Market brief 11/08/2022 - Pinetree Securities
Market brief 11/08/2022
Market brief August 11, 2022

Market brief 11/08/2022

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Market brief 11/08/2022

VIETNAM STOCK MARKET

VN-INDEX

1,252.07

1D -0.35%

YTD -16.43%

VN30

1,272.33

1D -0.38%

YTD -17.15%

HNX

300.18

1D -1.11%

YTD -36.67%

UPCOM

92.72

1D -0.42%

YTD -17.71%

Net Foreign buy (B)

130.77

1D 0.00%

YTD 0.00%

Total trading value (B)

22,536.65

1D 31.18%

YTD -27.47%

At the end of the session, VN-Index dropped 4.43 points (-0.35%) to 1,252.07 points. Market liquidity increased sharply compared to the previous session. Total matched value reached VND20,884 billion, up 37% compared to the previous session, of which, matched value on HoSE increased by 36% to VND 17,258 billion. Foreign investors net bought about VND130.7 billion on HoSE.

ETF & DERIVATIVES

E1VFVN30

21,670

1D 0.46%

YTD -16.11%

FUEMAV30

15,060

1D -0.40%

YTD -16.75%

FUESSV30

16,080

1D -9.71%

YTD -15.37%

FUESSV50

18,200

1D -0.05%

YTD -20.52%

FUESSVFL

17,900

1D -0.50%

YTD -20.37%

FUEVFVND

26,650

1D -0.82%

YTD -4.99%

FUEVN100

16,490

1D -0.06%

YTD -23.23%

VN30F2303

1,253

1D -0.05%

YTD 0.00%

VN30F2212

1,260

1D 0.14%

YTD 0.00%

VN30F2209

1,266

1D -0.17%

YTD 0.00%

VN30F2208

1,268

1D -0.20%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,819.33

1D 0.00%

YTD -3.38%

Shanghai

3,281.67

1D 1.60%

YTD -9.84%

Kospi

2,523.78

1D 1.73%

YTD -15.24%

Hang Seng

20,082.43

1D 2.40%

YTD -14.17%

STI (Singapore)

3,298.92

1D 0.48%

YTD 5.61%

SET (Thái Lan)

1,617.97

1D 0.16%

YTD -2.39%

Crude oil ($/barrel)

92.72

1D 1.20%

YTD 21.20%

Gold ($/ounce)

1,805.10

1D -0.07%

YTD -0.86%

Asia - Pacific stocks all gained at the beginning of the session on August 11 after the July inflation report in the US. Korea's Kospi index rose 1.73%, the Hang Seng (Hong Kong) index increased 2.4%. Chinese stocks shared gains. The Shanghai Composite Index rose 1.6%. Japanese stocks closed for a holiday.

VIETNAM ECONOMY

Vnibor

4.29%

1D (bps) -13

YTD (bps) 348

Deposit interest 12M

5.60%

5 year-Gov. Bond

3.12%

1D (bps) -15

YTD (bps) 211

10 year-Gov. Bond

3.45%

1D (bps) -17

YTD (bps) 145

USD/VND

23,533

1D (%) 0.01%

YTD (%) 2.59%

EUR/VND

24,920

1D (%) 0.44%

YTD (%) -5.85%

CNY/VND

3,542

1D (%) -0.20%

YTD (%) -3.17%

According to the State Budget Department's report, the total state budget revenue in the first seven months of 2022 is estimated at 1,093.5 trillion VND, equaling 77.5% of the estimate, up 18.1% over the same period in 2021. In which, domestic revenue reached 74% of the estimate, up 15%; revenue from crude oil reached 152.5% of the estimate, up 91.6%; Balanced income from import-export activities reached 90.3% of the estimate, up 23.6%.

