Market brief 31/03/2022

VIETNAM STOCK MARKET

VN-INDEX

1,492.15

1D 0.11%

YTD -0.41%

VN30

1,508.53

1D 0.55%

YTD -1.77%

HNX

449.62

1D -0.35%

YTD -5.14%

UPCOM

117.04

1D 0.14%

YTD 3.87%

Net Foreign buy (B)

334.24

1D 0.00%

YTD 0.00%

Total trading value (B)

29,176.52

1D -17.50%

YTD -6.10%

Foreign investors boosted their net buying of 334 billion dong on March 31. VNM topped the list of foreign investors' net buying on HoSE with 218 billion dong. DGC is behind with a net buying value of 182 billion dong. Meanwhile, VHM was sold the most on this floor with 156 billion dong. MSN and PDR were net sold 39 billion dong and 31 billion dong respectively.

ETF & DERIVATIVES

E1VFVN30

25,300

1D 0.60%

YTD -2.05%

FUEMAV30

17,750

1D 0.85%

YTD -1.88%

FUESSV30

18,700

1D 5.00%

YTD -1.58%

FUESSV50

22,000

1D 0.00%

YTD -3.93%

FUESSVFL

22,010

1D 0.69%

YTD -2.09%

FUEVFVND

30,080

1D 1.62%

YTD 7.24%

FUEVN100

19,970

1D 0.71%

YTD -7.03%

VN30F2209

1,491

1D 0.30%

YTD 0.00%

VN30F2206

1,495

1D 0.46%

YTD 0.00%

VN30F2205

1,494

1D 0.38%

YTD 0.00%

VN30F2204

1,496

1D 0.42%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,821.43

1D -0.83%

YTD -3.37%

Shanghai

3,252.20

1D -0.44%

YTD -10.65%

Kospi

2,757.65

1D 0.40%

YTD -7.39%

Hang Seng

22,062.00

1D 0.02%

YTD -5.71%

STI (Singapore)

3,408.52

1D -0.99%

YTD 9.12%

SET (Thái Lan)

1,695.24

1D -0.19%

YTD 2.27%

Crude oil ($/barrel)

101.27

1D -1.66%

YTD 32.38%

Gold ($/ounce)

1,924.70

1D -0.17%

YTD 5.71%

China's manufacturing fell in March, Asian stocks mixed. In Japan, the Nikkei 225 fell 0.83%. The Chinese market fell with Shanghai Composite down 0.44%, Shenzhen Component down 1.187%. Hong Kong's Hang Seng rose 0.02%. China's manufacturing activity declined in March with the manufacturing purchasing managers' index (PMI) of 49.5 points, lower than February's 50.2 points. PMI above 50 points reflects openness. wide and vice versa.

VIETNAM ECONOMY

Vnibor

2.01%

1D (bps) -2

YTD (bps) 120

Deposit interest 12M

5.60%

5 year-Gov. Bond

1.92%

YTD (bps) 91

10 year-Gov. Bond

2.43%

1D (bps) -1

YTD (bps) 43

USD/VND

23,060

1D (%) 0.27%

YTD (%) 0.52%

EUR/VND

25,794

1D (%) -1.83%

YTD (%) -2.55%

CNY/VND

3,671

1D (%) 0.00%

YTD (%) 0.36%

The State Bank of Vietnam has recently requested strict control of credit in potentially risky areas. Some banks are also temporarily suspending disbursement with real estate loans, and at the same time focusing on directing credit to production and business areas.

SELECTED NEWS

VN30

BANK

VCB

82,100

1D 0.12%

5D -1.68%

Buy Vol. 1,028,500

Sell Vol. 867,000

BID

43,500

1D -0.11%

5D 0.93%

Buy Vol. 2,262,600

Sell Vol. 5,036,300

CTG

32,450

1D 1.25%

5D -0.31%

Buy Vol. 8,716,300

Sell Vol. 10,200,200

TCB

49,550

1D 0.81%

5D 0.51%

Buy Vol. 7,545,000

Sell Vol. 8,865,300

VPB

37,200

1D 1.09%

5D 2.34%

Buy Vol. 13,178,500

Sell Vol. 21,907,700

MBB

32,950

1D 0.92%

5D 2.81%

Buy Vol. 20,248,100

Sell Vol. 28,909,400

HDB

28,350

1D 0.18%

5D 0.89%

Buy Vol. 9,528,800

Sell Vol. 7,593,000

TPB

40,150

1D 0.38%

5D 0.12%

Buy Vol. 3,614,200

Sell Vol. 6,429,200

STB

31,700

1D -1.71%

5D -5.79%

Buy Vol. 17,440,000

Sell Vol. 17,198,000

ACB

33,050

1D 1.38%

5D 0.46%

Buy Vol. 10,010,200

Sell Vol. 9,048,000

MBB: In 2022, the bank aims to increase pre-tax profit by 23%. Total assets increased by 15%, credit outstanding increased by 16% and adjusted according to the allowable limit of the State Bank. The bank will also control the bad debt ratio below 1.5%. Besides, the bank expects charter capital to increase by 19.4%.

