Market brief 01/02/2024 - Pinetree Securities
Market brief 01/02/2024
Market brief February 1, 2024

Market brief 01/02/2024

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Market brief 01/02/2024

VIETNAM STOCK MARKET

VN-INDEX

1,173.02

1D 0.75%

YTD 3.65%

HNX

230.57

1D 0.61%

YTD 0.25%

VN30

1,173.35

1D 0.60%

YTD 3.69%

UPCOM

88.02

1D 0.38%

YTD 0.50%

Net Foreign buy (B)

104.32

1D 0.00%

YTD 0.00%

Total trading value (B)

17,071.95

1D -36.70%

YTD -9.66%

The market has recovered positively after a sharp decline yesterday. Almost industry groups increased today, in which industrial real estate and retail were the two most positive sectors.

ETF & DERIVATIVES

E1VFVN30

20,290

1D 0.50%

YTD 3.89%

FUEMAV30

13,950

1D 0.58%

YTD 3.72%

FUESSV30

14,400

1D 0.00%

YTD 3.90%

FUESSV50

16,920

1D -1.05%

YTD -0.35%

FUESSVFL

19,460

1D -0.05%

YTD 5.76%

FUEVFVND

27,300

1D 0.59%

YTD 4.88%

FUEVN100

15,790

1D -0.69%

YTD 3.41%

VN30F2402

1,177

1D 0.53%

YTD 0.00%

VN30F2403

1,179

1D 0.60%

YTD 0.00%

VN30F2406

1,176

1D 0.69%

YTD 0.00%

VN30F2409

1,176

1D 0.87%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

36,011.46

1D -0.76%

YTD 7.61%

Shanghai Component

2,770.74

1D -0.64%

YTD -6.47%

Hang Seng

15,566.21

1D 0.52%

YTD -7.28%

Kospi

2,542.46

1D 1.82%

YTD -4.77%

BSE Sensex

71,645.30

1D 0.00%

YTD -0.34%

STI (Singapore)

3,143.06

1D -0.37%

YTD -2.69%

SET (Thái Lan)

1,367.96

1D 0.20%

YTD -4.56%

Brent oil ($/barrel)

81.10

1D 0.32%

YTD 2.87%

Gold ($/ounce)

2,031.73

1D -0.45%

YTD -2.17%

Asian stocks were mixed today. The Kospi index was the most positive after S&P Global announced that Korea's PMI index in January reached 51.2 points, recording a positive increase from 49.9 in December last year.

VIETNAM ECONOMY

Vnibor

1.00%

1D (bps) -6

YTD (bps) -260

Deposit interest 12M

4.70%

YTD (bps) -10

5 year-Gov. Bond

1.75%

1D (bps) 2

YTD (bps) -14

10 year-Gov. Bond

2.20%

1D (bps) 3

YTD (bps) 2

USD/VND

24,605

1D (%) 0.04%

YTD (%) 0.39%

EUR/VND

26,970

1D (%) -0.59%

YTD (%) -1.48%

CNY/VND

3,466

1D (%) -0.32%

YTD (%) -0.29%

The central exchange rate listed by the SBV is at 23,991 VND/USD, down quite sharply compared to yesterday and falling out of the area of 24,000 VND/USD. USD prices at commercial banks have also continuously cooled down in recent days.

EVENT CALENDAR

M
T
W
T
F
S
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18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24

