Market Brief 22/05/2024 - Pinetree Securities

Market Brief 22/05/2024
Market brief May 22, 2024

Market Brief 22/05/2024

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Market Brief 22/05/2024

VIETNAM STOCK MARKET

VN-INDEX

1,266.91

1D -0.80%

YTD 11.95%

HNX

245.15

1D 0.76%

YTD 6.59%

VN30

1,291.46

1D -1.31%

YTD 14.12%

UPCOM

94.70

1D 0.26%

YTD 8.13%

Net Foreign buy (B)

-1,757.38

1D 0.00%

YTD 0.00%

Total trading value (B)

33,463.38

1D 17.69%

YTD 77.09%

Although the market started the session with a gap of 5 points after the National Assembly announced the new President. However, the market quickly weakened and VNIndex dropped since 11am. The oil and gas group was the focus of the market today led by BSR shares increasing by 9.1%. NVB shares rose to the ceiling, despite the banking sector's decline.

ETF & DERIVATIVES

E1VFVN30

22,500

1D -0.49%

YTD 15.21%

FUEMAV30

15,350

1D -1.10%

YTD 14.13%

FUESSV30

16,000

1D -0.68%

YTD 15.44%

FUESSV50

19,420

1D -0.26%

YTD 14.37%

FUESSVFL

20,670

1D -1.10%

YTD 12.34%

FUEVFVND

32,060

1D -0.28%

YTD 23.17%

FUEVN100

17,450

1D -0.29%

YTD 14.28%

VN30F2405

1,292

1D -1.52%

YTD 0.00%

VN30F2406

1,294

1D -1.33%

YTD 0.00%

VN30F2409

1,293

1D -1.15%

YTD 0.00%

VN30F2412

1,291

1D -1.55%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

38,617.10

1D -0.85%

YTD 15.40%

Shanghai Component

3,158.54

1D 0.02%

YTD 6.63%

Hang Seng

19,195.60

1D -0.13%

YTD 14.34%

Kospi

2,723.46

1D -0.03%

YTD 2.01%

BSE Sensex

74,221.06

1D 0.36%

YTD 3.24%

STI (Singapore)

3,309.90

1D 0.06%

YTD 2.48%

SET (Thái Lan)

1,370.83

1D 0.00%

YTD -4.36%

Brent oil ($/barrel)

82.33

1D -0.16%

YTD 6.89%

Gold ($/ounce)

2,415.33

1D -0.42%

YTD 16.30%

Asia-Pacific markets close mixedy, following a slew of economic data out of Japan. Most Asian markets were lower. In terms of trade, Japan's exports in April recorded a year-on-year growth of 8.3%, surpassing the 7.3% rise seen in March. However, this fell short of economists' expectations of an 11.1% increase. As a result, Japan's trade balance showed a larger deficit than anticipated, reaching 462.5 billion yen (USD2.96 billion), exceeding Reuters' forecast of 339.5 billion yen.

VIETNAM ECONOMY

Vnibor

4.63%

1D (bps) 47

YTD (bps) 103

Deposit interest 12M

4.60%

YTD (bps) -20

5 year-Gov. Bond

2.46%

YTD (bps) 58

10 year-Gov. Bond

2.83%

1D (bps) 10

YTD (bps) 65

USD/VND

25,466

1D (%) 0.03%

YTD (%) 3.90%

EUR/VND

28,442

1D (%) 0.04%

YTD (%) 3.89%

CNY/VND

3,585

1D (%) -0.31%

YTD (%) 3.14%

Today, the State Bank simultaneously increased interest rates on the OMO channel and T-bill interest rates. Specifically, SBV increased the interest rate on the OMO channel to 4.5%/year and pumped out more than VND24,000 billion today. Compared to the previous session, the OMO lending scale has increased more than 9 times and the lending interest rate has increased by 0.25 percentage points. This is the second time SBV has increased OMO interest rates within the past month.

