Market brief 01/08/2025 - Pinetree Securities
Market brief 01/08/2025
Market brief August 1, 2025

Market brief 01/08/2025

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Market brief 01/08/2025

VIETNAM STOCK MARKET

VN-INDEX

1,495.21

1D -0.49%

YTD 18.03%

HNX

264.93

1D -0.53%

YTD 16.49%

VN30

1,614.11

1D -0.07%

YTD 20.03%

UPCOM

106.46

1D 0.63%

YTD 11.99%

Net Foreign buy (B)

-2,488.46

1D 0.00%

YTD 0.00%

Total trading value (B)

46,541.00

1D -5.02%

YTD 156.70%

The VNIndex maintained its correction trend but the decline has narrowed. Bluechip stocks continued to be sold off heavily, especially under pressure from foreign investors. On the contrary, cash flow is still pouring into midcap stocks.

ETF & DERIVATIVES

E1VFVN30

28,300

1D -0.67%

YTD 20.53%

FUEMAV30

19,500

1D -0.66%

YTD 19.78%

FUESSV30

20,780

1D 0.87%

YTD 24.43%

FUESSV50

24,180

1D -0.45%

YTD 20.30%

FUESSVFL

28,160

1D -0.64%

YTD 27.42%

FUEVFVND

34,900

1D -0.29%

YTD 4.12%

FUEVN100

21,600

1D -0.28%

YTD 20.54%

41I1F8000

1,615

1D 0.48%

YTD 0.00%

41I1G3000

1,600

1D 0.07%

YTD 0.00%

VN30F2509

1,606

1D 0.19%

YTD 0.00%

VN30F2512

1,603

1D -0.06%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei 225

40,799.60

1D -0.66%

YTD 2.27%

Shanghai Component

3,559.95

1D -0.37%

YTD 6.21%

Hang Seng

24,507.81

1D -1.07%

YTD 22.18%

Kospi

3,119.41

1D -3.88%

YTD 30.00%

BSE Sensex

80,800.06

1D -0.80%

YTD 2.83%

STI (Singapore)

4,153.83

1D -0.48%

YTD 9.67%

SET (Thailand)

1,218.33

1D -2.13%

YTD -12.99%

Brent oil ($/barrel)

71.48

1D -0.47%

YTD -4.76%

Gold ($/ounce)

3,294.00

1D 0.09%

YTD 25.01%

Asian stocks were in the red as US President Donald Trump formally imposed reciprocal tariffs. South Korea's Kospi fell more than 3.8% on the finance ministry's new proposal to increase both corporate income and investment taxes.

VIETNAM ECONOMY

Vnibor

5.40%

1D (bps) 202

YTD (bps) 143

Deposit interest 12M

4.60%

5 year-Gov. Bond

2.92%

1D (bps) -1

YTD (bps) 44

10 year-Gov. Bond

3.08%

1D (bps) -22

YTD (bps) 23

USD/VND

26,400

1D (%) 0.08%

YTD (%) 3.32%

EUR/VND

30,730

1D (%) -0.08%

YTD (%) 12.70%

CNY/VND

3,685

1D (%) -0.43%

YTD (%) 3.48%

DXY increased sharply on signs of rising inflation and market anxiety ahead of the tariff agreement deadline. Domestically, USD buying and selling prices were adjusted slightly downward by banks in the context of the central exchange rate continuing to increase.

