Market brief 12/09/2023 - Pinetree Securities
Market brief 12/09/2023
Market brief September 12, 2023

Market brief 12/09/2023

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Market brief 12/09/2023

VIETNAM STOCK MARKET

VN-INDEX

1,245.44

1D 1.78%

YTD 23.67%

VN30

1,255.83

1D 2.04%

YTD 24.93%

HNX

256.32

1D 1.99%

YTD 24.85%

UPCOM

94.27

1D 0.60%

YTD 31.57%

Net Foreign buy (B)

150.90

1D 0.00%

YTD 0.00%

Total trading value (B)

25,978.16

1D -27.92%

YTD 201.51%

After yesterday's sharp decline, this morning the stock market opened in a cautious mood when VNIndex fell below the reference level. However, after that, the index regained what it had lost as towards the end of the session, the upward momentum expanded further.

ETF & DERIVATIVES

E1VFVN30

21,790

1D 3.27%

YTD 25.74%

FUEMAV30

14,650

1D 0.83%

YTD 22.90%

FUESSV30

15,450

1D 3.00%

YTD 23.80%

FUESSV50

18,690

1D -1.68%

YTD 33.02%

FUESSVFL

19,930

1D 2.05%

YTD 38.89%

FUEVFVND

27,700

1D 2.21%

YTD 23.66%

FUEVN100

16,610

1D 0.00%

YTD 28.26%

VN30F2309

1,257

1D 1.95%

YTD 0.00%

VN30F2310

1,255

1D 1.73%

YTD 0.00%

VN30F2312

1,252

1D 1.91%

YTD 0.00%

VN30F2403

1,245

1D 1.87%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

0

1D 32776.37

YTD 0.009505121

Shanghai Component

0

1D 3137.06

YTD -0.001820045

Shenzhen Component

0

1D 10373.99

YTD -0.0008081

Hang Seng

0

1D 18025.89

YTD -0.003899107

Kospi

0

1D 2536.58

YTD -0.007939364

BSE Sensex

0

1D 67221.13

YTD 0.001401074

STI (Singapore)

0

1D 3214.46

YTD -0.001186969

SET (Thái Lan)

0

1D 1545.5

YTD 0.002959233

Brent oil ($/barrel)

0

1D 91.31

YTD 0.008059174

Gold ($/ounce)

0

1D 1919.07

YTD -0.000833043

Asian stock markets fluctuated mixed today (September 12). Japan's Nikie 225 index rose the best in the region when tightening signals from the Bank of Japan caused the market to consider ending negative interest rates. Hong Kong's Hang Seng index fell 0.39% as the largest stock, Alibaba, fell 1.8% when the head of the company's cloud division suddenly quit this week.

VIETNAM ECONOMY

Vnibor

0.17%

YTD (bps) -480

Deposit interest 12M

5.80%

YTD (bps) -160

5 year-Gov. Bond

2.21%

1D (bps) 9

YTD (bps) -258

10 year-Gov. Bond

2.56%

1D (bps) -3

YTD (bps) -234

USD/VND

24,325

1D (%) 0.31%

YTD (%) 2.38%

EUR/VND

26,291

1D (%) -1.27%

YTD (%) 2.46%

CNY/VND

3,377

1D (%) 0.12%

YTD (%) -3.10%

Total State Budget revenue for 8 months of 2023 managed by the Tax agency is estimated to reach VND962,097 billion, equal to 70.1% of the ordinance estimate, equal to 93.9% over the same period. The tax authority has refunded value added tax (VAT) with a total refund amount of VND87,191 billion.

