Market brief 04/01/2022 - Pinetree Securities

Market brief 04/01/2022
Market brief January 4, 2022

Market brief 04/01/2022

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Market brief 04/01/2022

VIETNAM STOCK MARKET

VN-INDEX

1,525.58

1D 1.82%

YTD 1.82%

VN30

1,558.87

1D 1.51%

YTD -38.52%

HNX

474.10

1D 0.02%

YTD 0.02%

UPCOM

113.72

1D 0.92%

YTD 0.92%

Net Foreign buy (B)

456.57

1D 0.00%

YTD 0.00%

Total trading value (B)

34,039.09

1D 9.55%

YTD 9.55%

The stock market recorded positive movements in the first trading session of 2022, stocks of securities groups, banks, real estate, steel, oil and gas... consensus broke out, helping investor sentiment become excited. VN-Index hardly encountered any resistance, strongly surpassed 1,500 points to end the session at a new high.

ETF & DERIVATIVES

E1VFVN30

26,200

1D 1.43%

YTD 1.43%

FUEMAV30

18,360

1D 1.49%

YTD 1.49%

FUESSV30

19,260

1D 8.14%

YTD 1.37%

FUESSV50

23,300

1D 1.75%

YTD 1.75%

FUESSVFL

22,300

1D -0.80%

YTD -0.80%

FUEVFVND

28,600

1D 1.96%

YTD 1.96%

FUEVN100

20,610

1D -4.05%

YTD -4.05%

VN30F2206

1,555

1D 1.55%

YTD 0.00%

VN30F2203

1,556

1D 28.43%

YTD 0.00%

VN30F2202

1,555

1D 1.20%

YTD 0.00%

VN30F2201

1,559

1D 1.41%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,301.79

1D 0.24%

YTD 1.77%

Shanghai

3,632.33

1D -0.20%

YTD -0.20%

Kospi

2,989.24

1D 0.39%

YTD 0.39%

Hang Seng

23,289.84

1D -0.30%

YTD -0.46%

STI (Singapore)

3,181.13

1D 1.84%

YTD 1.84%

SET (Thái Lan)

1,670.28

1D 0.76%

YTD 0.76%

Crude oil ($/barrel)

76.64

1D 0.59%

YTD 0.18%

Gold ($/ounce)

1,804.35

1D 0.02%

YTD -0.90%

Chinese factory activity increased in December, Asian stocks mixed. In Japan, the Nikkei 225 gained 0.24%. The Chinese market fell with Shanghai Composite down 0.2%, Shenzhen Component down 0.444%. Hong Kong's Hang Seng fell 0.3%. China's manufacturing grew in December with the Caixin/Markit PMI of 50.9 points, higher than 49.9 points in the previous month and 50 points above the Reuters forecast.

VIETNAM ECONOMY

Vnibor

0.73%

1D (bps) -8

YTD (bps) -8

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.16%

1D (bps) 15

YTD (bps) 15

10 year-Gov. Bond

1.86%

1D (bps) -14

YTD (bps) -14

USD/VND

22,975

1D (%) 0.13%

YTD (%) 0.15%

EUR/VND

26,143

1D (%) -1.08%

YTD (%) -1.23%

CNY/VND

3,640

1D (%) -0.49%

YTD (%) -0.49%

According to VASEP, from 2015, Vietnam used to be the world's largest shrimp exporter. However, Indian shrimp has risen strongly since 2015, Ecuadorian shrimp has made a breakthrough since 2018, making Vietnamese shrimp ranked 3rd in the world. However, this gap between the top 3 proportions is not much different. Specifically, in the annual value of 26-28 billion USD of shrimp imports worldwide, India accounted for 15.7%, Ecuador was 14% and Vietnam was 13.6%.

