The VN-Index ended the 10th trading week of 2024 at 1,247.35 points, a decrease of -10.93 points or -0.87% compared to the closing level of the 8th week, with significant liquidity.
The average trading value per session (calculated across all 3 exchanges) in week 10 was VND 28,052 billion, an increase of 16.1% compared to week 9 and 44.1% compared to the 5-week average. This is also the week with the highest average trading value since the beginning of April 2022.
Looking at the weekly time frame, the average trading value per session increased in the Real Estate, Securities, Construction, Banking, Chemical, Food, and Retail sectors. Conversely, the Steel, Agriculture & Seafood, and Oil & Gas sectors had nearly unchanged liquidity compared to the previous week.
In terms of price movements, the Banking, Steel, and Real Estate sectors all experienced declines this week.
Foreign investors net sold VND 975.8 billion, and when looking only at matched orders, they net sold VND 1,051.1 billion. The main net buyers among foreign investors were the Retail and Real Estate sectors. The top net buyers among foreign investors included the following stocks: KBC, KDH, MWG, NLG, DGC, STB, VRE, MSN, DGW, and HDB.
The main net sellers among foreign investors were in the Financial Services sector. The top net sellers among foreign investors included the following stocks: FUEVFVND, VHM, VNM, VCB, SAB, VPB, HPG, TPB, and VIC.
Individual investors net bought VND 1,541 billion, with matched orders accounting for VND 1,509.1 billion. Specifically, in matched orders, they net bought 11 out of 18 sectors, mainly in the Banking sector. The top net buyers among individual investors included the following stocks: VHM, TCB, HPG, VNM, VPB, NVL, VCB, VSC, VCI, and TPB.
The net sellers in matched orders were mainly in the Retail and Chemical sectors. The top net sellers included the following stocks: MSN, MWG, STB, KBC, KDH, DGC, FUEVFVND, EVF, PVT.
Domestic institutional investors net sold VND 678.8 billion, with matched orders accounting for VND 407.1 billion. Specifically, in matched orders, domestic institutional investors net sold 8 out of 18 sectors, with the largest value in the Real Estate sector. The top net sellers included the following stocks: HPG, VSC, VHM, PC1, TCB, NVL, VCI, FUEVFVND, MSB, and KBC.
The largest net buyers were in the Food and Beverage sector. The top net buyers included the following stocks: MWG, EVF, MSN, FPT, GMD, KDH, VHC, SAB, HDG, and VNM.
Proprietary traders net bought VND 113.6 billion, with matched orders accounting for VND 51.1 billion. Specifically, in matched orders, proprietary traders net bought 6 out of 18 sectors. The strongest net buyers were in the Financial Services and Food and Beverage sectors. The top net buyers among proprietary traders in the session today included the following stocks: FUEVFVND, VNM, MSN, PC1, STB, PVD, FCN, HPG, BID, and FUESSVFL.
The top net sellers were in the Real Estate sector. The top stocks sold off included MWG, TCB, NVL, PNJ, GMD, KDH, FPT, MBB, VHM, and EVF.
Cash flow trends: The allocation of cash flow INCREASED in the Real Estate, Securities, Food and Beverage, Retail, Telecommunication, Insurance, and Chemical sectors, while DECREASED in the Banking, Steel, Agriculture & Seafood, Oil & Gas Equipment and Services, Information Technology, and Rubber & Fiber sectors.
The proportion of trading value continued to decrease in the large capitalization VN30 group, while INCREASED gradually in the medium VNMID and small VNSML capitalization groups.
In week 10 of 2024, the proportion of trading value in the large capitalization VN30 group decreased to 40.8% from the level of 43.2% in the previous week 9. Meanwhile, the proportion of medium VNMID and small VNSML capitalization groups increased to 46.4% and 9%, respectively.
In terms of cash flow scale, the average trading value per session in the VN30 large capitalization group increased by 9.8% (equivalent to VND 988 billion). For the VNMID group, liquidity increased by up to 21.8% (equivalent to +2,243 billion) compared to the previous week. The VNSML group recorded an increase of 17.7%.
In terms of price fluctuations, the VN30 index decreased by -1.33%, while the VNMID index had a slighter decrease of -0.26%. The small capitalization group even had no decrease.
