Market brief 06/12/2023 - Pinetree Securities
Market brief 06/12/2023
Market brief December 6, 2023

Market brief 06/12/2023

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Market brief 06/12/2023

VIETNAM STOCK MARKET

VN-INDEX

1,126.43

1D 0.94%

YTD 11.85%

HNX

233.63

1D 0.99%

YTD 13.80%

VN30

1,109.27

1D 0.80%

YTD 10.35%

UPCOM

86.31

1D 0.34%

YTD 20.46%

Net Foreign buy (B)

-563.91

1D 0.00%

YTD 0.00%

Total trading value (B)

20,562.26

1D 3.67%

YTD 138.65%

Following the excitement in the previous session, the stock market opened the morning session with a slight increase. The upward momentum continued throughout the entire session. The most positive sectors today were retail, electricity and F&B.

ETF & DERIVATIVES

E1VFVN30

19,070

1D 0.58%

YTD 10.04%

FUEMAV30

13,140

1D 0.69%

YTD 10.23%

FUESSV30

13,680

1D 0.22%

YTD 9.62%

FUESSV50

16,900

1D 0.00%

YTD 20.28%

FUESSVFL

18,270

1D 1.05%

YTD 27.32%

FUEVFVND

25,360

1D 0.63%

YTD 13.21%

FUEVN100

15,050

1D 0.53%

YTD 16.22%

VN30F2312

1,111

1D 1.10%

YTD 0.00%

VN30F2401

1,110

1D 1.10%

YTD 0.00%

VN30F2403

1,104

1D 0.95%

YTD 0.00%

VN30F2406

1,106

1D 1.14%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

33,445.90

1D 2.04%

YTD 28.17%

Shanghai Component

2,968.93

1D -0.11%

YTD -3.90%

Shenzhen Component

9,533.25

1D 0.66%

YTD -13.46%

Hang Seng

16,463.26

1D 0.83%

YTD -16.77%

Kospi

2,495.38

1D 0.04%

YTD 11.58%

BSE Sensex

69,667.31

1D 0.74%

YTD 14.51%

STI (Singapore)

3,087.24

1D 0.38%

YTD -5.05%

SET (Thái Lan)

1,389.61

1D 0.44%

YTD -16.81%

Brent oil ($/barrel)

77.28

1D -0.08%

YTD -10.05%

Gold ($/ounce)

2,022.41

1D 0.12%

YTD 10.74%

Major Asian stock markets mostly recovered today, only the Chinese market continued to decline after Moody's cut the national credit outlook due to concerns about the slow recovery of China economy.

VIETNAM ECONOMY

Vnibor

0.16%

YTD (bps) -481

Deposit interest 12M

4.80%

YTD (bps) -260

5 year-Gov. Bond

1.99%

1D (bps) 5

YTD (bps) -280

10 year-Gov. Bond

2.34%

1D (bps) 8

YTD (bps) -256

USD/VND

24,450

1D (%) 0.03%

YTD (%) 2.90%

EUR/VND

26,920

1D (%) -0.04%

YTD (%) 4.91%

CNY/VND

3,462

1D (%) -0.12%

YTD (%) -0.66%

Today (December 6) is the maturity date of the last batch of bills in the recent issuance with amount of VND5,000 billion. Thus, the SBV has so far pumped back to the banking system all the money withdrawn through the bill channel, bringing the amount in circulation to zero.

