Market brief 22/02/2022

VIETNAM STOCK MARKET

VN-INDEX

1,503.47

1D -0.49%

YTD 0.35%

VN30

1,532.36

1D -0.07%

YTD -0.22%

HNX

434.43

1D -1.49%

YTD -8.35%

UPCOM

113.01

1D -0.58%

YTD 0.29%

Net Foreign buy (B)

-107.65

1D 0.00%

YTD 0.00%

Total trading value (B)

33,601.98

1D 19.92%

YTD 8.14%

Foreign investors no longer kept the positivity as in previous sessions but net sold again. Specifically, today's foreign capital flow bought 29.6 million shares, worth 1,238 billion dong, while selling 35.5 million shares, worth 1,339 billion dong. Total net selling volume was at 6 million shares, equivalent to a net selling value of 107 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,900

1D 0.00%

YTD 0.27%

FUEMAV30

18,000

1D 0.00%

YTD -0.50%

FUESSV30

18,980

1D 6.57%

YTD -0.11%

FUESSV50

22,800

1D 1.33%

YTD -0.44%

FUESSVFL

23,000

1D 1.77%

YTD 2.31%

FUEVFVND

28,650

1D 0.53%

YTD 2.14%

FUEVN100

19,960

1D -0.70%

YTD -7.08%

VN30F2209

1,505

1D -0.67%

YTD 0.00%

VN30F2206

1,506

1D -0.92%

YTD 0.00%

VN30F2203

1,518

1D -0.82%

YTD 0.00%

VN30F2202

1,540

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,449.61

1D 0.28%

YTD -8.13%

Shanghai

3,457.15

1D 0.02%

YTD -5.02%

Kospi

2,706.79

1D 0.02%

YTD -9.10%

Hang Seng

23,520.00

1D -0.46%

YTD 0.52%

STI (Singapore)

3,400.58

1D -0.25%

YTD 8.86%

SET (Thái Lan)

1,691.12

1D -0.19%

YTD 2.02%

Crude oil ($/barrel)

93.84

1D 0.85%

YTD 22.67%

Gold ($/ounce)

1,897.70

1D -0.72%

YTD 4.22%

Asian stocks mixed, Hong Kong lost the most in the region. In Japan, the Nikkei 225 gained 0.28%. The Chinese market rose with the Shanghai Composite up 0.02%. Hong Kong's Hang Seng fell 0.46%. South Korea's Kospi index rose 0.02%.

VIETNAM ECONOMY

Vnibor

2.52%

1D (bps) 5

YTD (bps) 171

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.29%

1D (bps) -2

YTD (bps) 28

10 year-Gov. Bond

2.16%

1D (bps) 5

YTD (bps) 16

USD/VND

23,045

1D (%) 0.48%

YTD (%) 0.46%

EUR/VND

26,325

1D (%) -0.67%

YTD (%) -0.54%

CNY/VND

3,674

1D (%) 0.22%

YTD (%) 0.44%

It is proposed to add 20,450 billion VND to the planned capital in 2022 for economic recovery. If including the estimated capital in 2022 of projects under the Socio-Economic Development and Recovery Program, the total additional capital in 2022 is nearly 37,300 billion VND.

