Market brief 12/07/2022 - Pinetree Securities

Market brief 12/07/2022
Market brief July 12, 2022

Market brief 12/07/2022

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Market brief 12/07/2022

VIETNAM STOCK MARKET

VN-INDEX

1,174.82

1D 1.69%

YTD -21.59%

VN30

1,219.44

1D 0.86%

YTD -20.59%

HNX

281.99

1D 1.83%

YTD -40.51%

UPCOM

86.78

1D 0.61%

YTD -22.99%

Net Foreign buy (B)

-316.08

1D 0.00%

YTD 0.00%

Total trading value (B)

12,581.92

1D -3.92%

YTD -59.51%

VN-Index broke through nearly 20 points, foreign investors turned to be a net seller of 316 billion dong on the whole market. The recovery momentum covered almost all industry groups such as Real Estate, Securities, Banking, Fertilizer, Oil and Gas, etc. even Fisheries and Industrial Zones recorded many stocks hitting the ceiling.

ETF & DERIVATIVES

E1VFVN30

20,600

1D 1.13%

YTD -20.25%

FUEMAV30

14,400

1D 1.41%

YTD -20.40%

FUESSV30

15,110

1D -15.16%

YTD -20.47%

FUESSV50

18,000

1D 0.84%

YTD -21.40%

FUESSVFL

16,210

1D -2.11%

YTD -27.89%

FUEVFVND

25,580

1D -0.23%

YTD -8.81%

FUEVN100

16,000

1D 3.90%

YTD -25.51%

VN30F2212

1,214

1D 1.97%

YTD 0.00%

VN30F2209

1,213

1D 1.14%

YTD 0.00%

VN30F2208

1,210

1D 0.04%

YTD 0.00%

VN30F2207

1,214

1D 1.07%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,336.66

1D -0.11%

YTD -8.53%

Shanghai

3,281.47

1D -0.97%

YTD -9.84%

Kospi

2,317.76

1D -0.96%

YTD -22.16%

Hang Seng

20,844.74

1D -0.89%

YTD -10.91%

STI (Singapore)

3,145.77

1D 0.46%

YTD 0.71%

SET (Thái Lan)

1,546.80

1D -0.68%

YTD -6.69%

Crude oil ($/barrel)

101.52

1D -1.22%

YTD 32.71%

Gold ($/ounce)

1,730.60

1D -0.03%

YTD -4.95%

Chinese stocks fell the most in the Asia-Pacific region after the main stock indexes in the US all dropped yesterday. The Nikkei 225 index fell 0.11%. In South Korea, the Kospi index fell 0.96%. Hong Kong's Hang Seng Index fell 0.89%. In China, the Shanghai Composite Index fell 0.97%.

VIETNAM ECONOMY

Vnibor

0.72%

1D (bps) 4

YTD (bps) -9

Deposit interest 12M

5.60%

5 year-Gov. Bond

2.69%

1D (bps) 1

YTD (bps) 168

10 year-Gov. Bond

3.30%

1D (bps) -2

YTD (bps) 130

USD/VND

23,615

1D (%) 0.53%

YTD (%) 2.94%

EUR/VND

23,870

1D (%) -1.00%

YTD (%) -9.82%

CNY/VND

3,550

1D (%) 0.11%

YTD (%) -2.95%

By the end of April, residents' deposits at credit institutions reached VND 5,532 million, an increase of VND 57,597 billion compared to the end of March and an increase of 4.37% compared to the end of 2021. By the end of April, deposits of economic organizations decreased by 69,446 billion VND compared to March, to more than 5.79 million billion VND, 2.66% higher than the end of 2021.

