DAILY MARKET RECAP 08 Feb 2017 Bloomberg: VNDS Market commentary Modest increases in some pillars supported Vietnam Stock Markets to inch up slightly amid today’s choppy trading. From the opening, VN-INDEX already experienced some shaking rhythms, triggered by the early divergence of large caps. Thus, the market’s upturn gradually wore out while selling pressure rapidly built up, drowning the index to a low of 700.47pts. Such decline was majorly due to the bearish consensus of Utilities and Energy sectors (driven by GAS and PVD) after an overnight slip in global oil prices and the fall in many other blue chips (such as CTG, SAB, BID, MWG, NVL and VIC). In contrast, the late upsurge in VCB, boosted by foreigners’ massive purchases, led the index’s recovery. The market’s sentiment was also buoyed by other advancers, especially ROS, DPM, MBB, STB, KBC, VNM and CII. At the end, VN-INDEX safely landed at 702.04pts (+0.02%) with 129 winners, 118 losers and 75 unchanged. Even worse, HNX- INDEX suffered miserably during most of the erratic session, but finally managed to swing back to the green territory just in time. Particularly, the index ended at 85.29pts (+0.08%) with 89 gainers, 87 laggards and 203 unchanged. Many sectors rose, led by Health Care (+1.18%), Materials (+0.83%), and Industrials (+0.46%). Utilities (-1.20%), Consumer Discretionary (-0.37%), and Energy (-0.26%) negatively impacted the market. Regarding tickers, top index movers include VCB (+1.27%), ROS (+0.67%), DPM (+2.88%), MBB (+1.07%), and DCM (+4.12%). Top index laggards were GAS (-1.50%), CTG (-1.65%), SAB (-0.32%), BID (-0.58%), and MWG (-0.94%). On the put-through market, top 3 highlighted deals consisted of VNM with 1.2mn shares (VND155.2bn), HQC with 16mn shares (VND36.5bn), and RAL with 226,440 shares (VND21.3bn). Foreigners net sold on both exchanges with total net-selling values of VND38.3bn. They mainly sold VNM (VND161.9bn), HPG (VND47.8bn), and DPM (VND28bn) while bought VNM (VND184.4bn), DPM (VND27.3bn), and HPG (VND27.2bn). Snapshot HOSE HNX Close (pts) 702.0 85.3 1 Day change (%) 0.02 0.08 Volume (mn shs) 156.1 37.2 Value (US$mn) 118.3 15.0 Gainers 129 89 Losers 118 87 Unchanged 75 203 Commodities & Currencies Close %chg Gold(USD/Oz) 1,236 0.14 WTI Oil ($/B) 1Mth 51.6 -1.09 Brent Oil ($/B) 1Mth 54.6 -0.76 USDVND 22,664 -0.24 EURVND 24,093 0.22 Source: Bloomberg Sectors Price Index P/E P/B Country Close 1D chg P/E P/B Market cap (VNIndex) 1D chg Wgt x x Peering Points % x x US$bn Consumer Discretionary -0.37% 0.84 14.42 4.34 China 3,383.3 0.52 15.18 1.83 3,472 Consumer Staples -0.07% 8.21 30.00 7.77 India 8,769.1 0.01 21.7 2.82 899 Energy -0.26% 0.34 44.82 0.87 Indonesia 5,361.1 -0.38 24.2 2.26 441 Financials 0.26% 4.93 19.24 2.02 Laos 1,054.7 0.00 11.69 0.89 1 Health Care 1.18% 0.37 16.48 3.19 Malaysia 1,688.5 -0.02 17.0 1.71 230 Industrials 0.46% 1.38 55.19 5.09 Philippines 7,234.8 -0.38 19.7 2.35 176 IT 0.43% 1.12 10.25 2.02 Taiwan 9,543.3 -0.12 16.2 1.65 904 Materials 0.83% 1.08 8.43 1.74 Thailand 1,589.3 0.43 17.4 1.90 443 Real Estate 0.04% 5.04 51.26 3.3 Utilities -1.20% 5.45 15.83 2.6 Vietnam 702.0 0.02 16.6 2.08 71 Source: Bloomberg Source: Bloomberg 700 701 702 703 VN-INDEX 84.7 84.9 85.1 85.3 85.5 HNX-INDEX
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DAILY MARKET RECAP 08 Feb 2017
Bloomberg: VNDS
Market commentary
Modest increases in some pillars supported Vietnam Stock Markets to inch up slightly amid today’s choppy trading. From the opening, VN-INDEX already experienced some shaking rhythms, triggered by the early divergence of large caps. Thus, the market’s upturn gradually wore out while selling pressure rapidly built up, drowning the index to a low of 700.47pts. Such decline was majorly due to the bearish consensus of Utilities and Energy sectors (driven by GAS and PVD) after an overnight slip in global oil prices and the fall in many other blue chips (such as CTG, SAB, BID, MWG, NVL and VIC). In contrast, the late upsurge in VCB, boosted by foreigners’ massive purchases, led the index’s recovery. The market’s sentiment was also buoyed by other advancers, especially ROS, DPM, MBB, STB, KBC, VNM and CII. At the end, VN-INDEX safely landed at 702.04pts (+0.02%) with 129 winners, 118 losers and 75 unchanged. Even worse, HNX-INDEX suffered miserably during most of the erratic session, but finally managed to swing back to the green territory just in time. Particularly, the index ended at 85.29pts (+0.08%) with 89 gainers, 87 laggards and 203 unchanged.
Many sectors rose, led by Health Care (+1.18%), Materials (+0.83%), and Industrials (+0.46%). Utilities (-1.20%), Consumer Discretionary (-0.37%), and Energy (-0.26%) negatively impacted the market. Regarding tickers, top index movers include VCB (+1.27%), ROS (+0.67%), DPM (+2.88%), MBB (+1.07%), and DCM (+4.12%). Top index laggards were GAS (-1.50%), CTG (-1.65%), SAB (-0.32%), BID (-0.58%), and MWG (-0.94%). On the put-through market, top 3 highlighted deals consisted of VNM with 1.2mn shares (VND155.2bn), HQC with 16mn shares (VND36.5bn), and RAL with 226,440 shares (VND21.3bn).
Foreigners net sold on both exchanges with total net-selling values of VND38.3bn. They mainly sold VNM (VND161.9bn), HPG (VND47.8bn), and DPM (VND28bn) while bought VNM (VND184.4bn), DPM (VND27.3bn), and HPG (VND27.2bn).
Snapshot HOSE HNX
Close (pts) 702.0 85.3
1 Day change (%) 0.02 0.08
Volume (mn shs) 156.1 37.2
Value (US$mn) 118.3 15.0
Gainers 129 89
Losers 118 87
Unchanged 75 203
Commodities & Currencies Close %chg
Gold(USD/Oz) 1,236 0.14
WTI Oil ($/B) 1Mth 51.6 -1.09
Brent Oil ($/B) 1Mth 54.6 -0.76
USDVND 22,664 -0.24
EURVND 24,093 0.22
Source: Bloomberg
Sectors Price Index P/E P/B Country Close 1D chg P/E P/B Market cap
(VNIndex) 1D chg Wgt x x Peering Points % x x US$bn
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