Market brief 07/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,499.05

1D -0.42%

YTD 0.05%

VN30

1,509.12

1D -1.06%

YTD -1.73%

HNX

452.86

1D 0.50%

YTD -4.46%

UPCOM

113.22

1D -0.06%

YTD 0.48%

Net Foreign buy (B)

-1,466.04

1D 0.00%

YTD 0.00%

Total trading value (B)

37,814.94

1D 6.25%

YTD 21.70%

Foreign investors suddenly net sold nearly 1,500 billion dong in session 7/3. Foreign investors on HoSE were the biggest net sellers of FUEVFVND fund certificates with 340 billion dong. Real estate stocks including NLG, VHM, NVL or VRE were all sold strongly. In which, NLG was net sold 156 billion dong. VHM was also net sold 141 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,600

1D -0.39%

YTD -0.89%

FUEMAV30

17,700

1D -1.17%

YTD -2.16%

FUESSV30

18,610

1D 4.49%

YTD -2.05%

FUESSV50

22,500

1D 0.00%

YTD -1.75%

FUESSVFL

22,390

1D -0.89%

YTD -0.40%

FUEVFVND

28,500

1D -0.35%

YTD 1.60%

FUEVN100

20,640

1D 0.58%

YTD -3.91%

VN30F2209

1,498

1D -0.72%

YTD 0.00%

VN30F2206

1,499

1D -0.68%

YTD 0.00%

VN30F2203

1,504

1D -0.58%

YTD 0.00%

VN30F2202

1,540

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

25,221.41

1D 0.53%

YTD -12.40%

Shanghai

3,372.86

1D -2.17%

YTD -7.33%

Kospi

2,651.31

1D -2.29%

YTD -10.96%

Hang Seng

21,057.63

1D -0.16%

YTD -10.00%

STI (Singapore)

3,187.82

1D -1.21%

YTD 2.05%

SET (Thái Lan)

1,626.70

1D -2.69%

YTD -1.87%

Crude oil ($/barrel)

122.34

1D -1.45%

YTD 59.92%

Gold ($/ounce)

2,002.55

1D 0.21%

YTD 9.98%

Asian stocks mostly fell deeply, investor sentiment was affected by the war in Ukraine. Except, in Japan, Nikkei 225 gained 0.53%. The Chinese market fell with the Shanghai Composite down 2.17%. Hong Kong's Hang Seng fell 0.16%. China's exports in dollar terms rose 16.3% in January-February year-on-year, beating forecasts for a 15% increase. Korea's Kospi index fell the most in the region by 2.29%.

VIETNAM ECONOMY

Vnibor

2.47%

1D (bps) -4

YTD (bps) 166

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.67%

1D (bps) -3

YTD (bps) 66

10 year-Gov. Bond

2.27%

1D (bps) -2

YTD (bps) 27

USD/VND

22,987

1D (%) 0.07%

YTD (%) 0.20%

EUR/VND

25,537

1D (%) 0.09%

YTD (%) -3.52%

CNY/VND

3,686

1D (%) 0.11%

YTD (%) 0.77%

The Ministry of Finance said that in the first two months of 2022, the whole country disbursed over 44,612 billion VND, reaching 8.61% of the plan assigned by the Prime Minister, higher than the same period in 2021 (5.09%). Among them, domestic capital reached 9.22% (the same period in 2021 reached 5.68%), foreign capital reached 0.20% (lower than the same period in 2021, it was 0.38%).

