Market brief 23/02/2022

VIETNAM STOCK MARKET

VN-INDEX

1,512.30

1D 0.59%

YTD 0.94%

VN30

1,538.83

1D 0.42%

YTD 0.20%

HNX

442.54

1D 1.87%

YTD -6.64%

UPCOM

113.51

1D 0.44%

YTD 0.74%

Net Foreign buy (B)

127.36

1D 0.00%

YTD 0.00%

Total trading value (B)

27,675.30

1D -17.64%

YTD -10.93%

Foreign investors net bought back 127b dong in the session 23/2. Foreign investors on HoSE were the strongest net buyers of DXG with 73bi dong. VJC and VHM were net bought 54b dong and 50b dong respectively. Meanwhile, VNM was sold the most with 83b dong. PLX and MSN were net sold at 50b dong and 36b dong, respectively.

ETF & DERIVATIVES

E1VFVN30

25,780

1D -0.46%

YTD -0.19%

FUEMAV30

18,100

1D 0.56%

YTD 0.06%

FUESSV30

18,820

1D 5.67%

YTD -0.95%

FUESSV50

22,800

1D 0.00%

YTD -0.44%

FUESSVFL

22,690

1D -1.35%

YTD 0.93%

FUEVFVND

29,730

1D 3.77%

YTD 5.99%

FUEVN100

20,100

1D 0.70%

YTD -6.42%

VN30F2209

1,509

1D 0.27%

YTD 0.00%

VN30F2206

1,520

1D 0.93%

YTD 0.00%

VN30F2203

1,529

1D 0.78%

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 0.00%

YTD -8.13%

Shanghai

3,489.15

1D 0.93%

YTD -4.14%

Kospi

2,719.53

1D 0.47%

YTD -8.67%

Hang Seng

23,660.28

1D 0.18%

YTD 1.12%

STI (Singapore)

3,393.00

1D -0.22%

YTD 8.62%

SET (Thái Lan)

1,696.45

1D 0.32%

YTD 2.34%

Crude oil ($/barrel)

91.17

1D -0.82%

YTD 19.18%

Gold ($/ounce)

1,896.50

1D -0.21%

YTD 4.16%

Asian stocks rose, Ukraine situation was the focus. Japanese market holiday. The Chinese market rose with Shanghai Composite up 0.93%, Shenzhen Component up 1.092%. Hong Kong's Hang Seng rose 0.18%. South Korea's Kospi index rose 0.47%

VIETNAM ECONOMY

Vnibor

2.51%

1D (bps) -1

YTD (bps) 170

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.30%

1D (bps) 1

YTD (bps) 29

10 year-Gov. Bond

2.18%

1D (bps) 2

YTD (bps) 18

USD/VND

22,966

1D (%) 0.00%

YTD (%) 0.11%

EUR/VND

26,651

1D (%) 0.22%

YTD (%) 0.69%

CNY/VND

3,685

1D (%) 0.22%

YTD (%) 0.74%

According to preliminary statistics of the General Department of Customs, fertilizer exports in January stood at 226,155 tons, equivalent to 171.7 million USD, up 51.5% in volume, up 70% in turnover compared to December 2021. Cambodia is Vietnam's largest market for this product, accounting for 15.7% of the total volume and 10% of Vietnam's total fertilizer export turnover, reaching 35,552 tons, equivalent to over 17.16 million USD.

