Market brief 25/11/2022 - Pinetree Securities
Market brief 25/11/2022
Market brief November 25, 2022

Market brief 25/11/2022

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Market brief 25/11/2022

VIETNAM STOCK MARKET

VN-INDEX

971.46

1D 2.51%

YTD -35.16%

VN30

967.49

1D 2.84%

YTD -37.00%

HNX

196.77

1D 2.90%

YTD -58.49%

UPCOM

68.41

1D 1.33%

YTD -39.29%

Net Foreign buy (B)

986.06

1D 0.00%

YTD 0.00%

Total trading value (B)

10,717.71

1D 14.95%

YTD -65.51%

VN-Index recovered strongly, foreign investors continued to buy more than VND1,000 billion of shares. VIC, BID and VHM were the most positive in today's session, contributing a total of more than 8 points to the market. In contrast, NVL, GAS, VHC,… are the most negative stocks.

ETF & DERIVATIVES

E1VFVN30

16,410

1D 2.43%

YTD -36.47%

FUEMAV30

11,420

1D 2.88%

YTD -36.87%

FUESSV30

11,800

1D 1.99%

YTD -37.89%

FUESSV50

13,000

1D 0.31%

YTD -43.23%

FUESSVFL

12,840

1D 4.14%

YTD -42.88%

FUEVFVND

20,680

1D 0.98%

YTD -26.27%

FUEVN100

12,030

1D 2.91%

YTD -43.99%

VN30F2306

955

1D 2.92%

YTD 0.00%

VN30F2303

958

1D 3.02%

YTD 0.00%

VN30F2301

966

1D 3.39%

YTD 0.00%

VN30F2212

969

1D 3.21%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,283.03

1D -0.35%

YTD -1.77%

Shanghai

3,101.69

1D 0.40%

YTD -14.78%

Kospi

2,437.86

1D -0.14%

YTD -18.13%

Hang Seng

17,573.58

1D -0.49%

YTD -24.89%

STI (Singapore)

3,244.55

1D -0.26%

YTD 3.87%

SET (Thái Lan)

1,620.84

1D -0.17%

YTD -2.22%

Brent oil ($/barrel)

86.75

1D 1.46%

YTD 13.40%

Gold ($/ounce)

1,751.65

1D -0.26%

YTD -3.80%

At the end of the session, Asian markets mostly dropped. Hong Kong-listed technology stocks led declines among Chinese shares as investors weighed recent gains against an upswing in Covid-19 infections.

VIETNAM ECONOMY

Vnibor

5.97%

1D (bps) 1

YTD (bps) 516

Deposit interest 12M

7.40%

YTD (bps) 180

5 year-Gov. Bond

4.88%

1D (bps) -3

YTD (bps) 387

10 year-Gov. Bond

4.91%

1D (bps) -7

YTD (bps) 291

USD/VND

24,852

1D (%) -0.01%

YTD (%) 8.33%

EUR/VND

26,546

1D (%) -0.15%

YTD (%) 0.29%

CNY/VND

3,526

1D (%) -0.45%

YTD (%) -3.61%

This morning, SBV continued to reduce the selling price of USD, from VND 24,850 to VND 24,840. This is the 3rd time SBV has reduced the USD selling rate this month, the 2 previous times both reduced by VND10 each. The decrease of USD exchange rate by SBV took place after two sharp increases in operating interest rates on September 23 and October 25, each increasing 1% per year.

