After two bond issuance sessions, the black market exchange rate has cooled down, raising expectations that the SBV will soon stop draining money back, and the market will explode. Money poured in to buy the dip. Vn-Index closed the session up 25.51 points straight to the 1,270 point area, recovering all that was lost in the two previous sessions. The breadth was extremely beautiful with 433 stocks rising and 64 stocks declining.
No industry group was left behind. Securities led the rally with a 4.77% increase, with stocks rushing to lock limit including VCI, VIX, VDS, ORS… the remaining codes also increased significantly, with SSI up 4.55%; VND up 4.2%; SHS up 4.52%; MBS up 5.38%; BSI up 4.78%. Information technology increased by 4.18%; Aquaculture increased by 3.26%; Retail increased by 3.46%; Oil and gas increased by 2.25%; Chemicals increased by 2.9%; Construction increased by 2.22%, Real estate also increased by 1.77%; Banking increased by 1.86%.
The top contributing stocks to today’s remarkable achievement include VCB lifting 2.18 points; FPT lifting 1.58 points; VPB lifting 0.97 points, in addition to MBB, ACB, CTG, HPG, BID.
The liquidity soared to VND 28.3 trillion, but foreign investors became the troublemaker when they sold off VND 51.9 billion strongly, excluding the matched transactions, they sold off VND 46.9 billion.
The main buying group of the matched transactions are the Chemicals and Retail groups. The top buying group of foreign investors in the matched transactions include codes: MWG, DCM, HPG, DPM, VCI, KDH, NLG, VGC, SSI, PLX.
On the selling side of foreign matched transactions are the Food and Beverage group. The top selling group of foreign investors in the matched transactions include codes: VNM, VHM, GEX, VND, VCB, KBC, SAB, SBT, MSN.
Individual investors sold off VND 22.7 billion, of which VND 6.9 billion were sold off in the matched transactions. By the matched transactions, they bought 9/18 industries, mostly in the Food and Beverage industry. The top buying group of individual investors includes: VNM, VHM, GMD, VCG, VND, GEX, HSG, KBC, SBT, DRC.
On the selling side of the matched transactions: they sold off 9/18 industries, mostly the Banking and Financial Services groups. The top selling group includes: MWG, NVL, DCM, SSI, ACB, PC1, VCI, NLG, VIC.
Proprietary traders bought VND 40.6 billion, of which VND 22.1 billion were bought in the matched transactions. By the matched transactions, they bought 13/18 industries. The strongest buying group was Banking, Food and Beverage. The top buying group of proprietary traders in today’s matched transactions include VNM, FCN, VPB, MWG, ACB, HDG, VIC, VRE, VCB, HDB.
The top selling group is the Information Technology group. The top selling stocks include KDH, FPT, STB, PHR, CTD, VCI, KBC, LCG, PVT, BCM.
Domestic institutional investors bought VND 28.3 billion, by the matched transactions, they bought VND 31.78 billion. By the matched transactions, domestic institutions sold off 7/18 industries, with the largest value being the Industrial Goods & Services group. The top selling group includes GMD, VHM, VTP, VRE, HPG, DPM, PVD, DGC, VCG, BID.
The largest value of net buying is the Banking group. The top net buying stocks include NVL, VCB, PC1, MSN, TCB, ACB, DCM, FPT, SSI, FUEVFVND.
The value of block deals reached VND 2,884 billion, increasing +154.2% compared to the previous session and contributing 9.8% to the total trading value.
The notable stocks with block deals today are TCB, VIX, MSN, SJS and were mainly executed between individual investors.
The allocation of money flow increased in the Securities, Construction, Chemicals, Information Technology, Textile, Aviation, and Express Delivery industries, while it decreased in the Real Estate, Banking, Steel, Warehousing & Logistics, and Power industries.
By the matched transactions, the proportion of trading value increased for the 2nd consecutive session in the mid-cap VNMID and small-cap VNSML groups, while it remained low in the large-cap group.