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

85,900

1D 0.59%

5D 0.94%

Buy Vol. 1,167,431

Sell Vol. 1,486,478

BID

40,000

1D 0.88%

5D 1.78%

Buy Vol. 2,249,344

Sell Vol. 2,117,655

CTG

26,650

1D 0.57%

5D 1.29%

Buy Vol. 5,726,744

Sell Vol. 5,993,008

TCB

30,400

1D 1.16%

5D 1.67%

Buy Vol. 4,568,383

Sell Vol. 4,531,520

VPB

19,400

1D 1.31%

5D 0.78%

Buy Vol. 18,945,464

Sell Vol. 17,291,755

MBB

18,100

1D 0.28%

5D 1.40%

Buy Vol. 14,018,448

Sell Vol. 16,320,881

HDB

18,600

1D 0.81%

5D 3.05%

Buy Vol. 10,424,190

Sell Vol. 13,658,461

TPB

17,450

1D 2.35%

5D 3.56%

Buy Vol. 29,855,584

Sell Vol. 22,903,358

STB

28,100

1D 1.08%

5D 1.08%

Buy Vol. 29,029,161

Sell Vol. 24,793,037

VIB

19,200

1D 0.26%

5D 2.13%

Buy Vol. 10,149,518

Sell Vol. 9,177,503

ACB

22,300

1D 0.68%

5D 1.13%

Buy Vol. 6,427,134

Sell Vol. 6,965,478

SHB

11,000

1D 0.46%

5D 1.38%

Buy Vol. 28,908,810

Sell Vol. 35,086,125

SSB

22,700

1D 0.00%

5D -1.52%

Buy Vol. 1,506,270

Sell Vol. 2,306,757

CTG: At the 28th Conference of Parties to the United Nations Framework Convention on Climate Change (COP28), VietinBank met bilaterally with major partners MUFG, Standard Chartered and Goldwind with the goal of promoting Climate finance in Vietnam.

OIL & GAS

GAS

79,800

1D 1.01%

5D 2.21%

Buy Vol. 8,121,214

Sell Vol. 8,541,396

POW

11,550

1D 0.87%

5D 0.28%

Buy Vol. 1,462,113

Sell Vol. 1,746,157

PLX

35,900

1D 0.98%

5D 0.59%

Buy Vol. 3,886,380

Sell Vol. 6,078,394

POW: Nhon Trach 3 and Nhon Trach 4 Thermal Power Plant Project is a national key project with a total investment of nearly USD1.4 billion expected to test run in April 2024.

VINGROUP

VIC

42,800

1D 0.00%

5D -1.82%

Buy Vol. 19,343,712

Sell Vol. 16,351,535

VHM

40,450

1D -0.12%

5D -1.29%

Buy Vol. 7,875,520

Sell Vol. 7,139,757

VRE

22,900

1D 0.22%

5D 0.15%

Buy Vol. 3,252,580

Sell Vol. 3,080,184

VHM: 3 major projects Vinhomes Vu Yen, Co Loa, Wonder Park are forecast to bring Vinhomes nearly VND92,000 billion in 2024.

FOOD & BEVERAGE

VNM

68,500

1D 0.59%

5D -1.27%

Buy Vol. 2,760,191

Sell Vol. 2,817,977

MSN

62,100

1D 1.14%

5D -1.51%

Buy Vol. 593,012

Sell Vol. 687,316

SAB

65,200

1D 1.88%

5D 13.40%

Buy Vol. 1,401,809

Sell Vol. 1,438,966

MSN: Bain Capital poured more money into Masan, bringing the total investment to USD250 million.

OTHERS

BCM

66,000

1D 4.27%

5D 0.88%

Buy Vol. 587,401

Sell Vol. 1,110,522

BVH

40,050

1D 0.63%

5D 0.88%

Buy Vol. 587,401

Sell Vol. 1,110,522

VJC

105,800

1D 0.67%

5D -0.94%

Buy Vol. 1,015,839

Sell Vol. 979,166

FPT

95,000

1D 0.21%

5D 3.60%

Buy Vol. 2,249,385

Sell Vol. 3,569,654

MWG

40,950

1D 2.38%

5D 5.54%

Buy Vol. 14,852,929

Sell Vol. 17,168,681

GVR

20,800

1D 0.97%

5D 4.79%

Buy Vol. 4,644,687

Sell Vol. 4,134,790

SSI

33,600

1D 0.90%

5D 6.33%

Buy Vol. 46,301,614

Sell Vol. 37,406,566

HPG

27,600

1D 1.28%

5D 2.22%

Buy Vol. 34,054,476

Sell Vol. 45,040,207

FPT: On December 6, FPT announced the purchase of 80% shares of AOSIS - a technology consulting company headquartered in France. The deal is part of FPT strategy to expand its global presence and make a mark on technological competitiveness in Europe.

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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