Market brief 16/02/2022

VIETNAM STOCK MARKET

VN-INDEX

1,492.10

1D -0.04%

YTD -0.41%

VN30

1,521.47

1D -0.39%

YTD -0.93%

HNX

429.12

1D 1.25%

YTD -9.47%

UPCOM

111.80

1D 0.52%

YTD -0.78%

Net Foreign buy (B)

-23.47

1D 0.00%

YTD 0.00%

Total trading value (B)

23,772.67

1D 8.68%

YTD -23.49%

Foreign investors traded cautiously, net sold 23 billion dong in session 16/2. Top the list of foreign investors' net selling on HoSE was VNM with nearly 80 billion dong. HPG and HDB were net sold 55.4 billion dong and 34 billion dong respectively. On the other side, VHM was bought the most with a value of 67 billion dong. STB and MSN were net bought at 52.8 billion dong and 48 billion dong respectively.

ETF & DERIVATIVES

E1VFVN30

25,910

1D 0.86%

YTD 0.31%

FUEMAV30

17,940

1D -0.39%

YTD -0.83%

FUESSV30

18,820

1D 5.67%

YTD -0.95%

FUESSV50

22,400

1D 0.00%

YTD -2.18%

FUESSVFL

22,450

1D -0.66%

YTD -0.13%

FUEVFVND

28,500

1D 0.00%

YTD 1.60%

FUEVN100

19,830

1D -0.85%

YTD -7.68%

VN30F2209

1,510

1D 0.05%

YTD 0.00%

VN30F2206

1,513

1D -0.03%

YTD 0.00%

VN30F2203

1,521

1D -0.01%

YTD 0.00%

VN30F2202

1,521

1D -0.07%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,460.40

1D 0.30%

YTD -4.62%

Shanghai

3,465.83

1D 0.57%

YTD -4.78%

Kospi

2,729.68

1D 1.99%

YTD -8.33%

Hang Seng

24,718.90

1D 0.60%

YTD 5.65%

STI (Singapore)

3,439.30

1D 0.52%

YTD 10.10%

SET (Thái Lan)

1,701.45

1D 0.00%

YTD 2.64%

Crude oil ($/barrel)

92.81

1D 1.11%

YTD 21.32%

Gold ($/ounce)

1,857.55

1D 0.22%

YTD 2.02%

Asian stocks rose, Japanese market led the region. In Japan, the Nikkei 225 gained 0.3%. The Chinese market rose with the Shanghai Composite up 0.57%. Hong Kong's Hang Seng rose 0.6%. China's consumer price index (CPI) rose 0.9 percent year-on-year in January, less than a forecast for a 1 percent increase from Reuters. Producer Price Index (PPI) in January increased by 9.1%, lower than forecast for a 9.5% increase. South Korea's Kospi index rose 1.99%.

VIETNAM ECONOMY

Vnibor

2.89%

1D (bps) -6

YTD (bps) 208

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.24%

1D (bps) 1

YTD (bps) 23

10 year-Gov. Bond

1.98%

1D (bps) 1

YTD (bps) -2

USD/VND

22,975

1D (%) 0.37%

YTD (%) 0.15%

EUR/VND

26,328

1D (%) -0.84%

YTD (%) -0.53%

CNY/VND

3,660

1D (%) 0.05%

YTD (%) 0.05%

According to data of the General Department of Customs, Vietnam's rice exports in January 2022 reached more than 505,700 tons, with a turnover of more than $246 million, up 3.2% in volume and down 2.8% in value compared to the previous month. Despite the decrease in value compared to December 2021, rice export results in the first month of 2022 increased by 46.3% in volume and 29.1% in value over the same period in 2021.

