Market Brief 2/11/2022
VIETNAM STOCK MARKET
VN-INDEX
1,023.19
1D -1.02%
YTD -31.71%
VN30
1,025.18
1D -1.24%
YTD -33.24%
HNX
211.66
1D -0.33%
YTD -55.35%
UPCOM
76.01
1D -0.63%
YTD -32.54%
Net Foreign buy (B)
-248.32
1D 0.00%
YTD 0.00%
Total trading value (B)
11,141.93
1D -5.72%
YTD -64.14%
The market on November 2 was not very positive, sellers actively dominated throughout the session, causing VN-Index to have 4 times to challenge 1,040 points, all of which failed. HPG recovered after 2 consecutive sessions of strong selling with a record auction volume, leading to a positive increase in most of the steel industry.
ETF & DERIVATIVES
E1VFVN30
17,390
1D -0.74%
YTD -32.68%
FUEMAV30
12,100
1D -0.82%
YTD -33.11%
FUESSV30
12,150
1D -3.42%
YTD -36.05%
FUESSV50
15,500
1D 2.24%
YTD -32.31%
FUESSVFL
13,300
1D -1.48%
YTD -40.84%
FUEVFVND
22,050
1D -1.78%
YTD -21.39%
FUEVN100
12,910
1D -1.97%
YTD -39.90%
VN30F2303
1,010
1D -0.01%
YTD 0.00%
VN30F2212
1,007
1D -0.33%
YTD 0.00%
VN30F2211
1,013
1D 0.04%
YTD 0.00%
VN30F2210
1,021
1D 0.29%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,663.39
1D -0.06%
YTD -3.92%
Shanghai
3,003.37
1D 1.15%
YTD -17.48%
Kospi
2,336.87
1D 0.07%
YTD -21.52%
Hang Seng
15,827.17
1D 2.41%
YTD -32.36%
STI (Singapore)
3,141.13
1D 0.34%
YTD 0.56%
SET (Thái Lan)
1,625.02
1D -0.04%
YTD -1.97%
Brent oil ($/barrel)
94.46
1D -0.92%
YTD 23.48%
Gold ($/ounce)
1,658.15
1D 0.36%
YTD -8.93%
Shares in the Asia-Pacific were mostly higher on Wednesday as investors brace for another likely 75-basis-point rate hike by the Federal Reserve. Hong Kong’s Hang Seng index was halted after gaining 2.41% to 15,827.17 in earlier trade, following the issuance of a Tropical Cyclone Warning Signal Number 8.
VIETNAM ECONOMY
Vnibor
6.70%
1D (bps) 58
YTD (bps) 589
Deposit interest 12M
7.40%
YTD (bps) 180
5 year-Gov. Bond
4.82%
1D (bps) -3
YTD (bps) 381
10 year-Gov. Bond
4.87%
1D (bps) -3
YTD (bps) 287
USD/VND
24,872
1D (%) 0.00%
YTD (%) 8.42%
EUR/VND
25,027
1D (%) -1.12%
YTD (%) -5.44%
CNY/VND
3,480
1D (%) -0.17%
YTD (%) -4.87%
Although SBV has raised interest rate twice within a month, the pressure in the last 2 months of the year remains, facing the news that interest rates may continue to increase from Fed. In Vietnam, SBV can increase the interest rate by 0.5-1% in the last 2 months as this is the most likely tool to ease exchange rate. Given the current liquidity of the banking system, it is not excluded that the Dong may depreciate by 10-15% in 2022.
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
- The government has just issued a new tax regulation;
- Real estate loans outstanding decreased by more than 7,000 billion VND;
- VASEP: Seafood exports can reach a record of more than 10 billion USD after 11 months;
- Korea's semiconductor output fell sharply in the third quarter of 2022;
- China to Keep Coal Price Cap in 2023 as Fuel Supply Fears Linger;
- Warren Buffett's Berkshire Hathaway has scored about a $13 billion gain on Chevron and Occidental;
VN30
BANK
VCB
73,600
1D -1.87%
5D 5.14%
Buy Vol. 1,862,237
Sell Vol. 1,936,583
BID
33,700
1D -1.03%
5D 6.31%
Buy Vol. 2,638,953
Sell Vol. 2,699,694
CTG
24,000
1D -1.84%
5D 7.14%
Buy Vol. 10,234,219
Sell Vol. 9,989,884
TCB
25,200
1D -1.75%
5D 17.76%
Buy Vol. 10,815,976
Sell Vol. 11,207,193
VPB
17,500
1D 1.74%
5D 12.54%
Buy Vol. 36,736,811
Sell Vol. 37,837,911
MBB
17,900
1D -0.56%
5D 9.15%
Buy Vol. 25,982,628
Sell Vol. 18,106,111
HDB
16,450
1D -0.90%
5D 3.13%
Buy Vol. 3,680,020
Sell Vol. 2,963,479
TPB
21,550
1D -1.15%
5D 7.75%
Buy Vol. 6,920,234
Sell Vol. 6,801,034
STB
16,900
1D 0.00%
5D 12.67%
Buy Vol. 44,306,211
Sell Vol. 36,771,208
VIB
20,700
1D 2.73%
5D 8.66%
Buy Vol. 18,146,418
Sell Vol. 13,148,322
ACB
21,800
1D -2.90%
5D 5.57%
Buy Vol. 5,389,608
Sell Vol. 5,626,307
SHB: 9M/2022, SHB earned more than VND9,035 billion in pre-tax profit, up 79% over the same period last year, thanks to a reduction in provision expense. In the first 9 months of 2022, SHB achieved nearly VND13,237 billion in net interest income, up 22% yoy. Interest from services also increased by 55% to nearly VND635 billion , thanks to 32% increase in payment income (VND390.9 billion) and 48% increase in agency service income (VND489.8 billion). Interest from other activities reached more than VND586 billion, nearly 11 times higher than the same period last year.
