Market Brief 26/09/2022
VIETNAM STOCK MARKET
VN-INDEX
1,174.35
1D -2.40%
YTD -21.62%
VN30
1,187.22
1D -2.32%
YTD -22.69%
HNX
255.68
1D -3.31%
YTD -46.06%
UPCOM
86.68
1D -2.16%
YTD -23.07%
Net Foreign buy (B)
-555.11
1D 0.00%
YTD 0.00%
Total trading value (B)
20,089.27
1D 51.92%
YTD -35.35%
VN-Index continued the downward correction, a series of large-cap stocks were sold strongly today. Up to 27/30 stocks declined in the VN30 basket, of which 16 stocks fell below 2%. VIB and GAS recorded green color of about 1%, but the contribution to the market was not too significant. In the whole market, there were 874 stocks that decreased, of which 73 stocks fell in full range.
ETF & DERIVATIVES
E1VFVN30
20,270
1D -2.64%
YTD -21.53%
FUEMAV30
14,000
1D -2.71%
YTD -22.61%
FUESSV30
14,640
1D -17.80%
YTD -22.95%
FUESSV50
19,750
1D -0.75%
YTD -13.76%
FUESSVFL
15,410
1D -3.26%
YTD -31.45%
FUEVFVND
25,160
1D -2.10%
YTD -10.30%
FUEVN100
15,480
1D -1.78%
YTD -27.93%
VN30F2303
1,189
1D -2.03%
YTD 0.00%
VN30F2212
1,190
1D -1.35%
YTD 0.00%
VN30F2211
1,184
1D -1.70%
YTD 0.00%
VN30F2210
1,192
1D -1.49%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
26,431.55
1D -0.54%
YTD -8.20%
Shanghai
3,051.23
1D -1.20%
YTD -16.17%
Kospi
2,220.94
1D -3.02%
YTD -25.41%
Hang Seng
17,855.14
1D -0.44%
YTD -23.69%
STI (Singapore)
3,181.97
1D -1.55%
YTD 1.87%
SET (Thái Lan)
1,621.25
1D -0.74%
YTD -2.19%
Crude oil ($/barrel)
78.42
1D -0.81%
YTD 2.51%
Gold ($/ounce)
1,649.15
1D 0.28%
YTD -9.43%
Asian stocks continued to fall sharply as the negative sentiment still weighed on the market. In Japan, the Nikkei 225 index fell 0.54% to 26,431.55 points. In South Korea, the Kospi index fell 3.02% to 2,220.94 points. Hong Kong's Hang Seng Index lost 0.44% in last trading hour
VIETNAM ECONOMY
Vnibor
4.89%
1D (bps) 21
YTD (bps) 408
Deposit interest 12M
5.60%
5 year-Gov. Bond
4.03%
1D (bps) 15
YTD (bps) 302
10 year-Gov. Bond
4.36%
1D (bps) 12
YTD (bps) 236
USD/VND
23,861
1D (%) 0.03%
YTD (%) 4.01%
EUR/VND
23,609
1D (%) -0.32%
YTD (%) -10.80%
CNY/VND
3,381
1D (%) -0.47%
YTD (%) -7.57%
The remarkable reaction in the first session of the domestic market to receive the Fed's decision to raise interest rates was that the interbank rate closed up 43 dong compared to the last session of the previous week, at 23,712 dong/USD. On the morning of September 26, the central exchange rate continued to increase by 10 VND compared to the previous session, to 23,334 VND/USD. This is the third consecutive increase of the central rate
EVENT CALENDAR
M
T
W
T
F
S
S
23
24
25
26
27
28
29
Ex-right date Fri, 12/27/24
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
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No event for this day
SELECTED NEWS
- Disbursement of foreign investment capital continued to increase strongly, reaching 15.4 billion USD in 9 months
- 8M/2022, automobile import turnover reached 2.25 billion USD
- 9 months, disbursement of public investment is higher than the same period of more than 34,597 billion dong
- British Pound loses record value, towards parity with USD
- China establishes $4.2 billion fund to buy real estate
- The won has lost a record since the global financial crisis in 2009
VN30
BANK
VCB
75,000
1D -1.19%
5D -4.82%
Buy Vol. 1,961,200
Sell Vol. 2,257,600
BID
33,400
1D -3.88%
5D -2.34%
Buy Vol. 3,603,200
Sell Vol. 3,693,200
CTG
23,500
1D -6.00%
5D -7.84%
Buy Vol. 9,677,800
Sell Vol. 9,772,300
TCB
33,250
1D -2.78%
5D -5.14%
Buy Vol. 7,581,500
Sell Vol. 7,243,100
VPB
27,600
1D -4.00%
5D -7.69%
