Market brief 06/01/2022
VIETNAM STOCK MARKET
VN-INDEX
1,528.57
1D 0.40%
YTD 2.02%
VN30
1,544.95
1D -0.07%
YTD 0.60%
HNX
484.89
1D 0.94%
YTD 2.30%
UPCOM
114.39
1D 0.11%
YTD 1.52%
Net Foreign buy (B)
-253.36
1D 0.00%
YTD 0.00%
Total trading value (B)
42,124.08
1D 5.79%
YTD 35.57%
Foreign investors continued to net sell 253b dong in session 6/1, focusing on collecting real estate stocks. VHM was the strongest net bought by foreign investors with the value of 117b dong. 2nd net buyers was KBC with 103b dong. The next positions all belong to the real estate group, which are DXG, BCM and KDH with a net buying value of VND61b, VND53b and VND38b, respectively.
ETF & DERIVATIVES
E1VFVN30
25,820
1D -0.65%
YTD -0.04%
FUEMAV30
18,200
1D 1.11%
YTD 0.61%
FUESSV30
19,010
1D 6.74%
YTD 0.05%
FUESSV50
23,690
1D 1.24%
YTD 3.45%
FUESSVFL
21,880
1D -0.55%
YTD -2.67%
FUEVFVND
27,850
1D -0.64%
YTD -0.71%
FUEVN100
20,420
1D -0.78%
YTD -4.93%
VN30F2206
1,542
1D -0.23%
YTD 0.00%
VN30F2203
1,543
1D -0.30%
YTD 0.00%
VN30F2202
1,543
1D -0.26%
YTD 0.00%
VN30F2201
1,545
1D -0.25%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
28,487.87
1D -1.38%
YTD -1.06%
Shanghai
3,586.08
1D -0.25%
YTD -1.48%
Kospi
2,920.53
1D -1.13%
YTD -1.92%
Hang Seng
23,072.86
1D 0.33%
YTD -1.39%
STI (Singapore)
3,184.30
1D 0.66%
YTD 1.94%
SET (Thái Lan)
1,653.03
1D -1.42%
YTD -0.28%
Crude oil ($/barrel)
79.04
1D 2.34%
YTD 3.32%
Gold ($/ounce)
1,800.55
1D -0.54%
YTD -1.11%
Stock markets in Asia - Pacific fell in session 6/1. In Japan, the Nikkei 225 fell 1.38%. The Chinese market fell with Shanghai Composite down 0.25%, Shenzhen Component down 0.663%. Hong Kong's Hang Seng rose 0.33%. South Korea's Kospi index fell 1.13%.
VIETNAM ECONOMY
Vnibor
1.47%
1D (bps) -33
YTD (bps) 66
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.20%
1D (bps) 20
YTD (bps) 19
10 year-Gov. Bond
1.90%
1D (bps) -10
YTD (bps) -10
USD/VND
22,965
1D (%) 0.31%
YTD (%) 0.11%
EUR/VND
26,167
1D (%) -0.77%
YTD (%) -1.14%
CNY/VND
3,636
1D (%) -0.25%
YTD (%) -0.60%
State budget revenue in 2021 is estimated at 1,563.3 trillion dong, equaling 116.4% of the estimate, up 3.7% compared to 2020. In which, revenue mainly comes from crude oil, income from import and export activities and collection of land use levy; domestic tax and fee collection from production and business activities (exceeding 14.5% of the estimate, increasing by 11.3% compared to the implementation in 2020); the rate of mobilization into the state budget reached 18.6% of GDP.
EVENT CALENDAR
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Ex-right date Sun, 11/24/24
No event for this day
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SELECTED NEWS
- The state budget in 2021 is still a bountiful nearly VND 220,000 billion
- Vietnam surpassed China to become the main production base for Nike
- Spent 74,000 billion VND to fight the epidemic and support people in difficulty
- The Fed is expected to start raising interest rates in March of this year
- The US bond market was sold strongly
- China's December PMI rose rapidly despite the impact of Covid
VN30
BANK
VCB
79,100
1D 1.41%
5D 0.89%
Buy Vol. 2,256,600
Sell Vol. 2,383,300
BID
38,000
1D 2.56%
5D 7.34%
Buy Vol. 9,498,000
Sell Vol. 9,038,200
CTG
34,000
1D -2.16%
5D 0.59%
Buy Vol. 19,602,100
Sell Vol. 20,358,300
TCB
49,900
1D -1.19%
5D 1.22%
Buy Vol. 15,086,300
Sell Vol. 17,636,500
VPB
35,150
1D -0.99%
5D -0.71%
Buy Vol. 21,436,100
Sell Vol. 21,532,400
MBB
28,350
1D -1.22%
5D -0.35%
Buy Vol. 16,922,200
Sell Vol. 18,206,600
HDB
30,500
1D 0.00%
5D -0.33%
Buy Vol. 11,357,400
Sell Vol. 10,431,300
TPB
42,000
1D 0.00%
5D 3.07%
Buy Vol. 9,193,700
Sell Vol. 9,911,700
STB
32,700
1D 0.46%
5D 7.21%
Buy Vol. 70,727,500
Sell Vol. 72,639,900
ACB
33,750
1D 0.15%
5D -0.44%
Buy Vol. 8,969,100
Sell Vol. 8,834,000
CTG: As of December 31, 2021, the average outstanding balance increased by 12.3% yoy. The proportion of retail loans and SME customers reached 57%, a positive improvement yoy. Non-interest income increased by over 20%. Demand deposits (CASA) increased by more than 20% yoy, the proportion of CASA/total capital in 2021 reached 20%. Last year, VietinBank reduced its profit by more than VND 7,000 billion to deploy many support solutions on credit, debt restructuring, loan interest rate reduction, service fees in order to promptly remove difficulties and accompany customers to overcome difficulties.
