Market brief 06/05/2022
VIETNAM STOCK MARKET
VN-INDEX
1,360.68
1D 0.89%
YTD -9.18%
VN30
1,404.88
1D 1.10%
YTD -8.52%
HNX
358.75
1D -0.62%
YTD -24.31%
UPCOM
103.82
1D -0.19%
YTD -7.86%
Net Foreign buy (B)
-64.92
1D 0.00%
YTD 0.00%
Total trading value (B)
17,799.18
1D 5.70%
YTD -42.72%
Many stocks were sold off, VN-Index dropped more than 31 points. Market liquidity is still very low. The total matched value reached 16,724 billion dong, up 2% compared to the previous session, of which, the matched value on HoSE alone increased by 2.5% to 14,792 billion dong. Foreign investors net sold about 65 billion dong.
ETF & DERIVATIVES
E1VFVN30
22,990
1D -2.38%
YTD -10.99%
FUEMAV30
16,160
1D -2.06%
YTD -10.67%
FUESSV30
17,690
1D -0.67%
YTD -6.89%
FUESSV50
20,270
1D -6.80%
YTD -11.48%
FUESSVFL
19,730
1D 0.51%
YTD -12.23%
FUEVFVND
28,080
1D -1.82%
YTD 0.11%
FUEVN100
18,700
1D -2.35%
YTD -12.94%
VN30F2212
1,360
1D -2.70%
YTD 0.00%
VN30F2209
1,377
1D -1.61%
YTD 0.00%
VN30F2206
1,361
1D -2.68%
YTD 0.00%
VN30F2205
1,362
1D -2.89%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,003.56
1D 0.94%
YTD -6.21%
Shanghai
3,001.56
1D -2.16%
YTD -17.53%
Kospi
2,644.51
1D -1.23%
YTD -11.19%
Hang Seng
20,001.96
1D -1.41%
YTD -14.51%
STI (Singapore)
3,291.89
1D -1.55%
YTD 5.38%
SET (Thái Lan)
1,629.58
1D -0.83%
YTD -1.69%
Crude oil ($/barrel)
110.64
1D 2.30%
YTD 44.63%
Gold ($/ounce)
1,883.13
1D 0.84%
YTD 3.42%
Asian stocks fell, Japan upstream. Hong Kong's Hang Seng Index fell 1.41% to 20,001.96 points. In China, the Shanghai Composite Index fell 2.16% to 3,001.56 points. South Korea's Kospi index fell 1.23% to 2,644.51 points.
VIETNAM ECONOMY
Vnibor
1.63%
1D (bps) 7
YTD (bps) 82
Deposit interest 12M
5.60%
5 year-Gov. Bond
2.47%
1D (bps) 6
YTD (bps) 146
10 year-Gov. Bond
2.99%
1D (bps) -4
YTD (bps) 99
USD/VND
23,175
1D (%) 0.37%
YTD (%) 1.02%
EUR/VND
24,749
1D (%) -0.71%
YTD (%) -6.49%
CNY/VND
3,510
1D (%) -0.23%
YTD (%) -4.05%
According to a report of the Ministry of Industry and Trade, the total retail sales of goods and service revenue in the past 4 months had a remarkable growth compared to the same period last year, goods were abundant, purchasing power tended to increase. Retail sales of goods in the first four months of the year increased by 7.6% over the same period last year and food and foodstuffs alone increased by 13.2% due to rising commodity prices.
EVENT CALENDAR
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Ex-right date Sun, 11/24/24
No event for this day
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SELECTED NEWS
- The State Bank of Vietnam consults on amending regulations on refinancing of special bonds of VAMC
- Merchandise retail market has high growth again
- Pangasius exports skyrocket, seafood industry continues to be bountiful
- Fed creates volatility in financial markets: 3 consequences of tightening financial conditions
- Market is concerned about supply, oil prices rise
- Simultaneously raising interest rates, it is BoE's turn to raise it to a 13-year high
VN30
BANK
VCB
79,400
1D -1.98%
5D -1.85%
Buy Vol. 1,182,500
Sell Vol. 1,472,300
BID
37,000
1D -3.14%
5D -0.67%
Buy Vol. 2,716,100
Sell Vol. 2,675,800
CTG
27,000
1D -3.23%
5D -2.70%
Buy Vol. 3,934,200
Sell Vol. 4,654,500
TCB
41,500
1D -2.58%
5D -5.68%
Buy Vol. 8,675,300
Sell Vol. 7,515,500
VPB
34,150
1D -3.94%
5D -6.95%
Buy Vol. 22,256,500
Sell Vol. 20,416,100
MBB
28,000
1D -3.45%
5D -6.04%
Buy Vol. 14,588,700
Sell Vol. 13,401,500
HDB
24,050
1D -4.37%
5D -4.94%
Buy Vol. 4,094,200
Sell Vol. 3,732,700
TPB
33,600
1D -1.75%
5D 0.00%
Buy Vol. 3,111,000
Sell Vol. 5,161,200
STB
25,500
1D -5.20%
5D -7.94%
Buy Vol. 21,774,200
Sell Vol. 25,533,500
ACB
31,000
1D -2.21%
5D -5.20%
Buy Vol. 4,397,000
Sell Vol. 3,326,700
CTG: Q1/2022, net interest income decreased by 4.7% y/y, to VND10,145 billion. Net profit from service activities decreased by 0.4% to 1,278.1 billion dong. Trading securities posted a profit of 56.4 billion dong, down 68%, while investment securities trading lost 232.8 billion dong (the same period lost 110.2 billion dong). Foreign exchange activities recorded a profit increase of 1.3 times, to VND 783.6 billion, profit from other activities increased 4.2 times, to VND 1,877.5 billion.
