Market brief 09/05/2022
VIETNAM STOCK MARKET
VN-INDEX
1,269.62
1D -4.49%
YTD -15.26%
VN30
1,314.04
1D -4.31%
YTD -14.43%
HNX
323.39
1D -5.84%
YTD -31.77%
UPCOM
96.50
1D -5.28%
YTD -14.36%
Net Foreign buy (B)
588.83
1D 0.00%
YTD 0.00%
Total trading value (B)
21,743.47
1D 12.89%
YTD -30.02%
Domestic individual investors continued to be net buyers of 835 billion dong on HoSE in the trading week of May 4-6 and in terms of order matching, this capital flow was net buying 1,021 billion dong. They were the strongest net buyers of DIG with 315 billion dong. After that, STB was also net bought nearly 288 billion dong. Stocks including NVL, KDH, TCB and VNM were all net bought over 100 billion dong.
ETF & DERIVATIVES
E1VFVN30
22,000
1D -4.31%
YTD -14.83%
FUEMAV30
15,330
1D -5.14%
YTD -15.26%
FUESSV30
18,440
1D 3.54%
YTD -2.95%
FUESSV50
19,000
1D -6.27%
YTD -17.03%
FUESSVFL
19,000
1D -3.70%
YTD -15.48%
FUEVFVND
26,300
1D -6.34%
YTD -6.24%
FUEVN100
18,400
1D -1.60%
YTD -14.34%
VN30F2212
1,306
1D -3.98%
YTD 0.00%
VN30F2209
1,303
1D -5.36%
YTD 0.00%
VN30F2206
1,310
1D -3.74%
YTD 0.00%
VN30F2205
1,308
1D -3.96%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,319.34
1D -2.53%
YTD -8.59%
Shanghai
3,004.14
1D 0.09%
YTD -17.46%
Kospi
2,610.81
1D -1.27%
YTD -12.32%
Hang Seng
20,001.96
1D 0.00%
YTD -14.51%
STI (Singapore)
3,275.07
1D -0.51%
YTD 4.85%
SET (Thái Lan)
1,604.49
1D -1.54%
YTD -3.21%
Crude oil ($/barrel)
106.83
1D -3.44%
YTD 39.65%
Gold ($/ounce)
1,859.03
1D -1.28%
YTD 2.10%
Asian markets mixed, investors awaited China trade data for April. In Japan, the Nikkei 225 index fell 2.53%, partly due to Fast Retailing's share price falling more than 5%. In mainland China, the market showed signs of improvement after falling at the beginning of the session. The Shanghai Composite Index rose 0.09%.
VIETNAM ECONOMY
Vnibor
1.70%
1D (bps) 7
YTD (bps) 89
Deposit interest 12M
5.60%
5 year-Gov. Bond
2.41%
1D (bps) -6
YTD (bps) 140
10 year-Gov. Bond
2.99%
YTD (bps) 99
USD/VND
23,170
1D (%) -0.02%
YTD (%) 1.00%
EUR/VND
1D (%) -
YTD (%) -
CNY/VND
3,481
1D (%) -0.83%
YTD (%) -4.84%
According to a report by the Ministry of Planning and Investment, this year's estimated state budget payment until April 30 is more than 95,724 billion VND, reaching nearly 18.5% of the plan assigned by the Prime Minister for the whole year, approximately the same period last year (reaching nearly 18.7%). According to the Ministry of Planning and Investment, there are 17 ministries and central agencies that have not yet disbursed capital plans in the first 4 months of the year.
EVENT CALENDAR
M
T
W
T
F
S
S
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
- Proposal to extend VND 20,000 billion of special consumption tax on domestically produced cars
- Disbursement of public investment capital in 4 months is estimated at 18.5% of the year plan
- The supply of gasoline and oil in the second quarter is expected to be 1.5 million m3 in excess
- G7 agrees to increase economic pressure on Russia
- China: Export growth slowest in 2 years
- Europe accepts to buy natural gas at exceptionally high prices
VN30
BANK
VCB
77,900
1D -1.89%
5D -3.71%
Buy Vol. 2,183,500
Sell Vol. 2,730,100
BID
34,450
1D -6.89%
5D -7.52%
Buy Vol. 3,238,000
Sell Vol. 3,722,700
CTG
25,150
1D -6.85%
5D -9.37%
Buy Vol. 7,667,400
Sell Vol. 9,757,200
TCB
38,600
1D -6.99%
5D -12.27%
Buy Vol. 15,534,200
Sell Vol. 16,955,000
VPB
31,800
1D -6.88%
5D -13.35%
Buy Vol. 29,890,900
Sell Vol. 37,710,700
MBB
26,200
1D -6.43%
5D -12.08%
Buy Vol. 24,831,300
Sell Vol. 23,092,900
HDB
23,000
1D -4.37%
5D -9.09%
Buy Vol. 5,622,300
Sell Vol. 6,962,000
TPB
31,600
1D -5.95%
5D -5.95%
Buy Vol. 3,509,300
Sell Vol. 3,963,100
STB
23,750
1D -6.86%
5D -14.26%
Buy Vol. 27,672,400
Sell Vol. 42,576,200
ACB
30,600
1D -1.29%
5D -6.42%
Buy Vol. 7,001,200
Sell Vol. 7,835,600
By the end of the first quarter, BIDV still held the top position of the bank attracting the most customer deposits with more than 1.39 million billion of customer deposits. The runner-up is VietinBank with more than 1.21 million billion. The third place belongs to Vietcombank when attracting more than 1.18 million billion from customers. In fourth place is SCB, holding 559 trillion in customer deposits. Following is Sacombank with 458 trillion. MB ranks in the top 6 with customer deposits of 390 trillion. ACB followed with 386 trillion in deposits.
