Market brief 14/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,446.25

1D -1.38%

YTD -3.47%

VN30

1,461.10

1D -1.09%

YTD -4.86%

HNX

436.57

1D -1.27%

YTD -7.89%

UPCOM

115.05

1D -0.28%

YTD 2.10%

Net Foreign buy (B)

-707.39

1D 0.00%

YTD 0.00%

Total trading value (B)

33,565.29

1D -3.40%

YTD 8.02%

Session 14/03: Basic commodities and shipping stocks plunged, VN-Index dropped more than 20 points. Market liquidity decreased DoD. The total matched value reached 30,335b dong, down 9% DoD, of which, the matched value on HoSE decreased by 4.6% to 25,616b dong. Foreign investors still net sold more than 700b dong on HoSE.

ETF & DERIVATIVES

E1VFVN30

24,500

1D -1.96%

YTD -5.15%

FUEMAV30

17,210

1D -0.86%

YTD -4.86%

FUESSV30

18,600

1D 4.44%

YTD -2.11%

FUESSV50

21,600

1D -1.82%

YTD -5.68%

FUESSVFL

21,520

1D -2.18%

YTD -4.27%

FUEVFVND

27,450

1D -1.96%

YTD -2.14%

FUEVN100

19,950

1D 3.37%

YTD -7.12%

VN30F2209

1,460

1D -0.97%

YTD 0.00%

VN30F2206

1,458

1D -0.96%

YTD 0.00%

VN30F2203

1,463

1D -0.85%

YTD 0.00%

VN30F2202

1,540

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

25,307.85

1D -0.51%

YTD -12.10%

Shanghai

3,223.53

1D -2.61%

YTD -11.44%

Kospi

2,645.65

1D -0.59%

YTD -11.15%

Hang Seng

19,531.66

1D -2.89%

YTD -16.52%

STI (Singapore)

3,232.03

1D -0.54%

YTD 3.47%

SET (Thái Lan)

1,660.15

1D 0.13%

YTD 0.15%

Crude oil ($/barrel)

103.70

1D -2.14%

YTD 35.56%

Gold ($/ounce)

1,965.10

1D -0.63%

YTD 7.93%

Asian stocks fell, Hang Seng sometimes "evaporated" nearly 5%. In Japan, the Nikkei 225 fell 0.58%. The Chinese market fell with Shanghai Composite down 2.6%, Shenzhen Component down 3.083%. Hong Kong's Hang Seng fell 2.89%. South Korea's Kospi index fell 0.59%.

VIETNAM ECONOMY

Vnibor

2.11%

1D (bps) -4

YTD (bps) 130

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.68%

1D (bps) 1

YTD (bps) 67

10 year-Gov. Bond

2.30%

1D (bps) 4

YTD (bps) 30

USD/VND

23,115

1D (%) 0.39%

YTD (%) 0.76%

EUR/VND

25,556

1D (%) -0.69%

YTD (%) -3.45%

CNY/VND

3,669

1D (%) -0.19%

YTD (%) 0.30%

Figures just announced by the Ministry of Finance show that the total budget revenue in February reached 138,500 billion VND. The two-month budget accrual is about 323,800 billion dong, up nearly 11% over the same period and equaling approximately 23% of the estimate. The three main revenues, namely domestic revenue, revenue from crude oil and revenue from import and export, all increased over the same period in 2021, 7.6% respectively; 57.2% and 29.4%.

