Market Brief 03/04/2024
VIETNAM STOCK MARKET
VN-INDEX
1,271.47
1D -1.21%
YTD 12.35%
HNX
243.96
1D -0.79%
YTD 6.07%
VN30
1,274.27
1D -1.40%
YTD 12.60%
UPCOM
91.15
1D -0.27%
YTD 4.08%
Net Foreign buy (B)
-1,270.31
1D 0.00%
YTD 0.00%
Total trading value (B)
31,041.34
1D 0.14%
YTD 64.27%
Strong and continuous net selling by foreign investors caused VNIndex to drop sharply today. Most industries plunged, the most negative being retail and financial services. Chemical stocks, especially the fertilizer group, were the bright spot today when stocks increased simultaneously such as LAS +9.2%, BFC +6.1%, DCM +2.2%, DPM +2%.
ETF & DERIVATIVES
E1VFVN30
22,180
1D -0.09%
YTD 13.57%
FUEMAV30
15,090
1D -1.18%
YTD 12.19%
FUESSV30
15,630
1D -1.57%
YTD 12.77%
FUESSV50
19,100
1D 0.95%
YTD 12.49%
FUESSVFL
20,900
1D -1.79%
YTD 13.59%
FUEVFVND
30,540
1D -1.17%
YTD 17.33%
FUEVN100
17,190
1D -1.38%
YTD 12.57%
VN30F2404
1,272
1D -1.40%
YTD 0.00%
VN30F2405
1,276
1D -1.34%
YTD 0.00%
VN30F2406
1,275
1D -1.41%
YTD 0.00%
VN30F2409
1,275
1D -1.51%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
39,451.85
1D -0.97%
YTD 17.89%
Shanghai Component
3,069.29
1D -0.18%
YTD 3.61%
Hang Seng
16,725.10
1D -1.22%
YTD -0.38%
Kospi
2,706.97
1D -1.68%
YTD 1.39%
BSE Sensex
73,908.68
1D 0.01%
YTD 2.80%
STI (Singapore)
3,223.61
1D -0.74%
YTD -0.20%
SET (Thái Lan)
1,377.64
1D -0.13%
YTD -3.89%
Brent oil ($/barrel)
89.11
1D 0.08%
YTD 13.03%
Gold ($/ounce)
2,270.93
1D -0.32%
YTD 9.35%
Asia-Pacific stocks fell, tracking declines on Wall Street overnight, with shares of electric vehicle makers dropping on demand worries. Besides, investors were also concerned about the level of losses caused by a powerful earthquake in Taiwan early this morning. BYD shares fell 2% after the Chinese EV maker said its first-quarter sales plunged 43% quarter over quarter.
VIETNAM ECONOMY
Vnibor
4.42%
1D (bps) 97
YTD (bps) 82
Deposit interest 12M
4.70%
YTD (bps) -10
5 year-Gov. Bond
2.28%
1D (bps) 20
YTD (bps) 40
10 year-Gov. Bond
2.64%
1D (bps) -8
YTD (bps) 46
USD/VND
25,175
1D (%) 0.26%
YTD (%) 2.71%
EUR/VND
27,748
1D (%) 0.25%
YTD (%) 1.36%
CNY/VND
3,525
1D (%) 0.23%
YTD (%) 1.41%
After breaking through the peak on March 15, 2024, exchange rates at banks continued to set new peaks. Early this afternoon, the listed exchange rate at Vietcombank increased by VND70 in both buying and selling directions compared to yesterday, reaching 24,750 VND/USD (buying) and 25,120 VND/USD (selling). Overall, over the past 3 months, the exchange rate at banks has increased by VND700.
EVENT CALENDAR
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Ex-right date Sun, 11/24/24
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SELECTED NEWS
- Hot news: USD price at banks increased to the ceiling, exceeding the State Bank's intervention selling price;
- Textile and garment enterprises have received many positive signals;
- The average export price of pangasius increased slightly in February;
- US manufacturing sector on cusp of recovery;
- India wants to replace China as Asia's leading manufacturer;
- The BOJ's next interest rate hike could take place in October.
