Market brief 30/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,490.51

1D -0.48%

YTD -0.52%

VN30

1,500.23

1D -0.02%

YTD -2.31%

HNX

451.19

1D -2.18%

YTD -4.81%

UPCOM

116.88

1D -0.42%

YTD 3.73%

Net Foreign buy (B)

101.12

1D 0.00%

YTD 0.00%

Total trading value (B)

35,367.26

1D 20.84%

YTD 13.82%

Foreign investors continued to be net buyers of 101 billion dong in session 30/3. DGC was still bought the most by foreign investors on HoSE with 180 billion dong. Fund certificates FUEVFVND net bought 75 billion dong. DXG and HDB were net bought at 65 billion dong and 63 billion dong respectively. On the other side, VHM was sold the most on this floor with 51 billion dong, VIC was also net sold 46 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,150

1D 0.04%

YTD -2.63%

FUEMAV30

17,600

1D 0.00%

YTD -2.71%

FUESSV30

18,300

1D 2.75%

YTD -3.68%

FUESSV50

22,000

1D 0.00%

YTD -3.93%

FUESSVFL

21,860

1D -2.15%

YTD -2.76%

FUEVFVND

29,600

1D 0.27%

YTD 5.53%

FUEVN100

19,830

1D 0.15%

YTD -7.68%

VN30F2209

1,487

1D -0.13%

YTD 0.00%

VN30F2206

1,488

1D -0.08%

YTD 0.00%

VN30F2205

1,489

1D -0.19%

YTD 0.00%

VN30F2204

1,490

1D -0.24%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,027.25

1D -0.02%

YTD -2.66%

Shanghai

3,266.60

1D 1.96%

YTD -10.25%

Kospi

2,746.74

1D 0.21%

YTD -7.75%

Hang Seng

22,232.03

1D 0.17%

YTD -4.98%

STI (Singapore)

3,442.61

1D 0.25%

YTD 10.21%

SET (Thái Lan)

1,698.40

1D 0.51%

YTD 2.46%

Crude oil ($/barrel)

106.69

1D 1.77%

YTD 39.46%

Gold ($/ounce)

1,922.30

1D 0.14%

YTD 5.57%

Asian stocks mixed, investors waited for developments related to Ukraine. In Japan, the Nikkei 225 fell 0.02%. The Chinese market rose with Shanghai Composite up 1.96%, Shenzhen Component up 3.1%. Hong Kong's Hang Seng rose 0.17%. South Korea's Kospi index rose 0.21%.

VIETNAM ECONOMY

Vnibor

2.03%

1D (bps) -5

YTD (bps) 122

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.92%

1D (bps) 1

YTD (bps) 91

10 year-Gov. Bond

2.44%

1D (bps) 1

YTD (bps) 44

USD/VND

23,075

1D (%) -0.04%

YTD (%) 0.59%

EUR/VND

25,898

1D (%) 0.77%

YTD (%) -2.15%

CNY/VND

3,668

1D (%) 0.22%

YTD (%) 0.27%

According to data from the GSO, the total registered FDI capital into Vietnam from the beginning of the year to March 20 reached 8.91b USD, down more than 12% over the same period last year. This is the second consecutive month that Vietnam recorded a decrease in total newly registered FDI capital. Among them, the number of newly registered projects reached USD 3.21b, up nearly 38% in number of projects but decreased by nearly 56% in capital compared to YoY.

