Market brief 03/10/2022 - Pinetree Securities
Market brief 03/10/2022
Market brief October 3, 2022

Market brief 03/10/2022

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Market brief 03/10/2022

VIETNAM STOCK MARKET

VN-INDEX

1,086.44

1D -4.03%

YTD -27.49%

VN30

1,102.00

1D -4.34%

YTD -28.24%

HNX

238.17

1D -4.83%

YTD -49.75%

UPCOM

82.76

1D -2.59%

YTD -26.55%

Net Foreign buy (B)

-519.54

1D 0.00%

YTD 0.00%

Total trading value (B)

13,200.14

1D -31.61%

YTD -57.52%

Stocks fell to the floor, VN-Index lost nearly 46 points. Total matched value reached 11,580 billion dong, down 23% compared to the previous session, of which, matched value on HoSE floor decreased by 22.8% and reached 10,066 billion dong. Foreign investors net sold more than 519 billion dong on HoSE in this session.

ETF & DERIVATIVES

E1VFVN30

18,800

1D -5.62%

YTD -27.22%

FUEMAV30

12,900

1D -6.11%

YTD -28.69%

FUESSV30

13,600

1D -23.64%

YTD -28.42%

FUESSV50

18,700

1D -1.58%

YTD -18.34%

FUESSVFL

14,500

1D -6.63%

YTD -35.50%

FUEVFVND

23,800

1D -6.67%

YTD -15.15%

FUEVN100

14,100

1D -6.00%

YTD -34.36%

VN30F2303

1,100

1D -4.26%

YTD 0.00%

VN30F2212

1,106

1D -3.78%

YTD 0.00%

VN30F2211

1,104

1D -3.92%

YTD 0.00%

VN30F2210

1,103

1D -3.95%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,204.43

1D 0.63%

YTD -8.99%

Shanghai

3,024.39

1D -0.55%

YTD -16.91%

Kospi

2,155.49

1D -0.71%

YTD -27.61%

Hang Seng

17,079.51

1D -0.50%

YTD -27.00%

STI (Singapore)

3,107.09

1D -0.26%

YTD -0.53%

SET (Thái Lan)

1,558.05

1D -2.16%

YTD -6.01%

Crude oil ($/barrel)

83.15

1D 2.14%

YTD 8.69%

Gold ($/ounce)

1,673.75

1D 0.10%

YTD -8.08%

Asian stocks mixed, Nikkei rose while Hang Seng hit 11-year low. The Nikkei 225 index rose 0.63%. In Hong Kong, the Hang Seng index fell 0.5%. Chinese stocks all fell with Shanghai down 0.55%. South Korean stocks fell 0.71%.

VIETNAM ECONOMY

Vnibor

4.93%

1D (bps) -19

YTD (bps) 412

Deposit interest 12M

5.60%

5 year-Gov. Bond

4.64%

1D (bps) 23

YTD (bps) 363

10 year-Gov. Bond

4.76%

1D (bps) 3

YTD (bps) 276

USD/VND

24,095

1D (%) 3.10%

YTD (%) 5.03%

EUR/VND

23,754

1D (%) -1.59%

YTD (%) -10.25%

CNY/VND

3,425

1D (%) 0.26%

YTD (%) -6.37%

In September 2022, seafood exports were estimated at over $850 million, 36% higher than the same period last year. However, this is the first time after 7 months, seafood exports fell below 900 million USD. By the end of the third quarter of 2022, Vietnam's seafood exports reached $8.5 billion, up 38% over the same period last year.

