Market Brief 1/11/2022
VIETNAM STOCK MARKET
VN-INDEX
1,033.75
1D 0.57%
YTD -31.00%
VN30
1,038.09
1D 1.10%
YTD -32.40%
HNX
212.36
1D 0.92%
YTD -55.20%
UPCOM
76.49
1D 0.26%
YTD -32.12%
Net Foreign buy (B)
-762.03
1D 0.00%
YTD 0.00%
Total trading value (B)
11,817.59
1D -5.65%
YTD -61.97%
The stock market had a positive session in terms of scores after the final financial reports of Q3/2022 were announced yesterday. Most of the third quarter business results of the banking industry were positive, of which 9 banks recorded growth rates greater than 50%, including 4 representatives from VN30 like ACB, BID, MBB and BID.
ETF & DERIVATIVES
E1VFVN30
17,520
1D -0.34%
YTD -32.17%
FUEMAV30
12,200
1D 2.95%
YTD -32.56%
FUESSV30
12,580
1D -2.56%
YTD -33.79%
FUESSV50
15,160
1D -3.99%
YTD -33.80%
FUESSVFL
13,500
1D 2.97%
YTD -39.95%
FUEVFVND
22,450
1D 0.90%
YTD -19.96%
FUEVN100
13,170
1D 0.69%
YTD -38.69%
VN30F2303
1,010
1D -0.01%
YTD 0.00%
VN30F2212
1,010
1D -0.36%
YTD 0.00%
VN30F2211
1,013
1D -0.29%
YTD 0.00%
VN30F2210
1,018
1D -0.59%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,678.92
1D 0.33%
YTD -3.86%
Shanghai
2,969.20
1D 2.62%
YTD -18.42%
Kospi
2,335.22
1D 1.81%
YTD -21.58%
Hang Seng
15,455.27
1D 5.23%
YTD -33.95%
STI (Singapore)
3,130.50
1D 1.21%
YTD 0.22%
SET (Thái Lan)
1,625.73
1D 1.05%
YTD -1.92%
Brent oil ($/barrel)
94.36
1D 1.90%
YTD 23.35%
Gold ($/ounce)
1,654.85
1D 1.13%
YTD -9.11%
China and Hong Kong stocks jumped on Tuesday after rumours based on an unverified note circulating on social media that China was planning a reopening from strict Covid curbs in March triggered a sharp rebound following last month's savage selling.
VIETNAM ECONOMY
Vnibor
6.12%
1D (bps) 89
YTD (bps) 531
Deposit interest 12M
7.40%
YTD (bps) 180
5 year-Gov. Bond
4.85%
1D (bps) 4
YTD (bps) 384
10 year-Gov. Bond
4.90%
1D (bps) 12
YTD (bps) 290
USD/VND
24,882
1D (%) 0.01%
YTD (%) 8.47%
EUR/VND
25,158
1D (%) -0.45%
YTD (%) -4.95%
CNY/VND
3,489
1D (%) 0.46%
YTD (%) -4.62%
The second interest rate hike (October 25) in a row within a month right before the US FOMC meeting this week shows the determination of SBV in reducing the risk of rising inflation. The consequence is a series of banks raced to raise deposit rates, especially many banks increased the ceiling of short-term deposit rates. State-owned banks also boosted 12-month savings interest rates to 7.4%/year, an increase of more than 1 percentage point.
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
- PMI in October staying above the 50-mark at 50.6, new orders and exports increased at the weakest rates in 13 months
- Vietnam’s seafood exports to the EU market are increasingly blurred and narrowed because of the IUU yellow card
- Gasoline prices increase for the third time in a row
- UK house prices fall the most since start of Covid pandemic
- Swiss National Bank loses nearly $143 billion in first nine months
- American companies increasingly look outside of China after Covid
VN30
BANK
VCB
75,000
1D 2.04%
5D 7.30%
Buy Vol. 1,093,219
Sell Vol. 1,240,765
BID
34,050
1D -1.45%
5D 8.79%
Buy Vol. 2,480,941
Sell Vol. 3,543,005
CTG
24,450
1D -0.61%
5D 8.91%
Buy Vol. 13,853,125
Sell Vol. 17,173,720
TCB
25,650
1D 4.27%
5D 20.42%
Buy Vol. 14,927,483
Sell Vol. 14,849,272
VPB
17,200
1D 5.20%
5D 11.33%
Buy Vol. 40,671,952
Sell Vol. 39,413,051
MBB
18,000
1D 1.69%
5D 9.76%
Buy Vol. 37,561,722
Sell Vol. 34,131,638
HDB
16,600
1D 1.22%
5D 3.75%
Buy Vol. 5,461,468
Sell Vol. 5,112,446
TPB
21,800
1D 5.31%
5D 8.19%
Buy Vol. 10,198,948
Sell Vol. 9,351,467
STB
16,900
1D 4.64%
5D 13.42%
Buy Vol. 50,533,497
Sell Vol. 46,009,349
VIB
20,150
1D 2.81%
5D 4.68%
Buy Vol. 7,640,189
Sell Vol. 7,233,286
ACB
22,450
1D 0.22%
5D 10.05%
Buy Vol. 4,641,436
Sell Vol. 6,266,725
STB: Sacombank reported profit before tax in Q3/2022, up 86% over the same period, earning more than VND 1,532 billion. Net interest income increased by 74%, earning nearly VND 5,762 billion. Non-interest income were also positive such as interest from services increased by 75%, reaching VND 1,031 billion; profit from foreign exchange increased by 46%, reaching 220 billion dong; profit from other activities increased 5% to 41 billion dong. Thus, compared with the target of VND 5,280 billion in pre-tax profit set for the whole year of 2022, Sacombank has achieved 84% after the first 9 months of the year.
