Market brief 12/04/2022
VIETNAM STOCK MARKET
VN-INDEX
1,455.25
1D -1.80%
YTD -2.87%
VN30
1,507.20
1D -1.12%
YTD -1.86%
HNX
421.01
1D -2.55%
YTD -11.18%
UPCOM
112.53
1D -1.15%
YTD -0.13%
Net Foreign buy (B)
-271.78
1D 0.00%
YTD 0.00%
Total trading value (B)
25,176.84
1D -9.88%
YTD -18.97%
Foreign investors continued to be net sellers of 272 billion dong in the session, VN-Index lost nearly 27 points. VPB was sold the most by foreign investors on HoSE with a value of 82 billion dong. HPG and VHM are behind with a net selling value of over 59 billion dong. Meanwhile, ETF certificates including E1VFVN30, FUESSVFL and FUEVFVND were all strongly net bought today.
ETF & DERIVATIVES
E1VFVN30
25,900
1D 0.08%
YTD 0.27%
FUEMAV30
17,760
1D -1.33%
YTD -1.82%
FUESSV30
18,770
1D 5.39%
YTD -1.21%
FUESSV50
22,000
1D -1.79%
YTD -3.93%
FUESSVFL
22,170
1D -0.58%
YTD -1.38%
FUEVFVND
30,000
1D -2.25%
YTD 6.95%
FUEVN100
20,000
1D -1.96%
YTD -6.89%
VN30F2209
1,503
1D -1.05%
YTD 0.00%
VN30F2206
1,506
1D -0.91%
YTD 0.00%
VN30F2205
1,508
1D -1.02%
YTD 0.00%
VN30F2204
1,509
1D -0.95%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,334.98
1D -0.49%
YTD -8.53%
Shanghai
3,213.33
1D -1.18%
YTD -11.72%
Kospi
2,666.76
1D -1.25%
YTD -10.44%
Hang Seng
21,319.13
1D 0.40%
YTD -8.88%
STI (Singapore)
3,330.25
1D -1.57%
YTD 6.61%
SET (Thái Lan)
1,674.34
1D -0.69%
YTD 1.01%
Crude oil ($/barrel)
98.00
1D 2.32%
YTD 28.10%
Gold ($/ounce)
1,955.00
1D 0.12%
YTD 7.37%
Asian stocks mixed, investors waited for US CPI. In Japan, the Nikkei 225 fell 0.49%. The Chinese market fell further with the Shanghai Composite down 1.18% Hong Kong's Hang Seng up 0.4%. South Korea's Kospi index fell 1.25%.
VIETNAM ECONOMY
Vnibor
2.11%
YTD (bps) 130
Deposit interest 12M
5.60%
5 year-Gov. Bond
2.28%
1D (bps) 14
YTD (bps) 127
10 year-Gov. Bond
2.82%
1D (bps) 18
YTD (bps) 82
USD/VND
23,105
1D (%) 0.44%
YTD (%) 0.72%
EUR/VND
25,318
1D (%) -1.02%
YTD (%) -4.34%
CNY/VND
3,663
1D (%) 0.16%
YTD (%) 0.14%
According to the Vietnam Food Association (VFA), within the past two weeks, the price of Vietnam's 100% broken rice export has been adjusted up three times, with the total increase in all three phases up to 17 USD/ton. The price of 100% broken rice in Vietnam is being sold at 355 USD/ton, about 7 USD/ton higher than the same rice in Pakistan. Prices of 5% broken and 25% broken rice in Vietnam remained stable at $415 and $395/ton.
EVENT CALENDAR
M
T
W
T
F
S
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18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
No event for this day
No event for this day
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SELECTED NEWS
- Interest rates on personal deposits increased again in early April
- Export price of rice increased sharply
- IFC will support Vietnam in promoting the development of the private sector
- OPEC: Can't Replace Russia's Lost Oil Supply
- WTO warns Russia-Ukraine tensions greatly affect global trade
- The global economy is facing the "double worry" of inflation and recession
VN30
BANK
VCB
82,400
1D -0.72%
5D -0.72%
Buy Vol. 1,244,600
Sell Vol. 1,434,200
BID
40,450
1D -3.46%
5D -6.58%
Buy Vol. 5,287,300
Sell Vol. 4,884,300
CTG
31,000
1D -3.28%
5D -4.17%
Buy Vol. 7,732,400
Sell Vol. 9,566,400
TCB
48,000
1D -1.74%
5D -2.14%
Buy Vol. 11,319,000
Sell Vol. 12,704,500
VPB
39,000
1D 0.52%
5D 1.83%
Buy Vol. 35,260,300
Sell Vol. 41,096,600
MBB
32,250
1D -2.86%
5D -1.23%
Buy Vol. 23,983,200
Sell Vol. 24,598,300
HDB
27,800
1D -1.59%
5D -3.30%
Buy Vol. 4,307,100
Sell Vol. 5,700,600
TPB
38,050
1D -5.35%
5D -6.74%
Buy Vol. 4,651,200
Sell Vol. 5,332,400
STB
30,800
1D -0.65%
5D -3.14%
Buy Vol. 16,927,500
Sell Vol. 15,694,000
ACB
33,450
1D -1.18%
5D 1.36%
Buy Vol. 6,759,500
Sell Vol. 9,359,600
VCB: According to the document of the annual shareholder meeting in 2022, Vietcombank plans to increase its profit before tax by at least 12% compared to the previous year, equivalent to at least 30,675 billion VND. Total assets increased by 8%, capital mobilization is expected to be 9% higher, in line with credit growth. Loan balance is expected to increase by 15%, NPL ratio is set to be lower than 1.5%. The bank plans to issue 856 million dividend-paying shares with an issue rate of 18.1%.
