Market brief 11/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,466.54

1D -0.85%

YTD -2.12%

VN30

1,477.14

1D -0.88%

YTD -3.81%

HNX

442.20

1D -1.22%

YTD -6.71%

UPCOM

115.37

1D 0.07%

YTD 2.39%

Net Foreign buy (B)

-542.18

1D 0.00%

YTD 0.00%

Total trading value (B)

34,745.08

1D 29.52%

YTD 11.82%

Foreign investors continued to net sell 542 billion dong on HoSE in the 11/3 session. Foreign investors on HoSE were the biggest net buyers of DGC with 54 billion dong. VCB and STB were net bought 47 billion dong and 41 billion dong respectively. MSN was sold the most with 150 billion dong. VND is behind with a net selling value of 123 billion dong. DXG was also net sold more than 70 billion dong.

ETF & DERIVATIVES

E1VFVN30

24,990

1D -0.64%

YTD -3.25%

FUEMAV30

17,360

1D -1.25%

YTD -4.04%

FUESSV30

18,600

1D 4.44%

YTD -2.11%

FUESSV50

22,000

1D -2.22%

YTD -3.93%

FUESSVFL

22,000

1D 0.09%

YTD -2.14%

FUEVFVND

28,000

1D -1.58%

YTD -0.18%

FUEVN100

19,300

1D -2.03%

YTD -10.15%

VN30F2209

1,474

1D -1.05%

YTD 0.00%

VN30F2206

1,473

1D -0.89%

YTD 0.00%

VN30F2203

1,476

1D -0.94%

YTD 0.00%

VN30F2202

1,540

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

25,162.78

1D 0.21%

YTD -12.60%

Shanghai

3,309.75

1D 0.41%

YTD -9.07%

Kospi

2,661.28

1D -0.71%

YTD -10.62%

Hang Seng

20,553.79

1D 1.75%

YTD -12.15%

STI (Singapore)

3,249.66

1D 0.28%

YTD 4.03%

SET (Thái Lan)

1,658.01

1D 0.66%

YTD 0.02%

Crude oil ($/barrel)

109.64

1D 3.23%

YTD 43.32%

Gold ($/ounce)

1,996.85

1D -0.13%

YTD 9.67%

Asian stocks recovered, Hong Kong rose the most in the region by 3%. In Japan, the Nikkei 225 gained 0.21%. The Chinese market rose with the Shanghai Composite down 0.41%. Hong Kong's Hang Seng rose 1.75%. South Korea's Kospi index alone fell 0.71%.

VIETNAM ECONOMY

Vnibor

2.15%

1D (bps) -9

YTD (bps) 134

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.67%

1D (bps) 11

YTD (bps) 66

10 year-Gov. Bond

2.26%

1D (bps) -1

YTD (bps) 26

USD/VND

23,105

1D (%) 0.48%

YTD (%) 0.72%

EUR/VND

25,575

1D (%) -1.21%

YTD (%) -3.37%

CNY/VND

3,683

1D (%) -0.05%

YTD (%) 0.68%

The Ministry of Transport will disburse an additional 3,500 billion of public investment capital in March. This year, the Ministry of Transport has been assigned a public investment plan of more than VND 50,300 billion by the Prime Minister. As of February, the Ministry of Transport has disbursed VND 2,300 billion, reaching 4.4% of the total plan.

SELECTED NEWS

VN30

BANK

VCB

83,800

1D 0.36%

5D -1.30%

Buy Vol. 1,537,700

Sell Vol. 1,592,800

BID

41,850

1D 2.20%

5D -3.35%

Buy Vol. 2,559,100

Sell Vol. 2,691,000

CTG

32,250

1D 0.47%

5D -1.53%

Buy Vol. 7,240,500

Sell Vol. 8,634,800

TCB

48,900

1D -0.71%

5D -2.10%

Buy Vol. 10,366,400

Sell Vol. 10,204,600

VPB

36,400

1D -0.95%

5D -4.46%

Buy Vol. 15,988,500

Sell Vol. 18,190,800

MBB

31,450

1D 1.29%

5D -4.41%

Buy Vol. 19,428,900

Sell Vol. 20,623,000

HDB

27,300

1D 1.30%

5D -2.50%

Buy Vol. 5,950,700

Sell Vol. 5,358,100

TPB

38,650

1D -0.90%

5D -5.15%

Buy Vol. 3,746,800

Sell Vol. 5,541,000

STB

32,050

1D 1.58%

5D 0.16%

Buy Vol. 26,462,300

Sell Vol. 31,192,900

ACB

32,700

1D -0.61%

5D -4.66%

Buy Vol. 5,564,100

Sell Vol. 5,737,000

STB: Dragon Capital's member funds have raised their ownership ratio in Sacombank to over 5% and officially become a major shareholder of the bank.

