Nam Lengthy and Novaland spent trillions of dong to shop for again bonds earlier than adulthood; Financial institution shares have been actively traded, overseas traders persevered to web purchase just about 400 billion VND within the December 30 consultation.
– Gold value: Gold bars and gold rings reduced fairly, the marketplace was once quiet
The arena gold value on December 30 inched up fairly to two,621.7 USD/ounce because the marketplace was once quiet within the ultimate days of the yr. Locally, the cost of SJC gold bars reduced fairly, buying and selling at 84.5 million VND/tael, SJC gold rings traded at 84.3 million VND/tael.
Within the home marketplace, at the start of the week, gold costs for manufacturers have been adjusted to lower via 200,000 VND/tael for each gold bars and gold rings, after expanding via just about 1 million VND ultimate week.
Particularly, at 10 a.m. on December 30, Saigon Jewellery Corporate (SJC) indexed the purchasing and promoting value of SJC gold bars at 82.5-84.5 million VND/tael.
SJC 9999 gold ring value closed the week for getting at 82.5 million VND/tael, promoting for 84.3 million VND/tael.
DOJI gold bar value in Hanoi and Ho Chi Minh Town purchased at 82.5 million VND/tael and offered at 84.5 million VND/tael. This emblem lists the purchasing and promoting value of Doji Hung Thinh Vuong 9999 gold ring at 83.3-84.3 million VND/tael.
PNJ gold closed the week purchasing at 83.6 million VND/tael and promoting at 84.5 million VND/tael.
As of 13:00 on December 30 (Vietnam time), the sector gold value larger fairly via 1.4 USD in comparison to the former consultation to two,621.7 USD/ounce.
Ultimate week, global gold costs traded quietly, the cost was once restricted to two,650 USD. This week, the marketplace will shut in the course of the week (January 1) to welcome the New Yr. Mavens center of attention on New Yr’s events with circle of relatives as an alternative of tracking monetary markets. It’s forecasted that the gold marketplace will proceed to range inside a slim vary with low buying and selling quantity.
Regardless of finishing the yr at 2,600 USD/ounce, gold costs additionally had a really perfect yr, emerging from 1,920 USD/ounce to a top of two,790 USD/ounce (an building up of about 40%) earlier than fluctuations leveled off at this time. .
Referring to gold value fluctuations in 2025, Fawad Razaqzada, marketplace analyst at Town Index, stated that even though the USD and better US Treasury bond yields may convey opposed results to gold, however There are nonetheless some supportive elements serving to this valuable steel succeed in $3,000/ounce.
RJO Futures senior marketplace strategist Daniel Pavilonis predicts that gold costs may exceed $3,000 an oz. subsequent yr as central financial institution call for persists.
In line with most pros, primary macroeconomic adjustments and emerging geopolitical dangers will play a pivotal position in figuring out gold’s trajectory in 2025. Moreover, central banks The arena will proceed the fad of including this valuable steel to its reserves subsequent yr, which can give momentum to this valuable steel in 2025.
At the morning of December 30, the USD-Index was once at 107.99 issues; 10-year US Treasury bond yield is at a 7-month top, 4.628%; US shares fell; International oil costs reduced fairly, buying and selling at 73.83 USD/barrel for Brent oil and 70.64 USD/barrel for WTI oil.
– Nam Lengthy and Novaland spent trillions of dong to shop for again bonds earlier than adulthood
Nam Lengthy has simply purchased again all two a number of bonds price VND 1,000 billion, whilst Novaland plans to spend as much as VND 7,000 billion for this task.
Knowledge at the Hanoi Inventory Alternate (HNX), Nam Lengthy Funding Joint Inventory Corporate (code NLG) stated that it has simply purchased again all two a number of bonds NLGH2229001 and NLGH2229002 with a complete worth of one,000 billion VND. Those two batches of bonds have been issued in June and December 2022, with a most time period of seven years.
In the past, on the finish of November 2024, Nam Lengthy finished the issuance of a batch of bonds price VND 1,000 billion with a time period of 36 months, due on November 28, 2027, rate of interest of 10.11%/yr. . The collateral belongings of the bond lot are 78.6 million stocks of Nam Lengthy VCD Joint Inventory Corporate with a worth of two,000 billion VND.
The aim of Nam Lengthy mobilizing bonds is to settle two batches of bonds code NLGH2229001 and NLGH2229002.
