Market Brief 19/06/2024

VIETNAM STOCK MARKET

VN-INDEX

1,279.79

1D 0.02%

YTD 13.08%

HNX

243.57

1D -0.35%

YTD 5.90%

VN30

1,314.22

1D 0.33%

YTD 16.13%

UPCOM

98.36

1D 0.05%

YTD 12.31%

Net Foreign buy (B)

-1,484.10

1D 0.00%

YTD 0.00%

Total trading value (B)

28,553.93

1D 13.93%

YTD 51.11%

VNIndex experienced strong volatility ahead of the derivatives maturity date, inwhich aviation, technology, and telecommunications continued to be the leading groups in the market. Meanwhile, real estate and food & beverage stocks were quite negative.

ETF & DERIVATIVES

E1VFVN30

22,920

1D 0.13%

YTD 17.36%

FUEMAV30

15,710

1D 0.38%

YTD 16.80%

FUESSV30

16,300

1D 0.12%

YTD 17.60%

FUESSV50

19,820

1D 0.00%

YTD 16.73%

FUESSVFL

21,040

1D -0.24%

YTD 14.35%

FUEVFVND

32,920

1D 0.67%

YTD 26.47%

FUEVN100

17,830

1D -0.06%

YTD 16.76%

VN30F2406

1,317

1D 0.65%

YTD 0.00%

VN30F2407

1,317

1D 0.57%

YTD 0.00%

VN30F2409

1,318

1D 0.67%

YTD 0.00%

VN30F2412

1,319

1D 0.81%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

38,570.76

1D 0.23%

YTD 15.26%

Shanghai Component

3,018.05

1D -0.40%

YTD 1.88%

Hang Seng

18,430.39

1D 2.87%

YTD 9.78%

Kospi

2,797.33

1D 1.21%

YTD 4.78%

BSE Sensex

77,337.59

1D 0.05%

YTD 7.57%

STI (Singapore)

3,304.00

1D 0.07%

YTD 2.29%

SET (Thái Lan)

1,303.82

1D 0.49%

YTD -9.04%

Brent oil ($/barrel)

85.19

1D -0.15%

YTD 10.60%

Gold ($/ounce)

2,328.07

1D -0.06%

YTD 12.10%

Asia stock markets mostly rose after key U.S. benchmark indexes hit fresh highs overnight. Hong Kong markets jumped almost 3% to lead gains, powered by energy and basic material stocks. South Korea’s Kospi gained more than 1.2%, powered by a 1.75% gain in heavyweight Samsung Electronics.

VIETNAM ECONOMY

Vnibor

3.95%

1D (bps) -31

YTD (bps) 35

Deposit interest 12M

4.60%

YTD (bps) -20

5 year-Gov. Bond

2.44%

1D (bps) 2

YTD (bps) 56

10 year-Gov. Bond

2.78%

1D (bps) 4

YTD (bps) 60

USD/VND

25,469

1D (%) -0.01%

YTD (%) 3.91%

EUR/VND

28,068

1D (%) 0.00%

YTD (%) 2.53%

CNY/VND

3,578

1D (%) 0.00%

YTD (%) 2.93%

On the morning of June 19th, SBV announced the central exchange rate of 24,259 VND/USD. In the global market, the DXY index is currently at 105.26 points, down 0.06% from the June 18th session.

