Market brief 22/02/2022
VIETNAM STOCK MARKET
VN-INDEX
1,503.47
1D -0.49%
YTD 0.35%
VN30
1,532.36
1D -0.07%
YTD -0.22%
HNX
434.43
1D -1.49%
YTD -8.35%
UPCOM
113.01
1D -0.58%
YTD 0.29%
Net Foreign buy (B)
-107.65
1D 0.00%
YTD 0.00%
Total trading value (B)
33,601.98
1D 19.92%
YTD 8.14%
Foreign investors no longer kept the positivity as in previous sessions but net sold again. Specifically, today's foreign capital flow bought 29.6 million shares, worth 1,238 billion dong, while selling 35.5 million shares, worth 1,339 billion dong. Total net selling volume was at 6 million shares, equivalent to a net selling value of 107 billion dong.
ETF & DERIVATIVES
E1VFVN30
25,900
1D 0.00%
YTD 0.27%
FUEMAV30
18,000
1D 0.00%
YTD -0.50%
FUESSV30
18,980
1D 6.57%
YTD -0.11%
FUESSV50
22,800
1D 1.33%
YTD -0.44%
FUESSVFL
23,000
1D 1.77%
YTD 2.31%
FUEVFVND
28,650
1D 0.53%
YTD 2.14%
FUEVN100
19,960
1D -0.70%
YTD -7.08%
VN30F2209
1,505
1D -0.67%
YTD 0.00%
VN30F2206
1,506
1D -0.92%
YTD 0.00%
VN30F2203
1,518
1D -0.82%
YTD 0.00%
VN30F2202
1,540
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,449.61
1D 0.28%
YTD -8.13%
Shanghai
3,457.15
1D 0.02%
YTD -5.02%
Kospi
2,706.79
1D 0.02%
YTD -9.10%
Hang Seng
23,520.00
1D -0.46%
YTD 0.52%
STI (Singapore)
3,400.58
1D -0.25%
YTD 8.86%
SET (Thái Lan)
1,691.12
1D -0.19%
YTD 2.02%
Crude oil ($/barrel)
93.84
1D 0.85%
YTD 22.67%
Gold ($/ounce)
1,897.70
1D -0.72%
YTD 4.22%
Asian stocks mixed, Hong Kong lost the most in the region. In Japan, the Nikkei 225 gained 0.28%. The Chinese market rose with the Shanghai Composite up 0.02%. Hong Kong's Hang Seng fell 0.46%. South Korea's Kospi index rose 0.02%.
VIETNAM ECONOMY
Vnibor
2.52%
1D (bps) 5
YTD (bps) 171
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.29%
1D (bps) -2
YTD (bps) 28
10 year-Gov. Bond
2.16%
1D (bps) 5
YTD (bps) 16
USD/VND
23,045
1D (%) 0.48%
YTD (%) 0.46%
EUR/VND
26,325
1D (%) -0.67%
YTD (%) -0.54%
CNY/VND
3,674
1D (%) 0.22%
YTD (%) 0.44%
It is proposed to add 20,450 billion VND to the planned capital in 2022 for economic recovery. If including the estimated capital in 2022 of projects under the Socio-Economic Development and Recovery Program, the total additional capital in 2022 is nearly 37,300 billion VND.
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
SELECTED NEWS
- Proposing to add 20,450 billion VND to the planned capital in 2022 for economic recovery
- By the end of 2022, the risk of bad debt is up to 6%
- Proposing the State Bank to loosen the credit room for banks
- IMF warns virtual currencies are not compatible with central bank digital currencies
- OPEC+ wants to maintain its current production increase plan
- Russia's Ministry of Finance paves the way for digital asset management law
VN30
BANK
VCB
86,800
1D -0.69%
5D -0.23%
Buy Vol. 3,013,100
Sell Vol. 2,258,500
BID
46,000
1D 1.66%
5D -0.43%
Buy Vol. 3,921,100
Sell Vol. 3,829,100
CTG
34,600
1D 0.58%
5D -1.00%
Buy Vol. 18,921,800
Sell Vol. 16,451,600
TCB
51,400
1D -0.19%
5D -0.77%
Buy Vol. 17,887,700
Sell Vol. 15,904,200
VPB
35,550
1D -0.97%
5D -1.11%
Buy Vol. 17,888,600
Sell Vol. 18,952,100
MBB
34,400
1D 5.36%
5D 5.20%
Buy Vol. 61,136,100
Sell Vol. 53,816,600
HDB
29,550
1D -0.17%
5D 0.17%
Buy Vol. 9,808,300
Sell Vol. 8,831,500
TPB
41,500
1D 1.47%
5D 1.84%
Buy Vol. 12,226,900
Sell Vol. 14,190,600
STB
33,700
1D 1.51%
5D 0.60%
Buy Vol. 45,983,500
Sell Vol. 38,546,100
ACB
34,700
1D 0.87%
5D 0.58%
Buy Vol. 13,185,600
Sell Vol. 13,572,300
Following the credit growth, the total bad debt at 27 banks as of December 31, 2021 also increased, accounting for 98.878b VND of the total outstanding loans, up 10.22% yoy. In which, 9/27 banks announced that bad debt decreased compared to the beginning of the year, all decreased by less than 10%, except for some banks that improved strongly such as Eximbank (-11.33%), BIDV (-37.94%), OCB ( -10.54%) and KLB (-61.43%). It is alarming that in the opposite direction, bad debts of banks increased by 45% on average. Some banks also had a sudden increase such as Vietbank (+135%), NCB (+105%), NAB (+116%).
