Market brief 04/08/2022 - Pinetree Securities
Market brief 04/08/2022
Market brief August 4, 2022

Market brief 04/08/2022

Download PDF

Market brief 04/08/2022

VIETNAM STOCK MARKET

VN-INDEX

1,254.15

1D 0.35%

YTD -16.29%

VN30

1,277.73

1D 0.62%

YTD -16.80%

HNX

297.73

1D -0.13%

YTD -37.19%

UPCOM

80.86

1D -10.47%

YTD -28.24%

Net Foreign buy (B)

42.08

1D 0.00%

YTD 0.00%

Total trading value (B)

19,737.23

1D -2.08%

YTD -36.48%

At the end of the session on August 4, foreign investors today bought 50.4 million shares, worth VND1,433 billion, while selling 51.3 million shares, worth VND1,391 billion. Total net selling volume was at 903,188 shares, but net buying was VND42 billion in terms of value. Foreign investors on HoSE were the strongest net buyers of VHM with VND 186 billion.

ETF & DERIVATIVES

E1VFVN30

21,500

1D 1.42%

YTD -16.76%

FUEMAV30

15,120

1D 0.80%

YTD -16.42%

FUESSV30

15,760

1D -11.51%

YTD -17.05%

FUESSV50

18,260

1D 1.44%

YTD -20.26%

FUESSVFL

17,480

1D -0.40%

YTD -22.24%

FUEVFVND

26,520

1D 0.45%

YTD -5.45%

FUEVN100

16,500

1D 0.61%

YTD -23.18%

VN30F2303

1,248

1D 0.53%

YTD 0.00%

VN30F2212

1,253

1D 0.51%

YTD 0.00%

VN30F2209

1,256

1D 0.71%

YTD 0.00%

VN30F2208

1,258

1D 0.60%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,932.20

1D 0.69%

YTD -2.99%

Shanghai

3,189.04

1D 0.80%

YTD -12.38%

Kospi

2,473.11

1D 0.47%

YTD -16.94%

Hang Seng

20,174.04

1D 2.06%

YTD -13.78%

STI (Singapore)

3,269.86

1D 0.55%

YTD 4.68%

SET (Thái Lan)

1,596.76

1D 0.37%

YTD -3.67%

Crude oil ($/barrel)

91.52

1D -1.94%

YTD 19.63%

Gold ($/ounce)

1,795.80

1D 0.83%

YTD -1.37%

Asia - Pacific stocks all rallied, following the positive session of Wall Street. Hong Kong's Hang Seng Index rose 2.06%. In China, the Shanghai Composite Index rose 0.8%. Japan's Nikkei 225 index gained 0.69%, while the Kospi (South Korea) index gained 0.47%.

VIETNAM ECONOMY

Vnibor

4.03%

YTD (bps) 322

Deposit interest 12M

5.60%

5 year-Gov. Bond

3.11%

1D (bps) -4

YTD (bps) 210

10 year-Gov. Bond

3.52%

1D (bps) -4

YTD (bps) 152

USD/VND

23,535

1D (%) 0.00%

YTD (%) 2.59%

EUR/VND

24,572

1D (%) 0.04%

YTD (%) -7.16%

CNY/VND

3,533

1D (%) -0.06%

YTD (%) -3.42%

At the regular Government Standing Meeting in July, the Prime Minister assigned the Ministry of Planning and Investment and the Government Office to quickly submit to the Government for promulgation a resolution on accelerating the disbursement of public investment capital. According to the report, the disbursement rate of the state budget investment plan from the beginning of the year to July 31 was estimated at 186,848 bil VND, equivalent to 34.47% of the plan assigned by the Prime Minister.

