached more than USD16 billion in the first 7 months of 2023;
- US GDP grew by 2.4% in Q2, showing no signs of recession;
- European Central Bank raised interest rates for the 9th time;
- Inflation and government debt are still the main challenges for the global economy.
VN30
BANK
VCB
93,000
1D 0.32%
5D 4.61%
Buy Vol. 2,163,840
Sell Vol. 1,508,918
BID
46,700
1D 0.00%
5D -0.11%
Buy Vol. 2,820,317
Sell Vol. 4,036,413
CTG
29,500
1D 0.51%
5D -0.67%
Buy Vol. 9,248,129
Sell Vol. 9,567,833
TCB
33,800
1D 2.11%
5D 4.64%
Buy Vol. 10,668,028
Sell Vol. 8,855,722
VPB
22,100
1D 1.61%
5D 3.27%
Buy Vol. 32,314,994
Sell Vol. 29,818,100
MBB
18,700
1D 0.54%
5D 0.27%
Buy Vol. 15,000,836
Sell Vol. 14,316,155
HDB
17,250
1D 0.29%
5D 0.29%
Buy Vol. 6,042,322
Sell Vol. 5,217,220
TPB
18,700
1D 0.81%
5D -0.27%
Buy Vol. 12,460,084
Sell Vol. 14,943,277
STB
28,650
1D 1.96%
5D -0.35%
Buy Vol. 45,067,069
Sell Vol. 40,805,944
VIB
20,750
1D 0.48%
5D 0.97%
Buy Vol. 6,237,150
Sell Vol. 5,467,391
ACB
22,200
1D 0.23%
5D 0.45%
Buy Vol. 21,126,214
Sell Vol. 18,494,944
TPB: TPBank has cut risk provision expenses by more than half in the last two quarters, from more than VND1,400 billion in the first 6 months of 2022 to VND683 billion. However, the bank's pre-tax profit still fell by nearly 11% due to the weakening of net interest income. Excluding the impact of risk provisions, TPBank's net profit even decreased by nearly 22% compared to the same period last year.
REAL ESTATE
NVL
18,350
1D 2.80%
5D 21.12%
Buy Vol. 122,179,285
Sell Vol. 129,446,732
BCM
78,000
1D -0.64%
5D -2.01%
Buy Vol. 262,420
Sell Vol. 182,343
PDR
21,850
1D -0.68%
5D 5.05%
Buy Vol. 26,066,817
Sell Vol. 24,637,129
NVL: Diamond Properties, the second largest shareholder of Novaland, has not sold any shares out of the total of more than 13.6 million registered NVL shares.
OIL & GAS
GAS
99,500
1D 1.32%
5D 0.10%
Buy Vol. 1,106,973
Sell Vol. 1,126,640
POW
13,550
1D 1.88%
5D 2.26%
Buy Vol. 40,000,639
Sell Vol. 37,095,666
PLX
40,050
1D 0.38%
5D -1.11%
Buy Vol. 2,822,336
Sell Vol. 2,820,769
POW: Q2/2023 with net revenue of VND8,431 billion, up 13% QoQ. COGS increased by nearly 22% to VND7,961 billion, causing gross profit to decrease to VND469 billion.
VINGROUP
VIC
51,500
1D 0.78%
5D -1.15%
Buy Vol. 6,162,637
Sell Vol. 5,769,089
VHM
58,900
1D 2.43%
5D -0.17%
Buy Vol. 4,117,365
Sell Vol. 3,577,651
VRE
28,800
1D 1.05%
5D 1.41%
Buy Vol. 10,527,081
Sell Vol. 14,067,417
VRE: Total consolidated net revenue in Q2 reached VND2,173 billion, up 17% QoQ. In which, shopping mall business recorded a revenue of VND1,943 billion, up 7% over the same period
FOOD & BEVERAGE
VNM
77,400
1D 2.25%
5D 5.31%
Buy Vol. 9,714,343
Sell Vol. 8,655,789
MSN
86,100
1D 2.26%
5D 3.73%
Buy Vol. 4,081,372
Sell Vol. 3,418,501
SAB
157,000
1D -2.00%
5D 2.55%
Buy Vol. 444,395
Sell Vol. 673,011
SAB: In Q2/2023, Sabeco's gross profit margin decreased from 34.3% to 29.9% - the lowest level in many years and very low compared to over 50% of its main competitor - Heineken.
OTHERS
BVH
46,650
1D 0.21%
5D -1.79%
Buy Vol. 1,338,009
Sell Vol. 1,501,297
VJC
97,800
1D 0.93%
5D -0.20%
Buy Vol. 1,281,077
Sell Vol. 1,308,639
FPT
84,400
1D 0.84%
5D 4.20%
Buy Vol. 1,661,352
Sell Vol. 1,649,793
MWG
54,500
1D 0.74%
5D 4.81%
Buy Vol. 5,868,264
Sell Vol. 7,590,481
GVR
22,000
1D 1.38%
5D 0.00%
Buy Vol. 7,162,314
Sell Vol. 7,491,395
SSI
29,750
1D 1.02%
5D 3.48%
Buy Vol. 22,468,386
Sell Vol. 28,139,399
HPG
28,300
1D -0.35%
5D -0.35%
Buy Vol. 39,904,658
Sell Vol. 43,512,709
HPG: In Q2/2023, Hoa Phat Group achieved a revenue of VND29,800 billion, down 21% QoQ. Profit after tax was VND1,448 billion, down 64% YoY, but better than in recent quarters. Accumulated in the first 6 months, Hoa Phat recorded VND56,665 billion in revenue and more than VND1,830 billion in profit after tax, reaching 23% of the year plan.
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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