REAL ESTATE
NVL
70,000
1D 0.00%
5D -6.67%
Buy Vol. 1,720,105
Sell Vol. 1,669,474
KDH
22,800
1D 0.44%
5D 8.57%
Buy Vol. 2,196,135
Sell Vol. 2,624,384
PDR
42,400
1D -2.97%
5D -9.21%
Buy Vol. 2,114,143
Sell Vol. 2,482,124
NVL: On September 30, NVL's loan and borrowing increased by 19% from the beginning of the year to VND 72 trillion (approximately USD 3 billion), equivalent to 27.7% of total assets.
OIL & GAS
GAS
110,000
1D -0.99%
5D 2.61%
Buy Vol. 683,669
Sell Vol. 1,091,716
POW
10,350
1D 0.00%
5D 3.81%
Buy Vol. 10,798,948
Sell Vol. 10,587,741
PLX
29,100
1D 2.11%
5D 3.93%
Buy Vol. 1,317,418
Sell Vol. 1,670,137
Expected operating capacity in 2023 of Dung Quat Oil Refinery is 103% with 300 days of operation (except for 50 days for the 5th overall maintenance and 15 days for backup).
VINGROUP
VIC
55,400
1D 0.00%
5D -1.25%
Buy Vol. 2,146,282
Sell Vol. 2,341,065
VHM
45,000
1D 0.00%
5D 0.90%
Buy Vol. 3,640,439
Sell Vol. 5,122,741
VRE
26,250
1D 6.71%
5D 14.13%
Buy Vol. 3,583,914
Sell Vol. 3,205,883
VIC: 9M/2022, real estate business accounted for the highest proportion of revenue (40%), contributing VND 25,700 billion to VIC. VinFast achieved 9,900 billion VND in revenue, ranked in the top 2.
FOOD & BEVERAGE
VNM
80,200
1D 2.17%
5D 5.53%
Buy Vol. 5,206,959
Sell Vol. 6,169,391
MSN
86,500
1D 1.17%
5D 15.33%
Buy Vol. 1,398,421
Sell Vol. 2,250,821
SAB
183,600
1D -0.92%
5D -2.24%
Buy Vol. 234,697
Sell Vol. 288,752
VNM: Forbes Vietnam announced Vinamilk leading the Top 25 food and beverage brands this year with a brand value of more than 2.3 billion USD, equivalent to 57.5 trillion VND.
OTHERS
BVH
53,000
1D 0.95%
5D 6.00%
Buy Vol. 2,008,847
Sell Vol. 1,914,046
VJC
106,300
1D -1.21%
5D -1.57%
Buy Vol. 200,709
Sell Vol. 299,170
FPT
75,500
1D -0.13%
5D 3.14%
Buy Vol. 901,862
Sell Vol. 1,537,562
MWG
50,100
1D -2.91%
5D -3.65%
Buy Vol. 3,617,360
Sell Vol. 4,346,744
GVR
14,500
1D 0.69%
5D 9.02%
Buy Vol. 2,486,085
Sell Vol. 2,677,316
SSI
16,950
1D 3.99%
5D 12.62%
Buy Vol. 37,874,577
Sell Vol. 39,601,515
HPG
15,000
1D -4.15%
5D -12.28%
Buy Vol. 158,808,548
Sell Vol. 121,612,593
HPG: In 9M/2022, Hoa Phat's total crude steel consumption reached more than 6 million tons, of which 3.46 million tons of construction steel and 2.04 million tons of HRC. Steel pipe and steel sheet output reached 577,000 and 249,000 tons, respectively. Meanwhile, the total construction steel output of steel industry increased by only 8% over the same period last year, Hoa Phat's construction steel output still increased by 24%.
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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