Market brief 05/01/2022 - Pinetree Securities

Market brief 05/01/2022
Market brief January 5, 2022

Market brief 05/01/2022

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Market brief 05/01/2022

VIETNAM STOCK MARKET

VN-INDEX

1,522.50

1D -0.20%

YTD 1.62%

VN30

1,546.01

1D -0.82%

YTD 0.67%

HNX

480.36

1D 1.32%

YTD 1.34%

UPCOM

114.26

1D 0.47%

YTD 1.40%

Net Foreign buy (B)

-219.11

1D 0.00%

YTD 0.00%

Total trading value (B)

39,772.16

1D 16.84%

YTD 28.00%

Foreign investors' trade was no longer positive when they bought 38 million shares, worth 1,722 billion dong, while selling out 37.8 million shares, worth 1,903 billion dong. The total volume of net buying was 374,886 shares, but in terms of value, this capital flow was a net selling of 219 billion dong. On HoSE alone, foreign investors ended a series of 7 consecutive net buying sessions with a net selling of 255 billion dong

ETF & DERIVATIVES

E1VFVN30

25,990

1D -0.80%

YTD 0.62%

FUEMAV30

18,000

1D -1.96%

YTD -0.50%

FUESSV30

19,000

1D 6.68%

YTD 0.00%

FUESSV50

23,400

1D 0.43%

YTD 2.18%

FUESSVFL

22,000

1D -1.35%

YTD -2.14%

FUEVFVND

28,030

1D -1.99%

YTD -0.07%

FUEVN100

20,580

1D -0.15%

YTD -4.19%

VN30F2206

1,546

1D -0.61%

YTD 0.00%

VN30F2203

1,548

1D -0.51%

YTD 0.00%

VN30F2202

1,547

1D -0.54%

YTD 0.00%

VN30F2201

1,549

1D -0.61%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,332.16

1D 0.11%

YTD 1.88%

Shanghai

3,595.18

1D -1.02%

YTD -1.23%

Kospi

2,953.97

1D -1.18%

YTD -0.80%

Hang Seng

22,907.25

1D -1.05%

YTD -2.10%

STI (Singapore)

3,163.44

1D -0.56%

YTD 1.27%

SET (Thái Lan)

1,676.79

1D 0.39%

YTD 1.16%

Crude oil ($/barrel)

76.95

1D 0.14%

YTD 0.59%

Gold ($/ounce)

1,819.20

1D 0.20%

YTD -0.09%

Asian stocks mixed according to Wall Street. In Japan, the Nikkei 225 gained 0.11%. The Chinese market fell with Shanghai Composite down 1.02%, Shenzhen Component down 1.795%. Hong Kong's Hang Seng Index fell 1.05%. South Korea's Kospi index fell 1.18%.

VIETNAM ECONOMY

Vnibor

1.80%

1D (bps) 107

YTD (bps) 99

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.00%

1D (bps) -16

YTD (bps) -1

10 year-Gov. Bond

2.00%

1D (bps) 14

USD/VND

22,975

1D (%) 0.35%

YTD (%) 0.15%

EUR/VND

26,180

1D (%) -0.54%

YTD (%) -1.09%

CNY/VND

3,643

1D (%) 0.05%

YTD (%) -0.41%

The government strives for GDP growth of 6-6.5% this year. GDP per capita is targeted at 3,900 USD. The Government's top priority task this year is to both control the Covid-19 epidemic well while recovering and developing the economy.

