Market brief 25/01/2022
VIETNAM STOCK MARKET
VN-INDEX
1,479.58
1D 2.77%
YTD -1.25%
VN30
1,516.16
1D 3.05%
YTD -1.27%
HNX
410.23
1D 2.36%
YTD -13.45%
UPCOM
108.03
1D 1.24%
YTD -4.13%
Net Foreign buy (B)
1,280.34
1D 0.00%
YTD 0.00%
Total trading value (B)
25,551.04
1D -12.41%
YTD -17.77%
Foreign investors saw a sudden net buying of 1,280b dong on HoSE on January 25. VHM topped the list of foreign investors' net buying on HSX with a value of 182b dong. CTG was also net bought 157b dong. KBC and STB saw a net buying of 135b dong and 106b dong, respectively. On the other side, VNM was sold the most on this floor with a value of 140b dong. VIC was also net sold 120b dong.
ETF & DERIVATIVES
E1VFVN30
25,180
1D 0.84%
YTD -2.52%
FUEMAV30
17,780
1D 2.54%
YTD -1.71%
FUESSV30
18,950
1D 6.40%
YTD -0.26%
FUESSV50
22,000
1D 2.33%
YTD -3.93%
FUESSVFL
22,100
1D 0.91%
YTD -1.69%
FUEVFVND
27,400
1D 1.14%
YTD -2.32%
FUEVN100
19,530
1D 1.35%
YTD -9.08%
VN30F2206
1,497
1D 2.11%
YTD 0.00%
VN30F2203
1,500
1D 2.02%
YTD 0.00%
VN30F2202
1,504
1D 2.43%
YTD 0.00%
VN30F2201
1,493
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,131.34
1D 0.28%
YTD -5.77%
Shanghai
3,433.06
1D -2.58%
YTD -5.68%
Kospi
2,720.39
1D -2.56%
YTD -8.64%
Hang Seng
24,243.61
1D 0.34%
YTD 3.62%
STI (Singapore)
3,247.76
1D -1.08%
YTD 3.97%
SET (Thái Lan)
1,639.09
1D -0.09%
YTD -1.12%
Crude oil ($/barrel)
84.03
1D 0.60%
YTD 9.84%
Gold ($/ounce)
1,837.85
1D -0.14%
YTD 0.94%
Asian stocks mixed after a volatile session on Wall Street. In Japan, the Nikkei 225 gained 0.28%. The Chinese market fell with Shanghai Composite down 2.58%, Shenzhen Component down 2.83%. Hong Kong's Hang Seng rose 0.34%. South Korea's Kospi index fell 2.56%. South Korea's economy grew 1.1% in the fourth quarter of 2021 from the previous quarter, the Bank of Korea said today. For the whole year of 2021, the Korean economy grew by 4%, the fastest in 11 years.
VIETNAM ECONOMY
Vnibor
1.48%
1D (bps) 45
YTD (bps) 67
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.21%
1D (bps) 18
YTD (bps) 20
10 year-Gov. Bond
1.92%
1D (bps) -7
YTD (bps) -8
USD/VND
22,860
1D (%) 0.20%
YTD (%) -0.35%
EUR/VND
25,982
1D (%) -1.27%
YTD (%) -1.84%
CNY/VND
3,647
1D (%) -0.14%
YTD (%) -0.30%
On January 24, the State Bank successfully bid to buy more than 2,937 billion VND of valuable papers from 3 participants, with a term of 14 days and an interest rate of 2.5%/year. Thereby bringing the total amount of bills in circulation through the OMO channel to VND4,037 billion. Last week, the operator also lent to credit institutions VND1,060 billion with interest rate of 2.5% and term of 28 days.
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
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
- World Bank: Vietnam needs 14 billion USD per year for energy transition
- The State Bank has just injected more than 2,900 billion into the market
- Hai Phong received nearly $230m in capital, including the project of a factory to produce electronic components for Apple and Samsung.
