Market brief 08/02/2022
VIETNAM STOCK MARKET
VN-INDEX
1,500.99
1D 0.22%
YTD 0.18%
VN30
1,550.46
1D 0.60%
YTD 0.96%
HNX
417.89
1D -0.34%
YTD -11.84%
UPCOM
111.52
1D 0.70%
YTD -1.03%
Net Foreign buy (B)
-337.46
1D 0.00%
YTD 0.00%
Total trading value (B)
25,630.64
1D 23.50%
YTD -17.51%
VIC was still being sold the most by foreign investors with a value of 290 billion dong, far behind VNM with more than 50 billion dong. HPG and NKG were net sold 48 billion dong and 42 billion dong respectively. Meanwhile, KBC was bought the most with 64 billion dong. DXG and CTG were net bought at 51 billion dong and 33 billion dong, respectively.
ETF & DERIVATIVES
E1VFVN30
26,100
1D 0.73%
YTD 1.05%
FUEMAV30
18,250
1D 0.44%
YTD 0.88%
FUESSV30
18,930
1D 6.29%
YTD -0.37%
FUESSV50
22,500
1D -0.88%
YTD -1.75%
FUESSVFL
23,400
1D 0.78%
YTD 4.09%
FUEVFVND
28,860
1D 1.69%
YTD 2.89%
FUEVN100
20,030
1D 0.20%
YTD -6.75%
VN30F2209
1,522
1D 0.06%
YTD 0.00%
VN30F2206
1,523
1D 0.26%
YTD 0.00%
VN30F2203
1,533
1D 0.10%
YTD 0.00%
VN30F2202
1,536
1D 0.18%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,284.52
1D -0.31%
YTD -5.23%
Shanghai
3,452.63
1D 0.67%
YTD -5.14%
Kospi
2,746.47
1D 0.05%
YTD -7.76%
Hang Seng
24,329.49
1D -0.50%
YTD 3.98%
STI (Singapore)
3,401.74
1D 1.05%
YTD 8.90%
SET (Thái Lan)
1,684.23
1D 0.42%
YTD 1.61%
Crude oil ($/barrel)
89.75
1D -1.47%
YTD 17.32%
Gold ($/ounce)
1,819.75
1D -0.16%
YTD -0.06%
Investors assessed inflation and monetary policy outlook, Asian stocks mixed. In Japan, the Nikkei 225 fell 0.31%. Shares of SoftBank Group fell 0.9% after the FT reported the sale of Arm chip business to Nvidia had failed. The Chinese market was mixed with Shanghai Composite up 0.67%, Shenzhen Component down 0.975%. Hong Kong's Hang Seng fell 0.5%. South Korea's Kospi index rose 0.05%.
VIETNAM ECONOMY
Vnibor
2.27%
1D (bps) -15
YTD (bps) 146
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.03%
1D (bps) -17
YTD (bps) 2
10 year-Gov. Bond
2.02%
1D (bps) 11
YTD (bps) 2
USD/VND
22,970
1D (%) 0.70%
YTD (%) 0.13%
EUR/VND
26,406
1D (%) -1.01%
YTD (%) -0.23%
CNY/VND
3,644
1D (%) 0.22%
YTD (%) -0.38%
In terms of the structure of the issuer industry, real estate is still the industry that issues the most corporate bonds, accounting for nearly 40% of the amount of corporate bonds issued last year. This is also the industry with the highest average primary interest rate with an interest rate of nearly 9.8%. Banking is the second ranked industry in terms of issuance ratio, accounting for 33% of corporate bonds issued, an increase of 3.9 percentage points compared to 2020.
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
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SELECTED NEWS
- More than 700tr dong of corporate bonds are issued in 2021, real estate attracts the most money with an average interest rate of up to 9.8%
- The State Bank injects money after Tet, the agency is in charge of inflation
- The Prime Minister requested to soon submit a plan to extend the payment of taxes and land rent this year
- NDRC: China's inflation expected to rise moderately in 2022
- US jobs soar despite Omicron, adding pressure on Fed
- ECB President: ECB does not need to rush to raise interest rates
VN30
BANK
VCB
92,000
1D -0.43%
5D 3.37%
Buy Vol. 2,115,800
Sell Vol. 1,971,400
BID
47,350
1D -0.11%
5D -1.25%
Buy Vol. 4,481,400
Sell Vol. 4,912,900
CTG
36,500
1D 0.55%
5D -1.08%
Buy Vol. 17,478,800
Sell Vol. 16,702,900
TCB
53,800
1D 1.89%
5D 1.89%
Buy Vol. 25,953,400
Sell Vol. 28,752,200
VPB
37,300
1D 2.75%
5D 1.77%
Buy Vol. 35,548,800
Sell Vol. 37,487,800
MBB
33,800
1D 0.00%
5D 0.30%
Buy Vol. 31,663,600
Sell Vol. 33,147,200
HDB
31,400
1D 0.96%
5D 1.62%
Buy Vol. 9,889,300
Sell Vol. 11,099,900
TPB
42,000
1D 0.72%
5D 0.12%
Buy Vol. 8,560,400
Sell Vol. 10,383,200
STB
35,850
1D 0.70%
5D 0.84%
Buy Vol. 34,218,400
Sell Vol. 37,719,200
ACB
35,750
1D 3.03%
5D 3.47%
Buy Vol. 47,699,500
Sell Vol. 44,104,600
The top 10 banks with the largest bad debt in 2021 have had many notable changes. Eximbank and LienVietPostBank are two banks that have been removed from this list this year, replaced by two new names including HDBank and ACB, with bad debts of 3,360 billion and 2,799 billion respectively. However, in terms of the ratio of total outstanding loans, these two names are still among the top banks with low bad debt ratios in the whole industry. BIDV, VPBank, and VietinBank are still the top 3 banks in the list of largest bad debts among listed banks. However, this group had a drastic change in rankings.
