Market brief 07/07/2022 - Pinetree Securities

Market brief 07/07/2022
Market brief July 7, 2022

Market brief 07/07/2022

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Market brief 07/07/2022

VIETNAM STOCK MARKET

VN-INDEX

1,166.48

1D 1.47%

YTD -22.15%

VN30

1,229.23

1D 1.43%

YTD -19.96%

HNX

271.86

1D -0.02%

YTD -42.64%

UPCOM

86.38

1D 0.19%

YTD -23.34%

Net Foreign buy (B)

490.51

1D 0.00%

YTD 0.00%

Total trading value (B)

10,422.97

1D -30.85%

YTD -66.46%

VN-Index increased by nearly 17 points, the lowest trading value since November 2020. Market liquidity was at a low level with a total matched value of VND 9,042 billion (down 32.5% compared to the previous session) the lowest since November 27, 2020 (VND 9,011 billion), in which, matched value HoSE's own order decreased by 30% to 7,759 billion dong. Foreign investors net bought nearly 490 billion dong.

ETF & DERIVATIVES

E1VFVN30

20,700

1D 0.19%

YTD -19.86%

FUEMAV30

14,470

1D 0.56%

YTD -20.01%

FUESSV30

15,190

1D -14.71%

YTD -20.05%

FUESSV50

18,540

1D -1.07%

YTD -19.04%

FUESSVFL

16,340

1D 0.25%

YTD -27.31%

FUEVFVND

26,500

1D 3.03%

YTD -5.53%

FUEVN100

15,690

1D -2.55%

YTD -26.96%

VN30F2212

1,222

1D 0.51%

YTD 0.00%

VN30F2209

1,224

1D 0.52%

YTD 0.00%

VN30F2208

1,223

1D 0.42%

YTD 0.00%

VN30F2207

1,225

1D 0.57%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,490.53

1D 1.33%

YTD -7.99%

Shanghai

3,364.40

1D 0.27%

YTD -7.57%

Kospi

2,334.27

1D 1.84%

YTD -21.61%

Hang Seng

21,643.58

1D 1.62%

YTD -7.50%

STI (Singapore)

3,129.40

1D 0.83%

YTD 0.18%

SET (Thái Lan)

1,562.37

1D 1.33%

YTD -5.75%

Crude oil ($/barrel)

99.28

1D 2.17%

YTD 29.78%

Gold ($/ounce)

1,740.85

1D 0.23%

YTD -4.39%

Asian stocks all went up in the session on 7/7. The Nikkei 225 index gained 1.33%. In South Korea, the Kospi rose 1.84%. In China, the Shanghai Composite Index reversed, gaining 0.27% despite falling at the beginning of the session. Hong Kong's Hang Seng Index rose 1.62%.

VIETNAM ECONOMY

Vnibor

0.82%

1D (bps) -6

YTD (bps) 1

Deposit interest 12M

5.60%

5 year-Gov. Bond

2.65%

1D (bps) -4

YTD (bps) 164

10 year-Gov. Bond

3.33%

1D (bps) 9

YTD (bps) 133

USD/VND

23,575

1D (%) 0.23%

YTD (%) 2.77%

EUR/VND

24,278

1D (%) -1.09%

YTD (%) -8.27%

CNY/VND

3,555

1D (%) 0.00%

YTD (%) -2.82%

After the GDP of the second quarter and the first six months were announced by the General Statistics Office to increase by 7.72% and 6.42% respectively over the same period last year, many institutions and experts have adjusted their Vietnam economic growth forecasts this year. In its July economic update report just released, HSBC has revised its forecast for Vietnam's economic growth to 6.9%, up 0.3 percentage points from the previous one.

EVENT CALENDAR

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26
Ex-right date Sat, 05/25/24

