Market brief 23/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,502.34

1D -0.10%

YTD 0.27%

VN30

1,505.59

1D -0.52%

YTD -1.96%

HNX

462.10

1D 0.16%

YTD -2.51%

UPCOM

116.58

1D -0.19%

YTD 3.46%

Net Foreign buy (B)

1,023.40

1D 0.00%

YTD 0.00%

Total trading value (B)

33,800.32

1D -0.89%

YTD 8.78%

Foreign investors boosted their net buying of more than 1,000 billion dong in the session on March 23. Foreign investors on HoSE were still the strongest net buyers of DGC with 310 billion dong. MSN and GEX were net bought 152 billion dong and 113 billion dong respectively. On the other side, VNM was sold the most with 89 billion dong. DCM and VCI were net sold 71 billion dong and 59 billion dong respectively.

ETF & DERIVATIVES

E1VFVN30

25,270

1D -0.55%

YTD -2.17%

FUEMAV30

17,740

1D -0.39%

YTD -1.93%

FUESSV30

18,500

1D 3.87%

YTD -2.63%

FUESSV50

22,200

1D -0.89%

YTD -3.06%

FUESSVFL

22,290

1D 0.41%

YTD -0.85%

FUEVFVND

27,700

1D -3.65%

YTD -1.25%

FUEVN100

19,950

1D -0.15%

YTD -7.12%

VN30F2209

1,490

1D -0.35%

YTD 0.00%

VN30F2206

1,494

1D 0.05%

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

28,040.16

1D 0.43%

YTD -2.61%

Shanghai

3,271.03

1D 0.34%

YTD -10.13%

Kospi

2,735.05

1D 0.92%

YTD -8.15%

Hang Seng

22,154.08

1D 0.59%

YTD -5.32%

STI (Singapore)

3,364.26

1D 0.42%

YTD 7.70%

SET (Thái Lan)

1,677.95

1D 0.00%

YTD 1.23%

Crude oil ($/barrel)

111.97

1D 1.99%

YTD 46.37%

Gold ($/ounce)

1,933.25

1D 0.66%

YTD 6.18%

Asian stocks all rose. In Japan, the Nikkei 225 gained 0.43%. The Chinese market rose with Shanghai Composite up 0.34%, Shenzhen Component up 0.73%. Hong Kong's Hang Seng rose 0.59%. South Korea's Kospi index rose 0.92%.

VIETNAM ECONOMY

Vnibor

2.18%

1D (bps) 1

YTD (bps) 137

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.88%

1D (bps) 1

YTD (bps) 87

10 year-Gov. Bond

2.41%

1D (bps) -2

YTD (bps) 41

USD/VND

23,095

1D (%) 0.35%

YTD (%) 0.68%

EUR/VND

25,607

1D (%) -1.32%

YTD (%) -3.25%

CNY/VND

3,660

1D (%) -0.08%

YTD (%) 0.05%

In the first half of March, the State Bank injected 2,107.63 billion dong into the banking system through a 14-day term purchase with an interest rate of 2.5%/year. Total maturity this month is 1,057 billion dong, bringing the amount of OMO in circulation to 1,050.63 trillion dong. Thus, all of this money will return to the State Bank before the end of March.