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

89,800

1D 1.47%

5D -1.32%

Buy Vol. 1,512,331

Sell Vol. 1,741,220

BID

47,250

1D -0.94%

5D -2.38%

Buy Vol. 3,144,691

Sell Vol. 2,505,066

CTG

32,050

1D 1.42%

5D 0.00%

Buy Vol. 11,888,839

Sell Vol. 8,722,859

TCB

34,150

1D -1.16%

5D -2.43%

Buy Vol. 10,395,487

Sell Vol. 8,545,760

VPB

19,150

1D -1.29%

5D -2.54%

Buy Vol. 14,794,757

Sell Vol. 20,412,562

MBB

21,900

1D 0.69%

5D 0.00%

Buy Vol. 36,130,036

Sell Vol. 19,479,042

HDB

21,800

1D 0.00%

5D 3.56%

Buy Vol. 7,810,415

Sell Vol. 9,789,524

TPB

17,850

1D 0.00%

5D -1.65%

Buy Vol. 11,687,169

Sell Vol. 10,669,911

STB

29,800

1D -0.33%

5D -2.30%

Buy Vol. 26,008,643

Sell Vol. 22,711,991

VIB

20,650

1D -0.48%

5D 0.24%

Buy Vol. 8,113,110

Sell Vol. 7,832,283

ACB

26,000

1D 0.97%

5D 0.78%

Buy Vol. 16,779,008

Sell Vol. 12,525,303

SHB

11,600

1D 0.00%

5D -5.31%

Buy Vol. 56,466,074

Sell Vol. 50,597,124

SSB

22,750

1D -0.66%

5D -1.52%

Buy Vol. 1,755,270

Sell Vol. 2,384,690

STB: Sacombank has just announced business results for the fourth quarter of 2023. Accordingly, Sacombank has completed key business targets assigned by the General Meeting of Shareholders, pre-tax profit growth reached VND9,595 billion, an increase of 51% compared to 2022, exceeding the plan set at the beginning of the year. In particular, Sacombank has completed 100% provision for unrecovered debt sold from VAMC. It is expected that the Bank will complete the restructuring project in the first half of 2024.

OIL & GAS

GAS

75,500

1D 0.13%

5D -0.87%

Buy Vol. 1,068,988

Sell Vol. 7,271,435

POW

11,350

1D 0.00%

5D 0.29%

Buy Vol. 8,012,072

Sell Vol. 898,649

PLX

34,600

1D 0.00%

5D -1.05%

Buy Vol. 640,634

Sell Vol. 4,167,568

GAS: PV Gas ended the fourth quarter with revenue of nearly VND22.6 trillion, a slight increase over the same period last year.

VINGROUP

VIC

42,350

1D -0.35%

5D -2.14%

Buy Vol. 3,588,854

Sell Vol. 10,460,367

VHM

41,200

1D -0.72%

5D -4.83%

Buy Vol. 12,115,524

Sell Vol. 11,675,781

VRE

22,650

1D 0.89%

5D 0.90%

Buy Vol. 16,805,836

Sell Vol. 6,372,616

VIC: Vinfast will be the first company of Vingroup to invest in the Philippines in 2024 with the establishment of a business network for cars and electric motorbikes.

FOOD & BEVERAGE

VNM

67,500

1D 0.75%

5D -2.54%

Buy Vol. 4,209,639

Sell Vol. 3,166,449

MSN

65,100

1D 1.09%

5D -2.21%

Buy Vol. 3,262,333

Sell Vol. 1,100,889

SAB

57,500

1D 2.13%

5D 7.14%

Buy Vol. 1,353,777

Sell Vol. 1,801,548

VNM: Foreign markets have a growth rate of 11.7% over the same period, contributing VND2,534 billion in revenue in the fourth quarter of 2023 of Vinamilk.

OTHERS

BCM

66,000

1D 1.07%

5D 1.35%

Buy Vol. 1,439,125

Sell Vol. 1,071,222

BVH

41,250

1D 1.85%

5D 1.35%

Buy Vol. 822,134

Sell Vol. 1,071,222

VJC

105,500

1D 0.86%

5D 0.57%

Buy Vol. 794,647

Sell Vol. 803,168

FPT

99,900

1D 4.39%

5D 5.05%

Buy Vol. 13,448,458

Sell Vol. 11,744,623

MWG

46,200

1D 2.67%

5D 2.21%

Buy Vol. 18,554,853

Sell Vol. 20,663,627

GVR

23,950

1D 6.92%

5D 14.59%

Buy Vol. 19,003,379

Sell Vol. 7,333,068

SSI

34,650

1D 0.73%

5D 2.06%

Buy Vol. 22,051,797

Sell Vol. 29,965,089

HPG

27,850

1D 0.36%

5D -1.42%

Buy Vol. 22,792,923

Sell Vol. 25,316,746

GVR and FPT are the two stocks in the VN30 basket that increased the most today with suddenly high liquidity.

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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