Buy Vol. 25,094,600
Sell Vol. 26,290,900
MBB
20,100
1D -4.29%
5D -4.29%
Buy Vol. 17,157,400
Sell Vol. 17,010,600
HDB
23,450
1D -3.50%
5D -4.29%
Buy Vol. 3,738,400
Sell Vol. 4,241,500
TPB
24,900
1D -0.60%
5D -0.40%
Buy Vol. 2,517,400
Sell Vol. 2,797,000
STB
20,500
1D -4.43%
5D -5.09%
Buy Vol. 26,891,700
Sell Vol. 24,240,300
VIB
22,550
1D 1.12%
5D 2.27%
Buy Vol. 4,802,500
Sell Vol. 4,235,600
ACB
22,200
1D -1.77%
5D -2.84%
Buy Vol. 7,746,900
Sell Vol. 6,873,000
Almost banking stocks have decreased compared to the beginning of the year. The market capitalization of the whole industry "evaporated" 363,744 billion dong (~15.6 billion USD) to less than 1.54 million billion dong, lower than the time when VN-Index bottomed (1,150 points) on July 6, 2022. CTG, VPB, VIB, TPB have all lost more than 1 billion USD in market capitalization since the beginning of the year, especially TCB's capitalization has decreased by nearly 2.4 billion USD. Most of the above stocks have dropped to the lowest level since the beginning of August 2022
REAL ESTATE
NVL
84,500
1D 0.00%
5D -0.59%
Buy Vol. 4,683,700
Sell Vol. 4,639,900
KDH
29,600
1D -5.43%
5D -12.04%
Buy Vol. 7,414,400
Sell Vol. 8,907,000
PDR
50,400
1D -0.79%
5D -1.18%
Buy Vol. 1,973,300
Sell Vol. 2,216,600
Real estate cash flow tends to return to the South. The level of interest in real estate in Ho Chi Minh City in 8M/2022 increased 17% over the same period in 2021, while this index of Hanoi was 4%
OIL & GAS
GAS
113,600
1D 0.98%
5D 5.19%
Buy Vol. 979,500
Sell Vol. 1,638,300
POW
12,800
1D -4.48%
5D -5.19%
Buy Vol. 32,339,400
Sell Vol. 32,698,400
PLX
36,100
1D -2.96%
5D -5.00%
Buy Vol. 2,617,500
Sell Vol. 2,415,600
The price of Brent oil futures for the November payment session fell 1.57% to 84.8 USD/barrel due to concerns about recession effects when banks around the world raised interest rates
VINGROUP
VIC
62,000
1D -0.96%
5D -1.43%
Buy Vol. 1,767,100
Sell Vol. 2,042,100
VHM
55,900
1D -2.27%
5D -4.28%
Buy Vol. 3,695,700
Sell Vol. 3,939,600
VRE
26,650
1D -6.49%
5D -8.42%
Buy Vol. 2,701,200
Sell Vol. 3,440,500
VIC: The Lithium battery factory with a total investment of more than 6,329b VND of Vingroup has been approved for investment policy in Vung Ang, is expected to complete construction in Q4/2023
FOOD & BEVERAGE
VNM
74,000
1D -3.52%
5D -1.60%
Buy Vol. 4,372,400
Sell Vol. 5,817,700
MSN
107,700
1D -0.83%
5D -4.27%
Buy Vol. 909,200
Sell Vol. 1,039,300
SAB
185,000
1D -1.07%
5D -0.16%
Buy Vol. 191,200
Sell Vol. 227,400
OTHERS
BVH
110,100
1D -2.39%
5D -4.26%
Buy Vol. 660,900
Sell Vol. 859,800
VJC
110,100
1D -2.39%
5D -4.26%
Buy Vol. 660,900
Sell Vol. 859,800
FPT
81,500
1D -1.09%
5D -1.93%
Buy Vol. 3,128,800
Sell Vol. 2,946,200
MWG
68,000
1D -2.02%
5D -3.55%
Buy Vol. 7,565,600
Sell Vol. 8,043,400
GVR
23,000
1D -1.50%
5D 0.44%
Buy Vol. 3,472,000
Sell Vol. 3,248,900
SSI
19,500
1D -5.57%
5D -2.01%
Buy Vol. 35,760,300
Sell Vol. 36,949,200
HPG
22,400
1D -1.32%
5D -1.10%
Buy Vol. 37,959,800
Sell Vol. 38,396,200
VJC: According the Civil Aviation Administration of Vietnam, in September 2022, the passenger transport volume of Vietnamese airlines reached 4.2 million passengers, down 14% compared to August 2022 but increasing 19.6% compared to September 2021. Vietjet Air operated 76,513 flights, the punctuality rate was 84.8%, down 8.1 points over the same period; 162 flights were canceled, accounting for 0.2%, down 0.57 points over the same period
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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