Market brief 09/02/2022

VIETNAM STOCK MARKET

VN-INDEX

1,505.38

1D 0.29%

YTD 0.47%

VN30

1,552.44

1D 0.13%

YTD 1.09%

HNX

424.19

1D 1.51%

YTD -10.51%

UPCOM

112.00

1D 0.43%

YTD -0.60%

Net Foreign buy (B)

252.02

1D 0.00%

YTD 0.00%

Total trading value (B)

28,532.61

1D 11.32%

YTD -8.17%

Session 9/2: Foreign investors returned to a net buying of 252 billion dong on the whole market. The buying force of foreign investors focused on disbursing FUEVFVND fund certificates and VND and GEX stocks while net selling VIC and NVL.

ETF & DERIVATIVES

E1VFVN30

26,300

1D 0.77%

YTD 1.82%

FUEMAV30

18,320

1D 0.38%

YTD 1.27%

FUESSV30

18,770

1D 5.39%

YTD -1.21%

FUESSV50

22,700

1D 0.89%

YTD -0.87%

FUESSVFL

23,600

1D 0.85%

YTD 4.98%

FUEVFVND

28,680

1D -0.62%

YTD 2.25%

FUEVN100

20,480

1D 2.25%

YTD -4.66%

VN30F2209

1,524

1D 0.12%

YTD 0.00%

VN30F2206

1,531

1D 0.54%

YTD 0.00%

VN30F2203

1,538

1D 0.33%

YTD 0.00%

VN30F2202

1,541

1D 0.36%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,579.87

1D 0.27%

YTD -4.21%

Shanghai

3,479.95

1D 0.79%

YTD -4.39%

Kospi

2,768.85

1D 0.81%

YTD -7.01%

Hang Seng

24,829.99

1D 0.31%

YTD 6.12%

STI (Singapore)

3,420.04

1D 0.54%

YTD 9.49%

SET (Thái Lan)

1,703.16

1D 1.12%

YTD 2.75%

Crude oil ($/barrel)

89.04

1D -0.66%

YTD 16.39%

Gold ($/ounce)

1,828.95

1D 0.11%

YTD 0.45%

Asian stocks rose, South Korea led the region. In Japan, the Nikkei 225 gained 0.27%. Shares of Softbank Group rose 5.85% after the group announced plans to list Arm. The previous Arm sale to Nvidia failed. The Chinese market rose with the Shanghai Composite up 0.79%. Hong Kong's Hang Seng rose 0.31% with the tech sector flourishing. South Korea's Kospi index rose 0.81%.

VIETNAM ECONOMY

Vnibor

2.59%

1D (bps) 32

YTD (bps) 178

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.17%

1D (bps) 14

YTD (bps) 16

10 year-Gov. Bond

1.91%

1D (bps) -11

YTD (bps) -9

USD/VND

22,823

1D (%) -0.29%

YTD (%) -0.51%

EUR/VND

26,648

1D (%) -0.22%

YTD (%) 0.68%

CNY/VND

3,635

1D (%) -0.22%

YTD (%) -0.63%

According to the SBV, as of January 28, 2022, credit outstanding increased by about 2.74% compared to the end of 2021 (up 16.32% over the same period last year and much higher than the growth rate of 0.53% of January 2021. Before that, credit growth had a strong breakthrough in Q4.2021, bringing the total outstanding loan of the whole economy to nearly 10.44m billion at the end of the year. It is estimated that the amount of credit pumped out in January is about 286 trillion dong.

