Market brief 01/08/2023
VIETNAM STOCK MARKET
VN-INDEX
1,217.56
1D -0.44%
YTD 20.90%
VN30
1,222.18
1D -0.70%
YTD 21.59%
HNX
239.35
1D -0.08%
YTD 16.58%
UPCOM
90.21
1D 0.96%
YTD 25.90%
Net Foreign buy (B)
-1,456.69
1D 0.00%
YTD 0.00%
Total trading value (B)
32,446.72
1D 18.78%
YTD 276.59%
Today, the stock market continued to gain in excitement during most of the session. However, after 14:30, selling pressure suddenly increased, pulled the index down and closed in red. Market liquidity remained high with trading volume and value of 1.3 billion shares and VND26,400 billion on HSX, respectively.
ETF & DERIVATIVES
E1VFVN30
21,020
1D -0.85%
YTD 21.29%
FUEMAV30
14,450
1D -0.96%
YTD 21.22%
FUESSV30
15,110
1D -0.72%
YTD 21.07%
FUESSV50
19,150
1D -0.78%
YTD 36.30%
FUESSVFL
18,790
1D 0.00%
YTD 30.94%
FUEVFVND
26,310
1D -2.16%
YTD 17.46%
FUEVN100
15,990
1D 0.44%
YTD 23.47%
VN30F2308
1,220
1D -1.15%
YTD 0.00%
VN30F2309
1,225
1D -0.45%
YTD 0.00%
VN30F2312
1,221
1D -0.74%
YTD 0.00%
VN30F2403
1,216
1D -0.52%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
0
1D 33466.5
YTD 0.00787532
Shanghai Component
0
1D 3290.95
YTD -2.7347E-05
Shenzhen Component
0
1D 11143.23
YTD -0.003637368
Hang Seng
0
1D 20011.12
YTD -0.003377668
Kospi
0
1D 2667.07
YTD 0.013101216
BSE Sensex
0
1D 66530.5
YTD 0.002370234
STI (Singapore)
0
1D 3371.33
YTD -0.001199865
SET (Thái Lan)
0
1D 1556.06
YTD 0.000939148
Brent oil ($/barrel)
0
1D 85.19
YTD 0.009599431
Gold ($/ounce)
0
1D 1956.69
YTD -0.003163686
Asian stocks were mixed, the Hangsheng and Shenzhen indexes fell slightly by 0.3-0.4% when the PMI was released. China's PMI improved in July, rising slightly to 49.3 from 49.0 in June but still below the 50, indicating that the economy is still in decline.
VIETNAM ECONOMY
Vnibor
0.22%
1D (bps) -2
YTD (bps) -475
Deposit interest 12M
6.30%
YTD (bps) -110
5 year-Gov. Bond
1.85%
1D (bps) -29
YTD (bps) -294
10 year-Gov. Bond
2.42%
1D (bps) -1
YTD (bps) -248
USD/VND
23,860
1D (%) 0.01%
YTD (%) 0.42%
EUR/VND
26,728
1D (%) -0.12%
YTD (%) 4.17%
CNY/VND
3,375
1D (%) -0.32%
YTD (%) -3.16%
According to S&P Global, Vietnam PMI rose to 48.7 points in July, compared with 46.2 points in June. This result shows that operating conditions have declined for the fifth consecutive month.
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
- PMI in July 2023: New orders improved over June but still at a low level;
- The Ministry of Industry and Trade proposes to buy and sell electricity directly, not through EVN;
- Hanoi attracted nearly USD2.3 billion of FDI in 7 months;
- Eurozone economy ends negative growth streak;
- Korea urgently prevents the crisis related to real estate credit;
- Canada: Immigration policy creates the illusion of economic prosperity.
