Market Brief 3/11/2022
VIETNAM STOCK MARKET
VN-INDEX
1,019.81
1D -0.33%
YTD -31.93%
VN30
1,023.80
1D -0.13%
YTD -33.33%
HNX
210.74
1D -0.43%
YTD -55.54%
UPCOM
75.66
1D -0.46%
YTD -32.85%
Net Foreign buy (B)
251.36
1D 0.00%
YTD 0.00%
Total trading value (B)
8,732.72
1D -21.62%
YTD -71.90%
The market on November 3 was not too negative after the Fed's official decision to raise interest rates. The VN-Index dropped slightly, showing that investors sentiment has been adapted to the tightening monetary policy from the Fed. Notably, NVL stock closed at floor price, due to some doubts related to the same brand name "Nova Consumer".
ETF & DERIVATIVES
E1VFVN30
17,420
1D 0.17%
YTD -32.56%
FUEMAV30
12,100
1D 0.00%
YTD -33.11%
FUESSV30
12,640
1D 4.03%
YTD -33.47%
FUESSV50
14,920
1D -3.74%
YTD -34.85%
FUESSVFL
13,460
1D 1.20%
YTD -40.12%
FUEVFVND
22,200
1D 0.68%
YTD -20.86%
FUEVN100
13,010
1D 0.77%
YTD -39.43%
VN30F2303
991
1D -1.87%
YTD 0.00%
VN30F2212
997
1D -0.96%
YTD 0.00%
VN30F2211
1,000
1D -1.29%
YTD 0.00%
VN30F2210
1,001
1D -1.95%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,663.39
1D 0.00%
YTD -3.92%
Shanghai
2,997.81
1D -0.19%
YTD -17.64%
Kospi
2,329.17
1D -0.33%
YTD -21.78%
Hang Seng
15,339.49
1D -3.08%
YTD -34.44%
STI (Singapore)
3,102.51
1D -1.23%
YTD -0.68%
SET (Thái Lan)
1,625.62
1D 0.04%
YTD -1.93%
Brent oil ($/barrel)
95.01
1D -0.63%
YTD 24.20%
Gold ($/ounce)
1,622.85
1D -1.14%
YTD -10.87%
Asian stocks mostly fell on November 3, not out of the general decline of the global market after the decision from Fed. The Hang Seng Index fell more sharply as the Hong Kong monetary authority also raised the base interest rate for the sixth time this year, hours after the Fed boosted its rates by the same magnitude to tame severe inflation.
VIETNAM ECONOMY
Vnibor
7.12%
1D (bps) 42
YTD (bps) 631
Deposit interest 12M
7.40%
YTD (bps) 180
5 year-Gov. Bond
4.82%
YTD (bps) 381
10 year-Gov. Bond
4.87%
YTD (bps) 287
USD/VND
24,871
1D (%) 0.00%
YTD (%) 8.42%
EUR/VND
24,658
1D (%) -1.88%
YTD (%) -6.84%
CNY/VND
3,468
1D (%) -0.23%
YTD (%) -5.19%
The Fed raised interest rates by 0.75%, pushing US interest rates to highest level since January 2008. When the US Central Bank raises interest rates and the USD index increases, it will put pressure on other currencies in the world, including VND. Currently, the USD exchange rate in the global market is still volatile. As of 4:30 pm (Vietnam time), the Dollar Index (DXY) stood at 112.81, up 1.32%.
EVENT CALENDAR
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Ex-right date Mon, 11/25/24
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SELECTED NEWS
- SBV amends the regulations on special loans to the credit institutions placed under special control;
- The US may increase trade remedies defense merchandise of Vietnam;
- Vietnam gas station closures raise concerns of fuel supply crunch;
- BOE set to deliver biggest rate rise in 33 years;
- Inflation in UK shops rises to highest level on record;
- China property bonds are "no longer analyzable" as crisis grows;
VN30
BANK
VCB
73,000
1D -0.82%
5D 1.81%
Buy Vol. 1,153,316
Sell Vol. 1,175,985
BID
33,000
1D -2.08%
5D -2.65%
Buy Vol. 2,302,828
Sell Vol. 1,852,583
CTG
23,600
1D -1.67%
5D -1.46%
Buy Vol. 14,113,562
Sell Vol. 11,708,969
TCB
25,850
1D 2.58%
5D 13.13%
Buy Vol. 10,913,659
Sell Vol. 10,055,626
VPB
17,500
1D 0.00%
5D 5.74%
Buy Vol. 21,236,157
Sell Vol. 25,635,203
MBB
17,650
1D -1.40%
5D 0.86%
Buy Vol. 16,363,386
Sell Vol. 16,443,438
HDB
16,000
1D -2.74%
5D -3.61%
Buy Vol. 3,351,740
Sell Vol. 3,057,262
TPB
21,250
1D -1.39%
5D 1.19%
Buy Vol. 6,215,669
Sell Vol. 6,232,106
STB
17,250
1D 2.07%
5D 7.48%
Buy Vol. 44,875,657
Sell Vol. 31,940,337
VIB
20,300
1D -1.93%
5D 2.01%
Buy Vol. 8,137,836
Sell Vol. 6,849,728
ACB
21,350
1D -2.06%
5D -3.17%
Buy Vol. 5,240,594
Sell Vol. 5,188,956
Statistics from the financial statements of the banking industry in Q3/2022, as of September 30, 5 commercial banks have recorded equity of over VND100 trillion. Specifically, VCB has the highest equity in the system, reaching over VND128 trillion, an increase of more than VND19.2 trillion (17.6%) compared to the beginning of the year. The second in the list is TCB, whose equity increased to nearly VND110 trillion, up 17.2% compared to the beginning of the year. The list of banks with equity over VND100 trillion has just recorded 3 new members in Q3, including VPB, CTG and BID.
