Market brief 25/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,498.50

1D 0.02%

YTD 0.01%

VN30

1,498.36

1D 0.06%

YTD -2.43%

HNX

461.75

1D -0.23%

YTD -2.58%

UPCOM

117.00

1D -0.23%

YTD 3.83%

Net Foreign buy (B)

-48.27

1D 0.00%

YTD 0.00%

Total trading value (B)

30,244.76

1D -0.71%

YTD -2.66%

Textile and retail stocks raced to break out, VN-Index gained slightly. Market liquidity decreased slightly compared to the previous session. The total matched value reached 27,759 billion dong, down 2.4%, of which, the matched value on HoSE alone decreased 4% to 22,665 billion dong. Foreign investors net sold slightly more than 48 billion dong on HoSE.

ETF & DERIVATIVES

E1VFVN30

25,180

1D 0.12%

YTD -2.52%

FUEMAV30

17,600

1D 0.11%

YTD -2.71%

FUESSV30

18,460

1D 3.65%

YTD -2.84%

FUESSV50

22,100

1D -0.50%

YTD -3.49%

FUESSVFL

21,810

1D -1.31%

YTD -2.98%

FUEVFVND

29,000

1D 1.22%

YTD 3.39%

FUEVN100

19,900

1D 0.00%

YTD -7.36%

VN30F2209

1,491

1D 0.36%

YTD 0.00%

VN30F2206

1,489

1D -0.06%

YTD 0.00%

VN30F2203

1,472

1D 0.00%

YTD 0.00%

VN30F2202

1,540

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,149.84

1D 0.10%

YTD -2.23%

Shanghai

3,212.24

1D -1.17%

YTD -11.75%

Kospi

2,729.98

1D 0.01%

YTD -8.32%

Hang Seng

21,404.88

1D -2.10%

YTD -8.52%

STI (Singapore)

3,413.69

1D 0.41%

YTD 9.28%

SET (Thái Lan)

1,676.80

1D -0.24%

YTD 1.16%

Crude oil ($/barrel)

111.17

1D -0.91%

YTD 45.32%

Gold ($/ounce)

1,954.35

1D -0.41%

YTD 7.33%

Asian stocks, oil prices mixed. In Japan, the Nikkei 225 gained 0.1%. The data shows that the core consumer price index in March in Japan is the highest in two years, according to Reuters. The Chinese market fell with Shanghai Composite up 1.17%, Shenzhen Component down 1.89%. Hong Kong's Hang Seng fell 2.1%. South Korea's Kospi index rose 0.012%.

VIETNAM ECONOMY

Vnibor

2.18%

1D (bps) -1

YTD (bps) 137

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.88%

1D (bps) 1

YTD (bps) 87

10 year-Gov. Bond

2.38%

1D (bps) -3

YTD (bps) 38

USD/VND

23,085

1D (%) 0.33%

YTD (%) 0.63%

EUR/VND

25,601

1D (%) -1.35%

YTD (%) -3.28%

CNY/VND

3,664

1D (%) 0.00%

YTD (%) 0.16%

By 2030, Vietnam will be a country with modern industry, belonging to the group of countries with high industrial competitiveness, supporting industries to meet 70% of domestic demand. Along with that, the Ministry of Industry and Trade also set a target, having at least 20 products with competitive advantages to build brands in the international arena and improve their position in the global value chain; the localization rate of industries reached over 45%.

