Market brief 25/02/2022
VIETNAM STOCK MARKET
VN-INDEX
1,498.89
1D 0.27%
YTD 0.04%
VN30
1,526.50
1D 0.29%
YTD -0.60%
HNX
440.16
1D 1.21%
YTD -7.14%
UPCOM
112.66
1D 0.30%
YTD -0.02%
Net Foreign buy (B)
-78.30
1D 0.00%
YTD 0.00%
Total trading value (B)
30,690.78
1D -27.95%
YTD -1.23%
Market liquidity today dropped sharply compared to the previous session. The total matched value reached 29,272 billion dong, down 29%, of which, the matched value on HoSE alone decreased 28% to 24,595 billion dong. Foreign investors net sold slightly more than 60 billion dong on HoSE.
ETF & DERIVATIVES
E1VFVN30
25,500
1D 0.39%
YTD -1.28%
FUEMAV30
17,950
1D 0.28%
YTD -0.77%
FUESSV30
18,890
1D 6.06%
YTD -0.58%
FUESSV50
22,700
1D -0.87%
YTD -0.87%
FUESSVFL
23,070
1D 2.08%
YTD 2.62%
FUEVFVND
29,500
1D 2.43%
YTD 5.17%
FUEVN100
20,060
1D 0.50%
YTD -6.61%
VN30F2209
1,512
1D 0.77%
YTD 0.00%
VN30F2206
1,507
1D 0.18%
YTD 0.00%
VN30F2203
1,517
1D 0.15%
YTD 0.00%
VN30F2202
1,540
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,476.50
1D 0.50%
YTD -8.04%
Shanghai
3,451.41
1D 0.63%
YTD -5.18%
Kospi
2,676.76
1D 1.06%
YTD -10.10%
Hang Seng
22,767.18
1D -0.75%
YTD -2.69%
STI (Singapore)
3,294.47
1D 0.56%
YTD 5.47%
SET (Thái Lan)
1,679.90
1D 1.03%
YTD 1.34%
Crude oil ($/barrel)
92.53
1D -2.83%
YTD 20.95%
Gold ($/ounce)
1,912.65
1D 0.09%
YTD 5.04%
Asian stocks mostly rose after Wall Street's rally. In Japan, the Nikkei 225 gained 0.5%. The Chinese market rose with the Shanghai Composite up 0.63%, Shenzhen Component up 1.21%. Hong Kong's Hang Seng fell 0.75%. South Korea's Kospi index increased 1.06%, Kosdaq increased 1.06%.
VIETNAM ECONOMY
Vnibor
2.56%
1D (bps) -1
YTD (bps) 175
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.43%
1D (bps) 9
YTD (bps) 42
10 year-Gov. Bond
2.11%
1D (bps) 8
YTD (bps) 11
USD/VND
23,045
1D (%) 0.28%
YTD (%) 0.46%
EUR/VND
25,958
1D (%) -1.35%
YTD (%) -1.93%
CNY/VND
3,684
1D (%) 0.14%
YTD (%) 0.71%
According to the plan guided by the circular, the State Bank and the Ministry of Finance can allocate limits to banks when the disbursement is close to reaching the maximum level. It is expected that the maximum funding source for the program implementation is VND 40,000 billion, equivalent to an average loan balance of VND 1 million billion per year with interest rate support.
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
- It is expected to allocate VND 40,000 billion to support interest rates in the final stage
- PwC: M&A activity hits a record with 62,000 deals in 2021, forecast to continue growing in 2022
- Imported an additional 2.4 million m3 of petroleum in the second quarter
- Ukraine's central bank restricts cash withdrawals and bans foreign currency purchases, people switch to cryptocurrencies
- Affected by the Russia-Ukraine conflict, gas supplies may be disrupted globally
- China injects $46 billion into financial system amid Russia-Ukraine conflict
VN30
BANK
VCB
85,100
1D -0.23%
5D -2.41%
Buy Vol. 2,598,300
Sell Vol. 2,327,700
BID
44,550
1D -0.11%
5D -0.34%
Buy Vol. 3,819,800
Sell Vol. 4,086,300
CTG
33,850
1D 0.00%
5D -2.17%
Buy Vol. 16,764,300
Sell Vol. 18,484,800
TCB
50,700
1D 0.40%
5D -1.74%
Buy Vol. 11,099,500
Sell Vol. 12,985,400
VPB
38,200
1D 3.52%
5D 6.41%
Buy Vol. 71,775,500
Sell Vol. 77,127,700
MBB
34,100
1D 0.29%
5D 4.44%
Buy Vol. 29,852,300
Sell Vol. 34,437,400
HDB
29,250
1D 1.56%
5D -0.85%
Buy Vol. 7,366,800
Sell Vol. 8,117,900
TPB
41,950
1D 1.70%
5D 2.82%
Buy Vol. 13,946,900
Sell Vol. 19,445,900
STB
33,000
1D 0.30%
5D -1.05%
Buy Vol. 29,827,200
Sell Vol. 35,645,800
ACB
34,350
1D -0.29%
5D 1.48%
Buy Vol. 8,329,800
Sell Vol. 11,896,600
Many banks have recently revealed their 2022 dividend plan. In that context, foreign investors tend to be net buyers at some banks with high payout ratios and attractive valuations such as VIB , OCB, CTG... In 2022, VIB plans to increase its charter capital to over 21,000 billion dong, up 35.7%. In which, the bank plans to distribute 35% bonus shares to shareholders from equity. At the meeting taking place in early April, ACB also has a plan to increase charter capital by shares. Specific plans have not been announced but in 2020 and 2021 this bank has issued shares to pay dividends at the rate of 30% and 25% respectively.