REAL ESTATE
NVL
64,400
1D -6.94%
5D -12.86%
Buy Vol. 1,049,506
Sell Vol. 2,082,726
KDH
23,050
1D 0.22%
5D 0.22%
Buy Vol. 1,841,679
Sell Vol. 1,703,995
PDR
40,300
1D -3.59%
5D -11.23%
Buy Vol. 2,457,689
Sell Vol. 2,984,480
KDH: In the evening of November 2, Khang Dien Group won the Vietnam National Brand Award 2022 organized by the Ministry of Industry and Trade.
OIL & GAS
GAS
111,400
1D 1.27%
5D 1.27%
Buy Vol. 276,419
Sell Vol. 582,553
POW
10,100
1D -0.98%
5D -2.88%
Buy Vol. 9,612,183
Sell Vol. 9,843,611
PLX
29,250
1D -0.17%
5D 0.52%
Buy Vol. 1,732,575
Sell Vol. 1,165,332
By the end of Q3/2022, the total inventory of PLX and PV Oil was more than VND18,200 billion, down VND8,700 billion compared to the end of Q2.
VINGROUP
VIC
55,100
1D -0.54%
5D 0.18%
Buy Vol. 1,639,480
Sell Vol. 1,425,410
VHM
45,000
1D 0.22%
5D 2.27%
Buy Vol. 3,207,322
Sell Vol. 3,929,392
VRE
26,000
1D 0.78%
5D 9.47%
Buy Vol. 1,036,267
Sell Vol. 1,079,428
VHM: Dream City and Dai An of VHM have paid a total of VND34,867 billion to the budget, accounting for nearly 80% of the land use fee of Hung Yen province collected by the end of August.
FOOD & BEVERAGE
VNM
80,000
1D 2.17%
5D 1.91%
Buy Vol. 2,586,205
Sell Vol. 2,949,482
MSN
85,400
1D 5.43%
5D 2.89%
Buy Vol. 1,418,677
Sell Vol. 1,309,146
SAB
182,000
1D -0.82%
5D -3.14%
Buy Vol. 110,676
Sell Vol. 145,473
VNM: Among the top 20 enterprises with the highest profit on the stock exchange, VNM is the only stock that recorded a 20% decrease in business results compared to the same period last year.
OTHERS
BVH
52,400
1D 0.77%
5D -1.13%
Buy Vol. 1,560,023
Sell Vol. 1,127,417
VJC
102,700
1D -2.19%
5D -4.91%
Buy Vol. 356,601
Sell Vol. 396,822
FPT
74,100
1D 0.14%
5D -2.24%
Buy Vol. 1,676,718
Sell Vol. 1,332,350
MWG
49,500
1D 3.13%
5D -7.13%
Buy Vol. 5,727,574
Sell Vol. 4,550,071
GVR
14,250
1D 0.35%
5D -1.04%
Buy Vol. 3,016,757
Sell Vol. 2,236,509
SSI
16,500
1D 0.00%
5D 4.10%
Buy Vol. 23,257,005
Sell Vol. 25,400,185
HPG
15,200
1D -0.98%
5D -12.64%
Buy Vol. 50,684,628
Sell Vol. 39,012,864
MWG: MWG released consolidated financial statements for the third quarter of 2022, recording a 31.6% increase in net revenue to VND32,012 billion and a 15.6% increase in net profit to VND906 billion. In the first 9 months, MWG's net revenue and net profit reached more than VND102 trillion, up 18.4% and VND3,481 billion, up 4.3% 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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