Market brief 03/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,505.00

1D 1.31%

YTD 0.45%

VN30

1,522.49

1D 1.59%

YTD -0.86%

HNX

449.31

1D 1.60%

YTD -5.21%

UPCOM

113.19

1D 1.24%

YTD 0.45%

Net Foreign buy (B)

571.60

1D 0.00%

YTD 0.00%

Total trading value (B)

36,156.88

1D 1.40%

YTD 16.37%

Session 3/3: Foreign investors returned to buy a net of 571 billion dong, focusing on "collecting" fertilizers and chemicals. DGC and DCM were net bought by foreign investors today, 87 billion dong and 67 billion dong, respectively. Besides, the net buying list also includes HPG (64 billion dong), STB (63 billion dong), KBC (55 billion dong).

ETF & DERIVATIVES

E1VFVN30

25,680

1D 1.10%

YTD -0.58%

FUEMAV30

17,910

1D 1.42%

YTD -1.00%

FUESSV30

18,800

1D 5.56%

YTD -1.05%

FUESSV50

22,400

1D 1.82%

YTD -2.18%

FUESSVFL

22,690

1D -0.35%

YTD 0.93%

FUEVFVND

28,790

1D 2.46%

YTD 2.64%

FUEVN100

21,180

1D 6.92%

YTD -1.40%

VN30F2209

1,510

1D 0.90%

YTD 0.00%

VN30F2206

1,508

1D 0.83%

YTD 0.00%

VN30F2203

1,518

1D 1.03%

YTD 0.00%

VN30F2202

1,540

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,577.27

1D -0.12%

YTD -7.69%

Shanghai

3,481.11

1D -0.09%

YTD -4.36%

Kospi

2,747.08

1D 1.61%

YTD -7.74%

Hang Seng

22,467.34

1D 0.04%

YTD -3.98%

STI (Singapore)

3,253.65

1D 0.29%

YTD 4.16%

SET (Thái Lan)

1,696.08

1D 0.37%

YTD 2.32%

Crude oil ($/barrel)

113.12

1D -0.26%

YTD 47.87%

Gold ($/ounce)

1,934.55

1D 0.15%

YTD 6.25%

Asian stocks were mostly mixed, oil price exceeded 117 USD/barrel. In Japan, the Nikkei 225 fell 0.12%. The Chinese market with the Shanghai Composite fell 0.09%. Hong Kong's Hang Seng rose 0.04%. China's Caixin/Markit Services Purchasing Managers' Index (PMI) was 50.2 in February, down from 51.4 in January, indicating a slowdown in growth in the sector. PMI above 50 reflects expansion and vice versa.

VIETNAM ECONOMY

Vnibor

2.54%

YTD (bps) 173

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.65%

1D (bps) 8

YTD (bps) 64

10 year-Gov. Bond

2.25%

1D (bps) 2

YTD (bps) 25

USD/VND

22,977

1D (%) -0.01%

YTD (%) 0.16%

EUR/VND

26,032

1D (%) -0.16%

YTD (%) -1.65%

CNY/VND

3,683

1D (%) 0.00%

YTD (%) 0.68%

According to information at the regular Government meeting in February, held on the morning of March 3, credit grew by 1.82% compared to the end of 2021. This figure is lower than the 2.74% rate at the end of January once reported. The State Bank of Vietnam (SBV) announced, however, it is still higher than the same period in 2021. In the first two months of 2021, credit increased by only 0.66%..

SELECTED NEWS

VN30

BANK

VCB

85,500

1D 0.59%

5D 0.23%

Buy Vol. 1,587,500

Sell Vol. 1,682,400

BID

42,800

1D 0.82%

5D -4.04%

Buy Vol. 3,831,400

Sell Vol. 4,114,600

CTG

32,600

1D 1.88%

5D -3.69%

Buy Vol. 13,692,000

Sell Vol. 12,514,400

TCB

49,650

1D 0.91%

5D -1.68%

Buy Vol. 14,596,200

Sell Vol. 11,426,800

VPB

37,450

1D 2.60%

5D 1.49%

Buy Vol. 29,102,100

Sell Vol. 30,962,300

MBB

33,100

1D 1.85%

5D -2.65%

Buy Vol. 50,576,300

Sell Vol. 46,464,600

HDB

28,250

1D 3.29%

5D -1.91%

Buy Vol. 9,982,700

Sell Vol. 7,009,400

TPB

41,500

1D 0.12%

5D 0.61%

Buy Vol. 7,051,100

Sell Vol. 9,621,600

STB

31,850

1D 1.92%

5D -3.19%

Buy Vol. 34,349,500

Sell Vol. 31,027,800

ACB

33,450

1D 1.67%

5D -2.90%

Buy Vol. 12,467,400

Sell Vol. 11,853,500

STB: Recently, STB has been approved by the State Bank of Vietnam (SBV) to add the content of "Business and supply of interest rate derivative products in the domestic market" to its License for establishment and operation. This tool will assist customers in hedging against adverse fluctuations in interest rates and exchange rates for lending activities, especially medium and long-term loans. Besides, interest rate swap is also a solution to help customers reduce capital mobilization costs when converting from a high interest rate currency to a lower interest rate currency.

