Market brief 19/05/2023

VIETNAM STOCK MARKET

VN-INDEX

1,067.07

1D -0.12%

YTD 5.96%

VN30

1,068.84

1D -0.18%

YTD 6.33%

HNX

213.91

1D 0.42%

YTD 4.19%

UPCOM

81.08

1D 0.21%

YTD 13.16%

Net Foreign buy (B)

982.63

1D 0.00%

YTD 0.00%

Total trading value (B)

15,718.88

1D 14.77%

YTD 82.44%

Today, the market had a slight decrease compared to yesterday. Coal, oil and gas stocks rose sharply after the news that Prime Minister Pham Minh Chinh directed Vinacomin and PVN up to ensure the supply of raw materials for coal, gas and oil power plants.

ETF & DERIVATIVES

E1VFVN30

18,200

1D -0.55%

YTD 5.02%

FUEMAV30

12,630

1D -0.16%

YTD 5.96%

FUESSV30

12,990

1D -0.46%

YTD 4.09%

FUESSV50

16,100

1D 0.31%

YTD 14.59%

FUESSVFL

16,300

1D 0.06%

YTD 13.59%

FUEVFVND

22,310

1D -0.18%

YTD -0.40%

FUEVN100

13,640

1D 0.29%

YTD 5.33%

VN30F2312

1,057

1D -0.13%

YTD 0.00%

VN30F2309

1,058

1D -0.05%

YTD 0.00%

VN30F2307

1,061

1D -0.19%

YTD 0.00%

VN30F2306

1,063

1D -1.09%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

30,808.35

1D 0.77%

YTD 18.06%

Shanghai

3,283.54

1D -0.42%

YTD 6.29%

Kospi

2,537.79

1D 0.89%

YTD 13.48%

Hang Seng

19,450.57

1D -1.40%

YTD -1.67%

STI (Singapore)

3,202.59

1D 0.63%

YTD -1.50%

SET (Thailand)

1,514.89

1D -0.77%

YTD -9.31%

Brent oil ($/barrel)

76.73

1D 1.11%

YTD -10.69%

Gold ($/ounce)

1,966.50

1D 0.25%

YTD 7.68%

Most Asian stocks rallied in the afternoon of May 19, with Nikkei 225 index hitting a 30-year high. The market's gain in this session was generally boosted by investors' expectations that US policymakers will reach an agreement to raise the debt ceiling to avoid the risk of default.

VIETNAM ECONOMY

Vnibor

4.44%

1D (bps) -11

YTD (bps) -53

Deposit interest 12M

7.20%

YTD (bps) -20

5 year-Gov. Bond

2.86%

1D (bps) 3

YTD (bps) -193

10 year-Gov. Bond

3.03%

1D (bps) 2

YTD (bps) -187

USD/VND

23,670

1D (%) 0.15%

YTD (%) -0.38%

EUR/VND

25,766

1D (%) -0.87%

YTD (%) 0.42%

CNY/VND

3,416

1D (%) 0.59%

YTD (%) -1.98%

Today (May 19) is the date of maturity of a batch of VND10,000 billion bills issued by the State Bank of Vietnam (SBV) on February 17, corresponding to the amount that is provided to the banking system. Thus, the amount that the State Bank returned to the banking system via the T-bill channel in the last 3 sessions amounted to VND20,000 billion.

