Market Brief 18/11/2022 - Pinetree Securities
Market Brief 18/11/2022
Market brief November 18, 2022

Market Brief 18/11/2022

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Market Brief 18/11/2022

VIETNAM STOCK MARKET

VN-INDEX

969.33

1D 0.01%

YTD -35.30%

VN30

971.20

1D 0.02%

YTD -36.76%

HNX

190.87

1D 1.60%

YTD -59.73%

UPCOM

67.15

1D 0.92%

YTD -40.41%

Net Foreign buy (B)

11.78

1D 0.00%

YTD 0.00%

Total trading value (B)

15,283.92

1D 21.28%

YTD -50.81%

The last session of the week closed without much volatility, the VN-Index at the deepest drop of nearly 3% but quickly rebalanced and closed with a slight gain. In the VN30 basket, the number of stocks increasing and the number of stocks falling is equal, notably that NVL and PDR remained at the floor since the beginning of the session.

ETF & DERIVATIVES

E1VFVN30

16,650

1D 0.85%

YTD -35.54%

FUEMAV30

11,420

1D -0.44%

YTD -36.87%

FUESSV30

11,730

1D -0.59%

YTD -38.26%

FUESSV50

11,510

1D -4.56%

YTD -49.74%

FUESSVFL

12,220

1D -2.32%

YTD -45.64%

FUEVFVND

21,050

1D -1.50%

YTD -24.96%

FUEVN100

11,990

1D -1.72%

YTD -44.18%

VN30F2303

954

1D 0.37%

YTD 0.00%

VN30F2212

955

1D 0.63%

YTD 0.00%

VN30F2211

960

1D -1.73%

YTD 0.00%

VN30F2210

963

1D -0.01%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,899.77

1D -0.11%

YTD -3.10%

Shanghai

3,097.24

1D -0.58%

YTD -14.91%

Kospi

2,444.48

1D 0.06%

YTD -17.91%

Hang Seng

17,992.54

1D -0.29%

YTD -23.10%

STI (Singapore)

3,272.23

1D -0.42%

YTD 4.76%

SET (Thái Lan)

1,617.38

1D 0.15%

YTD -2.43%

Brent oil ($/barrel)

89.96

1D -0.07%

YTD 17.59%

Gold ($/ounce)

1,766.65

1D 0.22%

YTD -2.97%

Asian stocks were in a cautious mood on Friday after U.S. Federal Reserve officials fired more warning shots on interest rates, while rising coronavirus cases in China and liquidity strains in its bond market added to uncertainty.

VIETNAM ECONOMY

Vnibor

5.23%

1D (bps) 60

YTD (bps) 442

Deposit interest 12M

7.40%

YTD (bps) 180

5 year-Gov. Bond

4.90%

1D (bps) 3

YTD (bps) 389

10 year-Gov. Bond

4.91%

1D (bps) 1

YTD (bps) 291

USD/VND

24,859

1D (%) 0.00%

YTD (%) 8.37%

EUR/VND

26,483

1D (%) 0.01%

YTD (%) 0.06%

CNY/VND

3,556

1D (%) 0.51%

YTD (%) -2.79%

The session of November 17 continued to witness the trend of net collection of liquidity of the State Bank of Vietnam in the interbank market. Specifically, SBV has successfully offered VND5,000 billion T-bills for two commercial banks, the winning interest rate dropped to 5.49%/year. With no old bills to mature, SBV net sold VND5,000 billion T-bills on November 17.

