Market Brief 15/12/2022
VIETNAM STOCK MARKET
VN-INDEX
1,055.32
1D 0.47%
YTD -29.56%
VN30
1,068.08
1D 1.13%
YTD -30.45%
HNX
212.95
1D -0.12%
YTD -55.07%
UPCOM
72.59
1D 0.67%
YTD -35.58%
Net Foreign buy (B)
307.69
1D 0.00%
YTD 0.00%
Total trading value (B)
13,893.66
1D -10.31%
YTD -55.29%
The situation of struggling trading took place during the derivatives maturity session, accompanied by a strong divergence among stock sectors. Banking stocks held the leading position until the end of the session, most notably today was VPB, which hit the ceiling price.
ETF & DERIVATIVES
E1VFVN30
18,300
1D 1.89%
YTD -29.15%
FUEMAV30
12,630
1D 1.28%
YTD -30.18%
FUESSV30
13,010
1D 0.08%
YTD -31.53%
FUESSV50
14,920
1D -0.47%
YTD -34.85%
FUESSVFL
15,250
1D 1.33%
YTD -32.16%
FUEVFVND
23,220
1D 1.53%
YTD -17.22%
FUEVN100
13,480
1D 0.60%
YTD -37.24%
VN30F2306
1,045
1D 0.63%
YTD 0.00%
VN30F2303
1,059
1D 1.12%
YTD 0.00%
VN30F2301
1,071
1D 1.09%
YTD 0.00%
VN30F2212
1,065
1D 0.52%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
28,051.70
1D -0.41%
YTD -2.57%
Shanghai
3,168.65
1D -0.25%
YTD -12.94%
Kospi
2,360.97
1D -1.60%
YTD -20.71%
Hang Seng
19,368.59
1D -1.55%
YTD -17.22%
STI (Singapore)
3,273.75
1D -0.15%
YTD 4.80%
SET (Thailand)
1,620.28
1D -0.80%
YTD -2.25%
Brent oil ($/barrel)
82.72
1D 0.11%
YTD 8.13%
Gold ($/ounce)
1,789.85
1D -1.28%
YTD -1.70%
Asian stocks followed US equities lower after the Federal Reserve signaled interest rates will climb higher than anticipated next year. In Japan, foreign investors were net buyers of Japanese stocks last week, as worries about the U.S. Federal Reserve's interest rate hikes eased and sentiment improved after China eased its COVID-19 restrictions.
VIETNAM ECONOMY
Vnibor
5.03%
1D (bps) -25
YTD (bps) 422
Deposit interest 12M
7.40%
YTD (bps) 180
5 year-Gov. Bond
4.81%
1D (bps) -4
YTD (bps) 380
10 year-Gov. Bond
4.87%
1D (bps) -7
YTD (bps) 287
USD/VND
23,730
1D (%) 0.19%
YTD (%) 3.44%
EUR/VND
25,422
1D (%) -1.66%
YTD (%) -3.95%
CNY/VND
3,447
1D (%) -0.29%
YTD (%) -5.77%
In the session of December 15, SBV provided about VND6,000 billion into the market through the OMO channel. At the 14-days term, SBV provided about VND3,000 billion to 6 commercial banks with the interest rate of 6%/year. At 91-days term, SBV provided about VND3,000 billion VND to 7 commercial banks with interest rate of 6.4%/year.
EVENT CALENDAR
M
T
W
T
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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SELECTED NEWS
- WB: Vietnam will lead Asia - Pacific in economic growth;
- JETP will raise USD15.5 billion in initial public and private financing over the next three to five years to support Vietnam's green transition;
- Planning to start construction of a highway project of more than VND9,700 billion in the West;
- The Prime Minister of Belgium will send a request to the EC to consider removing the "yellow card" for Vietnamese seafood;
- Goldman Sachs: Asian currencies' rally may continue into 2023;
- Inflation in the UK fell more sharply than expected.
