Market brief 07/03/2022
VIETNAM STOCK MARKET
VN-INDEX
1,499.05
1D -0.42%
YTD 0.05%
VN30
1,509.12
1D -1.06%
YTD -1.73%
HNX
452.86
1D 0.50%
YTD -4.46%
UPCOM
113.22
1D -0.06%
YTD 0.48%
Net Foreign buy (B)
-1,466.04
1D 0.00%
YTD 0.00%
Total trading value (B)
37,814.94
1D 6.25%
YTD 21.70%
Foreign investors suddenly net sold nearly 1,500 billion dong in session 7/3. Foreign investors on HoSE were the biggest net sellers of FUEVFVND fund certificates with 340 billion dong. Real estate stocks including NLG, VHM, NVL or VRE were all sold strongly. In which, NLG was net sold 156 billion dong. VHM was also net sold 141 billion dong.
ETF & DERIVATIVES
E1VFVN30
25,600
1D -0.39%
YTD -0.89%
FUEMAV30
17,700
1D -1.17%
YTD -2.16%
FUESSV30
18,610
1D 4.49%
YTD -2.05%
FUESSV50
22,500
1D 0.00%
YTD -1.75%
FUESSVFL
22,390
1D -0.89%
YTD -0.40%
FUEVFVND
28,500
1D -0.35%
YTD 1.60%
FUEVN100
20,640
1D 0.58%
YTD -3.91%
VN30F2209
1,498
1D -0.72%
YTD 0.00%
VN30F2206
1,499
1D -0.68%
YTD 0.00%
VN30F2203
1,504
1D -0.58%
YTD 0.00%
VN30F2202
1,540
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
25,221.41
1D 0.53%
YTD -12.40%
Shanghai
3,372.86
1D -2.17%
YTD -7.33%
Kospi
2,651.31
1D -2.29%
YTD -10.96%
Hang Seng
21,057.63
1D -0.16%
YTD -10.00%
STI (Singapore)
3,187.82
1D -1.21%
YTD 2.05%
SET (Thái Lan)
1,626.70
1D -2.69%
YTD -1.87%
Crude oil ($/barrel)
122.34
1D -1.45%
YTD 59.92%
Gold ($/ounce)
2,002.55
1D 0.21%
YTD 9.98%
Asian stocks mostly fell deeply, investor sentiment was affected by the war in Ukraine. Except, in Japan, Nikkei 225 gained 0.53%. The Chinese market fell with the Shanghai Composite down 2.17%. Hong Kong's Hang Seng fell 0.16%. China's exports in dollar terms rose 16.3% in January-February year-on-year, beating forecasts for a 15% increase. Korea's Kospi index fell the most in the region by 2.29%.
VIETNAM ECONOMY
Vnibor
2.47%
1D (bps) -4
YTD (bps) 166
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.67%
1D (bps) -3
YTD (bps) 66
10 year-Gov. Bond
2.27%
1D (bps) -2
YTD (bps) 27
USD/VND
22,987
1D (%) 0.07%
YTD (%) 0.20%
EUR/VND
25,537
1D (%) 0.09%
YTD (%) -3.52%
CNY/VND
3,686
1D (%) 0.11%
YTD (%) 0.77%
The Ministry of Finance said that in the first two months of 2022, the whole country disbursed over 44,612 billion VND, reaching 8.61% of the plan assigned by the Prime Minister, higher than the same period in 2021 (5.09%). Among them, domestic capital reached 9.22% (the same period in 2021 reached 5.68%), foreign capital reached 0.20% (lower than the same period in 2021, it was 0.38%).
EVENT CALENDAR
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24
Ex-right date Sun, 11/24/24
No event for this day
No event for this day
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SELECTED NEWS
- Russia-Ukraine tension: Vietnamese agricultural enterprises have difficulty in payment
- Disbursement of public investment capital in the first two months of the year reached 8.61% of the plan
- Risk of imported inflation
- US and Europe discuss ban on Russian oil imports
- Russia closes the valve on the way to supply 40% of gas demand to Europe
- The US and its allies race to punish Russia, the IMF warns of consequences for the global economy
VN30
BANK
VCB
84,900
1D 0.00%
5D 0.47%
Buy Vol. 1,758,900
Sell Vol. 1,721,500
BID
42,250
1D -2.42%
5D -3.32%
Buy Vol. 3,567,800
Sell Vol. 3,593,200
CTG
32,150
1D -1.83%
5D -3.02%
Buy Vol. 16,425,300
Sell Vol. 15,932,700
TCB
49,250
1D -1.40%
5D -2.28%
Buy Vol. 13,598,300
Sell Vol. 12,711,300
VPB
37,700
1D -1.05%
5D -0.79%
Buy Vol. 29,178,800
Sell Vol. 39,078,600
MBB
32,200
1D -2.13%
5D -6.40%
Buy Vol. 31,792,400
Sell Vol. 29,911,200
HDB
27,400
1D -2.14%
5D -4.86%
Buy Vol. 13,401,200
Sell Vol. 9,887,000
TPB
39,000
1D -4.29%
5D -7.69%
Buy Vol. 14,410,600
Sell Vol. 14,226,400
STB
31,500
1D -1.56%
5D -4.11%
Buy Vol. 29,355,600
Sell Vol. 25,668,700
ACB
33,250
1D -3.06%
5D -1.92%
Buy Vol. 7,702,500
Sell Vol. 9,460,600
CTG: VietinBank sets a target of 10% - 20% growth in individual and consolidated pre-tax profits in 2022; total assets grew by about 5% - 10%; credit growth is about 10% - 14%; mobilized capital increased by 10% - 12%; bad debt ratio below 2%. Previously, VietinBank recorded a consolidated profit before tax in 2021 of VND 17,589 billion, up 2.7%.
