Market brief 08/03/2022
VIETNAM STOCK MARKET
VN-INDEX
1,473.71
1D -1.69%
YTD -1.64%
VN30
1,490.17
1D -1.26%
YTD -2.97%
HNX
445.89
1D -1.54%
YTD -5.93%
UPCOM
112.61
1D -0.54%
YTD -0.06%
Net Foreign buy (B)
-1,520.05
1D 0.00%
YTD 0.00%
Total trading value (B)
41,191.78
1D 8.93%
YTD 32.57%
Foreign investors continued to net sell more than 1,500 billion dong in session 8/3. Foreign investors were strong net sellers of HPG with 221 billion dong. GEX, VCB or VIC stocks were all net sold over 100 billion dong. Meanwhile, NKG was bought the most with 24.3 billion dong. VND and DXG were net bought at 17 billion dong and 15.8 billion dong respectively.
ETF & DERIVATIVES
E1VFVN30
25,300
1D -1.17%
YTD -2.05%
FUEMAV30
17,500
1D -1.13%
YTD -3.26%
FUESSV30
18,450
1D 3.59%
YTD -2.89%
FUESSV50
22,310
1D -0.84%
YTD -2.58%
FUESSVFL
21,980
1D -1.83%
YTD -2.22%
FUEVFVND
28,150
1D -1.23%
YTD 0.36%
FUEVN100
19,940
1D -3.39%
YTD -7.17%
VN30F2209
1,484
1D -0.90%
YTD 0.00%
VN30F2206
1,488
1D -0.69%
YTD 0.00%
VN30F2203
1,490
1D -0.92%
YTD 0.00%
VN30F2202
1,540
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
24,790.95
1D -1.47%
YTD -13.90%
Shanghai
3,293.53
1D -2.35%
YTD -9.51%
Kospi
2,622.40
1D -1.09%
YTD -11.93%
Hang Seng
20,765.87
1D -2.32%
YTD -11.25%
STI (Singapore)
3,148.86
1D -1.22%
YTD 0.81%
SET (Thái Lan)
1,619.10
1D -0.47%
YTD -2.32%
Crude oil ($/barrel)
123.20
1D 4.10%
YTD 61.05%
Gold ($/ounce)
2,013.30
1D 1.18%
YTD 10.57%
Asian stocks mostly fell, Ukraine war continued. In Japan, the Nikkei 225 fell 1.71%. The Chinese market fell with Shanghai Composite down 2.35%, Shenzhen Component down 2,616%. The Hong Kong market fell 2.32% after the deepest drop in the region in the previous session. South Korea's Kospi index fell 1.09%.
VIETNAM ECONOMY
Vnibor
2.40%
1D (bps) -7
YTD (bps) 159
Deposit interest 12M
5.60%
5 year-Gov. Bond
1.70%
1D (bps) 3
YTD (bps) 69
10 year-Gov. Bond
2.30%
1D (bps) 3
YTD (bps) 30
USD/VND
23,065
1D (%) 0.35%
YTD (%) 0.54%
EUR/VND
25,275
1D (%) -1.15%
YTD (%) -4.51%
CNY/VND
3,686
1D (%) -0.08%
YTD (%) 0.77%
Preliminary statistics have just been showed by the General Department of Customs that in February, exports to Russia were more than 180m USD, down 44% MoM. Compared to the same period in 2021, the turnover also decreased by 12.45%. With the Ukraine market, Vietnam's exports to this country also decreased in February. The turnover was at nearly 13m USD, down 60.3% MoM, 32.8% over the same period last year.
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
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SELECTED NEWS
- Exports to Russia fell 44% in February
- Vietnam's car production loses to Thailand because it imports too many components
- Vietnam - US trade turnover increased about 250 times after 26 years
- Gas prices in Europe have risen again due to concerns about supply cuts from Russia
- Consequences of war: US growth slows, Europe and Russia are hit harder
- High wheat prices and food security concerns due to influence from Ukraine
VN30
BANK
VCB
81,500
1D -4.00%
5D -4.12%
Buy Vol. 4,019,300
Sell Vol. 4,447,600
BID
41,600
1D -1.54%
5D -5.67%
Buy Vol. 4,306,200
Sell Vol. 4,488,000
CTG
32,050
1D -0.31%
5D -3.75%
Buy Vol. 12,182,000
Sell Vol. 11,459,300
TCB
49,000
1D -0.51%
5D -2.58%
Buy Vol. 16,520,700
Sell Vol. 13,087,200
VPB
37,000
1D -1.86%
5D -1.99%
Buy Vol. 23,507,200
Sell Vol. 25,785,900
MBB
31,000
1D -3.73%
5D -8.82%
Buy Vol. 36,868,200
Sell Vol. 39,837,500
HDB
27,350
1D -0.18%
5D -4.20%
Buy Vol. 8,352,700
Sell Vol. 8,934,200
TPB
38,800
1D -0.51%
5D -9.35%
Buy Vol. 9,159,900
Sell Vol. 9,274,400
STB
30,850
1D -2.06%
5D -5.51%
Buy Vol. 25,492,700
Sell Vol. 26,155,400
ACB
32,600
1D -1.95%
5D -3.69%
Buy Vol. 11,178,400
Sell Vol. 11,590,000
In February, the total capitalization of 27 banks listed on the stock exchange decreased by more than 100,000 billion VND (equivalent to more than 4 billion USD) to 1.97 million billion VND. This figure decreased by 5% compared to VND 2.07 million billion at the end of January. Among state-owned banks, CTG's capitalization dropped the most with a decrease of 10%. Meanwhile, the capitalization of the other two giants, BID and VCB, both decreased by 9% in the past month.
