Market brief 10/08/2022 - Pinetree Securities
Market brief 10/08/2022
Market brief August 10, 2022

Market brief 10/08/2022

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Market brief 10/08/2022

VIETNAM STOCK MARKET

VN-INDEX

1,256.50

1D -0.19%

YTD -16.14%

VN30

1,277.15

1D -0.33%

YTD -16.84%

HNX

303.54

1D 0.71%

YTD -35.96%

UPCOM

93.11

1D 0.27%

YTD -17.37%

Net Foreign buy (B)

71.29

1D 0.00%

YTD 0.00%

Total trading value (B)

17,180.41

1D -6.67%

YTD -44.71%

At the end of the session, VN-Index dropped 2.35 points (-0.19%) to 1,256.5 points. The total matched value reached VND 15,261 bil, down 8% compared to the previous session, of which, the matched value on HoSE alone decreased by 11% and stood at VND12,692 bil. Foreign investors net bought about VND 71 bil on HoSE. Large stocks had strong differentiation, notably, real estate stocks had a breakthrough during the session.

ETF & DERIVATIVES

E1VFVN30

21,570

1D -0.51%

YTD -16.49%

FUEMAV30

15,120

1D 0.13%

YTD -16.42%

FUESSV30

15,970

1D -10.33%

YTD -15.95%

FUESSV50

18,210

1D -0.98%

YTD -20.48%

FUESSVFL

17,990

1D 0.56%

YTD -19.97%

FUEVFVND

26,870

1D 0.00%

YTD -4.21%

FUEVN100

16,500

1D -1.43%

YTD -23.18%

VN30F2303

1,254

1D 0.04%

YTD 0.00%

VN30F2212

1,258

1D -

YTD 0.00%

VN30F2209

1,268

1D -0.15%

YTD 0.00%

VN30F2208

1,271

1D -0.17%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,819.33

1D -0.03%

YTD -3.38%

Shanghai

3,230.02

1D -0.54%

YTD -11.26%

Kospi

2,480.88

1D -0.90%

YTD -16.68%

Hang Seng

19,610.84

1D -1.96%

YTD -16.18%

STI (Singapore)

3,283.07

1D 0.37%

YTD 5.10%

SET (Thái Lan)

1,615.39

1D -0.05%

YTD -2.55%

Crude oil ($/barrel)

89.77

1D -0.43%

YTD 17.35%

Gold ($/ounce)

1,809.75

1D 0.04%

YTD -0.61%

Asian stocks all fell after China released inflation data. Investors are also waiting for the US consumer price index report in July, important input data to determine the Fed's policy path in the near term. The Shanghai Composite Index fell 0.54% to 3,230.02 points. In Hong Kong, the Hang Seng index fell 1.96% to 19,610.84 points. Japan's Nikkei 225 index fell 0.65% to 27,819.33 points. In South Korea, the Kospi index fell 0.9% to 2,480.88 points.

VIETNAM ECONOMY

Vnibor

4.42%

1D (bps) 6

YTD (bps) 361

Deposit interest 12M

5.60%

5 year-Gov. Bond

3.28%

1D (bps) 7

YTD (bps) 227

10 year-Gov. Bond

3.62%

1D (bps) 1

YTD (bps) 162

USD/VND

23,528

1D (%) -0.03%

YTD (%) 2.56%

EUR/VND

24,648

1D (%) 0.19%

YTD (%) -6.88%

CNY/VND

3,532

1D (%) -0.08%

YTD (%) -3.44%

On August 10, Prime Minister Pham Minh Chinh, Head of the State Steering Committee for important national and key projects of the transport sector, chaired an online conference of the Steering Committee with 33 provinces. Speaking at the opening of the conference, the Prime Minister stated that the 13th Party Congress set a goal that by 2030, the whole country must have at least 5,000 km of highways, while from 2000 to 2021, the whole country only completed nearly 1,100 km highway.

