Market brief 20/05/2022
VIETNAM STOCK MARKET
VN-INDEX
1,240.71
1D -0.07%
YTD -17.19%
VN30
1,282.51
1D -0.08%
YTD -16.49%
HNX
307.02
1D -0.32%
YTD -35.23%
UPCOM
94.11
1D -0.50%
YTD -16.48%
Net Foreign buy (B)
-418.24
1D 0.00%
YTD 0.00%
Total trading value (B)
14,926.45
1D -2.93%
YTD -51.96%
Large stocks diverged strongly, VN-Index struggled. Market liquidity decreased compared to the previous session. The total matched volume reached 13,640 billion dong, down 1%, of which, the matched value on HoSE alone decreased 0.88% to 11,526 billion dong. Foreign investors boosted their net selling of more than 418 billion dong on HoSE.
ETF & DERIVATIVES
E1VFVN30
21,680
1D 0.00%
YTD -16.07%
FUEMAV30
15,010
1D -0.79%
YTD -17.03%
FUESSV30
16,000
1D -10.16%
YTD -15.79%
FUESSV50
18,950
1D 4.12%
YTD -17.25%
FUESSVFL
17,470
1D -5.57%
YTD -22.29%
FUEVFVND
26,130
1D -4.98%
YTD -6.84%
FUEVN100
16,890
1D -0.12%
YTD -21.37%
VN30F2212
1,263
1D -0.65%
YTD 0.00%
VN30F2209
1,274
1D -0.01%
YTD 0.00%
VN30F2206
1,277
1D 0.18%
YTD 0.00%
VN30F2205
1,283
1D 0.00%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,739.03
1D 0.25%
YTD -7.13%
Shanghai
3,146.57
1D 1.60%
YTD -13.55%
Kospi
2,639.29
1D 1.81%
YTD -11.36%
Hang Seng
20,717.24
1D 0.85%
YTD -11.46%
STI (Singapore)
3,240.58
1D 1.56%
YTD 3.74%
SET (Thái Lan)
1,622.95
1D 1.06%
YTD -2.09%
Crude oil ($/barrel)
109.81
1D 0.14%
YTD 43.54%
Gold ($/ounce)
1,845.10
1D 0.40%
YTD 1.33%
China lowers key interest rate, Asian stocks rise. In mainland China, the Shanghai Composite Index rose 1.6 percent. The People's Bank of China (PBoC) decided to keep the one-year loan prime rate unchanged at 3.7% while reducing the five-year loan rate from 4.6% to 4.45%. . Hong Kong's Hang Seng Index rose 0.85%. In Japan, the Nikkei 225 index rose 0.25%. South Korea's Kospi index rose 1.81%.
VIETNAM ECONOMY
Vnibor
1.75%
YTD (bps) 94
Deposit interest 12M
5.60%
5 year-Gov. Bond
2.53%
1D (bps) 3
YTD (bps) 152
10 year-Gov. Bond
3.07%
1D (bps) 5
YTD (bps) 107
USD/VND
23,311
1D (%) 0.00%
YTD (%) 1.62%
EUR/VND
25,272
1D (%) 0.19%
YTD (%) -4.52%
CNY/VND
3,543
1D (%) 0.60%
YTD (%) -3.14%
According to preliminary statistics of the GDC, in April, Vietnam exported 555,769 tons of rice, equivalent to USD276m, up 5% in both volume and turnover. However, compared to the same period last year, exports decreased in both volume and turnover with a corresponding decrease of 28.9%, 35% and 8.5%. In April, rice exports to the main market Philippines increased strongly by 79% in both volume and value compared to March, with 243,398 tons, equivalent to USD111.1m.
EVENT CALENDAR
M
T
W
T
F
S
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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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SELECTED NEWS
- Banks continue to sharply increase deposit interest rates, reaching new highs
- China and the Philippines increase their purchases of Vietnamese rice
- The package of 4,500 billion VND of labor training is about to expire, only 17 billion VND has been disbursed
- China's central bank suddenly lowers 5-year lending rates
- G7 countries form alliance for global food security
- China negotiates to buy Russian oil to increase strategic reserves
VN30
BANK
VCB
75,300
1D -0.92%
5D 3.15%
Buy Vol. 1,238,900
Sell Vol. 1,458,200
BID
34,500
1D -0.43%
5D 8.49%
Buy Vol. 2,175,900
Sell Vol. 1,679,900
CTG
25,900
1D -0.77%
5D 8.37%
Buy Vol. 9,467,600
Sell Vol. 8,378,900
TCB
35,700
1D -0.28%
5D 5.62%
Buy Vol. 9,125,800
Sell Vol. 9,675,000
VPB
30,600
1D 0.49%
5D 5.52%
Buy Vol. 13,479,000
Sell Vol. 12,974,500
MBB
27,000
1D 0.93%
5D 12.03%
Buy Vol. 10,725,500
Sell Vol. 10,437,800
HDB
24,350
1D 0.21%
5D 9.68%
Buy Vol. 4,263,900
Sell Vol. 4,537,200
TPB
31,400
1D 0.80%
5D 4.67%
Buy Vol. 3,130,300
Sell Vol. 3,892,600
STB
21,600
1D -0.69%
5D 5.62%
Buy Vol. 29,204,100
Sell Vol. 27,913,800
ACB
29,050
1D 1.57%
5D 5.64%
Buy Vol. 3,414,000
Sell Vol. 4,275,400
According to aggregated data from 27 banks, in Q1/2022 the total net profit from buying and selling investment securities has decreased by nearly 38% QoQ to 1,923 billion dong. Accordingly, Military Bank (MB) rose to become the bank with the most profit from this segment with VND 1,024 billion, an increase of 52.4% compared to the first quarter of 2021, creating a big gap compared to other banks. VPBank, the leading bank in net profit from investment securities in 2021, recorded a decrease of 31% in net profit from this segment and is currently in fourth place in the rankings.
