Market Brief 31/07/2024 - Pinetree Securities
Market Brief 31/07/2024
Market brief July 31, 2024

Market Brief 31/07/2024

Download PDF

Market Brief 31/07/2024

VIETNAM STOCK MARKET

VN-INDEX

1,251.51

1D 0.52%

YTD 10.58%

HNX

235.36

1D -0.22%

YTD 2.33%

VN30

1,299.09

1D 0.88%

YTD 14.80%

UPCOM

95.07

1D -0.18%

YTD 8.55%

Net Foreign buy (B)

-697.59

1D 0.00%

YTD 0.00%

Total trading value (B)

19,418.39

1D 25.01%

YTD 2.76%

The market had a positive session as almost all enterprises have revealed Q2 business results. VN-Index increased strongly from the beginning of the session thanks to the surge of VNM and banking stocks. However, the index gradually weakened towards the end of the afternoon session when selling pressure increased in the midcap and penny groups.

ETF & DERIVATIVES

E1VFVN30

22,750

1D 0.75%

YTD 16.49%

FUEMAV30

15,630

1D 1.17%

YTD 16.21%

FUESSV30

16,130

1D 0.44%

YTD 16.38%

FUESSV50

19,440

1D 0.67%

YTD 14.49%

FUESSVFL

20,700

1D 1.02%

YTD 12.50%

FUEVFVND

32,880

1D 0.12%

YTD 26.32%

FUEVN100

17,500

1D 0.40%

YTD 14.60%

VN30F2408

1,304

1D 0.92%

YTD 0.00%

VN30F2409

1,303

1D 0.74%

YTD 0.00%

VN30F2412

1,303

1D 0.82%

YTD 0.00%

VN30F2503

1,298

1D 0.49%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

39,101.82

1D 1.49%

YTD 16.85%

Shanghai Component

2,938.75

1D 2.06%

YTD -0.79%

Hang Seng

17,344.60

1D 2.01%

YTD 3.31%

Kospi

2,770.69

1D 1.19%

YTD 3.78%

BSE Sensex

81,741.34

1D 0.35%

YTD 13.70%

STI (Singapore)

3,455.94

1D 0.41%

YTD 7.00%

SET (Thái Lan)

1,320.86

1D 0.98%

YTD -7.85%

Brent oil ($/barrel)

80.25

1D 1.56%

YTD 4.19%

Gold ($/ounce)

2,419.60

1D 0.47%

YTD 16.51%

Most Asian stock markets rose on Wednesday. The Nikkei 225 index advanced 1.49% after BOJ announced a rate hike of around 0.25%. The HSI index also gained more than 2% even though China's July PMI weakened compared to the previous month, dropping to 49.4 points.

VIETNAM ECONOMY

Vnibor

4.47%

1D (bps) -21

YTD (bps) 87

Deposit interest 12M

4.60%

YTD (bps) -20

5 year-Gov. Bond

2.35%

1D (bps) 1

YTD (bps) 47

10 year-Gov. Bond

2.70%

1D (bps) 2

YTD (bps) 52

USD/VND

2542300.00%

1D (%) -0.05%

YTD (%) 3.73%

EUR/VND

2809500.00%

1D (%) 0.21%

YTD (%) 2.63%

CNY/VND

356500.00%

1D (%) 0.22%

YTD (%) 2.56%

The USD exchange rate at commercial banks this morning witnessed downward adjustments from 1 to 20 VND at most banks. USD Index (DXY), a measure of the strength of the greenback, fell to 104.45 due to the pressure of the Japanese yen's appreciation.