REAL ESTATE
NVL
76,300
1D 0.39%
5D -2.80%
Buy Vol. 5,675,300
Sell Vol. 4,922,000
KDH
53,300
1D 0.95%
5D -1.30%
Buy Vol. 1,426,600
Sell Vol. 1,487,700
PDR
87,500
1D -1.24%
5D -4.06%
Buy Vol. 3,135,000
Sell Vol. 3,563,500
NVL: Regarding the IPO plan, Nova Consumer plans to offer 10.9 million shares to the public for the first time, equivalent to 10% of capital. Minimum offering price is 43,462 VND/share.
OIL & GAS
GAS
117,200
1D -1.51%
5D 0.17%
Buy Vol. 1,884,900
Sell Vol. 2,385,900
POW
17,850
1D 0.56%
5D -3.77%
Buy Vol. 31,532,500
Sell Vol. 34,499,700
PLX
62,400
1D -1.58%
5D 4.35%
Buy Vol. 5,297,300
Sell Vol. 5,108,200
PLX: ENEOS Corporation registered to transfer all 65.7 million PLX shares, equivalent to 5.08%. The implementation period is from February 25, 2021 to March 26, 2021
VINGROUP
VIC
79,100
1D -1.25%
5D -3.77%
Buy Vol. 5,120,700
Sell Vol. 5,524,500
VHM
78,300
1D -0.38%
5D -1.76%
Buy Vol. 4,567,500
Sell Vol. 6,113,200
VRE
34,000
1D 0.00%
5D 1.19%
Buy Vol. 7,406,400
Sell Vol. 8,565,300
VHM: VHM's land is 16,800 hectares as of September 2021, the highest among listed real estate developers, about 3 times higher than the second is NVL.
FOOD & BEVERAGE
VNM
78,900
1D 0.38%
5D -2.11%
Buy Vol. 2,629,700
Sell Vol. 3,285,300
MSN
158,000
1D -0.94%
5D -3.25%
Buy Vol. 744,400
Sell Vol. 1,272,500
SAB
169,600
1D -0.06%
5D 0.12%
Buy Vol. 125,800
Sell Vol. 199,700
VNM: On December 23, 2021, VNM and Vilico received approval to invest dairy business in Hung Yen. Total investment is expected to be 4,600bVND with a designed capacity of 400m liters/year.
OTHERS
BVH
145,100
1D -1.96%
5D -2.62%
Buy Vol. 936,300
Sell Vol. 1,040,600
VJC
145,100
1D -1.96%
5D -2.62%
Buy Vol. 936,300
Sell Vol. 1,040,600
FPT
92,300
1D 0.33%
5D 0.11%
Buy Vol. 1,515,200
Sell Vol. 2,420,800
MWG
137,600
1D 0.58%
5D 2.69%
Buy Vol. 3,992,700
Sell Vol. 5,397,600
PNJ
107,800
1D -1.10%
5D 0.75%
Buy Vol. 2,786,600
Sell Vol. 2,786,500
GVR
34,000
1D 0.89%
5D 1.19%
Buy Vol. 2,661,000
Sell Vol. 3,562,900
SSI
45,700
1D 2.47%
5D 1.11%
Buy Vol. 23,915,300
Sell Vol. 29,237,900
HPG
45,900
1D -0.22%
5D -2.44%
Buy Vol. 21,388,900
Sell Vol. 23,806,900
HPG: The Group has been granted a decision on investment policy for Hoa Phat Dung Quat 2 Project, with a total investment of 85 trillion VND, focusing on hot-rolled coil production. Construction is expected to start at the end of the first quarter and be completed by the end of 2024. At that time, the total output of Hoa Phat Dung Quat Steel will reach 11 million tons of steel per year, contributing about 18 trillion VND to the state budget.
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
Pinetree Securities Corporation
-
Zalo OA: Chứng khoán Pinetree
-
Fanpage: Chứng khoán Pinetree
-
Youtube channel: Pinetree Securities
The posts are using photos and images from freepik and other free image stock websites.