In line with the 3rd quarter 2024 monetary document, Nam Lengthy has monetary debt of just about 6,600 billion VND, accounting for 22% of general capital. Of which, bond debt recorded greater than VND 3,600 billion. The bondholder who owns the 2 a number of bonds price VND 1,000 billion above is World Finance Company (IFC), a member of the International Financial institution Team (WBG).
No Va Actual Property Funding Team (Novaland, code NVL) additionally lately introduced that it is going to purchase again bonds earlier than adulthood with a most general worth of as much as 7,000 billion VND. In line with the plan, the buyback will happen from December 27, 2024 to January 30, 2025 within the type of an settlement between the gang and bond house owners. The repurchase value is calculated as 100% of par worth, plus passion incurred as of the transaction date.
The 7,000 billion VND of bond debt this is about to be purchased again via Novaland earlier than adulthood belongs to 21 bond so much valued from 100 billion VND to 480 billion VND, issued in 2020. To begin with, those bonds have a time period of 36 months, then That contract is being negotiated to increase to 60 months and can start paying the important in June 2025.
Along with Nam Lengthy and Novaland, lately a lot of different actual property firms additionally spent cash to shop for again bonds earlier than adulthood. Hai Phat Actual Property Funding and Buying and selling Joint Inventory Corporate (Hai Phat Land), on December 10, finished the purchase of all the batch of bonds code HPLCH2124001 with an impressive worth of VND 390 billion.
This batch of bonds was once issued on September 1, 2021 with an issuance worth of 400 billion VND. To begin with, this batch of bonds had a time period of three years, however in February 2024, Hai Phat Land won approval from bondholders to increase the time period to five years and alter the bond rate of interest. With the agreement of this batch of bonds, Hai Phat Land now not data remarkable bond debt.
The Board of Administrators of Bamboo Capital Team (code BCG), on December 26, authorized the plan to shop for again all BCG122006 bonds earlier than adulthood. It is a batch of bonds issued on January 20, 2022 with a complete worth of 500 billion VND, 5-year time period, or adulthood on January 20, 2027. Bamboo Capital expects the purchase time to be January 20, 2025, 2 years forward of time table.
– The USD continues to reinforce because of emerging US bond yields
The price of the Eastern yen in opposition to the USD has fallen to its lowest stage in 5 months, because of drive from emerging US bond yields, growing momentum for the USD to reinforce. All through the buying and selling consultation on December 30, the yen/USD trade charge was once at 157.82 yen/USD, close to the edge that might result in intervention from Eastern policymakers.
At the identical day, the euro stood at 1 euro for 1.0429 USD, very on the subject of the “backside” of one.05 euro/USD recorded on November 14. In line with observers’ calculations, the euro is heading for a decline of about 5.5% in opposition to the USD for the entire of 2024.
Emerging US Treasury bond yields are the principle driver supporting the USD’s value building up. Ultimate week, US 10-year bond yields reached their easiest stage in additional than 7 months and are recently soaring round 4.625%.
The USD index in comparison to different currencies within the world foreign money basket is at 107.99 issues. For the entire of December, the USD index is estimated to extend via 2.3%, bringing the full building up for the entire yr to about 6.6%.
Particularly, the USD has larger in value ceaselessly within the ultimate 3 months, because of expectancies that President-elect Donald Trump will alter financial insurance policies, comparable to loosening laws, chopping taxes, expanding price lists and tightening financial insurance policies. lower immigration. Mr. Trump’s coverage strikes may spice up US financial expansion, building up inflation, and stay nationwide bond yields top.
– Thrilling buying and selling in banking shares, overseas traders persevered to web purchase just about 400 billion VND within the December 30 consultation
Overseas traders nonetheless traded actively within the correction reversal consultation on December 30 once they persevered to web purchase just about 400 billion VND, with the point of interest of shopping for and promoting being banking shares.
At the HOSE buying and selling flooring, overseas traders purchased 48.13 million gadgets, with a complete worth of one,468.45 billion VND, down 17.1% in quantity and 19.58% in worth in comparison to the weekend consultation. in the past (December 27).
To the contrary, this block offered 39.44 million gadgets, with a worth of one,109.12 billion VND, an building up of 9% in quantity however a lower of 8.22% in worth in comparison to the former consultation.