REAL ESTATE
NVL
80,800
1D -0.49%
5D -1.46%
Buy Vol. 4,447,500
Sell Vol. 4,953,000
KDH
46,100
1D 0.00%
5D -3.76%
Buy Vol. 1,675,900
Sell Vol. 1,891,300
PDR
61,000
1D -0.81%
5D -1.77%
Buy Vol. 2,247,700
Sell Vol. 2,374,500
NVL: From May 11 to June 9, Nova Group JSC, registered to receive 106.65 million shares of NVL, raising its holdings to 637.17 million shares, accounting for 32.17% of the capital.
OIL & GAS
GAS
109,800
1D 0.37%
5D 3.58%
Buy Vol. 1,060,700
Sell Vol. 1,300,300
POW
13,900
1D -1.77%
5D 5.70%
Buy Vol. 28,703,100
Sell Vol. 26,117,100
PLX
45,800
1D -3.78%
5D -4.58%
Buy Vol. 1,699,600
Sell Vol. 1,984,800
PLX: Q1/2022 with net revenue of VND67,020b, up 75%. COGS increased more than 84%, so gross profit decreased by 18.2% to 2,777b dong. Gross profit margin decreased from 8.87% to 4.14%.
VINGROUP
VIC
79,800
1D -0.25%
5D -0.25%
Buy Vol. 2,756,800
Sell Vol. 3,535,200
VHM
68,700
1D -0.15%
5D 5.69%
Buy Vol. 8,070,100
Sell Vol. 9,658,300
VRE
29,600
1D -2.31%
5D -4.21%
Buy Vol. 8,997,500
Sell Vol. 10,052,600
VIC: At the end of Q1, loans and finance lease liabilities were VND30,199b; loans and long-term lease debt 109,349b dong, an increase of 7,300b dong.
FOOD & BEVERAGE
VNM
70,200
1D -2.64%
5D -5.39%
Buy Vol. 3,927,600
Sell Vol. 3,572,000
MSN
117,000
1D -1.68%
5D 0.86%
Buy Vol. 1,606,700
Sell Vol. 1,466,300
SAB
167,500
1D -1.12%
5D 3.33%
Buy Vol. 295,500
Sell Vol. 330,400
SAB: Regarding the increase in product prices this year, SAB leaders said that there are many reasons such as competition, raw material prices, and a more premium product portfolio.
OTHERS
BVH
128,000
1D -2.14%
5D -1.46%
Buy Vol. 520,000
Sell Vol. 610,500
VJC
128,000
1D -2.14%
5D -1.46%
Buy Vol. 520,000
Sell Vol. 610,500
FPT
100,200
1D -4.30%
5D -4.57%
Buy Vol. 3,863,800
Sell Vol. 3,866,500
MWG
146,600
1D -1.87%
5D -1.74%
Buy Vol. 2,096,600
Sell Vol. 1,888,400
PNJ
106,500
1D -3.18%
5D -1.39%
Buy Vol. 1,221,600
Sell Vol. 1,192,600
GVR
26,800
1D -4.96%
5D -7.11%
Buy Vol. 2,116,600
Sell Vol. 2,276,900
SSI
28,850
1D -6.94%
5D -14.01%
Buy Vol. 22,244,700
Sell Vol. 27,990,700
HPG
41,800
1D -0.59%
5D -3.46%
Buy Vol. 26,795,200
Sell Vol. 25,957,800
VJC: In Q1/2022, net revenue has shown signs of increasing 12% to 4,522b dong. However, COGS is still a burden for Vietjet when accounting for 4,779b dong, causing the company to continue to sink into a gross loss of 256b dong. (lower than the gross loss of the same period of 1,013b dong). Thanks to financial activities, which continued to contribute positively, VND 1,156b, although still down 17% 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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