Market brief 01/03/2022
VIETNAM STOCK MARKET
VN-INDEX
1,498.78
1D 0.58%
YTD 0.03%
VN30
1,520.12
1D 0.19%
YTD -1.02%
HNX
443.56
1D 0.71%
YTD -6.42%
UPCOM
112.38
1D 0.16%
YTD -0.27%
Net Foreign buy (B)
122.27
1D 0.00%
YTD 0.00%
Total trading value (B)
31,420.75
1D 12.12%
YTD 1.12%
In February 2022, although foreign investors maintained a net selling position, the value decreased significantly compared to the previous month, so the pressure on the general market was more modest. Total net selling volume was at 25m shares, equivalent to a value of VND 243.4b (down 91% MoM). Thus, foreign investors have been net sellers for 7 consecutive months with a total value of nearly 40,000b dong.
ETF & DERIVATIVES
E1VFVN30
25,600
1D -0.78%
YTD -0.89%
FUEMAV30
17,860
1D -0.22%
YTD -1.27%
FUESSV30
18,720
1D 5.11%
YTD -1.47%
FUESSV50
22,300
1D -0.09%
YTD -2.62%
FUESSVFL
22,850
1D 0.66%
YTD 1.65%
FUEVFVND
28,800
1D -2.37%
YTD 2.67%
FUEVN100
20,060
1D 0.30%
YTD -6.61%
VN30F2209
1,502
1D -0.18%
YTD 0.00%
VN30F2206
1,506
1D 0.09%
YTD 0.00%
VN30F2203
1,516
1D 0.29%
YTD 0.00%
VN30F2202
1,540
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,844.72
1D -0.61%
YTD -6.76%
Shanghai
3,488.83
1D 0.77%
YTD -4.15%
Kospi
2,699.18
1D 0.00%
YTD -9.35%
Hang Seng
22,761.71
1D 0.09%
YTD -2.72%
STI (Singapore)
3,278.63
1D 1.12%
YTD 4.96%
SET (Thái Lan)
1,694.28
1D 0.54%
YTD 2.21%
Crude oil ($/barrel)
98.77
1D 2.34%
YTD 29.11%
Gold ($/ounce)
1,926.50
1D 1.12%
YTD 5.81%
Asian stocks are mixed, investors continue to monitor the situation in Ukraine. In Japan, the Nikkei 225 fell 0.61%. The Chinese market rallied with the Shanghai Composite up 0.77%. Hong Kong's Hang Seng rose 0.38%. China today released the February manufacturing purchasing managers index (PMI) with the official manufacturing PMI of 50.2 points, beating forecasts of 49.9 points and up slightly from 50.1 points in January.
VIETNAM ECONOMY
Vnibor
2.56%
1D (bps) 1
YTD (bps) 175
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.57%
1D (bps) 8
YTD (bps) 56
10 year-Gov. Bond
2.22%
1D (bps) 7
YTD (bps) 22
USD/VND
23,035
1D (%) 0.39%
YTD (%) 0.41%
EUR/VND
25,924
1D (%) -1.37%
YTD (%) -2.06%
CNY/VND
3,684
1D (%) -0.03%
YTD (%) 0.71%
The Purchasing Managers' Index (PMI) of Vietnam's manufacturing industry reached 54.3 points in February, compared with 53.7 points in January, up for the fourth consecutive month. Business conditions have improved over the past five months, after being disrupted by the Delta wave of the COVID-19 pandemic in 2021.
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
- February PMI reached 54.3 points, manufacturing activity continued to recover
- International visitors to Vietnam soar
- The Prime Minister asked to restructure weak and loss-making state-owned corporations
- Western oil and gas giants left behind tens of billions of dollars when withdrawing from Russia
- Russian banks in trouble after Russia-Ukraine tensions rise
- Geopolitical risks pose new challenge to IPO plans in Asia
VN30
BANK
VCB
85,000
1D 0.59%
5D -2.07%
Buy Vol. 2,159,000
Sell Vol. 1,878,900
BID
44,100
1D 0.92%
5D -4.13%
Buy Vol. 3,759,500
Sell Vol. 4,407,100
CTG
33,300
1D 0.45%
5D -3.76%
Buy Vol. 15,750,800
Sell Vol. 13,664,900
TCB
50,300
1D -0.20%
5D -2.14%
Buy Vol. 11,327,800
Sell Vol. 11,445,400
VPB
37,750
1D -0.66%
5D 6.19%
Buy Vol. 24,666,900
Sell Vol. 27,885,800
MBB
34,000
1D -1.16%
5D -1.16%
Buy Vol. 24,691,100
Sell Vol. 31,875,800
HDB
28,550
1D -0.87%
5D -3.38%
Buy Vol. 12,946,700
Sell Vol. 10,833,000
TPB
42,800
1D 1.30%
5D 3.13%
Buy Vol. 16,095,200
Sell Vol. 18,982,600
STB
32,650
1D -0.61%
5D -3.12%
Buy Vol. 25,590,600
Sell Vol. 29,622,400
ACB
33,850
1D -0.15%
5D -2.45%
Buy Vol. 9,454,500
Sell Vol. 9,582,400
In terms of growth rate, TCB has the highest growth in foreign exchange business revenue when in 2020 it only collects 745 million dong, and in 2021 it earns more than 231 billion dong in profit, mainly from reducing business losses. In terms of absolute numbers, Vietcombank is still the bank with the highest profit from foreign exchange trading with VND 4,275 billion thanks to an increase in spot foreign currency revenue of VND 1,363 billion (up 20%).
