Market brief 04/03/2022
VIETNAM STOCK MARKET
VN-INDEX
1,505.33
1D 0.02%
YTD 0.47%
VN30
1,525.34
1D 0.19%
YTD -0.68%
HNX
450.59
1D 0.28%
YTD -4.94%
UPCOM
113.29
1D 0.09%
YTD 0.54%
Net Foreign buy (B)
473.40
1D 0.00%
YTD 0.00%
Total trading value (B)
35,589.19
1D -1.57%
YTD 14.54%
Data from the Vietnam Securities Depository (VSD) showed that in February, domestic investors opened 210,883 new securities accounts, an increase of more than 16,000 accounts compared to the previous month. In which, individual investors opened 210,765 new accounts and 118 accounts came from institutional investors.
ETF & DERIVATIVES
E1VFVN30
25,700
1D 0.08%
YTD -0.50%
FUEMAV30
17,910
1D 0.00%
YTD -1.00%
FUESSV30
18,700
1D 5.00%
YTD -1.58%
FUESSV50
22,500
1D 0.45%
YTD -1.75%
FUESSVFL
22,590
1D -0.44%
YTD 0.49%
FUEVFVND
28,600
1D -0.66%
YTD 1.96%
FUEVN100
20,520
1D -3.12%
YTD -4.47%
VN30F2209
1,508
1D -0.11%
YTD 0.00%
VN30F2206
1,509
1D 0.05%
YTD 0.00%
VN30F2203
1,513
1D -0.30%
YTD 0.00%
VN30F2202
1,540
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
25,985.47
1D -0.14%
YTD -9.75%
Shanghai
3,447.65
1D -0.96%
YTD -5.28%
Kospi
2,713.43
1D -1.22%
YTD -8.87%
Hang Seng
21,905.29
1D -0.19%
YTD -6.38%
STI (Singapore)
3,226.78
1D -0.83%
YTD 3.30%
SET (Thái Lan)
1,671.72
1D -1.44%
YTD 0.85%
Crude oil ($/barrel)
110.24
1D 0.25%
YTD 44.10%
Gold ($/ounce)
1,950.80
1D 0.89%
YTD 7.14%
Asian stocks fell, South Korea was the worst in the region. In Japan, the Nikkei 225 fell 0.14%. The Chinese market fell with the Shanghai Composite down 0.96%. Hong Kong's Hang Seng fell 0.19%. South Korea's Kospi index fell 1.22%.
VIETNAM ECONOMY
Vnibor
2.51%
1D (bps) -3
YTD (bps) 170
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.70%
1D (bps) 5
YTD (bps) 69
10 year-Gov. Bond
2.29%
1D (bps) 4
YTD (bps) 29
USD/VND
23,050
1D (%) 0.30%
YTD (%) 0.48%
EUR/VND
25,556
1D (%) -1.33%
YTD (%) -3.45%
CNY/VND
3,685
1D (%) 0.03%
YTD (%) 0.74%
Yesterday, March 3, the State Treasury is expected to announce the need to buy foreign currency 01/DTNT-2022. Accordingly, the State Treasury has the need to buy 150 million USD from commercial banks in the form of spot. The transaction execution date is March 1 and the expected payment date is March 3. With 150 million USD, it is estimated that about 3,400 billion VND will be pumped to the market through this channel.
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
- In 2 months, Vietnam has a trade deficit of 12.5 billion USD from China, a strong trade surplus to the US and EU
- State Treasury offers to buy 150 million USD from commercial banks
- The Ministry of Industry and Trade commits to have enough gasoline until the end of March
- Banks of Japan, the US, Europe and the scenario of loss of up to 150 billion USD in the Russian market
- Germany opposes ban on energy imports from Russia
- JPMorgan: Russian economy may shrink 35% in Q2
VN30
BANK
VCB
84,900
1D -0.70%
5D -0.24%
Buy Vol. 1,654,200
Sell Vol. 1,649,700
BID
43,300
1D 1.17%
5D -2.81%
Buy Vol. 3,863,500
Sell Vol. 2,859,300
CTG
32,750
1D 0.46%
5D -3.25%
Buy Vol. 11,537,300
Sell Vol. 11,031,500
TCB
49,950
1D 0.60%
5D -1.48%
Buy Vol. 11,093,500
Sell Vol. 11,667,100
VPB
38,100
1D 1.74%
5D -0.26%
Buy Vol. 74,898,100
Sell Vol. 96,436,400
MBB
32,900
1D -0.60%
5D -3.52%
Buy Vol. 19,587,700
Sell Vol. 21,715,000
HDB
28,000
1D -0.88%
5D -4.27%
Buy Vol. 6,461,100
Sell Vol. 7,099,200
TPB
40,750
1D -1.81%
5D -2.86%
Buy Vol. 7,912,700
Sell Vol. 8,354,800
STB
32,000
1D 0.47%
5D -3.03%
Buy Vol. 22,593,500
Sell Vol. 23,788,900
ACB
34,300
1D 2.54%
5D -0.15%
Buy Vol. 11,543,700
Sell Vol. 9,571,900
VPB: has just issued a document on adjusting the foreign ownership ratio at the bank to 17.5% of charter capital. Previously, VPBank had consulted shareholders on adjusting the foreign room at VPBank from 15% to 17.5%/charter capital (which is a rate enough for VPBank to issue more shares to foreign strategic shareholders). up to 15%/charter capital after issuance).