SELECTED NEWS

VN30

BANK

VCB

84,200

1D 0.48%

5D -0.82%

Buy Vol. 1,909,100

Sell Vol. 1,987,500

BID

41,300

1D -1.31%

5D -2.25%

Buy Vol. 2,040,500

Sell Vol. 3,199,600

CTG

31,900

1D -1.09%

5D -0.78%

Buy Vol. 8,518,900

Sell Vol. 9,562,300

TCB

48,500

1D -0.82%

5D -1.52%

Buy Vol. 8,926,600

Sell Vol. 8,681,700

VPB

36,000

1D -1.10%

5D -4.51%

Buy Vol. 21,203,600

Sell Vol. 21,630,900

MBB

31,650

1D 0.64%

5D -1.71%

Buy Vol. 26,972,300

Sell Vol. 28,089,300

HDB

27,100

1D -0.73%

5D -1.09%

Buy Vol. 4,166,300

Sell Vol. 4,938,300

TPB

39,200

1D 1.42%

5D 0.51%

Buy Vol. 3,665,300

Sell Vol. 4,898,700

STB

32,500

1D 1.40%

5D 3.17%

Buy Vol. 36,036,200

Sell Vol. 37,103,300

ACB

32,700

1D 0.00%

5D -1.65%

Buy Vol. 5,063,700

Sell Vol. 5,095,300

TCB: Techcombank has just issued a Resolution approving a credit of VND 1,500 billion to Nui Phao Mining and Mineral Processing Company Limited (NPM) and Tungsten Masan Company Limited (MTC). For Nui Phao Minerals is up to 1,500 billion VND and for Tungsten Masan is not more than 600 billion VND. Credit limit has a term of 12 months, including loan limit, guarantee limit, letter of credit limit, discount limit The collateral for the credit line is the stock of Masan High-Tech Materials JSC (UPCoM: MSR) owned by Masan Vision JSC (MH).

REAL ESTATE

NVL

76,500

1D -0.91%

5D 0.66%

Buy Vol. 6,197,900

Sell Vol. 6,316,300

KDH

50,200

1D -1.57%

5D -6.69%

Buy Vol. 1,714,600

Sell Vol. 1,894,200

PDR

87,500

1D -0.23%

5D -2.23%

Buy Vol. 3,504,400

Sell Vol. 3,548,100

PDR: The Board of Directors approved a foreign loan of USD 30 million to convert the principal balance into common shares for the lender when the company offered private shares.

OIL & GAS

GAS

106,000

1D -6.11%

5D -14.93%

Buy Vol. 2,191,400

Sell Vol. 2,186,900

POW

15,650

1D -3.10%

5D -8.21%

Buy Vol. 31,785,100

Sell Vol. 35,368,900

PLX

55,900

1D -3.62%

5D -11.69%

Buy Vol. 7,334,400

Sell Vol. 6,249,300

Environmental protection tax for gasoline will be reduced by 2,000VND/liter. The reduction for diesel, fuel oil, lubricant is 1,000VND/liter, grease is 1,000VND/kg.

VINGROUP

VIC

78,300

1D -0.89%

5D -0.25%

Buy Vol. 3,604,000

Sell Vol. 4,769,000

VHM

74,500

1D -0.67%

5D -2.23%

Buy Vol. 5,273,600

Sell Vol. 5,614,200

VRE

32,000

1D 0.47%

5D -2.74%

Buy Vol. 8,295,600

Sell Vol. 9,650,000

VIC: Vingroup proposes to invest in a megacity in Khanh Hoa. If the investment proposal is approved by the government, Vingroup is expected to start the project in June 2023.

FOOD & BEVERAGE

VNM

77,200

1D -1.03%

5D 0.52%

Buy Vol. 3,041,800

Sell Vol. 3,509,200

MSN

136,100

1D -4.49%

5D -13.97%

Buy Vol. 2,829,700

Sell Vol. 2,636,700

SAB

154,000

1D 0.00%

5D -0.39%

Buy Vol. 294,300

Sell Vol. 244,600

VNM: During the 2016-2019 period, Vinamilk spent about VND 2,000 billion/year on advertising, but this expenditure suddenly dropped sharply in the 2 Covid years.

OTHERS

BVH

145,000

1D 4.69%

5D 8.05%

Buy Vol. 2,232,800

Sell Vol. 1,847,100

VJC

145,000

1D 4.69%

5D 8.05%

Buy Vol. 2,232,800

Sell Vol. 1,847,100

FPT

91,800

1D -1.50%

5D -2.13%

Buy Vol. 3,135,800

Sell Vol. 4,045,000

MWG

131,700

1D -0.98%

5D -1.86%

Buy Vol. 1,884,900

Sell Vol. 2,189,400

PNJ

98,500

1D -5.74%

5D -8.80%

Buy Vol. 2,855,700

Sell Vol. 2,789,000

GVR

33,350

1D -3.33%

5D -9.25%

Buy Vol. 3,949,600

Sell Vol. 3,832,300

SSI

43,200

1D -4.00%

5D -7.69%

Buy Vol. 27,300,800

Sell Vol. 28,803,900

HPG

45,800

1D -3.78%

5D -10.37%

Buy Vol. 51,549,500

Sell Vol. 53,233,800

- MWG: Board resolution approving MWG's policy on overseas investment in Indonesia - HPG: Hoa Phat Dung Quat Steel Joint Stock Company has just sent an official letter to the People's Committee of Quang Ngai province about the investment in the project of a steel rolling mill. Accordingly, this project will scale about 12 hectares, in Binh Thuan commune, in Dung Quat economic zone.