SELECTED NEWS

VN30

BANK

VCB

94,200

1D -0.84%

5D 1.51%

Buy Vol. 899,133

Sell Vol. 906,992

BID

44,400

1D -0.56%

5D -1.33%

Buy Vol. 1,047,429

Sell Vol. 1,436,915

CTG

28,000

1D 0.90%

5D -1.41%

Buy Vol. 4,714,683

Sell Vol. 4,650,924

TCB

29,650

1D 0.34%

5D 1.19%

Buy Vol. 5,980,559

Sell Vol. 5,850,232

VPB

19,300

1D 0.26%

5D -2.28%

Buy Vol. 13,677,668

Sell Vol. 12,811,389

MBB

18,650

1D 0.27%

5D 0.00%

Buy Vol. 9,189,457

Sell Vol. 11,099,959

HDB

19,400

1D 0.00%

5D 0.00%

Buy Vol. 2,594,561

Sell Vol. 2,917,734

TPB

23,450

1D 0.21%

5D -0.42%

Buy Vol. 2,328,525

Sell Vol. 2,289,866

STB

27,850

1D 2.39%

5D 3.92%

Buy Vol. 53,232,755

Sell Vol. 40,328,652

VIB

21,400

1D -0.23%

5D 4.39%

Buy Vol. 11,279,833

Sell Vol. 9,367,507

ACB

24,950

1D -0.20%

5D -0.20%

Buy Vol. 6,288,471

Sell Vol. 6,784,492

By the end of the first quarter, 7/28 banks pushed the NPL ratio above 3%. Notably, some banks hit 23% while credit growth was negative. VPBank continued to increase the ratio of bad debt to outstanding loans from 5.73% (at the beginning of the year) to 6.24%. As for the parent bank, this ratio increased from 2.8% to 3.42%.

REAL ESTATE

NVL

13,200

1D -0.75%

5D -3.65%

Buy Vol. 25,784,617

Sell Vol. 21,862,311

BCM

77,900

1D -0.76%

5D 0.52%

Buy Vol. 74,920

Sell Vol. 120,410

PDR

13,350

1D 1.14%

5D -4.30%

Buy Vol. 7,756,220

Sell Vol. 6,320,091

NVL: As of December 31, 2022, Credit Suisse AG lended VND11,450 billion, including VND8,240 billion of long-term bonds, VND1,905 billion of short-term and VND1,175 billion of long-term loans.

OIL & GAS

GAS

94,900

1D 2.04%

5D 2.59%

Buy Vol. 1,572,249

Sell Vol. 1,552,951

POW

13,500

1D 0.75%

5D 0.75%

Buy Vol. 22,256,874

Sell Vol. 31,269,350

PLX

37,600

1D 0.40%

5D 0.13%

Buy Vol. 1,037,975

Sell Vol. 1,460,625

PLX: Q1/2023, revenue reached VND67,432 billion, up 0.6% QoQ. Gross profit reached VND3,559 billion, up over 28%. Pre-tax profit reached VND838 billion, up nearly 47% QoQ.

VINGROUP

VIC

52,500

1D -1.32%

5D 1.55%

Buy Vol. 3,088,969

Sell Vol. 3,637,737

VHM

54,100

1D -1.64%

5D 5.66%

Buy Vol. 2,551,578

Sell Vol. 3,350,158

VRE

28,000

1D -0.36%

5D -0.53%

Buy Vol. 5,105,342

Sell Vol. 4,795,669

VIC: VinFast announced its orientation to expand into the Southeast Asian electric vehicle market with a complete range of electric vehicles.

FOOD & BEVERAGE

VNM

68,600

1D -0.87%

5D -1.44%

Buy Vol. 2,216,647

Sell Vol. 2,310,024

MSN

72,400

1D -1.09%

5D -2.69%

Buy Vol. 1,380,259

Sell Vol. 1,284,440

SAB

160,700

1D -0.99%

5D -1.95%

Buy Vol. 134,423

Sell Vol. 190,589

MSN: BoDs approved the plan to issue ESOP shares, the expected number of shares to be issued 7,118,623 shares (accounting for 0.499% of the total number of outstanding shares)

OTHERS

BVH

44,300

1D -1.12%

5D -3.70%

Buy Vol. 1,101,548

Sell Vol. 1,503,498

VJC

98,700

1D -0.70%

5D 1.54%

Buy Vol. 1,052,339

Sell Vol. 1,162,036

FPT

82,800

1D -0.12%

5D 2.86%

Buy Vol. 2,851,323

Sell Vol. 2,523,905

MWG

38,300

1D 0.52%

5D -1.79%

Buy Vol. 3,372,401

Sell Vol. 2,894,028

GVR

16,250

1D 2.52%

5D -3.27%

Buy Vol. 5,455,462

Sell Vol. 4,998,950

SSI

22,900

1D 0.44%

5D -1.51%

Buy Vol. 33,613,828

Sell Vol. 37,643,547

HPG

21,800

1D -0.68%

5D -2.46%

Buy Vol. 20,844,495

Sell Vol. 26,794,045

FPT: J.P.Morgan has just released a report recommending to increase the investment proportion with FPT and forecast that FPT's CAGR in the period 2022 - 2025 will reach over 20%. According to J.P. Morgan, competitive advantages in cost, technological capabilities, digital transformation services, expansion of new customer groups and large-scale contracts, and globalization strategy will help FPT good growth.