Market Brief 30/09/2022
VIETNAM STOCK MARKET
VN-INDEX
1,132.11
1D 0.54%
YTD -24.44%
VN30
1,152.01
1D 0.40%
YTD -24.99%
HNX
250.25
1D 0.34%
YTD -47.20%
UPCOM
84.96
1D -0.31%
YTD -24.60%
Net Foreign buy (B)
179.04
1D 0.00%
YTD 0.00%
Total trading value (B)
19,249.69
1D 48.14%
YTD -38.05%
VN-Index ended a series of 5 losing sessions with a sharp improvement in liquidity when increasing by nearly 55% compared to September 29. Resonance from the drop of US stocks and profit-taking in the last session of the week, month and quarter made the market shake strongly and then suddenly reversed to recover at the end of the session
ETF & DERIVATIVES
E1VFVN30
19,920
1D 0.10%
YTD -22.88%
FUEMAV30
13,740
1D 1.40%
YTD -24.05%
FUESSV30
14,490
1D -18.64%
YTD -23.74%
FUESSV50
19,000
1D -0.05%
YTD -17.03%
FUESSVFL
15,530
1D -0.13%
YTD -30.92%
FUEVFVND
25,500
1D 3.16%
YTD -9.09%
FUEVN100
15,000
1D -0.33%
YTD -30.17%
VN30F2303
1,152
1D 0.25%
YTD 0.00%
VN30F2212
1,150
1D 0.02%
YTD 0.00%
VN30F2211
1,159
1D 0.87%
YTD 0.00%
VN30F2210
1,150
1D 0.17%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
25,937.21
1D -0.39%
YTD -9.91%
Shanghai
3,024.39
1D -0.55%
YTD -16.91%
Kospi
2,155.49
1D -0.71%
YTD -27.61%
Hang Seng
17,222.83
1D 0.33%
YTD -26.39%
STI (Singapore)
3,130.24
1D 0.49%
YTD 0.21%
SET (Thái Lan)
1,589.51
1D -0.18%
YTD -4.11%
Crude oil ($/barrel)
81.65
1D 0.29%
YTD 6.73%
Gold ($/ounce)
1,676.55
1D 0.27%
YTD -7.92%
Asia-Pacific stock markets fell sharply in the last trading session of the third quarter. In Japan, the Nikkei 225 index fell 0.39% to 25,937.21 points. South Korea's Kospi index fell 0.71% to 2,155.49. The Shanghai index fell 0.55% to 3,024.39 points. On the other hand, Hong Kong's Hang Seng index increased slightly by 0.33%
VIETNAM ECONOMY
Vnibor
4.98%
1D (bps) -14
YTD (bps) 417
Deposit interest 12M
5.60%
5 year-Gov. Bond
4.49%
1D (bps) 8
YTD (bps) 348
10 year-Gov. Bond
4.75%
1D (bps) 2
YTD (bps) 275
USD/VND
23,400
1D (%) 0.12%
YTD (%) 2.01%
EUR/VND
24,155
1D (%) 0.07%
YTD (%) -8.74%
CNY/VND
3,431
1D (%) 0.44%
YTD (%) -6.21%
On September 29, The Ministry of Finance announced the total state budget revenue in 9 months is estimated at 1,327.3 trillion VND, equal to 94% of the estimate. In 9M/2022, domestic revenue reached 88.9% of the estimate, an increase of 18.8% (excluding land use levy, lottery collection, capital recovery, dividends, profit, profit after tax and difference) revenue and expenditure of the State Bank, domestic tax and fee revenue reached 87.3% of the estimate, an increase of 15.3% over the same period)
EVENT CALENDAR
M
T
W
T
F
S
S
25
26
27
28
29
30
01
Ex-right date Mon, 11/25/24
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
No event for this day
No event for this day
SELECTED NEWS
- Export of agricultural products earned more than 40 billion USD in 9 months
- Investment capital for implementing FDI projects achieved the highest increase since the beginning of the year
- Vietnam's exports have now surpassed Malaysia and Thailand
- China's economy 'struggling' to recover
- Mortgage rates in the US rise to the highest level since 2008
- ECB considers further rate hikes in October and December
VN30
BANK
VCB
73,200
1D -1.08%
5D -3.56%
Buy Vol. 1,728,862
Sell Vol. 1,895,559
BID
33,900
1D 1.19%
5D -2.45%
Buy Vol. 3,114,559
Sell Vol. 2,664,144
CTG
23,200
1D 2.65%
5D -7.20%
Buy Vol. 9,673,181
Sell Vol. 8,114,085
TCB
32,500
1D -1.52%
5D -4.97%
Buy Vol. 6,925,150
Sell Vol. 6,986,368
VPB
18,000
1D 0.00%
5D -6.09%
Buy Vol. 23,751,568
Sell Vol. 24,506,188
MBB
20,000
1D 1.01%
5D -4.76%
Buy Vol. 12,961,922
Sell Vol. 10,996,498
HDB
19,150
1D 0.00%
5D -1.49%
Buy Vol. 3,012,167
