Market Brief 28/11/2022
VIETNAM STOCK MARKET
VN-INDEX
1,005.69
1D 3.52%
YTD -32.88%
VN30
1,004.34
1D 3.81%
YTD -34.60%
HNX
204.06
1D 3.70%
YTD -56.95%
UPCOM
70.03
1D 2.37%
YTD -37.85%
Net Foreign buy (B)
1,700.90
1D 0.00%
YTD 0.00%
Total trading value (B)
17,295.25
1D 61.37%
YTD -44.34%
VN-Index regained the 1,000 point mark with green color spreading across all industry groups, liquidity improved with an increase of nearly 60% compared to November 25. There were 7 tickers hitting the ceiling price in the VN30 basket, especially NVL was "rescued" after 17 consecutive sessions of hitting the floor price.
ETF & DERIVATIVES
E1VFVN30
16,850
1D 2.68%
YTD -34.77%
FUEMAV30
11,830
1D 3.59%
YTD -34.60%
FUESSV30
11,920
1D 1.02%
YTD -37.26%
FUESSV50
13,900
1D 6.92%
YTD -39.30%
FUESSVFL
13,250
1D 3.19%
YTD -41.06%
FUEVFVND
21,700
1D 4.93%
YTD -22.64%
FUEVN100
12,500
1D 3.91%
YTD -41.81%
VN30F2306
988
1D 3.43%
YTD 0.00%
VN30F2303
983
1D 2.61%
YTD 0.00%
VN30F2301
989
1D 2.38%
YTD 0.00%
VN30F2212
994
1D 2.55%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
28,162.83
1D -0.42%
YTD -2.18%
Shanghai
3,078.55
1D -0.75%
YTD -15.42%
Kospi
2,408.27
1D -1.21%
YTD -19.12%
Hang Seng
17,297.94
1D -1.57%
YTD -26.07%
STI (Singapore)
3,240.06
1D -0.14%
YTD 3.73%
SET (Thái Lan)
1,616.91
1D -0.24%
YTD -2.46%
Brent oil ($/barrel)
81.06
1D -1.36%
YTD 5.96%
Gold ($/ounce)
1,763.25
1D 0.81%
YTD -3.16%
Chinese stocks on Monday saw the worst day in a month, as recent monetary-easing measures failed to offset investor worries about protests against strict COVID-19 curbs in the world's second-largest economy, while the onshore Yuan weakened as much as 1.1% at one point, the softest level since November 10.
VIETNAM ECONOMY
Vnibor
5.66%
1D (bps) -31
YTD (bps) 485
Deposit interest 12M
7.40%
YTD (bps) 180
5 year-Gov. Bond
4.90%
1D (bps) 2
YTD (bps) 389
10 year-Gov. Bond
4.83%
1D (bps) -8
YTD (bps) 283
USD/VND
24,850
1D (%) -0.01%
YTD (%) 8.33%
EUR/VND
26,372
1D (%) -0.66%
YTD (%) -0.36%
CNY/VND
3,513
1D (%) -0.37%
YTD (%) -3.96%
In the trading session of November 28, on the channel of pledging valuable papers (OMO), SBV provided more than VND6,000 billion for 5 commercial banks with an interest rate of 6%/year, with a term of 14 days.
EVENT CALENDAR
M
T
W
T
F
S
S
23
24
25
26
27
28
29
Ex-right date Sat, 12/28/24
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
- Prime Minister Pham Minh Chinh: Prioritize disbursement of public investment to develop HCMC;
- One field accounts for nearly 50% of Vietnam's total investment capital abroad in the first 11 months of 2022;
- Seafood enterprises lack orders: Cut costs, sell at a loss to reduce inventory;
- Black Friday online sales in the US hit a record;
- PBOC cuts reserve requirement ratio for second time this year;
- Putin's war leaves West more reliant than ever on Asian fuel.
