Market brief 07/02/2022
VIETNAM STOCK MARKET
VN-INDEX
1,497.66
1D 1.26%
YTD -0.04%
VN30
1,541.25
1D 0.59%
YTD 0.36%
HNX
419.33
1D 0.62%
YTD -11.53%
UPCOM
110.75
1D 0.97%
YTD -1.71%
Net Foreign buy (B)
336.03
1D 0.00%
YTD 0.00%
Total trading value (B)
20,754.25
1D -13.94%
YTD -33.21%
Foreign investors continued to net buy 336 billion dong in the first session of the year 2022. On HoSE only, foreign investors had the 5th net buying session in a row with a value down 9.3% compared to the session before the holiday and reached VND 306 billion, equivalent to a net buying volume of 7.2 million shares. Generally, in the past 5 sessions, foreign investors on HoSE had a total net buying of 2,400 billion dong.
ETF & DERIVATIVES
E1VFVN30
25,910
1D 0.66%
YTD 0.31%
FUEMAV30
18,170
1D 0.72%
YTD 0.44%
FUESSV30
19,210
1D 7.86%
YTD 1.11%
FUESSV50
22,700
1D 2.71%
YTD -0.87%
FUESSVFL
23,220
1D 6.96%
YTD 3.29%
FUEVFVND
28,380
1D 1.72%
YTD 1.18%
FUEVN100
19,990
1D 0.30%
YTD -6.94%
VN30F2209
1,521
1D 0.51%
YTD 0.00%
VN30F2206
1,519
1D 0.26%
YTD 0.00%
VN30F2203
1,532
1D 0.25%
YTD 0.00%
VN30F2202
1,533
1D 0.31%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,248.87
1D 0.23%
YTD -5.36%
Shanghai
3,429.58
1D 2.03%
YTD -5.78%
Kospi
2,745.06
1D 3.07%
YTD -7.81%
Hang Seng
24,579.55
1D 0.66%
YTD 5.05%
STI (Singapore)
3,366.48
1D 3.70%
YTD 7.77%
SET (Thái Lan)
1,677.24
1D 2.30%
YTD 1.18%
Crude oil ($/barrel)
91.20
1D -1.41%
YTD 19.22%
Gold ($/ounce)
1,812.35
1D 0.10%
YTD -0.46%
Asian stocks all rose, the Chinese market increased by more than 2% after the Tet holiday. In Japan, the Nikkei 225 gained 0.23%. The Chinese market went up with Shanghai Composite up 2.03%, Shenzhen Component up 0.965%. Hong Kong's Hang Seng rose 0.66%. South Korea's Kospi index rose 3.07%.
VIETNAM ECONOMY
Vnibor
2.42%
YTD (bps) 161
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.20%
1D (bps) 1
YTD (bps) 19
10 year-Gov. Bond
1.91%
1D (bps) 4
YTD (bps) -9
USD/VND
22,890
1D (%) 0.50%
YTD (%) -0.22%
EUR/VND
26,350
1D (%) -1.05%
YTD (%) -0.45%
CNY/VND
3,635
1D (%) 0.11%
YTD (%) -0.63%
The State Bank's data shows that the amount of deposits of residents and economic organizations at the end of November 2021 reached more than 10.68 million billion, up 6.6% compared to the end of 2020 - the growth rate. The lowest 11 months since this data was announced by the SBV. In which, deposits of residents only increased by 2.63% and deposits of economic organizations increased by 10.78%.
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
- Many banks have a net withdrawal of deposits in 2021
- The Ministry of Transport has been assigned a record capital, pouring VND80,000b/each year into highways, seaports, and airports
- Prime Minister Pham Minh Chinh: In 2025, Long Thanh airport must be inaugurated
- Big risks from Fed policy overshadow concerns from Russia-Ukraine tension on stock market
- ECB will have the first rate hike in the fourth quarter
- Northern Ireland ruled to maintain customs controls on British agricultural products
VN30
BANK
VCB
92,400
1D 3.82%
5D 3.82%
Buy Vol. 2,761,000
Sell Vol. 2,055,700
BID
47,400
1D -1.15%
5D -1.15%
Buy Vol. 4,714,200
Sell Vol. 5,988,800
CTG
36,300
1D -1.63%
5D -1.63%
Buy Vol. 22,125,200
Sell Vol. 25,373,000
TCB
52,800
1D 0.00%
5D 0.00%
Buy Vol. 13,419,800
Sell Vol. 19,732,800
VPB
36,300
1D -0.95%
5D -0.95%
Buy Vol. 16,788,400
Sell Vol. 22,239,100
MBB
33,800
1D 0.30%
5D 0.30%
Buy Vol. 23,313,000
Sell Vol. 30,224,600
HDB
31,100
1D 0.65%
5D 0.65%
Buy Vol. 8,797,900
Sell Vol. 11,329,800
TPB
41,700
1D -0.60%
5D -0.60%
Buy Vol. 7,884,100
Sell Vol. 13,718,200
STB
35,600
1D 0.14%
5D 0.14%
Buy Vol. 36,376,700
Sell Vol. 35,549,100
ACB
34,700
1D 0.43%
5D 0.43%
Buy Vol. 7,384,200
Sell Vol. 9,300,900
TCB has just released a financial report showing that the balance of demand deposits and margin deposits at the end of 2021 has increased to VND 158,900 billion (up 24% compared to 2020). The CASA ratio as of December 31, 2021 reached 50.5%, a significant improvement from 46% in 2020 and a record high in the banking system. Meanwhile at MBB, total customer deposits in the past year increased by 23.7% to 384,692 billion dong. Demand deposits of the bank increased by 1.5 times to 171,396 billion dong, being one of the banks with the strongest growth. Besides, margin deposits also jumped 66% to 11,728 billion dong.
