Market brief 26/05/2022
VIETNAM STOCK MARKET
VN-INDEX
1,268.57
1D 0.01%
YTD -15.33%
VN30
1,309.50
1D -0.09%
YTD -14.73%
HNX
313.29
1D -0.51%
YTD -33.90%
UPCOM
94.95
1D 0.18%
YTD -15.73%
Net Foreign buy (B)
-276.55
1D 0.00%
YTD 0.00%
Total trading value (B)
16,190.91
1D -17.88%
YTD -47.89%
Foreign investors net sold again 276 billion dong on May 26. HPG was sold the most on HoSE with 103 billion dong. VIC and DXG were net sold at 65 billion dong and 57 billion dong respectively. On the other hand, domestic ETF certificates FUEVFVND were bought the most with 208 billion dong. DGC ranked second in the list of foreign investors' net buying with 32 billion dong.
ETF & DERIVATIVES
E1VFVN30
21,930
1D -0.32%
YTD -15.10%
FUEMAV30
15,440
1D 0.26%
YTD -14.65%
FUESSV30
16,430
1D -7.75%
YTD -13.53%
FUESSV50
19,500
1D 2.15%
YTD -14.85%
FUESSVFL
17,500
1D 0.34%
YTD -22.15%
FUEVFVND
27,500
1D 1.51%
YTD -1.96%
FUEVN100
17,000
1D 1.80%
YTD -20.86%
VN30F2212
1,291
1D -0.38%
YTD 0.00%
VN30F2209
1,297
1D -0.14%
YTD 0.00%
VN30F2206
1,301
1D 0.12%
YTD 0.00%
VN30F2205
1,283
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,604.84
1D -0.38%
YTD -7.60%
Shanghai
3,123.11
1D 0.50%
YTD -14.20%
Kospi
2,612.45
1D -0.18%
YTD -12.26%
Hang Seng
20,116.20
1D 0.07%
YTD -14.02%
STI (Singapore)
3,209.18
1D 0.93%
YTD 2.74%
SET (Thái Lan)
1,633.73
1D 0.53%
YTD -1.44%
Crude oil ($/barrel)
111.31
1D 0.69%
YTD 45.50%
Gold ($/ounce)
1,842.44
1D -0.48%
YTD 1.19%
Asian stocks mixed after a rally in the US. The Shanghai Composite Index gained 0.5% while the Hang Seng Index gained 0.07%. In Japan, the Nikkei 225 lost 0.38%. South Korea's Kospi index fell 0.18%.
VIETNAM ECONOMY
Vnibor
0.93%
1D (bps) -11
YTD (bps) 12
Deposit interest 12M
5.60%
5 year-Gov. Bond
2.49%
1D (bps) -3
YTD (bps) 148
10 year-Gov. Bond
3.03%
1D (bps) -4
YTD (bps) 103
USD/VND
23,430
1D (%) 0.39%
YTD (%) 2.14%
EUR/VND
25,298
1D (%) -1.04%
YTD (%) -4.42%
CNY/VND
3,519
1D (%) -0.48%
YTD (%) -3.80%
The SBV has just issued Circular 03/2022/TT-NHNN guiding commercial banks to support interest rates according to Decree No. 31/2022/ND-CP dated May 20, 2022 of the Government on interest rate support from the state budget for loans of enterprises, cooperatives and business households. Thus, only a few days after the decree was issued, the State Bank quickly organized instructions to implement this important stimulus program.
EVENT CALENDAR
M
T
W
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F
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18
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21
22
23
24
Ex-right date Sun, 11/24/24
No event for this day
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SELECTED NEWS
- The State Bank quickly guides the implementation of interest rate support
- Vietnam is in the Top 3 countries with the highest tourism development capacity in the world
- Hai Phong promotes investment with French enterprises
- The Fed may raise interest rates by 1% after the next two meetings
- US: Government budget deficit is expected to decrease to 1 trillion USD
- Central Bank of Russia cuts interest rates from 14% to 11%
VN30
BANK
VCB
76,700
1D -0.39%
5D 0.92%
Buy Vol. 1,421,600
Sell Vol. 1,624,100
BID
35,100
1D 0.57%
5D 1.30%
Buy Vol. 3,035,600
Sell Vol. 2,676,200
CTG
26,700
1D -0.74%
5D 2.30%
Buy Vol. 7,723,100
Sell Vol. 9,298,100
TCB
36,700
1D 0.55%
5D 2.51%
Buy Vol. 8,465,300
Sell Vol. 9,081,100
VPB
31,050
1D -1.43%
5D 1.97%
Buy Vol. 15,549,100
Sell Vol. 17,688,300
MBB
27,650
1D -1.43%
5D 3.36%
Buy Vol. 12,557,900
Sell Vol. 15,361,200
HDB
25,550
1D -0.39%
5D 5.14%
Buy Vol. 3,039,300
Sell Vol. 4,061,400
TPB
31,600
1D -0.94%
5D 1.44%
Buy Vol. 2,291,200
Sell Vol. 2,713,100
STB
22,400
1D -1.54%
5D 2.99%
Buy Vol. 29,989,500
Sell Vol. 37,647,400
ACB
30,350
1D 1.17%
5D 6.12%
Buy Vol. 4,300,000
Sell Vol. 5,059,000
CTG: some banks have not classified their debts appropriately. Specifically, after the audit, VietinBank's group 1 debt balance decreased by 243.94 billion VND, while the group 2, 3, 4, and 5 loans increased by 166.10 billion VND; 34.72 billion VND; VND 15.93 billion and VND 27.19 billion respectively. PGBank reduced the outstanding loans of group 1 by 45.49 billion dong, increased the outstanding loans of group 2 by 34.07 billion dong, group 3 increased by 9.62 billion dong, group 4 increased by 0.35 billion dong and group 5 increased by 1.45 billion dong.