EVENT CALENDAR

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Ex-right date Sun, 06/16/24

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VN30

BANK

VCB

78,000

1D -1.27%

5D -1.89%

Buy Vol. 2,647,800

Sell Vol. 2,605,600

BID

37,050

1D -0.94%

5D 5.26%

Buy Vol. 2,840,300

Sell Vol. 4,266,300

CTG

34,750

1D 0.00%

5D 1.76%

Buy Vol. 15,416,800

Sell Vol. 23,286,000

TCB

50,500

1D -0.79%

5D 2.85%

Buy Vol. 13,444,500

Sell Vol. 17,742,800

VPB

35,500

1D -1.53%

5D 2.16%

Buy Vol. 17,455,000

Sell Vol. 23,467,700

MBB

28,700

1D -1.37%

5D 1.41%

Buy Vol. 13,348,400

Sell Vol. 17,333,500

HDB

30,500

1D -1.93%

5D -0.33%

Buy Vol. 9,874,100

Sell Vol. 11,201,900

TPB

42,000

1D -1.75%

5D 1.57%

Buy Vol. 6,113,900

Sell Vol. 6,737,500

STB

32,550

1D 1.40%

5D 10.34%

Buy Vol. 71,883,900

Sell Vol. 67,724,400

ACB

33,700

1D -2.03%

5D -0.30%

Buy Vol. 7,961,000

Sell Vol. 10,988,100

TPB: In 2021, the bank's total mobilization will reach over VND 262,000 billion, an increase of VND 77,000 billion compared to the end of 2020, in which, mobilized capital mainly comes from deposits from economic organizations and individuals. TPBank's total operating income also reached more than VND 13,500 billion, up more than 30% over the same period. In addition to interest income from lending activities, net interest income from the bank's services increased by nearly 65% compared to the same period at the end of 2020, reaching over VND 1,500 billion.

REAL ESTATE

NVL

89,100

1D 0.11%

5D 2.41%

Buy Vol. 3,345,000

Sell Vol. 3,239,500

KDH

55,700

1D 2.39%

5D 5.09%

Buy Vol. 5,871,800

Sell Vol. 5,786,800

PDR

93,800

1D -1.05%

5D 0.86%

Buy Vol. 4,347,700

Sell Vol. 4,677,600

NVL: Through the additional capital contribution to Saigon Infrastructure and Housing Development Investment Co., Ltd with a capital of 1,425 billion VND (99.99% of charter capital)

OIL & GAS

GAS

105,000

1D 3.04%

5D 8.25%

Buy Vol. 3,319,400

Sell Vol. 3,246,700

POW

19,000

1D 1.60%

5D 5.56%

Buy Vol. 64,709,600

Sell Vol. 82,233,200

PLX

55,700

1D -0.36%

5D 3.15%

Buy Vol. 2,249,200

Sell Vol. 3,500,400

OPEC+, has decided to raise its output target by 400,000 bpd from next month. This move was much expected in the face of US pressure to increase supply.

VINGROUP

VIC

100,000

1D -0.99%

5D 4.71%

Buy Vol. 5,785,200

Sell Vol. 5,883,000

VHM

84,000

1D -1.29%

5D 2.82%

Buy Vol. 10,031,200

Sell Vol. 15,144,800

VRE

33,300

1D 6.90%

5D 9.00%

Buy Vol. 27,601,800

Sell Vol. 13,211,600

In 2021, although the VinFast car factory faces many difficulties, it still pays nearly 5,000 billion VND in tax. This is the highest tax paying enterprise in Hai Phong city

FOOD & BEVERAGE

VNM

86,200

1D -0.58%

5D 1.17%

Buy Vol. 4,586,300

Sell Vol. 5,876,500

MSN

161,000

1D -5.29%

5D -6.40%

Buy Vol. 1,964,500

Sell Vol. 3,141,000

SAB

159,300

1D 1.46%

5D 7.42%

Buy Vol. 448,600

Sell Vol. 520,900

Market cap. of SAB and VNM dropped the most with 22% and 17.5% respectively. 2021 continues to be a difficult year for the F&B industry group due to the heavy influence of the Covid-19.

OTHERS

BVH

123,000

1D -2.38%

5D -1.76%

Buy Vol. 874,700

Sell Vol. 656,000

VJC

123,000

1D -2.38%

5D -1.76%

Buy Vol. 874,700

Sell Vol. 656,000

FPT

93,600

1D 0.11%

5D 0.00%

Buy Vol. 2,171,200

Sell Vol. 2,096,500

MWG

137,100

1D -0.51%

5D 2.01%

Buy Vol. 1,672,300

Sell Vol. 2,145,800

PNJ

95,100

1D -1.45%

5D 2.04%

Buy Vol. 876,100

Sell Vol. 910,800

GVR

38,400

1D 2.13%

5D 4.07%

Buy Vol. 9,254,100

Sell Vol. 9,810,900

SSI

52,800

1D -0.38%

5D 6.34%

Buy Vol. 28,152,100

Sell Vol. 36,154,400

HPG

46,800

1D 0.11%

5D 2.18%

Buy Vol. 28,148,600

Sell Vol. 31,970,000

GVR: said that the complicated development of the Covid-29 epidemic and the implementation of prolonged distance affected the production and business results of the parent company of the group. Therefore, the Board of Directors agreed to reduce the parent corporation's revenue plan from 4,291 billion VND to 3,799 billion VND, or 11.4% decrease; The planned profit after tax also decreased by 982 billion VND from 3,041 billion to 2,059 billion VND, equivalent to a decrease of 33%.

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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