Market brief 18/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,469.10

1D 0.53%

YTD -1.95%

VN30

1,476.94

1D 0.48%

YTD -3.83%

HNX

451.21

1D 1.13%

YTD -4.81%

UPCOM

116.04

1D 0.09%

YTD 2.98%

Net Foreign buy (B)

-175.66

1D 0.00%

YTD 0.00%

Total trading value (B)

29,663.16

1D 17.46%

YTD -4.53%

Foreign investors turned negative again, but there were some spikes due to the impact of ETFs' portfolio restructuring. Specifically, foreign investors actually bought 83 million shares, worth 3,710 billion dong, while selling 83.7 million shares, worth 3,872 billion dong. Total net selling volume was at 521,974 shares, equivalent to a net selling value of 175 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,000

1D 0.56%

YTD -3.21%

FUEMAV30

17,440

1D 0.52%

YTD -3.59%

FUESSV30

18,480

1D 3.76%

YTD -2.74%

FUESSV50

21,700

1D 0.46%

YTD -5.24%

FUESSVFL

22,110

1D -0.41%

YTD -1.65%

FUEVFVND

28,230

1D 0.18%

YTD 0.64%

FUEVN100

19,600

1D 0.51%

YTD -8.75%

VN30F2209

1,477

1D 0.33%

YTD 0.00%

VN30F2206

1,476

1D 0.26%

YTD 0.00%

VN30F2203

1,472

1D 0.00%

YTD 0.00%

VN30F2202

1,540

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,827.43

1D 0.42%

YTD -6.82%

Shanghai

3,251.07

1D 1.12%

YTD -10.68%

Kospi

2,707.02

1D 0.46%

YTD -9.09%

Hang Seng

21,412.40

1D 1.28%

YTD -8.48%

STI (Singapore)

3,330.63

1D 0.24%

YTD 6.63%

SET (Thái Lan)

1,678.51

1D -0.19%

YTD 1.26%

Crude oil ($/barrel)

104.19

1D -1.31%

YTD 36.20%

Gold ($/ounce)

1,932.70

1D -0.47%

YTD 6.15%

Bank of Japan made interest rate decision, Asian stocks rallied. In Japan, the Nikkei 225 gained 0.42%. The Bank of Japan today kept its monetary policy unchanged as the market expected. The agency warned of "extreme uncertainties" related to the war situation in Ukraine and the impact on economic activity and prices in Japan. The Chinese market rallied with the Shanghai Composite up 1.12%. Hong Kong's Hang Seng Index rose 1.28%.

VIETNAM ECONOMY

Vnibor

2.19%

YTD (bps) 138

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.74%

1D (bps) 3

YTD (bps) 73

10 year-Gov. Bond

2.31%

1D (bps) 4

YTD (bps) 31

USD/VND

23,085

1D (%) 0.35%

YTD (%) 0.63%

EUR/VND

25,706

1D (%) -1.52%

YTD (%) -2.88%

CNY/VND

3,663

1D (%) -0.25%

YTD (%) 0.14%

According to preliminary statistics of the General Department of Customs, animal feed exports in February decreased by 7% compared to January but increased by 66.3% over the same period last year, at USD 78 million. Generally, in the first two months of this year, the export of this group of goods reached US$161.6 million, up 46.2% over the same period last year.

SELECTED NEWS

VN30

BANK

VCB

84,200

1D 1.45%

5D 0.48%

Buy Vol. 2,368,600

Sell Vol. 2,495,200

BID

43,900

1D 0.92%

5D 4.90%

Buy Vol. 4,089,100

Sell Vol. 7,124,400

CTG

32,800

1D 0.31%

5D 1.71%

Buy Vol. 6,915,600

Sell Vol. 12,836,800

TCB

49,200

1D 0.41%

5D 0.61%

Buy Vol. 4,833,700

Sell Vol. 7,634,100

VPB

36,250

1D -0.55%

5D -0.41%

Buy Vol. 14,457,100

Sell Vol. 15,508,700

MBB

32,100

1D -0.47%

5D 2.07%

Buy Vol. 16,570,000

Sell Vol. 22,572,600

HDB

27,600

1D 0.36%

5D 1.10%

Buy Vol. 5,326,100

Sell Vol. 5,609,700

TPB

39,500

1D -0.25%

5D 2.20%

Buy Vol. 2,519,700

Sell Vol. 3,623,100

STB

33,100

1D 0.91%

5D 3.28%

Buy Vol. 40,531,100

Sell Vol. 57,382,700

ACB

32,800

1D -0.61%

5D 0.31%

Buy Vol. 4,592,300

Sell Vol. 6,493,200

Vietcombank plays the leading role in arranging a credit syndication of VND 35,000 billion for the Hoa Phat Dung Quat 2 iron and steel production complex project (Dung Quat 2). 8 banks participating in financing Dung Quat 2 include Vietcombank, BIDV, Agribank, Vietinbank, MB, TPBank, VPBank, and MSB.

