Market Brief 16/11/2022
VIETNAM STOCK MARKET
VN-INDEX
942.90
1D 3.40%
YTD -37.07%
VN30
940.29
1D 3.93%
YTD -38.77%
HNX
183.45
1D 4.36%
YTD -61.30%
UPCOM
65.32
1D 3.19%
YTD -42.03%
Net Foreign buy (B)
690.97
1D 0.00%
YTD 0.00%
Total trading value (B)
16,367.43
1D 44.95%
YTD -47.32%
The market today recorded an emotional session, investors were dizzy with the market amplitude fluctuating between more than 70 points, from the deepest drop of nearly 40 points to an increase of 31 points at the end of the session. The liquidity was explosive, recording the highest trading volume since April.
ETF & DERIVATIVES
E1VFVN30
16,150
1D 5.56%
YTD -37.48%
FUEMAV30
11,050
1D 3.08%
YTD -38.92%
FUESSV30
11,290
1D 3.67%
YTD -40.58%
FUESSV50
12,200
1D 5.17%
YTD -46.72%
FUESSVFL
11,930
1D 6.61%
YTD -46.93%
FUEVFVND
20,300
1D 6.28%
YTD -27.63%
FUEVN100
11,920
1D -4.64%
YTD -44.51%
VN30F2303
935
1D 6.25%
YTD 0.00%
VN30F2212
939
1D 6.89%
YTD 0.00%
VN30F2211
949
1D 6.93%
YTD 0.00%
VN30F2210
958
1D 6.99%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
28,028.30
1D 0.14%
YTD -2.65%
Shanghai
3,119.98
1D -0.45%
YTD -14.28%
Kospi
2,477.45
1D -0.12%
YTD -16.80%
Hang Seng
18,256.48
1D -0.47%
YTD -21.97%
STI (Singapore)
3,266.17
1D -0.28%
YTD 4.56%
SET (Thái Lan)
1,619.98
1D -0.58%
YTD -2.27%
Brent oil ($/barrel)
94.37
1D 0.75%
YTD 23.36%
Gold ($/ounce)
1,786.75
1D 0.41%
YTD -1.87%
Asian stocks dropped on Wednesday after a blast in Poland that Ukraine and Polish authorities said was caused by a Russian-made missile. Worries over a potential ratcheting up of geopolitical tensions spurred index of Asia-Pacific shares fell. In addition, the struggling property sector weighed on the markets, with China's new home prices falling at their fastest pace in more than seven years in October, weighed down by COVID 19-related curbs and industry-wide problems.
VIETNAM ECONOMY
Vnibor
4.65%
1D (bps) 40
YTD (bps) 384
Deposit interest 12M
7.40%
YTD (bps) 180
5 year-Gov. Bond
4.92%
1D (bps) -1
YTD (bps) 391
10 year-Gov. Bond
4.92%
1D (bps) -8
YTD (bps) 292
USD/VND
24,861
1D (%) 0.00%
YTD (%) 8.37%
EUR/VND
26,556
1D (%) 0.77%
YTD (%) 0.33%
CNY/VND
3,570
1D (%) -0.47%
YTD (%) -2.41%
In the session on November 15, SBV reopened the bill issuance after nearly 2 weeks of pause. Specifically, SBV has successfully offered nearly VND20,000 billion of bills to 6 commercial banks, with an interest rate of 6%/year. Notably, this time the bill has a maturity of 28 days, much longer than the 14-day and 7-day maturities in the previous issuances.
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
- National power development plan VIII: Proposing to remove more than 1,600MW of solar power by 2030;
- The National Assembly stated 2 reasons for the delay in disbursement of public investment capital;
- The trade surplus is estimated at USD12-14 billion in 2022;
- UK inflation accelerates to 41-year high of 11.1%;
- China’s refunded more taxes in 2022 than last 3 years combined;
- Weak yen puts Japan’s economy into reverse in third quarter.
