FIDES(VIETNAM) Market Statistics 10/10 – 14/10/2022

FIDES(VIETNAM) Market Statistics 10/10 – 14/10/2022

Market Summary
	Change	Trading Volume	Trading Value	Foreign net buy/sell
	(%)	Average daily trading volume (mil.shares)	Average daily trading value (mil.USD)	Net trading value (mil.USD)
HSX	2.50%	581.70	517.91	109.15
VN30	2.10%	191.71	197.55	47.77
HNX	0.80%	60.07	39.19	8.50
Upcom	0.23%	32.47	19.65	(3.55)

Source: Fiinpro

Sector Performance (HOSE + HNX, %)

Source: Fiinpro

Foreign Top buy/sell (HOSE + HNX, mil.USD)

Source: Fiinpro

News

Economy- Society

Standard Chartered Raises Vietnam’s 2022 GDP Growth Forecast to 7.5%

Standard Chartered Bank has raised its Vietnam GDP growth forecast for 2022 to 7.5% from the previous 6.7% and for 2023 to 7.2% from 7.0% to reflect robust Q3 growth of 13.7% yoy, implying that Q4/2022 growth is anticipated at 4.0%.
While the bank lowered its inflation forecast for 2022 to 3.3% from 4.2%, it expected an acceleration in Q4/2022 to 5.0% from 3.3% in Q3/2022.
Standard Chartered Bank expects the VND’s depreciation pace to slow down in the coming months.

Company- Sector

VN Diamond ETF

On 17 Oct 2022, HoSE will announce the composition of the VNDiamond Index basket, the new index will take effect from 7 Nov 2022. The DCVFMVN Diamond ETF is tracking the VN Diamond Index as benchmark.
- HSC forecasts that around 2.5 million NLG shares will be added and around 0.6 mn TCM shares will be excluded.
- VND expects that 5.46 million NLG share will be added and TCM is still in the washout list.
- BSC expects that 1.4 million DGW shares will be added and 492,000 TCM shares will be excluded for not qualifying/meeting the capitalization criteria.

Brokerage:

There were 102,144 retail accounts opened in September 2022 (-10.96% yoy and -32.98% mom). (Source: VSD)

Real Estate

Ms. Truong My Lan, Chairwoman of Van Thinh Phat Group JSC and 3 accomplices, were arrested for allegedly cheating in the issuance and trading of bonds worth billion USD. Van Thinh Phat Group and its subsidiaries (total charter capital of more than $1.3 bn) are owners of prime real estate project such as: Union Square, Time Square, Duxton (Dist. 1), Thuan Kieu Plaza (Dist.5), Sherwood Residence (Dist.3).

BIC (BIDV Insurance Corp.)

9M2022, revenues of $112.9 mn (+27.6% yoy), PAT of $10.4 mn (-12.9% yoy).

POW (PetroVietnam Power Corp.)

In Sep 2022, electricity sales volume reached 1.01 billion kWh (+2.5x yoy) thanks to the low base caused by Vung Ang 1 plant incident in Sep 2021. Revenue of $79.26 mn (+2.1x yoy).
9M2022, electricity sales volume reached 10.14 billion kWh (-16.89% yoy, completed 73% target year) and revenue of $902.96 mn (+0.3% yoy, completed 85.7% target year). (Source: POW).

OIL (PetroVietnam Oil Corp.)

Q3/2022 estimated results: revenue of $992.83 mn (+81% yoy) and 9M22 revenue of $3.33 bn (+2x yoy, completed 170% target year).

PVT (Petrovietnam Transportation Corp.)

Q3/2022 preliminary, revenue of $105.3 mn (+44.4% yoy) and PBT of $12.87 mn (+41% yoy).
9M2022, revenue of 291.3 mn (+26.71% yoy) and PBT of $36.96 mn (+10.88% yoy).
PVT will book $9.78 mn income from the Athena crude tanker liquidation in Q4/2022.

VHC (Vinh Hoan Corp.)

In Sep 2022, revenue of $39.9 mn (+39.4% yoy), of which: pangasius sales increased by 14.6% yoy, by-products sales increased by 61.7% yoy and Collagen & gelatin sales decreased by 50% yoy. EU revenue were the strongest in Sep, increasing by 23% yoy while US decreased by 7% yoy and China decreased by 4% yoy
9M2022: revenue of $473.1 mn (+71.6% yoy), of which: pangasius products ($307.5 mn, +67.6% yoy), by-products ($79.4 mn, +54.9% yoy), collagen & gelatin ($27.7 mn, +33.5% yoy). By market: US ($217.3 mn, +93.7% yoy), EU ($59.8 mn, +25.5% yoy) and China ($49.2 mn, +23.5% yoy). (Source: VHC)
Interim dividend 2022: 20% cash. Ex-date: 20 Oct 2022. Payment date: 28 Oct 2022. (Source: VHC)

VGC (Viglacera Corporation – JSC)

Q3/2022 estimated results: PBT of $13.76 mn (+23.3% yoy) and 9M2022 PBT of $89.43 mn (+97% yoy, completed 121% target year). (Source: VGC)

