Market Brief 29/07/2024
VIETNAM STOCK MARKET
VN-INDEX
1,246.60
1D 0.36%
YTD 10.15%
HNX
237.52
1D 0.36%
YTD 3.27%
VN30
1,285.73
1D 0.30%
YTD 13.62%
UPCOM
95.46
1D 0.29%
YTD 9.00%
Net Foreign buy (B)
-315.72
1D 0.00%
YTD 0.00%
Total trading value (B)
12,923.11
1D -1.75%
YTD -31.61%
The stock market continued to recover thanks to positive data from the July socio-economic report in Vietnam. Almost all industry groups increased, with telecommunications, steel, and retail being the most prominent sectors.
ETF & DERIVATIVES
E1VFVN30
22,500
1D 0.36%
YTD 15.21%
FUEMAV30
15,440
1D 0.72%
YTD 14.80%
FUESSV30
16,030
1D 0.38%
YTD 15.66%
FUESSV50
19,460
1D 1.14%
YTD 14.61%
FUESSVFL
20,490
1D -0.44%
YTD 11.36%
FUEVFVND
32,760
1D 0.21%
YTD 25.85%
FUEVN100
17,430
1D 0.98%
YTD 14.15%
VN30F2408
1,288
1D 0.22%
YTD 0.00%
VN30F2409
1,290
1D 0.33%
YTD 0.00%
VN30F2412
1,290
1D 0.38%
YTD 0.00%
VN30F2503
1,290
1D 0.40%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
38,468.63
1D 2.13%
YTD 14.95%
Shanghai Component
2,891.85
1D 0.03%
YTD -2.38%
Hang Seng
17,238.34
1D 1.28%
YTD 2.68%
Kospi
2,765.53
1D 1.23%
YTD 3.59%
BSE Sensex
81,355.84
1D 0.03%
YTD 13.16%
STI (Singapore)
3,444.18
1D 0.52%
YTD 6.63%
SET (Thái Lan)
1,307.21
1D 0.00%
YTD -8.80%
Brent oil ($/barrel)
81.06
1D -0.41%
YTD 5.24%
Gold ($/ounce)
2,393.98
1D -0.23%
YTD 15.27%
Asian markets mostly went up on Monday, led by Japan's Nikkei 225 index, after the US inflation report late Friday boosted hopes of interest rate cuts. This week, Asian countries will continue to await important information about the Bank of Japan's monetary policy meeting on July 30 as well as China's July PMI data.
VIETNAM ECONOMY
Vnibor
4.93%
YTD (bps) 133
Deposit interest 12M
4.60%
YTD (bps) -20
5 year-Gov. Bond
2.29%
1D (bps) 9
YTD (bps) 41
10 year-Gov. Bond
2.74%
YTD (bps) 56
USD/VND
2546400.00%
1D (%) 0.01%
YTD (%) 3.89%
EUR/VND
2823400.00%
1D (%) 0.04%
YTD (%) 3.13%
CNY/VND
356100.00%
1D (%) -0.34%
YTD (%) 2.45%
According to the recently released July socio-economic report of Vietnam, exports and imports in the first 7 months grew 15.7% and 18.5% respectively, equal to a trade surplus of USD14.08 billion. The average CPI in the first 7 months increased 4.12% yoy. Cumulative foreign investment capital since the beginning of the year also increased 10.9% yoy compared to 2023.
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sat, 11/23/24
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
SELECTED NEWS
- Credit growth reversed and declined to 5.3% by mid-July;
- Pangasius exports to China reached a 5-month peak;
- Nearly 10 million international visitors came to Vietnam in the first 7 months of the year;
- BRICS may have more new members;
- The recovery of the Japanese yen is going to face major risks this week;
- Luxury brands struggled as Chinese consumers "tighten their belts".