REAL ESTATE
NVL
79,200
1D -1.00%
5D -0.88%
Buy Vol. 2,793,900
Sell Vol. 3,218,600
KDH
50,400
1D -0.40%
5D 0.80%
Buy Vol. 1,161,200
Sell Vol. 1,066,900
PDR
89,000
1D -2.20%
5D -1.98%
Buy Vol. 3,224,600
Sell Vol. 3,889,900
NVL: At the end of fiscal year 2021, Novaland Group recorded more than VND 14,967 billion total consolidated revenue and more than VND 3,460 billion consolidated profit after tax.
OIL & GAS
GAS
114,000
1D -0.61%
5D 4.59%
Buy Vol. 1,529,800
Sell Vol. 1,196,100
POW
17,900
1D 0.28%
5D 6.55%
Buy Vol. 60,685,600
Sell Vol. 47,581,300
PLX
58,800
1D 0.17%
5D 4.81%
Buy Vol. 3,232,100
Sell Vol. 4,056,900
The oil and gas industry will continue to accelerate the approval of investment and exploitation projects such as Block B, Nam Du - U Minh to make investments on schedule in the period 2022-2025.
VINGROUP
VIC
87,300
1D -4.28%
5D -10.00%
Buy Vol. 13,338,400
Sell Vol. 10,963,300
VHM
81,200
1D -1.22%
5D 1.12%
Buy Vol. 4,543,500
Sell Vol. 6,207,200
VRE
35,500
1D 0.00%
5D 1.57%
Buy Vol. 10,488,500
Sell Vol. 11,808,000
VIC: For the whole year of 2021, VIC achieved VND 125,306b in net revenue, up 13% over the same period last year. Profit before tax reached VND 3,346b, loss after tax was VND7,523b.
FOOD & BEVERAGE
VNM
82,000
1D -1.80%
5D -1.32%
Buy Vol. 3,713,200
Sell Vol. 4,837,800
MSN
145,500
1D -1.62%
5D 1.75%
Buy Vol. 1,020,600
Sell Vol. 858,600
SAB
154,800
1D 1.78%
5D 4.10%
Buy Vol. 250,700
Sell Vol. 252,500
VNM: VNM's market capitalization is more than 7.5b USD. With its large scale, VNM has more or less faced growth pressure. VNM profit has been in a sideways trend for the past 5 years.
OTHERS
BVH
131,500
1D 0.84%
5D 7.88%
Buy Vol. 1,090,900
Sell Vol. 1,109,600
VJC
131,500
1D 0.84%
5D 7.88%
Buy Vol. 1,090,900
Sell Vol. 1,109,600
FPT
90,600
1D 1.23%
5D 1.23%
Buy Vol. 1,503,900
Sell Vol. 2,150,600
MWG
136,300
1D 1.79%
5D 2.87%
Buy Vol. 2,221,700
Sell Vol. 2,404,800
PNJ
105,000
1D -2.14%
5D 0.96%
Buy Vol. 1,029,800
Sell Vol. 1,931,700
GVR
33,000
1D 2.48%
5D 5.77%
Buy Vol. 2,870,400
Sell Vol. 2,236,400
SSI
45,650
1D -0.44%
5D 1.33%
Buy Vol. 12,528,600
Sell Vol. 13,134,800
HPG
45,550
1D 5.81%
5D 7.94%
Buy Vol. 44,110,600
Sell Vol. 36,704,400
MWG: on November 3, 2021, MWG bought 1.29 million shares of An Khang Retail Company at a business consolidation fee of VND 52.2 billion. After the transaction, MWG owns 100% of shares in An Khang. MWG will invest both financial resources and a dedicated leadership team to promote the An Khang pharmacy chain in 2022. The chain has 178 stores by the end of 2021, a sharp increase from 68 at the end of 2020. .
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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