SELECTED NEWS

VN30

BANK

VCB

86,900

1D 0.12%

5D -0.11%

Buy Vol. 1,807,100

Sell Vol. 1,921,700

BID

45,600

1D -0.87%

5D 1.00%

Buy Vol. 4,762,400

Sell Vol. 6,039,300

CTG

34,850

1D 0.72%

5D 0.58%

Buy Vol. 11,182,400

Sell Vol. 13,998,600

TCB

51,700

1D 0.58%

5D 0.19%

Buy Vol. 11,281,600

Sell Vol. 13,052,300

VPB

35,900

1D 0.98%

5D 0.70%

Buy Vol. 21,736,600

Sell Vol. 26,112,300

MBB

34,350

1D -0.15%

5D 5.21%

Buy Vol. 27,213,900

Sell Vol. 43,812,000

HDB

29,650

1D 0.34%

5D 1.37%

Buy Vol. 8,320,200

Sell Vol. 9,400,900

TPB

42,600

1D 2.65%

5D 5.45%

Buy Vol. 22,934,700

Sell Vol. 24,987,600

STB

33,600

1D -0.30%

5D 0.00%

Buy Vol. 28,901,400

Sell Vol. 27,078,600

ACB

34,600

1D -0.29%

5D 1.17%

Buy Vol. 9,127,900

Sell Vol. 14,232,200

ACB: As of December 31, 2021, total assets stood at VND 527,770 billion, an increase of 18.7% compared to 2020. Outstanding loans to customers increased by 16.2% to VND 361,912 billion. Bad debt increased by 50% to 2,799 billion dong. Group 3 debt and group 4 debt increased by 153% and 114% respectively to 537 billion and 882 billion dong. NPL ratio from 0.6% to 0.78% at the end of 2021. Customer deposits increased by 7.6% to VND 379,920 billion. In which, demand deposits were VND 87,534 billion, up 27%, accounting for 23% of the structure. Issuance of valuable papers increased by 39%, to 30,547 billion dong.

REAL ESTATE

NVL

77,400

1D -0.90%

5D -0.90%

Buy Vol. 3,967,800

Sell Vol. 3,283,200

KDH

54,100

1D 0.37%

5D 0.56%

Buy Vol. 1,664,400

Sell Vol. 1,885,100

PDR

90,000

1D 0.22%

5D -0.22%

Buy Vol. 3,427,900

Sell Vol. 3,499,600

NVL: will participate in revitalizing the Kenton Node project in Saigon South after more than a decade of stagnation. Initial information, NVl will play the role of developer at this project.

OIL & GAS

GAS

117,000

1D 0.43%

5D 2.18%

Buy Vol. 1,775,300

Sell Vol. 2,600,800

POW

18,150

1D 1.97%

5D -0.27%

Buy Vol. 38,188,600

Sell Vol. 43,355,400

PLX

62,500

1D 0.81%

5D 5.93%

Buy Vol. 7,530,600

Sell Vol. 7,698,100

GAS: In January, 2022, thanks to the strong increase in oil price, GAS earned a revenue of 8,481 billion VND, exceeding 29% of the monthly plan and increasing by 42% over the same period.

VINGROUP

VIC

82,500

1D 0.61%

5D -0.48%

Buy Vol. 2,836,000

Sell Vol. 3,434,400

VHM

79,400

1D 0.13%

5D -0.75%

Buy Vol. 4,602,300

Sell Vol. 6,757,000

VRE

34,900

1D 1.16%

5D 1.75%

Buy Vol. 12,048,500

Sell Vol. 13,534,400

VHM: In the period of 2022-2024, VHM begins to develop new centers such as Dream City (460 ha), Wonder Park (133 ha), Co Loa (385 ha), Ha Long Xanh (4,110 ha), Long Beach Can Gio (2,870 ha)

FOOD & BEVERAGE

VNM

80,000

1D 0.00%

5D -0.50%

Buy Vol. 3,443,500

Sell Vol. 3,877,100

MSN

157,200

1D -0.19%

5D -0.57%

Buy Vol. 793,700

Sell Vol. 764,200

SAB

169,800

1D 0.83%

5D 0.83%

Buy Vol. 214,200

Sell Vol. 326,700

MSN: reached VND 88,629 billion in revenue in 2021. Profit after tax increased by 5934% to VND 8,563 billion, a record level in history - 243% higher than the whole year 2021 plan.

OTHERS

BVH

148,200

1D 3.78%

5D 6.47%

Buy Vol. 1,894,700

Sell Vol. 1,428,900

VJC

148,200

1D 3.78%

5D 6.47%

Buy Vol. 1,894,700

Sell Vol. 1,428,900

FPT

93,000

1D 0.11%

5D 1.86%

Buy Vol. 1,618,900

Sell Vol. 2,409,600

MWG

137,800

1D 0.07%

5D 3.69%

Buy Vol. 2,502,000

Sell Vol. 4,549,600

PNJ

109,600

1D -0.36%

5D 3.10%

Buy Vol. 2,484,400

Sell Vol. 2,351,100

GVR

34,250

1D 0.00%

5D 1.48%

Buy Vol. 3,809,700

Sell Vol. 4,895,400

SSI

45,300

1D 0.67%

5D 0.89%

Buy Vol. 9,489,100

Sell Vol. 12,159,000

HPG

46,700

1D 0.65%

5D 1.52%

Buy Vol. 22,203,000

Sell Vol. 26,362,600

- HPG: announced the Resolution of BoD to increase capital contribution to Hoa Phat Real Estate Development Joint Stock Company. Specifically, Hoa Phat will contribute VND 3,300 billion to the real estate company to increase its capital from VND 2,700 billion to VND 6,000 billion, the ownership rate is 99.93% to 99.97%.