SELECTED NEWS

VN30

BANK

VCB

84,900

1D 0.00%

5D 0.47%

Buy Vol. 1,758,900

Sell Vol. 1,721,500

BID

42,250

1D -2.42%

5D -3.32%

Buy Vol. 3,567,800

Sell Vol. 3,593,200

CTG

32,150

1D -1.83%

5D -3.02%

Buy Vol. 16,425,300

Sell Vol. 15,932,700

TCB

49,250

1D -1.40%

5D -2.28%

Buy Vol. 13,598,300

Sell Vol. 12,711,300

VPB

37,700

1D -1.05%

5D -0.79%

Buy Vol. 29,178,800

Sell Vol. 39,078,600

MBB

32,200

1D -2.13%

5D -6.40%

Buy Vol. 31,792,400

Sell Vol. 29,911,200

HDB

27,400

1D -2.14%

5D -4.86%

Buy Vol. 13,401,200

Sell Vol. 9,887,000

TPB

39,000

1D -4.29%

5D -7.69%

Buy Vol. 14,410,600

Sell Vol. 14,226,400

STB

31,500

1D -1.56%

5D -4.11%

Buy Vol. 29,355,600

Sell Vol. 25,668,700

ACB

33,250

1D -3.06%

5D -1.92%

Buy Vol. 7,702,500

Sell Vol. 9,460,600

CTG: VietinBank sets a target of 10% - 20% growth in individual and consolidated pre-tax profits in 2022; total assets grew by about 5% - 10%; credit growth is about 10% - 14%; mobilized capital increased by 10% - 12%; bad debt ratio below 2%. Previously, VietinBank recorded a consolidated profit before tax in 2021 of VND 17,589 billion, up 2.7%.

REAL ESTATE

NVL

76,000

1D -1.30%

5D 0.93%

Buy Vol. 5,081,800

Sell Vol. 4,913,900

KDH

53,800

1D -1.47%

5D 1.70%

Buy Vol. 1,990,400

Sell Vol. 2,097,100

PDR

89,500

1D -1.10%

5D 5.29%

Buy Vol. 4,289,200

Sell Vol. 4,570,100

PDR: expects pre-tax profit in 2022 to reach VND3,635b, up 55.1% compared to 2021, contributing to the plan to accumulate pre-tax profit in the period of 2019 - 2023 to reach VND14,270b

OIL & GAS

GAS

124,600

1D 5.59%

5D 5.59%

Buy Vol. 3,313,100

Sell Vol. 4,041,700

POW

17,050

1D -1.45%

5D -1.73%

Buy Vol. 39,421,000

Sell Vol. 41,773,600

PLX

63,300

1D 3.60%

5D 1.61%

Buy Vol. 9,558,900

Sell Vol. 13,043,200

The price of natural gas on the TTF floor (Netherlands) on March 7 increased by 79% compared to yesterday, to 345 Euro/Mwh. The price has more than tripled since the Russia-Ukraine war began.

VINGROUP

VIC

78,500

1D -0.63%

5D 1.95%

Buy Vol. 5,028,100

Sell Vol. 4,951,200

VHM

76,200

1D -2.18%

5D -1.68%

Buy Vol. 10,890,500

Sell Vol. 10,787,600

VRE

32,900

1D -2.52%

5D -1.79%

Buy Vol. 14,969,800

Sell Vol. 14,909,800

VIC: In 2021, real estate revenue account for about 2/3 of VIC's total revenue. The manufacturing segment ranked second, but the contribution to total revenue decreased from 16% to 14%.

FOOD & BEVERAGE

VNM

76,800

1D -1.41%

5D -2.04%

Buy Vol. 5,235,900

Sell Vol. 5,965,900

MSN

158,200

1D -1.92%

5D 1.41%

Buy Vol. 1,570,900

Sell Vol. 1,530,400

SAB

154,600

1D -3.38%

5D -8.13%

Buy Vol. 470,700

Sell Vol. 529,900

VNM: In addition to Tien Son Dairy Factory, Hung Yen Dairy Factory will be the second dairy factory in the North market and the second super fresh milk factory of Vinamilk.

OTHERS

BVH

134,200

1D -3.73%

5D -4.21%

Buy Vol. 1,061,200

Sell Vol. 1,133,900

VJC

134,200

1D -3.73%

5D -4.21%

Buy Vol. 1,061,200

Sell Vol. 1,133,900

FPT

93,800

1D 0.32%

5D 0.54%

Buy Vol. 2,835,400

Sell Vol. 2,831,200

MWG

134,200

1D -1.18%

5D -1.32%

Buy Vol. 1,823,300

Sell Vol. 1,842,500

PNJ

108,000

1D 2.27%

5D 5.44%

Buy Vol. 4,243,400

Sell Vol. 4,764,000

GVR

36,750

1D 2.08%

5D 7.61%

Buy Vol. 5,289,000

Sell Vol. 6,252,800

SSI

46,800

1D 0.43%

5D 2.41%

Buy Vol. 21,641,400

Sell Vol. 21,323,200

HPG

51,100

1D 2.61%

5D 8.26%

Buy Vol. 62,900,800

Sell Vol. 74,056,100

HPG: In early February 2022, Hoa Phat signed a contract to export the first batch of hot rolled coil (HRC) to Italy with a volume of 35,000 tons. The first order of the year going to Europe opens up a large consumption market for Hoa Phat Group's products. On February 26, all shipments were delivered to partners at Hoa Phat Dung Quat port.