Market brief 11/02/2022

VIETNAM STOCK MARKET

VN-INDEX

1,501.71

1D -0.34%

YTD 0.23%

VN30

1,545.92

1D -0.20%

YTD 0.66%

HNX

426.89

1D -0.32%

YTD -9.94%

UPCOM

112.54

1D -0.09%

YTD -0.12%

Net Foreign buy (B)

-545.91

1D 0.00%

YTD 0.00%

Total trading value (B)

25,196.61

1D 0.05%

YTD -18.91%

Foreign investors continued to net sell 545 billion dong in 11/2 session. VIC was still the most net-sold by foreign investors on HoSE with a value of 268 billion dong. KBC and VND were net sold 52.8 billion dong and 42.4 billion dong respectively. On the other side, CTG was bought the most with 35.4 billion dong. GMD and VCB were net bought at VND 30.6 billion and VND 25.6 billion, respectively.

ETF & DERIVATIVES

E1VFVN30

26,080

1D -0.34%

YTD 0.97%

FUEMAV30

18,230

1D 0.33%

YTD 0.77%

FUESSV30

19,230

1D 7.97%

YTD 1.21%

FUESSV50

22,890

1D 1.28%

YTD -0.04%

FUESSVFL

23,900

1D 1.14%

YTD 6.32%

FUEVFVND

28,680

1D 0.99%

YTD 2.25%

FUEVN100

20,210

1D 0.85%

YTD -5.91%

VN30F2209

1,524

1D 0.11%

YTD 0.00%

VN30F2206

1,527

1D 0.33%

YTD 0.00%

VN30F2203

1,539

1D 0.15%

YTD 0.00%

VN30F2202

1,543

1D 0.03%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,696.08

1D 0.00%

YTD -3.81%

Shanghai

3,462.95

1D -0.66%

YTD -4.86%

Kospi

2,747.71

1D -0.87%

YTD -7.72%

Hang Seng

24,906.66

1D 0.15%

YTD 6.45%

STI (Singapore)

3,428.95

1D 0.03%

YTD 9.77%

SET (Thái Lan)

1,699.20

1D -0.22%

YTD 2.51%

Crude oil ($/barrel)

90.28

1D 0.82%

YTD 18.01%

Gold ($/ounce)

1,827.85

1D 0.09%

YTD 0.39%

Asian stocks mostly followed Wall Street. Japanese market holiday. The Chinese market fell with Shanghai Composite down 0.66%, Shenzhen Component down 1.546%. Hong Kong's Hang Seng rose 0.15%. South Korea's Kospi index fell 0.87%.

VIETNAM ECONOMY

Vnibor

3.32%

YTD (bps) 251

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.05%

1D (bps) 3

YTD (bps) 4

10 year-Gov. Bond

2.03%

1D (bps) 1

YTD (bps) 3

USD/VND

22,905

1D (%) 0.42%

YTD (%) -0.15%

EUR/VND

26,268

1D (%) -1.86%

YTD (%) -0.76%

CNY/VND

3,638

1D (%) 0.00%

YTD (%) -0.55%

The Department of Labor, Invalids and Social Affairs of Ho Chi Minh City has just informed that for the first time in recent years, workers returning to the city to work have achieved a very high rate, up to more than 96%, timely supplementing employees. As of the morning of February 10, more than 1.9 million workers returned to Ho Chi Minh City to work.