REAL ESTATE

NVL

80,100

1D 0.13%

5D -3.26%

Buy Vol. 4,611,500

Sell Vol. 3,904,700

KDH

52,800

1D 0.38%

5D -0.56%

Buy Vol. 1,486,700

Sell Vol. 1,305,300

PDR

89,500

1D -1.32%

5D -4.69%

Buy Vol. 3,480,800

Sell Vol. 3,760,200

PDR: mobilized 300 billion dong of bonds for real estate projects. The bond's term is 2 years from the date of issue, with an interest rate of 11.2%/year at a selling price of VND 100 million/bond.

OIL & GAS

GAS

108,300

1D -1.63%

5D -3.56%

Buy Vol. 758,800

Sell Vol. 710,400

POW

15,850

1D -0.63%

5D -5.65%

Buy Vol. 12,113,700

Sell Vol. 16,180,800

PLX

55,200

1D 0.36%

5D -1.43%

Buy Vol. 3,464,700

Sell Vol. 3,139,500

Concerned about tight supply, oil prices increased by 3%. Closing session 30/3, Brent oil futures price increased by 3.22 USD, to 113.45 USD/barrel.

VINGROUP

VIC

81,200

1D 0.12%

5D 0.25%

Buy Vol. 2,689,300

Sell Vol. 3,876,200

VHM

75,800

1D 0.00%

5D 0.13%

Buy Vol. 5,273,800

Sell Vol. 5,842,200

VRE

33,450

1D 2.92%

5D 1.98%

Buy Vol. 8,069,100

Sell Vol. 11,844,300

VIC: After transfer of shares in One Mount Group, Vingroup also established of Genestory Joint Stock Company with charter capital of more than 102 billion VND, 99% contributed by Vingroup.

FOOD & BEVERAGE

VNM

80,900

1D 6.17%

5D 7.01%

Buy Vol. 14,263,100

Sell Vol. 15,143,400

MSN

142,200

1D -1.25%

5D -3.00%

Buy Vol. 1,157,600

Sell Vol. 1,076,300

SAB

159,000

1D 0.70%

5D 0.76%

Buy Vol. 311,000

Sell Vol. 340,400

VNM: Vinamilk CEO assessed that the dairy industry will continue to face difficulties in 2022 due to the high price of raw materials, mainly agricultural products and food.

OTHERS

BVH

140,500

1D 0.00%

5D -2.43%

Buy Vol. 779,000

Sell Vol. 767,700

VJC

140,500

1D 0.00%

5D -2.43%

Buy Vol. 779,000

Sell Vol. 767,700

FPT

107,000

1D 0.94%

5D 11.46%

Buy Vol. 6,449,400

Sell Vol. 6,258,300

MWG

145,800

1D 0.97%

5D 8.81%

Buy Vol. 3,428,600

Sell Vol. 3,734,600

PNJ

110,500

1D 2.03%

5D 3.27%

Buy Vol. 1,128,300

Sell Vol. 1,467,100

GVR

34,000

1D 0.44%

5D -2.58%

Buy Vol. 3,363,000

Sell Vol. 2,806,000

SSI

42,000

1D -0.71%

5D -4.11%

Buy Vol. 6,570,700

Sell Vol. 8,538,900

HPG

45,100

1D -0.88%

5D -2.80%

Buy Vol. 30,105,000

Sell Vol. 32,001,700

HPG: For more than a year now, Hoa Phat has proposed many projects in localities such as Thua Thien Hue, Khanh Hoa, Hai Duong in areas such as building a modern urban area in Hue; planning zoning along both banks of the Cai River and developing projects in Nha Trang City, building a city combined with an industrial park in Ninh Hoa in Ninh Xuan, Ninh Sim and Ninh Tay communes; 385 ha golf course in Hai Duong, etc.