Morning brief 22/06/2022
VIETNAM STOCK MARKET
VN-INDEX
1,169.27
1D -0.27%
YTD -21.96%
VN30
1,227.18
1D 0.22%
YTD -20.09%
HNX
269.39
1D 1.80%
YTD -43.17%
UPCOM
85.63
1D 0.71%
YTD -24.01%
Net Foreign buy (B)
56.09
1D 0.00%
YTD 0.00%
Total trading value (B)
16,034.99
1D -14.44%
YTD -48.39%
Banking, real estate and securities stocks raced to the ceiling. Market liquidity decreased compared to the previous session. The total matched value reached VND 14,200 billion, down 9.9%, of which, the matched value on HoSE alone decreased by 12.3% to VND 11,914 billion. Foreign investors net bought about 56 billion dong.
ETF & DERIVATIVES
E1VFVN30
20,900
1D 1.46%
YTD -19.09%
FUEMAV30
14,510
1D 0.42%
YTD -19.79%
FUESSV30
15,210
1D -14.60%
YTD -19.95%
FUESSV50
17,650
1D 0.17%
YTD -22.93%
FUESSVFL
15,400
1D 0.33%
YTD -31.49%
FUEVFVND
26,980
1D 0.30%
YTD -3.81%
FUEVN100
15,390
1D -0.71%
YTD -28.35%
VN30F2212
1,220
1D -0.36%
YTD 0.00%
VN30F2209
1,220
1D -0.43%
YTD 0.00%
VN30F2208
1,220
1D -0.40%
YTD 0.00%
VN30F2207
1,216
1D -0.98%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,149.55
1D -0.02%
YTD -9.18%
Shanghai
3,267.20
1D -1.20%
YTD -10.24%
Kospi
2,342.81
1D -2.74%
YTD -21.32%
Hang Seng
21,008.34
1D -1.66%
YTD -10.21%
STI (Singapore)
3,093.31
1D -0.78%
YTD -0.97%
SET (Thái Lan)
1,560.02
1D -0.92%
YTD -5.89%
Crude oil ($/barrel)
104.56
1D -2.36%
YTD 36.68%
Gold ($/ounce)
1,833.95
1D 0.20%
YTD 0.72%
Asian stocks fall, BoJ favors ultra-low interest rate policy. In Japan, the Nikkei 225 index fell 0.02%. Korean stocks fell the most in the region. The Kospi index fell 2.74%. Chinese stocks were also in the red. The Shanghai Composite Index fell 1.2% to 3,267.20 points. Hong Kong's Hang Seng Index fell 1.66%.
VIETNAM ECONOMY
Vnibor
0.37%
YTD (bps) -44
Deposit interest 12M
5.60%
5 year-Gov. Bond
2.62%
YTD (bps) 161
10 year-Gov. Bond
3.17%
YTD (bps) 117
USD/VND
23,460
1D (%) 0.37%
YTD (%) 2.27%
EUR/VND
24,888
1D (%) -0.99%
YTD (%) -5.97%
CNY/VND
3,531
1D (%) 0.03%
YTD (%) -3.47%
The trading session on June 21 witnessed a remarkable move for the Vietnamese financial system when the State Bank (SBV) officially returned to the treasury bill channel after 2 consecutive years of being frozen. Accordingly, the State Bank sold 200 billion dong of 7-day bills at an interest rate of 0.3% per year, equivalent to a net withdrawal of 200 billion dong through this channel.
