Market Brief 28/12/2022
VIETNAM STOCK MARKET
VN-INDEX
1,015.66
1D 1.10%
YTD -32.21%
VN30
1,013.95
1D 0.65%
YTD -33.98%
HNX
206.04
1D 1.43%
YTD -56.53%
UPCOM
70.44
1D -0.11%
YTD -37.49%
Net Foreign buy (B)
356.95
1D 0.00%
YTD 0.00%
Total trading value (B)
12,431.62
1D 9.29%
YTD -59.99%
The market continued to recover for the second consecutive session but the liquidity was still low. Banking stocks were the main driving force pulling the index up today, especially state-owned bank tickers, BID had the best performance in VN30 when gaining 4.8%.
ETF & DERIVATIVES
E1VFVN30
17,400
1D -0.57%
YTD -32.64%
FUEMAV30
12,000
1D 0.42%
YTD -33.67%
FUESSV30
12,410
1D -0.24%
YTD -34.68%
FUESSV50
14,220
1D 3.87%
YTD -37.90%
FUESSVFL
14,380
1D 1.63%
YTD -36.03%
FUEVFVND
22,230
1D 1.05%
YTD -20.75%
FUEVN100
12,900
1D 0.70%
YTD -39.94%
VN30F2306
983
1D 0.34%
YTD 0.00%
VN30F2303
993
1D 0.02%
YTD 0.00%
VN30F2302
1,003
1D 0.22%
YTD 0.00%
VN30F2301
1,008
1D 0.70%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,340.50
1D -0.41%
YTD -8.51%
Shanghai
3,087.40
1D -0.26%
YTD -15.18%
Kospi
2,280.45
1D -2.24%
YTD -23.41%
Hang Seng
19,898.91
1D 1.56%
YTD -14.95%
STI (Singapore)
3,266.97
1D 0.02%
YTD 4.59%
SET (Thailand)
1,647.28
1D 0.25%
YTD -0.62%
Brent oil ($/barrel)
84.34
1D -0.78%
YTD 10.25%
Gold ($/ounce)
1,810.45
1D -0.56%
YTD -0.57%
South Korea's exports likely extended their falling streak to a third straight month in December, a Reuters poll showed on Wednesday, with demand from China yet to recover from loosening COVID-19 restrictions. The country's outbound shipments were projected to have fallen 10.1% in December from the same month a year ago, according to the median forecast of 12 economists.
VIETNAM ECONOMY
Vnibor
3.39%
1D (bps) -5
YTD (bps) 258
Deposit interest 12M
7.40%
YTD (bps) 180
5 year-Gov. Bond
4.81%
1D (bps) -1
YTD (bps) 380
10 year-Gov. Bond
4.90%
1D (bps) 1
YTD (bps) 290
USD/VND
23,835
1D (%) 0.32%
YTD (%) 3.90%
EUR/VND
25,595
1D (%) -0.88%
YTD (%) -3.30%
CNY/VND
3,459
1D (%) -0.06%
YTD (%) -5.44%
The session 28/12, SBV net withdrew more than VND23,000 billion through both channels. In OMO chanel, SBV provided about VND6,669 trillion to 7 commercial banks, with an interest rate of 6%/month. In the treasury bills issuance channel, SBV attracted about VND30,000 billion to 11 commercial banks with an interest rate of 5.3%/year. Both instruments have a term of 7 days.
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
- Apple's major supplier plans to begin producing MacBooks in Vietnam around May 2023;
- Commencement of the project of nearly VND1,500 billion connecting Ho Chi Minh City - Long An;
- New economic policies takes effect from January 2023;
- The world doesn't have enough airplanes as travel rebounds;
- Putin bans Russian oil exports to countries that implement price cap;
- U.S. congress passes USD1.66 trillion government spending bill.