SELECTED NEWS

VN30

BANK

VCB

82,000

1D 0.12%

5D -3.42%

Buy Vol. 1,713,700

Sell Vol. 1,300,500

BID

43,550

1D 2.71%

5D 0.35%

Buy Vol. 5,681,000

Sell Vol. 6,725,600

CTG

32,050

1D 0.16%

5D -2.44%

Buy Vol. 8,801,900

Sell Vol. 9,250,500

TCB

49,150

1D 0.51%

5D -0.91%

Buy Vol. 8,435,400

Sell Vol. 10,689,900

VPB

36,800

1D 1.10%

5D 0.41%

Buy Vol. 26,462,200

Sell Vol. 30,977,700

MBB

32,650

1D 2.03%

5D 1.56%

Buy Vol. 46,003,600

Sell Vol. 50,196,900

HDB

28,300

1D 2.72%

5D 1.07%

Buy Vol. 10,221,500

Sell Vol. 10,466,700

TPB

40,000

1D -0.74%

5D -0.12%

Buy Vol. 8,187,800

Sell Vol. 11,355,600

STB

32,250

1D -0.15%

5D -5.15%

Buy Vol. 32,687,800

Sell Vol. 26,084,900

ACB

32,600

1D 0.77%

5D -1.81%

Buy Vol. 7,168,700

Sell Vol. 8,296,100

Data from the VSD shows that there are currently about 16 banks with foreign ownership ratio above 15%. In which, 7 banks have closed or nearly closed the rate of foreign ownership: ACB, MBB, MSB, VIB, OCB, Techcombank, TPBank. The common point of these banks is that they have a high profit growth rate and have the leading profitability in the system. In addition, some banks also maintain foreign ownership ratios lower than the prescribed maximum to create room for capital mobilization such as VIB (20.5%), OCB (22%), Techcombank (22). ,47%), MB (23.23%).

REAL ESTATE

NVL

80,000

1D -3.03%

5D -4.53%

Buy Vol. 8,682,100

Sell Vol. 8,117,700

KDH

52,600

1D -1.50%

5D -0.75%

Buy Vol. 1,715,000

Sell Vol. 1,972,800

PDR

90,700

1D -1.41%

5D 0.44%

Buy Vol. 3,573,600

Sell Vol. 4,125,900

NVL: Novaland plans a profit of 6,500 billion dong in 2022, with a 35% share bonus. In addition, Novaland also plans to issue an ESOP of up to 1.5% of outstanding shares.

OIL & GAS

GAS

110,100

1D -1.61%

5D -1.96%

Buy Vol. 1,097,500

Sell Vol. 976,300

POW

15,950

1D -1.85%

5D -5.62%

Buy Vol. 18,704,700

Sell Vol. 21,773,600

PLX

55,000

1D -2.48%

5D -1.79%

Buy Vol. 3,256,000

Sell Vol. 4,184,300

The environmental protection tax on gasoline has officially been reduced by 2,000 VND/liter from April 1, but the gasoline price is calculated to be lower than this level.

VINGROUP

VIC

81,100

1D 0.37%

5D -0.37%

Buy Vol. 4,488,500

Sell Vol. 7,612,000

VHM

75,800

1D -0.92%

5D -1.81%

Buy Vol. 6,464,700

Sell Vol. 6,711,300

VRE

32,500

1D -0.15%

5D -1.07%

Buy Vol. 5,316,300

Sell Vol. 6,890,200

VIC: VinFast and North Carolina state signed a memorandum of understanding on the construction of a factory with an investment of 2 billion USD in phase 1, announced on March 29.

FOOD & BEVERAGE

VNM

76,200

1D 0.93%

5D 0.13%

Buy Vol. 5,507,400

Sell Vol. 6,107,500

MSN

144,000

1D 0.00%

5D -2.04%

Buy Vol. 1,249,700

Sell Vol. 1,051,600

SAB

157,900

1D -0.06%

5D 0.25%

Buy Vol. 201,300

Sell Vol. 237,500

VNM: SCIC has just registered to buy 200,000 VNM shares. VNM stock is down 11% since the beginning of 2022 and is 30% below its 3-year peak reached in mid-January 2021.

OTHERS

BVH

140,500

1D -1.68%

5D -0.35%

Buy Vol. 986,800

Sell Vol. 933,100

VJC

140,500

1D -1.68%

5D -0.35%

Buy Vol. 986,800

Sell Vol. 933,100

FPT

106,000

1D 1.05%

5D 9.84%

Buy Vol. 5,099,800

Sell Vol. 5,942,000

MWG

144,400

1D -1.43%

5D 6.96%

Buy Vol. 3,197,700

Sell Vol. 3,124,100

PNJ

108,300

1D -1.99%

5D 3.04%

Buy Vol. 1,666,200

Sell Vol. 2,533,900

GVR

33,850

1D -1.88%

5D -4.38%

Buy Vol. 3,063,200

Sell Vol. 3,061,300

SSI

42,300

1D -0.82%

5D -4.30%

Buy Vol. 12,495,500

Sell Vol. 12,414,000

HPG

45,500

1D -0.76%

5D -2.78%

Buy Vol. 27,756,600

Sell Vol. 27,707,900

FPT: In just 2 trading weeks in the second half of March, FPT has increased by more than 15%, thereby pushing the market capitalization to approximately 100,000 billion dong, nearly 60% higher than a year ago. The growth rate outperformed the VN-Index.