Market Brief 27/09/2022
VIETNAM STOCK MARKET
VN-INDEX
1,166.54
1D -0.67%
YTD -22.14%
VN30
1,182.46
1D -0.40%
YTD -23.00%
HNX
255.52
1D -0.06%
YTD -46.09%
UPCOM
86.71
1D 0.03%
YTD -23.05%
Net Foreign buy (B)
-401.02
1D 0.00%
YTD 0.00%
Total trading value (B)
12,734.24
1D -36.61%
YTD -59.02%
After the strong downward pressure at the beginning of the week, the Vietnamese stock market experienced a continuous struggle and reversal. Selling pressure still prevailed and increased strongly at the end of the session, causing VN-Index to drop nearly 8 points. The whole market recorded 477 decliners, while 414 gainers. Some industry groups recovered and kept the green color such as electricity, banking, securities
ETF & DERIVATIVES
E1VFVN30
20,230
1D -0.20%
YTD -21.68%
FUEMAV30
13,950
1D -0.36%
YTD -22.89%
FUESSV30
14,280
1D -19.82%
YTD -24.84%
FUESSV50
18,410
1D -6.78%
YTD -19.61%
FUESSVFL
15,650
1D 1.56%
YTD -30.38%
FUEVFVND
25,170
1D 0.04%
YTD -10.27%
FUEVN100
15,200
1D -1.81%
YTD -29.24%
VN30F2303
1,189
1D -0.04%
YTD 0.00%
VN30F2212
1,185
1D -0.46%
YTD 0.00%
VN30F2211
1,183
1D -0.04%
YTD 0.00%
VN30F2210
1,185
1D -0.59%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,571.87
1D -0.16%
YTD -7.71%
Shanghai
3,093.86
1D 1.40%
YTD -15.00%
Kospi
2,223.86
1D 0.13%
YTD -25.31%
Hang Seng
17,860.31
1D 0.21%
YTD -23.67%
STI (Singapore)
3,165.50
1D -0.52%
YTD 1.34%
SET (Thái Lan)
1,610.58
1D -0.66%
YTD -2.84%
Crude oil ($/barrel)
77.53
1D 0.61%
YTD 1.35%
Gold ($/ounce)
1,641.50
1D 0.28%
YTD -9.85%
After several volatile sessions, Asian stock markets were more "quiet" in the session 27/9, in the context of most assets falling in price. In Japan, the Nikkei 225 index fell 0.16% to 26,571.87 points. Korea's Kospi index also ended a series of "red floor" sessions in a row to reverse and increase 0.13% to 2,223.86 points. In China, the Hang Seng index increased 0.21% to 17,860.31 points
VIETNAM ECONOMY
Vnibor
5.12%
1D (bps) 23
YTD (bps) 431
Deposit interest 12M
5.60%
5 year-Gov. Bond
4.13%
1D (bps) 10
YTD (bps) 312
10 year-Gov. Bond
4.56%
1D (bps) 20
YTD (bps) 256
USD/VND
23,883
1D (%) 0.08%
YTD (%) 4.11%
EUR/VND
23,545
1D (%) -0.14%
YTD (%) -11.04%
CNY/VND
3,382
1D (%) -0.03%
YTD (%) -7.55%
Last week, the State Bank (SBV) increased a series of operating interest rates by 1%. Besides, the SBV net withdrew a total of 34.6 trillion dong through the open market channel and more than 23 trillion dong through the foreign currency sale channel. With the above adjustment, the operating interest rate has returned to the same level as in March 2020 and is 50 basis points lower than before Covid (except for the ceiling of deposit interest rates under 6 months).
