Market brief 22/07/2022 - Pinetree Securities
Market brief 22/07/2022
Market brief July 22, 2022

Market brief 22/07/2022

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Market brief 22/07/2022

VIETNAM STOCK MARKET

VN-INDEX

1,194.76

1D -0.31%

YTD -20.26%

VN30

1,228.84

1D -0.52%

YTD -19.98%

HNX

288.83

1D 0.26%

YTD -39.06%

UPCOM

88.84

1D -0.31%

YTD -21.16%

Net Foreign buy (B)

380.21

1D 0.00%

YTD 0.00%

Total trading value (B)

12,892.86

1D -8.87%

YTD -58.51%

Foreign investors net bought 380 billion dong in the session 22/7. Foreign investors on HoSE concentrated on net buying of MWG with 106 billion dong. GAS and MSN were behind with a net buying value of VND73 billion and VND52 billion, respectively. On the other side, KBC was sold the most on this floor with 7 billion dong. Next is VHM with 12.8 billion dong.

ETF & DERIVATIVES

E1VFVN30

20,890

1D 0.48%

YTD -19.13%

FUEMAV30

14,570

1D 0.34%

YTD -19.46%

FUESSV30

15,110

1D -15.16%

YTD -20.47%

FUESSV50

17,790

1D 2.83%

YTD -22.31%

FUESSVFL

16,650

1D -0.18%

YTD -25.93%

FUEVFVND

26,400

1D 0.61%

YTD -5.88%

FUEVN100

15,840

1D -0.56%

YTD -26.26%

VN30F2303

1,222

1D -0.11%

YTD 0.00%

VN30F2212

1,224

1D -0.01%

YTD 0.00%

VN30F2209

1,225

1D 0.10%

YTD 0.00%

VN30F2208

1,226

1D -0.07%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,914.66

1D 0.18%

YTD -3.05%

Shanghai

3,269.97

1D -0.06%

YTD -10.16%

Kospi

2,393.14

1D -0.66%

YTD -19.63%

Hang Seng

20,609.14

1D -0.47%

YTD -11.92%

STI (Singapore)

3,181.34

1D 0.92%

YTD 1.85%

SET (Thái Lan)

1,552.73

1D 0.42%

YTD -6.33%

Crude oil ($/barrel)

95.25

1D -1.80%

YTD 24.51%

Gold ($/ounce)

1,721.90

1D 0.37%

YTD -5.43%

Asian stocks mixed, Japanese inflation reached 2.2%. In Japan, the Nikkei 225 index recovered, up 0.18%. Hong Kong's Hang Seng Index fell 0.47%. In China, the Shanghai Composite Index fell 0.06%. In South Korea, the Kospi index fell 0.66%.

VIETNAM ECONOMY

Vnibor

2.16%

1D (bps) 76

YTD (bps) 135

Deposit interest 12M

5.60%

5 year-Gov. Bond

2.83%

1D (bps) 6

YTD (bps) 182

10 year-Gov. Bond

3.35%

1D (bps) 8

YTD (bps) 135

USD/VND

23,620

1D (%) -0.04%

YTD (%) 2.96%

EUR/VND

24,205

1D (%) -0.42%

YTD (%) -8.55%

CNY/VND

3,529

1D (%) -0.03%

YTD (%) -3.53%

After continuously expanding the scale up to 20,000 - 40,000 billion VND/session, the SBV has sharply reduced the volume of bills issued in recent days. Accordingly, on July 21, there were 150 billion winning 56-day bills while there were 20,000 billion 14-day bills maturing. Previously, the State Bank also issued only 7,000 billion more bills on July 19 and July 20, while the maturity amount was 19,700 billion and 18 trillion respectively.