EVENT CALENDAR

M
T
W
T
F
S
S
03
04
05
06
07
08
09
Ex-right date Tue, 10/04/22

No event for this day

No event for this day

No event for this day

No event for this day

No event for this day

No event for this day

No event for this day

VN30

BANK

VCB

82,500

1D 3.77%

5D 9.56%

Buy Vol. 3,669,800

Sell Vol. 3,368,700

BID

39,300

1D 0.00%

5D 7.67%

Buy Vol. 3,882,700

Sell Vol. 4,492,500

CTG

28,850

1D -0.86%

5D 4.53%

Buy Vol. 8,219,100

Sell Vol. 10,229,400

TCB

38,400

1D 0.66%

5D 2.95%

Buy Vol. 7,293,400

Sell Vol. 8,759,600

VPB

29,400

1D 1.38%

5D 3.52%

Buy Vol. 29,862,000

Sell Vol. 33,181,000

MBB

26,950

1D 0.19%

5D 5.48%

Buy Vol. 16,620,300

Sell Vol. 21,198,000

HDB

24,900

1D 0.20%

5D 2.05%

Buy Vol. 4,918,700

Sell Vol. 4,625,700

TPB

28,800

1D 2.86%

5D 5.88%

Buy Vol. 9,198,200

Sell Vol. 8,892,000

STB

25,200

1D -0.98%

5D 3.07%

Buy Vol. 21,852,000

Sell Vol. 24,825,200

VIB

26,100

1D -0.38%

5D -1.32%

Buy Vol. 4,534,300

Sell Vol. 4,159,200

ACB

25,000

1D 0.20%

5D 2.25%

Buy Vol. 7,573,300

Sell Vol. 7,729,600

TCB: Techcombank has been honored in two important categories: "Best Vietnam Retail Bank 2022 - Domestic Bank of the Year" and "Best Credit Card Initiative 2022 - Credit Card Initiative of the Year " within the framework of the Retail Banking Awards presented by the prestigious organization The Asian Banking & Finance (ABF). To win this award, Techcombank has demonstrated excellence in all of ABF's strict criteria for an advanced, simple, easy-to-use retail banking application that allows customers to perform banking transactions at any time. , anywhere with just one touch.

REAL ESTATE

NVL

78,500

1D 3.02%

5D 6.08%

Buy Vol. 5,143,400

Sell Vol. 4,759,100

KDH

39,000

1D 0.13%

5D 2.63%

Buy Vol. 1,562,800

Sell Vol. 1,420,500

PDR

54,000

1D 0.37%

5D 1.50%

Buy Vol. 2,323,500

Sell Vol. 2,226,200

Most of the inventory value of listed real estate companies has increased sharply in recent accounting periods because of expandation of their land and project portfolios through M&A.

OIL & GAS

GAS

109,000

1D -2.68%

5D 2.54%

Buy Vol. 1,216,600

Sell Vol. 1,463,800

POW

13,600

1D -0.73%

5D 0.37%

Buy Vol. 24,604,800

Sell Vol. 26,326,600

PLX

42,100

1D 2.93%

5D 1.45%

Buy Vol. 2,501,100

Sell Vol. 2,241,700

Oil prices rebounded after the key OPEC+ meeting, but concerns about the demand outlook quickly pushed prices below $100 a barrel.

VINGROUP

VIC

66,400

1D 0.61%

5D -0.90%

Buy Vol. 2,342,300

Sell Vol. 2,647,300

VHM

63,000

1D 1.78%

5D 7.14%

Buy Vol. 6,949,600

Sell Vol. 7,580,500

VRE

29,000

1D -0.17%

5D 3.20%

Buy Vol. 1,822,200

Sell Vol. 3,371,400

VIC: VinFast has purchased an additional about 706 hectares of land in Chatham, North Carolina, USA, showing a big step in construction of electric vehicle and battery assembly plants.

FOOD & BEVERAGE

VNM

73,300

1D -0.14%

5D 0.96%

Buy Vol. 4,020,000

Sell Vol. 3,854,700

MSN

107,900

1D -1.91%

5D -1.82%

Buy Vol. 2,199,500

Sell Vol. 2,587,100

SAB

185,000

1D -2.58%

5D 6.94%

Buy Vol. 481,900

Sell Vol. 710,300

According to Collier's assessment in March, Vietnam is a bright investment destination for the food and beverage industry compared to neighboring Southeast Asian countries.

OTHERS

BVH

129,200

1D 1.73%

5D 1.41%

Buy Vol. 1,044,500

Sell Vol. 911,000

VJC

129,200

1D 1.73%

5D 1.41%

Buy Vol. 1,044,500

Sell Vol. 911,000

FPT

86,100

1D 1.53%

5D 1.41%

Buy Vol. 4,889,300

Sell Vol. 4,881,400

MWG

62,700

1D 1.46%

5D 1.13%

Buy Vol. 9,616,500

Sell Vol. 7,783,300

GVR

24,600

1D -0.40%

5D 2.71%

Buy Vol. 3,635,000

Sell Vol. 4,903,300

SSI

23,550

1D 0.00%

5D 11.35%

Buy Vol. 41,045,200

Sell Vol. 40,782,000

HPG

23,650

1D -0.42%

5D 10.51%

Buy Vol. 52,660,500

Sell Vol. 53,206,700

BVH: Vietnam Report has just announced and awarded the Top 10 "Prestigious life insurance companies in 2022". Accordingly, Bao Viet Life continues to be voted in the leading position of life insurance businesses. Previously, Baoviet Life was also honored to receive the Second-class Labor Medal, awarded by the President of the country.

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

Copyright © 2022. Pinetree Securities Corporation| Tax Code: 0101294902