Market Brief 26/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,162.21

1D -0.08%

YTD 5.70%

VN30

1,167.19

1D 0.22%

YTD 10.28%

HNX

270.96

1D 1.41%

YTD 37.47%

UPCOM

79.85

1D -0.66%

YTD 8.15%

Net Foreign buy (B)

-286.20

1D 0.00%

YTD 0.00%

Total trading value (B)

20,061.87

1D 2.85%

YTD 16.96%

- After net buying yesterday, foreign investors returned to their familiar net selling trend of VND 286 billion on the whole market. The selling focused on a few stocks like CTG (-176.6 billion dong), MBB (-81.6 billion dong), VIC (-62 billion dong) …

ETF & DERIVATIVES

E1VFVN30

19,650

1D 0.26%

YTD 4.52%

FUEMAV30

13,580

1D -0.95%

YTD 8.38%

FUESSV30

14,300

1D -1.92%

YTD 7.28%

FUESSV50

16,800

1D -1.18%

YTD 6.33%

FUESSVFL

15,450

1D -1.59%

YTD 13.19%

FUEVFVND

19,590

1D -0.15%

YTD 13.90%

FUEVN100

15,040

1D -0.59%

YTD 7.81%

VN30F2109

1,174

1D -0.15%

YTD 0.00%

VN30F2106

1,175

1D 1.20%

YTD 0.00%

VN30F2105

1,173

1D 1.07%

YTD 0.00%

VN30F2104

1,173

1D 0.95%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,176.70

1D 0.51%

YTD 6.31%

Shanghai

3,418.33

1D 1.63%

YTD 0.11%

Kospi

3,041.01

1D 1.09%

YTD 5.83%

Hang Seng

28,336.43

1D 1.25%

YTD 4.38%

STI (Singapore)

3,157.95

1D 0.52%

YTD 10.06%

SET (Thái Lan)

1,574.86

1D 0.24%

YTD 8.66%

Crude oil ($/barrel)

59.85

1D 1.22%

YTD 23.91%

Gold ($/ounce)

1,726.75

1D 0.04%

YTD -9.29%

- Asian stocks rose after a Wall Street rally. In Japan, the Nikkei 225 increased by 0.51%. The Chinese market went up from the beginning with the Shanghai Composite up 1.63%, the Shenzhen Component up 2.597%. Hong Kong's Hang Seng increased by 1.25%. South Korea's Kospi Index increased by 1.09%

VIETNAM ECONOMY

Vnibor

0.25%

1D (bps) -1

YTD (bps) 12

Deposit interest 12M

6.00%

YTD (bps) 20

5 year-Gov. Bond

1.34%

YTD (bps) 12

10 year-Gov. Bond

2.16%

1D (bps) -1

YTD (bps) 13

USD/VND

23,182

1D (%) -0.08%

YTD (%) 0.02%

EUR/VND

27,931

1D (%) 0.01%

YTD (%) -4.03%

CNY/VND

3,600

1D (%) -0.03%

YTD (%) 0.76%

- The SBV will harmonize the support policy for businesses by continuing to restructure the remaining due debts and allow credit institutions to assess a realistic credit quality so that they can make provision. Risk provisions are aimed at ensuring the financial capacity as well as the safety of the national financial system in the medium and long term.

SELECTED NEWS

VN30

BANK

VCB

94,900

1D -0.21%

5D 0.74%

Buy Vol. 1,639,700

Sell Vol. 2,085,700

BID

42,100

1D -0.36%

5D -6.44%

Buy Vol. 4,641,400

Sell Vol. 4,862,200

CTG

39,050

1D -0.89%

5D -3.46%

Buy Vol. 29,618,300

Sell Vol. 27,577,700

TCB

39,400

1D 0.13%

5D -6.19%

Buy Vol. 19,957,600

Sell Vol. 18,094,400

VPB

43,400

1D 0.35%

5D -3.98%

Buy Vol. 6,247,700

Sell Vol. 5,411,300

MBB

27,500

1D -0.18%

5D -5.82%

Buy Vol. 24,960,500

Sell Vol. 24,668,800

HDB

25,750

1D 0.59%

5D -5.16%

Buy Vol. 6,627,000

Sell Vol. 8,029,100

TPB

26,700

1D -0.74%

5D -7.61%

Buy Vol. 8,367,900

Sell Vol. 8,925,100

STB

18,950

1D 1.07%

5D -3.32%

Buy Vol. 41,253,700

Sell Vol. 51,084,600

- CTG: In 2020, CTG's consolidated business results showed a strong growth compared to the previous years. Consolidated profit in 2020 will reach more than 13,737 billion VND, an increase of 45% compared to the previous year, mainly thanks to the increase in net interest income.