SELECTED NEWS

VN30

BANK

VCB

86,800

1D -0.69%

5D -0.23%

Buy Vol. 3,013,100

Sell Vol. 2,258,500

BID

46,000

1D 1.66%

5D -0.43%

Buy Vol. 3,921,100

Sell Vol. 3,829,100

CTG

34,600

1D 0.58%

5D -1.00%

Buy Vol. 18,921,800

Sell Vol. 16,451,600

TCB

51,400

1D -0.19%

5D -0.77%

Buy Vol. 17,887,700

Sell Vol. 15,904,200

VPB

35,550

1D -0.97%

5D -1.11%

Buy Vol. 17,888,600

Sell Vol. 18,952,100

MBB

34,400

1D 5.36%

5D 5.20%

Buy Vol. 61,136,100

Sell Vol. 53,816,600

HDB

29,550

1D -0.17%

5D 0.17%

Buy Vol. 9,808,300

Sell Vol. 8,831,500

TPB

41,500

1D 1.47%

5D 1.84%

Buy Vol. 12,226,900

Sell Vol. 14,190,600

STB

33,700

1D 1.51%

5D 0.60%

Buy Vol. 45,983,500

Sell Vol. 38,546,100

ACB

34,700

1D 0.87%

5D 0.58%

Buy Vol. 13,185,600

Sell Vol. 13,572,300

Following the credit growth, the total bad debt at 27 banks as of December 31, 2021 also increased, accounting for 98.878b VND of the total outstanding loans, up 10.22% yoy. In which, 9/27 banks announced that bad debt decreased compared to the beginning of the year, all decreased by less than 10%, except for some banks that improved strongly such as Eximbank (-11.33%), BIDV (-37.94%), OCB ( -10.54%) and KLB (-61.43%). It is alarming that in the opposite direction, bad debts of banks increased by 45% on average. Some banks also had a sudden increase such as Vietbank (+135%), NCB (+105%), NAB (+116%).

REAL ESTATE

NVL

78,100

1D -0.51%

5D -1.14%

Buy Vol. 4,058,900

Sell Vol. 4,721,700

KDH

53,900

1D -0.55%

5D 0.75%

Buy Vol. 2,645,500

Sell Vol. 2,737,200

PDR

89,800

1D -1.54%

5D -0.22%

Buy Vol. 3,508,500

Sell Vol. 4,003,300

NVL: just issued VND1,000 billion of bonds with a term of 12 months. Release date is December 24, 2021, completion date is February 15.

OIL & GAS

GAS

116,500

1D 0.60%

5D -0.77%

Buy Vol. 1,209,500

Sell Vol. 1,662,400

POW

17,800

1D -3.26%

5D -1.66%

Buy Vol. 79,754,500

Sell Vol. 64,513,400

PLX

62,000

1D 3.51%

5D 5.08%

Buy Vol. 9,938,700

Sell Vol. 10,465,000

PLX: Compared to nearly a month ago, the market price of PLX has increased by nearly 15% to 62,300 VND/share, the highest in more than 3 years due to the record high gasoline price.

VINGROUP

VIC

82,000

1D -1.91%

5D -2.03%

Buy Vol. 4,746,500

Sell Vol. 5,197,000

VHM

79,300

1D -0.88%

5D -0.88%

Buy Vol. 7,974,300

Sell Vol. 9,633,800

VRE

34,500

1D 1.17%

5D 1.47%

Buy Vol. 12,984,700

Sell Vol. 14,099,200

VHM: Vinhomes will invest more than 9,300 billion VND in the construction of the central industrial park, block CN4, CN5 Vung Ang Economic Zone with an area of nearly 1,236 hectares.

FOOD & BEVERAGE

VNM

80,000

1D -1.23%

5D -1.48%

Buy Vol. 4,682,000

Sell Vol. 5,236,400

MSN

157,500

1D -1.75%

5D -1.87%

Buy Vol. 831,200

Sell Vol. 967,700

SAB

168,400

1D -0.71%

5D -0.94%

Buy Vol. 235,300

Sell Vol. 273,000

MSN: Behind the valuation of more than 8000b dong, the P/E forward 15x - equivalent to Vinamilk of the M&A between Phuc Long and Masan is the synergistic advantage of the two giants..

OTHERS

BVH

142,800

1D -2.19%

5D 2.59%

Buy Vol. 1,201,800

Sell Vol. 1,164,400

VJC

142,800

1D -2.19%

5D 2.59%

Buy Vol. 1,201,800

Sell Vol. 1,164,400

FPT

92,900

1D -0.64%

5D 1.98%

Buy Vol. 1,940,600

Sell Vol. 2,392,600

MWG

137,700

1D 2.84%

5D 3.30%

Buy Vol. 4,957,300

Sell Vol. 5,221,100

PNJ

110,000

1D 3.29%

5D 4.27%

Buy Vol. 4,022,000

Sell Vol. 4,368,700

GVR

34,250

1D -1.01%

5D 2.70%

Buy Vol. 2,919,700

Sell Vol. 2,868,000

SSI

45,000

1D -2.17%

5D 1.81%

Buy Vol. 13,478,900

Sell Vol. 14,884,200

HPG

46,400

1D -0.54%

5D 0.87%

Buy Vol. 29,518,500

Sell Vol. 28,790,100

PNJ: announced January net revenue of 3,476 billion dong, up 60% over the same period last year; EAT is 270 billion dong, up 60.7% and is the highest level since announcing monthly profit. The reason is due to the strong growth from the retail channel.