Market Brief 01/12/2022
VIETNAM STOCK MARKET
VN-INDEX
1,036.28
1D -1.16%
YTD -30.84%
VN30
1,042.64
1D -0.63%
YTD -32.11%
HNX
211.00
1D 1.06%
YTD -55.48%
UPCOM
71.41
1D 0.76%
YTD -36.63%
Net Foreign buy (B)
1,057.15
1D 0.00%
YTD 0.00%
Total trading value (B)
24,342.72
1D 25.94%
YTD -21.66%
In the first trading session of December, VN-Index remained in green for most of the time but suddenly reversed at the end of the session, ending the market's 5 consecutive gaining sessions. With the same movement, profit-taking signal appeared in NVL when it gained more than 20% from the bottom after only 3 sessions.
ETF & DERIVATIVES
E1VFVN30
18,100
1D 1.69%
YTD -29.93%
FUEMAV30
12,400
1D 0.24%
YTD -31.45%
FUESSV30
13,400
1D 0.00%
YTD -29.47%
FUESSV50
14,060
1D -0.71%
YTD -38.60%
FUESSVFL
14,500
1D 4.02%
YTD -35.50%
FUEVFVND
22,590
1D -0.92%
YTD -19.47%
FUEVN100
13,080
1D -1.28%
YTD -39.11%
VN30F2306
1,020
1D 0.29%
YTD 0.00%
VN30F2303
1,021
1D 0.11%
YTD 0.00%
VN30F2301
1,028
1D 0.25%
YTD 0.00%
VN30F2212
1,029
1D 0.11%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
28,226.08
1D 0.92%
YTD -1.96%
Shanghai
3,165.47
1D 0.45%
YTD -13.03%
Kospi
2,479.84
1D 0.30%
YTD -16.72%
Hang Seng
18,736.44
1D 0.75%
YTD -19.92%
STI (Singapore)
3,292.73
1D 0.07%
YTD 5.41%
SET (Thailand)
1,648.44
1D 0.80%
YTD -0.55%
Brent oil ($/barrel)
86.81
1D -0.24%
YTD 13.48%
Gold ($/ounce)
1,793.05
1D 0.12%
YTD -1.52%
Global banks are turning bullish on South Korean shares, expecting a revival in semiconductors to drive a rally next year, while they see Japan's market as resilient thanks in part to its weak currency. Goldman Sachs says South Korean stocks are the bank's top "rebound candidate" for 2023 due to low valuations and as companies benefit from an expected recovery in Chinese demand.
VIETNAM ECONOMY
Vnibor
5.12%
1D (bps) 5
YTD (bps) 431
Deposit interest 12M
7.40%
YTD (bps) 180
5 year-Gov. Bond
4.90%
1D (bps) 8
YTD (bps) 389
10 year-Gov. Bond
4.93%
1D (bps) 12
YTD (bps) 293
USD/VND
24,645
1D (%) -0.60%
YTD (%) 7.43%
EUR/VND
26,297
1D (%) -0.58%
YTD (%) -0.65%
CNY/VND
3,523
1D (%) -0.56%
YTD (%) -3.69%
In the trading session of November 30, on the channel of pledging valuable papers (OMO), SBV provided more than VND11,000 billion for 10 commercial banks with an interest rate of 6%/year, with a term of 14 days.
EVENT CALENDAR
M
T
W
T
F
S
S
25
26
27
28
29
30
01
Ex-right date Mon, 11/25/24
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
- Manufacturing PMI fell to 47.4 in November 2022 from 50.6 in October;
- The People’s Council of Quang Binh province had a meeting with Dutch company to discuss the possibility of cooperation in a wind farm;
- Amending regulations on foreign investors buying shares of Vietnamese credit institutions;
- The Fed Chairman signaled that interest rate hikes would slow down in December;
- WSJ: Bypassing the sanctions gap, Russian oil is labeled Made in Italy and then exported smoothly to the US;
- Inflation in Europe cooled down faster than forecast.