VN30
BANK
VCB
93,800
1D -0.74%
5D -2.09%
Buy Vol. 2,068,264
Sell Vol. 2,316,590
BID
51,000
1D -1.73%
5D -2.86%
Buy Vol. 2,564,390
Sell Vol. 2,758,875
CTG
34,050
1D -2.71%
5D -4.08%
Buy Vol. 13,483,983
Sell Vol. 18,856,422
TCB
46,800
1D -1.78%
5D 2.74%
Buy Vol. 13,657,392
Sell Vol. 19,779,288
VPB
19,350
1D -1.02%
5D -1.28%
Buy Vol. 30,926,139
Sell Vol. 33,731,289
MBB
24,200
1D -2.42%
5D -4.35%
Buy Vol. 36,704,448
Sell Vol. 35,256,094
HDB
23,400
1D -2.09%
5D -3.11%
Buy Vol. 9,483,577
Sell Vol. 9,537,788
TPB
18,500
1D -1.86%
5D -3.65%
Buy Vol. 13,082,800
Sell Vol. 21,676,303
STB
30,100
1D -0.33%
5D -2.59%
Buy Vol. 46,194,580
Sell Vol. 50,131,891
VIB
23,550
1D -2.28%
5D -2.69%
Buy Vol. 13,353,285
Sell Vol. 12,954,548
ACB
28,000
1D -1.41%
5D 0.00%
Buy Vol. 15,364,651
Sell Vol. 22,880,986
SHB
11,250
1D -1.32%
5D -2.17%
Buy Vol. 47,890,817
Sell Vol. 49,390,876
SSB
22,000
1D -0.23%
5D -0.90%
Buy Vol. 2,959,813
Sell Vol. 3,432,964
VPB: In the draft report submitted to the General Meeting of Shareholders, VPB sets a consolidated pre-tax profit target of VND23,165 billion in 2024, an increase of 114% compared to 2023. Of which, the parent bank is expected to contribute VND20,709 billion; VPBankS is expected to contribute VND1,902 billion and OPES is expected to contribute VND873 billion to total profit.
OIL & GAS
GAS
81,800
1D -0.85%
5D -0.44%
Buy Vol. 2,670,042
Sell Vol. 21,064,175
POW
11,400
1D -1.30%
5D -1.05%
Buy Vol. 13,415,658
Sell Vol. 2,677,904
PLX
37,600
1D -0.79%
5D 1.49%
Buy Vol. 1,669,689
Sell Vol. 7,567,764
GAS: The Block-B O Mon Gas Project has a total investment of about USD1,277 billion, of which PV GAS contributes up to 51%.
VINGROUP
VIC
47,750
1D -0.10%
5D 1.41%
Buy Vol. 5,896,724
Sell Vol. 22,682,376
VHM
43,100
1D -0.12%
5D -1.73%
Buy Vol. 16,441,044
Sell Vol. 14,137,765
VRE
25,500
1D -0.20%
5D -1.48%
Buy Vol. 13,154,788
Sell Vol. 7,847,438
VHM: In 2024, Vinhomes sets a revenue target of VND120,000 billion, an increase of 16% and profit after tax of VND35,000 billion, an increase of more than 4% compared to 2023.
FOOD & BEVERAGE
VNM
66,700
1D -0.89%
5D -2.65%
Buy Vol. 8,306,818
Sell Vol. 9,272,629
MSN
73,400
1D -1.48%
5D -2.61%
Buy Vol. 8,618,306
Sell Vol. 2,541,373
SAB
56,000
1D -0.71%
5D -1.23%
Buy Vol. 2,314,793
Sell Vol. 2,138,542
MSN: Masan expects the consumer business to be positive again thanks to the recovery of the Vietnamese consumer market.
OTHERS
BCM
64,400
1D -1.53%
5D -2.31%
Buy Vol. 1,148,417
Sell Vol. 791,668
BVH
42,300
1D -0.24%
5D -2.31%
Buy Vol. 511,939
Sell Vol. 791,668
VJC
102,200
1D -0.78%
5D -0.78%
Buy Vol. 1,030,797
Sell Vol. 1,178,675
FPT
115,100
1D -1.62%
5D -0.09%
Buy Vol. 4,290,712
Sell Vol. 4,305,338
MWG
50,200
1D -2.71%
5D -0.99%
Buy Vol. 22,050,710
Sell Vol. 21,902,082
GVR
34,250
1D -2.84%
5D 2.54%
Buy Vol. 7,235,934
Sell Vol. 8,393,933
SSI
38,050
1D -2.19%
5D -1.17%
Buy Vol. 42,972,024
Sell Vol. 49,766,540
HPG
29,950
1D -1.48%
5D -2.12%
Buy Vol. 33,802,398
Sell Vol. 41,286,203
SSI: SSI plans to present to the general meeting of shareholders a business plan with revenue of VND8,112 billion and pre-tax profit of VND3,398 billion, growth of 11% and 19%, respectively.
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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