EVENT CALENDAR
M
T
W
T
F
S
S
25
26
27
28
29
30
01
Ex-right date Mon, 11/25/24
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
SELECTED NEWS
- VCCI proposes to reduce the entire excise tax on gasoline
- Seafood export turnover in 8 months increased by 37%
- Invested more than VND 2,238 billion to build infrastructure of Dong Soc industrial park
- Reuters: America faces the possibility of a natural gas shortage
- Two Nord Stream pipelines 1 and 2 have problems together
- India wants to become a semiconductor powerhouse
VN30
BANK
VCB
74,300
1D -0.93%
5D -6.19%
Buy Vol. 891,200
Sell Vol. 1,785,600
BID
33,700
1D 0.90%
5D -4.13%
Buy Vol. 1,334,800
Sell Vol. 1,329,400
CTG
23,450
1D -0.21%
5D -9.81%
Buy Vol. 4,997,200
Sell Vol. 5,224,700
TCB
33,500
1D 0.75%
5D -4.42%
Buy Vol. 4,636,000
Sell Vol. 4,037,700
VPB
27,400
1D -0.72%
5D -8.67%
Buy Vol. 22,152,800
Sell Vol. 20,758,700
MBB
20,200
1D 0.50%
5D -5.39%
Buy Vol. 10,343,400
Sell Vol. 6,790,700
HDB
19,300
1D 2.88%
5D -2.72%
Buy Vol. 2,448,600
Sell Vol. 2,927,500
TPB
24,900
1D 0.00%
5D -1.97%
Buy Vol. 1,654,100
Sell Vol. 1,689,700
STB
20,500
1D 0.00%
5D -7.45%
Buy Vol. 10,171,900
Sell Vol. 9,577,900
VIB
23,250
1D 3.10%
5D 4.26%
Buy Vol. 6,725,300
Sell Vol. 6,664,600
ACB
22,400
1D 0.90%
5D -2.18%
Buy Vol. 2,647,900
Sell Vol. 2,694,600
VCB, CTG, Agribank have just increased deposit interest rates by more than 1%/year. The big 4 interest rate increase will significantly affect the interest rate level of the market because these banks account for more than 45% of the deposit market share of the whole system. Specifically, on September 27, VCB updated the new deposit interest rate schedule and increased sharply by 0.8-1.3%/year in many terms. Accordingly, CTG's 1 month - 3 months term interest rate also increased by 1% to 4.1%/year, and the 3-months - 6 months term interest rate increased to 4.4%/year. For periods of 12 months or more, this bank applies a new interest rate of 6.4%/year, 0.8%/year higher than before
REAL ESTATE
NVL
84,500
1D 0.00%
5D -0.12%
Buy Vol. 3,891,100
Sell Vol. 3,729,400
KDH
29,400
1D -0.68%
5D -11.98%
Buy Vol. 5,070,300
Sell Vol. 4,040,800
PDR
50,000
1D -0.79%
5D -3.29%
Buy Vol. 1,745,200
Sell Vol. 1,937,200
OIL & GAS
GAS
111,500
1D -1.85%
5D 2.20%
Buy Vol. 461,900
Sell Vol. 1,034,000
POW
12,950
1D 1.17%
5D -5.47%
Buy Vol. 22,515,400
Sell Vol. 19,462,600
PLX
35,400
1D -1.94%
5D -6.84%
Buy Vol. 2,313,700
Sell Vol. 2,149,500
GAS: In 9M/2022, PV Gas is expected to reach VND 76,500 billion in revenue (up 30% over the same period) and VND 14,000 billion in pre-tax profit (up 61.8% over the same period)
VINGROUP
VIC
61,000
1D -1.61%
5D -4.54%
Buy Vol. 935,900
Sell Vol. 1,529,700
VHM
54,100
1D -3.22%
5D -8.15%
Buy Vol. 1,677,900
Sell Vol. 2,136,500
VRE
26,650
1D 0.00%
5D -8.26%
Buy Vol. 2,182,600
Sell Vol. 2,100,900
VIC: Vingroup has just issued a notice of payment guarantee for bonds issued in 2022 for its subsidiary VinFast with a maximum amount of VND 13,000 billion
FOOD & BEVERAGE
VNM
72,400
1D -2.16%
5D -4.49%
Buy Vol. 3,592,000
Sell Vol. 4,148,100
MSN
107,700
1D 0.00%
5D -4.94%
Buy Vol. 648,800
Sell Vol. 611,700
SAB
185,300
1D 0.16%
5D -1.17%
Buy Vol. 116,200
Sell Vol. 168,800
MSN: Masan has just announced that it has successfully mobilized 2 bonds worth 1,500 billion VND before the bond lot of equivalent value matures on September 25, 2022
OTHERS
BVH
110,500
1D 0.36%
5D -4.82%
Buy Vol. 389,100
Sell Vol. 452,200
VJC
110,500
1D 0.36%
5D -4.82%
Buy Vol. 389,100
Sell Vol. 452,200
FPT
80,500
1D -1.23%
5D -3.48%
Buy Vol. 2,020,900
Sell Vol. 1,956,500
MWG
67,100
1D -1.32%
5D -6.42%
Buy Vol. 3,610,000
Sell Vol. 3,811,600
GVR
22,750
1D -1.09%
5D -3.19%
Buy Vol. 1,894,500
Sell Vol. 2,161,100
SSI
19,550
1D 0.26%
5D -5.56%
Buy Vol. 20,049,600
Sell Vol. 21,988,200
HPG
22,400
1D 0.00%
5D -2.61%
Buy Vol. 16,373,100
Sell Vol. 16,218,400
MWG: MWG has just announced its business results for the first 8M/2022 with revenue of VND 92,283b and profit after tax of VND 3,176b, up 17% and 6% respectively over the same period in 2021. Compared to the year target, MWG has fulfilled 66% of revenue and 50% of profit target. In 8M/2022, The Gioi Di Dong and Dien May Xanh chains contributed VND 24,500b and VND 48,800b, accounting for a total of 79.5% of the group's revenue
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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