Market brief 06/02/2024 - Pinetree Securities

Market brief 06/02/2024
Market brief February 6, 2024

Market brief 06/02/2024

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Market brief 06/02/2024

VIETNAM STOCK MARKET

VN-INDEX

1,188.48

1D 0.20%

YTD 5.02%

HNX

230.63

1D 0.15%

YTD 0.28%

VN30

1,199.17

1D 0.15%

YTD 5.97%

UPCOM

88.86

1D 0.37%

YTD 1.46%

Net Foreign buy (B)

-480.37

1D 0.00%

YTD 0.00%

Total trading value (B)

16,893.72

1D -20.47%

YTD -10.60%

The trading market was not too active in the session leading up to Tet. Chemicals was the industry with the most positive developments today, followed by oil and gas stocks. On the contrary, the textile and garment and retail sectors mostly decreased.

ETF & DERIVATIVES

E1VFVN30

20,670

1D 0.00%

YTD 5.84%

FUEMAV30

14,240

1D 0.28%

YTD 5.87%

FUESSV30

14,770

1D 1.16%

YTD 6.57%

FUESSV50

17,290

1D 0.00%

YTD 1.83%

FUESSVFL

19,880

1D -0.25%

YTD 8.04%

FUEVFVND

27,980

1D 0.18%

YTD 7.49%

FUEVN100

16,050

1D -0.06%

YTD 5.11%

VN30F2402

1,204

1D 0.12%

YTD 0.00%

VN30F2403

1,211

1D 0.25%

YTD 0.00%

VN30F2406

1,204

1D 0.37%

YTD 0.00%

VN30F2409

1,198

1D -0.30%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

36,160.66

1D -0.53%

YTD 8.06%

Shanghai Component

2,789.49

1D 3.23%

YTD -5.83%

Hang Seng

16,136.87

1D 4.04%

YTD -3.88%

Kospi

2,576.20

1D -0.58%

YTD -3.51%

BSE Sensex

72,186.09

1D 0.63%

YTD 0.41%

STI (Singapore)

3,125.68

1D -0.27%

YTD -3.23%

SET (Thái Lan)

1,396.96

1D 0.94%

YTD -2.54%

Brent oil ($/barrel)

78.05

1D 1.50%

YTD -1.00%

Gold ($/ounce)

2,025.24

1D -0.05%

YTD -2.48%

The Hong Kong and Chinese markets broke out strongly today as Beijing stepped up its support measures for the stock market such as tightening short-selling activities, refinancing loan limits.

VIETNAM ECONOMY

Vnibor

2.27%

1D (bps) 50

YTD (bps) -133

Deposit interest 12M

4.70%

YTD (bps) -10

5 year-Gov. Bond

1.72%

YTD (bps) -17

10 year-Gov. Bond

2.21%

YTD (bps) 4

USD/VND

24,548

1D (%) -0.01%

YTD (%) 0.16%

EUR/VND

26,880

1D (%) -0.17%

YTD (%) -1.81%

CNY/VND

3,460

1D (%) 0.12%

YTD (%) -0.46%

The interest rate at the overnight term (accounting for about 90% of the transaction value) has increased more than 10 times compared to the level recorded a week ago.

