Market brief 03/04/2025
VIETNAM STOCK MARKET
VN-INDEX
1,229.84
1D -6.68%
YTD -2.92%
HNX
220.95
1D -7.21%
YTD -2.85%
VN30
1,283.18
1D -6.81%
YTD -4.58%
UPCOM
90.58
1D -8.17%
YTD -4.71%
Net Foreign buy (B)
-3,716.02
1D 0.00%
YTD 0.00%
Total trading value (B)
43,725.97
1D 141.17%
YTD 141.17%
The market panicked and plummeted uncontrollably following news of the U.S. imposing a 46% retaliatory tariff on Vietnamese goods. A sea of red engulfed all sectors, with industrial goods & services and oil & gas being the most negatively affected.
ETF & DERIVATIVES
E1VFVN30
22,330
1D -6.96%
YTD -4.90%
FUEMAV30
15,400
1D -6.89%
YTD -5.41%
FUESSV30
16,170
1D -5.33%
YTD -3.17%
FUESSV50
19,400
1D -6.60%
YTD -3.48%
FUESSVFL
21,670
1D -7.00%
YTD -1.95%
FUEVFVND
29,580
1D -6.98%
YTD -11.75%
FUEVN100
17,150
1D -6.23%
YTD -4.30%
VN30F2504
1,276
1D -7.04%
YTD 0.00%
VN30F2505
1,276
1D -6.99%
YTD 0.00%
VN30F2506
1,274
1D -7.15%
YTD 0.00%
VN30F2509
1,280
1D -6.62%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
34,735.93
1D -2.77%
YTD -12.93%
Shanghai Component
3,342.01
1D -0.24%
YTD -0.29%
Hang Seng
22,849.81
1D -1.52%
YTD 13.91%
Kospi
2,486.70
1D -0.76%
YTD 3.63%
BSE Sensex
76,302.05
1D -0.26%
YTD -2.89%
STI (Singapore)
3,942.24
1D -0.30%
YTD 4.08%
SET (Thailand)
1,161.81
1D -0.95%
YTD -17.03%
Brent oil ($/barrel)
71.65
1D -2.24%
YTD -4.54%
Gold ($/ounce)
3,120.00
1D -0.45%
YTD 18.40%
Asian stocks tumbled into the red following President Trump’s tariff announcement. The Nikkei 225 led the decline, dropping 990 points (-2.8%) to 34,735.93. In South Korea, the Kospi initially fell over 3% before narrowing its losses to 0.8%. Hong Kong’s Hang Seng Index opened sharply lower compared to the previous session’s close but saw a slight recovery, ending at 22,849.81 points, down 352.72 points (-1.5%).
VIETNAM ECONOMY
Vnibor
4.00%
1D (bps) -4
YTD (bps) 3
Deposit interest 12M
4.60%
5 year-Gov. Bond
2.52%
YTD (bps) 4
10 year-Gov. Bond
2.93%
YTD (bps) 8
USD/VND
2598000.00%
1D (%) 0.61%
YTD (%) 1.68%
EUR/VND
2924575.00%
1D (%) 2.83%
YTD (%) 7.26%
CNY/VND
359105.00%
1D (%) -0.14%
YTD (%) 0.84%
President Trump’s tariff decision has had a strong impact on commodity and currency markets, with global gold prices continuing to break historical records, reaching nearly 3,168 USD/Ounce. Since the beginning of the year, global gold prices have increased by around 20%. Domestically, the USD exchange rate in banks surged, surpassing 26,000 VND/USD in some places, marking the highest level ever recorded. Additionally, the Japanese yen saw a sharp rise in banks, with exchange rates ranging from 171.68 to 173.32 VND/JPY.
EVENT CALENDAR
M
T
W
T
F
S
S
31
01
02
03
04
05
06
Ex-right date Fri, 04/04/25
No event for this day
No event for this day
No event for this day
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No event for this day
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SELECTED NEWS
- The Prime Minister chairs a meeting on the new U.S. tariffs on Vietnamese imports;
- Bank USD exchange rates surpass VND26,000 for the first time after the U.S. imposes a 46% retaliatory tariff on Vietnam;
- A government delegation is set to visit the U.S. to discuss the 46% tariff on Vietnamese goods;
- Amazon makes a last-minute bid to acquire TikTok in the U.S;
- China urges the U.S. to ‘immediately’ lift the new tariffs, vowing a strong response;
- The White House confirms Elon Musk's future at DOGE.