Sell Vol. 3,654,330
TPB
25,000
1D 1.21%
5D -0.20%
Buy Vol. 2,780,613
Sell Vol. 3,250,794
STB
20,600
1D 4.57%
5D -3.96%
Buy Vol. 33,428,919
Sell Vol. 24,172,869
VIB
22,000
1D -0.68%
5D -1.35%
Buy Vol. 3,524,946
Sell Vol. 3,525,319
ACB
22,200
1D 0.91%
5D -1.77%
Buy Vol. 5,463,928
Sell Vol. 5,939,990
SBV has just sent a report to the Economic Committee of the National Assembly, specifying the direction of capital increase of commercial banks, especially with the "Big 4" due to the dominant ownership of the State. Regarding the increase of charter capital of BID, VCB, CTG, SBV has sent a written request to the Ministry of Finance to consider and comment on the distribution of profits in 2021 as a basis for submission to the competent authorities for consideration. Regarding capital increase for commercial banks: In 2022, SBV has approved in writing to increase charter capital for 15 commercial banks, in which, the increase in charter capital of these banks are mainly from the bank's equity
REAL ESTATE
NVL
84,900
1D 0.12%
5D 0.47%
Buy Vol. 5,375,011
Sell Vol. 7,254,561
KDH
28,050
1D -3.11%
5D -10.38%
Buy Vol. 6,815,832
Sell Vol. 6,553,729
PDR
51,100
1D 0.59%
5D 0.59%
Buy Vol. 2,117,933
Sell Vol. 2,335,949
In Q2/2022, the occupancy rate of southern industrial zones remained at 85%, showing that demand is still high. Rental prices hit a new peak of $125/m2/lease cycle, +10.7% compared to Q2/2021
OIL & GAS
GAS
110,000
1D 4.76%
5D -2.22%
Buy Vol. 1,357,505
Sell Vol. 1,281,555
POW
12,350
1D -1.59%
5D -7.84%
Buy Vol. 22,306,802
Sell Vol. 21,711,857
PLX
32,900
1D -4.22%
5D -11.56%
Buy Vol. 3,127,676
Sell Vol. 4,460,227
Oil prices fell on September 29 despite the news that some key OPEC+ countries have begun to discuss production cuts at a meeting on October 5
VINGROUP
VIC
55,000
1D 0.73%
5D -12.14%
Buy Vol. 2,438,616
Sell Vol. 2,435,996
VHM
50,700
1D -0.20%
5D -11.36%
Buy Vol. 7,537,274
Sell Vol. 5,948,615
VRE
28,000
1D 2.94%
5D -1.75%
Buy Vol. 2,527,565
Sell Vol. 4,652,526
VHM: On September 29, Vinhomes Joint Stock Company announced the transfer of all shares of subsidiaries to partners including: Ocean Blue Real Estate (R.E), Hai Dang (R.E), Truong Minh (R.E)
FOOD & BEVERAGE
VNM
72,300
1D -0.55%
5D -5.74%
Buy Vol. 3,574,325
Sell Vol. 3,682,943
MSN
99,000
1D -1.00%
5D -8.84%
Buy Vol. 1,356,233
Sell Vol. 1,575,214
SAB
185,000
1D 1.20%
5D -1.07%
Buy Vol. 238,451
Sell Vol. 161,343
SAB: SAB stock reversed spectacularly in the volatile session of September 30, from the session low of 178,000 dong, up 3.9% to 185,000 dong at the close of the session
OTHERS
BVH
110,900
1D 0.73%
5D -1.68%
Buy Vol. 677,347
Sell Vol. 602,408
VJC
110,900
1D 0.73%
5D -1.68%
Buy Vol. 677,347
Sell Vol. 602,408
FPT
80,500
1D 4.55%
5D -2.31%
Buy Vol. 4,093,734
Sell Vol. 3,395,170
MWG
64,000
1D 0.00%
5D -7.78%
Buy Vol. 6,333,469
Sell Vol. 6,888,640
GVR
20,900
1D 0.00%
5D -10.49%
Buy Vol. 3,330,338
Sell Vol. 3,690,964
SSI
19,800
1D 2.59%
5D -4.12%
Buy Vol. 34,943,697
Sell Vol. 33,736,359
HPG
21,200
1D -2.08%
5D -6.61%
Buy Vol. 36,014,328
Sell Vol. 34,814,896
FPT: FPT's technology division is developed by 4 subsidiaries: FPT Software, FPT IS, FPT Digital, and FPT Smart Cloud. In which, the technology sector contributes 57-58% of revenue and 44-45% of the group's profit. Software export is still the main source of revenue and profit for FPT's technology sector. The domestic information technology market recorded a breakthrough in 2021 thanks to digital transformation promoted strongly due to the epidemic
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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