Market brief 04/05/2022
VIETNAM STOCK MARKET
VN-INDEX
1,348.68
1D -1.33%
YTD -9.98%
VN30
1,389.59
1D -1.96%
YTD -9.51%
HNX
360.97
1D -1.33%
YTD -23.84%
UPCOM
104.02
1D -0.28%
YTD -7.69%
Net Foreign buy (B)
-278.32
1D 0.00%
YTD 0.00%
Total trading value (B)
16,839.57
1D -21.60%
YTD -45.80%
Foreign investors net sold again 278 billion dong in session 4/5. Foreign investors net sold the most on KDH with 47 billion dong. After that, DGC and VHC were net sold at VND 30 billion and VND 22 billion, respectively. Meanwhile, NLG was bought the most with 46 billion dong. HPG and BCG were net bought 32 billion dong and 21 billion dong respectively.
ETF & DERIVATIVES
E1VFVN30
23,500
1D -1.92%
YTD -9.02%
FUEMAV30
16,330
1D -1.92%
YTD -9.73%
FUESSV30
17,770
1D -0.22%
YTD -6.47%
FUESSV50
20,500
1D -4.21%
YTD -10.48%
FUESSVFL
20,500
1D 3.54%
YTD -8.81%
FUEVFVND
28,600
1D -0.87%
YTD 1.96%
FUEVN100
19,210
1D 3.06%
YTD -10.57%
VN30F2212
1,391
1D -1.80%
YTD 0.00%
VN30F2209
1,384
1D -1.45%
YTD 0.00%
VN30F2206
1,385
1D -1.72%
YTD 0.00%
VN30F2205
1,383
1D -1.85%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,818.53
1D 0.00%
YTD -6.85%
Shanghai
3,047.06
1D 0.00%
YTD -16.28%
Kospi
2,677.57
1D -0.65%
YTD -10.08%
Hang Seng
20,869.52
1D -0.26%
YTD -10.81%
STI (Singapore)
3,349.27
1D -0.23%
YTD 7.22%
SET (Thái Lan)
1,652.29
1D -0.91%
YTD -0.32%
Crude oil ($/barrel)
106.13
1D 2.73%
YTD 38.73%
Gold ($/ounce)
1,866.92
1D 0.18%
YTD 2.53%
Asian stock markets fell, investors waited for the Fed's interest rate decision. Markets in Japan and mainland China were closed for a holiday. South Korea's Kospi index fell 0.65%. The Hang Seng Index fell 0.26%
VIETNAM ECONOMY
Vnibor
1.37%
YTD (bps) 56
Deposit interest 12M
5.60%
5 year-Gov. Bond
2.37%
1D (bps) 3
YTD (bps) 136
10 year-Gov. Bond
2.98%
1D (bps) 1
YTD (bps) 98
USD/VND
23,185
1D (%) 0.35%
YTD (%) 1.07%
EUR/VND
24,626
1D (%) -1.15%
YTD (%) -6.96%
CNY/VND
3,545
1D (%) 0.00%
YTD (%) -3.09%
In the first 4 months of the year, there were 5 groups of products with export value reaching over 1 billion USD, including coffee about 1.7 billion USD, rice about 1 billion USD, vegetables and fruits reaching 1.2 billion USD, shrimp 1, 3 billion USD, wood products reached nearly 5.5 billion USD.
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
No event for this day
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No event for this day
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No event for this day
SELECTED NEWS
- PMI in April reached nearly 52 points, production costs continued to increase rapidly
- Many banks continue to increase deposit interest rates from May
- Export of agricultural products skyrocketed, revealing a product group exceeding the USD 1 billion mark
- European Commission proposes to exclude 3 Russian banks from SWIFT
- EU plans to find alternative sources from Africa to replace Russian gas imports
- Yields on 10-year US Treasuries stay above 3%
VN30
BANK
VCB
79,900
1D -1.24%
5D -1.96%
Buy Vol. 1,364,100
Sell Vol. 1,811,000
BID
37,250
1D 0.00%
5D 0.13%
Buy Vol. 2,474,300
Sell Vol. 2,822,900
CTG
27,000
1D -2.70%
5D -4.59%
Buy Vol. 6,883,900
Sell Vol. 8,029,100
TCB
42,000
1D -4.55%
5D 0.96%
Buy Vol. 8,662,200
Sell Vol. 10,746,900
VPB
35,800
1D -2.45%
5D -0.42%
Buy Vol. 16,792,600
Sell Vol. 23,862,300
MBB
28,900
1D -3.02%
5D -2.69%
Buy Vol. 11,806,700
Sell Vol. 14,160,600
HDB
24,800
1D -1.98%
5D -0.80%
Buy Vol. 3,750,100
Sell Vol. 4,214,200
TPB
32,000
1D -4.76%
5D -8.05%
Buy Vol. 2,369,900
Sell Vol. 2,747,000
STB
26,750
1D -3.43%
5D -5.14%
Buy Vol. 14,077,100
Sell Vol. 14,860,400
ACB
31,750
1D -2.91%
5D 2.75%
Buy Vol. 3,569,600
Sell Vol. 4,044,100
BID: Q1.2022 business results with net interest income increasing by 18.4% QoQ, reaching nearly VND12,826b. Profit from the foreign exchange business increased by more than 54%, with 584b dong, the investment securities business gained 1.6b dong, the same period last year lost nearly 331b dong. Net profit from the service segment decreased by more than 11%, bringing in 1,275b dong QoQ, the securities trading segment lost nearly 2b dong while in the same period last year, the bank reported a profit of more than 450b dong, the net profit from the trading segment Other business activities also decreased by more than 19%, earning 1,458b VND.