SELECTED NEWS

VN30

BANK

VCB

86,600

1D -0.57%

5D -2.37%

Buy Vol. 3,660,237

Sell Vol. 3,390,226

BID

46,100

1D -0.86%

5D -3.76%

Buy Vol. 4,656,584

Sell Vol. 4,048,173

CTG

32,500

1D 0.46%

5D -2.99%

Buy Vol. 14,169,428

Sell Vol. 10,827,875

TCB

48,300

1D -1.02%

5D -2.23%

Buy Vol. 24,102,058

Sell Vol. 31,035,659

VPB

19,000

1D 2.15%

5D -2.06%

Buy Vol. 87,388,972

Sell Vol. 77,273,549

MBB

23,300

1D 0.22%

5D 0.87%

Buy Vol. 32,055,668

Sell Vol. 26,244,994

HDB

23,700

1D 0.00%

5D -1.25%

Buy Vol. 10,350,534

Sell Vol. 10,660,747

TPB

18,550

1D -0.27%

5D 0.54%

Buy Vol. 15,561,441

Sell Vol. 18,463,904

STB

30,900

1D 1.15%

5D -1.44%

Buy Vol. 24,497,530

Sell Vol. 27,151,832

VIB

22,000

1D -0.23%

5D -4.14%

Buy Vol. 8,224,020

Sell Vol. 7,935,754

ACB

24,650

1D 0.41%

5D 0.41%

Buy Vol. 13,783,556

Sell Vol. 13,155,781

SHB

11,600

1D 0.00%

5D -1.69%

Buy Vol. 48,016,791

Sell Vol. 50,535,398

SSB

22,900

1D 0.88%

5D 6.02%

Buy Vol. 7,171,314

Sell Vol. 6,578,882

SBV officially extended Circular 02 for an additional 6 months until the end of 2024. Agribank, BIDV and VietinBank, along with 15 joint-stock banks, including VPBank, MB and Techcombank are listed in Fortune SEA 500. Vietcombank, however, is not on the list.

OIL & GAS

GAS

78,200

1D 0.26%

5D 6.79%

Buy Vol. 2,199,458

Sell Vol. 35,302,926

POW

14,950

1D 0.34%

5D -3.71%

Buy Vol. 35,831,490

Sell Vol. 2,712,319

PLX

41,500

1D 1.22%

5D -4.16%

Buy Vol. 2,512,216

Sell Vol. 5,209,637

POW: Hua Na Hydropower (HNA), a subsidiary of PV Power, continued to hit new highs despite the company reporting losses.

VINGROUP

VIC

41,500

1D -1.43%

5D -1.30%

Buy Vol. 4,964,970

Sell Vol. 14,744,172

VHM

38,000

1D -0.78%

5D -5.49%

Buy Vol. 11,997,065

Sell Vol. 17,902,910

VRE

20,650

1D -2.13%

5D -2.54%

Buy Vol. 17,411,125

Sell Vol. 9,624,800

VRE: Vincom Retail's average occupancy rate in Q1/2024 was 82.8%, down 0.2% from the previous quarter and down 2.6% YoY.

FOOD & BEVERAGE

VNM

65,300

1D -0.91%

5D -2.83%

Buy Vol. 9,813,675

Sell Vol. 10,421,471

MSN

75,600

1D -0.79%

5D -7.46%

Buy Vol. 11,675,049

Sell Vol. 2,780,220

SAB

62,000

1D -2.52%

5D -2.34%

Buy Vol. 2,650,109

Sell Vol. 917,892

VNM: SCIC registered to additionally purchase 950,000 VNM shares.

OTHERS

BCM

62,700

1D 0.16%

5D -0.87%

Buy Vol. 940,935

Sell Vol. 1,360,139

BVH

45,800

1D 0.88%

5D -0.87%

Buy Vol. 948,001

Sell Vol. 1,360,139

VJC

103,300

1D -1.24%

5D -2.82%

Buy Vol. 1,767,044

Sell Vol. 1,945,951

FPT

131,500

1D 2.73%

5D -0.38%

Buy Vol. 16,061,868

Sell Vol. 14,146,950

MWG

63,300

1D 1.77%

5D -0.16%

Buy Vol. 12,808,500

Sell Vol. 13,631,954

GVR

33,600

1D -1.03%

5D -6.01%

Buy Vol. 5,586,846

Sell Vol. 5,479,278

SSI

36,200

1D 0.28%

5D -1.09%

Buy Vol. 18,889,449

Sell Vol. 21,814,211

HPG

29,350

1D -0.17%

5D -0.84%

Buy Vol. 34,288,293

Sell Vol. 38,542,613

FPT: In May 2024, FPT has won 6 large projects worth over USD5 million each, bringing the total number of projects won since the beginning of the year to 26.