Accordingly, overseas traders web purchased 8.69 million gadgets, the full web purchasing worth reached 359.33 billion VND, down 60.3% in quantity and 41.8% in worth in comparison to the former consultation. earlier than.
Nowadays, overseas traders strongly web purchased CTG stocks with a worth of 60.84 billion VND, an identical to a web purchasing quantity of just about 1.6 million gadgets. Alternatively, PDR is the main code within the robust web purchasing class in relation to quantity, achieving 2.66 million gadgets, the corresponding web purchasing worth reached 55.5 billion VND.
To the contrary, this staff had the most powerful web sale of TCB stocks with a quantity of greater than 1.68 million gadgets, a web promoting worth of 41.26 billion VND.
At the HNX buying and selling flooring, overseas traders purchased 1.31 million gadgets, with a worth of 35.44 billion VND, down 40.75% in quantity and 56.8% in worth in comparison to the former consultation.
To the contrary, this block offered 1.52 million gadgets, the marketing worth reached 29.61 billion VND, down 17.75% in quantity and 35.4% in worth in comparison to the former consultation.
Subsequently, overseas traders web offered 212,620 gadgets, whilst the former consultation web purchased 360,540 gadgets; Overall web purchasing worth reached 5.83 billion VND, down 83.9% in comparison to the former consultation.
Nowadays, overseas traders have been the most powerful web patrons of PVS stocks with a quantity of 237,780 gadgets, the corresponding web acquire worth reached 8.09 billion VND. Subsequent was once IDC with a web acquire of 133,160 gadgets, web acquire worth achieving 7.42 billion VND.
Alternatively, SHS stocks have been offered probably the most with a quantity of 541,400 gadgets, the corresponding web sale worth reached greater than 7 billion VND.
At the UPCoM marketplace, overseas traders purchased 409,730 gadgets, the acquisition worth reached 50.27 billion VND, down 81.73% in quantity and 73.57% in worth in comparison to the former consultation.
To the contrary, this block offered 301,600 gadgets, the marketing worth reached 34.15 billion VND, down 61.21% in quantity and 67.85% in worth in comparison to the former consultation.
Subsequently, overseas traders web purchased 108,130 gadgets, the full web purchasing worth reached greater than 16.12 billion VND, down 92.62% in quantity and 80.8% in worth in comparison to the former consultation.
Particularly, overseas traders have been the most powerful web patrons in MCH with a quantity of 107,600 gadgets and a web acquire worth of twenty-two.3 billion VND; ACV was once offered probably the most with a quantity of 57,200 gadgets and a web sale worth of 6.96 billion VND.
General on all the marketplace within the December 30 consultation, overseas traders web purchased 8.59 million gadgets, the full web purchasing worth reached 381.28 billion VND, down 63.8% in quantity and reduced via 63.8% in quantity. 48.3% in worth in comparison to the ultimate buying and selling consultation ultimate week on December 27 (web acquire of 737.63 billion VND).
– The explanation beef is costly earlier than Tet
From December 30, costs of beef merchandise below the marketplace stabilization program in Ho Chi Minh Town will follow a brand new value listing, expanding 3,000-6,000 VND/kg.
Companies collaborating in Ho Chi Minh Town’s 2024-2025 marketplace stabilization program have proposed departments and branches to regulate beef costs because of fluctuations in enter subject matter costs.
Particularly, for the reason that time of adjustment on November 23 till now, are living pig costs have larger ceaselessly around the nation. Within the Northern area, the cost of are living pigs is at 67,000-69,000 VND/kg; Central – Central Highlands about 64,000-68,000 VND/kg; the South 63,000-67,000 VND/kg; Basically, it will increase via 1,000-5,000 VND/kg relying at the area.
Red meat costs larger because of larger call for on the finish of the yr. With regards to the Lunar New Yr, beef intake will increase sharply, particularly in massive towns. Meals manufacturing gadgets step up buying uncooked fabrics to supply processed merchandise to serve other folks all over Tet.
As well as, the sophisticated outbreak of African swine fever around the nation has affected the psychology of farmers, resulting in numerous small pigs being offered available on the market. Blended with the fad of herd aid in some massive enterprises, the availability of pigs of enough weight for slaughter is in brief provide.
As well as, the cost of animal feed, transportation and different services and products larger, pushing up product costs.
To not point out, the import of pigs from Cambodia is recently no longer clean, resulting in larger home call for for pigs.