EVENT CALENDAR

M
T
W
T
F
S
S
21
22
23
24
25
26
27
Ex-right date Sun, 11/27/22

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

VN30

BANK

VCB

70,600

1D -3.55%

5D -5.87%

Buy Vol. 1,190,869

Sell Vol. 1,682,714

BID

31,550

1D -6.93%

5D -5.54%

Buy Vol. 2,166,417

Sell Vol. 2,488,975

CTG

21,600

1D -6.90%

5D -8.09%

Buy Vol. 7,772,536

Sell Vol. 8,158,387

TCB

30,250

1D -6.92%

5D -9.02%

Buy Vol. 7,411,473

Sell Vol. 8,497,905

VPB

17,000

1D -5.56%

5D -7.61%

Buy Vol. 30,024,778

Sell Vol. 31,530,278

MBB

18,700

1D -6.50%

5D -6.97%

Buy Vol. 13,302,998

Sell Vol. 13,602,214

HDB

18,400

1D -3.92%

5D -1.92%

Buy Vol. 2,103,126

Sell Vol. 2,162,787

TPB

23,850

1D -4.60%

5D -4.22%

Buy Vol. 2,215,057

Sell Vol. 2,560,353

STB

19,200

1D -6.80%

5D -6.34%

Buy Vol. 24,378,835

Sell Vol. 21,796,328

VIB

21,150

1D -3.86%

5D -6.21%

Buy Vol. 4,501,497

Sell Vol. 3,322,635

ACB

21,600

1D -2.70%

5D -2.70%

Buy Vol. 5,349,965

Sell Vol. 5,567,605

After 9 months, the total capitalization of the 20 largest enterprises in the market decreased by approximately 20% compared to the beginning of the year, corresponding to a decrease of 707,000 billion VND to 2.91 million billion VND. In general, by the end of September 2022, there is only one representative that has preserved the capitalization value of over 300,000 billion VND, namely Vietcombank.

REAL ESTATE

NVL

82,000

1D -3.42%

5D -2.96%

Buy Vol. 3,198,265

Sell Vol. 3,697,110

KDH

26,100

1D -6.95%

5D -11.82%

Buy Vol. 4,309,954

Sell Vol. 6,880,499

PDR

51,000

1D -0.20%

5D 1.19%

Buy Vol. 2,034,349

Sell Vol. 2,346,990

NVL: As of June 30, 2022, NVL poured up to VND72,671b into subsidiaries, 52 times larger in scale after 9 years. Number of subsidiaries and associates skyrocketed to 62 companies.

OIL & GAS

GAS

107,000

1D -2.73%

5D -5.81%

Buy Vol. 849,645

Sell Vol. 720,798

POW

11,500

1D -6.88%

5D -10.16%

Buy Vol. 15,872,919

Sell Vol. 18,418,652

PLX

32,350

1D -1.67%

5D -10.39%

Buy Vol. 2,762,588

Sell Vol. 2,379,399

POW: PV Power will contribute another 107 billion dong to increase capital for PV Power REC to 270 billion dong, to maintain 51% ownership in PV Power REC.

VINGROUP

VIC

55,500

1D 0.91%

5D -10.48%

Buy Vol. 1,956,912

Sell Vol. 2,263,831

VHM

50,400

1D -0.59%

5D -9.84%

Buy Vol. 5,848,520

Sell Vol. 5,487,479

VRE

26,100

1D -6.79%

5D -2.06%

Buy Vol. 2,105,112

Sell Vol. 3,169,556

VIC: On September 26, VinFast successfully issued VND300b bonds with a term of 36 months. Since the beginning of the year, VinFast has issued 7 lots of bonds with a value of about VND8,800b.

FOOD & BEVERAGE

VNM

71,000

1D -1.80%

5D -4.05%

Buy Vol. 2,805,928

Sell Vol. 3,449,521

MSN

94,000

1D -5.05%

5D -12.72%

Buy Vol. 1,164,144

Sell Vol. 1,135,567

SAB

182,200

1D -1.51%

5D -1.51%

Buy Vol. 173,568

Sell Vol. 147,654

SAB: is one of four representatives in the 20 largest enterprises in the market that recorded an increase in capitalization after 9 months with an increase of 23%, to VND 118,637 billion.

OTHERS

BVH

49,800

1D -6.92%

5D -13.99%

Buy Vol. 1,897,005

Sell Vol. 2,699,605

VJC

110,000

1D -0.81%

5D -0.09%

Buy Vol. 382,686

Sell Vol. 392,205

FPT

77,000

1D -4.35%

5D -5.52%

Buy Vol. 2,098,362

Sell Vol. 2,239,238

MWG

59,600

1D -6.88%

5D -12.35%

Buy Vol. 5,467,505

Sell Vol. 6,489,433

GVR

19,450

1D -6.94%

5D -15.43%

Buy Vol. 1,568,623

Sell Vol. 2,186,498

SSI

18,450

1D -6.82%

5D -5.38%

Buy Vol. 23,057,922

Sell Vol. 29,808,517

HPG

19,750

1D -6.84%

5D -11.83%

Buy Vol. 41,580,069

Sell Vol. 49,152,851

GVR: announced the closing of the right to pay dividends in 2021 in cash. The ex-rights date is October 12. Specifically, GVR will pay a cash dividend at the rate of 4.1%. Expected payment date is October 27. With 4 billion shares outstanding, it is estimated that GVR needs to spend VND 1,640 billion to pay dividends in 2021 to shareholders.

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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