Market brief 20/01/2022
VIETNAM STOCK MARKET
VN-INDEX
1,465.30
1D 1.56%
YTD -2.20%
VN30
1,492.81
1D 0.69%
YTD -2.79%
HNX
411.80
1D 0.61%
YTD -13.12%
UPCOM
109.67
1D 1.70%
YTD -2.67%
Net Foreign buy (B)
-129.32
1D 0.00%
YTD 0.00%
Total trading value (B)
25,982.45
1D 0.49%
YTD -16.38%
Foreign investors reduced their net selling to 129 billion dong on January 20. NVL was sold the most by foreign investors with a value of 122 billion dong. NVL and STB were net sold at 113 billion dong and 46 billion dong, respectively. Meanwhile, HPG was the strongest net buying on this floor with 58 billion dong. CTG and GAS were net bought at 50 billion dong and 29 billion dong respectively.
ETF & DERIVATIVES
E1VFVN30
24,950
1D -0.99%
YTD -3.41%
FUEMAV30
17,640
1D 1.15%
YTD -2.49%
FUESSV30
19,000
1D 6.68%
YTD 0.00%
FUESSV50
22,000
1D 0.00%
YTD -3.93%
FUESSVFL
22,500
1D 1.35%
YTD 0.09%
FUEVFVND
27,100
1D 0.00%
YTD -3.39%
FUEVN100
19,460
1D 0.31%
YTD -9.40%
VN30F2206
1,495
1D 0.71%
YTD 0.00%
VN30F2203
1,488
1D 0.49%
YTD 0.00%
VN30F2202
1,496
1D 1.01%
YTD 0.00%
VN30F2201
1,493
1D 0.72%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,772.93
1D 1.03%
YTD -3.54%
Shanghai
3,555.06
1D -0.09%
YTD -2.33%
Kospi
2,862.68
1D 0.72%
YTD -3.86%
Hang Seng
24,952.35
1D 1.98%
YTD 6.64%
STI (Singapore)
3,294.82
1D 0.33%
YTD 5.48%
SET (Thái Lan)
1,656.96
1D -0.08%
YTD -0.04%
Crude oil ($/barrel)
85.56
1D 0.55%
YTD 11.84%
Gold ($/ounce)
1,837.65
1D -0.23%
YTD 0.93%
China cuts lending rates, Asian stocks mixed. In Japan, the Nikkei 225 gained 1.03%. The Chinese market fell with the Shanghai Composite down 0.09% and the Shenzhen Component down 0.06%. Hong Kong's Hang Seng rose 1.98%. South Korea's Kospi index rose 0.72%.
VIETNAM ECONOMY
Vnibor
0.98%
1D (bps) -2
YTD (bps) 17
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.20%
YTD (bps) 19
10 year-Gov. Bond
1.88%
1D (bps) -2
YTD (bps) -12
USD/VND
22,870
1D (%) 0.09%
YTD (%) -0.31%
EUR/VND
22,870
1D (%) -13.52%
YTD (%) -13.59%
CNY/VND
3,640
1D (%) -0.25%
YTD (%) -0.49%
Entering January 2022, exports seem to show signs of "out of breath" when falling by 12% compared to the previous period, double the decrease of imports. This caused the trade balance to reverse to a large deficit. Regarding exports, the total value of export goods of Vietnam in the first period of January 1, 2022 reached USD 12.96 billion, down 17.9% compared to the period of December 2, 2021.
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
SELECTED NEWS
- Exports suddenly "out of breath", the trade balance reversed to a large deficit in the first half of January
- Reviewing more than VND 639,000 billion of the remaining capital of the medium-term public investment plan
- Vietnam-Japan trade in 2021 will reach 42.7 billion USD, with a trade deficit of 2.52 billion USD
- The US has no intention of easing tariffs on Chinese goods
- China continues to lower the basic lending rate
- OPEC: Omicron and monetary policy do not make crude oil demand difficult
VN30
BANK
VCB
87,100
1D 0.35%
5D 6.35%
Buy Vol. 4,158,200
Sell Vol. 4,536,300
BID
46,700
1D 6.99%
5D 6.14%
Buy Vol. 10,301,100
Sell Vol. 7,868,300
CTG
35,100
1D 3.85%
5D -0.14%
Buy Vol. 23,123,600
Sell Vol. 22,880,400
TCB
48,850
1D 0.00%
5D -3.27%
Buy Vol. 10,917,500
Sell Vol. 11,303,100
VPB
33,950
1D 1.34%
5D -3.69%
Buy Vol. 12,284,900
Sell Vol. 11,306,000
MBB
30,200
1D 2.03%
5D 1.68%
Buy Vol. 29,410,600
Sell Vol. 29,798,000
HDB
28,900
1D -0.17%
5D -6.17%
Buy Vol. 7,587,800
Sell Vol. 6,609,600
TPB
39,600
1D 0.76%
5D -6.05%
Buy Vol. 9,743,900
Sell Vol. 9,990,900
STB
33,800
1D 2.74%
5D -1.46%
Buy Vol. 67,321,800
Sell Vol. 49,751,900
ACB
32,950
1D -0.15%
5D -1.20%
Buy Vol. 8,432,400
Sell Vol. 5,770,000
VCB: Regarding the ability to defend against bad debt, Vietcombank caught the attention of the market when it announced the bad debt coverage ratio of this bank at 424%, a record high in the banking industry. This means that each VND of bad debt on the balance sheet of Vietcombank is secured by more than 4 VND of provision. According to this bank's report, by the end of 2021, the bad debt ratio is 963,670 billion dong and 0.63%, the scale of bad debt on the balance sheet and the reserve fund of Vietcombank is accordingly at 6,070 billion dong and 25,740 billion dong.