VN30
BANK
VCB
79,500
1D 0.89%
5D 3.25%
Buy Vol. 2,825,099
Sell Vol. 2,002,886
BID
39,000
1D 0.52%
5D 0.00%
Buy Vol. 3,448,493
Sell Vol. 3,211,367
CTG
28,250
1D 1.25%
5D 1.62%
Buy Vol. 5,235,772
Sell Vol. 9,731,245
TCB
29,500
1D 2.43%
5D 4.61%
Buy Vol. 11,529,242
Sell Vol. 13,516,759
VPB
18,200
1D 6.74%
5D 7.06%
Buy Vol. 112,722,812
Sell Vol. 85,831,482
MBB
18,950
1D 4.41%
5D 4.70%
Buy Vol. 60,020,072
Sell Vol. 43,270,151
HDB
16,750
1D 1.82%
5D 1.52%
Buy Vol. 9,563,368
Sell Vol. 10,972,232
TPB
23,000
1D 0.88%
5D 4.55%
Buy Vol. 19,867,056
Sell Vol. 19,776,218
STB
23,250
1D 0.00%
5D 7.14%
Buy Vol. 44,718,178
Sell Vol. 42,368,113
VIB
21,000
1D 1.94%
5D 0.24%
Buy Vol. 11,851,010
Sell Vol. 10,744,415
ACB
23,200
1D 0.22%
5D 2.43%
Buy Vol. 6,024,619
Sell Vol. 8,164,007
According to information from the Vietnam Banks Association given at the conference to agree on solutions to support enterprises to develop production and business on the morning of December 15, up to now, 16 banks have committed to reduce money interest in the amount of about VND3,500 billion, with the interest rate reduced from 0.5% - 3%/year.
REAL ESTATE
NVL
17,900
1D -3.24%
5D 0.00%
Buy Vol. 38,887,064
Sell Vol. 55,523,775
KDH
28,200
1D 0.71%
5D -6.93%
Buy Vol. 2,019,944
Sell Vol. 1,930,094
PDR
14,350
1D -4.33%
5D -13.55%
Buy Vol. 20,376,106
Sell Vol. 22,678,738
Prime Minister Pham Minh Chinh asked the State Bank to direct and guide commercial banks to reduce costs to provide capital for qualified real estate projects and businesses as prescribed.
OIL & GAS
GAS
106,300
1D -1.12%
5D 0.28%
Buy Vol. 1,015,578
Sell Vol. 985,974
POW
11,400
1D 0.00%
5D 1.79%
Buy Vol. 16,643,276
Sell Vol. 16,768,583
PLX
31,250
1D -0.32%
5D 4.87%
Buy Vol. 800,543
Sell Vol. 1,033,261
POW: Power production of PV Power in November reached 1,450 million kWh, only reaching 89% of the monthly plan.
VINGROUP
VIC
60,600
1D -0.33%
5D -13.30%
Buy Vol. 3,662,658
Sell Vol. 3,899,317
VHM
50,700
1D -4.34%
5D -8.48%
Buy Vol. 4,586,997
Sell Vol. 6,654,284
VRE
27,900
1D -0.18%
5D -2.96%
Buy Vol. 3,183,498
Sell Vol. 3,365,532
VIC: On December 13, 2022, Vingroup approved the establishment of a subsidiary, VinMedtech JSC with a charter capital of VND300 billion, Vingroup contributed 99% of the capital.
FOOD & BEVERAGE
VNM
77,600
1D 0.13%
5D -4.20%
Buy Vol. 4,990,643
Sell Vol. 4,104,211
MSN
98,200
1D 2.29%
5D 2.29%
Buy Vol. 1,108,413
Sell Vol. 1,277,529
SAB
179,000
1D 0.00%
5D 0.56%
Buy Vol. 299,568
Sell Vol. 274,292
MSN: Phuc Long's EBITDA in 2022 is estimated at 32%. It is expected that in Q4/2022, Masan will continue to open 30 new Phuc Long flagship stores to increase revenue.
OTHERS
BVH
49,500
1D -0.50%
5D 2.06%
Buy Vol. 1,187,080
Sell Vol. 1,660,895
VJC
112,900
1D 0.62%
5D 5.51%
Buy Vol. 428,643
Sell Vol. 378,465
FPT
77,700
1D 1.83%
5D 0.91%
Buy Vol. 1,813,092
Sell Vol. 2,356,917
MWG
47,000
1D 1.18%
5D 2.17%
Buy Vol. 4,130,117
Sell Vol. 5,565,525
GVR
15,600
1D 0.65%
5D 6.12%
Buy Vol. 5,313,607
Sell Vol. 6,698,113
SSI
20,250
1D 0.75%
5D -1.46%
Buy Vol. 27,010,954
Sell Vol. 35,291,639
HPG
19,350
1D 0.78%
5D 2.38%
Buy Vol. 35,480,759
Sell Vol. 50,501,720
FPT: Revenue structure in the first 11 months, Technology segment recorded VND22,477 billion in revenue and pre-tax profit of VND3,322 billion, up 23% and 26%, respectively. Technology profit accounted for more than 46% of the group's pre-tax profit structure. At the same time, digital transformation service revenue in the first 10 months reached VND6,534 billion (+27% yoy); focusing on new technologies such as Cloud, AI/Data Analytics, Blockchain.
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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