REAL ESTATE

NVL

79,500

1D -0.63%

5D 0.63%

Buy Vol. 2,785,200

Sell Vol. 3,383,400

TCH

21,600

1D -0.92%

5D -6.09%

Buy Vol. 10,806,700

Sell Vol. 9,110,300

KDH

30,000

1D -2.91%

5D -7.55%

Buy Vol. 2,162,100

Sell Vol. 2,248,600

PDR

61,500

1D -1.13%

5D -1.24%

Buy Vol. 3,321,200

Sell Vol. 3,932,300

- PDR: This year, Phat Dat started the project of the first logistics warehouse with an area of 24 hectares near Cai Mep port, Ba Ria - Vung Tau province, expected profit 2021 nearly 1,870 billion.

OIL & GAS

GAS

89,200

1D -1.22%

5D -1.87%

Buy Vol. 745,800

Sell Vol. 1,286,000

POW

12,700

1D 0.79%

5D -5.22%

Buy Vol. 29,437,000

Sell Vol. 29,315,900

PLX

55,900

1D -0.53%

5D -0.71%

Buy Vol. 2,442,800

Sell Vol. 2,520,600

- POW: PV Power finished selling nearly 20 million PVM shares, divested from PV Machino

VINGROUP

VIC

112,400

1D 1.81%

5D 3.69%

Buy Vol. 4,222,200

Sell Vol. 4,863,100

VHM

95,700

1D -1.03%

5D -2.15%

Buy Vol. 3,274,500

Sell Vol. 3,924,900

VRE

32,200

1D -1.98%

5D -5.29%

Buy Vol. 12,151,400

Sell Vol. 11,374,000

- VHM: Vinhomes suddenly withdrew from the 1,445ha urban area project in Hai Phong.

FOOD & BEVERAGE

VNM

97,400

1D -1.12%

5D -4.23%

Buy Vol. 6,389,100

Sell Vol. 6,550,100

MSN

85,900

1D -0.12%

5D -3.16%

Buy Vol. 1,917,000

Sell Vol. 1,602,600

SBT

22,000

1D -0.68%

5D -4.35%

Buy Vol. 7,830,700

Sell Vol. 9,000,400

- VNM: VNM's management has decided to merge GTNfoods into Vilico at the ratio of 1.6: 1. GTNfoods will cancel the listing.

OTHERS

BVH

130,500

1D 1.87%

5D 0.00%

Buy Vol. 886,400

Sell Vol. 539,600

VJC

130,500

1D 1.87%

5D 0.00%

Buy Vol. 886,400

Sell Vol. 539,600

FPT

76,100

1D -0.65%

5D -4.64%

Buy Vol. 4,448,900

Sell Vol. 4,477,200

MWG

130,000

1D 0.93%

5D -2.26%

Buy Vol. 1,091,500

Sell Vol. 870,500

PNJ

84,900

1D -0.12%

5D 0.35%

Buy Vol. 603,400

Sell Vol. 810,100

REE

54,000

1D 1.12%

5D -3.91%

Buy Vol. 1,574,100

Sell Vol. 1,497,200

SSI

30,900

1D 0.32%

5D -7.21%

Buy Vol. 20,492,400

Sell Vol. 19,827,500

HPG

46,200

1D 2.67%

5D -2.01%

Buy Vol. 50,888,900

Sell Vol. 50,314,700

- HPG: HPG's Board of Directors has approved the 2021 production and business plan with a target of 120 trillion dong in revenue and 18 trillion dong in profit after tax, up 33 percent and 34 percent, respectively, compared to 2020 results. The company plans to pay a dividend of 35% for 2020 (5% in cash) and 30% for 2021