Morning brief 03/01/2024 - Pinetree Securities

Morning brief 03/01/2024
Morning brief January 3, 2024

Morning brief 03/01/2024

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Morning brief 03/01/2024

GLOBAL MARKET

DJIA

37,715.04

1D 0.07%

YTD 13.78%

S&P500

4,742.83

1D -0.57%

YTD 23.53%

NASDAQ

14,765.94

1D -1.63%

YTD 41.08%

VIX

13.20

1D 6.02%

FTSE 100

7,721.52

1D -0.15%

YTD 3.62%

DAX

16,769.36

1D 0.11%

YTD 20.44%

CAC40

7,530.86

1D -0.16%

YTD 16.33%

Brent oil ($/barrel)

78.84

1D 1.15%

YTD -8.23%

Gold ($/ounce)

2,076.76

1D 0.42%

YTD 13.72%

The S&P 500 index fell on Tuesday (January 2), the first trading session of 2024, as bond yields were higher and investors took some profits after an unexpectedly strong 2023. Apple shares dropped more than 3% after Barclays downgraded this company to a low rating. On the other hand, the Dow Jones remained elevated as defensive stocks such as Johnson & Johnson and Merck consolidated.

VIETNAM ECONOMY

Vnibor

3.60%

YTD (bps) -137

Deposit interest 12M

4.80%

YTD (bps) -260

5 year-Gov. Bond

1.88%

YTD (bps) -291

10 year-Gov. Bond

2.18%

YTD (bps) -272

USD/VND

24,510

1D (%) 0.49%

YTD (%) 3.16%

EUR/VND

27,376

1D (%) -0.31%

YTD (%) 6.69%

CNY/VND

3,476

1D (%) -0.14%

YTD (%) -0.26%

Gold prices enter 2024 under pressure from the rise of the USD, but remain stable thanks to expectations that the US Federal Reserve (Fed) will lower interest rates this year and growing concerns about financial crises on shipping in the Red Sea.

VIETNAM STOCK MARKET

VN-INDEX

1,131.72

1D 0.16%

YTD 12.38%

HNX

229.99

1D -0.45%

YTD 12.03%

VN30

1,131.64

1D 0.02%

YTD 12.58%

UPCOM

87.58

1D 0.62%

YTD 22.23%

Net Foreign buy (B)

-424.78

Total trading value (B)

18,896.56

1D 4.34%

YTD 119.32%

Session 2/1, proprietary traders net sold 54 billion VND, mainly including VIX VND29 billion, VPB VND27 billion, MBB VND24 billion,...

INTRADAY

VN30 (12M)

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Ex-right date Sun, 06/16/24

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