REAL ESTATE

NVL

78,000

1D 2.09%

5D 2.63%

Buy Vol. 4,602,800

Sell Vol. 4,083,400

KDH

54,600

1D 1.68%

5D 3.41%

Buy Vol. 1,912,600

Sell Vol. 1,920,000

PDR

88,000

1D 0.92%

5D -0.68%

Buy Vol. 5,983,400

Sell Vol. 5,853,900

PDR: After-audited financial statements, pre-tax profit increased by 52.2% yoy, reaching over VND 2,344 billion. EPS in 2021 will reach 3,656 VND/share, up 49.6%.

OIL & GAS

GAS

120,700

1D 1.26%

5D 1.43%

Buy Vol. 2,370,600

Sell Vol. 3,325,400

POW

17,200

1D -1.43%

5D -3.10%

Buy Vol. 36,134,700

Sell Vol. 39,110,700

PLX

62,800

1D 2.11%

5D -0.95%

Buy Vol. 5,184,400

Sell Vol. 6,116,000

The price of gas in the UK on March 2 was 405 cents/therm, up 39.7% compared to March 1. Gas price on the Dutch TTF on March 2 at 173.1 euros/mwh, 42.3% increase from the previous day.

VINGROUP

VIC

79,000

1D 0.13%

5D -1.37%

Buy Vol. 4,616,700

Sell Vol. 5,494,700

VHM

78,000

1D 0.65%

5D -0.76%

Buy Vol. 6,582,200

Sell Vol. 7,583,600

VRE

32,700

1D -0.30%

5D -3.82%

Buy Vol. 10,250,900

Sell Vol. 10,370,700

VIC: At the beginning of the year, VIC was the largest enterprise on the Vietnamese stock exchange. However, at the moment, VIC has dropped to third place, behind Vietcombank and Vinhomes.

FOOD & BEVERAGE

VNM

78,400

1D -0.13%

5D -0.25%

Buy Vol. 2,872,900

Sell Vol. 3,087,500

MSN

159,100

1D 1.34%

5D -0.25%

Buy Vol. 1,144,400

Sell Vol. 1,312,300

SAB

167,100

1D -1.12%

5D -0.65%

Buy Vol. 40,700

Sell Vol. 117,500

VNM: In 2021, total consolidated revenue exceeded VND 60,000b for the first time, reaching VND 61,012b, up 2.2% over the same period and completing 98.2% of the year plan.

OTHERS

BVH

143,400

1D -1.10%

5D -3.11%

Buy Vol. 736,400

Sell Vol. 1,289,200

VJC

143,400

1D -1.10%

5D -3.11%

Buy Vol. 736,400

Sell Vol. 1,289,200

FPT

93,400

1D 0.32%

5D 1.52%

Buy Vol. 1,519,400

Sell Vol. 2,585,800

MWG

136,500

1D 1.49%

5D -0.22%

Buy Vol. 1,727,000

Sell Vol. 1,888,800

PNJ

104,000

1D 0.58%

5D -4.59%

Buy Vol. 1,608,700

Sell Vol. 1,748,300

GVR

36,300

1D 2.54%

5D 7.72%

Buy Vol. 4,507,700

Sell Vol. 5,061,500

SSI

45,500

1D 1.56%

5D 2.02%

Buy Vol. 15,381,300

Sell Vol. 16,928,300

HPG

50,100

1D 6.82%

5D 8.91%

Buy Vol. 125,709,800

Sell Vol. 109,587,900

HPG: Chairman of the BOD of Hoa Phat Group shared that the group will not only be the "king of steel" but also want to do real estate. The real estate segment that the group targets are industrial parks, mega-urban areas, and golf courses. Core products are megacities with an area of 300-500 hectares, high-class real estate aimed at people with middle and high incomes. In 2021, the group has surveyed, researched and proposed many projects in Can Tho, Khanh Hoa, and Quang Ngai.