Market brief 10/02/2022

VIETNAM STOCK MARKET

VN-INDEX

1,506.79

1D 0.09%

YTD 0.57%

VN30

1,548.95

1D -0.22%

YTD 0.86%

HNX

428.24

1D 0.95%

YTD -9.65%

UPCOM

112.64

1D 0.57%

YTD -0.04%

Net Foreign buy (B)

-732.89

1D 0.00%

YTD 0.00%

Total trading value (B)

25,184.74

1D -11.73%

YTD -18.95%

According to data from the Securities Depository Center (VSD), the number of new domestic individual investor accounts opened in January reached 194,310 units, down 14.2% compared to the number of new openings in December 2021. Although down from two months ago, this is the month with the third highest number of new domestic individual accounts opening in history.

ETF & DERIVATIVES

E1VFVN30

26,170

1D -0.49%

YTD 1.32%

FUEMAV30

18,170

1D -0.82%

YTD 0.44%

FUESSV30

19,150

1D 7.52%

YTD 0.79%

FUESSV50

22,600

1D -0.44%

YTD -1.31%

FUESSVFL

23,630

1D 0.13%

YTD 5.12%

FUEVFVND

28,400

1D -0.98%

YTD 1.25%

FUEVN100

20,040

1D -2.15%

YTD -6.70%

VN30F2209

1,522

1D -0.11%

YTD 0.00%

VN30F2206

1,522

1D -0.60%

YTD 0.00%

VN30F2203

1,537

1D -0.11%

YTD 0.00%

VN30F2202

1,543

1D 0.10%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,696.08

1D 0.14%

YTD -3.81%

Shanghai

3,485.91

1D 0.17%

YTD -4.23%

Kospi

2,771.93

1D 0.11%

YTD -6.91%

Hang Seng

24,924.35

1D 0.39%

YTD 6.52%

STI (Singapore)

3,428.00

1D 0.23%

YTD 9.74%

SET (Thái Lan)

1,703.00

1D -0.01%

YTD 2.74%

Crude oil ($/barrel)

89.74

1D 0.06%

YTD 17.31%

Gold ($/ounce)

1,833.45

1D -0.07%

YTD 0.69%

Asian stocks rose, investors awaited US inflation data. In Japan, the Nikkei 225 gained 0.14%. The Chinese market was mixed with the Shanghai Composite up 0.17%. Hong Kong's Hang Seng rose 0.39%. South Korea's Kospi index rose 0.11%.

VIETNAM ECONOMY

Vnibor

3.32%

1D (bps) 73

YTD (bps) 251

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.02%

1D (bps) -15

YTD (bps) 1

10 year-Gov. Bond

2.02%

1D (bps) 11

YTD (bps) 2

USD/VND

22,810

1D (%) -0.04%

YTD (%) -0.57%

EUR/VND

26,674

1D (%) 0.18%

YTD (%) 0.78%

CNY/VND

3,636

1D (%) 0.03%

YTD (%) -0.60%

According to the General Department of Customs, during the 2022 Lunar New Year holiday (from January 29 to February 6, 2022), the whole country has 2,462 enterprises engaged in import and export of goods, 2.56 times more than the number during the Tet holiday in 2021. The total import-export value of the country reached 3.05 billion USD, a sharp increase of 83% compared to the Tet holiday in 2021.

SELECTED NEWS

VN30

BANK

VCB

91,300

1D 0.55%

5D 2.58%

Buy Vol. 2,425,000

Sell Vol. 2,724,800

BID

48,400

1D 0.00%

5D 0.94%

Buy Vol. 3,856,100

Sell Vol. 5,555,600

CTG

36,750

1D 1.10%

5D -0.41%

Buy Vol. 16,530,100

Sell Vol. 18,124,600

TCB

53,600

1D 0.00%

5D 1.52%

Buy Vol. 16,922,500

Sell Vol. 21,035,000

VPB

36,700

1D -1.08%

5D 0.14%

Buy Vol. 25,175,200

Sell Vol. 27,849,300

MBB

33,750

1D 1.35%

5D 0.15%

Buy Vol. 45,430,600

Sell Vol. 42,239,900

HDB

31,500

1D -0.32%

5D 1.94%

Buy Vol. 9,221,000

Sell Vol. 10,870,700

TPB

41,200

1D -0.72%

5D -1.79%

Buy Vol. 5,913,300

Sell Vol. 6,894,400

STB

34,750

1D -0.86%

5D -2.25%

Buy Vol. 62,625,300

Sell Vol. 61,089,400

ACB

35,550

1D -0.14%

5D 2.89%

Buy Vol. 13,512,400

Sell Vol. 13,629,400

TCB: According to Brand Finance's announcement, Techcombank is one of the banking brands with the fastest growth in value globally, surpassing 74 places and reaching the Top 200 Most Valuable Global Banking Brands in 2022 by the organization. In the list, Techcombank was valued at 945 million USD by Brand Finance, promoted to 74 places, from 270 to 196. With this result, Techcombank is one of only two Vietnamese banks mentioned by Brand Finance in value growth.

