Market Brief 19/10/2022 - Pinetree Securities
Market Brief 19/10/2022
Market brief October 19, 2022

Market Brief 19/10/2022

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Market Brief 19/10/2022

VIETNAM STOCK MARKET

VN-INDEX

1,060.07

1D -0.34%

YTD -29.25%

VN30

1,053.65

1D -0.51%

YTD -31.39%

HNX

227.90

1D -0.53%

YTD -51.92%

UPCOM

80.67

1D 0.44%

YTD -28.41%

Net Foreign buy (B)

-65.27

1D 0.00%

YTD 0.00%

Total trading value (B)

9,516.89

1D -20.10%

YTD -69.37%

The trading session on October 19, HOSE liquidity recorded the lowest value in nearly 2 years, the market was not too volatile. At the end of the session, VN-Index escaped from a deep decline thanks to the support of large-cap stocks with representatives of BVH, FPT, CTG, VIB, and VCB.

ETF & DERIVATIVES

E1VFVN30

18,010

1D 0.33%

YTD -30.27%

FUEMAV30

12,400

1D -0.24%

YTD -31.45%

FUESSV30

12,950

1D -1.75%

YTD -31.84%

FUESSV50

15,730

1D -1.38%

YTD -31.31%

FUESSVFL

13,300

1D -0.08%

YTD -40.84%

FUEVFVND

22,870

1D 0.31%

YTD -18.47%

FUEVN100

13,300

1D -2.21%

YTD -38.08%

VN30F2303

1,042

1D -0.57%

YTD 0.00%

VN30F2212

1,042

1D -0.39%

YTD 0.00%

VN30F2211

1,038

1D -0.66%

YTD 0.00%

VN30F2210

1,053

1D -0.46%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,257.38

1D -0.39%

YTD -5.33%

Shanghai

3,044.38

1D -1.18%

YTD -16.36%

Kospi

2,237.44

1D -1.25%

YTD -24.86%

Hang Seng

16,511.28

1D -2.31%

YTD -29.43%

STI (Singapore)

3,022.80

1D -0.10%

YTD -3.23%

SET (Thái Lan)

1,588.72

1D -0.10%

YTD -4.16%

Crude WTI oil ($/barrel)

82.78

1D -0.49%

YTD 8.21%

Gold ($/ounce)

1,637.45

1D -1.22%

YTD -10.07%

Red color covered most of Asian stock markets in the session of October 19. Japan's Nikkei 225 index fell 0.39% to 27,257.38 points. The Kospi index dropped 1.25% to 2,237.44 points. The Hang Seng Index had a rather negative session with a decrease of 2.31% to 16,511.28 points.

VIETNAM ECONOMY

Vnibor

4.10%

1D (bps) -82

YTD (bps) 329

Deposit interest 12M

6.60%

YTD (bps) 100

5 year-Gov. Bond

4.77%

1D (bps) -2

YTD (bps) 376

10 year-Gov. Bond

4.81%

1D (bps) -7

YTD (bps) 281

USD/VND

24,670

1D (%) 0.28%

YTD (%) 7.54%

EUR/VND

24,357

1D (%) -1.92%

YTD (%) -7.98%

CNY/VND

3,454

1D (%) -0.35%

YTD (%) -5.58%

The total volume of capital financing of the Government in 2022 is required to reach about VND 619,492 billion. In which, loans for government budget are VND 600,046 billion (reaching 92.8% of the estimate approved by the National Assembly); ODA loans, foreign preferential loans for on-lending to enterprises, public non-business units, and local governments is estimated at VND 19,446 billion (reaching 72.8% of the plan approved by the Prime Minister).

