Market Brief 12/06/2024

VIETNAM STOCK MARKET

VN-INDEX

1,300.19

1D 1.23%

YTD 14.89%

HNX

248.31

1D 0.77%

YTD 7.97%

VN30

1,331.81

1D 1.80%

YTD 17.69%

UPCOM

99.14

1D 0.19%

YTD 13.20%

Net Foreign buy (B)

-536.51

1D 0.00%

YTD 0.00%

Total trading value (B)

26,258.18

1D -8.67%

YTD 38.96%

VN-Index has officially surpassed the 1,300 point mark, equivalent to a two-year peak. The banking industry led the market, especially VPB shares had an explosive session with record matching volume and closed up more than 6%. FPT stock continued to surpass its peak, closing up 4.4%.

ETF & DERIVATIVES

E1VFVN30

23,120

1D 1.40%

YTD 18.38%

FUEMAV30

15,900

1D 1.73%

YTD 18.22%

FUESSV30

16,500

1D 1.85%

YTD 19.05%

FUESSV50

20,030

1D 1.93%

YTD 17.96%

FUESSVFL

21,440

1D 1.71%

YTD 16.52%

FUEVFVND

33,230

1D 1.96%

YTD 27.66%

FUEVN100

18,000

1D 1.47%

YTD 17.88%

VN30F2406

1,331

1D 1.97%

YTD 0.00%

VN30F2407

1,330

1D 1.90%

YTD 0.00%

VN30F2409

1,329

1D 1.83%

YTD 0.00%

VN30F2412

1,327

1D 1.62%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

38,876.71

1D -0.66%

YTD 16.17%

Shanghai Component

3,037.46

1D 0.31%

YTD 2.54%

Hang Seng

17,937.84

1D -1.31%

YTD 6.85%

Kospi

2,728.17

1D 0.84%

YTD 2.19%

BSE Sensex

76,606.57

1D 0.20%

YTD 6.56%

STI (Singapore)

3,307.44

1D -0.05%

YTD 2.40%

SET (Thái Lan)

1,316.69

1D 0.04%

YTD -8.14%

Brent oil ($/barrel)

82.85

1D 0.86%

YTD 7.56%

Gold ($/ounce)

2,314.05

1D 0.09%

YTD 11.43%

Asia-Pacific markets were mixed on Wednesday as investors assessed inflation data from around Asia. China's consumer inflation held steady in May (0.3%) while producer price declines eased, but the underlying trend suggests Beijing would need to do more to prop up feeble domestic demand and an uneven economic recovery.

VIETNAM ECONOMY

Vnibor

4.57%

1D (bps) 8

YTD (bps) 97

Deposit interest 12M

4.60%

YTD (bps) -20

5 year-Gov. Bond

2.40%

1D (bps) -5

YTD (bps) 52

10 year-Gov. Bond

2.78%

1D (bps) 1

YTD (bps) 60

USD/VND

25,466

1D (%) 0.02%

YTD (%) 3.90%

EUR/VND

28,190

1D (%) 0.27%

YTD (%) 2.97%

CNY/VND

357981.00%

1D (%) 0.05%

YTD (%) 2.99%

Oil prices ticked higher after three key forecasters predicted that global oil inventories would fall in the second half of 2024. In the domestic market, savings interest rates are tending to increase again. Since the end of May until now, more than 15 banks have increased savings interest rates, with the strongest increase up to 1.7%. Currently, BVBank, ABBank and BacABank list the highest interest rate for a 12-month term in the system at 5.6%, for a maximum deposit of VND1 billion.

