DAILY MARKET REPORT VCBS COMMENTARY MARKET SNAPSHOT. Thursday, 23 rd June, 2016
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- Valentine Carter
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1 Thursday, 23 rd June, 2016 MARKET SNAPSHOT Indexes rose significantly, exceeded short-term peak. Liquidity increased slightly. Foreign was the net seller on both stock exchanges.. Market Highlights HSX HNX Index /- (%) 0.94% 0.61% (share) 116,539,064 51,332,109 Value (VNDmln) 2, Advancers Decliners Unchanged Foreign Investment HSX HNX Buy (VND bln) Sell (VND bln) Net position (VND bln) VCBS COMMENTARY Green ink spread on the market today. Investors continued to disburse in tickers with good fundamentals; demand at high price was absorbed well. This movement caused indices significant rally during the session, especially in the afternoon. Market breadth was positive when advancers overwhelmed decliners. Extended inflows in many stock groups created a steady sentiment for investors. From sectors perspective, speculation about the potential business results are indirectly created market s great expectations for stocks with promising results in some sectors such as Construction, Building Materials, Sugar or steel, etc. Besides, afternoon session also witnessed the breakthrough of Banking tickers with the spot light was VCB. VCB rise quite marked and returned to play a leading role in the large cap after several days of evolution does not stand out. Meanwhile, Oil & Gas sector which closely follows the worldwide market s movements recognized gloomy status before Brexit event. Tomorrow, the preliminary result of the referendum in the UK will be gradually revealed, this is seen as a factor which can cause market s significant volatilities. Accordingly, this may be an opportunity for risk-lover investors. However, in the context of upcoming corporate earnings season, we still give recommend holding a high share rate in the portfolio, focus on stocks with good fundamentals, good business prospects in order to limit risks. In addition, it should be noted that, negative point of today's session was Foreigners unexpectedly strong net selling. Therefore, investors should still keep a certain prudent as indexes is trying to approach their peak in 2014.
2 TECHNICAL VIEW Two indices increased significantly and exceeded short-term peak. The uptrend continued with unchanged liquidity. Investors are recommended to hold a high share rate in the portfolio, focus on growth stocks with outstanding business results. VN Index VN Index formed an empty green candle above MA20 and exceeded short-term peak in early June. Liquidity rebounded slightly. The next candles are likely to approach the upper of Bollinger Band. Support level: 620; Resistance level: 640. HNX Index HNX Index formed an empty green candle and was still above MA20. HNX Index formed fourth consecutive empty green candle, lied between MA20 and upper of Bollinger Band. Liquidity increased slightly. Upcoming candles are likely to approach the upper of Bollinger Band. Support level: 84; Resistance level: Page 1
3 ENTERPRISE IN FOCUS HUT Update Q1.2016: HUT recorded sharply increase in performance compared to the Q1.2015, generating net revenue of VND 597 bn (+237.7% qoq, 25% year plan), and net profit after tax of VND 85 bn (+1,400% qoq, 22.4% year plan). In detail, the real estate section plays the key role with Foresa Villa Xuan Phuong project which contributed 63.8% of total revenue. Collection from BOT charge remained its growth rate. Prospect: HUT is changing its business model from construction to real estate and infrastructure investment. Accordingly, cash inflow from BOT charge becomes regular and tends to be stable in long term. Real estate section becomes the main business sector, generating the majority of revenue and profit. In 2016, we believe that HUT may outperform their business plan with VND 2,500 bn of net revenue (+10.8%yoy), and VND 400 bn (+148.4% yoy) of net income. Prospect in is expected to be positive due to (1) gradual increase in BOT charge collection and (2) 5 real estate projects are being implemented simultaneously. Assessment: With expected EPS forward of VND 2,350 per share, P/E forward of 4.34 which is much lower than the industry average figure and the whole market figure, we believe HUT is an attractive investment opportunity. Also, HUT plans to pay 12% dividend in cash. In the final analysis, we recommend BUY toward HUT. Page 2