EVENT CALENDAR

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Ex-right date Thu, 07/25/24

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VN30

BANK

VCB

67,900

1D 0.30%

5D 6.09%

Buy Vol. 951,386

Sell Vol. 1,126,965

BID

33,000

1D 0.61%

5D 8.37%

Buy Vol. 1,343,953

Sell Vol. 1,792,481

CTG

23,200

1D 0.87%

5D 9.69%

Buy Vol. 6,663,489

Sell Vol. 8,486,686

TCB

25,200

1D -0.40%

5D 1.61%

Buy Vol. 8,301,697

Sell Vol. 8,219,618

VPB

15,950

1D 0.00%

5D -0.31%

Buy Vol. 14,694,589

Sell Vol. 16,063,434

MBB

17,500

1D -0.28%

5D 2.04%

Buy Vol. 12,969,573

Sell Vol. 12,588,676

HDB

16,700

1D -0.60%

5D -0.60%

Buy Vol. 1,953,882

Sell Vol. 2,114,463

TPB

20,550

1D -0.24%

5D 0.24%

Buy Vol. 2,693,333

Sell Vol. 3,110,194

STB

17,300

1D -2.26%

5D 2.06%

Buy Vol. 44,770,573

Sell Vol. 27,798,531

VIB

20,400

1D 2.26%

5D 4.08%

Buy Vol. 2,390,702

Sell Vol. 2,900,192

ACB

21,100

1D -1.40%

5D 12.83%

Buy Vol. 2,187,601

Sell Vol. 3,790,623

Banking stocks in the session of October 19 were under great selling pressure, 23/27 tickers declined at worst time. At the end of session, banking group narrowed the drop, shares of state-owned banks helped support the index. In general, banking stocks contributed 0.18 points to VN-Index. This contribution was mainly due to the growth of the trio of state-owned banks including CTG (0.9%), BID (0.6%) and VCB (0.3%). Banking stocks on HNX and UPCom market also contributed to the gain such as NAB (4.3%), VBB (3.2%), KLB (2.6%), SGB (2.5%), NVB (1.8%).

REAL ESTATE

NVL

75,000

1D -0.13%

5D -1.32%

Buy Vol. 1,418,398

Sell Vol. 1,936,517

KDH

25,850

1D -1.71%

5D -0.96%

Buy Vol. 1,449,775

Sell Vol. 1,746,936

PDR

49,500

1D -0.40%

5D 1.75%

Buy Vol. 2,021,742

Sell Vol. 2,306,721

Savills: 78% of the supply of villas/townhouses in HCMC is priced at over VND 18 bil. In Q4/2022, new supply is expected to be concentrated in Thu Duc (41%), Binh Chanh (23%), Binh Tan (10%).

OIL & GAS

GAS

109,100

1D -1.71%

5D 1.96%

Buy Vol. 866,142

Sell Vol. 1,125,268

POW

11,000

1D -0.90%

5D 3.77%

Buy Vol. 14,384,307

Sell Vol. 15,856,286

PLX

33,250

1D 0.00%

5D -1.92%

Buy Vol. 1,359,171

Sell Vol. 1,714,617

PLX: Vietnam National Petroleum Group approved the plan to transfer 100% of ownership in Dong Nai Fuel and Building Materials Joint Stock Company (BMF).

VINGROUP

VIC

58,500

1D 0.17%

5D -2.50%

Buy Vol. 1,514,351

Sell Vol. 1,583,570

VHM

50,000

1D -0.99%

5D -4.76%

Buy Vol. 2,416,749

Sell Vol. 2,800,515

VRE

25,200

1D -2.33%

5D 4.13%

Buy Vol. 1,166,063

Sell Vol. 1,632,368

VIC: VIC - TCB joint venture confirmed that the maximum total capital that can be arranged to participate in the Gia Nghia - Chon Thanh (Binh Phuoc) expressway project is VND 16,000 bil.

FOOD & BEVERAGE

VNM

76,600

1D 0.13%

5D 6.98%

Buy Vol. 1,962,657

Sell Vol. 2,679,052

MSN

80,000

1D -2.44%

5D -1.36%

Buy Vol. 1,984,838

Sell Vol. 2,375,275

SAB

190,900

1D 0.58%

5D 4.03%

Buy Vol. 181,637

Sell Vol. 196,572

Foreign investors net bought VNM in the session 19/10, the volume of VNM net bought reached more than 604 thousand shares with a net buying value of 46.23 bil dong.

OTHERS

BVH

51,200

1D 0.59%

5D 5.46%

Buy Vol. 1,269,385

Sell Vol. 1,265,110

VJC

109,100

1D 0.00%

5D 0.37%

Buy Vol. 255,732

Sell Vol. 342,563

FPT

75,500

1D 0.80%

5D 4.28%

Buy Vol. 1,800,705

Sell Vol. 2,148,762

MWG

59,000

1D 0.00%

5D 2.61%

Buy Vol. 2,595,551

Sell Vol. 3,225,282

GVR

16,550

1D -1.49%

5D 3.76%

Buy Vol. 2,449,942

Sell Vol. 2,350,674

SSI

17,650

1D -0.84%

5D 2.32%

Buy Vol. 26,328,348

Sell Vol. 25,596,085

HPG

18,400

1D -2.39%

5D -1.60%

Buy Vol. 41,004,478

Sell Vol. 31,076,026

FPT: FPT Corporation has just announced business results for the first 9 months of 2022, continuing to achieve a growth rate of over 20%, exceeding the plan set out at the beginning of the year. Accordingly, the total revenue of FPT in 9 months was 30,975 bil dong, up 24% compared to the same period in 2021. 9 months' profit after tax reached 4,856 bil dong, up 28% over the same period in 2021.

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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