SELECTED NEWS

VN30

BANK

VCB

88,700

1D 1.72%

5D -0.11%

Buy Vol. 4,893,835

Sell Vol. 3,454,763

BID

47,900

1D 1.16%

5D 0.52%

Buy Vol. 4,670,003

Sell Vol. 4,035,860

CTG

33,500

1D 0.90%

5D 3.40%

Buy Vol. 14,569,726

Sell Vol. 15,125,602

TCB

49,400

1D 0.10%

5D 4.00%

Buy Vol. 16,136,316

Sell Vol. 16,526,298

VPB

19,400

1D 6.01%

5D 7.18%

Buy Vol. 119,253,061

Sell Vol. 101,080,230

MBB

23,100

1D 2.44%

5D 4.05%

Buy Vol. 46,304,905

Sell Vol. 40,289,971

HDB

24,000

1D 1.91%

5D 1.27%

Buy Vol. 10,352,476

Sell Vol. 9,102,587

TPB

18,450

1D 1.37%

5D 2.50%

Buy Vol. 12,680,312

Sell Vol. 14,169,728

STB

31,350

1D 0.48%

5D 5.91%

Buy Vol. 18,033,239

Sell Vol. 23,172,112

VIB

22,950

1D 0.22%

5D 2.46%

Buy Vol. 10,817,439

Sell Vol. 10,139,690

ACB

24,550

1D 1.66%

5D 0.82%

Buy Vol. 19,798,279

Sell Vol. 16,373,338

SHB

11,800

1D 1.29%

5D 2.16%

Buy Vol. 54,432,760

Sell Vol. 54,431,750

SSB

21,600

1D 0.23%

5D -0.46%

Buy Vol. 2,242,929

Sell Vol. 3,777,563

VCB: From June 12, Vietcombank will deploy the feature of selling SJC gold bars online. The bank said it will only provide SJC gold bar selling services to customers registered on the website. Thus, Vietcombank is the first bank to allow customers to register to buy gold bars online.

OIL & GAS

GAS

80,400

1D 0.12%

5D 1.82%

Buy Vol. 2,235,394

Sell Vol. 33,072,354

POW

14,000

1D -1.06%

5D 2.99%

Buy Vol. 23,167,202

Sell Vol. 3,599,194

PLX

43,100

1D -0.23%

5D -2.04%

Buy Vol. 3,825,436

Sell Vol. 3,672,711

POW: Accumulated for 5 months, PV Power's revenue is estimated at VND12,753 billion, down more than 7% over the same period.

VINGROUP

VIC

43,300

1D 0.23%

5D -2.04%

Buy Vol. 4,676,776

Sell Vol. 18,574,606

VHM

38,500

1D 0.92%

5D -2.89%

Buy Vol. 22,798,136

Sell Vol. 12,108,861

VRE

21,850

1D 0.69%

5D -2.19%

Buy Vol. 15,885,581

Sell Vol. 6,498,973

VRE: Foreign investors net sold VRE shares today with a net selling value of VND102 billion.

FOOD & BEVERAGE

VNM

67,000

1D 0.75%

5D -0.38%

Buy Vol. 7,700,375

Sell Vol. 9,844,488

MSN

77,800

1D 2.64%

5D 2.13%

Buy Vol. 10,218,947

Sell Vol. 3,009,492

SAB

67,000

1D -0.89%

5D 0.94%

Buy Vol. 2,646,142

Sell Vol. 1,327,336

SAB: Today foreign investors suddenly net sold SAB shares again with a net selling value of VND6.6 billion.

OTHERS

BCM

64,200

1D 2.07%

5D -2.22%

Buy Vol. 1,296,790

Sell Vol. 1,254,843

BVH

46,200

1D 1.20%

5D -2.22%

Buy Vol. 1,473,581

Sell Vol. 1,254,843

VJC

106,300

1D 0.47%

5D -1.57%

Buy Vol. 1,592,779

Sell Vol. 1,532,021

FPT

132,000

1D 4.33%

5D 9.10%

Buy Vol. 20,273,611

Sell Vol. 15,391,513

MWG

63,400

1D 1.77%

5D 2.26%

Buy Vol. 11,470,522

Sell Vol. 9,757,238

GVR

35,750

1D 0.42%

5D 1.71%

Buy Vol. 6,958,122

Sell Vol. 5,924,927

SSI

36,600

1D 2.23%

5D 3.39%

Buy Vol. 47,266,265

Sell Vol. 50,661,704

HPG

29,600

1D 1.72%

5D 1.20%

Buy Vol. 34,409,616

Sell Vol. 34,807,125

MWG: The Board of Directors of Mobile World Investment JSC has just approved the plan to pay cash dividends in 2023 at a rate of 5% (each share will receive VND500). The last registration date is July 1, corresponding to the ex-dividend date of June 28. Expected payment date is July 10.