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%..
EVENT CALENDAR
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W
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24
Ex-right date Sun, 11/24/24
No event for this day
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SELECTED NEWS
- For the first time, Vietnam holds over 10% of the global shoe export market share
- Credit decreased in February
- SBV requires banks to urgently report the situation of transactions to the Russian market
- Fed Chairman Jerome Powell: Will continue to raise interest rates in March
- German unemployment rate drops to pre-COVID-19 levels
- The US House of Representatives passes resolution in favor of Ukraine
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.
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
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