VN30
BANK
VCB
76,700
1D 4.92%
5D 2.27%
Buy Vol. 2,505,107
Sell Vol. 1,971,812
BID
39,500
1D -1.25%
5D 11.27%
Buy Vol. 3,758,281
Sell Vol. 5,230,149
CTG
27,300
1D 5.81%
5D 13.28%
Buy Vol. 17,906,496
Sell Vol. 18,154,337
TCB
24,600
1D 6.96%
5D 10.56%
Buy Vol. 16,390,473
Sell Vol. 12,596,246
VPB
16,100
1D 3.87%
5D 3.87%
Buy Vol. 25,859,637
Sell Vol. 31,460,011
MBB
17,200
1D 6.17%
5D 9.55%
Buy Vol. 31,647,589
Sell Vol. 27,848,822
HDB
15,450
1D 3.34%
5D 4.39%
Buy Vol. 3,562,408
Sell Vol. 2,963,060
TPB
21,000
1D 3.45%
5D 1.94%
Buy Vol. 19,454,733
Sell Vol. 15,891,339
STB
19,700
1D 4.23%
5D 17.96%
Buy Vol. 44,654,651
Sell Vol. 41,121,661
VIB
19,050
1D 4.10%
5D 2.97%
Buy Vol. 9,301,572
Sell Vol. 9,440,589
ACB
22,250
1D 3.49%
5D 8.01%
Buy Vol. 9,139,914
Sell Vol. 8,005,672
CTG: Vietinbank announced the amendment of the issuance plan in 2022. According to the revised plan, VietinBank will issue a maximum of VND9,000 billion bonds instead of VND8,000 billion as previously planned, including VND3,500 billion bonds with 8-year term and VND5,500 billion bonds with 10-year term. These bonds will be issued in two phases: the first is VND5,000 billion and the second is VND4,000 billion.
REAL ESTATE
NVL
20,450
1D 0.00%
5D -24.95%
Buy Vol. 180,320,371
Sell Vol. 179,879,738
KDH
24,000
1D 6.90%
5D 7.14%
Buy Vol. 11,123,654
Sell Vol. 6,244,070
PDR
12,000
1D -6.98%
5D -29.82%
Buy Vol. 41,743,134
Sell Vol. 185,690,527
PDR: PDR fell more than 80% from the peak, Phat Dat explained for the 3rd time, giving two main reasons for the stock price continuously falling to the floor.
OIL & GAS
GAS
112,100
1D 6.97%
5D 0.72%
Buy Vol. 777,609
Sell Vol. 482,521
POW
11,300
1D 4.15%
5D 9.71%
Buy Vol. 27,229,379
Sell Vol. 24,826,575
PLX
29,350
1D 3.89%
5D 16.01%
Buy Vol. 2,466,208
Sell Vol. 1,968,690
PVN said that crude oil production is expected to reach 10.81 million tons in 2022, exceeding 24% of the year plan, approaching the implementation level in 2021.
VINGROUP
VIC
65,000
1D 0.00%
5D 1.56%
Buy Vol. 3,757,893
Sell Vol. 5,160,525
VHM
50,200
1D 6.81%
5D 6.92%
Buy Vol. 9,935,884
Sell Vol. 8,320,219
VRE
29,300
1D 6.93%
5D 11.41%
Buy Vol. 6,086,554
Sell Vol. 4,643,555
VIC: TCBS announced to complete the payment of interest and principal on the bond lot of VND2,280 billion of VinFast.
FOOD & BEVERAGE
VNM
81,700
1D -0.61%
5D 4.88%
Buy Vol. 3,276,923
Sell Vol. 5,250,237
MSN
97,200
1D 3.40%
5D 2.21%
Buy Vol. 2,755,767
Sell Vol. 2,677,819
SAB
177,100
1D -1.61%
5D -3.01%
Buy Vol. 484,516
Sell Vol. 488,376
MSN: On November 24, MSN successfully issued VND1,700 billion in bonds. This is a non-convertible, unwarranted and unsecured bond.
OTHERS
BVH
46,800
1D -0.21%
5D 4.61%
Buy Vol. 1,402,241
Sell Vol. 1,755,825
VJC
102,200
1D 0.20%
5D 1.59%
Buy Vol. 311,862
Sell Vol. 314,694
FPT
74,300
1D 3.19%
5D 5.99%
Buy Vol. 1,775,706
Sell Vol. 2,099,424
MWG
40,150
1D 6.22%
5D -1.23%
Buy Vol. 8,287,768
Sell Vol. 7,597,445
GVR
14,100
1D 4.44%
5D 8.46%
Buy Vol. 5,279,422
Sell Vol. 5,752,211
SSI
18,250
1D 6.73%
5D 13.35%
Buy Vol. 55,857,941
Sell Vol. 45,617,186
HPG
16,350
1D 6.86%
5D 9.36%
Buy Vol. 98,277,150
Sell Vol. 78,495,636
MWG: MWG will stop expanding the An Khang pharmacy chain in 2022, the current number of stores is 529. Currently, the average revenue of an An Khang store is VND350-400 million. If the average revenue is about VND450-500 million, the gross profit margin is 22%, along with the stable control of this business, the revenue of VND500 million will break even and even make a profit.
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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