VN30
BANK
VCB
80,000
1D 1.14%
5D 1.65%
Buy Vol. 2,356,495
Sell Vol. 1,867,081
BID
41,900
1D 4.75%
5D 8.55%
Buy Vol. 5,894,224
Sell Vol. 6,587,995
CTG
27,150
1D 2.07%
5D -1.27%
Buy Vol. 3,857,157
Sell Vol. 4,734,891
TCB
26,150
1D -0.57%
5D -5.60%
Buy Vol. 6,432,143
Sell Vol. 6,352,107
VPB
18,150
1D 1.40%
5D 2.83%
Buy Vol. 31,727,199
Sell Vol. 36,687,972
MBB
17,450
1D 1.16%
5D -1.41%
Buy Vol. 12,453,594
Sell Vol. 10,475,894
HDB
16,200
1D -0.92%
5D -3.57%
Buy Vol. 2,579,549
Sell Vol. 2,699,560
TPB
21,400
1D 1.66%
5D -0.93%
Buy Vol. 4,591,068
Sell Vol. 4,669,498
STB
22,900
1D 1.78%
5D -2.76%
Buy Vol. 42,182,039
Sell Vol. 30,258,691
VIB
19,000
1D 0.00%
5D -3.55%
Buy Vol. 4,314,573
Sell Vol. 3,180,046
ACB
22,000
1D -0.45%
5D -3.51%
Buy Vol. 2,905,705
Sell Vol. 3,530,497
BID: BIDV deployed 16 credit packages with a scale of VND700,000 billion to support businesses and people affected by COVID-19. Specifically, BIDV's revenue in 2022 has decreased by VND5,500 billion to support businesses and the revenue of the three years 2020, 2021, and 2022 decreased by VND19,400 billion.
REAL ESTATE
NVL
14,350
1D -0.35%
5D -5.59%
Buy Vol. 25,337,637
Sell Vol. 28,197,458
KDH
27,050
1D 2.66%
5D 7.77%
Buy Vol. 2,492,784
Sell Vol. 2,262,781
PDR
13,450
1D 6.75%
5D 12.08%
Buy Vol. 27,883,959
Sell Vol. 16,510,250
According to the Ministry of Construction, the real estate market still has potential destabilizing factors, from the risk of a "bubble" to a "recession".
OIL & GAS
GAS
103,000
1D -0.10%
5D -0.48%
Buy Vol. 460,743
Sell Vol. 572,372
POW
10,650
1D 0.00%
5D 1.91%
Buy Vol. 28,859,533
Sell Vol. 8,036,075
PLX
31,500
1D 2.94%
5D 6.78%
Buy Vol. 1,204,713
Sell Vol. 1,580,593
POW: Consolidated revenue for the whole year is estimated at VND28,527 billion, exceeding 18% of the year plan and increasing 17% compared to 2021.
VINGROUP
VIC
53,500
1D 0.19%
5D -2.55%
Buy Vol. 3,678,851
Sell Vol. 3,536,969
VHM
47,700
1D 0.42%
5D -1.65%
Buy Vol. 3,015,365
Sell Vol. 3,108,372
VRE
26,900
1D 4.26%
5D 3.46%
Buy Vol. 4,255,397
Sell Vol. 3,112,733
VIC: Implemented a highway worth VND30,000 billion because the Vingroup - Techcombank consortium faced difficulties due to lack of capital, investors only managed to arrange VND16,000 billion.
FOOD & BEVERAGE
VNM
77,000
1D 0.52%
5D -1.66%
Buy Vol. 2,232,733
Sell Vol. 2,433,684
MSN
93,000
1D 1.53%
5D -2.00%
Buy Vol. 1,330,347
Sell Vol. 1,254,892
SAB
176,500
1D 2.92%
5D 0.86%
Buy Vol. 363,704
Sell Vol. 234,160
MSN: Within 4 months, the total number of WIN stores has increased to 102 from 30 stores in Hanoi and HCM City, spreading to many other cities such as Hai Phong, Da Nang, Binh Duong,…
OTHERS
BVH
46,700
1D 0.43%
5D -2.71%
Buy Vol. 731,857
Sell Vol. 577,682
VJC
110,500
1D 2.31%
5D -0.99%
Buy Vol. 429,635
Sell Vol. 358,742
FPT
76,700
1D 0.26%
5D -0.65%
Buy Vol. 1,331,048
Sell Vol. 1,658,661
MWG
43,000
1D -1.83%
5D -7.33%
Buy Vol. 3,289,365
Sell Vol. 3,105,109
GVR
14,200
1D -0.35%
5D 0.00%
Buy Vol. 1,629,622
Sell Vol. 1,858,592
SSI
18,150
1D -0.27%
5D -5.96%
Buy Vol. 20,070,551
Sell Vol. 35,005,815
HPG
18,200
1D -0.27%
5D -3.70%
Buy Vol. 28,389,318
Sell Vol. 33,341,034
MWG: In 11 months, the Mobile World (including TopZone) and Dien May Xanh chains contributed VND32.4 trillion and VND64.3 trillion respectively, accounting for a total of 78% of MWG's revenue. Bach Hoa Xanh chain's revenue reached VND24.6 trillion, accounting for nearly 20% of MWG's revenue structure.
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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