Market Brief 30/09/2022 - Pinetree Securities
Market Brief 30/09/2022
Market brief September 30, 2022

Market Brief 30/09/2022

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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

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Ex-right date Sun, 11/27/22

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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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