REAL ESTATE
NVL
76,000
1D -1.30%
5D 0.93%
Buy Vol. 5,081,800
Sell Vol. 4,913,900
KDH
53,800
1D -1.47%
5D 1.70%
Buy Vol. 1,990,400
Sell Vol. 2,097,100
PDR
89,500
1D -1.10%
5D 5.29%
Buy Vol. 4,289,200
Sell Vol. 4,570,100
PDR: expects pre-tax profit in 2022 to reach VND3,635b, up 55.1% compared to 2021, contributing to the plan to accumulate pre-tax profit in the period of 2019 - 2023 to reach VND14,270b
OIL & GAS
GAS
124,600
1D 5.59%
5D 5.59%
Buy Vol. 3,313,100
Sell Vol. 4,041,700
POW
17,050
1D -1.45%
5D -1.73%
Buy Vol. 39,421,000
Sell Vol. 41,773,600
PLX
63,300
1D 3.60%
5D 1.61%
Buy Vol. 9,558,900
Sell Vol. 13,043,200
The price of natural gas on the TTF floor (Netherlands) on March 7 increased by 79% compared to yesterday, to 345 Euro/Mwh. The price has more than tripled since the Russia-Ukraine war began.
VINGROUP
VIC
78,500
1D -0.63%
5D 1.95%
Buy Vol. 5,028,100
Sell Vol. 4,951,200
VHM
76,200
1D -2.18%
5D -1.68%
Buy Vol. 10,890,500
Sell Vol. 10,787,600
VRE
32,900
1D -2.52%
5D -1.79%
Buy Vol. 14,969,800
Sell Vol. 14,909,800
VIC: In 2021, real estate revenue account for about 2/3 of VIC's total revenue. The manufacturing segment ranked second, but the contribution to total revenue decreased from 16% to 14%.
FOOD & BEVERAGE
VNM
76,800
1D -1.41%
5D -2.04%
Buy Vol. 5,235,900
Sell Vol. 5,965,900
MSN
158,200
1D -1.92%
5D 1.41%
Buy Vol. 1,570,900
Sell Vol. 1,530,400
SAB
154,600
1D -3.38%
5D -8.13%
Buy Vol. 470,700
Sell Vol. 529,900
VNM: In addition to Tien Son Dairy Factory, Hung Yen Dairy Factory will be the second dairy factory in the North market and the second super fresh milk factory of Vinamilk.
OTHERS
BVH
134,200
1D -3.73%
5D -4.21%
Buy Vol. 1,061,200
Sell Vol. 1,133,900
VJC
134,200
1D -3.73%
5D -4.21%
Buy Vol. 1,061,200
Sell Vol. 1,133,900
FPT
93,800
1D 0.32%
5D 0.54%
Buy Vol. 2,835,400
Sell Vol. 2,831,200
MWG
134,200
1D -1.18%
5D -1.32%
Buy Vol. 1,823,300
Sell Vol. 1,842,500
PNJ
108,000
1D 2.27%
5D 5.44%
Buy Vol. 4,243,400
Sell Vol. 4,764,000
GVR
36,750
1D 2.08%
5D 7.61%
Buy Vol. 5,289,000
Sell Vol. 6,252,800
SSI
46,800
1D 0.43%
5D 2.41%
Buy Vol. 21,641,400
Sell Vol. 21,323,200
HPG
51,100
1D 2.61%
5D 8.26%
Buy Vol. 62,900,800
Sell Vol. 74,056,100
HPG: In early February 2022, Hoa Phat signed a contract to export the first batch of hot rolled coil (HRC) to Italy with a volume of 35,000 tons. The first order of the year going to Europe opens up a large consumption market for Hoa Phat Group's products. On February 26, all shipments were delivered to partners at Hoa Phat Dung Quat port.
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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