Market Brief 01/12/2022 - Pinetree Securities
Market Brief 01/12/2022
Market brief December 1, 2022

Market Brief 01/12/2022

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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
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

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

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