EVENT CALENDAR

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Ex-right date Fri, 12/05/25

No event for this day

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VN30

BANK

VCB

60,200

1D 0.00%

5D -2.90%

Buy Vol. 9,491,840

Sell Vol. 7,773,509

BID

37,200

1D -1.72%

5D -4.25%

Buy Vol. 10,612,681

Sell Vol. 11,354,358

CTG

44,300

1D -3.49%

5D -2.85%

Buy Vol. 20,774,659

Sell Vol. 22,166,523

TCB

34,100

1D 0.29%

5D -3.13%

Buy Vol. 38,959,297

Sell Vol. 34,642,635

VPB

25,800

1D 0.00%

5D 7.28%

Buy Vol. 88,087,837

Sell Vol. 79,284,687

MBB

27,150

1D -1.09%

5D -4.57%

Buy Vol. 43,775,809

Sell Vol. 38,154,932

HDB

27,000

1D 2.08%

5D -4.42%

Buy Vol. 35,418,774

Sell Vol. 31,577,497

TPB

15,700

1D 0.00%

5D 0.64%

Buy Vol. 38,093,809

Sell Vol. 39,707,677

STB

49,400

1D -1.10%

5D 1.23%

Buy Vol. 18,982,351

Sell Vol. 23,902,486

VIB

19,000

1D -2.06%

5D 3.26%

Buy Vol. 46,548,061

Sell Vol. 41,554,671

ACB

23,000

1D 0.00%

5D -2.54%

Buy Vol. 19,921,348

Sell Vol. 19,099,240

SHB

17,400

1D 1.16%

5D 15.61%

Buy Vol. 186,768,332

Sell Vol. 192,370,003

SSB

19,600

1D 0.51%

5D -5.31%

Buy Vol. 5,777,155

Sell Vol. 6,163,037

LPB

34,500

1D 0.88%

5D -2.13%

Buy Vol. 6,088,862

Sell Vol. 4,519,689

ABB: Banks have announced their financial reports for the second quarter, with most of them reporting year-on-year profit growth. ABBank is the bank with the highest profit growth, with pre-tax profit in the second quarter reaching VND1,257 billion, 3.2 times higher than the same period; accumulated profit for the first 6 months reached VND1,672 billion, 2.8 times higher than the same period.

OIL & GAS

GAS

67,600

1D -0.15%

5D -1.60%

Buy Vol. 1,410,912

Sell Vol. 1,732,045

PLX

35,800

1D -1.24%

5D -6.04%

Buy Vol. 5,492,130

Sell Vol. 6,335,158

PLX: Petrolimex reported a profit of 1,368 billion in Q2/2025, up 6.3% over the same period last year.

VINGROUP

VIC

104,000

1D -1.42%

5D -8.85%

Buy Vol. 6,603,211

Sell Vol. 5,323,906

VHM

89,900

1D -0.11%

5D -4.06%

Buy Vol. 12,406,084

Sell Vol. 11,452,457

VRE

28,450

1D 1.25%

5D -3.56%

Buy Vol. 4,699,797

Sell Vol. 4,720,667

VHM: Vinhomes and SAMTY held the topping out ceremony of 4 towers of The Opus One, expected to be handed over from the first quarter of 2026.

FOOD & BEVERAGE

VNM

60,000

1D -1.96%

5D -5.06%

Buy Vol. 7,979,655

Sell Vol. 8,724,841

MSN

72,500

1D 0.00%

5D -4.35%

Buy Vol. 10,961,406

Sell Vol. 8,964,785

SAB

47,950

1D 0.63%

5D -2.34%

Buy Vol. 1,789,351

Sell Vol. 2,168,913

MSN: Masan Consumer (MCH) recorded Q2/2025 revenue of VND6,276 billion, down 15% yoy, but had a bright spot in the export segment thanks to increased presence in the Asian market.

OTHERS

BCM

69,900

1D -2.51%

5D 0.14%

Buy Vol. 1,056,553

Sell Vol. 1,894,225

BVH

50,000

1D 1.52%

5D -3.85%

Buy Vol. 1,390,026

Sell Vol. 1,289,071

VJC

119,000

1D -1.82%

5D -2.38%

Buy Vol. 9,638,497

Sell Vol. 9,810,402

FPT

107,000

1D 2.88%

5D -3.34%

Buy Vol. 22,336,567

Sell Vol. 14,806,854

MWG

65,200

1D -0.15%

5D -6.99%

Buy Vol. 17,759,464

Sell Vol. 13,774,251

GVR

29,700

1D -1.33%

5D -4.81%

Buy Vol. 5,818,728

Sell Vol. 7,381,683

SSI

33,200

1D -2.92%

5D -2.35%

Buy Vol. 80,620,664

Sell Vol. 84,457,810

HPG

25,150

1D 0.80%

5D -3.45%

Buy Vol. 103,056,641

Sell Vol. 76,750,992

BVH: Bao Viet Group announced its business results for the first half of 2025 with consolidated profit after tax in the second quarter reaching VND705 billion, up 60.7% over the same period last year. Accumulated profit after tax in the first 6 months of the year reached VND1,392 billion, up 31.5%.

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

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