EVENT CALENDAR

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17
18
19
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23
Ex-right date Thu, 06/20/24

No event for this day

No event for this day

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No event for this day

No event for this day

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VN30

BANK

VCB

90,700

1D -0.44%

5D -0.33%

Buy Vol. 2,766,967

Sell Vol. 2,183,491

BID

49,800

1D -0.40%

5D 2.47%

Buy Vol. 4,512,182

Sell Vol. 5,929,941

CTG

33,000

1D -1.93%

5D 2.01%

Buy Vol. 17,419,903

Sell Vol. 21,003,476

TCB

46,400

1D -1.69%

5D -0.53%

Buy Vol. 22,548,616

Sell Vol. 22,598,888

VPB

18,300

1D -2.66%

5D 1.17%

Buy Vol. 34,084,677

Sell Vol. 39,108,692

MBB

23,200

1D -1.69%

5D 1.31%

Buy Vol. 33,543,489

Sell Vol. 39,360,010

HDB

24,350

1D -1.42%

5D 3.62%

Buy Vol. 8,089,210

Sell Vol. 9,510,303

TPB

18,150

1D -1.09%

5D 1.11%

Buy Vol. 13,662,891

Sell Vol. 14,376,782

STB

28,000

1D -1.06%

5D 0.72%

Buy Vol. 14,669,331

Sell Vol. 15,297,909

VIB

22,200

1D -1.77%

5D 1.60%

Buy Vol. 10,392,147

Sell Vol. 11,868,209

ACB

27,950

1D -0.89%

5D 0.90%

Buy Vol. 15,282,284

Sell Vol. 15,769,808

SHB

11,650

1D -1.69%

5D 0.43%

Buy Vol. 69,964,424

Sell Vol. 88,988,766

SSB

21,900

1D -0.23%

5D 0.69%

Buy Vol. 2,436,692

Sell Vol. 3,090,628

SHB: Mr. Do Quang Vinh, Vice Chairman of the Board of Directors and Deputy General Director of Saigon - Hanoi Commercial Joint Stock Bank (SHB) reported that he has completed purchasing 25.7 million SHB shares, initially Mr. Vinh registered buy 100.2 million SHB shares.

OIL & GAS

GAS

76,600

1D -0.13%

5D 3.18%

Buy Vol. 1,729,108

Sell Vol. 29,380,805

POW

11,350

1D 0.44%

5D -1.31%

Buy Vol. 27,300,537

Sell Vol. 3,772,984

PLX

37,700

1D 0.53%

5D -1.83%

Buy Vol. 2,707,616

Sell Vol. 6,693,486

POW: PV Power and Tin Nghia Corporation JSC (TID) are negotiating to agree on infrastructure usage fees for Nhon Trach 3 and 4 Thermal Power Plant projects.

VINGROUP

VIC

45,500

1D -2.05%

5D 0.25%

Buy Vol. 4,543,236

Sell Vol. 22,378,871

VHM

40,350

1D 0.37%

5D 3.58%

Buy Vol. 22,029,458

Sell Vol. 23,686,915

VRE

23,150

1D 0.00%

5D -1.79%

Buy Vol. 21,693,839

Sell Vol. 6,669,380

VinFast is being sued in a California court for not having paid rent for a store, according to a complaint filed by real estate services firm SPG Center LLC, which VinFast said was inaccurate.

FOOD & BEVERAGE

VNM

65,800

1D -0.60%

5D 2.35%

Buy Vol. 6,234,836

Sell Vol. 14,362,734

MSN

73,900

1D -2.51%

5D -0.17%

Buy Vol. 11,981,173

Sell Vol. 2,524,132

SAB

57,500

1D -0.86%

5D 7.68%

Buy Vol. 1,572,505

Sell Vol. 2,984,740

MSN: The BOD of Masan Group approved the implementation of the plan to issue new shares through an employee option program (ESOP). The issue price is 10,000 VND/share.

OTHERS

BCM

63,100

1D -1.87%

5D 2.84%

Buy Vol. 2,873,177

Sell Vol. 1,106,880

BVH

41,700

1D -1.07%

5D 2.84%

Buy Vol. 810,745

Sell Vol. 1,106,880

VJC

109,100

1D -3.02%

5D -6.99%

Buy Vol. 1,757,828

Sell Vol. 1,918,781

FPT

138,000

1D 1.47%

5D 2.91%

Buy Vol. 7,335,414

Sell Vol. 7,478,583

MWG

61,000

1D 0.83%

5D 0.33%

Buy Vol. 13,128,850

Sell Vol. 16,088,730

GVR

32,800

1D -1.65%

5D 0.15%

Buy Vol. 8,469,598

Sell Vol. 10,492,536

SSI

36,450

1D -0.95%

5D 1.39%

Buy Vol. 36,561,323

Sell Vol. 50,174,003

HPG

31,300

1D -1.73%

5D 0.32%

Buy Vol. 58,070,336

Sell Vol. 74,103,061

HPG: HPG can complete and operate the container factory in 2024 with a capacity of 500,000 TEUs/year. Of which, phase 1 with a capacity of 200,000 TEUs/year has been completed and put into operation.

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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