REAL ESTATE
NVL
77,000
1D -1.28%
5D 0.92%
Buy Vol. 4,564,000
Sell Vol. 5,826,800
KDH
54,600
1D 0.00%
5D 2.44%
Buy Vol. 2,516,400
Sell Vol. 2,701,900
PDR
90,500
1D 2.84%
5D 3.43%
Buy Vol. 5,440,700
Sell Vol. 4,975,200
PDR: Is orienting to develop service-urban industrial clusters with a scale of 1,000-6,000ha in localities that have development infrastructure and advantages for industrial park development.
OIL & GAS
GAS
118,000
1D -2.24%
5D 0.68%
Buy Vol. 2,161,300
Sell Vol. 2,506,800
POW
17,300
1D 0.58%
5D -3.08%
Buy Vol. 35,029,800
Sell Vol. 38,355,100
PLX
61,100
1D -2.71%
5D -2.08%
Buy Vol. 4,591,800
Sell Vol. 6,218,300
Nghi Son oil refinery reduced 35% - 40% of capacity, expected to deliver only 540 thousand m3 in March, down 20% compared to the plan
VINGROUP
VIC
79,000
1D 0.00%
5D -0.13%
Buy Vol. 6,276,800
Sell Vol. 6,233,400
VHM
77,900
1D -0.13%
5D -0.51%
Buy Vol. 6,787,500
Sell Vol. 7,180,400
VRE
33,750
1D 3.21%
5D -0.74%
Buy Vol. 19,616,700
Sell Vol. 16,226,100
VIC: wants to invest in two industrial clusters in Quang Ninh with a total area of nearly 143ha, of which industrial cluster No. 1 has an area of 75ha and industrial cluster No. 2 has 67.94 ha.
FOOD & BEVERAGE
VNM
77,900
1D -0.64%
5D -1.27%
Buy Vol. 4,191,700
Sell Vol. 4,282,500
MSN
161,300
1D 1.38%
5D 2.09%
Buy Vol. 1,670,100
Sell Vol. 2,109,300
SAB
160,000
1D -4.25%
5D -4.81%
Buy Vol. 172,200
Sell Vol. 192,700
VNM: net direct export revenue in 2021 reached VND 6,128 billion, up 10.2% over the same period. Growth drivers come from the Middle East and Africa markets.
OTHERS
BVH
139,400
1D -2.79%
5D -3.93%
Buy Vol. 905,100
Sell Vol. 1,074,200
VJC
139,400
1D -2.79%
5D -3.93%
Buy Vol. 905,100
Sell Vol. 1,074,200
FPT
93,500
1D 0.11%
5D 1.30%
Buy Vol. 2,458,200
Sell Vol. 2,729,600
MWG
135,800
1D -0.51%
5D -1.31%
Buy Vol. 1,869,800
Sell Vol. 1,936,700
PNJ
106,200
1D 2.69%
5D -0.93%
Buy Vol. 2,152,600
Sell Vol. 2,739,700
GVR
36,000
1D -0.83%
5D 5.88%
Buy Vol. 5,357,500
Sell Vol. 6,112,300
SSI
46,600
1D 2.42%
5D 1.97%
Buy Vol. 32,214,700
Sell Vol. 40,404,600
HPG
49,800
1D -0.60%
5D 8.50%
Buy Vol. 53,797,700
Sell Vol. 73,965,700
HPG: Hoa Phat container factory will test run in Q3. 2022 and start bringing products to market from Q4 of this year. The plant is expected to reach a capacity of 200,000 TEU/year by the end of 2023. Hoa Phat aims to complete the factory as quickly as possible in order to take advantage of market opportunities due to the serious shortage of empty containers shipped from abroad to Vietnam and at the same time contribute to promoting export of goods and global trade.
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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