VN30
BANK
VCB
80,000
1D -1.23%
5D 9.59%
Buy Vol. 1,901,205
Sell Vol. 1,998,664
BID
39,000
1D -5.11%
5D 2.63%
Buy Vol. 2,965,402
Sell Vol. 3,868,137
CTG
26,150
1D -4.04%
5D 6.30%
Buy Vol. 16,535,695
Sell Vol. 19,849,127
TCB
27,400
1D 5.79%
5D 23.70%
Buy Vol. 25,661,175
Sell Vol. 21,176,347
VPB
16,800
1D 0.00%
5D 11.26%
Buy Vol. 49,772,333
Sell Vol. 54,008,060
MBB
17,800
1D 2.30%
5D 13.38%
Buy Vol. 43,743,950
Sell Vol. 43,856,236
HDB
15,950
1D 2.57%
5D 7.77%
Buy Vol. 5,358,600
Sell Vol. 4,753,933
TPB
21,800
1D -0.91%
5D 9.00%
Buy Vol. 27,478,137
Sell Vol. 22,931,814
STB
19,500
1D -2.50%
5D 7.14%
Buy Vol. 82,736,447
Sell Vol. 60,747,315
VIB
20,000
1D -1.23%
5D 12.04%
Buy Vol. 14,235,483
Sell Vol. 15,241,323
ACB
22,500
1D 1.81%
5D 7.14%
Buy Vol. 13,002,770
Sell Vol. 10,468,485
HDB: CEO of HDBank registered to buy another 1 million HDB shares. This is the third time since the beginning of this year, Mr. Pham Quoc Thanh - General Director of HDBank has registered to buy HDB shares, which is expected to start from December 6, 2022. Previously in March 2022, Mr. Thanh completed buying 1 million shares of HDB and in November he continued to buy 659,700 shares, bringing the total number of shares owned to more than 1.9 million.
REAL ESTATE
NVL
23,350
1D 0.00%
5D 6.38%
Buy Vol. 120,810,249
Sell Vol. 102,904,474
KDH
27,200
1D -0.73%
5D 29.52%
Buy Vol. 9,305,223
Sell Vol. 8,799,243
PDR
14,600
1D 6.96%
5D 5.42%
Buy Vol. 118,889,482
Sell Vol. 42,718,973
NVL: On November 30, NovaGroup sold nearly 72 million shares of NVL in the first divestment session.
OIL & GAS
GAS
106,500
1D -3.36%
5D 0.66%
Buy Vol. 935,015
Sell Vol. 1,063,862
POW
11,200
1D -3.86%
5D 5.66%
Buy Vol. 25,116,456
Sell Vol. 27,861,311
PLX
31,000
1D 5.08%
5D 12.73%
Buy Vol. 2,661,143
Sell Vol. 2,310,772
From 3pm on December 1, E5 RON 92 gasoline decreased by 992 VND/liter, RON 95 gasoline decreased by 1,083 VND/liter.
VINGROUP
VIC
66,000
1D -5.17%
5D 8.20%
Buy Vol. 4,149,611
Sell Vol. 4,914,769
VHM
53,500
1D -1.83%
5D 18.89%
Buy Vol. 7,236,358
Sell Vol. 8,917,804
VRE
30,000
1D -1.80%
5D 10.70%
Buy Vol. 3,706,561
Sell Vol. 5,474,271
VRE: Vincom Retail plans to open 6 shopping malls in 2023, located in Ha Giang, Bac Giang, Dien Bien Phu, and Dong Ha.
FOOD & BEVERAGE
VNM
82,400
1D -0.48%
5D 1.48%
Buy Vol. 3,518,833
Sell Vol. 4,227,367
MSN
99,000
1D -2.94%
5D 11.24%
Buy Vol. 2,361,504
Sell Vol. 2,131,267
SAB
175,400
1D -2.56%
5D -2.83%
Buy Vol. 627,067
Sell Vol. 605,070
VNM: After nearly 2 years of operation, joint venture of Vinamilk and Kido (Vibev) has accumulated losses of nearly VND73 billion.
OTHERS
BVH
47,800
1D -1.34%
5D 4.65%
Buy Vol. 1,799,509
Sell Vol. 2,036,608
VJC
103,200
1D 0.19%
5D 1.98%
Buy Vol. 1,046,572
Sell Vol. 902,242
FPT
74,700
1D 0.13%
5D 5.96%
Buy Vol. 2,791,664
Sell Vol. 2,958,549
MWG
44,050
1D -0.11%
5D 16.84%
Buy Vol. 9,374,314
Sell Vol. 9,707,095
GVR
14,800
1D 4.23%
5D 13.85%
Buy Vol. 7,695,971
Sell Vol. 5,208,731
SSI
18,200
1D -5.45%
5D 13.75%
Buy Vol. 55,970,601
Sell Vol. 71,346,059
HPG
18,200
1D -1.09%
5D 26.83%
Buy Vol. 100,656,487
Sell Vol. 109,273,436
HPG: Hoa Phat has successfully produced steel grades to make car tires. Immediately after successfully producing new products, the company received orders of over 3,000 tons/month from partners.
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
Pinetree Securities Corporation
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