REAL ESTATE
NVL
78,000
1D -1.14%
5D 0.00%
Buy Vol. 4,106,700
Sell Vol. 4,641,100
KDH
41,450
1D 1.34%
5D -0.12%
Buy Vol. 1,642,800
Sell Vol. 1,370,300
PDR
53,600
1D 1.52%
5D -0.74%
Buy Vol. 3,664,300
Sell Vol. 3,426,400
Leading in inventory is NVL with more than 120 trillion VND (up 9%). In terms of growth, KDH's inventory increased by 48% after 3 months, at more than 11 trillion dong.
OIL & GAS
GAS
107,600
1D -0.74%
5D 1.70%
Buy Vol. 997,500
Sell Vol. 1,382,800
POW
13,150
1D -1.87%
5D 2.73%
Buy Vol. 23,120,000
Sell Vol. 25,300,900
PLX
42,550
1D 2.78%
5D 5.06%
Buy Vol. 3,258,000
Sell Vol. 2,966,000
The influx of cheaper Russian gas has pressured other regional suppliers such as Kazakhstan and Uzbekistan to cut prices.
VINGROUP
VIC
77,700
1D 0.00%
5D -0.26%
Buy Vol. 3,561,700
Sell Vol. 3,811,600
VHM
68,700
1D 1.18%
5D 2.54%
Buy Vol. 6,068,000
Sell Vol. 6,596,100
VRE
29,600
1D 0.51%
5D 8.03%
Buy Vol. 3,352,800
Sell Vol. 5,076,900
VIC: in Q1/2022 profit increased by 17% although the decrease in revenue thanks to a profit of more than 10tr dong from liquidation of financial investments and the transfer of subsidiaries.
FOOD & BEVERAGE
VNM
71,300
1D -0.83%
5D 3.33%
Buy Vol. 2,551,800
Sell Vol. 3,644,800
MSN
108,600
1D -1.72%
5D -1.63%
Buy Vol. 1,377,200
Sell Vol. 1,488,700
SAB
153,000
1D -0.65%
5D -6.08%
Buy Vol. 361,600
Sell Vol. 426,000
VNM: Tall Vietnam Milk Fund and Vinamilk officially kicked off the journey to give 1.9m glasses of milk to children in 2022, also a special milestone marking 15 years of this program.
OTHERS
BVH
125,000
1D -0.56%
5D -0.24%
Buy Vol. 748,600
Sell Vol. 758,300
VJC
125,000
1D -0.56%
5D -0.24%
Buy Vol. 748,600
Sell Vol. 758,300
FPT
105,600
1D 0.57%
5D 8.87%
Buy Vol. 2,733,500
Sell Vol. 3,398,600
MWG
139,000
1D 0.00%
5D 4.51%
Buy Vol. 1,164,000
Sell Vol. 1,292,700
PNJ
114,300
1D -0.95%
5D 11.95%
Buy Vol. 946,000
Sell Vol. 1,957,900
GVR
25,350
1D 0.00%
5D 10.46%
Buy Vol. 3,009,700
Sell Vol. 2,904,200
SSI
29,450
1D 2.26%
5D 3.33%
Buy Vol. 54,477,100
Sell Vol. 50,018,600
HPG
35,000
1D 1.60%
5D -7.65%
Buy Vol. 29,532,500
Sell Vol. 28,367,300
HPG: After Dung Quat 2, the company is studying to build Dung Quat 3 steel factory with a capacity of 6 million tons/year, maybe not located in Dung Quat. Thus, Hoa Phat's total capacity will increase to 21 million tons, equivalent to Vietnam's current steel consumption demand. Hoa Phat will produce part of HRC here, in addition to U steel, Y steel. The project will be implemented after 2025.
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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