Market brief 01/08/2022 - Pinetree Securities
Market brief 01/08/2022
Market brief August 1, 2022

Market brief 01/08/2022

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Market brief 01/08/2022

VIETNAM STOCK MARKET

VN-INDEX

1,231.35

1D 2.07%

YTD -17.82%

VN30

1,256.25

1D 1.97%

YTD -18.20%

HNX

294.62

1D 2.08%

YTD -37.84%

UPCOM

89.91

1D 0.33%

YTD -20.21%

Net Foreign buy (B)

651.24

1D 0.00%

YTD 0.00%

Total trading value (B)

18,801.26

1D 10.26%

YTD -39.49%

At the end of the trading session on August 1, foreign investors were active when buying 55.5 mil shares, worth 1,529 bil VND, while selling 32 mil shares, worth 878 bil VND. Total net buying volume reached 23.5 mil shares, equivalent to a net buying value of VND 651 bil. Foreign investors on HoSE were the strongest net buyers of SSI with 114 bil VND. STB and HPG were net bought 105 bil VND and 76 bil VND respectively.

ETF & DERIVATIVES

E1VFVN30

21,100

1D 0.72%

YTD -18.31%

FUEMAV30

14,790

1D 1.51%

YTD -18.24%

FUESSV30

15,100

1D -15.22%

YTD -20.53%

FUESSV50

17,990

1D 2.92%

YTD -21.44%

FUESSVFL

17,350

1D 2.97%

YTD -22.82%

FUEVFVND

26,350

1D -0.19%

YTD -6.06%

FUEVN100

15,900

1D 0.06%

YTD -25.98%

VN30F2303

1,239

1D 0.89%

YTD 0.00%

VN30F2212

1,239

1D 0.83%

YTD 0.00%

VN30F2209

1,240

1D 0.83%

YTD 0.00%

VN30F2208

1,244

1D 1.11%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,993.35

1D 0.53%

YTD -2.77%

Shanghai

3,259.96

1D 0.21%

YTD -10.44%

Kospi

2,452.25

1D 0.03%

YTD -17.64%

Hang Seng

20,165.84

1D 0.05%

YTD -13.81%

STI (Singapore)

3,238.75

1D 0.85%

YTD 3.68%

SET (Thái Lan)

1,593.24

1D 1.07%

YTD -3.88%

Crude oil ($/barrel)

96.83

1D -0.63%

YTD 26.58%

Gold ($/ounce)

1,789.25

1D 0.47%

YTD -1.73%

Asian stocks all rallied in the first trading session of August. In Japan, the Nikkei 225 gained 0.53% to 27,993.35 points, the Kospi index (Korea) gained 0.03%. to 2,452.25 points. In Hong Kong, the Hang Seng index recovered in afternoon trading, gaining 0.05% to 20,165.84 points. The Shanghai Composite Index rose 0.21% to 3,259.96.

VIETNAM ECONOMY

Vnibor

4.19%

1D (bps) -49

YTD (bps) 338

Deposit interest 12M

5.60%

5 year-Gov. Bond

3.13%

1D (bps) 8

YTD (bps) 212

10 year-Gov. Bond

3.62%

1D (bps) 5

YTD (bps) 162

USD/VND

23,499

1D (%) 0.10%

YTD (%) 2.44%

EUR/VND

24,703

1D (%) 0.39%

YTD (%) -6.67%

CNY/VND

3,529

1D (%) -0.03%

YTD (%) -3.53%

According to the latest forecast of the International Monetary Fund (IMF), Vietnam ranks 6th in GDP size among ASEAN countries with a GDP size of about 408.95 billion USD in 2022, while Indonesia and Thailand, respectively, lead the region with a GDP of VND 1,290 billion and VND 522 billion, respectively.