No event for this day

No event for this day

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VN30

BANK

VCB

75,500

1D 3.71%

5D 0.94%

Buy Vol. 1,883,400

Sell Vol. 2,414,800

BID

36,300

1D 1.97%

5D 8.36%

Buy Vol. 4,460,700

Sell Vol. 5,065,200

CTG

26,300

1D 1.74%

5D 0.57%

Buy Vol. 6,258,900

Sell Vol. 7,132,700

TCB

37,800

1D 0.53%

5D 6.33%

Buy Vol. 6,890,200

Sell Vol. 8,995,200

VPB

28,900

1D 0.35%

5D -0.34%

Buy Vol. 14,725,200

Sell Vol. 13,405,600

MBB

25,100

1D 0.80%

5D 3.72%

Buy Vol. 16,870,800

Sell Vol. 12,682,400

HDB

24,000

1D 0.63%

5D 0.00%

Buy Vol. 1,653,700

Sell Vol. 2,432,800

TPB

27,450

1D 1.86%

5D 1.10%

Buy Vol. 2,571,100

Sell Vol. 2,962,900

STB

22,600

1D 0.44%

5D 5.12%

Buy Vol. 40,589,400

Sell Vol. 30,838,300

ACB

24,150

1D -0.21%

5D 0.63%

Buy Vol. 3,118,300

Sell Vol. 4,647,900

VPB: VPB announced the issuance of 30 million shares under the Employee Options Program (ESOP) with par value of 10,000 VND/share. The time to issue shares is in July. VPBank will use 30 million treasury shares to offer to employees at the rate of 0.675%. Total proceeds after issuing ESOP is 300 billion dong. These shares will be restricted to transfer up to three years from the closing date of the offering. After the first year, 30% of the shares will be released, and the second and third years will have a clearance rate of 35%, respectively.

REAL ESTATE

NVL

74,000

1D 0.82%

5D -0.67%

Buy Vol. 2,314,700

Sell Vol. 2,711,600

KDH

35,600

1D 1.57%

5D 0.67%

Buy Vol. 1,145,000

Sell Vol. 1,192,100

PDR

52,300

1D 0.58%

5D 0.97%

Buy Vol. 1,720,200

Sell Vol. 1,492,300

NVL: Nova Consumer expands its consumer goods portfolio, consolidating revenue from Q3 by completing a food company merger.

OIL & GAS

GAS

94,100

1D -1.77%

5D -16.31%

Buy Vol. 1,933,500

Sell Vol. 1,326,000

POW

12,800

1D 0.00%

5D -5.88%

Buy Vol. 30,345,000

Sell Vol. 23,414,300

PLX

39,000

1D 2.09%

5D -3.23%

Buy Vol. 898,000

Sell Vol. 882,100

POW: PV Power plans to put Dakrinh Hydropower shares on the stock exchange this year and list Hua Na Hydropower shares.

VINGROUP

VIC

69,800

1D 3.41%

5D -5.03%

Buy Vol. 2,764,800

Sell Vol. 3,641,400

VHM

61,000

1D 3.21%

5D -1.77%

Buy Vol. 3,320,900

Sell Vol. 3,439,600

VRE

27,000

1D 3.85%

5D -5.43%

Buy Vol. 3,708,800

Sell Vol. 3,586,000

VHM: After transferring all contributed capital at Vinpearl Landmark 81, Vinhomes will have 33 subsidiaries, most of them operating in the field of construction and real estate business.

FOOD & BEVERAGE

VNM

73,000

1D 3.25%

5D 4.61%

Buy Vol. 4,564,000

Sell Vol. 4,774,200

MSN

103,000

1D 3.00%

5D -7.36%

Buy Vol. 862,900

Sell Vol. 778,700

SAB

156,200

1D 2.36%

5D 1.03%

Buy Vol. 124,900

Sell Vol. 215,900

VNM: Sales of the whole dairy market are forecasted to reach 140,000 billion to 2025, Vinamilk alone aims to increase revenue from 61,000 billion VND in 2021 to 86,000 billion VND in 2025.

OTHERS

BVH

129,300

1D 1.73%

5D -0.54%

Buy Vol. 790,800

Sell Vol. 725,800

VJC

129,300

1D 1.73%

5D -0.54%

Buy Vol. 790,800

Sell Vol. 725,800

FPT

83,100

1D -0.48%

5D -3.60%

Buy Vol. 2,270,600

Sell Vol. 2,760,900

MWG

64,000

1D 0.00%

5D -10.49%

Buy Vol. 2,313,700

Sell Vol. 2,661,800

PNJ

116,000

1D 3.57%

5D -9.73%

Buy Vol. 2,271,900

Sell Vol. 1,246,900

GVR

20,750

1D -0.48%

5D -7.98%

Buy Vol. 1,903,300

Sell Vol. 1,780,100

SSI

19,100

1D 0.53%

5D 1.60%

Buy Vol. 27,370,300

Sell Vol. 18,638,600

HPG

21,750

1D 1.40%

5D -2.47%

Buy Vol. 19,903,300

Sell Vol. 17,941,200

HPG: announced sales volume of construction steel, billet and hot rolled coil (HRC) in June reached 560,000 tons, up 14% YoY and down 15% MoM. In which, construction steel output reached 348,000 tons, up 51% over the same period and down 11% over the previous month; HRC recorded 202,000 tons, down 12% YoY.

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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