EVENT CALENDAR

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Ex-right date Sun, 06/16/24

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VN30

BANK

VCB

79,000

1D 0.25%

5D -1.25%

Buy Vol. 1,962,200

Sell Vol. 1,813,200

BID

37,400

1D 0.81%

5D 6.25%

Buy Vol. 2,834,700

Sell Vol. 4,295,700

CTG

34,750

1D 2.51%

5D 2.51%

Buy Vol. 26,097,200

Sell Vol. 22,037,800

TCB

50,900

1D 1.80%

5D 3.56%

Buy Vol. 17,057,200

Sell Vol. 20,991,600

VPB

36,050

1D 0.70%

5D 4.34%

Buy Vol. 19,342,800

Sell Vol. 25,884,000

MBB

29,100

1D 0.69%

5D 2.83%

Buy Vol. 14,713,600

Sell Vol. 20,157,200

HDB

31,100

1D 0.81%

5D 1.97%

Buy Vol. 11,328,800

Sell Vol. 12,255,200

TPB

42,750

1D 4.14%

5D 1.66%

Buy Vol. 17,372,500

Sell Vol. 19,328,700

STB

32,100

1D 1.90%

5D 6.82%

Buy Vol. 69,671,300

Sell Vol. 65,229,500

ACB

34,400

1D -0.29%

5D 2.23%

Buy Vol. 7,867,300

Sell Vol. 10,629,600

TPB: By the end of 2021, TPBank's total assets reached VND 295,000 billion, an increase of nearly 42% compared to the beginning of the year, exceeding 17% of the plan, profit before tax reached VND 6,038 billion, completing 4% higher than the plan, besides that total operating income increased by 30% over the same period, the bad debt ratio was controlled at 0.9%.

REAL ESTATE

NVL

89,000

1D -2.20%

5D 2.30%

Buy Vol. 3,991,800

Sell Vol. 3,675,600

KDH

54,400

1D 6.67%

5D 3.62%

Buy Vol. 5,019,000

Sell Vol. 4,278,000

PDR

94,800

1D -0.42%

5D 0.74%

Buy Vol. 3,965,500

Sell Vol. 4,151,000

NVL: From 2019 until now, NVL has continuously contributed thousands of billions of VND to Nova Hospitality to invest in many projects such as NovaWorld Phat Thiet, NovaWorld Ho Tram

OIL & GAS

GAS

101,900

1D 5.93%

5D 3.87%

Buy Vol. 3,220,000

Sell Vol. 2,713,500

POW

18,700

1D 6.86%

5D 1.91%

Buy Vol. 50,346,500

Sell Vol. 26,867,900

PLX

55,900

1D 3.71%

5D 3.90%

Buy Vol. 4,166,200

Sell Vol. 4,111,900

POW: The technical problem of Unit 1 of Vung Ang 1 Thermal Power Plant occurred on September 19, 2021, which affects the Company's 2021 business results.

VINGROUP

VIC

101,000

1D 6.20%

5D 2.64%

Buy Vol. 5,099,500

Sell Vol. 4,346,800

VHM

85,100

1D 3.78%

5D 2.78%

Buy Vol. 15,625,500

Sell Vol. 16,691,300

VRE

31,150

1D 3.49%

5D 1.14%

Buy Vol. 12,673,500

Sell Vol. 14,362,500

VinFast's valuation of 60 billion USD is among the most awaited IPO deals in the US in 2022

FOOD & BEVERAGE

VNM

86,700

1D 0.35%

5D 1.40%

Buy Vol. 3,135,000

Sell Vol. 4,237,400

MSN

170,000

1D -0.58%

5D -0.87%

Buy Vol. 1,339,800

Sell Vol. 2,755,400

SAB

157,000

1D 3.97%

5D 5.87%

Buy Vol. 763,600

Sell Vol. 580,400

MSN: the total amount of capital MSN received in 2021 is estimated at nearly 2.3b USD, equal to the total investment MSN received during 11 years since its listing on the stock exchange

OTHERS

BVH

126,000

1D -1.79%

5D 0.64%

Buy Vol. 801,800

Sell Vol. 906,900

VJC

126,000

1D -1.79%

5D 0.64%

Buy Vol. 801,800

Sell Vol. 906,900

FPT

93,500

1D 0.54%

5D -1.06%

Buy Vol. 2,729,300

Sell Vol. 2,870,800

MWG

137,800

1D 1.40%

5D 1.47%

Buy Vol. 2,043,600

Sell Vol. 2,384,200

PNJ

96,500

1D 0.31%

5D 0.94%

Buy Vol. 651,200

Sell Vol. 715,700

GVR

37,600

1D 1.76%

5D -0.66%

Buy Vol. 3,990,900

Sell Vol. 4,450,000

SSI

53,000

1D 2.32%

5D 8.61%

Buy Vol. 28,232,000

Sell Vol. 30,606,600

HPG

46,750

1D 0.75%

5D 2.07%

Buy Vol. 27,804,300

Sell Vol. 34,605,900

MWG: In October, MWG revealed its ability to expand into new industries, beyond technology. As a result, after just over two months of ideation and construction, the first stores of all 5 chains named AVA appeared simultaneously on major roads in Ho Chi Minh City. The previous experience of opening more than 5,000 stores of The Gioi Di Dong, Dien May Xanh, Bach Hoa Xanh... has given this retailer an incredible capacity to open new chains.

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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