Market brief 11/04/2024 - Pinetree Securities

Market brief 11/04/2024
Market brief April 11, 2024

Market brief 11/04/2024

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Market brief 11/04/2024

VIETNAM STOCK MARKET

VN-INDEX

1,258.20

1D -0.03%

YTD 11.18%

HNX

239.07

1D 0.12%

YTD 3.95%

VN30

1,262.86

1D -0.08%

YTD 11.60%

UPCOM

90.92

1D 0.30%

YTD 3.81%

Net Foreign buy (B)

153.25

1D 0.00%

YTD 0.00%

Total trading value (B)

18,647.15

1D -0.85%

YTD -1.32%

The stock market fluctuated sideways despite the newly announced US inflation data that was hotter than forecast. With positive information from Hoa Phat Shareholders' Meeting, the steel stocks group had the most positive developments today.

ETF & DERIVATIVES

E1VFVN30

21,840

1D 0.00%

YTD 11.83%

FUEMAV30

14,980

1D -0.13%

YTD 11.38%

FUESSV30

15,530

1D -0.06%

YTD 12.05%

FUESSV50

18,870

1D -0.16%

YTD 11.13%

FUESSVFL

20,700

1D 0.24%

YTD 12.50%

FUEVFVND

30,310

1D -0.03%

YTD 16.44%

FUEVN100

17,090

1D 0.83%

YTD 11.92%

VN30F2404

1,263

1D 0.23%

YTD 0.00%

VN30F2405

1,264

1D -0.18%

YTD 0.00%

VN30F2406

1,264

1D -0.11%

YTD 0.00%

VN30F2409

1,265

1D -0.09%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

39,442.63

1D -0.35%

YTD 17.87%

Shanghai Component

3,034.25

1D 0.23%

YTD 2.43%

Hang Seng

17,095.03

1D -0.26%

YTD 1.83%

Kospi

2,706.96

1D 0.07%

YTD 1.39%

BSE Sensex

75,038.15

1D 0.00%

YTD 4.38%

STI (Singapore)

3,227.61

1D -0.31%

YTD -0.07%

SET (Thái Lan)

1,396.38

1D -0.84%

YTD -2.58%

Brent oil ($/barrel)

90.00

1D -0.60%

YTD 16.84%

Gold ($/ounce)

2,339.15

1D -0.06%

YTD 12.63%

Asian stock markets had mixed movements when receiving China's March inflation data. Specifically, China's consumer inflation index in March increased by only 0.1% and in line with market expectations.

VIETNAM ECONOMY

Vnibor

3.82%

1D (bps) -4

YTD (bps) 22

Deposit interest 12M

4.70%

YTD (bps) -10

5 year-Gov. Bond

2.29%

1D (bps) -1

YTD (bps) 41

10 year-Gov. Bond

2.62%

1D (bps) -1

YTD (bps) 45

USD/VND

25,195

1D (%) 0.32%

YTD (%) 2.79%

EUR/VND

27,454

1D (%) -0.62%

YTD (%) 0.28%

CNY/VND

3,522

1D (%) 0.14%

YTD (%) 1.32%

The domestic USD exchange rate simultaneously increased after the US March inflation data was announced which was higher than forecast. Since the beginning of the year until now, USD prices at banks have increased about 3%.

EVENT CALENDAR

M
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W
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20
21
22
23
24
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26
Ex-right date Sat, 05/25/24