REAL ESTATE

NVL

77,200

1D 0.26%

5D 0.26%

Buy Vol. 4,639,100

Sell Vol. 5,594,800

KDH

51,000

1D -0.97%

5D -6.59%

Buy Vol. 1,920,600

Sell Vol. 2,009,700

PDR

87,700

1D -0.45%

5D -3.09%

Buy Vol. 3,471,300

Sell Vol. 4,021,100

NVL: Mobilizing more trillions of bonds, aiming to pour another 2,000 billion dong into the company holding the key project Aqua City.

OIL & GAS

GAS

112,900

1D -4.73%

5D -4.32%

Buy Vol. 2,424,100

Sell Vol. 2,810,300

POW

16,150

1D -2.71%

5D -6.65%

Buy Vol. 42,072,700

Sell Vol. 43,090,600

PLX

58,000

1D -5.38%

5D -5.07%

Buy Vol. 8,629,100

Sell Vol. 10,346,000

POW: February revenue is estimated at VND 1,563 billion, down 25% over the same period. The output of Vung Ang 1 power plant only fulfilled 58% of the February 2022 plan.

VINGROUP

VIC

79,000

1D -0.13%

5D 0.00%

Buy Vol. 3,304,200

Sell Vol. 4,262,600

VHM

75,000

1D -0.27%

5D -3.72%

Buy Vol. 5,309,300

Sell Vol. 6,042,000

VRE

31,850

1D -0.47%

5D -5.63%

Buy Vol. 7,144,900

Sell Vol. 8,057,800

VIC: The fund managed by Dragon Capital removed VIC from the top 10 of the portfolio, this is the first time in many years this stock has dropped out of the top 10 of VEIL.

FOOD & BEVERAGE

VNM

78,000

1D 1.17%

5D 0.13%

Buy Vol. 3,826,700

Sell Vol. 4,785,800

MSN

142,500

1D -5.00%

5D -11.66%

Buy Vol. 2,747,500

Sell Vol. 2,223,800

SAB

154,000

1D -1.91%

5D -3.75%

Buy Vol. 239,800

Sell Vol. 204,200

VNM: Moc Chau Milk, which is indirectly owned by VNM, plans a modest profit growth of 7%, profit of VND 343 billion in 2022. Minimum dividend of 50% of NPAT

OTHERS

BVH

138,500

1D -0.36%

5D -0.65%

Buy Vol. 1,339,100

Sell Vol. 1,276,300

VJC

138,500

1D -0.36%

5D -0.65%

Buy Vol. 1,339,100

Sell Vol. 1,276,300

FPT

93,200

1D -1.48%

5D -0.32%

Buy Vol. 1,661,900

Sell Vol. 1,981,800

MWG

133,000

1D -0.37%

5D -2.06%

Buy Vol. 996,000

Sell Vol. 1,128,800

PNJ

104,500

1D -3.51%

5D -1.05%

Buy Vol. 2,025,200

Sell Vol. 2,347,100

GVR

34,500

1D -2.95%

5D -4.17%

Buy Vol. 3,789,900

Sell Vol. 5,046,300

SSI

45,000

1D -3.43%

5D -3.43%

Buy Vol. 25,375,000

Sell Vol. 28,214,000

HPG

47,600

1D -3.15%

5D -4.42%

Buy Vol. 62,066,400

Sell Vol. 70,301,900

HPG: Mr. Nguyen Ngoc Quang, Member of the Board of Directors of Hoa Phat Group Joint Stock Company (HPG) has sold 1 million HPG shares. Transactions are carried out by order matching method on the exchange, from February 18 to March 7, 2022. After this transaction, the leader reduced his stake in HPG from 84.7 million shares to 83.7 million shares, corresponding to a reduction in ownership ratio to 1.87% of the capital.