Market Brief 02/02/2024
VIETNAM STOCK MARKET
VN-INDEX
1,172.55
1D -0.04%
YTD 3.61%
HNX
230.56
1D 0.00%
YTD 0.25%
VN30
1,174.76
1D 0.12%
YTD 3.81%
UPCOM
88.37
1D 0.40%
YTD 0.90%
Net Foreign buy (B)
-279.05
1D 0.00%
YTD 0.00%
Total trading value (B)
22,640.49
1D 32.62%
YTD 19.81%
The market had a struggling session as the Lunar New Year is coming. Although the market opened a gap to increase sharply at the beginning of the morning session, the upward momentum weakened until the end of the session. The retail and real estate sectors were the most active today.
ETF & DERIVATIVES
E1VFVN30
20,230
1D -0.30%
YTD 3.58%
FUEMAV30
13,950
1D 0.00%
YTD 3.72%
FUESSV30
14,500
1D 0.69%
YTD 4.62%
FUESSV50
17,270
1D 2.07%
YTD 1.71%
FUESSVFL
19,400
1D -0.31%
YTD 5.43%
FUEVFVND
27,360
1D 0.22%
YTD 5.11%
FUEVN100
15,850
1D 0.38%
YTD 3.80%
VN30F2402
1,181
1D 0.33%
YTD 0.00%
VN30F2403
1,183
1D 0.34%
YTD 0.00%
VN30F2406
1,177
1D 0.09%
YTD 0.00%
VN30F2409
1,176
1D -0.03%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
36,158.02
1D 0.41%
YTD 8.05%
Shanghai Component
2,730.15
1D -1.46%
YTD -7.84%
Hang Seng
15,533.56
1D -0.21%
YTD -7.48%
Kospi
2,615.31
1D 2.87%
YTD -2.04%
BSE Sensex
72,085.63
1D 0.61%
YTD 0.27%
STI (Singapore)
3,179.77
1D 1.17%
YTD -1.55%
SET (Thái Lan)
1,384.08
1D 1.18%
YTD -3.44%
Brent oil ($/barrel)
79.15
1D -0.33%
YTD 0.39%
Gold ($/ounce)
2,053.58
1D -0.03%
YTD -1.12%
China shares fell to fresh five-year lows on Friday and posted their worst weekly drop in five years despite late-session signs of state support. The Shanghai Composite closed 1.5% lower as investors remain disappointed by cautious and piecemeal government stimulus measures to shore up the shaky economy. Shares in drug research and development group WuXi AppTec went limit down in Shanghai and dropped 20% in Hong Kong as its mention in a U.S. bill aimed at restricting access to Americans' genetic data again raised geopolitical concerns.
VIETNAM ECONOMY
Vnibor
1.05%
1D (bps) 5
YTD (bps) -255
Deposit interest 12M
4.70%
YTD (bps) -10
5 year-Gov. Bond
1.64%
1D (bps) -11
YTD (bps) -24
10 year-Gov. Bond
2.28%
1D (bps) 8
YTD (bps) 10
USD/VND
24,520
1D (%) -0.20%
YTD (%) 0.04%
EUR/VND
27,244
1D (%) -0.04%
YTD (%) -0.48%
CNY/VND
3,462
1D (%) -0.17%
YTD (%) -0.40%
This morning, most banks adjusted the exchange rate to decrease, but on the "black market", the exchange rate increased by about VND70 compared to yesterday. On the "black market", at 9:15 a.m, the USD price increased again, currently trading at 24,770 - 24,870 VND/USD.
EVENT CALENDAR
M
T
W
T
F
S
S
30
31
01
02
03
04
05
Ex-right date Mon, 12/30/24
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
SELECTED NEWS
- In December 2023, pangasius exports to the US grew again;
- This morning, nearly 100 flights were unable to take off and land at Noi Bai airport due to dense fog;
- Disbursement of public investment capital in January reached 2.58% of the plan;
- OPEC+ keeps crude oil production stable;
- BOE continues to keep policy interest rates unchanged;
- Red Sea container shipping down 30% over attacks, says IMF.
