Despite the State Bank of Thon’s withdrawal of money through bonds in the context of increasing pressure on the black market exchange rate, market sentiment is still reinforced by strong cash flow. As a result, the Vn-Index regains its upward momentum after today’s unexpected correction, jumping up by another 9.5 points to the price level of 1,245 points. The breadth is beautiful with 260 stocks gaining points on 200 declining stocks.
Among them, the comeback of the banking king stocks leads the market. The Banking group increased by 0.81%, with BID increasing by 2.97%, contributing 2.07 points to the market, in addition to TCB and CTG adding over one more point. Many banks have disclosed business plans with multi-fold profit growth by 2024.
However, Plastic and Chemicals were the strongest growing group, up 3.59%, mainly contributed by GVR, jumping the entire magnitude, contributing 2 points to the market. Most other groups also increased considerably, such as Information Technology up 2.09%; Retail up 1.07%; Construction Materials up 0.67%; Oil and Gas up 0.30%; Real Estate up 0.40%. The Securities group, on the other hand, adjusted slightly down by 0.21% after consecutive sessions of gains. VIX decreased by 3.09%; VND decreased by 1.21%; SSI decreased by 0.14%; SHS decreased by 1.67%.
The bottom fishing money is still at a high level of VND 23.100 trillion, of which foreign investors have net sold VND 211.6 billion. In terms of matched orders alone, they have net sold VND 174.8 billion.
The main net buy in the matched orders of foreign investors are Real Estate and Banking groups. The top net buying in matched orders of foreign investors includes the following stocks: EIB, HAH, VRE, STB, FRT, VIC, FTS, VHC, SZC, NLG.
On the other hand, the net sell in matched orders of foreign investors is in the Retail group. The top net selling in matched orders of foreign investors includes the following stocks: MWG, VIX, MSN, VNM, HSG, DCM, GEX, KBC, SSI.
Individual investors have a net buy of VND 565.5 billion, of which their net buying in matched orders is VND 504.8 billion. In terms of matched orders, they have net bought in 12 out of 18 sectors, mainly in the Retail sector. The top net buying by individual investors includes the following stocks: MWG, VIX, VPB, HSG, FPT, VNM, HPG, SBT, VTP, MSN.
The net sell in matched orders: they have net sold in 6 out of 18 sectors, mainly in the Real Estate, Construction, and Materials sector. The top net selling includes the following stocks: STB, EIB, PC1, VRE, FRT, FCN, SZC, FTS, NVL.
Proprietary traders have net sold VND 122.1 billion, in terms of matched orders, they have net sold VND 164.6 billion. In terms of matched orders, Proprietary traders have net bought in 6 out of 18 sectors. The strongest net buying group is Construction and Materials, and Basic Resources. The top net buying in matched orders by proprietary traders today includes FCN, STB, MBB, DBC, HPG, FUESSVFL, HDG, PVT, SCS, KBC.
The top net selling is in the Banking group. The stocks with the top net selling include FPT, VPB, TCB, MSN, VIC, ACB, HDB, VNM, CTG, VRE.
Domestic institutional investors have net sold VND 271.3 billion, in terms of matched orders, they have net sold VND 165.4 billion. In terms of matched orders, Domestic institutional investors have net sold in 12 out of 18 sectors, the largest value is in the Banking group. The top net selling includes HPG, HSG, VPB, FPT, MBB, VTP, NLG, HAH, VHM, HDB.
The largest value in net buying is in the Food and Beverages group. The top net buying includes PC1, MSN, SAB, NVL, VCI, DCM, TCB, GEX, VND, VRE.
The transaction value of negotiated deals reached VND 1,135 billion, a decrease of -25.8% compared to the previous session and contributing 4.9% to the total transaction value.
Notable stocks with negotiated deals today include MBB, carried out among foreign investors.
The allocation of money flow increased in the following sectors: Real Estate, Securities, Steel, Construction, Retail, Warehousing, Logistics & Maintenance, Rubber, while it decreased in the Banking, Chemicals, Agriculture & Aquaculture, Electrical Equipment, and Shipping sectors.
In terms of matched orders, the value of transactions continued to increase in the VNMID and VNSML groups, while it decreased in the large-cap groups.
