Market Brief 22/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,194.43

1D 0.03%

YTD 8.63%

VN30

1,198.54

1D -0.40%

YTD 13.24%

HNX

274.84

1D -1.03%

YTD 39.44%

UPCOM

81.28

1D -0.25%

YTD 10.09%

Net Foreign buy (B)

-454.50

1D 0.00%

YTD 0.00%

Total trading value (B)

19,409.02

1D -8.06%

YTD 13.15%

- Foreign investors' trade was not positive as they continued to net sell 454 billion dong today. Foreign investors' selling force focused on a few familiar names such as VNM (-172.3 billion), CTG (-156 billion), HPG (-80 billion dong) …

ETF & DERIVATIVES

E1VFVN30

20,220

1D 0.10%

YTD 7.55%

FUEMAV30

14,130

1D -0.35%

YTD 12.77%

FUESSV30

15,000

1D 0.20%

YTD 12.53%

FUESSV50

17,600

1D 0.00%

YTD 11.39%

FUESSVFL

16,260

1D 0.00%

YTD 19.12%

FUEVFVND

20,320

1D -0.49%

YTD 18.14%

FUEVN100

15,570

1D -0.26%

YTD 11.61%

VN30F2109

1,199

1D -0.79%

YTD 0.00%

VN30F2106

1,193

1D -1.48%

YTD 0.00%

VN30F2105

1,192

1D -1.47%

YTD 0.00%

VN30F2104

1,192

1D -1.29%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,174.15

1D 0.13%

YTD 6.30%

Shanghai

3,443.44

1D 1.14%

YTD 0.85%

Kospi

3,035.46

1D -0.13%

YTD 5.64%

Hang Seng

28,885.34

1D -0.36%

YTD 6.40%

STI (Singapore)

3,128.08

1D -0.21%

YTD 9.02%

SET (Thái Lan)

1,566.36

1D 0.15%

YTD 8.07%

Crude oil ($/barrel)

61.75

1D 1.71%

YTD 27.85%

Gold ($/ounce)

1,732.45

1D 0.04%

YTD -8.99%

- Asian stocks were mixed when in Japan, Nikkei 225 increased by 0.13%. The Chinese market rose from the beginning with the Shanghai Composite up 1.14% and the Shenzhen Component up 1,139%. Hang Seng decreased by 0.36%. The South Korea's Kospi decreased by 0.13%.

VIETNAM ECONOMY

Vnibor

0.26%

1D (bps) -1

YTD (bps) 13

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.34%

1D (bps) 6

YTD (bps) 12

10 year-Gov. Bond

2.17%

1D (bps) -20

YTD (bps) 14

USD/VND

23,178

1D (%) 0.02%

YTD (%) 0.00%

EUR/VND

28,171

1D (%) 0.18%

YTD (%) -3.20%

CNY/VND

3,615

1D (%) 0.00%

YTD (%) 1.18%

- According to the Ministry of Agriculture and Rural Development, it is expected that by the end of the first quarter of this year, this ministry will disburse public investment capital reaching 11.4% of the plan. Among them, the Government bond capital is expected to reach the highest rate of 13.9%.

SELECTED NEWS

VN30

BANK

VCB

97,000

1D 2.97%

5D 0.73%

Buy Vol. 3,466,200

Sell Vol. 3,484,800

BID

44,650

1D -0.78%

5D 3.84%

Buy Vol. 4,748,600

Sell Vol. 6,634,700

CTG

41,100

1D 1.61%

5D 8.16%

Buy Vol. 41,046,800

Sell Vol. 36,738,500

TCB

41,300

1D -1.67%

5D 2.99%

Buy Vol. 16,809,900

Sell Vol. 23,286,300

VPB

44,900

1D -0.66%

5D 0.22%

Buy Vol. 6,219,500

Sell Vol. 7,006,500

MBB

28,650

1D -1.88%

5D -0.87%

Buy Vol. 28,053,700

Sell Vol. 31,991,100

HDB

26,950

1D -0.74%

5D 1.13%

Buy Vol. 7,944,300

Sell Vol. 8,083,300

TPB

28,800

1D -0.35%

5D 0.35%

Buy Vol. 5,896,500

Sell Vol. 8,008,600

STB

19,200

1D -2.04%

5D 1.59%

Buy Vol. 52,441,000

Sell Vol. 62,874,300

- VCB: Vietcombank North Saigon branch has just announced to auction the debt of Cholimex Construction and Investment JSC. The total value of both loans as of November 30, 2020 is more than VND 49 billion. In which, the principal balance is more than 18.3 billion dong; Over-due interest debt is over 22 billion dong and overdue interest debt is nearly 8.7 billion dong.