EVENT CALENDAR

M
T
W
T
F
S
S
22
23
24
25
26
27
28
Ex-right date Wed, 04/24/24

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

89,500

1D -0.56%

5D -1.65%

Buy Vol. 2,400,479

Sell Vol. 2,748,616

BID

48,800

1D 0.31%

5D 0.72%

Buy Vol. 2,710,509

Sell Vol. 2,636,876

CTG

34,400

1D 1.47%

5D 6.83%

Buy Vol. 14,243,944

Sell Vol. 14,826,246

TCB

35,650

1D 0.42%

5D 1.28%

Buy Vol. 5,938,090

Sell Vol. 9,562,582

VPB

19,300

1D 0.52%

5D -2.03%

Buy Vol. 11,318,474

Sell Vol. 18,374,897

MBB

23,050

1D 0.44%

5D 4.30%

Buy Vol. 21,252,368

Sell Vol. 22,185,870

HDB

23,000

1D 1.55%

5D 5.26%

Buy Vol. 9,111,215

Sell Vol. 11,155,269

TPB

18,100

1D -0.28%

5D -1.09%

Buy Vol. 14,917,748

Sell Vol. 20,727,598

STB

30,800

1D 0.65%

5D 0.33%

Buy Vol. 22,918,415

Sell Vol. 31,287,301

VIB

21,400

1D 0.94%

5D 2.39%

Buy Vol. 13,131,308

Sell Vol. 17,423,869

ACB

27,850

1D 0.18%

5D 7.32%

Buy Vol. 8,888,294

Sell Vol. 14,059,874

SHB

11,550

1D -1.70%

5D -6.10%

Buy Vol. 39,814,389

Sell Vol. 51,542,453

SSB

23,000

1D 0.00%

5D 0.00%

Buy Vol. 1,731,471

Sell Vol. 1,959,693

MBB: Capital mobilization interest rates for individual customers have decreased by 0.1 - 0.5%/year compared to the same period last month. The interest rate framework applies to terms from 1 - 60 months in the form of receiving interest at the end of the term in the range of 2.5 - 6%/year.

OIL & GAS

GAS

75,700

1D 0.66%

5D -1.30%

Buy Vol. 1,438,682

Sell Vol. 10,112,580

POW

11,350

1D 0.89%

5D -0.14%

Buy Vol. 10,311,865

Sell Vol. 755,174

PLX

34,700

1D 0.43%

5D -0.94%

Buy Vol. 721,982

Sell Vol. 3,164,314

Crude oil prices rose about $1/barrel during the trading session on February 5 because of concerns that tensions in the Middle East and Russia's ongoing attack on Ukraine could limit global supply.

VINGROUP

VIC

42,300

1D 0.24%

5D -2.38%

Buy Vol. 2,839,486

Sell Vol. 9,401,147

VHM

41,000

1D -0.61%

5D -7.26%

Buy Vol. 8,467,413

Sell Vol. 12,774,507

VRE

21,700

1D -0.46%

5D 1.05%

Buy Vol. 13,517,330

Sell Vol. 5,597,949

VRE: Vincom Retail has just announced that net profit in 2023 will increase by nearly 59% compared to 2022 and will launch an additional 160,000 m2 of retail floor space this year.

FOOD & BEVERAGE

VNM

67,600

1D -0.59%

5D -1.97%

Buy Vol. 4,068,079

Sell Vol. 2,755,320

MSN

64,800

1D -0.15%

5D 0.17%

Buy Vol. 3,139,005

Sell Vol. 1,261,682

SAB

57,300

1D 0.53%

5D -2.30%

Buy Vol. 1,195,438

Sell Vol. 1,197,803

MSN: Masan Group profits nearly VND1,900 billion in 2023, plans to double growth in 2024.

OTHERS

BCM

63,800

1D 0.47%

5D 0.24%

Buy Vol. 1,014,470

Sell Vol. 755,956

BVH

41,100

1D 0.12%

5D 0.24%

Buy Vol. 543,057

Sell Vol. 755,956

VJC

104,500

1D -0.76%

5D -1.04%

Buy Vol. 734,350

Sell Vol. 791,714

FPT

104,100

1D 0.58%

5D 8.89%

Buy Vol. 3,685,425

Sell Vol. 4,253,413

MWG

47,000

1D -0.84%

5D 3.52%

Buy Vol. 8,067,653

Sell Vol. 9,657,157

GVR

25,200

1D 0.60%

5D 9.80%

Buy Vol. 5,206,681

Sell Vol. 5,405,895

SSI

35,000

1D 0.14%

5D 2.49%

Buy Vol. 21,566,934

Sell Vol. 35,380,315

HPG

28,050

1D 0.18%

5D 0.18%

Buy Vol. 25,193,241

Sell Vol. 34,300,131

MWG: On February 5, MWG announced that it will buy back more than 154.2 thousand treasury shares to recover shares issued under the employee stock option program (ESOP) of employees who have quit job.

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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