Market Brief 30/11/2023 - Pinetree Securities
Market Brief 30/11/2023
Market brief November 30, 2023

Market Brief 30/11/2023

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Market Brief 30/11/2023

VIETNAM STOCK MARKET

VN-INDEX

1,094.13

1D -0.79%

YTD 8.64%

HNX

226.15

1D -0.39%

YTD 10.16%

VN30

1,081.70

1D -1.05%

YTD 7.61%

UPCOM

84.99

1D -0.06%

YTD 18.62%

Net Foreign buy (B)

-497.71

1D 0.00%

YTD 0.00%

Total trading value (B)

17,060.28

1D 16.24%

YTD 98.01%

VNIndex had a falling session in the last session of November. While VNIndex increased sharply in the morning, after 2:00 p.m, the market turned red and began to decline sharply. Industrial zone was the most positive group in today's session, while oil and gas, food and basic resources were the three most negative industry groups.

ETF & DERIVATIVES

E1VFVN30

18,850

1D -0.21%

YTD 8.77%

FUEMAV30

12,890

1D -0.69%

YTD 8.14%

FUESSV30

13,460

1D 0.07%

YTD 7.85%

FUESSV50

16,900

1D 2.05%

YTD 20.28%

FUESSVFL

17,820

1D -0.45%

YTD 24.18%

FUEVFVND

24,830

1D -0.16%

YTD 10.85%

FUEVN100

14,800

1D -0.27%

YTD 14.29%

VN30F2312

1,076

1D -1.47%

YTD 0.00%

VN30F2401

1,078

1D -1.19%

YTD 0.00%

VN30F2403

1,071

1D -1.33%

YTD 0.00%

VN30F2406

1,074

1D -1.06%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

33,486.89

1D 0.50%

YTD 28.33%

Shanghai Component

3,029.67

1D 0.26%

YTD -1.93%

Shenzhen Component

9,726.92

1D -0.18%

YTD -11.70%

Hang Seng

17,042.88

1D 0.29%

YTD -13.84%

Kospi

2,535.29

1D 0.61%

YTD 13.36%

BSE Sensex

66,988.44

1D 0.13%

YTD 10.10%

STI (Singapore)

3,072.99

1D -0.38%

YTD -5.48%

SET (Thái Lan)

1,380.18

1D -0.54%

YTD -17.37%

Brent oil ($/barrel)

83.85

1D 1.64%

YTD -2.40%

Gold ($/ounce)

2,037.97

1D -0.40%

YTD 11.60%

Asian stocks mostly increased today's session. The Japanese market is still showing a positive trend due to the less hawkish outlook from the US Federal Reserve, as well as the BoJ taking a more dovish stance since its meeting earlier this month. Meanwhile, the Chinese and Hong Kong markets have also recovered after many sessions of decline due to the country's weak economic situation.

VIETNAM ECONOMY

Vnibor

0.14%

YTD (bps) -483

Deposit interest 12M

4.80%

YTD (bps) -260

5 year-Gov. Bond

1.91%

1D (bps) -14

YTD (bps) -288

10 year-Gov. Bond

2.28%

1D (bps) -8

YTD (bps) -262

USD/VND

24,485

1D (%) 0.20%

YTD (%) 3.05%

EUR/VND

26,937

1D (%) -1.59%

YTD (%) 4.98%

CNY/VND

3,472

1D (%) -0.03%

YTD (%) -0.37%

The USD has rebounded slightly from a three-month low as the market received data showing that the US economy grew faster in the third quarter. Exchange rates at banks and the free market both increased slightly in the context of the central exchange rate continuing to adjust downward.