SELECTED NEWS

VN30

BANK

VCB

82,500

1D -1.20%

5D -2.02%

Buy Vol. 2,255,700

Sell Vol. 1,685,200

BID

43,450

1D 0.81%

5D -1.03%

Buy Vol. 3,631,100

Sell Vol. 3,650,000

CTG

32,200

1D -1.08%

5D -1.83%

Buy Vol. 9,617,600

Sell Vol. 9,673,500

TCB

49,250

1D -0.10%

5D 0.10%

Buy Vol. 5,740,700

Sell Vol. 6,382,800

VPB

36,750

1D 1.10%

5D 1.38%

Buy Vol. 16,419,400

Sell Vol. 15,153,100

MBB

31,800

1D -0.78%

5D -0.93%

Buy Vol. 12,049,400

Sell Vol. 15,209,000

HDB

27,950

1D -0.53%

5D 1.27%

Buy Vol. 3,929,500

Sell Vol. 5,407,700

TPB

39,900

1D -0.50%

5D 1.01%

Buy Vol. 3,174,800

Sell Vol. 4,432,500

STB

33,650

1D 0.00%

5D 1.66%

Buy Vol. 25,426,900

Sell Vol. 24,144,400

ACB

32,700

1D -0.61%

5D -0.30%

Buy Vol. 5,426,000

Sell Vol. 6,127,300

One of the tasks given by the State Bank in the latest action plan is to increase charter capital from after-tax profits, after setting aside funds for the period 2021-2023 for three state-owned joint stock commercial banks, namely Vietcombank, VietinBank, and BIDV and from the state budget for Agribank.

REAL ESTATE

NVL

83,600

1D 0.97%

5D 8.43%

Buy Vol. 8,348,000

Sell Vol. 7,397,500

KDH

53,300

1D 0.38%

5D 4.51%

Buy Vol. 2,248,800

Sell Vol. 2,216,200

PDR

94,200

1D 0.32%

5D 10.82%

Buy Vol. 4,391,100

Sell Vol. 5,421,700

PDR: ACA decided to invest USD 30 million in PDR through an unsecured loan with the right to convert into common shares.

OIL & GAS

GAS

110,700

1D -1.42%

5D 1.65%

Buy Vol. 1,124,100

Sell Vol. 830,400

POW

16,600

1D -1.19%

5D 3.11%

Buy Vol. 19,251,800

Sell Vol. 22,522,900

PLX

56,000

1D 0.00%

5D 0.18%

Buy Vol. 2,787,000

Sell Vol. 2,962,600

GAS: GAS lowered its after-tax profit target by 20% in 2022, to VND 7,039 billion and revenue was flat, more than VND 80,000 billion.

VINGROUP

VIC

81,000

1D 0.00%

5D 2.79%

Buy Vol. 3,193,400

Sell Vol. 4,464,600

VHM

75,900

1D 0.26%

5D 1.74%

Buy Vol. 4,429,500

Sell Vol. 4,706,900

VRE

32,700

1D -0.30%

5D -0.91%

Buy Vol. 3,277,800

Sell Vol. 5,391,100

VHM: proposed to finance detailed planning in the western area of Zone 2 - Central urban area of Vung Ang Economic Zone, Ky Trinh ward, Ky Anh town with a scale of more than 80 hectares.

FOOD & BEVERAGE

VNM

75,200

1D -0.53%

5D -1.05%

Buy Vol. 5,531,000

Sell Vol. 4,289,800

MSN

146,400

1D -0.14%

5D 7.10%

Buy Vol. 991,500

Sell Vol. 1,034,600

SAB

157,500

1D -0.19%

5D 3.96%

Buy Vol. 215,000

Sell Vol. 236,500

VNM: The dominant position in market share turned out to be an obstacle to Vinamilk's growth, not to mention the pressure of being chased from behind by competitors.

OTHERS

BVH

143,000

1D -0.69%

5D -3.51%

Buy Vol. 964,300

Sell Vol. 1,112,100

VJC

143,000

1D -0.69%

5D -3.51%

Buy Vol. 964,300

Sell Vol. 1,112,100

FPT

95,700

1D -0.31%

5D 0.63%

Buy Vol. 1,971,000

Sell Vol. 2,642,100

MWG

138,900

1D 3.66%

5D 5.55%

Buy Vol. 6,028,900

Sell Vol. 6,148,600

PNJ

108,200

1D 1.12%

5D 4.54%

Buy Vol. 1,188,500

Sell Vol. 1,671,300

GVR

34,700

1D -0.57%

5D 2.06%

Buy Vol. 2,648,600

Sell Vol. 2,604,400

SSI

43,450

1D -0.80%

5D -0.80%

Buy Vol. 12,861,200

Sell Vol. 12,604,600

HPG

46,400

1D 0.00%

5D -0.22%

Buy Vol. 26,096,100

Sell Vol. 27,856,300

MWG: set a target of net revenue of 2022 of VND 140,000 billion and profit after tax of VND 6,350 billion, up 14% and 30% respectively compared to the previous year. This is the highest goal ever of MWG.