VN30
BANK
VCB
75,100
1D 0.13%
5D 1.49%
Buy Vol. 4,066,216
Sell Vol. 3,507,393
BID
35,700
1D 6.89%
5D -1.24%
Buy Vol. 3,566,778
Sell Vol. 2,474,893
CTG
24,800
1D 5.98%
5D 1.43%
Buy Vol. 20,593,676
Sell Vol. 22,171,494
TCB
22,100
1D 6.76%
5D -9.24%
Buy Vol. 25,027,486
Sell Vol. 22,747,409
VPB
15,500
1D 5.80%
5D -11.43%
Buy Vol. 39,252,889
Sell Vol. 44,699,216
MBB
15,100
1D 6.71%
5D -10.91%
Buy Vol. 46,018,558
Sell Vol. 31,960,086
HDB
14,900
1D 6.43%
5D 0.68%
Buy Vol. 6,704,881
Sell Vol. 6,106,547
TPB
20,850
1D 4.77%
5D 3.22%
Buy Vol. 9,639,069
Sell Vol. 10,589,777
STB
16,150
1D 6.95%
5D -0.62%
Buy Vol. 53,810,937
Sell Vol. 39,915,104
VIB
18,000
1D 5.88%
5D -2.17%
Buy Vol. 5,964,407
Sell Vol. 5,584,675
ACB
20,400
1D 6.81%
5D -1.69%
Buy Vol. 13,061,093
Sell Vol. 10,083,380
Deposit interest rates continued to increase and the credit room was almost full, which put great pressure on lending rates of banks. Specifically at ACB, the base interest rate of this bank was raised from 8% by 0.5% to 8.5%; SeABank is recording a base interest rate of 9.9%, up 0.3% from the previous month. At VPBank, mortgage lending interest rates for retail customers have also been raised. The lowest base interest rate is 9.7%/year for terms from 1-3 months (1-month interest adjustment period) and the highest is 11.7%/year for terms of more than 15 years (3 months interest adjustment period).
REAL ESTATE
NVL
33,750
1D -6.90%
5D -30.12%
Buy Vol. 176,947
Sell Vol. 62,919,461
KDH
20,250
1D 4.38%
5D -0.25%
Buy Vol. 5,538,302
Sell Vol. 6,166,681
PDR
21,150
1D -6.83%
5D -30.08%
Buy Vol. 99,614
Sell Vol. 145,420,369
PDR: PDR uses the ownership and exploitation rights of assets belonging to the "Cach mang thang Tam" 239 Project (HCMC) by AKYN as an investor to add collateral for bonds issuances in 2021/2022.
OIL & GAS
GAS
117,000
1D 4.93%
5D 0.52%
Buy Vol. 492,779
Sell Vol. 594,980
POW
10,100
1D 5.43%
5D -6.91%
Buy Vol. 17,084,782
Sell Vol. 19,505,802
PLX
26,000
1D 5.48%
5D -10.03%
Buy Vol. 3,170,529
Sell Vol. 3,475,658
The Ministry of Industry and Trade said that it will focus on directing petrol and oil wholesalers to fully supply gasoline to the market, ensuring that there is no shortage of petrol and oil.
VINGROUP
VIC
60,400
1D 5.96%
5D 12.48%
Buy Vol. 3,481,978
Sell Vol. 2,977,978
VHM
44,900
1D 3.46%
5D 0.79%
Buy Vol. 5,536,053
Sell Vol. 5,569,082
VRE
26,550
1D 6.41%
5D 4.53%
Buy Vol. 3,878,402
Sell Vol. 3,429,727
VIC: VIC had the strongest increase since the beginning of the month at 60,400 VND/share, leading to Mr.Pham Nhat Vuong's assets increasing to VND16,000 billion compared to November 10.
FOOD & BEVERAGE
VNM
74,500
1D -3.25%
5D -7.91%
Buy Vol. 4,805,356
Sell Vol. 5,932,823
MSN
90,900
1D 1.68%
5D 4.48%
Buy Vol. 1,816,704
Sell Vol. 1,771,930
SAB
180,800
1D -3.06%
5D -2.01%
Buy Vol. 354,312
Sell Vol. 348,267
VNM and SAB were the two stocks that fell in the VN30 today, while these are also the two stocks that have still maintained their upward momentum, since the beginning of June until now.
OTHERS
BVH
47,300
1D 6.77%
5D -7.80%
Buy Vol. 2,800,543
Sell Vol. 2,499,482
VJC
101,900
1D 0.10%
5D 1.29%
Buy Vol. 540,897
Sell Vol. 606,477
FPT
69,300
1D 5.16%
5D -6.35%
Buy Vol. 4,523,717
Sell Vol. 4,838,557
MWG
40,450
1D 6.87%
5D -11.10%
Buy Vol. 12,765,439
Sell Vol. 14,051,482
GVR
10,700
1D 7.00%
5D -19.55%
Buy Vol. 5,346,296
Sell Vol. 3,602,408
SSI
14,850
1D 6.83%
5D -0.34%
Buy Vol. 52,745,255
Sell Vol. 38,030,792
HPG
13,350
1D 6.80%
5D 2.69%
Buy Vol. 93,551,788
Sell Vol. 44,141,993
BVH: According to the Insurance Association of Vietnam in the first 9 months of 2022, total life insurance premium revenue is estimated at VND127,511 billion, up 16.2% over the same period in 2021. In which, Bao Viet ranks in the top 1 life insurance market share with the rate of 19.25%, premium revenue reached VND24,457 billion.
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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