SELECTED NEWS

VN30

BANK

VCB

90,800

1D -1.30%

5D 2.02%

Buy Vol. 2,704,200

Sell Vol. 2,513,300

BID

48,400

1D 2.22%

5D 0.94%

Buy Vol. 7,237,500

Sell Vol. 7,279,700

CTG

36,350

1D -0.41%

5D -1.49%

Buy Vol. 14,742,900

Sell Vol. 19,215,800

TCB

53,600

1D -0.37%

5D 1.52%

Buy Vol. 24,785,400

Sell Vol. 31,749,700

VPB

37,100

1D -0.54%

5D 1.23%

Buy Vol. 25,021,100

Sell Vol. 33,693,100

MBB

33,300

1D -1.48%

5D -1.19%

Buy Vol. 35,054,000

Sell Vol. 37,959,500

HDB

31,600

1D 0.64%

5D 2.27%

Buy Vol. 11,458,100

Sell Vol. 16,493,800

TPB

41,500

1D -1.19%

5D -1.07%

Buy Vol. 7,504,900

Sell Vol. 10,674,900

STB

35,050

1D -2.23%

5D -1.41%

Buy Vol. 54,204,800

Sell Vol. 60,399,700

ACB

35,600

1D -0.42%

5D 3.04%

Buy Vol. 15,713,100

Sell Vol. 21,989,200

Last year was Vietnamese banking market witnessed the excitement of the digital transformation process, with some banks even expecting to transform themselves into digital creation to help customers transact 365+, unlimited space, transaction time. Techcombank focuses on developing customer experience on online banking (Ebanking), minimizing transaction time and costs for customers. MBBank has integrated all banking transactions and financial management completely free of charge on MBBank and Biz MBBank apps. Other emerging names such as VPBank NEO of VPBank, Ipay of VietinBank.

REAL ESTATE

NVL

79,000

1D -0.25%

5D -1.13%

Buy Vol. 3,552,300

Sell Vol. 3,661,600

KDH

53,100

1D 5.36%

5D 6.20%

Buy Vol. 3,325,500

Sell Vol. 2,583,100

PDR

90,800

1D 2.02%

5D 0.00%

Buy Vol. 4,961,300

Sell Vol. 4,547,100

NVL: has a high prepayment of more than 8,305 billion VND, double compared to the beginning of the year, this figure only accounts for about 4% of total assets of the company.

OIL & GAS

GAS

110,000

1D -3.51%

5D 0.92%

Buy Vol. 2,699,300

Sell Vol. 2,641,300

POW

17,800

1D -0.56%

5D 5.95%

Buy Vol. 27,213,600

Sell Vol. 32,417,400

PLX

59,400

1D 1.02%

5D 5.88%

Buy Vol. 4,997,900

Sell Vol. 6,186,400

The US and Iran resumed indirect negotiations, oil prices plummeted. Brent oil futures fell $1.91, or 2.1%, to $90.78 a barrel.

VINGROUP

VIC

85,700

1D -1.83%

5D -11.65%

Buy Vol. 13,229,300

Sell Vol. 11,251,000

VHM

81,500

1D 0.37%

5D 1.49%

Buy Vol. 6,795,600

Sell Vol. 8,336,200

VRE

35,900

1D 1.13%

5D 2.72%

Buy Vol. 8,993,200

Sell Vol. 11,078,500

VHM: recorded the largest prepayment in the housing real estate industry with VND8,916b, equivalent to 4% of total capital, but a sharp decrease of 67% compared to the beginning of the year.

FOOD & BEVERAGE

VNM

82,800

1D 0.98%

5D -0.36%

Buy Vol. 3,138,000

Sell Vol. 3,702,400

MSN

146,600

1D 0.76%

5D 2.52%

Buy Vol. 1,172,300

Sell Vol. 977,400

SAB

153,800

1D -0.65%

5D 3.43%

Buy Vol. 222,100

Sell Vol. 213,700

VNM: In Q4.2021, gross profit margin decreased from 46.2% to 42.5%, continuing to decrease compared to Q3.2021 and to the lowest level in 5 years.

OTHERS

BVH

135,000

1D 2.66%

5D 10.75%

Buy Vol. 1,485,600

Sell Vol. 1,302,100

VJC

135,000

1D 2.66%

5D 10.75%

Buy Vol. 1,485,600

Sell Vol. 1,302,100

FPT

90,700

1D 0.11%

5D 1.34%

Buy Vol. 1,685,000

Sell Vol. 2,170,900

MWG

137,000

1D 0.51%

5D 3.40%

Buy Vol. 1,795,700

Sell Vol. 2,374,800

PNJ

103,300

1D -1.62%

5D -0.67%

Buy Vol. 1,537,500

Sell Vol. 2,123,700

GVR

33,100

1D 0.30%

5D 6.09%

Buy Vol. 2,206,900

Sell Vol. 2,240,400

SSI

45,700

1D 0.11%

5D 1.44%

Buy Vol. 11,871,400

Sell Vol. 17,047,600

HPG

47,300

1D 3.84%

5D 12.09%

Buy Vol. 61,936,100

Sell Vol. 69,610,400

HPG: At the end of 2021, HPG made a provision of 235.5 billion dong to reduce the price of inventories, up from 86.5 billion at the beginning of the year and 65.8 billion in Q3.2021. The group's inventory value reached VND 42,370 billion, an increase of nearly VND 16,000 billion compared to the beginning of the year. In which, raw materials and materials reached 19,939 billion VND, set aside 121 billion VND; finished products 9,968 billion VND, set aside 50 billion VND.