4 MARKET STATISTICS (1000) Market supply and demand Buy Aver. Buy (1000) Sell Aver. Sell Aver.B/ Aver.S Last session HOSE 238,929,350 4, ,986,190 4, HNX 73,056,800 4,757 80,230,700 5, Foreign trading Buying value (bn VND) Selling value (bn VND) Top 5 most volatile tickers Top 5 ticker in liquidity HOSE HNX Value Ticker Closing price (1000đ) % change Ticker Closing price (1000đ) % change Advancers SII HLY TYA DLR DHA LM MDG SCI TDW TMX Decliners ATA GTN KSS SSC BGM Code (mln share) % order matching Code Value (blnvnd) % order matching HOSE FLC HPG DLG VNM HPG SBT HHS CII SBT MWG HNX SCR SCR VCG VCG DCS CVT KHB HKB PVX PVS Top 5 tickers with largest supply-demand gap Buy- Sell Sell- Buy Ticker +/- (share) Ticker +/- (share) HOSE FLC 7,458,780 ITA 2,919,580 HAR 3,751,450 ATA 2,526,920 HNG 2,635,660 OGC 2,252,300 FIT 2,116,720 BGM 2,212,470 VNH 2,031,500 HHS 1,529,820 HNX SCR 4,692,200 DCS 1,545,900 SHN 1,002,200 KLF 1,463,300 VTV 351,500 KLS 1,329,900 VNR 259,000 PVX 1,323,700 TIG 256,300 SHB 1,001,600 Top 5 tickers net bought/sold by the foreign Buy- Sell Sell- Buy Ticker +/- (share) Ticker +/- (share) HOSE VNM 765,000 VNM 1,084,220 HHS 533,350 CII 1,064,000 VNE 500,000 SBT 962,270 SSI 462,390 SSI 315,730 HPG 282,380 PAC 282,150 HNX PVS 303,200 KLS 482,300 TIG 87,200 SCR 289,100 BVS 73,600 BCC 128,000 VND 70,700 BVS 100,000 PTI 43,400 VNR 75,200 Page 3
5 DISCLAIMER This report is designed to provide updated information on the fixed-income, including bonds, interest rates, some other related. The VCBS analysts exert their best efforts to obtain the most accurate and timely information available from various sources, including information pertaining to market prices, yields and rates. All information stated in the report has been collected and assessed as carefully as possible. It must be stressed that all opinions, judgments, estimations and projections in this report represent independent views of the analyst at the date of publication. Therefore, this report should be best considered a reference and indicative only. It is not an offer or advice to buy or sell or any actions related to any assets. VCBS and/or Departments of VCBS as well as any affiliate of VCBS or affiliate that VCBS belongs to or is related to (thereafter, VCBS), provide no warranty or undertaking of any kind in respect to the information and materials found on, or linked to the report and no obligation to update the information after the report was released. VCBS does not bear any responsibility for the accuracy of the material posted or the information contained therein, or for any consequences arising from its use, and does not invite or accept reliance being placed on any materials or information so provided. This report may not be copied, reproduced, published or redistributed for any purpose without the written permission of an authorized representative of VCBS. Please cite sources when quoting. Copyright 2012 Vietcombank Securities Company. All rights reserved. CONTACT INFORMATION Tran Minh Hoang Le Thu Ha Nguyen Huy Hoang Chief Economist tmhoang@vcbs.com.vn Investment Analyst ltha_ho@vcbs.com.vn Investment Analyst nhhoang@vcbs.com.vn VIETCOMBANK SECURITIES COMPANY Ha Noi Headquarter Ho Chi Minh Branch Da Nang Branch Phu My Hung Transaction Unit Giang Vo Transaction Unit Can Tho Representative Office Vung Tau Representative Office An Giang Representative Office Dong Nai Representative Office Hai Phong Representative Office Binh Duong Representative Office Floor 12th & 17th, Vietcombank Tower, 198 Tran Quang Khai Street, Hoan Kiem District, Hanoi Tel: (84-4) ext: 140/143/144/149/150/151 Floor 1 st and 7 th, Green Star Building, 70 Pham Ngoc Thach Street, Ward 6, District No. 3, Ho Chi Minh City Tel: (84-8) Floor 12 th, 135 Nguyen Van Linh Street, Thanh Khe District, Da Nang City Tel: (84-511) ext: 801/802 Lawrence Sting Building, 801 Nguyen Luong Bang Street, Phu My Hung Urban Zone, District No. 7, Ho Chi Minh City Tel: (84-8) Floor 1 st, Building C4 Giang Vo, Giang Vo Ward, Ba Dinh District, Hanoi Tel: (84-4) Floor 1 st, Vietcombank Can Tho Building, 7 Hoa Binh Avenue, Ninh Kieu District, Can Tho City Tel: (84-710) Floor 1st, 27 Le Loi Street, Vung Tau City, Ba Ria - Vung Tau Province Tel: (84-64) /75/76/77/78 Floor 6 th, Nguyen Hue Building, 9/9 Tran Hung Dao Street, My Xuyen Ward, Long Xuyen City, An Giang Province Tel: (84-76) F240-F241 Vo Thi Sau Street, 7 th Block, Thong Nhat Ward, Bien Hoa City, Dong Nai Province Tel: (84-61) Floor 2 nd, 11 Hoang Dieu Street, Minh Khai Ward, Hong Bang District, Hai Phong City Tel: (+84-76) Floor 3th, 516 Cach Mang Thang Tam Street, Phu Cuong Ward, Thu Dau Mot City, Binh Duong Province. Tel: (+84-76) Page 4
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