Market brief 17/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,461.34

1D 0.14%

YTD -2.47%

VN30

1,469.92

1D -0.19%

YTD -4.28%

HNX

446.16

1D 0.00%

YTD -5.87%

UPCOM

115.94

1D -0.09%

YTD 2.89%

Net Foreign buy (B)

114.89

1D 0.00%

YTD 0.00%

Total trading value (B)

25,216.58

1D 13.08%

YTD -18.84%

Basic commodity stocks were sold strongly, VN-Index increased slightly in the derivative maturity session. Market liquidity increased compared to the previous session. The total matched value reached 22,912 billion dong, up 17.3%, of which, the matched value on HoSE alone increased by 20% to 19,698 billion dong. Foreign investors net bought again 115 billion dong on HoSE.

ETF & DERIVATIVES

E1VFVN30

24,860

1D 0.08%

YTD -3.76%

FUEMAV30

17,350

1D 0.00%

YTD -4.09%

FUESSV30

18,550

1D 4.15%

YTD -2.37%

FUESSV50

21,600

1D 0.00%

YTD -5.68%

FUESSVFL

22,200

1D 0.91%

YTD -1.25%

FUEVFVND

28,180

1D 1.37%

YTD 0.46%

FUEVN100

19,500

1D -0.10%

YTD -9.22%

VN30F2209

1,472

1D 0.40%

YTD 0.00%

VN30F2206

1,472

1D 0.42%

YTD 0.00%

VN30F2203

1,472

1D 0.03%

YTD 0.00%

VN30F2202

1,540

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,652.89

1D 0.40%

YTD -7.43%

Shanghai

3,215.04

1D 1.40%

YTD -11.67%

Kospi

2,694.51

1D 1.33%

YTD -9.51%

Hang Seng

21,501.23

1D 2.12%

YTD -8.11%

STI (Singapore)

3,322.71

1D 0.97%

YTD 6.37%

SET (Thái Lan)

1,681.76

1D 0.83%

YTD 1.46%

Crude oil ($/barrel)

99.53

1D 3.23%

YTD 30.10%

Gold ($/ounce)

1,944.30

1D 0.52%

YTD 6.78%

Asian stocks rose, Hong Kong continued to lead the region. In Japan, the Nikkei 225 gained 0.4%. China's stock market rose with Shanghai Composite up 1.4%, Shenzhen Component up 2,408%. Hong Kong's Hang Seng rose 2.12%, leading the region. South Korea's Kospi index rose 1.33%.

VIETNAM ECONOMY

Vnibor

2.19%

1D (bps) 1

YTD (bps) 138

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.71%

1D (bps) 1

YTD (bps) 70

10 year-Gov. Bond

2.27%

YTD (bps) 27

USD/VND

23,085

1D (%) 0.30%

YTD (%) 0.63%

EUR/VND

25,676

1D (%) -1.22%

YTD (%) -2.99%

CNY/VND

3,671

1D (%) 0.00%

YTD (%) 0.36%

The national petroleum reserve fund can only meet demand for about 5-7 days. To ensure domestic supply, the Government has planned an oil refinery with a production scale of 10 million tons in Vung Tau, in addition to increasing the capacity of existing factories.

