Surprising surge of nearly 1,400 billion in net buying by foreign investors

Foreign investors have net bought VND 1,397.8 billion, but their net selling through matched trades reached VND 61.3 billion. The notable net buying from foreign institutional investors came from AIC shares of the Aviation Insurance Corporation through off-market agreements on UpCom Exchange...

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The trading session ended on January 31, 2024, with the Vn-Index decreasing by -1.30% to close at 1,164.31 points. The trading value on HOSE reached 23,271 billion VND. The total trading value across all three exchanges reached 27,102.6 billion VND, an increase of +72% compared to the previous session, +78% compared to the 5-day average, and +47.9% compared to the 20-day average.

In terms of industries, liquidity increased sharply in the Banking, Securities, Real Estate, Steel, Food, Electrical Equipment, Chemical, Agriculture & Seafood sectors; however, only the Securities and Food sectors saw an increase in points.

Foreign investors were net buyers with a total net purchase of 1,397.8 billion VND, while in terms of matched orders, they were net sellers with a net sale of 61.3 billion VND. The main net purchase of matched orders by foreign investors was in the Financial Services and Basic Resources sectors. The top net buyers in matched orders by foreign investors included the following stocks: SSI, HPG, VIX, VCI, VPB, FTS, HSG, SHB, BCM, HCM.

There was a significant net purchase by foreign investors in the AIC stock of the Vietnam Airlines Insurance Corporation. Foreign investors purchased nearly 75 million shares of this stock, accounting for 3/4 of the circulating volume. The corresponding net purchase value reached 1,138 billion VND.

The net sellers in matched orders by foreign investors were mainly in the Real Estate sector. The top net sellers in matched orders by foreign investors included the following stocks: VRE, VNM, VND, VCB, VIC, PDR, LPB, GEX, GMD.

Individual investors were net buyers with a total net purchase of 29.2 billion VND, of which they were net buyers in matched orders with a net purchase of 27.1 billion VND. In terms of matched orders, they were net buyers in 11 out of 18 sectors, mainly in the Real Estate sector. The top net buyers among individual investors were: VRE, VNM, VND, PC1, VCB, CTG, VIC, HAG, GEX, TCB.

The net sellers in matched orders were in 7 out of 18 sectors, mainly in the Financial Services and Basic Resources sectors. The top net sellers included the following stocks: SSI, HPG, VCI, STB, VIX, MWG, VCG, HSG, PNJ.

Proprietary trading resulted in a net sale of 9.6 billion VND, with a net sale of 10.0 billion VND in matched orders. In terms of matched orders, proprietary trading was a net buyer in 6 out of 18 sectors. The strongest net buyers were in the Retail and Basic Resources sectors. The top net buyers in matched orders by proprietary trading today included: STB, MWG, FPT, HPG, HSG, MBB, TCB, MSN, PVT, CDC.

The top net sellers were in the Financial Services sector. The top net sold stocks included: VND, CTG, VNM, ACB, VRE, VPB, VIB, VCB, VHM, VIC.

Domestic institutional investors were net sellers with a total net sale of 143.0 billion VND, while in terms of matched orders, they were net buyers with a net purchase of 44.2 billion VND. In terms of matched orders, domestic institutional investors were net sellers in 5 out of 18 sectors, with the largest value in the Construction and Materials sector. The top net sellers included: PC1, TCB, HAG, GEX, VIX, SBT, CTG, REE, HSG, BCM.

The largest net purchase value was in the Household & Personal Goods sector. The top net buyers included: PNJ, HPG, ACB, STB, VCI, VCG, SSI, MWG, VNM, DGC.

The value of block trades today increased by +84.9% compared to the previous session, reaching 3,400.9 billion VND, contributing 12.5% to the total trading value of the market.

Block trades focused on the Banking stocks (including SSB, EIB, TCB, HDB) and were mainly conducted between individual investors.

The allocation of funds increased in the Banking, Securities, and Telecommunications sectors, while it decreased in the Real Estate, Construction, Steel, Agriculture & Seafood, Food, Retail, Chemical, and Oil & Gas sectors. In terms of matched orders, the allocation of funds increased significantly in the large-cap VN30 group, while it decreased in the mid-cap VNMID and small-cap VNSML groups.

SOURCEvneconomy
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