REAL ESTATE

NVL

78,500

1D -0.63%

5D -1.75%

Buy Vol. 3,454,400

Sell Vol. 4,335,100

KDH

52,800

1D -0.56%

5D 5.60%

Buy Vol. 2,072,200

Sell Vol. 1,939,000

PDR

90,000

1D -0.88%

5D -0.88%

Buy Vol. 3,457,100

Sell Vol. 3,747,700

NVL: NovaGroup wants to research and invest in 3 projects of nearly 500 hectares in Dong Thap, including Green Dragon Smart Urban, Bui Thanh Thuy craft village and Las Vegas Island project.

OIL & GAS

GAS

112,000

1D 1.82%

5D 2.75%

Buy Vol. 1,737,200

Sell Vol. 1,324,800

POW

18,550

1D 4.21%

5D 10.42%

Buy Vol. 75,281,300

Sell Vol. 70,411,100

PLX

60,500

1D 1.85%

5D 7.84%

Buy Vol. 4,936,800

Sell Vol. 6,240,600

Oil prices were steady around $90 a barrel on Wednesday, but the prospect of increased supply from Iran and the United States weighed on the market.

VINGROUP

VIC

84,000

1D -1.98%

5D -13.40%

Buy Vol. 17,309,600

Sell Vol. 14,990,200

VHM

80,100

1D -1.72%

5D -0.25%

Buy Vol. 9,032,200

Sell Vol. 10,300,800

VRE

36,000

1D 0.28%

5D 3.00%

Buy Vol. 16,564,800

Sell Vol. 21,258,700

VIC: The Van Village project in Da Nang has a scale of nearly 1,000ha, including 60% of land, 40% of water surface, an investment of about VND 35,000 billion, invested by Vinpearl

FOOD & BEVERAGE

VNM

82,700

1D -0.12%

5D -0.48%

Buy Vol. 2,869,200

Sell Vol. 3,310,300

MSN

149,600

1D 2.05%

5D 4.62%

Buy Vol. 2,373,100

Sell Vol. 2,184,000

SAB

157,000

1D 2.08%

5D 5.58%

Buy Vol. 326,200

Sell Vol. 330,200

MSN: in January MSN bought an additional 31% of Phuc Long's capital, bringing its ownership rate to 51%. At $110 million for a 31% stake, Phuc Long is valued at $355 million.

OTHERS

BVH

133,000

1D -1.48%

5D 9.11%

Buy Vol. 1,286,200

Sell Vol. 1,373,800

VJC

133,000

1D -1.48%

5D 9.11%

Buy Vol. 1,286,200

Sell Vol. 1,373,800

FPT

92,000

1D 1.43%

5D 2.79%

Buy Vol. 1,810,900

Sell Vol. 1,690,500

MWG

136,300

1D -0.51%

5D 2.87%

Buy Vol. 1,560,700

Sell Vol. 1,956,000

PNJ

103,300

1D 0.00%

5D -0.67%

Buy Vol. 1,742,500

Sell Vol. 1,737,500

GVR

33,600

1D 1.51%

5D 7.69%

Buy Vol. 3,083,500

Sell Vol. 2,975,000

SSI

45,100

1D -1.31%

5D 0.11%

Buy Vol. 11,332,600

Sell Vol. 14,235,800

HPG

47,000

1D -0.63%

5D 11.37%

Buy Vol. 36,040,500

Sell Vol. 48,130,600

SSI: is expected to issue 10m ESOP, accounting for 1.018% of the total number of outstanding shares. The shares on offer are only transferable 50% after 2 years and the remaining 50% after 3 years from the issuance date. The asking price is 10,000 VND/share, 78% lower than SSI's current market price of 45,700 VND/share. According to SSI, the proceeds from the issuance will be used to supplement working capital for the company.