REAL ESTATE
NVL
85,000
1D -0.47%
5D -3.08%
Buy Vol. 5,356,700
Sell Vol. 6,596,500
KDH
50,100
1D -1.57%
5D -3.65%
Buy Vol. 938,000
Sell Vol. 1,397,400
PDR
90,000
1D -1.10%
5D -3.23%
Buy Vol. 3,965,000
Sell Vol. 4,115,200
PDR: On April 21, PDR will close the list of shareholders to issue more than 178.8 million shares to pay dividends in 2021. Issuance rate 36.3%.
OIL & GAS
GAS
108,900
1D -1.18%
5D -4.72%
Buy Vol. 938,500
Sell Vol. 1,048,300
POW
15,600
1D -3.70%
5D -4.59%
Buy Vol. 16,482,200
Sell Vol. 24,990,000
PLX
54,600
1D -2.85%
5D -2.67%
Buy Vol. 2,110,400
Sell Vol. 2,515,100
POW: Nhon Trach 3 & 4 are the first two thermal power projects using LNG fuel in Vietnam, implemented by POW, with many difficulties.
VINGROUP
VIC
81,300
1D -0.49%
5D -1.22%
Buy Vol. 3,449,700
Sell Vol. 4,720,500
VHM
73,000
1D -2.80%
5D -4.45%
Buy Vol. 5,585,000
Sell Vol. 7,083,600
VRE
31,100
1D -3.42%
5D -7.58%
Buy Vol. 7,415,000
Sell Vol. 7,244,800
In the week from April 4 to 8, VHM and VIC were both strongly sold by foreign investors with a value of 292 billion dong and 124 billion dong, respectively.
FOOD & BEVERAGE
VNM
76,800
1D -0.65%
5D -4.48%
Buy Vol. 3,258,700
Sell Vol. 3,354,600
MSN
125,400
1D 1.34%
5D -0.73%
Buy Vol. 1,850,500
Sell Vol. 2,225,700
SAB
163,300
1D -0.55%
5D -1.74%
Buy Vol. 254,600
Sell Vol. 219,300
MSN: Masan expects a net profit of at least VND 4,800 billion in 2022, private placement of 142.3 million shares and $500 million of convertible bonds.
OTHERS
BVH
138,000
1D -0.29%
5D -2.47%
Buy Vol. 957,400
Sell Vol. 1,018,200
VJC
138,000
1D -0.29%
5D -2.47%
Buy Vol. 957,400
Sell Vol. 1,018,200
FPT
109,800
1D 1.20%
5D 0.73%
Buy Vol. 5,051,700
Sell Vol. 4,586,000
MWG
152,700
1D 1.80%
5D -1.61%
Buy Vol. 4,246,600
Sell Vol. 4,242,000
PNJ
112,400
1D -1.83%
5D -4.58%
Buy Vol. 2,032,800
Sell Vol. 1,952,900
GVR
33,000
1D -5.31%
5D -9.34%
Buy Vol. 3,763,800
Sell Vol. 4,368,500
SSI
41,800
1D -2.79%
5D -5.64%
Buy Vol. 10,955,900
Sell Vol. 12,928,800
HPG
45,100
1D -2.80%
5D -2.17%
Buy Vol. 27,135,600
Sell Vol. 31,366,100
VJC: In 2021, Vietjet's freight activities will reach VND 2,954 billion, in which the revenue of in-trip freight will reach VND 2,654 billion, Vietjet continues to record rapid growth, with increased revenue from cargo. turnover increased sharply by over 200% over the same period. In the fourth quarter alone, freight revenue reached 1,446 billion dong, up 1,000 billion dong over the same period.
Market by numbers
TOP MOST TRADED TICKERS (VOLUME - IN MILLION)
FOREIGN NET FLOW 10 NEAREST SESSIONS (BILLION VND)
TOP INCREASES 3 CONSECUTIVE SESSIONS
TOP DECREASES 3 CONSECUTIVE SESSIONS
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