Market brief 02/03/2022
VIETNAM STOCK MARKET
VN-INDEX
1,485.52
1D -0.88%
YTD -0.85%
VN30
1,498.61
1D -1.42%
YTD -2.42%
HNX
442.25
1D -0.30%
YTD -6.70%
UPCOM
111.80
1D -0.52%
YTD -0.78%
Net Foreign buy (B)
-1,161.87
1D 0.00%
YTD 0.00%
Total trading value (B)
35,657.80
1D 13.48%
YTD 14.76%
Foreign investors had the strongest net selling session since the beginning of the year with a value of nearly 1,162 billion dong. Bank shares HDB and steel industry HPG today were the two stocks under the strongest net selling pressure of foreign investors net selling with value of 154 and 131 billion dong. Following the list of net sellers are CTG (105 billion dong), KBC (77 billion dong), VIC (67 billion dong).
ETF & DERIVATIVES
E1VFVN30
25,400
1D -0.78%
YTD -1.66%
FUEMAV30
17,660
1D -1.12%
YTD -2.38%
FUESSV30
18,800
1D 5.56%
YTD -1.05%
FUESSV50
22,000
1D -1.35%
YTD -3.93%
FUESSVFL
22,770
1D -0.35%
YTD 1.29%
FUEVFVND
28,100
1D -2.43%
YTD 0.18%
FUEVN100
19,810
1D -1.25%
YTD -7.77%
VN30F2209
1,497
1D -0.38%
YTD 0.00%
VN30F2206
1,496
1D -0.71%
YTD 0.00%
VN30F2203
1,502
1D -0.90%
YTD 0.00%
VN30F2202
1,540
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,393.03
1D -0.27%
YTD -8.33%
Shanghai
3,484.19
1D -0.13%
YTD -4.27%
Kospi
2,703.52
1D 0.16%
YTD -9.21%
Hang Seng
22,343.92
1D -1.20%
YTD -4.50%
STI (Singapore)
3,244.40
1D -1.04%
YTD 3.86%
SET (Thái Lan)
1,689.81
1D -0.26%
YTD 1.94%
Crude oil ($/barrel)
107.93
1D 0.24%
YTD 41.08%
Gold ($/ounce)
1,926.80
1D -0.60%
YTD 5.82%
Russia-Ukraine conflict continues, Asian stocks mixed. In Japan, the Nikkei 225 fell 0.27%. The Chinese market fell with Shanghai Composite down 0.13%, Shenzhen Component down 1.05%. Hong Kong's Hang Seng fell 1.2%. South Korea's Kospi index rose 0.16%.
VIETNAM ECONOMY
Vnibor
2.54%
1D (bps) -2
YTD (bps) 173
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.57%
YTD (bps) 56
10 year-Gov. Bond
2.23%
1D (bps) 1
YTD (bps) 23
USD/VND
23,060
1D (%) 0.46%
YTD (%) 0.52%
EUR/VND
25,778
1D (%) -1.29%
YTD (%) -2.61%
CNY/VND
3,687
1D (%) 0.08%
YTD (%) 0.79%
According to the socio-economic report just released by the General Statistics Office, the total retail sales of consumer goods and services in February stood at VND 421,800 billion, down 7.1% from the previous month but up 3. 1% over the same period last year. In the first 2 months of the year, the total retail sales of consumer goods and services was more than VND 876,000 billion, up 1.7% over the same period last year.
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
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SELECTED NEWS
- SBV net withdrew more than 14,000 billion dong last week
- Vietnam is the most important destination for German and EU investors
- Retail sales of consumer goods and services in February decreased by 7.1%
- IEA member states agree to release 60 million barrels of oil
- Russia's largest banks were blown away by nearly 80% of their capitalization
- World Bank and IMF pledge financial support to Ukraine
VN30
BANK
VCB
85,000
1D 0.00%
5D -2.19%
Buy Vol. 2,551,700
Sell Vol. 2,508,900
BID
42,450
1D -3.74%
5D -6.91%
Buy Vol. 4,947,700
Sell Vol. 5,028,300
CTG
32,000
1D -3.90%
5D -8.18%
Buy Vol. 29,019,500
Sell Vol. 31,191,200
TCB
49,200
1D -2.19%
5D -4.84%
Buy Vol. 26,399,800
Sell Vol. 25,160,900
VPB
36,500
1D -3.31%
5D 1.67%
Buy Vol. 39,533,600
Sell Vol. 42,952,200
MBB
32,500
1D -4.41%
5D -5.39%
Buy Vol. 79,137,000
Sell Vol. 77,355,200
HDB
27,350
1D -4.20%
5D -7.76%
Buy Vol. 18,748,200
Sell Vol. 20,923,100
TPB
41,450
1D -3.15%
5D -2.70%
Buy Vol. 12,411,000
Sell Vol. 17,069,000
STB
31,250
1D -4.29%
5D -6.99%
Buy Vol. 68,803,200
Sell Vol. 69,034,000
ACB
32,900
1D -2.81%
5D -4.91%
Buy Vol. 18,829,400
Sell Vol. 19,563,800
BID: BIDV's bad debt ratio by the end of 2021 has reached the lowest level in 10 years, at 0.98%. Previously, during the period 2012 - 2020, the bad debt ratio on the balance sheet of this bank fluctuated between 1.61% - 2.92%; if including bad debt not yet provisioned at VAMC, the range is 1.76% - 5%. Notably, the bad debt coverage ratio jumped to 219%, putting BIDV in the top 3 banks with the highest consolidated bad debt coverage ratio in the system.