REAL ESTATE
NVL
75,400
1D 0.13%
5D -3.46%
Buy Vol. 5,202,400
Sell Vol. 4,587,200
KDH
54,100
1D 2.27%
5D 0.37%
Buy Vol. 3,137,500
Sell Vol. 2,952,800
PDR
84,500
1D -0.59%
5D -5.90%
Buy Vol. 4,492,100
Sell Vol. 4,199,500
KDH: Khang Dien will pour nearly 350 billion dong more to its subsidiary, Gia Phuoc Real Estate, even though its business cash flow in 2021 is negative billions of dong.
OIL & GAS
GAS
117,700
1D -0.25%
5D 1.03%
Buy Vol. 1,842,000
Sell Vol. 1,939,500
POW
17,450
1D 0.58%
5D -1.97%
Buy Vol. 71,813,700
Sell Vol. 47,472,300
PLX
61,300
1D -1.61%
5D -1.13%
Buy Vol. 5,706,300
Sell Vol. 6,149,600
National Assembly Chairman Vuong Dinh Hue recently asked a number of NA agencies to supervise the situation of domestic petroleum supply and Nghi Son Refinery and Petrochemical Plant.
VINGROUP
VIC
79,200
1D 2.86%
5D -3.41%
Buy Vol. 6,632,600
Sell Vol. 5,883,100
VHM
78,000
1D 0.65%
5D -1.64%
Buy Vol. 4,280,500
Sell Vol. 5,165,100
VRE
33,500
1D 0.00%
5D -2.90%
Buy Vol. 8,037,600
Sell Vol. 7,493,400
VHM: In 2022, VHM will launch 03 new projects in the North. The largest project is Dream City with 460 ha, VinHomes Co Loa 383 ha and VinHomes Wonderpark (Dan Phuong).
FOOD & BEVERAGE
VNM
79,200
1D 1.02%
5D -1.00%
Buy Vol. 2,568,900
Sell Vol. 2,498,400
MSN
156,500
1D 0.32%
5D -0.63%
Buy Vol. 537,700
Sell Vol. 658,900
SAB
168,000
1D -1.06%
5D -0.24%
Buy Vol. 70,800
Sell Vol. 174,300
SAB: Sabeco's revenue in 2021 reached VND 26,374 billion, down 5.7% compared to the previous year. Due to high costs, profit after tax reached VND3,929 billion, down 20.4% over the same period.
OTHERS
BVH
140,900
1D 0.57%
5D -1.33%
Buy Vol. 1,018,300
Sell Vol. 960,100
VJC
140,900
1D 0.57%
5D -1.33%
Buy Vol. 1,018,300
Sell Vol. 960,100
FPT
93,400
1D 0.11%
5D 0.54%
Buy Vol. 1,551,100
Sell Vol. 2,672,900
MWG
136,000
1D 0.00%
5D -1.23%
Buy Vol. 1,906,900
Sell Vol. 2,177,400
PNJ
105,000
1D 1.94%
5D -4.55%
Buy Vol. 4,056,800
Sell Vol. 2,106,600
GVR
35,700
1D 4.54%
5D 4.23%
Buy Vol. 7,956,200
Sell Vol. 7,537,100
SSI
46,000
1D 0.66%
5D 2.22%
Buy Vol. 16,249,500
Sell Vol. 17,018,100
HPG
46,900
1D -0.64%
5D 1.08%
Buy Vol. 33,512,200
Sell Vol. 54,379,600
BVH: For the whole year of 2021, net revenue from insurance business reached VND 37,301 billion, up 8% compared to 2020. In the company's revenue structure, net revenue from life insurance segment reached 30,545 billion VND and the non-life insurance segment reached 6,768 billion VND.
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.
