stock market

The Stock Market category covers market trends, stock indices, corporate earnings, and investor sentiment. It explores regulatory changes, foreign investment, macroeconomic influences, and capital market developments, providing insights into equities, bonds, and overall financial market performance.

 

October outcomes mixed for Vietnam’s stock exchanges

As of late October, 725 stocks and fund certificates were listed on Vietnam’s main exchanges, the Ho Chi Minh Stock Exchange (HoSE) and Hanoi Stock Exchange (HNX), while 885 stocks were registered on the Unlisted Public Companies (UPCoM) platform…

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Pre-funding gone for some foreign stock traders in Vietnam, as new circular kicks-in

Tuoi Tre is covering the expectations of market watchers that this will give the market a welcome boost, Dau Tu Online on the other hand is suggesting that local securities firms with large cash buffers stand to benefit most, and VN Economy, conversely, has pointed out that after coming into effect there have still been large net cash outflows from the market from foreign investors.

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South Korea’s SK Group no longer major stakeholder in Vietnam’s Masan

Of note, in 2018, SK group bought 109.9 million shares in Masan Group for VND 100,000 or US$4.29 per share for a total of just over US$470 million. When it announced that it would be divesting, shares in Masan, which trades under the ticker MSN, were trading at about VND 76,200 or US$2.99 valuing the company’s holding at about US$328.6 million… 

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PetroVietnam Power Corporation: Vietnam Stock Overview

POW is currently constructing two LNG power plants with a combined capacity of 1,500 megawatts. These are the first LNG power plants in Vietnam. This is in line with the country’s shift from coal to gas power, however, declining domestic natural gas production means that much of Vietnam’s LNG will need to be imported….

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Vingroup: Vietnam Stock Overview

Notably, in the first half of 2024, Vingroup sold the majority of its equity capital of Vincom Retail, which owns and leases a range of commercial spaces around Vietnam. This led to leasing revenue declining by 46 percent…

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SeABank: Vietnam Stock Overview

In contrast to these positive business results, SSB’s stock has fallen by around 20 percent since the start of the year. It’s not clear why this might be but pundits have noted that 42 million shares issued to staff on an employee share program in 2023 have now vested and it could be that these are being sold off…

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Vietnam C.bank floats new circular on bank accounts for foreign stock traders

These new regulations are designed to simplify the procedures and documentation required for opening indirect investment accounts, removing the need for consular legalisation for foreign-language documents. It would also introduce the option for foreign investors to open accounts electronically. Additionally, the circular would permit foreign investors to open multiple indirect investment accounts, providing greater flexibility for their investment activities…

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Saigon Thuong Tin Commercial Bank: Vietnam Stock Overview

In 2015, Sacombank merged with Southern Commercial Bank, the latter known as Phuong Nam in Vietnamese, which was in distress without about 50 percent of its debts considered bad at the time. This merger had a huge impact on Sacombank’s business performance in the period from 2016 to 2023 as it needed to set aside provisions for, as well as process, these bad debts. However, most of that assets have now been handled…

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Vietnam stock market holds steady on FTSE upgrade watchlist, October review

FTSE Russell notes that reforms have been made with respect to removing pre-funding requirements for foreign investors per a circular issued by the Ministry of Finance back in September, but goes on to say that Vietnam still needs to reform its registration process for new accounts and to come up with a way for foreign investors to more efficiently trade stocks when foreign ownership ratios are nearing their limits.

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Saigon – Hanoi Commercial Bank: Vietnam Stock Overview

Net interest income declined by 3.7 percent, in contrast to the broader trend where banks like VPBank, HDBank, and VietinBank saw significant growth in net interest income during the first half of the year. Of note, SHB’s credit growth declined slightly by 0.3 percent in the first quarter of 2024. In response, the bank reduced lending interest rates in late March to compete for credit demand, however, this led to a drop in its net interest margin…

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Top 10 Vietnam securities firms gain 2.67 percent market share Q3 2024

The biggest improvement belonged to Viet Cap Securities which saw a 1.46 percent increase in its market share with the biggest fall belonging to VNDirect which lost .76 percent. However,  Vietcombank Securities Company dropped out of the top ten altogether and therefore how much its share changed is unknown. Of note, FPT Securities moved in to take Vietcombank Securities’ place…

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Tien Phong Commercial Bank: Vietnam Stock Overview

TPBank’s net interest income increased by 14.2 percent, aligning with the broader trend seen across banks like VPBank, HDBank, and VietinBank, which also experienced significant growth in net interest income. This increase was driven by a stable macroeconomic environment and recovering credit demand, contrasting with 2023’s challenges when deposit interest costs exceeded lending income.

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PetroVietnam Gas Corporation: Vietnam Stock Overview

Amid declining domestic natural gas production, imported LNG is slated to play a crucial role as a long-term alternative energy source. Currently, GAS is the first and only enterprise in Vietnam authorized to officially distribute LNG. GAS is involved in several key LNG projects, including the Thi Vai and Son MY LNG port warehouse and the Block B – O Mon gas pipeline projects…

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VietinBank: Vietnam Stock Overview

Non-interest income fell by 12.6 percent to US$333.2 million, driven by a drop in bancassurance operations, in line with a broader decline in bancassurance revenue following negative publicity in 2023. In addition, securities trading revenue decreased 72.6 percent in contrast to the VN Index which increased by 10.2 percent and other financial institutions like MB Bank which had an eightfold increase in securities revenue year-over-year…

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Military Commercial Bank: Vietnam Stock Overview

MBB’s total operating income increased by 11.3 percent year over year in the first half of 2024 with the banking industry benefiting from a more stable macroeconomic environment than in 2023 and a rebound in credit demand. Net interest income, however, increased by only 1 percent…

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Vietnam securities firms hit deadline with thousands of trader IDs unverified

There were around 8 million active trading accounts last count but these are clearly not all being used. In October last year, MB Securities closed over half a million accounts that had been opened with the firm but had never recorded a transaction. This is just one of around 20 to 30 brokerages in Vietnam too, and in this context, this ID requirement may see many more accounts closed…

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