EVENT CALENDAR

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Ex-right date Tue, 10/04/22

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VN30

BANK

VCB

81,500

1D 1.24%

5D -1.21%

Buy Vol. 1,511,800

Sell Vol. 2,713,100

BID

38,300

1D -0.26%

5D -2.54%

Buy Vol. 2,557,300

Sell Vol. 3,868,900

CTG

28,500

1D 0.18%

5D -1.21%

Buy Vol. 6,410,200

Sell Vol. 9,257,000

TCB

38,500

1D -0.77%

5D 0.26%

Buy Vol. 7,318,400

Sell Vol. 10,314,800

VPB

29,600

1D -1.66%

5D 0.68%

Buy Vol. 21,426,700

Sell Vol. 27,900,700

MBB

26,800

1D -1.47%

5D -0.56%

Buy Vol. 15,393,300

Sell Vol. 19,847,300

HDB

25,300

1D 1.00%

5D 1.61%

Buy Vol. 6,247,700

Sell Vol. 8,117,900

TPB

28,500

1D 0.71%

5D -1.04%

Buy Vol. 4,137,500

Sell Vol. 5,984,100

STB

25,200

1D 1.20%

5D 0.00%

Buy Vol. 25,137,400

Sell Vol. 29,188,800

VIB

25,650

1D -1.35%

5D -1.72%

Buy Vol. 3,266,600

Sell Vol. 5,383,500

ACB

24,750

1D -0.40%

5D -1.00%

Buy Vol. 5,479,800

Sell Vol. 7,917,400

HDB: HDBank has just been approved by the State Bank (SBV) to increase its charter capital by a maximum of VND 5,030 billion by issuing more than 503 million shares to pay dividends in 2021, with a distribution rate of 25%, expected completed in the third quarter. When completing the issuance plan, HDBank's charter capital will increase from VND 20,273 billion to VND 25,303 billion. The additional charter capital is expected to be spent about VND 3,000 billion to supplement medium and long-term loans, the rest will supplement working capital for other activities.

REAL ESTATE

NVL

81,300

1D -2.28%

5D 3.57%

Buy Vol. 5,115,300

Sell Vol. 6,940,600

KDH

39,000

1D 0.65%

5D 0.00%

Buy Vol. 1,247,800

Sell Vol. 1,407,400

PDR

53,600

1D -0.19%

5D -0.74%

Buy Vol. 3,065,200

Sell Vol. 3,352,300

Novaland Group is present in the 'Top 50 Sustainable Development Enterprises 2022' at the Corporate Sustainability Awards 2022 program.

OIL & GAS

GAS

113,000

1D 1.89%

5D 3.67%

Buy Vol. 1,354,000

Sell Vol. 1,797,900

POW

13,800

1D -1.08%

5D 1.47%

Buy Vol. 25,378,000

Sell Vol. 37,402,400

PLX

41,850

1D -0.24%

5D -0.59%

Buy Vol. 2,182,200

Sell Vol. 2,843,000

GAS: PV Gas publicly auctioned more than 183.3 million shares held at PV Pipe with a starting price of nearly 8,200 VND/share.

VINGROUP

VIC

65,800

1D 1.54%

5D -0.90%

Buy Vol. 2,437,400

Sell Vol. 4,003,500

VHM

61,400

1D 0.16%

5D -2.54%

Buy Vol. 2,961,500

Sell Vol. 4,303,300

VRE

28,900

1D 1.76%

5D -0.34%

Buy Vol. 3,424,800

Sell Vol. 4,510,900

VHM: HCMC appears dense with images and information about Vinhomes Ocean Park 2 - The Empire, opening the journey to conquer the southern market of this great coastal city.

FOOD & BEVERAGE

VNM

71,100

1D -1.93%

5D -3.00%

Buy Vol. 5,128,200

Sell Vol. 7,125,900

MSN

106,800

1D 0.95%

5D -1.02%

Buy Vol. 1,093,100

Sell Vol. 1,615,100

SAB

182,000

1D 0.00%

5D -1.62%

Buy Vol. 378,200

Sell Vol. 304,800

MSN: Masan Group has more than 15,000 billion unsecured bond loans.

OTHERS

BVH

125,200

1D -0.16%

5D -3.10%

Buy Vol. 865,600

Sell Vol. 953,100

VJC

125,200

1D -0.16%

5D -3.10%

Buy Vol. 865,600

Sell Vol. 953,100

FPT

86,000

1D 0.00%

5D -0.12%

Buy Vol. 3,187,300

Sell Vol. 3,642,100

MWG

63,000

1D -0.94%

5D 0.48%

Buy Vol. 3,759,300

Sell Vol. 5,971,500

GVR

24,700

1D -1.40%

5D 0.41%

Buy Vol. 3,602,200

Sell Vol. 5,228,800

SSI

24,400

1D -0.61%

5D 3.61%

Buy Vol. 45,642,600

Sell Vol. 55,268,500

HPG

23,400

1D -1.68%

5D -1.06%

Buy Vol. 52,257,700

Sell Vol. 69,274,000

FPT: In the first 7 months of the year, the group's revenue reached VND 23,219 billion, profit before tax was VND4,242 billion, up 22.2% and 23.7% respectively over the same period last year. Profit after tax for shareholders of parent company is VND2,906 billion, up 30.1% and EPS is VND2,659. In July alone, FPT recorded VND3,390 billion in revenue, VND605 billion in pre-tax income; up 22% and nearly 23% respectively compared to July last year.

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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