Market brief 02/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,485.52

1D -0.88%

YTD -0.85%

VN30

1,498.61

1D -1.42%

YTD -2.42%

HNX

442.25

1D -0.30%

YTD -6.70%

UPCOM

111.80

1D -0.52%

YTD -0.78%

Net Foreign buy (B)

-1,161.87

1D 0.00%

YTD 0.00%

Total trading value (B)

35,657.80

1D 13.48%

YTD 14.76%

Foreign investors had the strongest net selling session since the beginning of the year with a value of nearly 1,162 billion dong. Bank shares HDB and steel industry HPG today were the two stocks under the strongest net selling pressure of foreign investors net selling with value of 154 and 131 billion dong. Following the list of net sellers are CTG (105 billion dong), KBC (77 billion dong), VIC (67 billion dong).

ETF & DERIVATIVES

E1VFVN30

25,400

1D -0.78%

YTD -1.66%

FUEMAV30

17,660

1D -1.12%

YTD -2.38%

FUESSV30

18,800

1D 5.56%

YTD -1.05%

FUESSV50

22,000

1D -1.35%

YTD -3.93%

FUESSVFL

22,770

1D -0.35%

YTD 1.29%

FUEVFVND

28,100

1D -2.43%

YTD 0.18%

FUEVN100

19,810

1D -1.25%

YTD -7.77%

VN30F2209

1,497

1D -0.38%

YTD 0.00%

VN30F2206

1,496

1D -0.71%

YTD 0.00%

VN30F2203

1,502

1D -0.90%

YTD 0.00%

VN30F2202

1,540

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,393.03

1D -0.27%

YTD -8.33%

Shanghai

3,484.19

1D -0.13%

YTD -4.27%

Kospi

2,703.52

1D 0.16%

YTD -9.21%

Hang Seng

22,343.92

1D -1.20%

YTD -4.50%

STI (Singapore)

3,244.40

1D -1.04%

YTD 3.86%

SET (Thái Lan)

1,689.81

1D -0.26%

YTD 1.94%

Crude oil ($/barrel)

107.93

1D 0.24%

YTD 41.08%

Gold ($/ounce)

1,926.80

1D -0.60%

YTD 5.82%

Russia-Ukraine conflict continues, Asian stocks mixed. In Japan, the Nikkei 225 fell 0.27%. The Chinese market fell with Shanghai Composite down 0.13%, Shenzhen Component down 1.05%. Hong Kong's Hang Seng fell 1.2%. South Korea's Kospi index rose 0.16%.

VIETNAM ECONOMY

Vnibor

2.54%

1D (bps) -2

YTD (bps) 173

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.57%

YTD (bps) 56

10 year-Gov. Bond

2.23%

1D (bps) 1

YTD (bps) 23

USD/VND

23,060

1D (%) 0.46%

YTD (%) 0.52%

EUR/VND

25,778

1D (%) -1.29%

YTD (%) -2.61%

CNY/VND

3,687

1D (%) 0.08%

YTD (%) 0.79%

According to the socio-economic report just released by the General Statistics Office, the total retail sales of consumer goods and services in February stood at VND 421,800 billion, down 7.1% from the previous month but up 3. 1% over the same period last year. In the first 2 months of the year, the total retail sales of consumer goods and services was more than VND 876,000 billion, up 1.7% over the same period last year.