SELECTED NEWS

VN30

BANK

VCB

87,000

1D 0.00%

5D -4.19%

Buy Vol. 2,409,600

Sell Vol. 2,145,700

BID

45,150

1D -2.27%

5D -6.71%

Buy Vol. 5,031,300

Sell Vol. 4,574,000

CTG

34,650

1D -0.86%

5D -4.68%

Buy Vol. 13,132,000

Sell Vol. 16,082,000

TCB

51,600

1D -0.39%

5D -3.73%

Buy Vol. 10,456,400

Sell Vol. 11,445,500

VPB

35,650

1D -0.83%

5D -3.91%

Buy Vol. 12,605,400

Sell Vol. 16,187,700

MBB

32,650

1D -0.15%

5D -1.95%

Buy Vol. 16,797,300

Sell Vol. 17,317,400

HDB

29,250

1D -0.85%

5D -7.44%

Buy Vol. 7,533,500

Sell Vol. 8,668,000

TPB

40,400

1D -0.86%

5D -2.65%

Buy Vol. 5,454,300

Sell Vol. 4,589,800

STB

33,600

1D 0.30%

5D -4.14%

Buy Vol. 47,856,300

Sell Vol. 35,799,600

ACB

34,200

1D -0.87%

5D -3.93%

Buy Vol. 8,935,400

Sell Vol. 11,728,500

MBB: Demand deposits increased by 47.3% in the past year, helping the CASA ratio to reach 48.7%. CASA's uptrend is the result of a doubling in transaction value related to MB's various digital banking initiatives. In 2021, the MBBank app recorded about 6.3 million new users, accumulating 9.5 million users, an increase of 320% compared to 2020. Bank leaders said that up to now, transactions on digital channels at MB accounted for about 92%. The proportion of digital transactions ranks among the top in Asia.

REAL ESTATE

NVL

78,100

1D -1.14%

5D -1.14%

Buy Vol. 3,566,700

Sell Vol. 4,427,800

KDH

53,800

1D 0.56%

5D 1.32%

Buy Vol. 1,372,200

Sell Vol. 1,656,000

PDR

90,200

1D 0.22%

5D -0.66%

Buy Vol. 3,091,000

Sell Vol. 3,228,100

NVL: Nova Consumer aims to achieve a revenue of over 1 billion USD after 5 years of entering the consumer goods market, corresponding to an average growth rate of over 50% per year.

OIL & GAS

GAS

114,500

1D -2.47%

5D 4.09%

Buy Vol. 1,504,900

Sell Vol. 1,422,600

POW

18,200

1D 0.55%

5D 2.25%

Buy Vol. 50,374,300

Sell Vol. 47,595,100

PLX

59,000

1D 0.00%

5D -0.67%

Buy Vol. 4,091,200

Sell Vol. 3,978,100

Petrovietnam's crude oil production reached 0.93 million tons, exceeding 24.2% of the January plan. However, gas output was low due to the holiday period.

VINGROUP

VIC

82,900

1D -0.96%

5D -3.27%

Buy Vol. 3,798,200

Sell Vol. 4,671,900

VHM

80,000

1D 0.00%

5D -1.84%

Buy Vol. 3,927,000

Sell Vol. 6,881,100

VRE

34,300

1D 0.88%

5D -4.46%

Buy Vol. 8,707,400

Sell Vol. 7,858,100

VIC: Reported a loss after tax of more than VND 7,500 billion in 2021, the main reason being that real estate for rent, resort - entertainment was greatly affected by the prolonged lockdown.

FOOD & BEVERAGE

VNM

80,400

1D -0.99%

5D -2.90%

Buy Vol. 4,458,900

Sell Vol. 4,534,100

MSN

158,100

1D -1.50%

5D 7.84%

Buy Vol. 1,133,600

Sell Vol. 1,431,500

SAB

168,400

1D -0.94%

5D 9.49%

Buy Vol. 293,900

Sell Vol. 354,100

SAB: spend 962 billion dong to advance 2021 dividend at the rate of 15%. Last registration date to exercise the right to receive dividends on March 3 and payment date on March 23.

OTHERS

BVH

139,200

1D 0.00%

5D 3.11%

Buy Vol. 771,200

Sell Vol. 818,000

VJC

139,200

1D 0.00%

5D 3.11%

Buy Vol. 771,200

Sell Vol. 818,000

FPT

91,300

1D 0.22%

5D 0.66%

Buy Vol. 1,079,700

Sell Vol. 1,589,300

MWG

132,900

1D -0.30%

5D -2.99%

Buy Vol. 1,108,800

Sell Vol. 1,480,400

PNJ

106,300

1D 0.76%

5D 2.90%

Buy Vol. 1,206,300

Sell Vol. 1,397,300

GVR

33,750

1D 1.20%

5D 1.96%

Buy Vol. 1,867,500

Sell Vol. 2,337,700

SSI

44,900

1D 1.58%

5D -1.75%

Buy Vol. 10,344,700

Sell Vol. 10,899,800

HPG

46,000

1D 0.00%

5D -2.75%

Buy Vol. 16,814,400

Sell Vol. 22,018,600

HPG: Mr. Nguyen Ngoc Quang, Member of the Board of Directors registered to sell 1 million shares. The method of deal trading and order matching is from February 18 to March 19.