Market Brief 04/03/2024 - Pinetree Securities

Market Brief 04/03/2024
Market brief March 4, 2024

Market Brief 04/03/2024

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Market Brief 04/03/2024

VIETNAM STOCK MARKET

VN-INDEX

1,261.41

1D 0.25%

YTD 11.46%

HNX

237.38

1D 0.40%

YTD 3.21%

VN30

1,268.53

1D 0.12%

YTD 12.10%

UPCOM

91.13

1D -0.03%

YTD 4.05%

Net Foreign buy (B)

59.96

1D 0.00%

YTD 0.00%

Total trading value (B)

31,374.93

1D 18.68%

YTD 66.04%

The market had a struggling trading session above the reference level. The focus of the market today was real estate stocks (NLG hit ceiling, HLD hit ceiling, BCG +4.4%, KDH +2.9%).

ETF & DERIVATIVES

E1VFVN30

21,940

1D 0.32%

YTD 12.34%

FUEMAV30

15,060

1D 0.40%

YTD 11.97%

FUESSV30

15,570

1D -0.19%

YTD 12.34%

FUESSV50

17,900

1D -0.39%

YTD 5.42%

FUESSVFL

20,910

1D -0.33%

YTD 13.64%

FUEVFVND

29,050

1D 0.17%

YTD 11.60%

FUEVN100

16,950

1D 0.36%

YTD 11.00%

VN30F2403

1,268

1D 0.13%

YTD 0.00%

VN30F2404

1,270

1D 0.10%

YTD 0.00%

VN30F2406

1,268

1D 0.34%

YTD 0.00%

VN30F2409

1,268

1D 0.31%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

40,109.23

1D 0.50%

YTD 19.86%

Shanghai Component

3,039.30

1D 0.41%

YTD 2.60%

Hang Seng

16,595.97

1D 0.04%

YTD -1.15%

Kospi

2,674.27

1D 1.21%

YTD 0.17%

BSE Sensex

73,872.99

1D 0.15%

YTD 2.75%

STI (Singapore)

3,122.21

1D -0.43%

YTD -3.34%

SET (Thái Lan)

1,362.59

1D -0.54%

YTD -4.94%

Brent oil ($/barrel)

83.43

1D -0.36%

YTD 5.82%

Gold ($/ounce)

2,084.53

1D 0.18%

YTD 0.37%

Asian markets mostly increased today's session. Notably, Japan's Nikkei 225 index surpassed the important mark of 40,000 points for the first time in history, opening up strong room for growth. The Chinese market has been recovering in the past 2 weeks due to supportive policies from the Chinese government.

VIETNAM ECONOMY

Vnibor

1.46%

YTD (bps) -214

Deposit interest 12M

4.70%

YTD (bps) -10

5 year-Gov. Bond

1.61%

1D (bps) -13

YTD (bps) -27

10 year-Gov. Bond

2.31%

1D (bps) 9

YTD (bps) 13

USD/VND

24,858

1D (%) 0.13%

YTD (%) 1.42%

EUR/VND

27,508

1D (%) 0.19%

YTD (%) 0.48%

CNY/VND

3,498

1D (%) 0.09%

YTD (%) 0.63%

On the morning of March 4, the USD price on the free market continued to increase sharply and set a new record. Accordingly, the buying price on the "black market" has increased to VND25,480-25,500, while the selling price also increased sharply to VND25,580-25,600. At commercial banks, the USD price this morning also increased by VND30-40 compared to last week's.