REAL ESTATE
NVL
88,200
1D -1.01%
5D 2.20%
Buy Vol. 3,377,600
Sell Vol. 4,223,600
KDH
56,800
1D 1.97%
5D 9.02%
Buy Vol. 4,819,100
Sell Vol. 4,846,600
PDR
93,800
1D 0.00%
5D -0.64%
Buy Vol. 3,659,000
Sell Vol. 3,320,400
PDR: Collecting shareholders' written opinions on the plan to implement a foreign loan entitled to be converted into common shares for the Borrower.
OIL & GAS
GAS
103,700
1D -1.24%
5D 6.91%
Buy Vol. 1,391,800
Sell Vol. 1,600,000
POW
19,250
1D 1.32%
5D 10.32%
Buy Vol. 54,129,900
Sell Vol. 63,447,100
PLX
55,500
1D -0.36%
5D 2.78%
Buy Vol. 1,977,600
Sell Vol. 2,404,600
PLX: Non-cash payment and Petrolimex ID membership registration officially operated by PLX from November 19, 2021.
VINGROUP
VIC
104,500
1D 4.50%
5D 10.00%
Buy Vol. 8,380,400
Sell Vol. 9,776,100
VHM
85,300
1D 1.55%
5D 4.53%
Buy Vol. 16,134,000
Sell Vol. 20,649,600
VRE
35,600
1D 6.91%
5D 16.72%
Buy Vol. 41,572,600
Sell Vol. 31,567,500
VinFast plans to manufacture and assemble electric vehicle batteries at a complex of factories in the US. VinFast will initially assemble electric vehicle batteries with battery cells first.
FOOD & BEVERAGE
VNM
85,400
1D -0.93%
5D 0.12%
Buy Vol. 4,816,100
Sell Vol. 4,786,800
MSN
153,800
1D -4.47%
5D -10.32%
Buy Vol. 2,484,500
Sell Vol. 2,987,900
SAB
156,600
1D -1.69%
5D 5.17%
Buy Vol. 181,000
Sell Vol. 235,800
MSN and VNM were both stocks that were sold the most by foreign investors in today's session with a value of 122 billion dong and 106 billion dong, respectively.
OTHERS
BVH
123,800
1D 0.65%
5D -1.75%
Buy Vol. 718,000
Sell Vol. 840,700
VJC
123,800
1D 0.65%
5D -1.75%
Buy Vol. 718,000
Sell Vol. 840,700
FPT
93,500
1D -0.11%
5D -0.11%
Buy Vol. 1,809,400
Sell Vol. 2,091,200
MWG
137,500
1D 0.29%
5D 2.38%
Buy Vol. 1,135,600
Sell Vol. 1,624,400
PNJ
94,600
1D -0.53%
5D 2.27%
Buy Vol. 574,100
Sell Vol. 553,000
GVR
38,600
1D 0.52%
5D 4.32%
Buy Vol. 7,139,900
Sell Vol. 9,587,100
SSI
51,900
1D -1.70%
5D -1.33%
Buy Vol. 23,094,500
Sell Vol. 23,734,500
HPG
46,100
1D -1.50%
5D 0.88%
Buy Vol. 25,065,900
Sell Vol. 26,909,000
HPG: Hoa Phat Hai Duong Steel Company became the largest tax payer in Hai Duong province. In which, the amount paid separately in Hai Duong is 1,758 billion VND, up 53% yoy. Hoa Phat Hai Duong Steel Joint Stock Company (belonging to Hoa Phat Group) is currently operating Hoa Phat Iron and Steel Complex in Kinh Mon Town - Hai Duong Province, with a capacity of 2.5 million tons/year. The company creates jobs and stable income for 5,000 employees, mainly local people.
Market by numbers
TOP MOST TRADED TICKERS (VOLUME - IN MILLION)
FOREIGN NET FLOW 10 NEAREST SESSIONS (BILLION VND)
TOP INCREASES 3 CONSECUTIVE SESSIONS
TOP DECREASES 3 CONSECUTIVE SESSIONS
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