- Energy prices in Europe could be at record highs
- The US tries to reduce the oil price fever
- Korea's economy grew to a record 11 years thanks to booming exports
VN30
BANK
VCB
95,800
1D 3.01%
5D 9.36%
Buy Vol. 3,497,100
Sell Vol. 3,456,400
BID
49,000
1D 4.48%
5D 9.13%
Buy Vol. 7,275,800
Sell Vol. 7,212,800
CTG
37,000
1D 3.79%
5D 7.09%
Buy Vol. 27,491,200
Sell Vol. 30,040,200
TCB
51,900
1D 3.18%
5D 6.46%
Buy Vol. 22,241,400
Sell Vol. 28,225,600
VPB
34,900
1D 4.33%
5D 4.96%
Buy Vol. 19,527,800
Sell Vol. 17,393,900
MBB
32,600
1D 1.56%
5D 9.03%
Buy Vol. 35,145,700
Sell Vol. 36,700,000
HDB
30,050
1D 3.62%
5D 1.69%
Buy Vol. 9,776,300
Sell Vol. 7,834,700
TPB
39,750
1D 5.30%
5D 2.19%
Buy Vol. 14,993,600
Sell Vol. 14,276,200
STB
34,700
1D 4.20%
5D 2.36%
Buy Vol. 40,404,000
Sell Vol. 39,494,700
ACB
34,850
1D 1.46%
5D 6.25%
Buy Vol. 6,755,500
Sell Vol. 10,519,200
TCB: Profit before tax in 2021 reached more than 1 billion USD (approximately 23 trillion VND), equivalent to an increase of about 45% compared to 2020. Specifically, in the past year, Techcombank's total operating income increased by 35.4% over the same period last year, up 37,100 billion. In which, interest income reached VND 26,700 billion, up 42.4%, led by net profit margin (NIM - calculated over the last 12 months) reaching 5.6% (compared to 4.9% in 2020).
REAL ESTATE
NVL
79,000
1D 1.15%
5D -1.37%
Buy Vol. 2,162,900
Sell Vol. 2,868,700
KDH
49,900
1D 1.63%
5D -1.19%
Buy Vol. 2,619,800
Sell Vol. 2,373,100
PDR
90,000
1D 5.39%
5D 2.27%
Buy Vol. 5,371,700
Sell Vol. 4,699,200
PDR: Phat Dat Holdings Co., Ltd. received 20m shares (4.06%). The transaction was made on January 20, 2022. These shares received as contribution by Mr. Nguyen Van Dat - Chairman of BOD
OIL & GAS
GAS
109,500
1D 2.24%
5D 2.34%
Buy Vol. 2,217,000
Sell Vol. 2,062,000
POW
16,550
1D 6.77%
5D 7.47%
Buy Vol. 46,658,500
Sell Vol. 25,130,000
PLX
54,400
1D 0.18%
5D 0.74%
Buy Vol. 1,852,200
Sell Vol. 1,477,100
GAS: POW's bad debt increased by more than 817b dong compared to the beginning of the year to 1,007b dong while the recoverable value as calculated by GAS was only 629b dong.
VINGROUP
VIC
96,000
1D 1.05%
5D 0.10%
Buy Vol. 4,868,500
Sell Vol. 4,850,100
VHM
81,000
1D 6.30%
5D 5.19%
Buy Vol. 8,930,100
Sell Vol. 7,543,200
VRE
33,150
1D 6.94%
5D 2.31%
Buy Vol. 12,472,400
Sell Vol. 8,271,800
While VHM was at the top of the list of foreign net buying stocks in today's session, VIC was the focus of net selling with a value of nearly 120 billion dong.
FOOD & BEVERAGE
VNM
79,200
1D -2.22%
5D -5.04%
Buy Vol. 5,060,900
Sell Vol. 5,944,700
MSN
153,000
1D 6.99%
5D 7.67%
Buy Vol. 1,723,500
Sell Vol. 1,412,900
SAB
145,000
1D 0.00%
5D -3.97%
Buy Vol. 260,700
Sell Vol. 262,900
VNM: Vilico (VLC), which VNM owns indirectly through GTN, reported a profit of VND 323 billion in 2021, nearly 3 times higher than the profit target for the whole year.
OTHERS
BVH
121,300
1D 0.66%
5D -2.57%
Buy Vol. 684,900
Sell Vol. 672,500
VJC
121,300
1D 0.66%
5D -2.57%
Buy Vol. 684,900
Sell Vol. 672,500
FPT
86,500
1D 1.41%
5D -1.82%
Buy Vol. 2,430,400
Sell Vol. 1,839,600
MWG
131,000
1D 0.85%
5D 0.69%
Buy Vol. 1,355,900
Sell Vol. 1,401,000
PNJ
97,000
1D 0.10%
5D 3.97%
Buy Vol. 1,173,800
Sell Vol. 1,455,400
GVR
31,250
1D 3.65%
5D 0.48%
Buy Vol. 3,236,800
Sell Vol. 2,423,500
SSI
42,800
1D 3.26%
5D 1.18%
Buy Vol. 20,470,900
Sell Vol. 15,919,200
HPG
43,250
1D 6.27%
5D -1.70%
Buy Vol. 37,374,500
Sell Vol. 23,969,200
PNJ: Approving the implementation of the private placement plan with the maximum number of shares expected to be issued is 15 million shares (equivalent to 6.6% of the total number of outstanding shares). Expected time in the first 6 months of 2022.
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
Pinetree Securities Corporation
-
Zalo OA: Chứng khoán Pinetree
-
Fanpage: Chứng khoán Pinetree
-
Youtube channel: Pinetree Securities
The posts are using photos and images from freepik and other free image stock websites.
