Market brief 21/09/2023 - Pinetree Securities

Market brief 21/09/2023
Market brief September 21, 2023

Market brief 21/09/2023

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Market brief 21/09/2023

VIETNAM STOCK MARKET

VN-INDEX

1,212.74

1D -1.09%

YTD 20.42%

VN30

1,219.19

1D -1.25%

YTD 21.29%

HNX

251.87

1D -1.16%

YTD 22.68%

UPCOM

92.39

1D -1.03%

YTD 28.95%

Net Foreign buy (B)

-374.33

1D 0.00%

YTD 0.00%

Total trading value (B)

26,783.26

1D 15.91%

YTD 210.86%

The stock market traded in a narrow range at the beginning session, then turned down from about 10am. During the remaining time, the index's losing expanded and by the end of the session, VNIndex almost lost all the points it gained yesterday.

ETF & DERIVATIVES

E1VFVN30

21,040

1D -0.99%

YTD 21.41%

FUEMAV30

14,390

1D -1.37%

YTD 20.72%

FUESSV30

15,000

1D -1.06%

YTD 20.19%

FUESSV50

18,520

1D -2.99%

YTD 31.81%

FUESSVFL

19,630

1D -1.60%

YTD 36.79%

FUEVFVND

27,430

1D -0.83%

YTD 22.46%

FUEVN100

16,330

1D -1.03%

YTD 26.10%

VN30F2309

1,221

1D -0.89%

YTD 0.00%

VN30F2310

1,215

1D -1.37%

YTD 0.00%

VN30F2312

1,212

1D -1.41%

YTD 0.00%

VN30F2403

1,210

1D -1.25%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

0

1D 32571.03

YTD -0.013709818

Shanghai Component

0

1D 3084.7

YTD -0.007678772

Shenzhen Component

0

1D 9981.67

YTD -0.009013687

Hang Seng

0

1D 17655.41

YTD -0.01287013

Kospi

0

1D 2514.97

YTD -0.017490058

BSE Sensex

0

1D 66230.24

YTD -0.008541809

STI (Singapore)

0

1D 3202.81

YTD -0.012088217

SET (Thái Lan)

0

1D 1514.26

YTD 0.004217786

Brent oil ($/barrel)

0

1D 93.69

YTD 0.006553502

Gold ($/ounce)

0

1D 1924.34

YTD -0.000737371

Most Asian stocks fell on Thursday. Technology stocks were hit hard, after stocks in the same industry in the US fell last night. Tech-heavy markets such as South Korea's Kospi, Hong Kong's Hang Seng and Nikkei 225 were the worst performers on the day, falling between 0.77% and 1.37%.

VIETNAM ECONOMY

Vnibor

0.16%

1D (bps) 1

YTD (bps) -481

Deposit interest 12M

5.50%

YTD (bps) -190

5 year-Gov. Bond

2.20%

1D (bps) 5

YTD (bps) -259

10 year-Gov. Bond

2.51%

1D (bps) 6

YTD (bps) -239

USD/VND

24,535

1D (%) 0.34%

YTD (%) 3.26%

EUR/VND

26,346

1D (%) -0.76%

YTD (%) 2.68%

CNY/VND

3,400

1D (%) -0.06%

YTD (%) -2.44%

According to the bidding results on September 21, the State Bank issued VND9,995 billion of T-bills with the winning interest rate reaching 0.69%/year. The winning interest rate for treasury bills is currently higher than the average interbank interest rate (latest announced on September 19, 2023 is 0.15%)

EVENT CALENDAR

M
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W
T
F
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10
11
12
13
14
15
16
Ex-right date Sat, 06/15/24