REAL ESTATE
NVL
80,000
1D 0.13%
5D 0.13%
Buy Vol. 2,996,500
Sell Vol. 3,195,200
KDH
50,600
1D 1.20%
5D 1.20%
Buy Vol. 1,066,300
Sell Vol. 928,500
PDR
91,000
1D 0.22%
5D 0.22%
Buy Vol. 3,144,300
Sell Vol. 3,428,200
KDH: Vietnam Market Access Stock Investment Fund, a unit related to an insider, bought and matched 400,000 KDH shares from January 5 to January 27.
OIL & GAS
GAS
114,700
1D 5.23%
5D 5.23%
Buy Vol. 1,769,200
Sell Vol. 1,687,300
POW
17,850
1D 6.25%
5D 6.25%
Buy Vol. 74,784,700
Sell Vol. 37,092,800
PLX
58,700
1D 4.63%
5D 4.63%
Buy Vol. 6,450,800
Sell Vol. 6,199,500
GAS: received a "heavy" task assigned by the Vietnam Oil and Gas Group (PVN) with the target of gas and LNG supply increasing by 25% compared to the implementation in 2021.
VINGROUP
VIC
91,200
1D -5.98%
5D -5.98%
Buy Vol. 9,665,700
Sell Vol. 12,171,700
VHM
82,200
1D 2.37%
5D 2.37%
Buy Vol. 7,476,900
Sell Vol. 8,745,700
VRE
35,500
1D 1.57%
5D 1.57%
Buy Vol. 17,650,100
Sell Vol. 21,698,000
VIC: Additional issue of 8,720,770 ordinary shares to convert preference shares, bringing the total number of outstanding shares to 3,813,925,561 shares.
FOOD & BEVERAGE
VNM
83,500
1D 0.48%
5D 0.48%
Buy Vol. 2,765,200
Sell Vol. 2,907,200
MSN
147,900
1D 3.43%
5D 3.43%
Buy Vol. 990,600
Sell Vol. 933,200
SAB
152,100
1D 2.29%
5D 2.29%
Buy Vol. 197,600
Sell Vol. 155,900
VNM: From February 9 to March 10, F&N Diary Investments PTE.LTD, a unit related to a member of the BOD, registered to buy 20.9 million shares. raising holdings to 390.65 million units (18.69%)
OTHERS
BVH
130,400
1D 6.97%
5D 6.97%
Buy Vol. 1,753,400
Sell Vol. 1,162,100
VJC
130,400
1D 6.97%
5D 6.97%
Buy Vol. 1,753,400
Sell Vol. 1,162,100
FPT
89,500
1D 0.00%
5D 0.00%
Buy Vol. 908,700
Sell Vol. 1,102,400
MWG
133,900
1D 1.06%
5D 1.06%
Buy Vol. 1,359,100
Sell Vol. 1,792,700
PNJ
107,300
1D 3.17%
5D 3.17%
Buy Vol. 2,033,300
Sell Vol. 1,983,600
GVR
32,200
1D 3.21%
5D 3.21%
Buy Vol. 1,954,500
Sell Vol. 1,308,200
SSI
45,850
1D 1.78%
5D 1.78%
Buy Vol. 16,181,900
Sell Vol. 17,375,900
HPG
43,050
1D 2.01%
5D 2.01%
Buy Vol. 30,054,700
Sell Vol. 23,644,500
HPG: In early February 2022, Hoa Phat Dung Quat Steel Joint Stock Company signed a contract to export the first batch of hot rolled coil (HRC) to Italy with a volume of 35,000 tons. The first order of the year going to Europe opens up a large consumption market for Hoa Phat Group's products.
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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