Market brief 07/12/2023 - Pinetree Securities
Market brief 07/12/2023
Market brief December 7, 2023

Market brief 07/12/2023

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Market brief 07/12/2023

VIETNAM STOCK MARKET

VN-INDEX

1,121.49

1D -0.44%

YTD 11.36%

HNX

231.84

1D -0.77%

YTD 12.93%

VN30

1,111.35

1D 0.19%

YTD 10.56%

UPCOM

85.71

1D -0.70%

YTD 19.62%

Net Foreign buy (B)

-808.61

1D 0.00%

YTD 0.00%

Total trading value (B)

31,836.55

1D 54.83%

YTD 269.51%

The stock market dropped sharply in the morning session but quickly recovered in the afternoon session. Banks were the main support of the market today as they remained in green, while most sectors dropped.

ETF & DERIVATIVES

E1VFVN30

19,210

1D 0.73%

YTD 10.85%

FUEMAV30

13,180

1D 0.30%

YTD 10.57%

FUESSV30

13,860

1D 1.32%

YTD 11.06%

FUESSV50

16,730

1D -1.01%

YTD 19.07%

FUESSVFL

18,280

1D 0.05%

YTD 27.39%

FUEVFVND

25,290

1D -0.28%

YTD 12.90%

FUEVN100

15,090

1D 0.27%

YTD 16.53%

VN30F2312

1,112

1D 0.08%

YTD 0.00%

VN30F2401

1,111

1D 0.09%

YTD 0.00%

VN30F2403

1,110

1D 0.49%

YTD 0.00%

VN30F2406

1,107

1D 0.10%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

32,858.31

1D -1.76%

YTD 25.92%

Shanghai Component

2,966.21

1D -0.09%

YTD -3.98%

Shenzhen Component

9,519.91

1D -0.14%

YTD -13.58%

Hang Seng

16,345.89

1D -0.71%

YTD -17.37%

Kospi

2,492.07

1D -0.13%

YTD 11.43%

BSE Sensex

69,521.69

1D -0.21%

YTD 14.27%

STI (Singapore)

3,074.26

1D -0.42%

YTD -5.45%

SET (Thái Lan)

1,378.73

1D -0.78%

YTD -17.46%

Brent oil ($/barrel)

74.97

1D 0.51%

YTD -12.73%

Gold ($/ounce)

2,033.49

1D 0.24%

YTD 11.35%

After a recovery session, Asian stocks are mostly in the red today. The decline continued to spread in the Chinese market after the country's national credit rating was cut by Moody's. After China, Moody's continued to downgrade Hong Kong and Macau.

VIETNAM ECONOMY

Vnibor

0.15%

1D (bps) -1

YTD (bps) -482

Deposit interest 12M

4.80%

YTD (bps) -260

5 year-Gov. Bond

2.06%

1D (bps) 7

YTD (bps) -273

10 year-Gov. Bond

2.50%

1D (bps) 16

YTD (bps) -240

USD/VND

24,490

1D (%) 0.14%

YTD (%) 3.07%

EUR/VND

26,592

1D (%) -1.09%

YTD (%) 3.64%

CNY/VND

3,466

1D (%) 0.12%

YTD (%) -0.55%

With the credit growth target set at the beginning of the year (14.5%), it is estimated that the room banks can lend more in December is nearly VND638,000 billion.

EVENT CALENDAR

M
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F
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26
27
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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