REAL ESTATE
NVL
69,200
1D -1.14%
5D -7.11%
Buy Vol. 2,491,991
Sell Vol. 2,322,521
KDH
23,000
1D 0.88%
5D 5.99%
Buy Vol. 2,679,386
Sell Vol. 2,109,579
PDR
41,800
1D -1.42%
5D -8.13%
Buy Vol. 3,539,518
Sell Vol. 4,134,362
30/06/2022, the outstanding loan for real estate business was VND 784,575 billion. As of August 31, it was VND 777,235 billion (decreased VND 7,340 billion).
OIL & GAS
GAS
110,000
1D 0.00%
5D 1.85%
Buy Vol. 832,538
Sell Vol. 1,148,364
POW
10,200
1D -1.45%
5D 2.00%
Buy Vol. 12,228,212
Sell Vol. 12,333,102
PLX
29,300
1D 0.69%
5D 5.59%
Buy Vol. 1,330,448
Sell Vol. 1,214,919
From November 1, the price of RON 95-III gasoline increased by 410 VND per liter to 22,750 VND. E5 RON 92 gasoline is also more increased by 380 dong, to 21,870 dong.
VINGROUP
VIC
55,400
1D 0.00%
5D 1.09%
Buy Vol. 2,194,872
Sell Vol. 2,048,015
VHM
44,900
1D -0.22%
5D 3.22%
Buy Vol. 3,386,835
Sell Vol. 4,391,252
VRE
25,800
1D -1.71%
5D 16.22%
Buy Vol. 2,149,114
Sell Vol. 2,955,113
VHM: In Q3/2022, VHM achieved a record profit of 14,500 billion, an increase of more than 27 times compared to Q2, thanks to the handover of 1,300 low-rise real estate at Vinhomes Ocean Park 2.
FOOD & BEVERAGE
VNM
78,300
1D -2.37%
5D 3.03%
Buy Vol. 2,925,180
Sell Vol. 3,312,534
MSN
81,000
1D -6.36%
5D 3.85%
Buy Vol. 1,664,036
Sell Vol. 2,177,270
SAB
183,500
1D -0.05%
5D -1.40%
Buy Vol. 275,820
Sell Vol. 245,488
MSN: In Q3, Masan's net revenue reached VND 19,523 billion, decreased by 17% yoy. Gross profit margin reached VND 5,424 billion, decreased by 11% yoy.
OTHERS
BVH
52,000
1D -1.89%
5D 1.56%
Buy Vol. 1,096,005
Sell Vol. 1,474,737
VJC
105,000
1D -1.22%
5D -2.33%
Buy Vol. 407,941
Sell Vol. 494,077
FPT
74,000
1D -1.99%
5D 0.27%
Buy Vol. 1,766,079
Sell Vol. 1,520,985
MWG
48,000
1D -4.19%
5D -7.51%
Buy Vol. 7,421,956
Sell Vol. 7,926,302
GVR
14,200
1D -2.07%
5D 5.19%
Buy Vol. 2,122,095
Sell Vol. 2,868,576
SSI
16,500
1D -2.65%
5D 11.11%
Buy Vol. 30,907,973
Sell Vol. 33,050,939
HPG
15,350
1D 2.33%
5D -9.17%
Buy Vol. 83,313,565
Sell Vol. 57,900,179
BVH: Despite gloomy of Q3 business result, BVH still lead the industry's profit with pre-tax profit of VND 503 billion (down 13% yoy), followed by PVI with VND 321 billion (down 25% yoy). In general, in Q3/2022, the business results of the insurance industry were not so positive. The reason in many insurance companies was the rapid increase in operating expenses over the same period.
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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