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

94,000

1D -0.53%

5D -2.08%

Buy Vol. 1,724,999

Sell Vol. 1,112,531

BID

53,000

1D 1.92%

5D 3.92%

Buy Vol. 3,911,484

Sell Vol. 5,005,747

CTG

33,700

1D 0.15%

5D 0.45%

Buy Vol. 10,348,495

Sell Vol. 7,585,662

TCB

45,100

1D -1.20%

5D -1.96%

Buy Vol. 21,667,035

Sell Vol. 18,591,380

VPB

19,350

1D 0.00%

5D 0.26%

Buy Vol. 27,614,757

Sell Vol. 30,184,158

MBB

23,750

1D -0.21%

5D -0.21%

Buy Vol. 27,541,990

Sell Vol. 17,966,238

HDB

24,000

1D 0.21%

5D 2.78%

Buy Vol. 8,904,817

Sell Vol. 8,661,552

TPB

18,350

1D 0.00%

5D -0.27%

Buy Vol. 14,192,196

Sell Vol. 14,464,773

STB

28,850

1D -0.86%

5D -2.86%

Buy Vol. 19,916,287

Sell Vol. 19,102,016

VIB

22,900

1D 0.00%

5D -1.29%

Buy Vol. 11,080,944

Sell Vol. 11,611,303

ACB

27,150

1D 0.18%

5D -1.45%

Buy Vol. 20,606,983

Sell Vol. 20,522,029

SHB

11,100

1D -0.89%

5D -0.89%

Buy Vol. 28,874,729

Sell Vol. 31,542,725

SSB

22,050

1D 0.23%

5D 0.23%

Buy Vol. 3,331,636

Sell Vol. 2,829,830

VIB: International Commercial Joint Stock Bank (VIB) has just announced the resolution of the Board of Directors on the time to finalize the list of shareholders to pay the remaining 6.5% cash dividend in 2023 (VND650 per share). Accordingly, the final date for paying the second cash dividend is April 19, 2023 and the payment date is May 17, 2024.

OIL & GAS

GAS

78,800

1D -0.51%

5D -0.88%

Buy Vol. 1,471,734

Sell Vol. 15,692,429

POW

11,200

1D -0.88%

5D -2.29%

Buy Vol. 13,067,371

Sell Vol. 1,534,520

PLX

36,300

1D -0.82%

5D 0.94%

Buy Vol. 1,724,268

Sell Vol. 6,181,966

PLX: In 2024, Petrolimex plans to have consolidated revenue of VND188,000 billion and pre-tax profit of VND2,900 billion, down 32% and 26% respectively compared to 2023 performance.

VINGROUP

VIC

48,300

1D -0.41%

5D 2.67%

Buy Vol. 5,219,156

Sell Vol. 24,333,057

VHM

44,150

1D -0.11%

5D -5.53%

Buy Vol. 18,578,779

Sell Vol. 7,268,599

VRE

23,900

1D -1.44%

5D -2.35%

Buy Vol. 8,179,200

Sell Vol. 5,819,181

VIC: Vingroup successfully divests Vincom Retail with a deal value of up to VND39,100 billion.

FOOD & BEVERAGE

VNM

66,600

1D -0.30%

5D -2.18%

Buy Vol. 6,706,720

Sell Vol. 5,849,365

MSN

71,800

1D -0.97%

5D -1.95%

Buy Vol. 6,719,496

Sell Vol. 1,217,921

SAB

55,400

1D 0.18%

5D -5.04%

Buy Vol. 1,357,250

Sell Vol. 2,026,294

VNM: Vinamilk expects revenue and profit to increase 4% over the same period, maintaining 38.5% cash dividend.

OTHERS

BCM

60,300

1D -1.63%

5D -1.54%

Buy Vol. 1,265,761

Sell Vol. 417,605

BVH

41,450

1D -0.24%

5D -1.54%

Buy Vol. 444,641

Sell Vol. 417,605

VJC

101,000

1D -0.98%

5D -1.17%

Buy Vol. 1,217,104

Sell Vol. 1,148,649

FPT

114,900

1D 0.97%

5D 0.79%

Buy Vol. 3,630,517

Sell Vol. 3,676,711

MWG

52,300

1D 0.58%

5D 3.16%

Buy Vol. 12,956,229

Sell Vol. 14,560,915

GVR

31,900

1D 0.79%

5D -3.63%

Buy Vol. 7,194,618

Sell Vol. 5,813,549

SSI

37,150

1D 0.54%

5D -1.33%

Buy Vol. 29,391,939

Sell Vol. 26,312,657

HPG

29,900

1D 0.84%

5D 1.01%

Buy Vol. 37,325,722

Sell Vol. 40,478,370

HPG: Despite many difficulties, in the first quarter of 2024, Hoa Phat Group still achieved VND31,000 billion in revenue, profit after tax of VND2,800 billion, not including the provision of VND200 billion to compensate for exchange rate differences.

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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