REAL ESTATE
NVL
80,200
1D 0.25%
5D -3.95%
Buy Vol. 4,186,200
Sell Vol. 4,303,600
KDH
51,700
1D -0.39%
5D -3.36%
Buy Vol. 2,042,700
Sell Vol. 1,629,100
PDR
90,000
1D 1.12%
5D -0.55%
Buy Vol. 4,818,000
Sell Vol. 4,943,100
PDR: Recorded from Nhon Hoi project, PDR's profit is more than 750b dong in Q4.2021. In the whole year of2021, revenue decreased by 7%, profit after tax increased by 52% to more than VND 1,860b thanks to cost savings.
OIL & GAS
GAS
108,600
1D 1.50%
5D 3.43%
Buy Vol. 1,220,500
Sell Vol. 1,467,300
POW
17,000
1D 5.92%
5D 0.59%
Buy Vol. 32,781,700
Sell Vol. 26,089,600
PLX
54,100
1D 0.00%
5D -0.18%
Buy Vol. 1,376,200
Sell Vol. 1,650,100
Iraq - Turkey pipeline has problems, oil prices increase. Brent oil futures rose 93 cents, or 1.1%, to $88.44 a barrel, in a session touching $89.13 a barrel, the highest since October 13, 2014.
VINGROUP
VIC
95,000
1D -0.84%
5D -3.85%
Buy Vol. 3,543,600
Sell Vol. 3,550,700
VHM
78,600
1D 1.29%
5D -4.38%
Buy Vol. 6,471,300
Sell Vol. 6,318,700
VRE
33,600
1D 1.05%
5D -0.59%
Buy Vol. 9,963,500
Sell Vol. 11,752,900
VHM: In contrast to the net selling session of foreign investors today, VHM was in the top of this group with a net buying value of 16.7 billion dong.
FOOD & BEVERAGE
VNM
83,000
1D -0.48%
5D -0.12%
Buy Vol. 2,683,100
Sell Vol. 2,950,200
MSN
149,200
1D 1.15%
5D 3.04%
Buy Vol. 1,495,600
Sell Vol. 1,549,200
SAB
150,000
1D 0.00%
5D -0.66%
Buy Vol. 567,600
Sell Vol. 416,000
MSN: Q4.2021, Masan net sales of VND 23,828 billion, up 10% QoQ. Excluding the revenue from the animal feed segment in December 2020, net revenue in the fourth quarter of 2021 increased by 17% QoQ.
OTHERS
BVH
123,600
1D -2.14%
5D 1.31%
Buy Vol. 973,400
Sell Vol. 1,082,100
VJC
123,600
1D -2.14%
5D 1.31%
Buy Vol. 973,400
Sell Vol. 1,082,100
FPT
88,800
1D 0.57%
5D -3.58%
Buy Vol. 2,862,200
Sell Vol. 2,134,200
MWG
134,000
1D 0.37%
5D -1.11%
Buy Vol. 1,734,100
Sell Vol. 1,693,000
PNJ
94,400
1D 0.85%
5D 0.32%
Buy Vol. 715,200
Sell Vol. 794,400
GVR
32,500
1D 2.20%
5D -8.45%
Buy Vol. 3,008,000
Sell Vol. 2,347,700
SSI
45,700
1D 1.11%
5D -6.45%
Buy Vol. 17,023,300
Sell Vol. 18,386,600
HPG
44,000
1D 1.15%
5D -5.78%
Buy Vol. 26,341,200
Sell Vol. 23,025,800
SSI: has just announced business results of its own financial statements for the fourth quarter of 2021 and for the whole year of 2021. Revenue and pre-tax profit in the fourth quarter of 2021 reached VND 2,681 billion and VND 1,264 billion, respectively. The parent company's profit after tax was VND 1,012 billion, 2.6 times higher than the same period last year. For the whole year, the Company recorded total revenue of VND 7,773 billion, profit before tax of VND 3,327 billion, up 72% and 113% respectively over the same period in 2020.
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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