Market Brief 28/09/2022 - Pinetree Securities
Market Brief 28/09/2022
Market brief September 28, 2022

Market Brief 28/09/2022

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Market Brief 28/09/2022

VIETNAM STOCK MARKET

VN-INDEX

1,143.62

1D -1.96%

YTD -23.67%

VN30

1,160.66

1D -1.84%

YTD -24.42%

HNX

252.35

1D -1.24%

YTD -46.76%

UPCOM

85.84

1D -1.00%

YTD -23.82%

Net Foreign buy (B)

-33.48

1D 0.00%

YTD 0.00%

Total trading value (B)

13,509.79

1D 6.09%

YTD -56.52%

The selling force of key stocks increased strongly in the afternoon session of September 28, causing the index to fall sharply towards the end of the session, VN-Index lost nearly 23 points to a 20-month low, causing the VN-Index to officially penetrate the bottom in June 2022. Liquidity remained at low level, showing a cautious sentiment in the face of world risks

ETF & DERIVATIVES

E1VFVN30

20,170

1D -0.30%

YTD -21.91%

FUEMAV30

13,760

1D -1.36%

YTD -23.94%

FUESSV30

14,250

1D -19.99%

YTD -25.00%

FUESSV50

18,400

1D -0.05%

YTD -19.65%

FUESSVFL

15,650

1D 0.00%

YTD -30.38%

FUEVFVND

24,770

1D -1.59%

YTD -11.69%

FUEVN100

15,010

1D -1.25%

YTD -30.12%

VN30F2303

1,156

1D -2.73%

YTD 0.00%

VN30F2212

1,158

1D -2.24%

YTD 0.00%

VN30F2211

1,163

1D -1.72%

YTD 0.00%

VN30F2210

1,165

1D -1.69%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,173.98

1D -0.74%

YTD -9.09%

Shanghai

3,045.07

1D -1.58%

YTD -16.34%

Kospi

2,169.29

1D -2.45%

YTD -27.15%

Hang Seng

17,250.88

1D -3.41%

YTD -26.27%

STI (Singapore)

3,116.31

1D -1.55%

YTD -0.24%

SET (Thái Lan)

1,599.23

1D -0.70%

YTD -3.52%

Crude oil ($/barrel)

79.18

1D 1.19%

YTD 3.50%

Gold ($/ounce)

1,635.60

1D 0.12%

YTD -10.17%

Asian stocks all dropped in the session of September 28 after yesterday's recovery session. In Japan, the Nikkei 225 index fell 0.74% to 26,173.98 points. South Korea's Kospi index fell 2.45% to 2,169.29. Hong Kong stocks fell the most in the region, with the Hang Seng index down 3.41% to 17,250.88 points

VIETNAM ECONOMY

Vnibor

5.12%

YTD (bps) 431

Deposit interest 12M

5.60%

5 year-Gov. Bond

4.28%

1D (bps) 15

YTD (bps) 327

10 year-Gov. Bond

4.71%

1D (bps) 15

YTD (bps) 271

USD/VND

23,923

1D (%) 0.16%

YTD (%) 4.29%

EUR/VND

23,431

1D (%) -0.33%

YTD (%) -11.47%

CNY/VND

3,353

1D (%) -0.74%

YTD (%) -8.34%

The USD Index, which measures the strength of the dollar, bounced near 109 points at the end of August, its highest level in two decades. Under pressure from the world USD price, the State Bank had to sell a large amount of foreign currencies by both spot and forward methods at the price range of 23,400 VND. The above data partly shows the State Bank's determination to keep the exchange rate stable, thereby keeping the VND interest rate gap lower than that of the USD

