Market brief 29/08/2022
VIETNAM STOCK MARKET
VN-INDEX
1,270.80
1D -0.92%
YTD -15.18%
VN30
1,293.25
1D -1.04%
YTD -15.79%
HNX
295.54
1D -1.32%
YTD -37.65%
UPCOM
91.57
1D -1.41%
YTD -18.73%
Net Foreign buy (B)
-363.08
1D 0.00%
YTD 0.00%
Total trading value (B)
24,286.54
1D 26.49%
YTD -21.84%
Demand increased strongly at the end, VN-Index also dropped by nearly 12 points. Market liquidity increased sharply compared to the previous session. The total matched value reached 22,525 billion dong, up 30% compared to the previous session, of which, the matched value on HoSE alone increased 28% to 18,807 billion dong. Foreign investors net sold 370 billion dong on HoSE.
ETF & DERIVATIVES
E1VFVN30
21,810
1D -1.40%
YTD -15.56%
FUEMAV30
15,290
1D -1.04%
YTD -15.48%
FUESSV30
16,230
1D -8.87%
YTD -14.58%
FUESSV50
20,100
1D -2.38%
YTD -12.23%
FUESSVFL
17,630
1D -3.66%
YTD -21.57%
FUEVFVND
27,460
1D -0.72%
YTD -2.10%
FUEVN100
17,200
1D 0.00%
YTD -19.93%
VN30F2303
1,264
1D -0.92%
YTD 0.00%
VN30F2212
1,269
1D -1.09%
YTD 0.00%
VN30F2210
1,280
1D -0.56%
YTD 0.00%
VN30F2209
1,286
1D -0.54%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,878.96
1D 0.27%
YTD -3.17%
Shanghai
3,240.73
1D 0.14%
YTD -10.96%
Kospi
2,426.89
1D -2.18%
YTD -18.50%
Hang Seng
20,023.22
1D 0.27%
YTD -14.42%
STI (Singapore)
3,222.26
1D -1.05%
YTD 3.16%
SET (Thái Lan)
1,626.52
1D -1.18%
YTD -1.88%
Crude oil ($/barrel)
93.90
1D -0.02%
YTD 22.75%
Gold ($/ounce)
1,733.85
1D -0.23%
YTD -4.78%
Asian stocks mixed after Mr. Powell's warning. In Japan, the Nikkei 225 index rose 0.27%. South Korea's Kospi index fell 2.18%. The Shanghai Composite Index rose 0.14% to 3,240.73 points. Hong Kong's Hang Seng Index rose 0.27%.
VIETNAM ECONOMY
Vnibor
3.58%
1D (bps) -24
YTD (bps) 277
Deposit interest 12M
5.60%
5 year-Gov. Bond
3.22%
YTD (bps) 221
10 year-Gov. Bond
3.59%
1D (bps) -1
YTD (bps) 159
USD/VND
23,575
1D (%) 0.06%
YTD (%) 2.77%
EUR/VND
24,076
1D (%) 0.33%
YTD (%) -9.04%
CNY/VND
3,457
1D (%) -0.60%
YTD (%) -5.49%
According to information from the General Statistics Office, in August, the total import and export turnover of goods was estimated at 64.34 billion USD, up 5.2% over the previous month and up 17.3% over the same period last year. In the first eight months, the total import and export turnover of goods was estimated at US$497.64 billion, up 15.5% over the same period last year.
EVENT CALENDAR
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25
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29
30
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Ex-right date Mon, 11/25/24
No event for this day
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SELECTED NEWS
- Vietnam has a trade surplus of nearly 4 billion USD in 8 months
- CPI in 8 months of 2022 increased by 2.58% over the same period last year, core inflation increased by 1.64%
- In the first 8 months of the year, the State budget was more than 250 trillion VND
- Bloomberg: Russia may stop exporting natural gas to the EU for 1 year
- Fed accepts to sacrifice growth, continues to raise interest rates to control inflation
- The US may raise interest rates again in September
VN30
BANK
VCB
82,500
1D 0.00%
5D 3.13%
Buy Vol. 1,869,600
Sell Vol. 1,529,200
BID
39,000
1D -1.02%
5D 1.43%
Buy Vol. 2,805,100
Sell Vol. 2,358,800
CTG
27,900
1D -1.93%
5D -0.36%
Buy Vol. 7,324,100
Sell Vol. 7,365,000
TCB
38,750
1D -1.90%
5D 0.13%
Buy Vol. 7,363,200
Sell Vol. 7,523,600
VPB
31,200
1D -1.27%
5D -0.16%
Buy Vol. 33,749,300
Sell Vol. 24,802,100
MBB
23,400
1D -0.85%
5D 1.30%
Buy Vol. 26,205,600
Sell Vol. 18,596,100
HDB
25,950
1D -1.33%
5D 1.96%
Buy Vol. 4,455,100
Sell Vol. 4,664,600
TPB
27,700
1D -2.46%
5D -0.72%
Buy Vol. 3,489,000
Sell Vol. 3,688,800
STB
24,850
1D -1.00%
5D 0.61%
Buy Vol. 27,392,300
Sell Vol. 29,787,200
VIB
25,300
1D -0.39%
5D 1.20%
Buy Vol. 3,471,400
Sell Vol. 3,383,700
ACB
24,550
1D -1.01%
5D -0.41%
Buy Vol. 6,803,600
Sell Vol. 6,354,000
According to aggregated data, by the end Q2, 18/27 banks recorded a decrease in CASA ratio compared to the beginning of the year. The 9 banks that recorded an increase in CASA ratio were MSB, Vietcombank, BIDV, ABBank, Eximbank, NCB, SeABank, Bac A Bank, and VietBank. Currently the champion of CASA is still Techcombank with the rate of 43.4%, although down more than 3.6 percentage points compared to the beginning of the year. Customer deposits by the end of June 30 reached VND 321,634 billion, up 2.2% compared to the beginning of the year, demand deposits at VND 139,512 billion, down 5.6%.