VN30
BANK
VCB
60,300
1D -6.94%
5D -7.94%
Buy Vol. 13,618,638
Sell Vol. 14,930,757
BID
36,000
1D -6.98%
5D -7.93%
Buy Vol. 10,328,340
Sell Vol. 13,224,095
CTG
39,050
1D -6.91%
5D -6.13%
Buy Vol. 26,986,748
Sell Vol. 37,208,785
TCB
25,950
1D -6.99%
5D -6.49%
Buy Vol. 75,611,057
Sell Vol. 101,303,362
VPB
17,850
1D -6.79%
5D -7.27%
Buy Vol. 54,347,763
Sell Vol. 121,588,882
MBB
22,650
1D -6.98%
5D -5.23%
Buy Vol. 106,717,691
Sell Vol. 184,140,038
HDB
20,900
1D -6.90%
5D -7.73%
Buy Vol. 31,388,973
Sell Vol. 43,335,388
TPB
13,300
1D -6.67%
5D -6.99%
Buy Vol. 62,608,229
Sell Vol. 101,589,619
STB
36,550
1D -6.88%
5D -4.44%
Buy Vol. 114,829,599
Sell Vol. 122,006,172
VIB
18,600
1D -6.77%
5D -7.00%
Buy Vol. 41,797,878
Sell Vol. 59,674,053
ACB
24,150
1D -6.94%
5D -7.12%
Buy Vol. 47,262,780
Sell Vol. 118,553,943
SHB
11,700
1D -6.77%
5D -7.87%
Buy Vol. 103,073,048
Sell Vol. 168,607,830
SSB
18,700
1D -2.60%
5D -4.59%
Buy Vol. 2,769,849
Sell Vol. 4,137,758
LPB
30,800
1D -6.95%
5D -6.67%
Buy Vol. 8,778,523
Sell Vol. 11,117,857
As of March 25, total system-wide credit has increased by approximately 2.5% compared to the end of 2024 (while in the same period of 2024, it only grew by about 0.26%).
OIL & GAS
GAS
62,500
1D -6.86%
5D -6.99%
Buy Vol. 2,497,429
Sell Vol. 4,263,871
PLX
37,400
1D -6.97%
5D -8.67%
Buy Vol. 3,159,759
Sell Vol. 4,815,401
Brent oil prices fell nearly 3% today after President Trump announced a tariff decision.
VINGROUP
VIC
56,200
1D -6.95%
5D -1.58%
Buy Vol. 22,579,075
Sell Vol. 33,767,262
VHM
49,300
1D -6.98%
5D -3.71%
Buy Vol. 27,174,646
Sell Vol. 45,432,549
VRE
18,750
1D -6.95%
5D -4.58%
Buy Vol. 23,227,674
Sell Vol. 42,848,303
VIC: Companies within the Vingroup ecosystem, including Vinhomes, Vincom Retail, Vinpearl, and Vingroup, have announced their annual general meeting schedule for April 22-24, 2025.
FOOD & BEVERAGE
VNM
56,500
1D -6.61%
5D -7.53%
Buy Vol. 25,162,121
Sell Vol. 24,193,396
MSN
61,400
1D -6.97%
5D -11.53%
Buy Vol. 12,638,938
Sell Vol. 22,799,552
SAB
45,850
1D -7.00%
5D -7.47%
Buy Vol. 3,732,977
Sell Vol. 6,336,729
MSN: WinCommerce—the operator of WinMart and WinMart+ supermarket chains—reported a net profit of VND5.74 billion. This is a positive turnaround compared to a nearly VND600 billion loss in 2023.
OTHERS
BCM
70,400
1D -6.88%
5D -9.04%
Buy Vol. 769,782
Sell Vol. 3,082,438
BVH
48,500
1D -6.91%
5D -8.83%
Buy Vol. 922,516
Sell Vol. 2,859,414
VJC
88,400
1D -6.95%
5D -8.39%
Buy Vol. 837,185
Sell Vol. 1,657,425
FPT
113,500
1D -6.97%
5D -10.06%
Buy Vol. 15,112,109
Sell Vol. 24,160,163
MWG
54,700
1D -6.97%
5D -9.44%
Buy Vol. 17,050,637
Sell Vol. 60,320,302
GVR
29,700
1D -6.90%
5D -15.02%
Buy Vol. 3,562,373
Sell Vol. 15,104,117
SSI
24,600
1D -6.99%
5D -6.46%
Buy Vol. 69,166,191
Sell Vol. 116,709,672
HPG
25,350
1D -6.97%
5D -7.82%
Buy Vol. 108,379,070
Sell Vol. 180,177,152
FPT: FPT officially hit an 8-month low and continued to see net foreign selling of VND338 billion in today's session.
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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