Market brief 07/02/2022

VIETNAM STOCK MARKET

VN-INDEX

1,497.66

1D 1.26%

YTD -0.04%

VN30

1,541.25

1D 0.59%

YTD 0.36%

HNX

419.33

1D 0.62%

YTD -11.53%

UPCOM

110.75

1D 0.97%

YTD -1.71%

Net Foreign buy (B)

336.03

1D 0.00%

YTD 0.00%

Total trading value (B)

20,754.25

1D -13.94%

YTD -33.21%

Foreign investors continued to net buy 336 billion dong in the first session of the year 2022. On HoSE only, foreign investors had the 5th net buying session in a row with a value down 9.3% compared to the session before the holiday and reached VND 306 billion, equivalent to a net buying volume of 7.2 million shares. Generally, in the past 5 sessions, foreign investors on HoSE had a total net buying of 2,400 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,910

1D 0.66%

YTD 0.31%

FUEMAV30

18,170

1D 0.72%

YTD 0.44%

FUESSV30

19,210

1D 7.86%

YTD 1.11%

FUESSV50

22,700

1D 2.71%

YTD -0.87%

FUESSVFL

23,220

1D 6.96%

YTD 3.29%

FUEVFVND

28,380

1D 1.72%

YTD 1.18%

FUEVN100

19,990

1D 0.30%

YTD -6.94%

VN30F2209

1,521

1D 0.51%

YTD 0.00%

VN30F2206

1,519

1D 0.26%

YTD 0.00%

VN30F2203

1,532

1D 0.25%

YTD 0.00%

VN30F2202

1,533

1D 0.31%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,248.87

1D 0.23%

YTD -5.36%

Shanghai

3,429.58

1D 2.03%

YTD -5.78%

Kospi

2,745.06

1D 3.07%

YTD -7.81%

Hang Seng

24,579.55

1D 0.66%

YTD 5.05%

STI (Singapore)

3,366.48

1D 3.70%

YTD 7.77%

SET (Thái Lan)

1,677.24

1D 2.30%

YTD 1.18%

Crude oil ($/barrel)

91.20

1D -1.41%

YTD 19.22%

Gold ($/ounce)

1,812.35

1D 0.10%

YTD -0.46%

Asian stocks all rose, the Chinese market increased by more than 2% after the Tet holiday. In Japan, the Nikkei 225 gained 0.23%. The Chinese market went up with Shanghai Composite up 2.03%, Shenzhen Component up 0.965%. Hong Kong's Hang Seng rose 0.66%. South Korea's Kospi index rose 3.07%.

VIETNAM ECONOMY

Vnibor

2.42%

YTD (bps) 161

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.20%

1D (bps) 1

YTD (bps) 19

10 year-Gov. Bond

1.91%

1D (bps) 4

YTD (bps) -9

USD/VND

22,890

1D (%) 0.50%

YTD (%) -0.22%

EUR/VND

26,350

1D (%) -1.05%

YTD (%) -0.45%

CNY/VND

3,635

1D (%) 0.11%

YTD (%) -0.63%

The State Bank's data shows that the amount of deposits of residents and economic organizations at the end of November 2021 reached more than 10.68 million billion, up 6.6% compared to the end of 2020 - the growth rate. The lowest 11 months since this data was announced by the SBV. In which, deposits of residents only increased by 2.63% and deposits of economic organizations increased by 10.78%.