EVENT CALENDAR

M
T
W
T
F
S
S
07
08
09
10
11
12
13
Ex-right date Fri, 10/11/24

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

89,200

1D 1.94%

5D 1.94%

Buy Vol. 3,993,771

Sell Vol. 3,379,969

BID

47,600

1D 1.71%

5D 3.25%

Buy Vol. 5,199,000

Sell Vol. 6,901,419

CTG

32,000

1D 0.00%

5D -0.62%

Buy Vol. 13,121,698

Sell Vol. 12,206,270

TCB

23,250

1D 1.31%

5D 1.09%

Buy Vol. 16,604,338

Sell Vol. 20,563,014

VPB

19,000

1D 2.43%

5D 2.70%

Buy Vol. 60,472,514

Sell Vol. 59,879,337

MBB

24,400

1D -0.41%

5D 1.88%

Buy Vol. 43,973,641

Sell Vol. 44,510,028

HDB

26,300

1D 3.95%

5D 4.99%

Buy Vol. 13,983,889

Sell Vol. 13,336,420

TPB

18,150

1D 0.83%

5D 1.11%

Buy Vol. 36,257,742

Sell Vol. 40,509,973

STB

29,000

1D 0.35%

5D -0.68%

Buy Vol. 12,398,734

Sell Vol. 11,444,027

VIB

21,200

1D 2.91%

5D 0.95%

Buy Vol. 9,659,786

Sell Vol. 7,025,248

ACB

24,550

1D 1.66%

5D 1.45%

Buy Vol. 18,523,222

Sell Vol. 15,669,268

SHB

11,150

1D 0.45%

5D 0.45%

Buy Vol. 26,566,275

Sell Vol. 33,109,166

SSB

21,800

1D -0.46%

5D -0.68%

Buy Vol. 2,985,418

Sell Vol. 4,136,301

BID: In the first half of 2024, BIDV recorded an increase of VND221,000 billion in total assets, equivalent to a 10% increase from the beginning of the year to VND2.52 quadrillion, continuing to maintain the top position in terms of asset size in the commercial banking system at the present time.

OIL & GAS

GAS

79,900

1D 3.50%

5D 1.89%

Buy Vol. 6,029,143

Sell Vol. 5,053,720

POW

13,450

1D 0.37%

5D -1.29%

Buy Vol. 11,679,904

Sell Vol. 15,913,865

PLX

45,900

1D -2.55%

5D 3.42%

Buy Vol. 5,553,885

Sell Vol. 5,453,070

GAS: In Q2, GAS recorded net revenue of over VND30,000 billion, up 25% yoy; gross profit was over VND5.7 trillion, up 23%.

VINGROUP

VIC

42,300

1D 0.24%

5D -3.04%

Buy Vol. 4,092,291

Sell Vol. 5,464,781

VHM

36,700

1D 0.00%

5D -7.69%

Buy Vol. 7,570,994

Sell Vol. 8,701,921

VRE

18,600

1D -0.80%

5D 9.15%

Buy Vol. 16,263,370

Sell Vol. 15,220,061

VIC: VEFAC, a subsidiary of Vingroup, recorded a Q2 profit of VND201 billion, down VND26 billion compared to the same period in 2023.

FOOD & BEVERAGE

VNM

71,600

1D 5.76%

5D 3.64%

Buy Vol. 51,648,906

Sell Vol. 33,083,604

MSN

74,100

1D -0.67%

5D 1.47%

Buy Vol. 5,257,160

Sell Vol. 8,353,124

SAB

55,400

1D 1.09%

5D 9.12%

Buy Vol. 1,687,941

Sell Vol. 1,856,582

VNM: Vinamilk's consolidated revenue in Q2/2024 reached VND16,665 billion, increased 9.5% yoy and recorded the highest quarterly revenue in history.

OTHERS

BCM

73,000

1D -0.41%

5D 2.71%

Buy Vol. 1,543,023

Sell Vol. 1,991,206

BVH

43,600

1D 1.40%

5D -1.85%

Buy Vol. 1,266,156

Sell Vol. 1,351,073

VJC

105,900

1D 0.47%

5D 2.06%

Buy Vol. 624,210

Sell Vol. 626,743

FPT

128,600

1D 0.47%

5D 3.91%

Buy Vol. 5,277,697

Sell Vol. 4,552,580

MWG

63,800

1D 1.27%

5D 0.92%

Buy Vol. 14,578,802

Sell Vol. 20,495,960

GVR

33,000

1D -0.75%

5D -3.34%

Buy Vol. 4,609,178

Sell Vol. 6,463,720

SSI

31,800

1D -0.47%

5D -1.81%

Buy Vol. 12,469,931

Sell Vol. 19,549,055

HPG

27,200

1D -2.51%

5D 0.00%

Buy Vol. 41,379,089

Sell Vol. 43,804,059

HPG: The European Commission has received a complete application requesting an anti-dumping investigation on hot-rolled coil (HRC) steel products from Vietnam, with 2 companies being invloved including Hoa Phat and Formosa Ha Tinh.

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

Copyright © 2022. Pinetree Securities Corporation| Tax Code: 0101294902