EVENT CALENDAR

M
T
W
T
F
S
S
22
23
24
25
26
27
28
Ex-right date Thu, 07/25/24

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

89,900

1D 1.58%

5D -0.22%

Buy Vol. 2,389,243

Sell Vol. 2,083,692

BID

47,000

1D 1.08%

5D -1.05%

Buy Vol. 2,187,769

Sell Vol. 1,841,710

CTG

32,300

1D 1.25%

5D -1.07%

Buy Vol. 7,694,211

Sell Vol. 7,707,226

TCB

35,300

1D 2.17%

5D 0.86%

Buy Vol. 10,401,929

Sell Vol. 7,028,097

VPB

22,300

1D 1.83%

5D 6.19%

Buy Vol. 40,574,155

Sell Vol. 35,346,230

MBB

19,250

1D 2.67%

5D 0.52%

Buy Vol. 28,753,907

Sell Vol. 19,120,428

HDB

17,400

1D 1.75%

5D 1.75%

Buy Vol. 11,304,168

Sell Vol. 10,374,152

TPB

19,200

1D 1.32%

5D -2.29%

Buy Vol. 15,903,577

Sell Vol. 12,190,013

STB

32,350

1D 2.37%

5D -1.07%

Buy Vol. 37,236,004

Sell Vol. 27,855,181

VIB

20,400

1D 0.99%

5D -0.97%

Buy Vol. 7,131,139

Sell Vol. 6,811,018

ACB

22,750

1D 1.79%

5D 0.00%

Buy Vol. 14,678,643

Sell Vol. 11,432,698

SHB

12,550

1D 2.03%

5D -0.79%

Buy Vol. 50,155,552

Sell Vol. 44,385,021

SSB

27,350

1D 1.30%

5D -0.55%

Buy Vol. 2,083,281

Sell Vol. 1,796,591

MBB: MBB is implementing a program to transfer real estate loans from other banks with a fixed interest rate of 8%/year for 12 months. Loan term is up to 300 months and flexible proof of funding source, through accumulated assets.

OIL & GAS

GAS

102,700

1D 1.28%

5D 3.11%

Buy Vol. 1,262,431

Sell Vol. 1,048,439

POW

12,900

1D 1.57%

5D -0.77%

Buy Vol. 8,527,955

Sell Vol. 9,427,388

PLX

40,000

1D 0.38%

5D 2.17%

Buy Vol. 1,217,436

Sell Vol. 2,101,901

GAS: GAS plans to issue nearly 382.8 million shares to increase capital, ratio 10:2. After issuance, GAS's charter capital will increase to VND22,967 billion.

VINGROUP

VIC

60,300

1D 2.03%

5D -3.21%

Buy Vol. 26,007,468

Sell Vol. 27,606,936

VHM

53,500

1D 1.90%

5D -3.25%

Buy Vol. 12,743,471

Sell Vol. 11,377,280

VRE

29,500

1D 2.79%

5D -2.16%

Buy Vol. 8,444,097

Sell Vol. 6,801,280

VIC: VinFast has become the largest tax paying enterprise for Hai Phong from 2019 to present.

FOOD & BEVERAGE

VNM

80,300

1D 1.01%

5D 0.25%

Buy Vol. 6,138,587

Sell Vol. 4,552,474

MSN

81,000

1D 1.76%

5D -0.61%

Buy Vol. 2,962,677

Sell Vol. 2,559,065

SAB

168,900

1D 0.84%

5D 6.36%

Buy Vol. 718,966

Sell Vol. 1,104,762

VNM: The Australian market has grown sales by 10% each year. Vinamilk products are currently being distributed at large supermarket chains Costco, Woolworths, Coles,…

OTHERS

BCM

45,800

1D 0.66%

5D 0.77%

Buy Vol. 1,126,729

Sell Vol. 1,320,994

BVH

45,800

1D 0.66%

5D 0.77%

Buy Vol. 1,126,729

Sell Vol. 1,320,994

VJC

101,900

1D 2.93%

5D 1.39%

Buy Vol. 1,305,452

Sell Vol. 1,241,128

FPT

98,900

1D 1.54%

5D 2.17%

Buy Vol. 4,534,948

Sell Vol. 4,684,145

MWG

55,800

1D 2.39%

5D 2.76%

Buy Vol. 9,237,730

Sell Vol. 8,246,155

GVR

22,700

1D 4.37%

5D 3.18%

Buy Vol. 5,593,749

Sell Vol. 4,561,492

SSI

35,800

1D 6.87%

5D 7.35%

Buy Vol. 71,836,343

Sell Vol. 54,192,935

HPG

28,750

1D 2.68%

5D 3.42%

Buy Vol. 47,589,032

Sell Vol. 45,200,766

FPT: By the end of 2023, FPT plans to invest USD100 million and nearly 1,000 employees in the US. With continuous investments, FPT expects to create more than 3,000 jobs by 2028 and achieve revenue of USD1 billion from the US market by 2030.

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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