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

87,000

1D -1.14%

5D -2.36%

Buy Vol. 2,338,289

Sell Vol. 2,487,691

BID

45,200

1D -1.09%

5D -3.32%

Buy Vol. 1,791,276

Sell Vol. 1,861,644

CTG

31,700

1D -1.09%

5D -4.52%

Buy Vol. 12,787,185

Sell Vol. 9,180,319

TCB

34,300

1D -0.15%

5D -1.72%

Buy Vol. 7,406,645

Sell Vol. 5,594,652

VPB

21,650

1D -1.14%

5D -3.35%

Buy Vol. 20,165,527

Sell Vol. 18,626,838

MBB

18,950

1D -1.30%

5D -1.04%

Buy Vol. 21,775,156

Sell Vol. 25,602,288

HDB

17,550

1D -1.68%

5D 0.29%

Buy Vol. 11,733,959

Sell Vol. 13,260,810

TPB

19,050

1D -2.31%

5D 0.26%

Buy Vol. 9,363,999

Sell Vol. 13,687,358

STB

32,350

1D -2.71%

5D 1.73%

Buy Vol. 54,168,499

Sell Vol. 48,304,197

VIB

20,650

1D -1.67%

5D -4.84%

Buy Vol. 12,193,648

Sell Vol. 14,943,648

ACB

22,400

1D -0.22%

5D -0.22%

Buy Vol. 10,986,664

Sell Vol. 10,375,007

SHB

12,050

1D -1.23%

5D -2.03%

Buy Vol. 36,533,788

Sell Vol. 41,049,499

SSB

26,500

1D 0.00%

5D 0.76%

Buy Vol. 2,393,146

Sell Vol. 2,421,013

With the preferential interest rates offered by banks in recent times, borrowing money from banks to pay off debt from other banks is considered a great opportunity for borrowers who are "burdened" with high interest rates. However, in reality, implementing loan procedures is not easy and the costs incurred are very large, if added to the interest rate, it is not low.

OIL & GAS

GAS

106,500

1D -2.29%

5D 0.47%

Buy Vol. 1,463,318

Sell Vol. 1,369,585

POW

12,700

1D -0.78%

5D -0.39%

Buy Vol. 11,670,149

Sell Vol. 15,499,134

PLX

39,800

1D 0.25%

5D 1.25%

Buy Vol. 1,738,193

Sell Vol. 4,132,612

Today, gasoline prices increased by 720-870VND/liter. Kerosene increased by VND630. Similarly, diesel and mazut increased by VND540 and VND140 respectively.

VINGROUP

VIC

52,200

1D -2.43%

5D -5.95%

Buy Vol. 15,118,188

Sell Vol. 17,667,624

VHM

50,200

1D -0.99%

5D 2.45%

Buy Vol. 8,612,346

Sell Vol. 10,347,119

VRE

28,150

1D 0.18%

5D -2.60%

Buy Vol. 5,179,885

Sell Vol. 5,760,140

VIC: After 2 years of construction, VinES Ha Tinh factory has started official production from the end of August 2023 with the product being a battery pack for the VF6 car line.

FOOD & BEVERAGE

VNM

78,000

1D -0.38%

5D -1.76%

Buy Vol. 4,335,165

Sell Vol. 4,234,333

MSN

78,800

1D -1.13%

5D 0.25%

Buy Vol. 2,764,946

Sell Vol. 2,848,293

SAB

80,000

1D -0.62%

5D -6.10%

Buy Vol. 923,767

Sell Vol. 811,321

From September 8 to 15, VanEck Vectors Vietnam ETF (VNM ETF) bought more than 2 million SAB shares, increasing the proportion of this stock in the portfolio to 2.32%.

OTHERS

BCM

44,350

1D -0.56%

5D -1.88%

Buy Vol. 676,495

Sell Vol. 873,244

BVH

44,350

1D -0.56%

5D -1.88%

Buy Vol. 676,495

Sell Vol. 873,244

VJC

99,300

1D -0.10%

5D 0.30%

Buy Vol. 1,399,488

Sell Vol. 1,392,031

FPT

96,800

1D -1.73%

5D 0.94%

Buy Vol. 6,332,057

Sell Vol. 6,149,175

MWG

54,200

1D -2.87%

5D -5.41%

Buy Vol. 14,753,142

Sell Vol. 17,343,079

GVR

23,200

1D 0.43%

5D 5.45%

Buy Vol. 9,391,073

Sell Vol. 10,221,375

SSI

34,750

1D -4.66%

5D -2.52%

Buy Vol. 75,502,792

Sell Vol. 83,918,016

HPG

28,400

1D 0.00%

5D 2.16%

Buy Vol. 70,819,191

Sell Vol. 89,619,815

HPG: Hoa Phat Group proposed planning Bai Goc port in Phu Yen. According to the proposal, Bai Goc port planning includes: Port size, capacity, breakwater, steel factory size and will be divided into functional areas: Oil port, steel factory service port, general port, public service wharf.

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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