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

96,000

1D -1.34%

5D 7.26%

Buy Vol. 3,420,466

Sell Vol. 2,965,603

BID

53,500

1D 0.00%

5D -0.19%

Buy Vol. 4,252,049

Sell Vol. 4,125,352

CTG

36,000

1D 1.12%

5D 0.98%

Buy Vol. 29,641,886

Sell Vol. 31,349,132

TCB

41,850

1D 0.00%

5D 1.58%

Buy Vol. 13,733,712

Sell Vol. 12,479,078

VPB

19,600

1D -0.25%

5D 1.82%

Buy Vol. 22,139,891

Sell Vol. 28,303,681

MBB

24,200

1D 0.83%

5D 0.83%

Buy Vol. 64,951,180

Sell Vol. 54,729,401

HDB

23,300

1D 0.00%

5D 2.64%

Buy Vol. 7,813,169

Sell Vol. 10,957,721

TPB

19,600

1D -1.26%

5D 2.35%

Buy Vol. 25,432,166

Sell Vol. 29,527,776

STB

31,750

1D -0.63%

5D 4.10%

Buy Vol. 29,184,597

Sell Vol. 35,159,544

VIB

22,000

1D 0.46%

5D 0.23%

Buy Vol. 13,536,012

Sell Vol. 12,382,563

ACB

27,800

1D 0.00%

5D 1.09%

Buy Vol. 23,272,590

Sell Vol. 24,489,144

SHB

11,850

1D -0.42%

5D 0.85%

Buy Vol. 48,232,105

Sell Vol. 74,594,094

SSB

22,850

1D -0.44%

5D -0.22%

Buy Vol. 2,342,149

Sell Vol. 2,679,994

VCB: After completing stock dividends, Vietcombank's charter capital will increase by VND21,680 billion, to more than VND77,570 billion.

OIL & GAS

GAS

77,800

1D 0.26%

5D 2.60%

Buy Vol. 1,905,198

Sell Vol. 17,416,810

POW

11,850

1D 0.85%

5D 2.13%

Buy Vol. 16,788,423

Sell Vol. 2,913,611

PLX

35,950

1D 0.14%

5D 1.46%

Buy Vol. 1,535,422

Sell Vol. 6,546,419

POW: POW is preparing to receive VND120 billion in dividends from NT2.

VINGROUP

VIC

45,250

1D 0.00%

5D 1.38%

Buy Vol. 6,299,449

Sell Vol. 14,630,922

VHM

43,950

1D 0.00%

5D 3.85%

Buy Vol. 11,550,257

Sell Vol. 25,400,820

VRE

27,000

1D 1.31%

5D 1.41%

Buy Vol. 33,552,469

Sell Vol. 8,545,116

Buying a car from VinFast in installments: a maximum loan term of up to 8 years; Loan value up to 70% of car price; Interest rate is only 5% in the first 2 years, 8% in the next 3 years, 9.5% in the last 3 years.

FOOD & BEVERAGE

VNM

72,000

1D 0.70%

5D 6.15%

Buy Vol. 10,316,678

Sell Vol. 8,403,631

MSN

70,800

1D 0.43%

5D 3.00%

Buy Vol. 8,461,490

Sell Vol. 3,048,556

SAB

58,300

1D -0.51%

5D 3.32%

Buy Vol. 2,029,910

Sell Vol. 3,430,228

VNM: After 4 net selling sessions, today's session foreign investors returned to net buying more than VND33 billion of VNM.

OTHERS

BCM

65,400

1D 2.83%

5D 2.73%

Buy Vol. 3,704,471

Sell Vol. 1,579,807

BVH

43,200

1D 0.93%

5D 2.73%

Buy Vol. 1,249,030

Sell Vol. 1,579,807

VJC

103,600

1D 0.29%

5D -0.86%

Buy Vol. 915,210

Sell Vol. 942,188

FPT

111,400

1D 0.54%

5D 3.15%

Buy Vol. 5,984,372

Sell Vol. 5,414,851

MWG

47,400

1D 1.72%

5D 6.88%

Buy Vol. 26,993,901

Sell Vol. 27,544,432

GVR

29,800

1D 2.23%

5D 3.47%

Buy Vol. 10,409,995

Sell Vol. 11,713,275

SSI

37,150

1D -0.54%

5D 5.84%

Buy Vol. 41,496,115

Sell Vol. 45,389,954

HPG

30,800

1D -0.16%

5D 6.94%

Buy Vol. 47,008,635

Sell Vol. 63,687,466

FPT: FPT Corporation announced the purchase of 100% capital of Next Advanced Communications NAC Co., Ltd. (NAC) – Japanese IT services company, doubling its customer base and service portfolio and strengthening its position in this market. This is also FPT's first M&A deal in Japan.

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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