Market Brief 02/02/2024 - Pinetree Securities

Market Brief 02/02/2024
Market brief February 2, 2024

Market Brief 02/02/2024

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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

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Ex-right date Wed, 04/24/24

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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

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