Morning Brief 28/12/2023 - Pinetree Securities

Morning Brief 28/12/2023
Morning brief December 28, 2023

Morning Brief 28/12/2023

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Morning Brief 28/12/2023

GLOBAL MARKET

DJIA

37,656.52

1D 0.30%

YTD 13.60%

S&P500

4,781.58

1D 0.14%

YTD 24.54%

NASDAQ

15,099.18

1D 0.16%

YTD 44.26%

VIX

12.43

1D -4.31%

FTSE 100

7,724.95

1D 0.36%

YTD 3.67%

DAX

16,742.07

1D 0.21%

YTD 20.24%

CAC40

7,571.82

1D 0.04%

YTD 16.96%

Brent oil ($/barrel)

79.84

1D -1.26%

YTD -7.07%

Gold ($/ounce)

2,084.03

1D 0.87%

YTD 14.12%

U.S. stocks closed slightly higher in languid trading on Wednesday, with little market-moving news to fuel conviction as the S&P 500 hovered just below bull market confirmation. The S&P 500 has been on the run recently, with the Magnificent Seven (Alphabet, Amazon, Apple, Meta Platforms, Microsoft, NVIDIA, Tesla) leading the charge and holding almost 30% of the index's value. Wall Street is arguing over whether the S&P can maintain this momentum into 2024.

VIETNAM ECONOMY

Vnibor

1.02%

1D (bps) 28

YTD (bps) -395

Deposit interest 12M

4.80%

YTD (bps) -260

5 year-Gov. Bond

1.88%

1D (bps) 1

YTD (bps) -291

10 year-Gov. Bond

2.20%

1D (bps) 2

YTD (bps) -270

USD/VND

24,490

1D (%) -0.06%

YTD (%) 3.07%

EUR/VND

27,761

1D (%) 0.65%

YTD (%) 8.19%

CNY/VND

3,475

1D (%) -0.03%

YTD (%) -0.29%

The US dollar slipped to a five-month low on Wednesday (Dec 27) and the euro touched a more than four-month peak on expectations that the Federal Reserve could soon cut interest rates, but thin year-end trading flows limited moves.

VIETNAM STOCK MARKET

VN-INDEX

1,121.99

1D -0.02%

YTD 11.41%

HNX

230.60

1D -0.29%

YTD 12.32%

VN30

1,115.94

1D 0.04%

YTD 11.02%

UPCOM

86.46

1D 0.26%

YTD 20.67%

Net Foreign buy (B)

103.76

Total trading value (B)

21,427.06

1D 23.45%

YTD 148.69%

In the December 27 session, proprietary traders net bought VND229 billion, mainly including GAS VND113 billion, TPB VND46 billion. In contrast, MCM was net sold the most with VND154 billion.

INTRADAY

VN30 (12M)

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Ex-right date Sun, 06/16/24

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