REAL ESTATE

NVL

80,800

1D 2.28%

5D -1.34%

Buy Vol. 2,596,600

Sell Vol. 2,244,600

TCH

23,200

1D 0.87%

5D 2.20%

Buy Vol. 7,383,500

Sell Vol. 8,305,800

KDH

32,000

1D -1.39%

5D 2.07%

Buy Vol. 1,980,300

Sell Vol. 2,748,700

PDR

67,500

1D -1.46%

5D 0.75%

Buy Vol. 3,595,600

Sell Vol. 3,473,300

- KDH: Veil Holding Limited sold 500,000 shares, reducing the number of ownership to 20,069,724 shares (3.59%). - NVL: has finished raising VND4,563b for the ownership of a land fund of nearly 660ha in Binh Thuan.

OIL & GAS

GAS

90,500

1D -0.44%

5D -0.66%

Buy Vol. 820,600

Sell Vol. 1,315,100

POW

13,550

1D 1.12%

5D -1.09%

Buy Vol. 29,471,000

Sell Vol. 31,138,200

PLX

56,000

1D -0.53%

5D -1.93%

Buy Vol. 1,901,900

Sell Vol. 1,909,200

- Gas price today (March 22) decreased by more than 2% to $2.4/mmBTU for natural gas contract delivered in April 2021 at 11:05 (GMT).

VINGROUP

VIC

107,300

1D -1.01%

5D 1.23%

Buy Vol. 1,393,300

Sell Vol. 1,947,500

VHM

99,300

1D 1.53%

5D -0.50%

Buy Vol. 2,529,500

Sell Vol. 3,300,900

VRE

34,600

1D 1.76%

5D 0.44%

Buy Vol. 7,760,700

Sell Vol. 8,946,600

- Reuters: Foxconn has also negotiated with VinFast - a domestic car company in Vietnam, to cooperate in the production of batteries and electric car components.

FOOD & BEVERAGE

VNM

100,800

1D -0.88%

5D -1.37%

Buy Vol. 5,757,800

Sell Vol. 7,186,700

MSN

88,100

1D -0.68%

5D -0.45%

Buy Vol. 1,258,800

Sell Vol. 1,683,500

SBT

23,500

1D 2.17%

5D -1.26%

Buy Vol. 9,810,600

Sell Vol. 9,683,500

-

OTHERS

BVH

132,700

1D 1.69%

5D -1.70%

Buy Vol. 827,500

Sell Vol. 591,200

VJC

132,700

1D 1.69%

5D -1.70%

Buy Vol. 827,500

Sell Vol. 591,200

FPT

78,700

1D -1.38%

5D 2.88%

Buy Vol. 3,486,900

Sell Vol. 3,852,700

MWG

131,900

1D -0.83%

5D -0.60%

Buy Vol. 819,000

Sell Vol. 813,200

PNJ

84,200

1D -0.47%

5D 0.12%

Buy Vol. 509,200

Sell Vol. 803,700

REE

56,500

1D 0.53%

5D 2.91%

Buy Vol. 1,236,400

Sell Vol. 1,972,200

SSI

33,400

1D 0.30%

5D 0.60%

Buy Vol. 17,315,500

Sell Vol. 20,222,600

HPG

46,750

1D -0.85%

5D 0.54%

Buy Vol. 18,117,800

Sell Vol. 25,976,700

- SSI: En Fund L.P bought 46,859,491 shares of SSI. Execution date March 16, 2021 - VJC: Registered to sell all 17,772,740 treasury shares to increase working capital. Expected trading time: from March 30, 2021 to April 28, 2021