REAL ESTATE
NVL
78,500
1D -2.85%
5D -4.27%
Buy Vol. 4,035,300
Sell Vol. 5,678,400
KDH
42,900
1D -6.94%
5D -10.44%
Buy Vol. 1,329,500
Sell Vol. 1,902,900
PDR
59,300
1D -2.79%
5D -4.51%
Buy Vol. 2,531,900
Sell Vol. 2,992,500
PDR: cooperates with leading names such as Centara Hotels & Resorts, GSA, Meinhardt, ACONS, Red Design to develop the Ngo May beach resort real estate complex in Quy Nhon.
OIL & GAS
GAS
104,900
1D -4.46%
5D -1.04%
Buy Vol. 929,700
Sell Vol. 1,196,500
POW
12,950
1D -6.83%
5D -1.52%
Buy Vol. 21,730,500
Sell Vol. 31,831,200
PLX
42,600
1D -6.99%
5D -11.25%
Buy Vol. 3,118,100
Sell Vol. 3,970,600
GAS: In the first 4 months of 2022, total revenue is estimated at 37,460 billion VND, profit before tax is 5,696 billion VND, profit after tax is 4,544 billion VND; exceeded the plan by 41 - 87%.
VINGROUP
VIC
79,100
1D -0.88%
5D -1.13%
Buy Vol. 3,160,800
Sell Vol. 4,627,200
VHM
68,000
1D -1.02%
5D 4.62%
Buy Vol. 7,450,700
Sell Vol. 9,195,400
VRE
28,200
1D -4.73%
5D -8.74%
Buy Vol. 9,494,700
Sell Vol. 10,676,500
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
70,000
1D -0.28%
5D -5.66%
Buy Vol. 3,824,900
Sell Vol. 4,116,500
MSN
114,900
1D -1.79%
5D -0.95%
Buy Vol. 1,587,700
Sell Vol. 2,010,300
SAB
160,100
1D -4.42%
5D -1.23%
Buy Vol. 318,600
Sell Vol. 333,800
VNM: was in the top stocks that were bought the most by foreign investors in the last trading week with a value of more than 100 billion dong.
OTHERS
BVH
124,000
1D -3.13%
5D -4.54%
Buy Vol. 684,500
Sell Vol. 951,800
VJC
124,000
1D -3.13%
5D -4.54%
Buy Vol. 684,500
Sell Vol. 951,800
FPT
94,000
1D -6.19%
5D -10.48%
Buy Vol. 6,872,700
Sell Vol. 6,900,600
MWG
136,400
1D -6.96%
5D -8.58%
Buy Vol. 3,482,200
Sell Vol. 4,046,400
PNJ
99,100
1D -6.95%
5D -8.24%
Buy Vol. 1,445,700
Sell Vol. 2,194,900
GVR
24,950
1D -6.90%
5D -13.52%
Buy Vol. 2,700,200
Sell Vol. 4,847,300
SSI
26,850
1D -6.93%
5D -19.97%
Buy Vol. 27,416,700
Sell Vol. 33,959,700
HPG
39,950
1D -4.43%
5D -7.74%
Buy Vol. 36,534,000
Sell Vol. 39,592,200
MWG: recorded a record revenue of VND 36,467 billion in Q1, up 18% QoQ. Profit after tax is 1,445 billion dong, up 8% and is the second highest in the history of operation. The 3 chains The Gioi Di Dong, Dien May Xanh and Topzone alone contributed VND 30,000 billion, up 21% over the same period last year. Bach Hoa Xanh chain achieved VND 6,040 billion in revenue, up 2% compared to the first quarter of 2021; An Khang pharmacy chain recorded 3.7 times more sales than the same period last year.
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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