SELECTED NEWS

VN30

BANK

VCB

84,900

1D 0.00%

5D 2.91%

Buy Vol. 1,518,500

Sell Vol. 1,716,200

BID

43,400

1D -0.23%

5D 4.33%

Buy Vol. 4,137,100

Sell Vol. 4,565,500

CTG

32,850

1D -0.45%

5D 2.66%

Buy Vol. 6,444,000

Sell Vol. 10,237,300

TCB

49,600

1D -0.60%

5D 1.12%

Buy Vol. 5,337,400

Sell Vol. 8,496,600

VPB

36,650

1D -0.54%

5D -0.41%

Buy Vol. 12,660,200

Sell Vol. 19,983,000

MBB

32,150

1D -0.92%

5D 0.16%

Buy Vol. 16,643,600

Sell Vol. 19,004,900

HDB

28,000

1D -1.06%

5D 3.13%

Buy Vol. 5,241,100

Sell Vol. 8,015,500

TPB

40,050

1D -1.11%

5D 0.75%

Buy Vol. 5,666,000

Sell Vol. 7,879,200

STB

34,000

1D -0.15%

5D 3.34%

Buy Vol. 26,297,900

Sell Vol. 31,341,000

ACB

33,200

1D -0.30%

5D 1.22%

Buy Vol. 3,423,800

Sell Vol. 5,580,400

In recent years, the bank has been promoting cooperation with insurance companies, seeing it as a potential channel to increase non-interest income, especially in the situation that the COVID-19 epidemic has made credit growth affected. Most recently, on December 27, 2021, Sacombank and Dai-ichi Life Vietnam Insurance Company signed an exclusive insurance agency contract. In December 2021, HDBank and FWD Vietnam officially signed an exclusive cooperation in distributing FWD Vietnam's insurance products through HDBank's nationwide system....

REAL ESTATE

NVL

83,800

1D -0.36%

5D 8.27%

Buy Vol. 9,940,500

Sell Vol. 9,969,000

KDH

53,000

1D 0.38%

5D 4.74%

Buy Vol. 2,196,000

Sell Vol. 2,592,900

PDR

90,300

1D -1.10%

5D 5.24%

Buy Vol. 3,834,400

Sell Vol. 4,098,700

NVL: As of the end of Q4.2021, NVL owns 10,600 hectares of land. In which, 20% is real estate in the center of Ho Chi Minh City and satellite urban areas and 80% is resort real estate

OIL & GAS

GAS

112,300

1D -2.35%

5D 2.84%

Buy Vol. 1,097,100

Sell Vol. 1,231,700

POW

16,900

1D 2.42%

5D 3.68%

Buy Vol. 56,051,300

Sell Vol. 50,843,100

PLX

56,000

1D -1.41%

5D -0.36%

Buy Vol. 2,356,400

Sell Vol. 3,097,300

The warning that oil could reach $300 a barrel comes as the EU plans to discuss the imposition of an embargo on Russian crude.

VINGROUP

VIC

81,400

1D -0.97%

5D 4.23%

Buy Vol. 2,480,800

Sell Vol. 5,312,600

VHM

77,200

1D -1.03%

5D 4.04%

Buy Vol. 5,082,100

Sell Vol. 7,542,200

VRE

32,850

1D -1.05%

5D 3.46%

Buy Vol. 5,477,400

Sell Vol. 9,056,800

VIC: VinFast has successfully raised another 11,500 billion dong through the bond channel. The total outstanding debt of bonds issued by VinFast from 2019 to 2021 is VND 21,490 billion.

FOOD & BEVERAGE

VNM

76,100

1D -1.04%

5D -1.55%

Buy Vol. 5,335,100

Sell Vol. 5,891,600

MSN

147,000

1D -1.01%

5D 4.63%

Buy Vol. 2,648,200

Sell Vol. 2,654,700

SAB

157,500

1D 2.27%

5D 2.27%

Buy Vol. 303,200

Sell Vol. 230,600

VNM: Vinamilk has almost dominated the Vietnamese dairy market with over 55% market share, making this business almost no room for growth.

OTHERS

BVH

141,000

1D 0.14%

5D -4.08%

Buy Vol. 969,400

Sell Vol. 1,035,500

VJC

141,000

1D 0.14%

5D -4.08%

Buy Vol. 969,400

Sell Vol. 1,035,500

FPT

96,500

1D 0.10%

5D 5.35%

Buy Vol. 3,276,800

Sell Vol. 4,456,800

MWG

135,000

1D -0.15%

5D 2.74%

Buy Vol. 1,073,700

Sell Vol. 1,979,500

PNJ

105,100

1D -1.78%

5D 2.24%

Buy Vol. 930,100

Sell Vol. 1,714,900

GVR

35,400

1D 2.16%

5D 5.04%

Buy Vol. 3,110,300

Sell Vol. 4,032,100

SSI

44,200

1D -0.34%

5D 0.91%

Buy Vol. 11,412,300

Sell Vol. 13,410,700

HPG

46,800

1D -0.21%

5D 1.30%

Buy Vol. 27,454,600

Sell Vol. 37,183,100

GVR: GVR is managing more than 402,000 hectares of rubber. As expected, GVR will spend about 100,000 ha for industrial parks, industrial clusters, and hi-tech agriculture. Binh Phuoc is also the province that GVR is aiming for. In places with favorable locations, having the same planning as the locality, GVR will support the conversion to improve land use.