EVENT CALENDAR
M
T
W
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F
S
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25
26
27
28
29
30
01
Ex-right date Mon, 11/25/24
No event for this day
No event for this day
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No event for this day
No event for this day
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SELECTED NEWS
- Ho Chi Minh City calls for investment in 197 projects in 2022
- The State Bank of Vietnam restarts the money-sucking channel after two years of freezing
- Removing obstacles in the implementation of reducing VAT to 8%
- UK inflation hit 9.1%
- Reuters: Fed may raise interest rates 75 basis points in July
- EC President warns EU not to return to coal use
VN30
BANK
VCB
76,000
1D -2.19%
5D -0.65%
Buy Vol. 1,668,100
Sell Vol. 1,965,600
BID
30,500
1D 0.66%
5D -4.69%
Buy Vol. 2,400,900
Sell Vol. 2,278,900
CTG
23,600
1D 2.39%
5D -3.67%
Buy Vol. 5,124,800
Sell Vol. 5,250,500
TCB
34,800
1D 5.45%
5D -2.52%
Buy Vol. 10,402,900
Sell Vol. 8,826,200
VPB
28,400
1D 4.41%
5D -1.56%
Buy Vol. 12,323,400
Sell Vol. 11,010,600
MBB
23,450
1D 4.45%
5D -5.82%
Buy Vol. 17,711,200
Sell Vol. 14,607,000
HDB
23,600
1D 0.00%
5D -3.67%
Buy Vol. 2,039,000
Sell Vol. 2,570,100
TPB
26,200
1D 2.14%
5D -1.32%
Buy Vol. 2,658,500
Sell Vol. 3,083,000
STB
20,500
1D 6.77%
5D -0.97%
Buy Vol. 24,644,600
Sell Vol. 17,959,600
ACB
23,750
1D 3.26%
5D 0.64%
Buy Vol. 5,806,700
Sell Vol. 3,962,700
ACB: ACB has risen and ranked first in terms of premiums (APE) in the first 4 months with a total APE premium of 565 billion dong. In 2021, the bank ranked 5th in terms of insurance premium revenue of about 1,300 billion VND. ACB signed a 15-year exclusive bancassurance contract with Sun Life in 2020
REAL ESTATE
NVL
75,500
1D 0.00%
5D -1.18%
Buy Vol. 3,078,800
Sell Vol. 4,017,500
KDH
38,500
1D -0.39%
5D 1.05%
Buy Vol. 855,300
Sell Vol. 1,000,800
PDR
51,800
1D 2.57%
5D 6.15%
Buy Vol. 2,881,400
Sell Vol. 2,704,000
NVL: Novaland implemented a stock bonus at the rate of 24.5% to increase capital to nearly 24,300 billion dong. Accordingly, NVL will issue nearly 477.7 million new shares.
OIL & GAS
GAS
111,200
1D -6.95%
5D -10.32%
Buy Vol. 2,508,200
Sell Vol. 3,727,200
POW
13,000
1D -6.81%
5D -10.34%
Buy Vol. 56,231,600
Sell Vol. 72,401,600
PLX
39,500
1D 1.28%
5D -3.66%
Buy Vol. 1,041,800
Sell Vol. 1,172,500
PLX: belongs to the group will arrange to reduce the state ownership from 51-65% in period of 2021-2025. Based on the new guidance, the group will soon have a plan to reduce it below 65%.
VINGROUP
VIC
75,000
1D 0.00%
5D -2.22%
Buy Vol. 2,180,500
Sell Vol. 2,856,500
VHM
64,800
1D -0.31%
5D -1.67%
Buy Vol. 4,697,600
Sell Vol. 6,314,800
VRE
28,500
1D 1.79%
5D -1.38%
Buy Vol. 1,911,300
Sell Vol. 2,112,600
VIC: VinFast is ambitious to deliver 1 million electric cars globally in the next 5 years. VinFast may start building a factory in North Carolina in September this year.
FOOD & BEVERAGE
VNM
70,600
1D -4.21%
5D 9.46%
Buy Vol. 3,373,100
Sell Vol. 4,812,700
MSN
106,000
1D -4.50%
5D 0.00%
Buy Vol. 1,212,400
Sell Vol. 1,453,900
SAB
156,000
1D 0.65%
5D 2.63%
Buy Vol. 198,600
Sell Vol. 302,400
MSN: Saving on selling and administrative expenses and increasing gross profit margin is the key to making WinCommerce very close to the break-even point at the end of 2021.
OTHERS
BVH
129,300
1D 1.17%
5D 3.86%
Buy Vol. 1,115,800
Sell Vol. 1,124,700
VJC
129,300
1D 1.17%
5D 3.86%
Buy Vol. 1,115,800
Sell Vol. 1,124,700
FPT
84,500
1D -5.16%
5D -6.63%
Buy Vol. 4,238,300
Sell Vol. 5,012,800
MWG
69,800
1D -5.03%
5D -5.48%
Buy Vol. 6,330,400
Sell Vol. 8,241,000
PNJ
116,000
1D -3.17%
5D -1.69%
Buy Vol. 1,922,100
Sell Vol. 1,915,600
GVR
21,800
1D 0.46%
5D -5.42%
Buy Vol. 2,610,500
Sell Vol. 2,395,900
SSI
17,700
1D 7.06%
5D -13.50%
Buy Vol. 34,340,600
Sell Vol. 12,083,300
HPG
21,500
1D 3.37%
5D -3.37%
Buy Vol. 35,723,300
Sell Vol. 31,880,500
HPG: To imagine the fierce fall of the leading steel stock, the $5.6 billion loss that Hoa Phat lost in just the past 8 months is more than 3 times the capitalization of two large securities companies. The market capitalization is VND and SSI combined and is equivalent to the total capitalization of 5 mid-range commercial banks such as VIB, MSB, OCB, LPB, and NCB.
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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