FIDES(VIETNAM) Market Statistics 12/04 – 15/04/2022

FIDES(VIETNAM) Market Statistics 12/4 – 15/4/2022

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	-2.27%	605.5	904.6	48.43
VN30	-1.18%	160.9	354.1	37.11
HNX	-4.86%	78.5	99.5	2.14
Upcom	-2.86%	59.2	52.2	1.05

Source :Fiinpro

Sector Performance (HOSE + HNX, %)

Source :Fiinpro

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

Source :Fiinpro

News

Economy- Society

Vietnam’s GDP Growth 2022

Standard Chartered forecasts Vietnam’s recovery will accelerate markedly in 2022, with GDP growing by 6.7% as economic indicators are recovering on a large scale.
Vietnam’s economic recovery is likely to be stronger from the end of the second quarter of 2022 as the domestic demand and the tourism sector recover.
Standard Chartered maintains its inflation forecast for Vietnam at 4.2% for 2022 and 5.5% for 2023.
The bank forecasts the USD-VND exchange rate to reach 22,300 by the end of 2022, and 22,000 by the end of 2023

Government issues action plan on economic restructuring up to 2025

The average State budget overspending rate will be maintained at 3.7% of GDP for the 2021-2025 period.
Stock market capitalization will reach at least 85% of GDP
Bond market and corporate bond market will reach at least 47% of GDP and about 20% of GDP, respectively.

Company- Sector

VCB (Bank for Foreign Trade of Vietnam)

Target 2022: minimum PBT of $1.33 bn (+12% yoy), total assets +8% yoy, credit balance +15% yoy, bad debt below 1.5%. Dividend rate will be approved by SBV.
Issuance of 856.6 million shares (ratio:18.1%) to pay dividends. Implementation time: 2022. (Source: VCB)

OIL (PetroVietnam Oil Corp.)

Q1/2022 preliminary result: revenue of $773.91 mn (+52% yoy, 39.6% year target) and PBT of $12.83 mn (+43% yoy, 59% year target).

CTR (Viettel Construction JSC)

Q1/2022 preliminary result: revenue of $87.4 mn (+15% yoy, 23.4% year target) and PBT of $4.9 mn (+22% yoy, 21.5% year target).

VHC (Vinh Hoan Corp.)

Q1/2022: revenue of $142.34 mn (+83% yoy), driven by a surge in pangasius sales (+79.5% yoy). Exports to the US continued to growth significantly (+126.7% yoy) thanks to strong recovery in demand. Exports to EU increased by 32.1% yoy and exports to China increased by 46.5% yoy. (Source: VHC). (Source: VHC)

PTB (Phu Tai JSC)

Target 2022: revenue of $315.22 mn (+10% yoy) and PAT of $24.48 mn (+20% yoy).
2021 dividend: 5% cash and 40% stock. Time: Q2 or Q3/2022
Plan to issue 9.72 million shares to existing shareholders with a right exercise ratio of 20%, offering price: 25,000 VND/share. (Source: PTB)

BSI (Bank for Invesment & Development of Vietnam Securities Company)

SSI (SSI Securities Corp.)

Target 2022: revenue of $449.13 mn (+38.8% yoy) and PBT of $190 mn (+29.86% yoy).
SSI plans to increase its charter capital to nearly $652.2 mn through issuance of 497.4 million shares to existing shareholders with a right exercise ratio of 50%, offering price: 15,000 VND/share. (Source: SSI)

PVS (PetroVietnam Technical Services Corp.)

Target 2022: revenue of $434.78 mn (-53.1% yoy) and PAT of $21.22 mn (-27.9% yoy).
2021 dividend: 7% cash. (Source: PVS)

SCS (SCSC Cargo Service Corp.)

Target 2022: revenue of $41.74 mn (+10% yoy) and PBT of $29.04 mn (+10% yoy). 2022 dividend: 36% cash or stock.
2022 bonus share: 85%
2021 dividend: 30% cash. (Source: SCS)

MSH (Song Hong Garment JSC)

Target 2022: revenue of $213 mn (+3% yoy) and PBT of $21.7 mn (-8% yoy). 2022 dividend: 15% – 30%
2021 dividend: 45% cash (already paid) + 50% stock. (Source: MSH)

MWG (Mobile World Investment Corp.)

MWG announced the resolution to establish a subsidiary named Bach Hoa Xanh Technology and Investment Jsc with charter capital of $434,780.
MWG will transfer all its holding in Bach Hoa Xanh JSC to the new subsidiary.
The new subsidiary will issue 20% to investors via private placement in 2022-2023. (Source: MWG)

NLG (Nam Long Investment Corp.)

IFC (International Finance Corporation) plans to buy $43.48 mn worth of bonds from NLG, secured by NLG stakes in Nam Long VCD (subsidiary company) and NNH Mizuki (associate company). Term: 7 years. Interest: basic rates +/- 3.5%/year. (Source: NLG)

MBB (Military Commercial Joint Stock Bank )

Ms. Vu Thai Huyen (BoD member) registered to buy 1 million shares (0.03% OS) via order matching/put through from 12 Apr to 11 May 2022. (Source: HSX)

DIG (Development Investment Construction JSC)

Him Lam Land Corp. sold 7.72 million shares of DIG from 5 Apr to 8 Apr, reducing its ownership from 10.54% to 9% (44,966,977 shares). (Source: HSX)

DXG (Dat Xanh Group JSC)

Dragon Capital bought 1 million DXG shares on 13 Apr 2022, increasing its ownership from 20.96% to 21.12% (128,315,328 shares). (Source: HSX)