EVENT CALENDAR

M
T
W
T
F
S
S
26
27
28
29
01
02
03
Ex-right date Thu, 02/29/24

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

84,700

1D -0.47%

5D -0.94%

Buy Vol. 1,794,054

Sell Vol. 1,675,660

BID

38,850

1D -1.15%

5D 1.81%

Buy Vol. 1,180,718

Sell Vol. 1,820,114

CTG

26,300

1D -0.04%

5D 0.65%

Buy Vol. 5,143,178

Sell Vol. 5,123,744

TCB

29,500

1D -1.34%

5D -2.96%

Buy Vol. 5,417,518

Sell Vol. 5,618,265

VPB

19,100

1D -0.78%

5D -0.26%

Buy Vol. 14,109,054

Sell Vol. 14,780,937

MBB

17,800

1D -0.28%

5D -0.56%

Buy Vol. 12,208,655

Sell Vol. 12,741,341

HDB

18,000

1D -0.28%

5D -0.28%

Buy Vol. 7,350,193

Sell Vol. 8,564,547

TPB

17,000

1D 0.89%

5D 0.00%

Buy Vol. 18,021,242

Sell Vol. 15,412,934

STB

27,500

1D -1.08%

5D -2.48%

Buy Vol. 25,081,612

Sell Vol. 27,348,537

VIB

18,700

1D -0.53%

5D -0.53%

Buy Vol. 3,086,917

Sell Vol. 3,322,203

ACB

21,950

1D -0.45%

5D -1.13%

Buy Vol. 7,728,705

Sell Vol. 9,985,460

SHB

10,800

1D -0.46%

5D -1.37%

Buy Vol. 21,297,290

Sell Vol. 28,549,576

SSB

22,600

1D -1.95%

5D -1.74%

Buy Vol. 2,095,705

Sell Vol. 3,274,297

On November 29, 2023, the State Bank of Vietnam announced to expand credit room for banks. Currently, banks with outstanding loans reaching 80% of the assigned credit target from the beginning of the year will have their credit room expanded, based on the 2022 ranking. In addition, SBV prioritizes banks that focus on priority areas of the Government and has lowered lending interest rates to low levels recently.

OIL & GAS

GAS

76,500

1D -1.67%

5D -1.75%

Buy Vol. 9,145,061

Sell Vol. 10,453,788

POW

11,250

1D -0.44%

5D 4.15%

Buy Vol. 1,554,125

Sell Vol. 2,304,564

PLX

35,100

1D -1.96%

5D 1.09%

Buy Vol. 5,223,753

Sell Vol. 6,989,324

From 3:00 p.m, RON 95 gasoline price decreased slightly by 34 VND/liter, while RON 92 increased by 109 VND/liter.

VINGROUP

VIC

41,750

1D -1.88%

5D 5.90%

Buy Vol. 10,751,021

Sell Vol. 14,042,830

VHM

41,300

1D 0.24%

5D -2.21%

Buy Vol. 6,404,450

Sell Vol. 7,863,623

VRE

22,100

1D -4.74%

5D -1.89%

Buy Vol. 3,601,284

Sell Vol. 4,114,256

XanhSM officially participates in the delivery field. If the delivery is not successful, the driver will be refunded the trip fee and 100% of the COD fee, up to VND2 million (if any).

FOOD & BEVERAGE

VNM

67,400

1D -1.46%

5D -4.42%

Buy Vol. 4,031,848

Sell Vol. 3,275,738

MSN

60,500

1D -3.82%

5D 7.62%

Buy Vol. 918,423

Sell Vol. 1,166,019

SAB

65,000

1D -1.81%

5D 0.16%

Buy Vol. 579,419

Sell Vol. 639,835

VNM: Vinamilk said it will continue to develop new markets such as South America, the Caribbean, West and South Africa.

OTHERS

BCM

58,200

1D 0.00%

5D -1.37%

Buy Vol. 912,929

Sell Vol. 1,065,729

BVH

39,000

1D -1.76%

5D -1.37%

Buy Vol. 912,929

Sell Vol. 1,065,729

VJC

102,000

1D -4.49%

5D -2.86%

Buy Vol. 1,583,637

Sell Vol. 1,198,745

FPT

91,900

1D 0.22%

5D 1.21%

Buy Vol. 4,051,856

Sell Vol. 4,651,470

MWG

38,500

1D -0.77%

5D 3.22%

Buy Vol. 6,912,128

Sell Vol. 9,530,186

GVR

20,000

1D 0.76%

5D 3.63%

Buy Vol. 6,865,815

Sell Vol. 7,301,565

SSI

31,300

1D -0.95%

5D 1.29%

Buy Vol. 31,126,310

Sell Vol. 39,771,196

HPG

26,550

1D -1.67%

5D 2.71%

Buy Vol. 42,409,041

Sell Vol. 51,002,460

FRT (FPT's associate company) said that the Long Chau pharmacy chain is maintaining average revenue/pharmacy/month at nearly VND1.1 billion. Long Chau has also just increased capital to invest in pharmacy chains, focusing on the province while improving customer experience.

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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