VN30
BANK
VCB
90,300
1D 0.56%
5D -1.85%
Buy Vol. 1,182,442
Sell Vol. 1,844,112
BID
46,900
1D -0.74%
5D -4.19%
Buy Vol. 3,170,758
Sell Vol. 3,952,301
CTG
31,700
1D -1.09%
5D -1.25%
Buy Vol. 6,432,851
Sell Vol. 9,220,354
TCB
34,150
1D 0.00%
5D -3.53%
Buy Vol. 17,653,433
Sell Vol. 9,956,845
VPB
18,800
1D -1.83%
5D -4.81%
Buy Vol. 24,694,952
Sell Vol. 34,375,282
MBB
21,750
1D -0.68%
5D -1.14%
Buy Vol. 29,605,531
Sell Vol. 25,136,607
HDB
22,350
1D 2.52%
5D 4.93%
Buy Vol. 13,675,358
Sell Vol. 14,461,407
TPB
17,500
1D -1.96%
5D -4.37%
Buy Vol. 13,836,129
Sell Vol. 20,640,590
STB
29,900
1D 0.34%
5D -1.32%
Buy Vol. 17,323,908
Sell Vol. 20,691,613
VIB
20,250
1D -1.94%
5D -2.64%
Buy Vol. 11,886,885
Sell Vol. 13,718,836
ACB
26,250
1D 0.96%
5D -0.19%
Buy Vol. 25,965,698
Sell Vol. 27,135,857
SHB
11,450
1D -1.29%
5D -7.29%
Buy Vol. 80,239,648
Sell Vol. 81,781,558
SSB
22,750
1D 0.00%
5D -1.52%
Buy Vol. 2,930,660
Sell Vol. 3,151,731
BID: According to the consolidated financial report of 2023, the main factor driving growth for BIDV has been non-interest business activities. Notably, net profit from trading and investment securities increased 14 times over the same period. Other non-interest business activities also grew well, net profit from foreign exchange trading increased by 50%, and from services increased by 16.3%.
OIL & GAS
GAS
75,200
1D -0.40%
5D -0.88%
Buy Vol. 1,323,356
Sell Vol. 11,191,669
POW
11,300
1D -0.44%
5D 0.29%
Buy Vol. 8,272,760
Sell Vol. 1,276,990
PLX
34,600
1D 0.00%
5D -1.64%
Buy Vol. 743,894
Sell Vol. 4,897,627
GAS: PV Gas's financial revenue in the fourth quarter of 2023 reached VND544 billion, an increase of 11.2%, mainly bank deposit interest
VINGROUP
VIC
42,100
1D -0.59%
5D -1.90%
Buy Vol. 3,366,271
Sell Vol. 10,981,258
VHM
41,200
1D 0.00%
5D -6.11%
Buy Vol. 10,267,401
Sell Vol. 12,644,813
VRE
22,300
1D -1.55%
5D 0.60%
Buy Vol. 13,705,163
Sell Vol. 6,924,079
Son Nam International Transport Company has just launched the first electric taxi service in Nghe An under the MaiLove brand, and has canceled the car purchase contract with Toyota to switch to VinFast.
FOOD & BEVERAGE
VNM
67,400
1D -0.15%
5D -0.61%
Buy Vol. 4,614,410
Sell Vol. 3,566,326
MSN
65,400
1D 0.46%
5D -0.52%
Buy Vol. 2,315,447
Sell Vol. 1,104,987
SAB
57,000
1D -0.87%
5D 4.37%
Buy Vol. 1,007,834
Sell Vol. 1,928,628
VNM: In 2023, revenue from the store channel has grown by 13% over the same period, online sales revenue has doubled over the same period with more than 4 million orders.
OTHERS
BCM
64,500
1D -2.27%
5D 0.37%
Buy Vol. 1,413,332
Sell Vol. 579,108
BVH
41,000
1D -0.61%
5D 0.37%
Buy Vol. 328,594
Sell Vol. 579,108
VJC
104,800
1D -0.66%
5D -0.85%
Buy Vol. 702,860
Sell Vol. 896,007
FPT
102,000
1D 2.10%
5D 6.36%
Buy Vol. 5,262,835
Sell Vol. 5,243,904
MWG
47,400
1D 2.60%
5D 5.57%
Buy Vol. 17,570,023
Sell Vol. 20,427,713
GVR
24,600
1D 2.71%
5D 14.69%
Buy Vol. 11,090,774
Sell Vol. 10,314,322
SSI
34,800
1D 0.43%
5D 2.05%
Buy Vol. 37,350,510
Sell Vol. 49,788,808
HPG
27,900
1D 0.18%
5D -1.59%
Buy Vol. 32,241,664
Sell Vol. 30,527,351
MWG: Mobile World Investment JSC has just announced its 2024 business plan for 2024 with expected revenue of VND125,000 billion, an increase of 5% compared to 2023. Profit after tax is expected to reach VND2,400 billion, 14 times higher compared to 2023.
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
Pinetree Securities Corporation
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Zalo OA: Chứng khoán Pinetree
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Fanpage: Chứng khoán Pinetree
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Youtube channel: Pinetree Securities
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