REAL ESTATE
NVL
76,400
1D 1.33%
5D -1.29%
Buy Vol. 5,841,700
Sell Vol. 6,184,400
KDH
53,700
1D -0.74%
5D -0.74%
Buy Vol. 1,890,200
Sell Vol. 2,357,800
PDR
87,200
1D 3.20%
5D -3.11%
Buy Vol. 6,499,700
Sell Vol. 6,005,900
KDH: offering a maximum of 2,000 billion dong of bonds to the public. This is a non-convertible, warrantless and unsecured type. The bond has a term of 36 months.
OIL & GAS
GAS
119,200
1D 1.27%
5D 1.88%
Buy Vol. 2,085,600
Sell Vol. 3,200,400
POW
17,450
1D 0.00%
5D -3.86%
Buy Vol. 29,857,600
Sell Vol. 33,586,000
PLX
61,500
1D 0.33%
5D -1.60%
Buy Vol. 8,641,200
Sell Vol. 11,858,000
PLX: As of 3pm on March 1, the Petrolimex Petroleum Price Stabilization Fund continued to be negative 158 billion VND compared to the previous price adjustment (February 21).
VINGROUP
VIC
78,900
1D -0.38%
5D -4.36%
Buy Vol. 4,130,000
Sell Vol. 4,675,200
VHM
77,500
1D -0.64%
5D -2.39%
Buy Vol. 5,547,300
Sell Vol. 6,854,800
VRE
32,800
1D -2.09%
5D -6.02%
Buy Vol. 12,401,100
Sell Vol. 11,473,900
VIC: VinFast has just signed an agreement with LeasePlan (a Dutch company) to provide car rental services, aiming to expand the market in Europe.
FOOD & BEVERAGE
VNM
78,500
1D -0.88%
5D -1.88%
Buy Vol. 3,089,300
Sell Vol. 3,680,300
MSN
157,000
1D 0.32%
5D -0.13%
Buy Vol. 1,113,300
Sell Vol. 1,371,500
SAB
169,000
1D 1.50%
5D 0.42%
Buy Vol. 121,000
Sell Vol. 145,600
MSN: MEATLife grew strongly in revenue and quickly contributed to 20% of the total number of Masan, while in 2020 it only accounts for about 3%.
OTHERS
BVH
145,000
1D 2.91%
5D -2.16%
Buy Vol. 1,429,200
Sell Vol. 1,396,500
VJC
145,000
1D 2.91%
5D -2.16%
Buy Vol. 1,429,200
Sell Vol. 1,396,500
FPT
93,100
1D -0.32%
5D 0.11%
Buy Vol. 1,629,000
Sell Vol. 2,092,700
MWG
134,500
1D -1.10%
5D -2.39%
Buy Vol. 2,460,600
Sell Vol. 2,492,900
PNJ
103,400
1D -1.52%
5D -5.66%
Buy Vol. 1,874,200
Sell Vol. 2,338,500
GVR
35,400
1D -0.84%
5D 3.36%
Buy Vol. 4,870,400
Sell Vol. 6,684,000
SSI
44,800
1D -2.61%
5D -1.10%
Buy Vol. 21,662,400
Sell Vol. 22,317,000
HPG
46,900
1D 0.00%
5D 0.43%
Buy Vol. 32,493,700
Sell Vol. 41,909,400
HPG: sales volume of construction steel in February reached 450,000 tons, 2.3 times higher than the same period in 2021 and up 17% compared to January 2022. In which, the export of construction steel reached 60,000 tons, nearly 2 times higher than the same period last year. The enterprise said it had received orders to export construction steel until May with 720,000 tons.
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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