Market brief 24/11/2022 - Pinetree Securities
Market brief 24/11/2022
Market brief November 24, 2022

Market brief 24/11/2022

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Market brief 24/11/2022

VIETNAM STOCK MARKET

VN-INDEX

947.71

1D 0.18%

YTD -36.75%

VN30

940.76

1D 0.22%

YTD -38.74%

HNX

191.22

1D 0.12%

YTD -59.66%

UPCOM

67.51

1D -0.21%

YTD -40.09%

Net Foreign buy (B)

320.35

1D 0.00%

YTD 0.00%

Total trading value (B)

9,323.54

1D 4.79%

YTD -69.99%

VN-Index increased with low liquidity. VN30 basket recorded 18 gaining stocks, of which, STB, HPG, VRE, GVR, PLX, VNM, VIC all increased from 2% to 4% in value. In contrast, MWG, PDR, and NVL dropped at floor price. Besides, steel stocks were quite positive today.

ETF & DERIVATIVES

E1VFVN30

16,020

1D -0.25%

YTD -37.98%

FUEMAV30

11,100

1D 0.45%

YTD -38.64%

FUESSV30

11,570

1D 0.26%

YTD -39.11%

FUESSV50

12,960

1D 2.86%

YTD -43.41%

FUESSVFL

12,330

1D -0.08%

YTD -45.15%

FUEVFVND

20,480

1D 1.39%

YTD -26.99%

FUEVN100

11,690

1D -0.43%

YTD -45.58%

VN30F2306

928

1D 1.60%

YTD 0.00%

VN30F2303

930

1D 1.55%

YTD 0.00%

VN30F2301

934

1D 1.53%

YTD 0.00%

VN30F2212

939

1D 1.60%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,383.09

1D 0.95%

YTD -1.42%

Shanghai

3,089.31

1D -0.25%

YTD -15.12%

Kospi

2,441.33

1D 0.96%

YTD -18.01%

Hang Seng

17,660.90

1D 0.78%

YTD -24.52%

STI (Singapore)

3,252.88

1D -0.10%

YTD 4.14%

SET (Thái Lan)

1,623.61

1D -0.02%

YTD -2.05%

Brent oil ($/barrel)

85.21

1D 0.22%

YTD 11.39%

Gold ($/ounce)

1,756.60

1D 0.10%

YTD -3.53%

At the end of the session, Asian stocks mostly gained from positive information about the possibility of a slight reduction in interest rate hikes in the near future by FED. Only Shanghai Composite (China) dropped before the negative development of the Covid-19 epidemic recently.

VIETNAM ECONOMY

Vnibor

5.96%

1D (bps) 5

YTD (bps) 515

Deposit interest 12M

7.40%

YTD (bps) 180

5 year-Gov. Bond

4.91%

1D (bps) -1

YTD (bps) 390

10 year-Gov. Bond

4.99%

1D (bps) 3

YTD (bps) 299

USD/VND

24,855

1D (%) 0.00%

YTD (%) 8.35%

EUR/VND

26,605

1D (%) -0.05%

YTD (%) 0.52%

CNY/VND

3,552

1D (%) 0.34%

YTD (%) -2.90%

SBV has just announced information about the average deposit interest rate in VND of domestic commercial banks at 0.2-0.3%/year for deposit term of less than 1 month; 4.3-4.8%/year for deposit term from 1 month to less than 6 months; 5.4 -6.5%/year for deposit term from 6 months to 12 months; 5.6-6.8%/year for deposit term from over 12 months to 24 months and 6.2-6.7%/year for the term over 24 months.

EVENT CALENDAR

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T
W
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F
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30
31
01
02
03
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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