EVENT CALENDAR

M
T
W
T
F
S
S
30
31
01
02
03
04
05
Ex-right date Sun, 02/05/23

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

VN30

BANK

VCB

76,500

1D 0.00%

5D 1.32%

Buy Vol. 2,267,042

Sell Vol. 2,541,745

BID

35,950

1D 0.84%

5D -0.14%

Buy Vol. 3,333,712

Sell Vol. 3,066,582

CTG

24,700

1D -1.20%

5D 4.66%

Buy Vol. 19,882,974

Sell Vol. 22,652,421

TCB

22,700

1D -1.09%

5D -0.44%

Buy Vol. 13,145,766

Sell Vol. 12,035,717

VPB

15,500

1D 0.00%

5D -4.91%

Buy Vol. 28,604,456

Sell Vol. 28,066,547

MBB

15,700

1D 0.00%

5D -1.88%

Buy Vol. 23,728,373

Sell Vol. 25,266,152

HDB

15,000

1D -1.96%

5D 1.35%

Buy Vol. 4,553,297

Sell Vol. 6,158,429

TPB

20,600

1D -1.20%

5D 3.52%

Buy Vol. 3,890,712

Sell Vol. 4,252,896

STB

17,100

1D -0.58%

5D 9.62%

Buy Vol. 65,100,588

Sell Vol. 50,652,535

VIB

18,400

1D -0.27%

5D 5.14%

Buy Vol. 5,846,905

Sell Vol. 4,782,468

ACB

21,150

1D 0.48%

5D 1.68%

Buy Vol. 6,198,442

Sell Vol. 7,174,709

HDB: After signing an agreement with the Vietnam General Confederation of Labour to provide a VND10 trillion loan package to workers at industrial parks around the country, HDBank subsidiary HD SAISON Finance Company Limited has quickly deployed the funds to provide support to workers. So far workers in eight provinces and cities, including Dong Nai, Nghe An, Binh Duong, Long An, Da Nang, and HCM City have accessed the preferential loan package at half the market interest rate.

REAL ESTATE

NVL

29,250

1D -6.85%

5D -30.11%

Buy Vol. 1,272,841

Sell Vol. 87,946,068

KDH

22,100

1D 2.55%

5D 9.41%

Buy Vol. 6,866,595

Sell Vol. 5,795,174

PDR

18,350

1D -6.85%

5D -29.96%

Buy Vol. 198,429

Sell Vol. 175,309,585

PDR: On November 17, Phat Dat announced to continue adding collateral for the third time for the second bond issuance in 2021, while PDR fell to the floor for 11 consecutive sessions.

OIL & GAS

GAS

114,300

1D -4.51%

5D 0.35%

Buy Vol. 770,943

Sell Vol. 805,049

POW

10,100

1D 0.00%

5D -4.72%

Buy Vol. 15,265,628

Sell Vol. 18,959,160

PLX

25,100

1D -2.14%

5D -7.72%

Buy Vol. 2,012,765

Sell Vol. 2,437,004

PLX: SCIC in September 2022 issued a direction on maintaining the state ownership rate in PLX, specifically 75.87% of charter capital in the period 2021-2025.

VINGROUP

VIC

65,600

1D 1.55%

5D 20.81%

Buy Vol. 2,428,359

Sell Vol. 4,874,975

VHM

48,000

1D 0.10%

5D 8.72%

Buy Vol. 5,193,570

Sell Vol. 5,868,913

VRE

27,600

1D -2.82%

5D 9.09%

Buy Vol. 2,948,169

Sell Vol. 3,326,830

VIC: On November 17, VinFast received an order to supply more than 2,500 units for Autonomy - America's largest car rental service provider.

FOOD & BEVERAGE

VNM

77,000

1D 1.32%

5D -1.79%

Buy Vol. 3,410,015

Sell Vol. 3,889,717

MSN

95,200

1D -1.86%

5D 10.06%

Buy Vol. 1,459,586

Sell Vol. 1,756,441

SAB

179,200

1D -2.08%

5D -4.58%

Buy Vol. 419,873

Sell Vol. 422,435

MSN: Masan announced to adjust its 2022 after-tax profit plan to VND4,800-5,500 billion, 30%-35% lower than the profit target of VND6,900-8,500 billion set at the beginning of this year.

OTHERS

BVH

48,300

1D 1.90%

5D -1.43%

Buy Vol. 1,345,512

Sell Vol. 1,515,377

VJC

102,200

1D 0.10%

5D 0.89%

Buy Vol. 383,174

Sell Vol. 428,721

FPT

71,500

1D 0.70%

5D -1.79%

Buy Vol. 2,331,362

Sell Vol. 2,900,066

MWG

42,150

1D 0.84%

5D -1.98%

Buy Vol. 8,113,556

Sell Vol. 6,678,271

GVR

12,150

1D 6.58%

5D 5.19%

Buy Vol. 7,143,145

Sell Vol. 4,789,263

SSI

16,250

1D 2.85%

5D 15.25%

Buy Vol. 64,983,705

Sell Vol. 58,648,046

HPG

15,100

1D 5.96%

5D 22.76%

Buy Vol. 163,145,723

Sell Vol. 142,385,071

FPT: In the first 10 months of the year, technology continued to account for a large proportion, contributing 57% of FPT's revenue and 46% of pre-tax profit, equivalent to VND20,047 billion and VND2,970 billion. In which, the software export segment continued to grow with a revenue of VND15,249 billion, equivalent to an increase of 30%, contributed by the growth of the US market (up 46%) and the Asia Pacific (up 46.6%).

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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