REAL ESTATE
NVL
77,800
1D -0.26%
5D 3.73%
Buy Vol. 3,646,900
Sell Vol. 3,492,900
KDH
41,400
1D -0.24%
5D 5.34%
Buy Vol. 1,454,300
Sell Vol. 1,586,900
PDR
53,800
1D -0.37%
5D 0.37%
Buy Vol. 2,879,000
Sell Vol. 2,897,700
PDR: having big problem when cash flow from operating activities is negative to 994b dong. To compensate, the enterprise increased its financial debt by VND1,400b at the end of Q1/2022.
OIL & GAS
GAS
104,500
1D -1.23%
5D 4.50%
Buy Vol. 1,191,900
Sell Vol. 890,300
POW
12,800
1D 0.00%
5D 11.79%
Buy Vol. 42,220,000
Sell Vol. 25,775,400
PLX
40,500
1D 0.00%
5D 8.43%
Buy Vol. 1,836,200
Sell Vol. 2,095,100
POW: GE announced that it will use two GE9HA02 gas turbines at Nhon Trach 3 & 4 Power Plants, with a production capacity of 1.6 GW of PetroVietnam Power Corporation.
VINGROUP
VIC
77,800
1D -0.13%
5D -0.26%
Buy Vol. 4,074,300
Sell Vol. 4,241,500
VHM
66,800
1D -0.30%
5D -1.76%
Buy Vol. 3,981,600
Sell Vol. 4,943,100
VRE
27,350
1D -0.18%
5D 8.10%
Buy Vol. 3,802,400
Sell Vol. 4,349,500
VHM: announced on June 1, the final registration to make a list of shareholders paying dividends in 2021 in cash, the rate of 20%.
FOOD & BEVERAGE
VNM
68,100
1D -1.30%
5D 3.03%
Buy Vol. 2,296,600
Sell Vol. 2,943,400
MSN
107,800
1D -2.36%
5D 11.25%
Buy Vol. 1,387,900
Sell Vol. 1,527,000
SAB
156,500
1D -3.93%
5D -3.81%
Buy Vol. 310,600
Sell Vol. 353,500
MSN: TCB grants a credit of VND 1,000 billion to One Mount Group. This is a 12-month credit, backed by OMD shares owned by One Mount Group.
OTHERS
BVH
125,300
1D 0.00%
5D -0.48%
Buy Vol. 700,500
Sell Vol. 658,900
VJC
125,300
1D 0.00%
5D -0.48%
Buy Vol. 700,500
Sell Vol. 658,900
FPT
97,500
1D 0.52%
5D 4.17%
Buy Vol. 2,386,600
Sell Vol. 2,790,000
MWG
134,000
1D 0.75%
5D 7.11%
Buy Vol. 1,462,400
Sell Vol. 1,458,800
PNJ
106,000
1D 3.82%
5D 8.72%
Buy Vol. 792,800
Sell Vol. 956,000
GVR
23,700
1D 3.27%
5D 11.27%
Buy Vol. 5,020,900
Sell Vol. 4,342,500
SSI
28,450
1D -0.18%
5D 10.27%
Buy Vol. 29,474,500
Sell Vol. 31,340,300
HPG
37,650
1D -0.66%
5D 4.87%
Buy Vol. 22,716,300
Sell Vol. 20,927,900
MWG: announced April revenue of 11,400 billion dong, up 19% over the same period last year. Accumulated 4 months, revenue reached 47,900 billion dong, up 18%. Mobile World Chain and Dien May Xanh contributed more than VND9,000 billion in April, up 22%. By the end of April, the business had 901 Dien May Xanh Supermini stores, an increase of 27 stores in the month and 35 Topzone stores, an increase of 6.
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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Zalo OA: Chứng khoán Pinetree
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Fanpage: Chứng khoán Pinetree
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Youtube channel: Pinetree Securities
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