Market Brief 19/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,194.05

1D -0.57%

YTD 8.60%

VN30

1,203.36

1D -0.68%

YTD 13.70%

HNX

277.70

1D 0.08%

YTD 40.89%

UPCOM

81.48

1D -0.26%

YTD 10.36%

Net Foreign buy (B)

-1,156.22

1D 0.00%

YTD 0.00%

Total trading value (B)

21,109.52

1D 12.02%

YTD 23.07%

- Foreign investors' trade was quite negative as they net sold 1,156 billion dong on the whole market. Foreign investors' selling pressure today is partly due to the restructuring activities of 2 funds VNM ETF and FTSE Vietnam ETF. Stocks that were sold the most by foreign investors included NVL, VRE, VHM, POW ...

ETF & DERIVATIVES

E1VFVN30

20,200

1D -0.39%

YTD 7.45%

FUEMAV30

14,180

1D 0.00%

YTD 13.17%

FUESSV30

14,970

1D -0.66%

YTD 12.30%

FUESSV50

17,600

1D 0.00%

YTD 11.39%

FUESSVFL

16,260

1D -0.37%

YTD 19.12%

FUEVFVND

20,420

1D 0.10%

YTD 18.72%

FUEVN100

15,610

1D 0.26%

YTD 11.90%

VN30F2109

1,209

1D -0.08%

YTD 0.00%

VN30F2106

1,211

1D 0.49%

YTD 0.00%

VN30F2105

1,210

1D 0.32%

YTD 0.00%

VN30F2104

1,208

1D -0.29%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,792.05

1D -0.72%

YTD 8.56%

Shanghai

3,404.66

1D -1.69%

YTD -0.29%

Kospi

3,039.53

1D -0.86%

YTD 5.78%

Hang Seng

28,990.94

1D -1.41%

YTD 6.79%

STI (Singapore)

3,134.54

1D -0.10%

YTD 9.25%

SET (Thái Lan)

1,563.96

1D -0.31%

YTD 7.91%

Crude oil ($/barrel)

60.74

1D 1.23%

YTD 25.76%

Gold ($/ounce)

1,735.85

1D 0.45%

YTD -8.81%

- Chinese stocks fell in the context of Asian markets also went down after 10-year US government bond yields peaked at 14-month peak on March 18. The first high-level talks between the US and China under President Joe Biden, held in the state of Alaska, quickly became "controversial", officials of the two sides criticized each other on human rights and trade. , international alliance.

VIETNAM ECONOMY

Vnibor

0.27%

1D (bps) -1

YTD (bps) 14

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.28%

1D (bps) -10

YTD (bps) 6

10 year-Gov. Bond

2.37%

1D (bps) 15

YTD (bps) 34

USD/VND

23,177

1D (%) 0.02%

YTD (%) 0.00%

EUR/VND

28,155

1D (%) -0.17%

YTD (%) -3.26%

CNY/VND

3,616

1D (%) 0.00%

YTD (%) 1.20%

- According to the latest preliminary statistics report of the General Department of Customs, the total value of goods import and export of Vietnam in the period of March 1, 2021 (from March 1 to March 15, 2021) reached 26, 36 billion USD, up 22% (equivalent to an increase of 4.76 billion USD) compared to the results in the second half of 02/2021.

SELECTED NEWS

VN30

BANK

VCB

94,200

1D -3.38%

5D -1.67%

Buy Vol. 3,681,500

Sell Vol. 2,812,300

BID

45,000

1D 0.00%

5D 3.81%

Buy Vol. 4,574,700

Sell Vol. 6,550,500

CTG

40,450

1D -0.12%

5D 6.59%

Buy Vol. 15,961,700

Sell Vol. 19,224,500

TCB

42,000

1D 0.12%

5D 4.87%

Buy Vol. 13,081,600

Sell Vol. 17,236,100

VPB

45,200

1D -1.42%

5D 1.57%

Buy Vol. 4,510,500

Sell Vol. 6,571,800

MBB

29,200

1D 0.00%

5D 3.36%

Buy Vol. 17,993,900

Sell Vol. 19,904,700

HDB

27,150

1D -1.27%

5D 1.88%

Buy Vol. 26,932,300

Sell Vol. 10,466,300

TPB

28,900

1D -0.34%

5D 1.05%

Buy Vol. 10,599,600

Sell Vol. 12,307,700

STB

19,600

1D -0.51%

5D 2.08%

Buy Vol. 41,080,200

Sell Vol. 58,897,000

- Moody's raised the credit rating of 15 Vietnamese banks. Specifically, the prospects for 5 banks were raised from "Negative" to "Positive": Vietcombank, Agribank, VietinBank, Techcombank, BIDV. 4 banks were adjusted from "Stable" to "Positive": OCB, TPBank, VPBnk, VIB. 6 banks are adjusted from "Negative" to "Stable": ABBank, ACB, HDBank, LienVietPostBank, MB, SeABank