REAL ESTATE
NVL
82,100
1D -1.44%
5D 0.37%
Buy Vol. 4,150,700
Sell Vol. 4,563,200
KDH
37,600
1D -1.96%
5D -0.27%
Buy Vol. 1,368,000
Sell Vol. 1,696,900
PDR
53,800
1D -4.44%
5D -4.10%
Buy Vol. 3,056,500
Sell Vol. 3,379,200
PDR: received the award of Top 10 most prestigious brands in Asia in 2022. The voting council highly appreciates the growth rate and sustainable development strategy that Phat Dat is pursuing.
OIL & GAS
GAS
117,500
1D 2.00%
5D 2.26%
Buy Vol. 1,342,800
Sell Vol. 1,326,800
POW
13,950
1D -2.11%
5D 2.20%
Buy Vol. 29,472,900
Sell Vol. 30,660,500
PLX
42,900
1D -1.38%
5D 1.30%
Buy Vol. 3,732,500
Sell Vol. 4,187,200
POW: On August 24, POW signed a working capital loan credit contract worth VND 1,500 billion with Vietcombank for Nhon Trach 3 & 4 Thermal Power Project.
VINGROUP
VIC
63,600
1D -2.15%
5D -3.64%
Buy Vol. 2,801,000
Sell Vol. 2,446,700
VHM
59,700
1D -1.00%
5D 0.51%
Buy Vol. 3,417,300
Sell Vol. 3,626,000
VRE
28,400
1D -1.56%
5D -2.24%
Buy Vol. 3,307,600
Sell Vol. 3,145,600
VHM: contributed more than 11,100b VND to establish 3 subsidiaries in Hung Yen. The main business of all 3 companies is real estate business. VHM's capital contribution ratio is 99.99%.
FOOD & BEVERAGE
VNM
75,500
1D -1.82%
5D 2.44%
Buy Vol. 5,798,100
Sell Vol. 4,850,800
MSN
112,200
1D 0.00%
5D 0.36%
Buy Vol. 941,700
Sell Vol. 1,020,900
SAB
188,000
1D 0.00%
5D -3.09%
Buy Vol. 302,200
Sell Vol. 220,500
MSN: Vision 2025 Masan expects to save 15% of the cost of the value chain from producer to retailer to consumer.
OTHERS
BVH
122,000
1D -0.81%
5D -1.53%
Buy Vol. 639,200
Sell Vol. 754,000
VJC
122,000
1D -0.81%
5D -1.53%
Buy Vol. 639,200
Sell Vol. 754,000
FPT
86,500
1D -0.80%
5D 0.81%
Buy Vol. 3,903,200
Sell Vol. 4,175,200
MWG
74,000
1D 2.49%
5D 11.28%
Buy Vol. 16,264,700
Sell Vol. 12,040,700
GVR
24,950
1D -1.77%
5D 5.50%
Buy Vol. 4,058,500
Sell Vol. 4,854,400
SSI
24,400
1D -1.61%
5D -1.21%
Buy Vol. 56,582,600
Sell Vol. 45,946,400
HPG
23,000
1D -2.13%
5D -1.50%
Buy Vol. 51,646,400
Sell Vol. 55,864,300
MWG: recently updated its business situation in 7 months of 2022. In terms of revenue structure, the total revenue of Mobile World (including Topzone) and Dien May Xanh (DMX) chains after 7 months is 65,500b, up 21% over the same period. In which, TGDD contributed 21,500b VND while DMX brought in 44 r VND. In July alone, the total sales of MWG's phone and electronics retail chains increased by 63% compared to the low year level in 2021.
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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