SELECTED NEWS

VN30

BANK

VCB

85,000

1D 0.00%

5D -2.19%

Buy Vol. 2,551,700

Sell Vol. 2,508,900

BID

42,450

1D -3.74%

5D -6.91%

Buy Vol. 4,947,700

Sell Vol. 5,028,300

CTG

32,000

1D -3.90%

5D -8.18%

Buy Vol. 29,019,500

Sell Vol. 31,191,200

TCB

49,200

1D -2.19%

5D -4.84%

Buy Vol. 26,399,800

Sell Vol. 25,160,900

VPB

36,500

1D -3.31%

5D 1.67%

Buy Vol. 39,533,600

Sell Vol. 42,952,200

MBB

32,500

1D -4.41%

5D -5.39%

Buy Vol. 79,137,000

Sell Vol. 77,355,200

HDB

27,350

1D -4.20%

5D -7.76%

Buy Vol. 18,748,200

Sell Vol. 20,923,100

TPB

41,450

1D -3.15%

5D -2.70%

Buy Vol. 12,411,000

Sell Vol. 17,069,000

STB

31,250

1D -4.29%

5D -6.99%

Buy Vol. 68,803,200

Sell Vol. 69,034,000

ACB

32,900

1D -2.81%

5D -4.91%

Buy Vol. 18,829,400

Sell Vol. 19,563,800

BID: BIDV's bad debt ratio by the end of 2021 has reached the lowest level in 10 years, at 0.98%. Previously, during the period 2012 - 2020, the bad debt ratio on the balance sheet of this bank fluctuated between 1.61% - 2.92%; if including bad debt not yet provisioned at VAMC, the range is 1.76% - 5%. Notably, the bad debt coverage ratio jumped to 219%, putting BIDV in the top 3 banks with the highest consolidated bad debt coverage ratio in the system.

REAL ESTATE

NVL

76,400

1D 1.33%

5D -1.29%

Buy Vol. 5,841,700

Sell Vol. 6,184,400

KDH

53,700

1D -0.74%

5D -0.74%

Buy Vol. 1,890,200

Sell Vol. 2,357,800

PDR

87,200

1D 3.20%

5D -3.11%

Buy Vol. 6,499,700

Sell Vol. 6,005,900

KDH: offering a maximum of 2,000 billion dong of bonds to the public. This is a non-convertible, warrantless and unsecured type. The bond has a term of 36 months.

OIL & GAS

GAS

119,200

1D 1.27%

5D 1.88%

Buy Vol. 2,085,600

Sell Vol. 3,200,400

POW

17,450

1D 0.00%

5D -3.86%

Buy Vol. 29,857,600

Sell Vol. 33,586,000

PLX

61,500

1D 0.33%

5D -1.60%

Buy Vol. 8,641,200

Sell Vol. 11,858,000

PLX: As of 3pm on March 1, the Petrolimex Petroleum Price Stabilization Fund continued to be negative 158 billion VND compared to the previous price adjustment (February 21).

VINGROUP

VIC

78,900

1D -0.38%

5D -4.36%

Buy Vol. 4,130,000

Sell Vol. 4,675,200

VHM

77,500

1D -0.64%

5D -2.39%

Buy Vol. 5,547,300

Sell Vol. 6,854,800

VRE

32,800

1D -2.09%

5D -6.02%

Buy Vol. 12,401,100

Sell Vol. 11,473,900

VIC: VinFast has just signed an agreement with LeasePlan (a Dutch company) to provide car rental services, aiming to expand the market in Europe.

FOOD & BEVERAGE

VNM

78,500

1D -0.88%

5D -1.88%

Buy Vol. 3,089,300

Sell Vol. 3,680,300

MSN

157,000

1D 0.32%

5D -0.13%

Buy Vol. 1,113,300

Sell Vol. 1,371,500

SAB

169,000

1D 1.50%

5D 0.42%

Buy Vol. 121,000

Sell Vol. 145,600

MSN: MEATLife grew strongly in revenue and quickly contributed to 20% of the total number of Masan, while in 2020 it only accounts for about 3%.

OTHERS

BVH

145,000

1D 2.91%

5D -2.16%

Buy Vol. 1,429,200

Sell Vol. 1,396,500

VJC

145,000

1D 2.91%

5D -2.16%

Buy Vol. 1,429,200

Sell Vol. 1,396,500

FPT

93,100

1D -0.32%

5D 0.11%

Buy Vol. 1,629,000

Sell Vol. 2,092,700

MWG

134,500

1D -1.10%

5D -2.39%

Buy Vol. 2,460,600

Sell Vol. 2,492,900

PNJ

103,400

1D -1.52%

5D -5.66%

Buy Vol. 1,874,200

Sell Vol. 2,338,500

GVR

35,400

1D -0.84%

5D 3.36%

Buy Vol. 4,870,400

Sell Vol. 6,684,000

SSI

44,800

1D -2.61%

5D -1.10%

Buy Vol. 21,662,400

Sell Vol. 22,317,000

HPG

46,900

1D 0.00%

5D 0.43%

Buy Vol. 32,493,700

Sell Vol. 41,909,400

HPG: sales volume of construction steel in February reached 450,000 tons, 2.3 times higher than the same period in 2021 and up 17% compared to January 2022. In which, the export of construction steel reached 60,000 tons, nearly 2 times higher than the same period last year. The enterprise said it had received orders to export construction steel until May with 720,000 tons.