SELECTED NEWS

VN30

BANK

VCB

92,400

1D 3.82%

5D 3.82%

Buy Vol. 2,761,000

Sell Vol. 2,055,700

BID

47,400

1D -1.15%

5D -1.15%

Buy Vol. 4,714,200

Sell Vol. 5,988,800

CTG

36,300

1D -1.63%

5D -1.63%

Buy Vol. 22,125,200

Sell Vol. 25,373,000

TCB

52,800

1D 0.00%

5D 0.00%

Buy Vol. 13,419,800

Sell Vol. 19,732,800

VPB

36,300

1D -0.95%

5D -0.95%

Buy Vol. 16,788,400

Sell Vol. 22,239,100

MBB

33,800

1D 0.30%

5D 0.30%

Buy Vol. 23,313,000

Sell Vol. 30,224,600

HDB

31,100

1D 0.65%

5D 0.65%

Buy Vol. 8,797,900

Sell Vol. 11,329,800

TPB

41,700

1D -0.60%

5D -0.60%

Buy Vol. 7,884,100

Sell Vol. 13,718,200

STB

35,600

1D 0.14%

5D 0.14%

Buy Vol. 36,376,700

Sell Vol. 35,549,100

ACB

34,700

1D 0.43%

5D 0.43%

Buy Vol. 7,384,200

Sell Vol. 9,300,900

TCB has just released a financial report showing that the balance of demand deposits and margin deposits at the end of 2021 has increased to VND 158,900 billion (up 24% compared to 2020). The CASA ratio as of December 31, 2021 reached 50.5%, a significant improvement from 46% in 2020 and a record high in the banking system. Meanwhile at MBB, total customer deposits in the past year increased by 23.7% to 384,692 billion dong. Demand deposits of the bank increased by 1.5 times to 171,396 billion dong, being one of the banks with the strongest growth. Besides, margin deposits also jumped 66% to 11,728 billion dong.

REAL ESTATE

NVL

80,000

1D 0.13%

5D 0.13%

Buy Vol. 2,996,500

Sell Vol. 3,195,200

KDH

50,600

1D 1.20%

5D 1.20%

Buy Vol. 1,066,300

Sell Vol. 928,500

PDR

91,000

1D 0.22%

5D 0.22%

Buy Vol. 3,144,300

Sell Vol. 3,428,200

KDH: Vietnam Market Access Stock Investment Fund, a unit related to an insider, bought and matched 400,000 KDH shares from January 5 to January 27.

OIL & GAS

GAS

114,700

1D 5.23%

5D 5.23%

Buy Vol. 1,769,200

Sell Vol. 1,687,300

POW

17,850

1D 6.25%

5D 6.25%

Buy Vol. 74,784,700

Sell Vol. 37,092,800

PLX

58,700

1D 4.63%

5D 4.63%

Buy Vol. 6,450,800

Sell Vol. 6,199,500

GAS: received a "heavy" task assigned by the Vietnam Oil and Gas Group (PVN) with the target of gas and LNG supply increasing by 25% compared to the implementation in 2021.

VINGROUP

VIC

91,200

1D -5.98%

5D -5.98%

Buy Vol. 9,665,700

Sell Vol. 12,171,700

VHM

82,200

1D 2.37%

5D 2.37%

Buy Vol. 7,476,900

Sell Vol. 8,745,700

VRE

35,500

1D 1.57%

5D 1.57%

Buy Vol. 17,650,100

Sell Vol. 21,698,000

VIC: Additional issue of 8,720,770 ordinary shares to convert preference shares, bringing the total number of outstanding shares to 3,813,925,561 shares.

FOOD & BEVERAGE

VNM

83,500

1D 0.48%

5D 0.48%

Buy Vol. 2,765,200

Sell Vol. 2,907,200

MSN

147,900

1D 3.43%

5D 3.43%

Buy Vol. 990,600

Sell Vol. 933,200

SAB

152,100

1D 2.29%

5D 2.29%

Buy Vol. 197,600

Sell Vol. 155,900

VNM: From February 9 to March 10, F&N Diary Investments PTE.LTD, a unit related to a member of the BOD, registered to buy 20.9 million shares. raising holdings to 390.65 million units (18.69%)

OTHERS

BVH

130,400

1D 6.97%

5D 6.97%

Buy Vol. 1,753,400

Sell Vol. 1,162,100

VJC

130,400

1D 6.97%

5D 6.97%

Buy Vol. 1,753,400

Sell Vol. 1,162,100

FPT

89,500

1D 0.00%

5D 0.00%

Buy Vol. 908,700

Sell Vol. 1,102,400

MWG

133,900

1D 1.06%

5D 1.06%

Buy Vol. 1,359,100

Sell Vol. 1,792,700

PNJ

107,300

1D 3.17%

5D 3.17%

Buy Vol. 2,033,300

Sell Vol. 1,983,600

GVR

32,200

1D 3.21%

5D 3.21%

Buy Vol. 1,954,500

Sell Vol. 1,308,200

SSI

45,850

1D 1.78%

5D 1.78%

Buy Vol. 16,181,900

Sell Vol. 17,375,900

HPG

43,050

1D 2.01%

5D 2.01%

Buy Vol. 30,054,700

Sell Vol. 23,644,500

HPG: In early February 2022, Hoa Phat Dung Quat Steel Joint Stock Company signed a contract to export the first batch of hot rolled coil (HRC) to Italy with a volume of 35,000 tons. The first order of the year going to Europe opens up a large consumption market for Hoa Phat Group's products.