Morning brief 22/11/2022 - Pinetree Securities
Morning brief 22/11/2022
Morning brief November 22, 2022

Morning brief 22/11/2022

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Morning brief 22/11/2022

GLOBAL MARKET

DJI

33,700.28

1D -0.13%

YTD -7.41%

S&P500

3,949.94

1D -0.39%

YTD -17.34%

NASDAQ

11,024.51

1D -1.09%

YTD -29.97%

VIX

22.36

1D -3.29%

FTSE 100

7,376.85

1D -0.12%

YTD -0.35%

DAX

14,379.93

1D -0.36%

YTD -9.47%

CAC40

6,634.45

1D -0.15%

YTD -7.51%

Brent oil ($/barrel)

87.57

1D 0.86%

YTD 14.47%

Gold ($/ounce)

1,743.95

1D -0.21%

YTD -4.22%

US stocks fell on Monday's volatile session (November 21) to kick off a short trading week due to the Thanksgiving holiday. With the fear that China could tighten its Covid-19 lockdown policy again following news of the deaths, US energy and oil stocks decreased.

VIETNAM ECONOMY

Vnibor

5.60%

1D (bps) 37

YTD (bps) 479

Deposit interest 12M

7.40%

YTD (bps) 180

5 year-Gov. Bond

4.88%

1D (bps) -2

YTD (bps) 387

10 year-Gov. Bond

4.91%

YTD (bps) 291

USD/VND

24,858

1D (%) 0.00%

YTD (%) 8.36%

EUR/VND

26,156

1D (%) -0.65%

YTD (%) -1.18%

CNY/VND

3,537

1D (%) -0.08%

YTD (%) -3.31%

The troubled bond market is seen as the biggest obstacle in the next two years for both the real estate and banking sectors. The total number of bonds, after excluding the group of bank-issued bonds, currently in circulation is about VND945 trillion, of which 27% will mature in 2023 and 2024, and 12% will mature in 2025. Nearly a third of these bonds are on the bank's balance sheet.

VIETNAM STOCK MARKET

VN-INDEX

960.65

1D -0.90%

YTD -35.88%

VN30

956.89

1D -1.47%

YTD -37.69%

HNX

192.40

1D 0.80%

YTD -59.41%

UPCOM

67.64

1D 0.73%

YTD -39.97%

Net Foreign buy (B)

74.71

Total trading value (B)

9,960.33

1D -34.83%

YTD -67.94%

At the end of the session, proprietary traders net sold more than VND21 billion, mainly came from TCB (VND18.4 billion), VNM (VND14.3 billion), MSN (VND13.4 billion), VIC (VND13 billion). In contrast, HJS was mostly bought with about VND111 billion.

INTRADAY

VN30 (12M)

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Ex-right date Sun, 02/05/23

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