EVENT CALENDAR

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Ex-right date Sun, 11/27/22

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VN30

BANK

VCB

75,000

1D 0.94%

5D -4.94%

Buy Vol. 1,227,251

Sell Vol. 948,277

BID

33,500

1D -0.59%

5D -3.60%

Buy Vol. 1,543,911

Sell Vol. 1,545,707

CTG

23,300

1D -0.64%

5D -8.81%

Buy Vol. 5,398,997

Sell Vol. 4,674,868

TCB

33,250

1D -0.75%

5D -3.62%

Buy Vol. 4,549,846

Sell Vol. 3,665,279

VPB

18,500

1D 1.27%

5D -5.94%

Buy Vol. 14,920,022

Sell Vol. 16,124,519

MBB

19,950

1D -1.24%

5D -5.90%

Buy Vol. 7,557,895

Sell Vol. 6,079,031

HDB

19,150

1D -0.78%

5D -3.09%

Buy Vol. 1,761,890

Sell Vol. 1,949,704

TPB

24,650

1D -1.00%

5D -2.38%

Buy Vol. 2,259,233

Sell Vol. 2,164,808

STB

20,300

1D -0.98%

5D -6.67%

Buy Vol. 13,838,375

Sell Vol. 11,225,421

VIB

22,800

1D -1.94%

5D 3.64%

Buy Vol. 2,164,162

Sell Vol. 2,581,648

ACB

22,000

1D -1.79%

5D -2.65%

Buy Vol. 4,081,008

Sell Vol. 4,641,265

BID: BIDV announced the auction of collateral assets of Hong Phong Cement Joint Stock Company (UPCoM: LCC). The auctioned property is a cement factory with a capacity of 350,000 tons/year and all assets attached to land and infrastructure in Tenh Che village, Hong Phong commune, Cao Loc district, Lang Son province. BIDV said that the cement plant is currently in moderate operation, the land use right is leased by the State, paying the annual land rent and the land use term is until 2034 and 2036. The starting price offered by BIDV is 168.2 billion VND, deposit is 30 billion VND. The bank plans to hold an auction on October 6 in Lang Son city, Lang Son province

REAL ESTATE

NVL

84,200

1D -0.36%

5D -0.47%

Buy Vol. 2,935,217

Sell Vol. 4,117,884

KDH

29,400

1D 0.00%

5D -6.52%

Buy Vol. 3,527,563

Sell Vol. 2,465,799

PDR

50,300

1D 0.60%

5D -2.52%

Buy Vol. 1,565,923

Sell Vol. 1,866,270

PDR: Phat Dat is focusing resources to develop high-end resort real estate products in the period of 2022 - 2025, the total land bank PDR owns is more than 7,500 hectares in Q2/2022

OIL & GAS

GAS

104,000

1D -6.73%

5D -4.59%

Buy Vol. 915,318

Sell Vol. 1,278,452

POW

12,850

1D -0.77%

5D -4.46%

Buy Vol. 18,499,234

Sell Vol. 19,145,004

PLX

34,900

1D -1.41%

5D -7.92%

Buy Vol. 1,596,947

Sell Vol. 2,119,588

Oil prices rallied on September 27 from nine-month lows in the previous session, supported by supply disruptions in the US Gulf of Mexico region before Ian storm

VINGROUP

VIC

57,500

1D -5.74%

5D -8.87%

Buy Vol. 1,961,669

Sell Vol. 1,762,571

VHM

51,200

1D -5.36%

5D -12.18%

Buy Vol. 3,774,670

Sell Vol. 3,751,233

VRE

26,850

1D 0.75%

5D -6.12%

Buy Vol. 2,165,442

Sell Vol. 1,680,166

VIC: VinFast aims to be profitable within 3 years. VinFast said that there have been about 65,000 pre-orders for VF electric cars, VF8 and VF9 will arrive in the US and Europe before the end of 2022

FOOD & BEVERAGE

VNM

71,800

1D -0.83%

5D -6.63%

Buy Vol. 4,165,324

Sell Vol. 3,054,433

MSN

102,100

1D -5.20%

5D -8.84%

Buy Vol. 661,520

Sell Vol. 585,621

SAB

183,000

1D -1.24%

5D -2.66%

Buy Vol. 157,607

Sell Vol. 235,054

SAB: Through the annual press conference on September 27, CEO of ThaiBev Group called Sabeco a "jewel" and wanted SCIC to sell 36% of the shares it holds in SAB

OTHERS

BVH

110,100

1D -0.36%

5D -4.26%

Buy Vol. 523,680

Sell Vol. 701,404

VJC

110,100

1D -0.36%

5D -4.26%

Buy Vol. 523,680

Sell Vol. 701,404

FPT

78,000

1D -3.11%

5D -5.22%

Buy Vol. 3,094,021

Sell Vol. 3,133,862

MWG

65,000

1D -3.13%

5D -7.14%

Buy Vol. 4,362,921

Sell Vol. 5,544,095

GVR

22,200

1D -2.42%

5D -4.52%

Buy Vol. 2,220,415

Sell Vol. 2,572,930

SSI

19,750

1D 1.02%

5D -3.89%

Buy Vol. 26,592,403

Sell Vol. 26,930,532

HPG

21,800

1D -2.68%

5D -4.80%

Buy Vol. 23,028,573

Sell Vol. 23,677,216

FPT: FPT Semiconductor, a subsidiary of FPT Software under FPT Corporation, has officially launched the first line of microchips applied in Internet of Things (IoT) products for the medical field. In the next two years, FPT Semiconductor plans to supply 25 million chip units to the global market. At the same time, the company plans to bring to the market 7 more chip lines in 2023, serving a variety of different fields

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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