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VN30

BANK

VCB

85,200

1D -0.81%

5D 0.59%

Buy Vol. 1,993,920

Sell Vol. 2,410,250

BID

40,600

1D 1.50%

5D 4.50%

Buy Vol. 3,891,889

Sell Vol. 3,063,156

CTG

26,900

1D 0.94%

5D 2.28%

Buy Vol. 10,697,570

Sell Vol. 12,184,692

TCB

30,850

1D 1.48%

5D 4.58%

Buy Vol. 10,081,406

Sell Vol. 9,552,172

VPB

19,650

1D 1.29%

5D 2.88%

Buy Vol. 27,529,430

Sell Vol. 28,483,754

MBB

18,250

1D 0.83%

5D 2.53%

Buy Vol. 27,275,478

Sell Vol. 26,603,363

HDB

18,700

1D 0.54%

5D 3.89%

Buy Vol. 12,255,399

Sell Vol. 14,580,296

TPB

17,550

1D 0.57%

5D 3.24%

Buy Vol. 22,297,575

Sell Vol. 25,955,809

STB

28,550

1D 1.60%

5D 3.82%

Buy Vol. 49,591,939

Sell Vol. 54,515,823

VIB

19,300

1D 0.52%

5D 3.21%

Buy Vol. 13,292,106

Sell Vol. 11,677,470

ACB

22,400

1D 0.45%

5D 2.05%

Buy Vol. 12,152,940

Sell Vol. 15,385,900

SHB

11,050

1D 0.45%

5D 2.31%

Buy Vol. 60,524,902

Sell Vol. 65,111,647

SSB

22,700

1D 0.00%

5D 0.44%

Buy Vol. 1,743,701

Sell Vol. 2,353,117

Deputy Inspector General of the Government Bui Ngoc Lam said that this agency is urgently implementing the Deputy Prime Minister's instructions on inspecting the implementation of assigned functions and tasks of SBV in credit growth policy 2022-2023.

OIL & GAS

GAS

77,900

1D -2.38%

5D 2.22%

Buy Vol. 10,494,189

Sell Vol. 11,936,724

POW

11,500

1D -0.43%

5D 0.14%

Buy Vol. 1,838,710

Sell Vol. 1,999,019

PLX

35,150

1D -2.09%

5D 2.51%

Buy Vol. 7,742,394

Sell Vol. 8,864,324

RON95-III gasoline price decreased by nearly 700VND per liter.

VINGROUP

VIC

42,800

1D 0.00%

5D -3.87%

Buy Vol. 19,794,534

Sell Vol. 18,888,502

VHM

39,700

1D -1.85%

5D 3.17%

Buy Vol. 9,362,109

Sell Vol. 9,184,352

VRE

22,800

1D -0.44%

5D 1.48%

Buy Vol. 6,799,238

Sell Vol. 6,928,949

VIC: The US International Development Finance Corporation (DFC) wants to sponsor USD500 million for VinFast to develop electrified transportation on December 3.

FOOD & BEVERAGE

VNM

68,400

1D -0.15%

5D 4.96%

Buy Vol. 6,910,177

Sell Vol. 6,768,530

MSN

63,500

1D 2.25%

5D 0.92%

Buy Vol. 1,198,124

Sell Vol. 1,177,537

SAB

65,600

1D 0.61%

5D 11.34%

Buy Vol. 1,374,775

Sell Vol. 1,747,634

SAB: Sabeco (SAB) finalizes the right to pay cash dividends in 2023, rate of 15%. The last registration date to exercise the right to receive dividends is January 5, 2024.

OTHERS

BCM

64,800

1D -1.82%

5D 1.54%

Buy Vol. 892,336

Sell Vol. 932,108

BVH

39,600

1D -1.12%

5D 1.54%

Buy Vol. 892,336

Sell Vol. 932,108

VJC

105,700

1D -0.09%

5D 3.63%

Buy Vol. 1,424,221

Sell Vol. 1,583,359

FPT

94,300

1D -0.74%

5D 2.61%

Buy Vol. 6,621,378

Sell Vol. 6,406,610

MWG

40,850

1D -0.24%

5D 6.10%

Buy Vol. 16,742,049

Sell Vol. 18,838,879

GVR

20,200

1D -2.88%

5D 1.00%

Buy Vol. 6,998,329

Sell Vol. 6,140,439

SSI

32,850

1D -2.23%

5D 4.95%

Buy Vol. 80,369,739

Sell Vol. 76,327,771

HPG

27,600

1D 0.00%

5D 3.95%

Buy Vol. 81,740,684

Sell Vol. 96,278,419

HPG: Hoa Phat steel sales volume in November 2023 is the highest in 20 months, exceeding 700,000 tons, up 12% compared to October and up 60% over the same period last year.

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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