SELECTED NEWS

VN30

BANK

VCB

83,000

1D 0.61%

5D -0.60%

Buy Vol. 2,094,700

Sell Vol. 1,865,600

BID

43,500

1D 4.57%

5D 6.23%

Buy Vol. 8,827,300

Sell Vol. 9,189,700

CTG

32,700

1D 2.19%

5D 1.87%

Buy Vol. 14,212,500

Sell Vol. 14,966,900

TCB

49,000

1D -0.10%

5D -0.51%

Buy Vol. 5,108,800

Sell Vol. 7,402,500

VPB

36,450

1D -0.95%

5D -0.82%

Buy Vol. 12,698,000

Sell Vol. 16,122,100

MBB

32,250

1D 0.47%

5D 3.86%

Buy Vol. 19,759,900

Sell Vol. 23,709,300

HDB

27,500

1D 1.29%

5D 2.04%

Buy Vol. 8,867,400

Sell Vol. 7,029,900

TPB

39,600

1D -0.38%

5D 1.54%

Buy Vol. 4,539,900

Sell Vol. 6,853,500

STB

32,800

1D -0.30%

5D 3.96%

Buy Vol. 19,781,600

Sell Vol. 27,243,100

ACB

32,800

1D 0.00%

5D -0.30%

Buy Vol. 4,669,000

Sell Vol. 6,212,900

ACB: There will be an annual shareholder meeting on April 7 to discuss plans to increase capital, issue shares and some other issues. The bank will submit a plan to increase its charter capital from VND 27,019 billion to more than VND 33,774 billion by paying a 25% stock dividend. Implementation is expected in the third quarter. Regarding the business plan, ACB sets a target of pre-tax profit in 2022 to increase by 25%, reaching VND 15,018 billion. Total assets increased 11% to 588,187 billion dong. Customer deposits increased by 11% to VND 421,897 billion.

REAL ESTATE

NVL

76,600

1D -1.03%

5D -0.52%

Buy Vol. 5,089,300

Sell Vol. 6,259,700

KDH

51,400

1D 1.58%

5D -0.19%

Buy Vol. 2,046,900

Sell Vol. 1,829,100

PDR

86,400

1D 0.70%

5D -1.93%

Buy Vol. 3,900,700

Sell Vol. 3,595,500

NVL: The current land fund reaches 10,600 ha (early 2021 at 5,400 ha). Expected to launch 15,000 products in 2022

OIL & GAS

GAS

106,000

1D -2.93%

5D -10.55%

Buy Vol. 1,186,000

Sell Vol. 1,517,200

POW

16,300

1D 0.00%

5D -1.81%

Buy Vol. 18,399,100

Sell Vol. 23,560,500

PLX

55,800

1D -0.71%

5D -8.97%

Buy Vol. 2,711,700

Sell Vol. 3,077,100

POW: PV Power plans to divest all of more than 2.8 million EIC shares, equivalent to 7.85% of capital. The transaction is expected to be executed by order matching method on HNX.

VINGROUP

VIC

78,400

1D 0.38%

5D -0.88%

Buy Vol. 4,648,700

Sell Vol. 5,870,500

VHM

74,000

1D -0.27%

5D -1.60%

Buy Vol. 5,369,800

Sell Vol. 6,822,800

VRE

32,250

1D 1.57%

5D 0.78%

Buy Vol. 4,417,700

Sell Vol. 5,551,800

VIC: VinFast has completed the issuance of VND5,000b of bonds from December 27, 2021 to March 8, 2022. Bonds have a par value of 100,000 VND, equivalent to a total volume of 50m bonds.

FOOD & BEVERAGE

VNM

76,400

1D -1.16%

5D -0.91%

Buy Vol. 2,072,800

Sell Vol. 3,224,000

MSN

138,000

1D -1.78%

5D -8.00%

Buy Vol. 1,328,800

Sell Vol. 1,272,600

SAB

154,000

1D 0.00%

5D -1.91%

Buy Vol. 188,700

Sell Vol. 73,700

OTHERS

BVH

145,000

1D -1.36%

5D 4.32%

Buy Vol. 1,324,600

Sell Vol. 1,378,100

VJC

145,000

1D -1.36%

5D 4.32%

Buy Vol. 1,324,600

Sell Vol. 1,378,100

FPT

92,000

1D 0.44%

5D -2.75%

Buy Vol. 2,214,400

Sell Vol. 2,105,300

MWG

130,800

1D -0.46%

5D -2.02%

Buy Vol. 1,260,700

Sell Vol. 1,474,800

PNJ

103,000

1D 0.19%

5D -4.89%

Buy Vol. 1,123,100

Sell Vol. 1,469,900

GVR

33,800

1D 0.30%

5D -4.92%

Buy Vol. 2,990,600

Sell Vol. 2,208,700

SSI

43,800

1D 0.00%

5D -6.01%

Buy Vol. 7,444,800

Sell Vol. 10,896,000

HPG

45,950

1D -0.54%

5D -6.51%

Buy Vol. 24,570,800

Sell Vol. 25,563,700

FPT: has just announced the documents of the 2022 Annual General Meeting of Shareholders. Accordingly, the Board of Directors submitted a plan to pay cash dividend in 2021 at the rate of 20%, advanced 10% and the remaining 10% after approval of the General Meeting of Shareholders. The expected distribution period is before the end of the third quarter. At the same time, the business will pay a stock dividend of 20% and be done along with the remaining 2021 cash dividend.