Market brief 11/05/2022
VIETNAM STOCK MARKET
VN-INDEX
1,301.53
1D 0.62%
YTD -13.13%
VN30
1,349.82
1D 0.32%
YTD -12.10%
HNX
333.04
1D 0.92%
YTD -29.74%
UPCOM
98.79
1D -0.27%
YTD -12.33%
Net Foreign buy (B)
-91.62
1D 0.00%
YTD 0.00%
Total trading value (B)
13,033.88
1D -34.69%
YTD -58.05%
Real estate stocks broke out, VN-Index increased by nearly 8 points. Market liquidity dropped sharply compared to the previous session. The total matched value reached 11,495 billion dong, down 35% compared to the previous session, of which, the matched value on HoSE alone decreased by 36% to 10,294 billion dong. Foreign investors net sold again 91 billion dong on HoSE in this session.
ETF & DERIVATIVES
E1VFVN30
22,800
1D -0.87%
YTD -11.73%
FUEMAV30
15,930
1D 1.21%
YTD -11.94%
FUESSV30
16,950
1D -4.83%
YTD -10.79%
FUESSV50
19,300
1D -0.52%
YTD -15.72%
FUESSVFL
19,000
1D 2.70%
YTD -15.48%
FUEVFVND
27,650
1D 3.91%
YTD -1.43%
FUEVN100
18,330
1D 0.33%
YTD -14.66%
VN30F2212
1,338
1D 0.37%
YTD 0.00%
VN30F2209
1,337
1D -0.10%
YTD 0.00%
VN30F2206
1,339
1D 0.55%
YTD 0.00%
VN30F2205
1,337
1D 0.15%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,213.64
1D 0.13%
YTD -8.95%
Shanghai
3,058.70
1D 0.75%
YTD -15.96%
Kospi
2,592.27
1D -0.17%
YTD -12.94%
Hang Seng
19,824.57
1D 0.94%
YTD -15.27%
STI (Singapore)
3,226.07
1D -0.25%
YTD 3.28%
SET (Thái Lan)
1,613.34
1D -0.58%
YTD -2.67%
Crude oil ($/barrel)
103.36
1D 2.57%
YTD 35.11%
Gold ($/ounce)
1,852.97
1D 0.96%
YTD 1.77%
Asian stocks mixed, inflation in China and the US was the focus. In Japan, the Nikkei 225 index rose 0.13%. The Shanghai Composite Index rose 0.75%. South Korea's Kospi index fell 0.17%.
VIETNAM ECONOMY
Vnibor
1.91%
1D (bps) 13
YTD (bps) 110
Deposit interest 12M
5.60%
5 year-Gov. Bond
2.46%
1D (bps) 4
YTD (bps) 145
10 year-Gov. Bond
3.04%
1D (bps) 8
YTD (bps) 104
USD/VND
23,270
1D (%) 0.79%
YTD (%) 1.44%
EUR/VND
24,772
1D (%) -0.49%
YTD (%) -6.41%
CNY/VND
3,499
1D (%) 0.46%
YTD (%) -4.35%
Vietnam's seafood export value in April was estimated at 1.05 billion USD, bringing the export value of seafood in the first 4 months of this year to 3.57 billion USD, up 43.7% over the same period last year 2021. The US, Japan and China are the top 3 seafood import markets of Vietnam. Among them, the market with the strongest increase in value is China.
EVENT CALENDAR
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Ex-right date Sun, 11/24/24
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SELECTED NEWS
- Revealing Vietnam's billion-dollar imported goods group
- More than 783 trillion of the bank is in real estate projects
- Seafood exports increased by nearly 44%
- EU hopes to reach agreement on oil embargo from Russia
- The Fed insists it will quickly raise interest rates to cool down inflation
- Southeast Asia needs to be ready to face rising inflation
VN30
BANK
VCB
80,000
1D 0.00%
5D 0.13%
Buy Vol. 1,297,400
Sell Vol. 1,618,800
BID
36,100
1D 0.84%
5D -3.09%
Buy Vol. 1,691,200
Sell Vol. 1,691,900
CTG
26,700
1D 5.95%
5D -1.11%
Buy Vol. 10,907,000
Sell Vol. 9,425,000
TCB
39,000
1D 0.78%
5D -7.14%
Buy Vol. 6,183,100
Sell Vol. 6,923,700
VPB
33,400
1D 0.30%
5D -6.70%
Buy Vol. 11,427,600
Sell Vol. 14,079,900
MBB
27,500
1D 1.66%
5D -4.84%
Buy Vol. 10,351,100
Sell Vol. 9,145,100
HDB
24,250
1D 0.83%
5D -2.22%
Buy Vol. 2,369,300
Sell Vol. 2,840,500
TPB
33,450
1D 0.45%
5D 4.53%
Buy Vol. 5,116,100
Sell Vol. 5,127,800
STB
23,550
1D -1.46%
5D -11.96%
Buy Vol. 19,124,200
Sell Vol. 22,268,200
ACB
31,600
1D 2.60%
5D -0.47%
Buy Vol. 3,596,800
Sell Vol. 3,605,900
At TPBank, the total bad debt as of the end of March 2022 increased by 48.1%, to 1,714 billion dong. In which, group 3 debt increased by 80% to 629 billion; Group 5 debt increased by 50% to 447 billion. However, TPBank still maintains a relatively low bad debt ratio, only 1.14%. Vietcombank also witnessed a sharp increase in the number of bad debts in the past period, with an increase of 36.8%, to VND 8,372 billion. This is also the bank with the highest increase in bad debt, in absolute terms (VND 2,251 billion). However, like TPBank, Vietcombank's bad debt ratio is still low at 0.81%.