73,000

1D -0.68%

5D -4.58%

Buy Vol. 1,460,653

Sell Vol. 1,811,655

BID

38,000

1D 1.60%

5D 6.59%

Buy Vol. 2,929,055

Sell Vol. 4,034,902

CTG

24,600

1D 0.82%

5D -1.60%

Buy Vol. 8,178,039

Sell Vol. 8,122,832

TCB

22,150

1D 0.68%

5D -3.49%

Buy Vol. 6,699,217

Sell Vol. 6,418,781

VPB

15,100

1D 0.33%

5D -2.58%

Buy Vol. 17,488,219

Sell Vol. 19,369,134

MBB

15,700

1D 0.00%

5D 0.00%

Buy Vol. 12,505,160

Sell Vol. 13,798,318

HDB

14,800

1D 1.02%

5D -3.27%

Buy Vol. 1,600,733

Sell Vol. 2,597,971

TPB

20,000

1D 0.00%

5D -4.08%

Buy Vol. 7,022,006

Sell Vol. 7,355,274

STB

18,200

1D 4.00%

5D 5.81%

Buy Vol. 40,927,058

Sell Vol. 29,903,408

VIB

17,850

1D -0.28%

5D -3.25%

Buy Vol. 3,996,349

Sell Vol. 3,669,373

ACB

21,000

1D 1.69%

5D -0.24%

Buy Vol. 4,304,606

Sell Vol. 4,618,872

TCB: TCBS plans to offer 105 million shares to only Techcombank. The issuance price is expected to be 95,600 VND/share, and the total amount from the offering is more than VND10,038 billion. Completing the above private placement purchase, this Bank's ownership rate in TCBS will increase to 94,2035% of charter capital.

REAL ESTATE

NVL

21,950

1D -6.99%

5D -30.10%

Buy Vol. 3,281,020

Sell Vol. 107,153,635

KDH

21,000

1D -3.89%

5D -2.55%

Buy Vol. 4,864,667

Sell Vol. 5,851,387

PDR

13,850

1D -6.73%

5D -29.70%

Buy Vol. 345,670

Sell Vol. 174,225,620

NVL: Novaland will issue nearly 271 thousand NVL shares to convert for 5 bonds with par value of 200,000 USD, equivalent to total VND23 billion.

OIL & GAS

GAS

105,800

1D -2.22%

5D -11.61%

Buy Vol. 869,198

Sell Vol. 884,244

POW

10,600

1D 1.44%

5D 4.95%

Buy Vol. 15,077,386

Sell Vol. 14,047,709

PLX

27,500

1D 3.19%

5D 7.21%

Buy Vol. 2,102,097

Sell Vol. 2,276,888

The G7 is considering a ceiling price for Russian oil transported by sea in the range of 65-70 USD/barrel.

VINGROUP

VIC

61,000

1D 2.18%

5D -5.57%

Buy Vol. 1,703,044

Sell Vol. 1,420,069

VHM

45,000

1D 1.35%

5D -6.15%

Buy Vol. 2,266,873

Sell Vol. 2,470,250

VRE

27,100

1D 3.63%

5D -4.58%

Buy Vol. 1,960,698

Sell Vol. 2,062,603

VIC: VinFast announced a partnership with INFORM to monitor the condition of the vehicles from production to transportation, before officially handover to customers around the world.

FOOD & BEVERAGE

VNM

81,200

1D 2.27%

5D 6.84%

Buy Vol. 4,950,141

Sell Vol. 5,206,568

MSN

89,000

1D -4.20%

5D -8.25%

Buy Vol. 1,354,826

Sell Vol. 1,723,279

SAB

180,500

1D -0.82%

5D -1.37%

Buy Vol. 218,482

Sell Vol. 281,926

MSN: Techcombank will receive free transfer of all intellectual property rights to all T-Pay trademarks being used under the Masan registered name.

OTHERS

BVH

48,700

1D 0.10%

5D 2.74%

Buy Vol. 1,058,276

Sell Vol. 1,265,467

VJC

101,200

1D 0.80%

5D -0.88%

Buy Vol. 375,249

Sell Vol. 448,563

FPT

70,500

1D 0.00%

5D -0.70%

Buy Vol. 1,290,663

Sell Vol. 1,839,078

MWG

37,700

1D -6.91%

5D -9.81%

Buy Vol. 8,709,480

Sell Vol. 13,359,968

GVR

13,000

1D 3.59%

5D 14.04%

Buy Vol. 4,811,699

Sell Vol. 4,154,622

SSI

16,000

1D 1.27%

5D 1.27%

Buy Vol. 36,726,828

Sell Vol. 26,997,590

HPG

14,350

1D 3.99%

5D 0.70%

Buy Vol. 71,273,170

Sell Vol. 50,220,146

MWG: After 3 recovery sessions on November 16, 17 and 18, 2022, MWG stock suddenly dropped to the floor price today to VND37,700/share. After 9 months, the company has only achieved 73% of the revenue target and 55% of the annual profit plan. With the declining business result, the enterprise left open the possibility of completing the profit plan in 2022.

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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