CTR (Viettel Construction JSC)

9M2022: revenue of $297.32 mn (+24.9% yoy, completed 79.6% target year 2022) and PBT of $17.42 mn (+28.5% yoy, completed 77.4% target year 2022).
Revenue growth was led by robust results of construction ($84 mn, +71.3% yoy, accounting for 28% revenue), Telecom infrastructure operation ($166.67 mn, +18.63% yoy, accounting for 56% revenue), telecom infrastructure leasing (+58.5% yoy, accounting for 3% revenue). Revenue from the integrated solutions segment decreased by 19.7% (accounting for 10% revenue).
CTR owns 3,949 towers and tenancy rate remains at 1.03 at the end of Sep 2022. (Source: CTR)

VCS (Vicostone JSC)

Q3/2022 estimated results: revenue of $47.52 mn (-43% yoy) and PAT of $8.7 mn (-59% yoy).
9M2022: revenue of $192.65 mn (-14.69% yoy, completed 53% target year), PBT of $48.65 mn (-27.44% yoy, completed 46% target year) and PAT of $ 40.91 mn (-27.88% yoy). (Source: VCS)

TNG (TNG Investment and Trading JSC)

Q3/2022, revenue of $87.74 mn (+ 18% yoy). In which, export revenue accounted for 97% with $85.4 mn, mainly attributing to the US (40.13%), France (28.79%), and Russia (7.3%).
9M2022, revenue of $228.1 mn (+29% yoy, completed 87.5% target year 2022). (Source: TNG)

HAX (Hang Xanh Motors Service JSC)

Q3/2022, revenue of $85.65 mn (+178% yoy) and PAT of $2.5 mn (compared to the loss of $1.44 mn in Q3/2021).
9M2022, revenue of $225.09 mn (+52% yoy) and PAT of $8.36 mn (+461% yoy). (Source: HAX)

HBC (Hoa Binh Group)

HBC has just announced winning the lawsuit against Tai Nguyen Construction Production Trading Co., Ltd and Saigon Silicon Park JSC (SG Silicon). HBC will receive $6.76 mn compensation from SC Silicon and $5.37 mn from Tai Nguyen.

NLG (Nam Long Investment Corp.)

Mr. Nguyen Xuan Quang (Chairman) and his related parties registered to buy total 7 million NLG shares (1.83% OS) from 14 Oct to 12 Nov 2022 via matching and put through, increasing their ownership from 12.68% to 14.51% (55,578,772 shares). Details:
- Mr. Nguyen Xuan Quang (Chairman) registered to buy 2 million shares.
- Mr. Nguyen Hiep (Chairman’s son) registered to buy 2 million shares.
- Mr. Nguyen Nam (Chairman’s son) registered to buy 2 million shares.
- Tan Hiep Investment registered to buy 1 million shares. (Source: HSX)

IDC (IDICO Corporation – JSC)

Tan Bach Viet House Trading and Leasing Co., Ltd. (related to General Director of IDC) registered to buy 5 million IDC shares (1.52% OS) from 13 Oct to 13 Nov 2022. (Source: IDC). (Source: IDC)

NVL (No Va Land Investment Group Corp.)

Mr. Bui Thanh Nhon (Former chairman) and his wife sold total 94.7 million NVL shares on 3 Oct 2022, decreasing their ownership from 14.1% to 9.24% (180,174,574 shares). These shares are transferred to NovaGroup (Mr. Nhon is the founder and chairman of NovaGroup).
NovaGroup registered to buy 2 million NVL shares via order matching/put through from 14 Oct to 12 Nov 2022, increasing its ownership from 37.02% to 37.43% (729,830,010 shares).
Mr. Bui Cao Nhat Quan (Mr Nhon’s son) registered to buy 2 million NVL shares via order matching/put through from 14 Oct to 12 Nov 2022, increasing his ownership from 4.1667% to 4.269% (83,242,008 shares). (Source: HSX)

HAG (Hoang Anh Gia Lai JSC)

Ms. Doan Hoang Anh (chairman’s daughter) registered to buy 1 million HAG shares via order matching from 17 Oct to 15 Nov 2022, increasing her ownership from 0.97% to 1.08% (10 million shares). (Source: HSX).

EIB (Vietnam Commercial Joint Stock Export Import Bank)

Phuc Thinh JSC (related to BoD) sold all 12.4 million shares (1% OS) on 10 Oct 2022.
Ms Nguyen Thi Hong Ngoc (BoD’s daughter) solds all 11 million shares (0.9% OS) on 10 Oct 2022. (Source: HSX)

GEX (GELEX Group JSC)

Dragon Capital sold 5.4 million GEX shares on 7 Oct 2022, decreasing its ownership from 6.37% to 5.74% (48,876,488 shares). (Source: HSX)

DXG (Dat Xanh Group JSC)

Dragon Capital sold 7.3 million DXG shares from 7 Oct to 11 Oct 2022, decreasing its ownership from 20.094% to 18.898% (115,282,449 shares). (Source: HSX)

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