REAL ESTATE
NVL
78,700
1D -0.38%
5D -2.24%
Buy Vol. 3,146,900
Sell Vol. 4,441,400
KDH
43,600
1D 0.46%
5D -6.24%
Buy Vol. 2,096,300
Sell Vol. 2,015,500
PDR
60,700
1D -1.94%
5D -1.30%
Buy Vol. 2,243,500
Sell Vol. 2,616,300
As of March 31, 2022, credit balance for investment projects to build urban areas and housing development projects reached VND188,105b, 24% of the total credit for real estate business.
OIL & GAS
GAS
108,900
1D 0.83%
5D 0.83%
Buy Vol. 640,500
Sell Vol. 866,100
POW
13,200
1D -0.75%
5D -6.05%
Buy Vol. 15,804,600
Sell Vol. 17,281,500
PLX
41,500
1D -2.81%
5D -14.70%
Buy Vol. 2,103,800
Sell Vol. 1,940,000
POW: power output in April reached 1.4b kWh, 28% higher than the monthly plan; accumulated 5b kWh. In which, Nhon Trach 1 and 2, Hua Na, Dakdrinh all outperformed the monthly plan.
VINGROUP
VIC
80,500
1D 0.12%
5D 1.00%
Buy Vol. 2,977,600
Sell Vol. 3,547,000
VHM
70,500
1D 0.86%
5D 9.30%
Buy Vol. 4,897,500
Sell Vol. 6,068,000
VRE
28,900
1D 2.85%
5D -3.51%
Buy Vol. 7,431,000
Sell Vol. 6,553,500
VIC: Chairman Pham Nhat Vuong: 600,000 electric cars VinFast will export to the US by 2026, propose a series of incentives to invite chip manufacturers to open factories in Vietnam
FOOD & BEVERAGE
VNM
69,500
1D -1.56%
5D -4.14%
Buy Vol. 3,020,300
Sell Vol. 3,212,300
MSN
111,900
1D -3.62%
5D -1.06%
Buy Vol. 1,665,200
Sell Vol. 1,629,700
SAB
163,500
1D -0.85%
5D 0.00%
Buy Vol. 319,500
Sell Vol. 245,500
MSN: Q1/2022, EBITDA profit before interest and amortization (EBITDA) 164 billion dong, up 25% y/y in 2021. EBITDA margin improved from 1.8% to 2.2%.
OTHERS
BVH
126,500
1D -2.01%
5D -2.92%
Buy Vol. 695,900
Sell Vol. 734,200
VJC
126,500
1D -2.01%
5D -2.92%
Buy Vol. 695,900
Sell Vol. 734,200
FPT
101,900
1D 3.56%
5D -2.49%
Buy Vol. 2,866,100
Sell Vol. 2,855,300
MWG
141,000
1D 0.64%
5D -5.69%
Buy Vol. 2,068,800
Sell Vol. 1,663,400
PNJ
107,000
1D 3.88%
5D -1.20%
Buy Vol. 1,140,000
Sell Vol. 1,114,600
GVR
24,600
1D -0.61%
5D -12.30%
Buy Vol. 1,993,900
Sell Vol. 2,071,900
SSI
27,700
1D -0.72%
5D -13.44%
Buy Vol. 10,713,700
Sell Vol. 10,902,500
HPG
40,650
1D -1.09%
5D -3.21%
Buy Vol. 15,613,600
Sell Vol. 15,602,800
VJC: At the end of Q1.2022, VJC continued to achieve quarterly consolidated revenue of VND4,522b, profit after tax of VND244b, up 12% and 98% respectively over the same period in 2021. In the air transportation segment alone, in the first 3 months of 2022, Vietjet achieved a revenue of VND 3,340b, up 17% QoQ. Total transportation revenue accounted for 65% of total revenue in the first quarter, while the same period in the same period in 2021.
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
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