VN30
BANK
VCB
91,200
1D -0.44%
5D -0.55%
Buy Vol. 1,827,777
Sell Vol. 2,140,224
BID
48,200
1D 2.12%
5D 2.23%
Buy Vol. 7,731,502
Sell Vol. 7,436,182
CTG
30,400
1D 1.33%
5D 1.67%
Buy Vol. 24,182,842
Sell Vol. 26,325,405
TCB
34,000
1D -0.87%
5D 1.49%
Buy Vol. 12,484,528
Sell Vol. 14,266,604
VPB
21,950
1D -0.90%
5D 0.46%
Buy Vol. 35,208,934
Sell Vol. 43,481,620
MBB
18,850
1D 0.00%
5D 0.27%
Buy Vol. 21,452,643
Sell Vol. 30,639,489
HDB
17,550
1D 1.15%
5D 2.03%
Buy Vol. 5,892,224
Sell Vol. 8,469,348
TPB
18,800
1D 0.27%
5D -1.05%
Buy Vol. 27,001,541
Sell Vol. 32,117,111
STB
28,950
1D 0.00%
5D 1.58%
Buy Vol. 73,102,219
Sell Vol. 74,251,748
VIB
20,650
1D -0.72%
5D -1.43%
Buy Vol. 8,503,892
Sell Vol. 11,235,623
ACB
22,850
1D -0.44%
5D 2.47%
Buy Vol. 19,838,834
Sell Vol. 27,184,430
MBB: MBB's consolidated pre-tax profit in the second quarter of 2023 reached VND6,223 billion, up 4% over the same period. In 6 months, MBB's consolidated profit reached VND12,735 billion, up 7%. With this result, MBB ranked the third in terms of profit, after BIDV (VND13,862 billion), Vietcombank (VND20,499 billion) and ahead of VietinBank (VND12,531 billion).
REAL ESTATE
NVL
17,800
1D -5.57%
5D 9.88%
Buy Vol. 89,836,964
Sell Vol. 104,915,798
BCM
79,000
1D -2.47%
5D 1.28%
Buy Vol. 372,494
Sell Vol. 611,181
PDR
20,850
1D -3.92%
5D -2.34%
Buy Vol. 26,105,651
Sell Vol. 24,441,654
NVL: At the end of Q2/2023, NVL recorded a 54% decrease in cash and cash equivalents from VND8,923 billion to VND4,082 billion compared to the beginning of the year.
OIL & GAS
GAS
100,700
1D -0.89%
5D 1.92%
Buy Vol. 914,257
Sell Vol. 1,445,686
POW
13,450
1D -1.82%
5D 1.51%
Buy Vol. 27,208,350
Sell Vol. 37,239,353
PLX
41,000
1D -1.20%
5D 1.74%
Buy Vol. 4,145,229
Sell Vol. 7,203,490
PLX: Q2/2023, PLX recorded a 22% decrease in net revenue over the same period to VND65,752 billion. Thus, on average, every day in the second quarter, Petrolimex collected more than VND720 billion.
VINGROUP
VIC
58,900
1D 6.90%
5D 14.37%
Buy Vol. 24,320,314
Sell Vol. 14,753,076
VHM
62,800
1D -0.32%
5D 7.17%
Buy Vol. 9,987,580
Sell Vol. 11,327,957
VRE
29,100
1D -1.85%
5D 0.34%
Buy Vol. 10,581,282
Sell Vol. 16,805,581
VIC: VinFast's registration form F-4 was announced effective on July 28 by the US Securities Commission and VinFast is expected to list in August this year according to the set schedule.
FOOD & BEVERAGE
VNM
76,000
1D -2.56%
5D 2.01%
Buy Vol. 7,652,377
Sell Vol. 10,668,614
MSN
86,700
1D -0.69%
5D 3.96%
Buy Vol. 2,894,976
Sell Vol. 2,933,978
SAB
158,400
1D 1.02%
5D 0.25%
Buy Vol. 407,719
Sell Vol. 408,681
VNM: At the end of Q2/2023, VNM's cash and cash equivalents recorded VND21,464 billion. As a result, Vinamilk collected VND708 billion of interest on bank deposits in the first half of the year.
OTHERS
BVH
47,250
1D -1.87%
5D 0.75%
Buy Vol. 2,198,678
Sell Vol. 2,785,885
VJC
101,200
1D -0.78%
5D 4.22%
Buy Vol. 1,240,006
Sell Vol. 1,220,634
FPT
84,500
1D -1.29%
5D 3.94%
Buy Vol. 1,901,524
Sell Vol. 2,431,093
MWG
51,700
1D -3.72%
5D -2.62%
Buy Vol. 10,715,713
Sell Vol. 13,075,003
GVR
22,000
1D -1.57%
5D 0.92%
Buy Vol. 4,794,475
Sell Vol. 6,044,793
SSI
28,800
1D -2.87%
5D 0.00%
Buy Vol. 25,163,544
Sell Vol. 27,978,287
HPG
27,500
1D -2.48%
5D -2.65%
Buy Vol. 43,365,803
Sell Vol. 47,676,164
MWG: After about 5 years of operation, An Khang chain is still showing "struggling" in finding profit. In 2022, An Khang drugstore chain lost more than VND300 billion, the first half of 2023 continued to lose more than VND150 billion. As of June 30, 2023, An Khang recorded a cumulative loss of more than VND 469billion.
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
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