REAL ESTATE
NVL
76,000
1D 0.00%
5D 0.80%
Buy Vol. 4,570,500
Sell Vol. 4,248,200
KDH
52,100
1D -3.16%
5D -3.70%
Buy Vol. 2,231,200
Sell Vol. 2,546,400
PDR
87,100
1D -2.68%
5D 3.08%
Buy Vol. 3,688,700
Sell Vol. 4,199,900
PDR: The pre-tax profit plan in 2022 is expected to be based on 4 key projects: Nhon Hoi tourist urban area, Subdivision 9 high-rise project, Astral City project, Serenity Phuoc Hai project.
OIL & GAS
GAS
120,700
1D -3.13%
5D 2.55%
Buy Vol. 2,030,300
Sell Vol. 2,930,800
POW
17,200
1D 0.88%
5D -1.43%
Buy Vol. 35,560,900
Sell Vol. 38,772,900
PLX
61,300
1D -3.16%
5D 0.00%
Buy Vol. 4,860,300
Sell Vol. 5,515,200
Gas prices in the UK are 539.5 UK cents/therm, up 17.2% from last week's session and all-time high. Gas prices in the UK and Europe are both up more than 300% year to date.
VINGROUP
VIC
77,900
1D -0.76%
5D -1.64%
Buy Vol. 6,763,500
Sell Vol. 7,069,700
VHM
74,600
1D -2.10%
5D -4.36%
Buy Vol. 11,419,400
Sell Vol. 9,047,300
VRE
32,500
1D -1.22%
5D -2.99%
Buy Vol. 7,418,200
Sell Vol. 8,454,700
VHM: In 2021, thanks to highly effective business activities, VHM reported a net profit of more than 39 trillion dong, the highest since listing.
FOOD & BEVERAGE
VNM
76,100
1D -0.91%
5D -3.91%
Buy Vol. 4,002,800
Sell Vol. 3,823,500
MSN
158,800
1D 0.38%
5D 1.47%
Buy Vol. 955,100
Sell Vol. 1,164,700
SAB
155,600
1D 0.65%
5D -6.55%
Buy Vol. 234,300
Sell Vol. 180,600
VNM: In 2021, VNM's gross profit margin will also decrease to more than 43% from 46.4%, mainly due to the increase in cost of finished products, goods and promotional costs.
OTHERS
BVH
137,000
1D 2.09%
5D -2.77%
Buy Vol. 1,107,300
Sell Vol. 939,800
VJC
137,000
1D 2.09%
5D -2.77%
Buy Vol. 1,107,300
Sell Vol. 939,800
FPT
94,800
1D 1.07%
5D 1.50%
Buy Vol. 3,505,300
Sell Vol. 4,238,900
MWG
134,200
1D 0.00%
5D -1.32%
Buy Vol. 2,850,500
Sell Vol. 3,335,500
PNJ
106,000
1D -1.85%
5D 1.52%
Buy Vol. 2,187,600
Sell Vol. 4,096,200
GVR
36,300
1D -1.22%
5D 1.68%
Buy Vol. 5,847,200
Sell Vol. 8,697,300
SSI
47,000
1D 0.43%
5D 2.17%
Buy Vol. 39,407,100
Sell Vol. 46,092,700
HPG
49,450
1D -3.23%
5D 5.44%
Buy Vol. 64,208,200
Sell Vol. 70,816,800
PNJ: According to PNJ's consolidated report, by the end of 2021, the company has an inventory of VND 8,686 billion, an increase of more than VND 2,100 billion compared to the previous year. In which, finished products reached VND 5,187 billion, goods reached VND 2,682 billion.
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
Pinetree Securities Corporation
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