Nov 5, 2012

Vietnam - Rumours of scandal cause market plunge

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VietNamNet Bridge – Almost US$1.2 billion worth of share value evaporated on the nation's stock market in a single session on Friday as investors reacted to the resignation of Sacombank chairman Dang Van Thanh.

The latest incident was more devastating to the market than the $920 million loss caused by the arrest in August of Nguyen Duc Kien, one of the founders of Asia Commercial Bank (ACB).

At a press conference on Saturday, Sacombank (STB) formally announced Thanh's resignation and the appointment of Pham Huu Phu to replace him. Phu also announced at that time that Thanh had sent a letter seeking to resign from the bank's board of directors, effective today.

Phu said Thanh had been asked to come in and work with investigative agencies on Thursday, but the bank had not received any conclusions from the investigation.

In an effort to diminish the adverse effects on the market, a representative of the State Bank of Viet Nam, Nguyen Hoang Minh, said the State Bank could spend up to VND28 trillion ($1.3 million) to support the liquidity of Sacombank.

Sacombank's current liquidity was fairly sound compared to ACB's problems which occured in prior months, Minh said.

"Risks that derive from unusual information once again had a strong impact on investors after the scandal of Kien's arrest not so long ago." wrote Bao Viet Securities Co analyst Tran Hai Yen in a report. "This could be the main factor driving movements next week on a market that is still in an overall downward trend."

Rumours surrounding Thanh and his family were the primary causes of the market plunge last week, driving the VN-Index to a cumulative loss of 4.2 over the course of the week. The index closed at 375.26 points on Friday.

Daily trading volume improved slightly on the HCM City Stock Exchange, averaging 43 million shares, with an average daily value of VND600 billion (US$28.6 million).

Thanh's family members were rumoured to be gradually divesting from Sacombank and its affiliates. Thanh's wife, Huynh Thi Bich Ngoc, resigned from the board of sugar processor Bourbon Tay Ninh (SBT), while his son Dang Hong Anh, chairman of Sacombank's real estate arm Sacomreal (SCR), completed the sale 21.45 million of SCR shares, reducing his ownership from 24.9 per cent to 9.9 per cent.

SBT and SCR both dropped to their floor prices on Friday, while STB closed off 3.1 per cent from the previous day.

On the Ha Noi Stock Exchange, the HNX-Index fell by over 5 per cent last week to conclude Friday's session at a mere 51.06 points. However, driven by bottom-catching efforts, the volume of trades jumped 23 per cent to an average of 30.6 million shares, worth an average of VND200.6 billion ($9.6 million) per day.

And foreign investors continued to pour money in Viet Nam's stock market despite the market fall. They concluded last week as net buyers on both markets, picking up shares worth a combined net of VND73.5 billion ($3.5 million).

Bottom-catching efforts generally drove trading on both bourses last week.

"We are not too pessimistic and expect that the last trading session and any further declines in this week should be considered a washout of weak stocks," said Yen.

"This will be necessary to provide better momentum for a coming rally which we expect to appear soon."

VietNamNet/VNS


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