EVENT CALENDAR

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Ex-right date Mon, 11/25/24

No event for this day

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VN30

BANK

VCB

72,500

1D 0.00%

5D 0.28%

Buy Vol. 1,534,600

Sell Vol. 2,283,000

BID

35,500

1D -2.74%

5D -0.84%

Buy Vol. 2,318,700

Sell Vol. 3,083,100

CTG

26,900

1D -2.18%

5D -0.37%

Buy Vol. 5,372,800

Sell Vol. 7,639,100

TCB

37,100

1D 0.68%

5D 2.77%

Buy Vol. 6,986,700

Sell Vol. 10,970,300

VPB

28,150

1D -0.18%

5D -0.35%

Buy Vol. 12,058,200

Sell Vol. 16,778,300

MBB

25,550

1D -0.20%

5D 0.39%

Buy Vol. 12,193,800

Sell Vol. 13,348,600

HDB

23,800

1D -1.04%

5D 0.85%

Buy Vol. 1,959,800

Sell Vol. 2,735,400

TPB

28,050

1D -0.88%

5D 3.51%

Buy Vol. 3,726,600

Sell Vol. 3,997,300

STB

23,000

1D -0.43%

5D 0.00%

Buy Vol. 21,272,000

Sell Vol. 23,873,900

ACB

24,350

1D -1.22%

5D 1.46%

Buy Vol. 3,298,300

Sell Vol. 4,876,700

TCB: Techcombank has just announced its business results for the first 6 months of the year with pre-tax profit of VND 14.1 trillion, up 22.3% over the same period in 2021. Total operating income in the first 6 months of 2022 up 16.6% y/y to VND21.1 trillion, thanks to strong growth in both interest income and service income.

REAL ESTATE

NVL

73,900

1D -0.40%

5D 0.41%

Buy Vol. 2,866,900

Sell Vol. 3,257,000

KDH

36,500

1D -1.22%

5D 0.41%

Buy Vol. 807,400

Sell Vol. 1,196,000

PDR

52,200

1D -1.32%

5D -1.14%

Buy Vol. 1,846,300

Sell Vol. 1,929,000

PDR: Q2/2022 net revenue reached more than VND853b, up 59% QoQ, but COGS decreased by 28% to VND95b, pushing gross profit to more than VND758b (up 87%).

OIL & GAS

GAS

107,800

1D 3.55%

5D 10.56%

Buy Vol. 2,025,000

Sell Vol. 2,046,900

POW

13,150

1D -1.50%

5D 1.15%

Buy Vol. 21,741,000

Sell Vol. 21,493,100

PLX

41,800

1D -1.30%

5D 5.03%

Buy Vol. 952,300

Sell Vol. 1,012,000

Oil prices fell sharply on Thursday (July 21) as higher gasoline inventories in the US and after the European Central Bank (ECB) raised interest rates led to concerns about demand.

VINGROUP

VIC

66,500

1D -2.92%

5D -4.45%

Buy Vol. 1,133,200

Sell Vol. 1,957,500

VHM

58,700

1D -0.34%

5D -2.17%

Buy Vol. 2,701,200

Sell Vol. 3,374,700

VRE

26,000

1D -1.14%

5D -0.76%

Buy Vol. 1,984,000

Sell Vol. 2,516,300

VIC: To realize the goal of expanding the factory scale in the US, VinFast signed a Framework Agreement, appointing Credit Suisse (Singapore) Ltd. is the party that arranges for the issuances.

FOOD & BEVERAGE

VNM

72,000

1D -1.64%

5D 0.56%

Buy Vol. 1,194,000

Sell Vol. 2,246,800

MSN

108,500

1D 2.84%

5D 7.21%

Buy Vol. 1,739,900

Sell Vol. 1,782,500

SAB

166,000

1D 0.61%

5D 7.79%

Buy Vol. 365,600

Sell Vol. 319,600

MSN: Masan will open a chain of pharmacies under the brand name Dr. Win, has a charter capital of VND28.57b and is in the process of recruiting pharmacists to expand in the near future.

OTHERS

BVH

125,600

1D -0.32%

5D 0.72%

Buy Vol. 607,000

Sell Vol. 627,700

VJC

125,600

1D -0.32%

5D 0.72%

Buy Vol. 607,000

Sell Vol. 627,700

FPT

85,100

1D 0.12%

5D 3.53%

Buy Vol. 2,664,400

Sell Vol. 3,515,800

MWG

64,500

1D 0.62%

5D 4.88%

Buy Vol. 15,524,300

Sell Vol. 8,862,300

PNJ

114,500

1D 0.44%

5D 0.88%

Buy Vol. 855,900

Sell Vol. 1,001,100

GVR

23,500

1D -0.84%

5D 1.51%

Buy Vol. 4,116,100

Sell Vol. 4,628,500

SSI

20,900

1D -1.88%

5D -0.95%

Buy Vol. 27,987,800

Sell Vol. 39,804,900

HPG

22,200

1D -2.20%

5D -4.31%

Buy Vol. 27,254,600

Sell Vol. 33,185,800

PNJ: PNJ reported second quarter profit increased by nearly 65% compared to the low base level of 2021. PNJ recorded revenue, VND 8,067 billion, up 81.1%; profit after tax is 367 billion dong, up 64.8% over the same period last year. The 6-month cumulative gross profit margin reached 17.6%, down from 18.6% in the same period of 2021 mainly due to the growth of 24K gold revenue and the change in the merchandise structure of the retail channel.

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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