SELECTED NEWS

VN30

BANK

VCB

90,000

1D -1.42%

5D 1.12%

Buy Vol. 1,685,600

Sell Vol. 2,250,800

BID

47,900

1D -1.03%

5D -0.10%

Buy Vol. 2,844,600

Sell Vol. 3,642,600

CTG

36,800

1D 0.14%

5D -0.27%

Buy Vol. 15,051,600

Sell Vol. 22,708,300

TCB

53,700

1D 0.19%

5D 1.70%

Buy Vol. 15,430,800

Sell Vol. 16,152,500

VPB

36,600

1D -0.27%

5D -0.14%

Buy Vol. 21,449,400

Sell Vol. 21,945,600

MBB

33,950

1D 0.59%

5D 0.74%

Buy Vol. 24,391,800

Sell Vol. 29,659,200

HDB

31,200

1D -0.95%

5D 0.97%

Buy Vol. 7,885,300

Sell Vol. 8,251,900

TPB

42,850

1D 4.00%

5D 2.15%

Buy Vol. 24,317,600

Sell Vol. 24,642,600

STB

35,300

1D 1.58%

5D -0.70%

Buy Vol. 47,647,600

Sell Vol. 32,726,500

ACB

35,700

1D 0.42%

5D 3.33%

Buy Vol. 18,902,700

Sell Vol. 18,921,300

Among 27 banks on the stock exchange, BIDV was the bank that reduced the most debt in group 5 in the fourth quarter when it handled VND 6,901 billion, equivalent to a decrease of nearly 50%. Compared to the end of 2020, BIDV's potentially loss-of-capital debt has more than halved to 6,979 billion. BIDV's Group 5 debt dropped sharply thanks to the promotion of bad debt handling in 2021. Besides the continuous For sale of bad debts, this bank also used nearly 19,345 billion dong of the reserve fund to deal with bad debts, in the fourth quarter alone, it used more than 7,200 billion dong.

REAL ESTATE

NVL

78,100

1D -0.51%

5D -2.25%

Buy Vol. 2,434,400

Sell Vol. 2,808,000

KDH

52,800

1D 0.00%

5D 5.60%

Buy Vol. 1,300,500

Sell Vol. 1,097,900

PDR

90,100

1D 0.11%

5D -0.77%

Buy Vol. 3,604,300

Sell Vol. 3,490,500

NVL: In 2021, revenue from the handover of projects such as NovaHills, Saigon Royal, Aqua City, NovaWorld Phan Thiet, NovaWorld Ho Tram, Victoria Village recorded VND 13,511 billion.

OIL & GAS

GAS

111,000

1D -0.89%

5D 1.83%

Buy Vol. 833,700

Sell Vol. 1,120,600

POW

18,300

1D -1.35%

5D 8.93%

Buy Vol. 42,623,000

Sell Vol. 47,475,200

PLX

59,400

1D -1.82%

5D 5.88%

Buy Vol. 4,568,300

Sell Vol. 5,624,800

PLX: Petrolimex holds an inventory of more than VND 13,384 billion, up 40% compared to the beginning of 2021. In which, goods (mainly gasoline and oil) are more than VND 9,623 billion.

VINGROUP

VIC

81,700

1D -2.74%

5D -15.77%

Buy Vol. 14,064,200

Sell Vol. 11,574,400

VHM

79,700

1D -0.50%

5D -0.75%

Buy Vol. 6,330,300

Sell Vol. 6,759,600

VRE

34,600

1D -3.89%

5D -1.00%

Buy Vol. 11,619,500

Sell Vol. 15,053,700

VIC: Business results in January 2021 show that VinFast's gasoline car sales decreased by more than 1,000 units after the news of production cessation.

FOOD & BEVERAGE

VNM

82,000

1D -0.85%

5D -1.32%

Buy Vol. 2,690,800

Sell Vol. 2,913,800

MSN

149,800

1D 0.13%

5D 4.76%

Buy Vol. 820,300

Sell Vol. 1,039,200

SAB

159,600

1D 1.66%

5D 7.33%

Buy Vol. 413,600

Sell Vol. 347,700

MSN: The CrownX forecasts 2022 revenue of up to VND 76,000 billion, which is Masan's main growth driver

OTHERS

BVH

132,800

1D -0.15%

5D 8.94%

Buy Vol. 1,087,200

Sell Vol. 1,182,300

VJC

132,800

1D -0.15%

5D 8.94%

Buy Vol. 1,087,200

Sell Vol. 1,182,300

FPT

91,600

1D -0.43%

5D 2.35%

Buy Vol. 1,456,600

Sell Vol. 1,839,600

MWG

135,300

1D -0.73%

5D 2.11%

Buy Vol. 1,159,600

Sell Vol. 1,376,100

PNJ

104,800

1D 1.45%

5D 0.77%

Buy Vol. 1,749,800

Sell Vol. 997,100

GVR

33,950

1D 1.04%

5D 8.81%

Buy Vol. 3,435,000

Sell Vol. 4,492,600

SSI

45,100

1D 0.00%

5D 0.11%

Buy Vol. 9,656,700

Sell Vol. 12,282,200

HPG

47,150

1D 0.32%

5D 11.73%

Buy Vol. 34,970,300

Sell Vol. 33,367,300

HPG: crude steel production in January reached 707,000 tons, up 5% over the same period. Sales volume reached 631,000 tons, including construction steel, billet, hot rolled coil; down nearly 6% over the same period and down 21% compared to the last month of 2021. In which, construction steel accounted for 382,000 tons, 2 times higher than the same period last year and up 8.2% compared to December 2021.