EVENT CALENDAR

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Ex-right date Tue, 10/04/22

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VN30

BANK

VCB

77,000

1D 3.08%

5D 5.62%

Buy Vol. 2,523,100

Sell Vol. 2,695,300

BID

39,000

1D 4.56%

5D 10.17%

Buy Vol. 5,433,000

Sell Vol. 5,471,400

CTG

28,700

1D 5.51%

5D 7.89%

Buy Vol. 15,053,600

Sell Vol. 15,442,900

TCB

38,600

1D 1.85%

5D 4.89%

Buy Vol. 11,684,700

Sell Vol. 11,748,700

VPB

29,100

1D 1.39%

5D 5.24%

Buy Vol. 20,516,500

Sell Vol. 22,029,700

MBB

26,500

1D 3.31%

5D 4.95%

Buy Vol. 20,814,400

Sell Vol. 18,706,600

HDB

24,700

1D 2.28%

5D 4.66%

Buy Vol. 6,054,200

Sell Vol. 4,030,800

TPB

27,250

1D 2.44%

5D -0.55%

Buy Vol. 3,624,800

Sell Vol. 3,376,100

STB

25,200

1D 2.02%

5D 10.28%

Buy Vol. 31,011,600

Sell Vol. 30,754,300

VIB

26,650

1D 0.19%

5D 3.50%

Buy Vol. 4,520,800

Sell Vol. 3,218,200

VIB: At the end of the first 6 months, VIB recorded a pre-tax income of more than VND 5,000 bil, up 27% over the same period. Total operating income reached more than 8,700 bil VND, of which net interest income reached 7,200 bil VND, up 26% over the same period. Non-interest income reached more than 1,500 bil VND, contributing more than 18% to total operating income... By the end of the second quarter of 2022, VIB was in the top position in terms of market share of auto loans and life insurance in the world. Besides, VIB continues to be rated as one of the banks with the fastest credit card growth and highest card spending.

REAL ESTATE

ACB

25,000

1D 1.63%

5D 3.95%

Buy Vol. 7,261,400

Sell Vol. 6,984,000

NVL

74,700

1D 0.27%

5D 1.36%

Buy Vol. 3,157,500

Sell Vol. 3,602,800

KDH

38,500

1D 2.67%

5D 6.06%

Buy Vol. 1,679,900

Sell Vol. 1,154,300

OIL & GAS

PDR

53,600

1D 1.90%

5D 2.29%

Buy Vol. 2,287,800

Sell Vol. 1,934,300

GAS

107,900

1D 0.37%

5D 3.06%

Buy Vol. 699,600

Sell Vol. 1,104,400

POW

13,500

1D 1.12%

5D 2.66%

Buy Vol. 26,511,300

Sell Vol. 24,768,800

VINGROUP

PLX

41,800

1D 1.70%

5D 1.70%

Buy Vol. 2,173,000

Sell Vol. 1,889,300

VIC

64,700

1D 1.09%

5D -3.86%

Buy Vol. 2,036,700

Sell Vol. 2,078,500

VHM

60,000

1D 0.17%

5D 1.87%

Buy Vol. 3,044,900

Sell Vol. 3,373,900

FOOD & BEVERAGE

VRE

29,000

1D 3.57%

5D 10.27%

Buy Vol. 3,591,000

Sell Vol. 4,166,500

VNM

73,500

1D 0.96%

5D 0.82%

Buy Vol. 3,994,000

Sell Vol. 3,592,500

MSN

109,400

1D 3.11%

5D 0.74%

Buy Vol. 1,156,400

Sell Vol. 1,279,400

OTHERS

SAB

183,000

1D 1.67%

5D 10.91%

Buy Vol. 319,700

Sell Vol. 474,100

BVH

127,100

1D 1.11%

5D 1.03%

Buy Vol. 585,600

Sell Vol. 531,700

VJC

127,100

1D 1.11%

5D 1.03%

Buy Vol. 585,600

Sell Vol. 531,700

FPT

84,000

1D 0.60%

5D -1.64%

Buy Vol. 3,207,500

Sell Vol. 3,028,000

MWG

61,300

1D 0.49%

5D -3.16%

Buy Vol. 6,088,300

Sell Vol. 5,195,700

GVR

24,700

1D 3.35%

5D 8.33%

Buy Vol. 5,132,800

Sell Vol. 4,776,300

SSI

22,800

1D 6.79%

5D 11.49%

Buy Vol. 72,747,700

Sell Vol. 40,679,700

HPG

22,800

1D 6.05%

5D 4.11%

Buy Vol. 77,540,200

Sell Vol. 58,523,600

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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