REAL ESTATE
NVL
80,500
1D -1.83%
5D -0.98%
Buy Vol. 3,876,700
Sell Vol. 4,579,000
KDH
46,500
1D -2.92%
5D -1.06%
Buy Vol. 691,500
Sell Vol. 778,600
PDR
61,500
1D -0.97%
5D -0.81%
Buy Vol. 3,012,200
Sell Vol. 3,227,500
NVL: consolidated financial results of the first quarter with more than 1,965 billion dong of total revenue and nearly 1,046 billion dong of profit after tax, up 49% over the same period.
OIL & GAS
GAS
108,000
1D 1.89%
5D -2.70%
Buy Vol. 1,008,800
Sell Vol. 1,098,100
POW
14,050
1D 6.84%
5D 8.49%
Buy Vol. 40,506,600
Sell Vol. 26,876,200
PLX
48,650
1D 1.35%
5D 0.72%
Buy Vol. 1,487,300
Sell Vol. 1,644,200
The Inter-Ministry of Industry said that the highest price of gasoline E5 RON 92 on May 4 was 27,460 VND per liter (an increase of 330 VND); RON 95 is 28,430 VND per liter (up 440 VND).
VINGROUP
VIC
79,700
1D -0.38%
5D 2.18%
Buy Vol. 2,338,300
Sell Vol. 3,664,300
VHM
64,500
1D -0.77%
5D -0.77%
Buy Vol. 3,985,900
Sell Vol. 4,611,600
VRE
29,950
1D -3.07%
5D -1.80%
Buy Vol. 3,779,300
Sell Vol. 4,722,300
VIC: plans to offer to the international market USD1.5b worth of bonds with the option to receive VinFast shares. The Group will issue the first phase with a scale of USD525m right in May.
FOOD & BEVERAGE
VNM
72,500
1D -2.29%
5D -3.33%
Buy Vol. 2,521,300
Sell Vol. 2,887,300
MSN
113,100
1D -2.50%
5D -4.96%
Buy Vol. 969,800
Sell Vol. 1,025,300
SAB
163,500
1D 0.86%
5D -3.25%
Buy Vol. 336,600
Sell Vol. 175,000
VNM: Q1.2022, consolidated net revenue maintained its upward momentum at 5.2% QoQ, reaching VND 13,878 billion and completing 21.3% of the year plan (VND 64,070 billion).
OTHERS
BVH
130,300
1D 0.31%
5D 1.01%
Buy Vol. 656,100
Sell Vol. 601,400
VJC
130,300
1D 0.31%
5D 1.01%
Buy Vol. 656,100
Sell Vol. 601,400
FPT
104,500
1D -0.48%
5D 1.46%
Buy Vol. 3,033,300
Sell Vol. 2,816,300
MWG
149,500
1D 0.20%
5D 1.56%
Buy Vol. 2,072,600
Sell Vol. 1,979,800
PNJ
108,300
1D 0.28%
5D 1.21%
Buy Vol. 761,200
Sell Vol. 1,079,600
GVR
28,050
1D -2.77%
5D -3.61%
Buy Vol. 2,385,200
Sell Vol. 2,556,000
SSI
32,000
1D -4.62%
5D -6.98%
Buy Vol. 11,323,700
Sell Vol. 11,993,700
HPG
42,000
1D -3.00%
5D -1.18%
Buy Vol. 21,098,000
Sell Vol. 25,127,600
HPG: consolidated financial statements of the first quarter with revenue increasing 41.3% to 44,058 billion dong. COGS increased more strongly so gross profit also increased by 23.5% to 10,108 billion dong. Gross profit margin decreased from 26.25% to 22.94%. Financial revenue decreased 14% to VND 769 billion, financial expenses increased 45% to VND 1,111 billion. Selling expenses increased by 39% and administrative expenses increased by 28%.
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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