EVENT CALENDAR

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Ex-right date Sat, 05/25/24

No event for this day

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VN30

BANK

VCB

71,900

1D -0.14%

5D -2.84%

Buy Vol. 1,538,900

Sell Vol. 1,829,000

BID

36,400

1D 5.51%

5D 0.28%

Buy Vol. 3,267,900

Sell Vol. 3,157,200

CTG

25,700

1D 0.78%

5D -4.81%

Buy Vol. 10,184,000

Sell Vol. 5,613,500

TCB

36,100

1D 1.40%

5D -4.37%

Buy Vol. 7,084,600

Sell Vol. 6,325,200

VPB

27,750

1D 0.91%

5D -5.93%

Buy Vol. 11,595,200

Sell Vol. 11,916,600

MBB

25,050

1D 2.66%

5D -1.57%

Buy Vol. 23,229,300

Sell Vol. 8,652,900

HDB

23,500

1D 2.62%

5D -5.05%

Buy Vol. 2,209,300

Sell Vol. 1,273,600

TPB

26,700

1D 2.69%

5D -2.91%

Buy Vol. 1,397,400

Sell Vol. 1,725,500

STB

22,600

1D 2.49%

5D -1.95%

Buy Vol. 27,620,700

Sell Vol. 22,087,200

ACB

24,000

1D 2.13%

5D -1.84%

Buy Vol. 1,733,800

Sell Vol. 2,599,400

MBB: At MB, the bank's leaders said that the group's revenue in the first 6 months was approximately 29.9 trillion dong with a profit of 11,920 billion dong. In which, the bank's revenue was nearly 17.8 trillion dong, up 23% and profit was 10,666 billion dong; member companies achieved revenue of nearly 12 trillion dong, up 42% and contributing 13% of the group's profit.

REAL ESTATE

NVL

73,400

1D 0.00%

5D -0.14%

Buy Vol. 1,254,900

Sell Vol. 1,759,200

KDH

35,600

1D 1.71%

5D 1.14%

Buy Vol. 1,076,500

Sell Vol. 1,065,700

PDR

52,600

1D 0.57%

5D 1.15%

Buy Vol. 1,294,200

Sell Vol. 1,275,000

NVL: Accumulated in the first 6 months, real estate group issued 42,583 billion dong. In which, Nova Real Estate Investment Group JSC issued the most (VND 9,857 billion).

OIL & GAS

GAS

99,000

1D 4.32%

5D -3.88%

Buy Vol. 1,556,800

Sell Vol. 1,550,200

POW

12,950

1D 3.60%

5D -0.38%

Buy Vol. 32,598,700

Sell Vol. 18,699,300

PLX

40,400

1D 2.28%

5D 0.62%

Buy Vol. 964,700

Sell Vol. 986,100

GAS: In the first 6 months of 2022, PV GAS estimates revenue to reach VND 54,560 billion, up 34% over the same period in 2021 and EAT at VND 6,919 billion, up 59%.

VINGROUP

VIC

69,900

1D -0.14%

5D -3.32%

Buy Vol. 2,115,600

Sell Vol. 3,088,400

VHM

60,200

1D -0.50%

5D -0.50%

Buy Vol. 4,831,200

Sell Vol. 6,178,000

VRE

26,200

1D 0.77%

5D -6.26%

Buy Vol. 2,374,000

Sell Vol. 2,167,900

VIC: Leading in the volume of real estate corporate bond issuance in June 2022 is Vingroup with USD 100 million of international bonds (equivalent to more than VND 2,300 billion).

FOOD & BEVERAGE

VNM

73,300

1D 0.41%

5D 3.75%

Buy Vol. 1,716,200

Sell Vol. 3,058,500

MSN

102,000

1D -0.49%

5D 0.00%

Buy Vol. 515,600

Sell Vol. 634,600

SAB

153,600

1D -0.97%

5D 1.86%

Buy Vol. 75,000

Sell Vol. 115,400

MSN: Western Food Industry Center 2 includes 4 subdivisions. In which, subdivision 1 is the largest to build a food factory, with an area of ​​about 20.9 hectares, producing pasta, flat noodles …

OTHERS

BVH

125,500

1D -1.49%

5D -0.32%

Buy Vol. 807,200

Sell Vol. 882,900

VJC

125,500

1D -1.49%

5D -0.32%

Buy Vol. 807,200

Sell Vol. 882,900

FPT

83,500

1D 0.85%

5D -2.22%

Buy Vol. 1,535,100

Sell Vol. 1,369,000

MWG

64,400

1D -0.16%

5D -1.68%

Buy Vol. 2,864,100

Sell Vol. 2,758,400

PNJ

116,800

1D 1.13%

5D -1.52%

Buy Vol. 1,886,500

Sell Vol. 779,800

GVR

22,400

1D 6.92%

5D 3.70%

Buy Vol. 5,101,600

Sell Vol. 2,945,000

SSI

20,900

1D 1.21%

5D 6.09%

Buy Vol. 22,420,500

Sell Vol. 25,724,500

HPG

22,300

1D 1.13%

5D 1.83%

Buy Vol. 19,988,400

Sell Vol. 21,771,600

MWG: as of July 12, the Bach Hoa Xanh consumer goods food chain (BHX) of Mobile World Investment (HoSE: MWG) has 1,972 stores, down 132 stores compared to the end of May and down 168 stores compared to the end of April. In the third quarter, the Bach Hoa Xanh chain aims to change the layout of all existing stores and complete the automation of the back-end platform by the fourth quarter.

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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