The stock market officially turned the corner as the real estate group led in trading on the lunar New Year session. The VN-Index surged 15.27 points or 1.26% to reach 1,224.97 points. The breadth was positive with 298 gainers and 217 losers.
In particular, the real estate sector continued its strong momentum from the previous session, up 3.63%, with VinGroup stocks (VIC and VRE) rallying due to a series of positive market news. VHM, the three stocks, contributed 6 points to the overall market. On the flip side, LGC, LPB, PNJ were the negative stocks for the market, although their impact was insignificant.
Liquidity on the three exchanges reached the highest level in 9 weeks with a total trading value of 29 trillion VND, of which foreign investors net bought 1,776.9 billion VND. In terms of matched trading, they net bought 146.9 billion VND.
Foreign investors were net buyers in the real estate and electricity, water & gas industries. The top net buyers were VHM, VRE, VIC, MSN, EVF, HPG, GAS, SSI, FRT, and MSB.
Foreign investors were net sellers in the financial services industry. The top net sellers were VND, DBC, MWG, VNM, CTG, GEX, STB, SAB, and PAN.
Individual investors were net buyers with 108.3 billion VND, of which they net bought 137.1 billion VND in matched trading. In terms of matched trading, they were net buyers in 14 out of 18 sectors, mostly in the banking sector. The top net buyers among individual investors were VND, MWG, DBC, VNM, HPG, TCB, FPT, CTG, NVL, and DGC.
In terms of matched trading, they were net sellers in 4 out of 18 sectors, mainly in the real estate and electricity, water & gas industries. The top net sellers were VHM, VRE, VIC, MSN, ACB, MSB, SSI, GAS, and AAA.
Proprietary traders were net sellers with 365.0 billion VND, of which they net sold 337.4 billion VND in matched trading. In terms of matched trading, proprietary traders were net buyers in 4 out of 18 sectors. The strongest net buying sectors were chemicals and financial services. The top net buyers among proprietary traders were AAA, FUEVFVND, VRE, ASM, CRE, MSB, HT1, DBC, FUESSVFL, and E1VFVN30.
The top net sellers were in the banking sector. The top net selling stocks were NVL, HPG, TCB, MBB, VNM, FPT, VPB, VCB, VSC, and MWG.
Domestic institutional investors were net buyers with 119.0 billion VND, of which they net bought 53.4 billion VND in matched trading. In terms of matched trading, domestic institutional investors were net sellers in 9 out of 18 sectors, with the largest value in the basic resources sector. The top net sellers were HPG, DGC, FPT, VHM, GMD, CII, MWG, VGC, FUEVFVND, and NKG.
The largest value of net buying was in the banking sector. The top net buyers were ACB, HCM, NVL, SSI, NLG, MBB, DCM, MSB, VNM, and E1VFVN30.
Block deals became active again and reached 3,753.8 billion VND, an increase of +368.6% compared to the previous week’s session, contributing 12.9% to the total trading value. Most of the block deals were between individual investors in large-cap stocks, including TCB, HPG, HDB, FPT, VJC, VPB, MWG, and MSN.
Money flows increased in the stock market, steel, chemicals, oil and gas, retail, and electricity sectors, while decreased in the banking, real estate, construction, food, agriculture & seafood, logistics & maintenance, and information technology sectors.
In terms of matched trading, the value of transactions in the VN30 large-cap group increased to 45.6%, surpassing the VNMID group (43.8%).