EVENT CALENDAR

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Ex-right date Tue, 10/04/22

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VN30

BANK

VCB

80,500

1D -0.37%

5D 1.26%

Buy Vol. 785,100

Sell Vol. 1,448,800

BID

38,400

1D -0.65%

5D -2.29%

Buy Vol. 1,833,300

Sell Vol. 2,492,500

CTG

28,450

1D -1.22%

5D -2.23%

Buy Vol. 6,337,200

Sell Vol. 7,131,300

TCB

38,800

1D -0.89%

5D 1.70%

Buy Vol. 5,214,800

Sell Vol. 5,458,400

VPB

30,100

1D -0.50%

5D 3.79%

Buy Vol. 17,252,100

Sell Vol. 21,762,700

MBB

27,200

1D -0.55%

5D 1.12%

Buy Vol. 11,638,600

Sell Vol. 14,051,400

HDB

25,050

1D -0.40%

5D 0.80%

Buy Vol. 3,183,900

Sell Vol. 4,098,100

TPB

28,300

1D -1.05%

5D 1.07%

Buy Vol. 3,141,900

Sell Vol. 3,665,700

STB

24,900

1D -1.39%

5D -2.16%

Buy Vol. 15,834,500

Sell Vol. 17,627,900

VIB

26,000

1D -0.19%

5D -0.76%

Buy Vol. 2,313,800

Sell Vol. 3,414,800

ACB

24,850

1D -0.40%

5D -0.40%

Buy Vol. 4,244,400

Sell Vol. 5,227,300

TCB: Techcombank discloses transaction information of internal shareholders and related persons of internal shareholders participating in the issuance for employees under the company's employee selection program (ESOP) year 2022. 8 individuals who are deputy general directors, chief accountants, people in charge of banking administration... registered to buy 843,340 ESOP shares. The expected transaction time will be from August 12 to 26. TCB previously announced the issuance of more than 6.3 mil ESOP shares in 2022, equivalent to 0.18% of outstanding shares. ESOP shares will be restricted from being transferred for 1 year. Issuing price is 10,000 VND/share, the issuance time is expected in August.

REAL ESTATE

NVL

83,200

1D -0.12%

5D 9.19%

Buy Vol. 3,031,000

Sell Vol. 4,297,900

KDH

38,750

1D 1.04%

5D -0.51%

Buy Vol. 1,291,400

Sell Vol. 1,119,400

PDR

53,700

1D -0.19%

5D -0.19%

Buy Vol. 2,842,500

Sell Vol. 2,890,700

NVL: In addition to the deployed megacities such as Aqua City, NovaWorld Phan Thiet,… Novaland will continue to introduce large-scale projects with impressive profit expectations.

OIL & GAS

GAS

110,900

1D -0.98%

5D -0.98%

Buy Vol. 768,000

Sell Vol. 1,044,600

POW

13,950

1D -0.71%

5D 1.82%

Buy Vol. 27,274,800

Sell Vol. 27,046,900

PLX

41,950

1D -0.36%

5D 2.57%

Buy Vol. 2,218,700

Sell Vol. 1,982,300

POW: PV Power estimates July revenue to reach VND2,210 billion, down 4% y/y and exceeding 22% of the previous plan.

VINGROUP

VIC

64,800

1D -0.77%

5D -1.82%

Buy Vol. 1,674,700

Sell Vol. 2,059,900

VHM

61,300

1D 0.66%

5D -0.97%

Buy Vol. 2,952,600

Sell Vol. 3,027,100

VRE

28,400

1D -0.53%

5D -2.24%

Buy Vol. 1,517,600

Sell Vol. 1,824,800

VIC: On August 8, 2022, in Nha Trang, Khanh Hoa Provincial People's Committee and Vingroup signed a cooperation agreement to implement the program "English-speaking Khanh Hoa people".

FOOD & BEVERAGE

VNM

72,500

1D 0.69%

5D -1.23%

Buy Vol. 3,124,600

Sell Vol. 2,945,300

MSN

105,800

1D 0.57%

5D -3.82%

Buy Vol. 1,075,100

Sell Vol. 1,197,100

SAB

182,000

1D 1.00%

5D -4.16%

Buy Vol. 293,800

Sell Vol. 227,500

With the situation of methanol poisoning, the inter-sectoral steering committee on food safety in HCMC will carry out inspection for alcoholic beverage production business until the end of 2022.

OTHERS

BVH

125,400

1D -0.79%

5D -1.26%

Buy Vol. 962,900

Sell Vol. 944,700

VJC

125,400

1D -0.79%

5D -1.26%

Buy Vol. 962,900

Sell Vol. 944,700

FPT

86,000

1D -0.23%

5D 1.42%

Buy Vol. 2,698,200

Sell Vol. 2,272,900

MWG

63,600

1D 0.47%

5D 2.91%

Buy Vol. 3,640,300

Sell Vol. 4,345,700

GVR

25,050

1D -0.79%

5D 1.42%

Buy Vol. 2,826,100

Sell Vol. 3,510,000

SSI

24,550

1D -1.01%

5D 4.25%

Buy Vol. 26,079,200

Sell Vol. 30,412,400

HPG

23,800

1D -1.24%

5D 0.21%

Buy Vol. 55,253,100

Sell Vol. 57,748,100

FPT: FPT Software (FPT Corporation) and NCS (a member of Singtel Group) signed a cooperation agreement to build and develop a strategic technology center in Vietnam, meeting the goal of expanding the development network, providing global technology service provider. This is also the company's third strategic technology center in Asia.

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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