REAL ESTATE
NVL
78,100
1D -0.51%
5D -1.14%
Buy Vol. 4,058,900
Sell Vol. 4,721,700
KDH
53,900
1D -0.55%
5D 0.75%
Buy Vol. 2,645,500
Sell Vol. 2,737,200
PDR
89,800
1D -1.54%
5D -0.22%
Buy Vol. 3,508,500
Sell Vol. 4,003,300
NVL: just issued VND1,000 billion of bonds with a term of 12 months. Release date is December 24, 2021, completion date is February 15.
OIL & GAS
GAS
116,500
1D 0.60%
5D -0.77%
Buy Vol. 1,209,500
Sell Vol. 1,662,400
POW
17,800
1D -3.26%
5D -1.66%
Buy Vol. 79,754,500
Sell Vol. 64,513,400
PLX
62,000
1D 3.51%
5D 5.08%
Buy Vol. 9,938,700
Sell Vol. 10,465,000
PLX: Compared to nearly a month ago, the market price of PLX has increased by nearly 15% to 62,300 VND/share, the highest in more than 3 years due to the record high gasoline price.
VINGROUP
VIC
82,000
1D -1.91%
5D -2.03%
Buy Vol. 4,746,500
Sell Vol. 5,197,000
VHM
79,300
1D -0.88%
5D -0.88%
Buy Vol. 7,974,300
Sell Vol. 9,633,800
VRE
34,500
1D 1.17%
5D 1.47%
Buy Vol. 12,984,700
Sell Vol. 14,099,200
VHM: Vinhomes will invest more than 9,300 billion VND in the construction of the central industrial park, block CN4, CN5 Vung Ang Economic Zone with an area of nearly 1,236 hectares.
FOOD & BEVERAGE
VNM
80,000
1D -1.23%
5D -1.48%
Buy Vol. 4,682,000
Sell Vol. 5,236,400
MSN
157,500
1D -1.75%
5D -1.87%
Buy Vol. 831,200
Sell Vol. 967,700
SAB
168,400
1D -0.71%
5D -0.94%
Buy Vol. 235,300
Sell Vol. 273,000
MSN: Behind the valuation of more than 8000b dong, the P/E forward 15x - equivalent to Vinamilk of the M&A between Phuc Long and Masan is the synergistic advantage of the two giants..
OTHERS
BVH
142,800
1D -2.19%
5D 2.59%
Buy Vol. 1,201,800
Sell Vol. 1,164,400
VJC
142,800
1D -2.19%
5D 2.59%
Buy Vol. 1,201,800
Sell Vol. 1,164,400
FPT
92,900
1D -0.64%
5D 1.98%
Buy Vol. 1,940,600
Sell Vol. 2,392,600
MWG
137,700
1D 2.84%
5D 3.30%
Buy Vol. 4,957,300
Sell Vol. 5,221,100
PNJ
110,000
1D 3.29%
5D 4.27%
Buy Vol. 4,022,000
Sell Vol. 4,368,700
GVR
34,250
1D -1.01%
5D 2.70%
Buy Vol. 2,919,700
Sell Vol. 2,868,000
SSI
45,000
1D -2.17%
5D 1.81%
Buy Vol. 13,478,900
Sell Vol. 14,884,200
HPG
46,400
1D -0.54%
5D 0.87%
Buy Vol. 29,518,500
Sell Vol. 28,790,100
PNJ: announced January net revenue of 3,476 billion dong, up 60% over the same period last year; EAT is 270 billion dong, up 60.7% and is the highest level since announcing monthly profit. The reason is due to the strong growth from the retail channel.
Market by numbers
TOP MOST TRADED TICKERS (VOLUME - IN MILLION)
FOREIGN NET FLOW 10 NEAREST SESSIONS (BILLION VND)
TOP INCREASES 3 CONSECUTIVE SESSIONS
TOP DECREASES 3 CONSECUTIVE SESSIONS
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