REAL ESTATE

NVL

79,000

1D -2.71%

5D -3.89%

Buy Vol. 11,633,300

Sell Vol. 4,245,600

TCH

23,000

1D -3.36%

5D 1.55%

Buy Vol. 7,808,400

Sell Vol. 9,892,200

KDH

32,450

1D 0.78%

5D 4.17%

Buy Vol. 3,917,100

Sell Vol. 4,604,600

PDR

68,500

1D 0.74%

5D 1.93%

Buy Vol. 3,922,100

Sell Vol. 3,979,300

- NVL: Converted 1,200 international bonds into 4,744,375 shares. Conversion date: March 17, 2021 - PDR: Phat Dat continued to pay additional 10% dividend in shares for the second phase of 2020

OIL & GAS

GAS

90,900

1D -0.98%

5D -0.22%

Buy Vol. 1,931,500

Sell Vol. 1,856,300

POW

13,400

1D -3.25%

5D -2.55%

Buy Vol. 35,334,700

Sell Vol. 40,651,000

PLX

56,300

1D -2.43%

5D 1.26%

Buy Vol. 6,944,300

Sell Vol. 6,584,600

- Gas price today (March 19) increased by nearly 0.1% to $2.4/mmBTU for natural gas contract delivered in April 2021 at 11h5 (GMT).

VINGROUP

VIC

108,400

1D 1.69%

5D 2.36%

Buy Vol. 2,444,700

Sell Vol. 3,278,800

VHM

97,800

1D -1.91%

5D -2.10%

Buy Vol. 4,151,800

Sell Vol. 3,830,000

VRE

34,000

1D -2.86%

5D -1.88%

Buy Vol. 21,009,800

Sell Vol. 15,026,000

- VIC: agreed to allow subsidiary VEF to increase capital by 11,000 billion dong, expected to be implemented in 2021

FOOD & BEVERAGE

VNM

101,700

1D -0.78%

5D -0.49%

Buy Vol. 4,674,300

Sell Vol. 6,484,700

MSN

88,700

1D -1.11%

5D 1.60%

Buy Vol. 1,940,700

Sell Vol. 2,347,000

SBT

23,000

1D -2.13%

5D -3.36%

Buy Vol. 7,788,900

Sell Vol. 8,642,400

- VNM: Following organic fresh milk and soya bean milk, VNM continued to export high-end products "Pasteurized fresh milk containing swallow nest" to Singapore.

OTHERS

BVH

130,500

1D -3.26%

5D -3.33%

Buy Vol. 1,312,200

Sell Vol. 1,190,400

VJC

130,500

1D -3.26%

5D -3.33%

Buy Vol. 1,312,200

Sell Vol. 1,190,400

FPT

79,800

1D -1.48%

5D 4.31%

Buy Vol. 3,773,200

Sell Vol. 4,125,100

MWG

133,000

1D -0.45%

5D 1.45%

Buy Vol. 1,148,000

Sell Vol. 740,500

PNJ

84,600

1D -0.35%

5D 2.18%

Buy Vol. 535,400

Sell Vol. 770,900

REE

56,200

1D 3.88%

5D 1.26%

Buy Vol. 3,008,000

Sell Vol. 2,130,600

SSI

33,300

1D 0.00%

5D -0.60%

Buy Vol. 21,034,800

Sell Vol. 27,311,700

HPG

47,150

1D 1.18%

5D 1.51%

Buy Vol. 36,022,700

Sell Vol. 38,323,700

- HPG: Hoa Phat has signed a contract to export a lot of more than 2,000 tons of prestressed steel cable (PC Strand) to a US partner, delivered in March 2021. Hoa Phat is the first and only enterprise in Vietnam that can produce this specialty steel.