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

73,100

1D 0.14%

5D -4.44%

Buy Vol. 2,211,529

Sell Vol. 2,655,050

BID

40,000

1D 5.26%

5D 11.27%

Buy Vol. 4,231,650

Sell Vol. 4,813,502

CTG

25,800

1D 4.88%

5D 4.45%

Buy Vol. 21,196,756

Sell Vol. 22,617,090

TCB

23,000

1D 3.84%

5D 1.32%

Buy Vol. 8,686,401

Sell Vol. 8,798,754

VPB

15,500

1D 2.65%

5D 0.00%

Buy Vol. 15,773,605

Sell Vol. 19,217,547

MBB

16,200

1D 3.18%

5D 3.18%

Buy Vol. 24,560,423

Sell Vol. 19,227,976

HDB

14,950

1D 1.01%

5D -0.33%

Buy Vol. 1,595,379

Sell Vol. 2,516,164

TPB

20,300

1D 1.50%

5D -1.46%

Buy Vol. 4,803,599

Sell Vol. 5,842,119

STB

18,900

1D 3.85%

5D 10.53%

Buy Vol. 48,147,749

Sell Vol. 42,100,323

VIB

18,300

1D 2.52%

5D -0.54%

Buy Vol. 5,476,393

Sell Vol. 5,474,458

ACB

21,500

1D 2.38%

5D 1.65%

Buy Vol. 4,969,899

Sell Vol. 5,965,615

VCB: On the evening of November 24, Vietcombank released information about the reduction of lending interest rate. Accordingly, this bank decided to reduce the interest rate up to 1%/year for VND loan to existing corporate and individual customers from November 1, 2022 to the end of the year.

REAL ESTATE

NVL

20,450

1D -6.83%

5D -30.09%

Buy Vol. 7,362,006

Sell Vol. 102,572,725

KDH

22,450

1D 6.90%

5D 1.58%

Buy Vol. 6,882,834

Sell Vol. 5,733,308

PDR

12,900

1D -6.86%

5D -29.70%

Buy Vol. 4,600,087

Sell Vol. 165,041,072

PDR: Phat Dat has just announced the finalization of the 9th issued bond in 2021 with total par value of VND150 billion.

OIL & GAS

GAS

104,800

1D -0.95%

5D -8.31%

Buy Vol. 716,103

Sell Vol. 658,121

POW

10,850

1D 2.36%

5D 7.43%

Buy Vol. 15,821,450

Sell Vol. 16,167,380

PLX

28,250

1D 2.73%

5D 12.55%

Buy Vol. 2,225,516

Sell Vol. 2,314,047

Despite forecasts of reduced demand due to the economic recession, crude oil price is considered to hardly fall when the freight cost between ports around the world increases.

VINGROUP

VIC

65,000

1D 6.56%

5D -0.91%

Buy Vol. 2,986,114

Sell Vol. 2,886,424

VHM

47,000

1D 4.44%

5D -2.08%

Buy Vol. 4,729,658

Sell Vol. 4,952,655

VRE

27,400

1D 1.11%

5D -0.72%

Buy Vol. 1,665,010

Sell Vol. 2,147,704

VIC: On the morning of November 25, Prime Minister Pham Minh Chinh attended the export ceremony of the first batch of 999 VF electric cars to the US market from MPC Port, Hai Phong.

FOOD & BEVERAGE

VNM

82,200

1D 1.23%

5D 6.75%

Buy Vol. 4,551,582

Sell Vol. 5,792,999

MSN

94,000

1D 5.62%

5D -1.26%

Buy Vol. 1,326,443

Sell Vol. 1,445,902

SAB

180,000

1D -0.28%

5D 0.45%

Buy Vol. 202,512

Sell Vol. 313,427

MSN: Masan has been in the top 15 for 3 years in "Listed companies with good financial management capacity".

OTHERS

BVH

46,900

1D 2.68%

5D 3.53%

Buy Vol. 1,230,589

Sell Vol. 932,637

VJC

102,000

1D 0.79%

5D -0.20%

Buy Vol. 325,195

Sell Vol. 372,366

FPT

72,000

1D 2.13%

5D 0.70%

Buy Vol. 1,849,772

Sell Vol. 2,452,099

MWG

37,800

1D 0.27%

5D -10.32%

Buy Vol. 6,275,208

Sell Vol. 4,639,301

GVR

13,500

1D 3.85%

5D 11.11%

Buy Vol. 4,201,713

Sell Vol. 4,155,590

SSI

17,100

1D 6.88%

5D 5.23%

Buy Vol. 42,210,186

Sell Vol. 37,055,450

HPG

15,300

1D 6.62%

5D 1.32%

Buy Vol. 45,962,959

Sell Vol. 44,187,522

FPT: According to 10-month business results announcement, despite the sharp decline of JPY, revenue from IT services for foreign markets still grew by 30% over the same period and accounting for 43.4% of the total revenue, equivalent to VND15,249 billion. The volume of new orders also increased sharply over the same period, reaching VND18,266 billion (up 40.5%).

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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