REAL ESTATE

NVL

77,100

1D 0.65%

5D -0.13%

Buy Vol. 8,030,900

Sell Vol. 6,853,400

KDH

51,000

1D -0.78%

5D 0.00%

Buy Vol. 3,528,600

Sell Vol. 1,907,100

PDR

85,000

1D -1.62%

5D -3.08%

Buy Vol. 4,588,300

Sell Vol. 3,945,700

KDH: VinaCapital Fund has just bought 144,600 shares of KDH to raise its ownership from 0% to 0.0228% of charter capital, the transaction was carried out from February 14 to March 15.

OIL & GAS

GAS

108,900

1D 2.74%

5D -3.54%

Buy Vol. 1,228,100

Sell Vol. 1,132,100

POW

16,100

1D -1.23%

5D -0.31%

Buy Vol. 27,746,700

Sell Vol. 38,186,200

PLX

55,900

1D 0.18%

5D -3.62%

Buy Vol. 2,609,700

Sell Vol. 3,544,700

POW is expected to sell nearly 2.9 million EIC. With EIC's stock price of about 26,000 VND/share, it is estimated that POW can earn nearly 75 billion VND.

VINGROUP

VIC

78,800

1D 0.77%

5D -0.25%

Buy Vol. 7,562,000

Sell Vol. 8,896,300

VHM

74,600

1D 0.81%

5D -0.53%

Buy Vol. 14,497,900

Sell Vol. 11,770,600

VRE

33,000

1D 2.33%

5D 3.61%

Buy Vol. 9,557,800

Sell Vol. 12,801,300

VIC: Vinfast's goal is to build 150,000 charging ports with 3,000 charging stations nationwide to ensure the circulation of electric vehicles.

FOOD & BEVERAGE

VNM

76,000

1D -1.55%

5D -2.56%

Buy Vol. 10,361,700

Sell Vol. 5,499,400

MSN

136,700

1D -0.94%

5D -4.07%

Buy Vol. 6,202,600

Sell Vol. 3,002,800

SAB

151,500

1D -1.62%

5D -1.62%

Buy Vol. 752,800

Sell Vol. 286,900

VNM and MSN were sold the most by foreign investors in the session of structured ETFs today with a value of 234 billion dong and 151 billion dong, respectively.

OTHERS

BVH

148,200

1D 2.21%

5D 7.00%

Buy Vol. 2,579,100

Sell Vol. 3,360,500

VJC

148,200

1D 2.21%

5D 7.00%

Buy Vol. 2,579,100

Sell Vol. 3,360,500

FPT

95,100

1D 3.37%

5D 2.04%

Buy Vol. 4,638,200

Sell Vol. 6,097,600

MWG

131,600

1D 0.61%

5D -1.05%

Buy Vol. 1,283,700

Sell Vol. 1,510,200

PNJ

103,500

1D 0.88%

5D -0.96%

Buy Vol. 1,475,300

Sell Vol. 1,638,600

GVR

34,000

1D 0.59%

5D -1.45%

Buy Vol. 1,807,100

Sell Vol. 2,137,500

SSI

43,800

1D 0.00%

5D -2.67%

Buy Vol. 16,292,200

Sell Vol. 13,057,600

HPG

46,500

1D 1.20%

5D -2.31%

Buy Vol. 30,265,800

Sell Vol. 32,242,100

HPG: Started construction of Hoa Phat Dung Quat Phase 2 with investment capital of VND 85,000 billion in May. In which, Complex 1 (capital of over VND 63,800 billion) has been completed and put into operation in both phases, Hoa Phat Dung Quat general-container port (over VND 3,770 billion) is under construction. It is expected that in June 2023, 1 wharf will be put into operation and in December 2023, all 3 berths will be synchronously put into operation.