VN30
BANK
VCB
87,300
1D 0.00%
5D -0.46%
Buy Vol. 954,304
Sell Vol. 1,410,009
BID
47,100
1D 1.84%
5D -1.26%
Buy Vol. 2,109,314
Sell Vol. 2,828,643
CTG
32,100
1D 0.16%
5D -4.61%
Buy Vol. 7,449,675
Sell Vol. 7,618,814
TCB
22,750
1D 0.00%
5D -3.81%
Buy Vol. 10,956,804
Sell Vol. 10,088,644
VPB
18,400
1D 0.00%
5D -2.13%
Buy Vol. 15,012,095
Sell Vol. 16,761,253
MBB
24,100
1D -0.82%
5D -4.37%
Buy Vol. 19,858,077
Sell Vol. 22,591,636
HDB
25,250
1D 0.60%
5D -0.20%
Buy Vol. 8,592,227
Sell Vol. 7,246,631
TPB
18,100
1D 1.40%
5D -2.69%
Buy Vol. 22,317,696
Sell Vol. 24,739,361
STB
29,100
1D 0.00%
5D -3.00%
Buy Vol. 12,503,068
Sell Vol. 12,056,713
VIB
20,900
1D 0.00%
5D -2.11%
Buy Vol. 4,772,189
Sell Vol. 4,199,917
ACB
24,150
1D 0.21%
5D -2.42%
Buy Vol. 8,964,496
Sell Vol. 8,806,561
SHB
11,050
1D -0.45%
5D -1.34%
Buy Vol. 20,823,172
Sell Vol. 26,402,978
SSB
21,950
1D 0.00%
5D 3.78%
Buy Vol. 3,463,216
Sell Vol. 3,500,200
VIB: Pre-tax profit of VIB in the first 6 months reached over VND4,600 billion, decreased 18% year-on-year.
OIL & GAS
GAS
77,000
1D -0.26%
5D 1.12%
Buy Vol. 1,123,936
Sell Vol. 813,854
POW
13,600
1D 0.37%
5D 3.13%
Buy Vol. 13,466,930
Sell Vol. 17,140,032
PLX
47,800
1D 0.00%
5D 2.09%
Buy Vol. 2,784,779
Sell Vol. 3,289,017
POW: PVPower estimated revenue in the first 6 months at VND16,000 billion, with pre-tax profit of VND725 billion.
VINGROUP
VIC
41,600
1D 0.00%
5D -2.11%
Buy Vol. 4,245,803
Sell Vol. 3,883,921
VHM
37,100
1D -1.72%
5D -5.49%
Buy Vol. 6,357,887
Sell Vol. 12,834,885
VRE
18,950
1D -1.81%
5D 2.75%
Buy Vol. 14,715,629
Sell Vol. 17,008,185
On July 27, the VinFast VF 6 test drive event simultaneously kicked off at 100 locations, including VinFast showrooms, dealers, and Vincom centers.
FOOD & BEVERAGE
VNM
67,200
1D 2.13%
5D 2.49%
Buy Vol. 11,291,523
Sell Vol. 11,804,427
MSN
74,000
1D 0.00%
5D -1.44%
Buy Vol. 5,740,274
Sell Vol. 9,132,175
SAB
54,900
1D -0.18%
5D 8.27%
Buy Vol. 797,250
Sell Vol. 1,006,295
MSN: WinCommerce recorded positive after-tax profit in June, with a 9% growth in store revenue in the first 2 quarters.
OTHERS
BCM
73,300
1D 1.10%
5D -3.13%
Buy Vol. 1,714,478
Sell Vol. 2,153,265
BVH
43,350
1D 0.35%
5D 0.85%
Buy Vol. 715,561
Sell Vol. 809,198
VJC
106,200
1D -1.48%
5D 3.95%
Buy Vol. 847,322
Sell Vol. 1,101,479
FPT
129,000
1D 0.78%
5D -5.05%
Buy Vol. 7,277,507
Sell Vol. 8,764,347
MWG
62,000
1D 1.64%
5D 2.29%
Buy Vol. 9,815,566
Sell Vol. 9,686,800
GVR
33,500
1D 1.21%
5D -7.07%
Buy Vol. 3,998,376
Sell Vol. 4,702,216
SSI
32,200
1D 0.31%
5D -0.53%
Buy Vol. 11,212,841
Sell Vol. 12,619,945
HPG
27,900
1D 1.64%
5D 0.00%
Buy Vol. 27,005,280
Sell Vol. 29,997,455
On July 26, the Ministry of Industry and Trade decided to investigate the application of trade defense measures on hot-rolled coil (HRC) imported from China and India, HPG is expected to benefit.
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
Pinetree Securities Corporation
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