Market Brief 27/05/2021

VIETNAM STOCK MARKET

VN-INDEX

1,303.57

1D -1.00%

YTD 18.56%

VN30

1,437.38

1D -1.22%

YTD 35.81%

HNX

304.45

1D -0.13%

YTD 54.46%

UPCOM

84.08

1D 1.23%

YTD 13.88%

Net Foreign buy (B)

264.16

Total trading value (B)

29,071.20

1D 13.69%

YTD 69.48%

- Trading session today with a series of large stocks such as FPT, HPG, MSN, VIC, VNM, SAB, HVN, PLX, PNJ, VRE, BCM... sunk in red, had a great influence on the overall market. The positive point is that some big stocks such as BVH, EIB, REE, STB, NVL... upstream gained, even EIB hit the ceiling, helping VN-Index not to fall too deeply and keep the 1,300 point.

ETF & DERIVATIVES

GLOBAL MARKET

Nikkei

28,549.01

1D 0.48%

YTD 4.03%

Shanghai

3,608.85

1D 0.43%

YTD 5.69%

Kospi

3,165.51

1D -0.09%

YTD 10.16%

Hang Seng

29,113.37

1D 0.04%

YTD 7.24%

STI (Singapore)

3,164.82

1D 0.60%

YTD 10.30%

SET (Thái Lan)

1,582.96

1D 0.92%

YTD 9.22%

Crude oil ($/barrel)

65.53

1D -0.71%

YTD 35.67%

Gold ($/ounce)

1,895.50

1D 0.03%

YTD -0.43%

- China announced April industrial profits, Asian stocks mixed. In Japan, the Nikkei 225 rose 0.48%. The Chinese market rose with the Shanghai Composite up 0.43% and the Shenzhen Component up 0.7%. Hong Kong's Hang Seng rose 0.04%. South Korea's Kospi index fell 0.09%.

VIETNAM ECONOMY

Vnibor

1.35%

YTD (bps) 122

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.34%

1D (bps) 12

YTD (bps) 12

10 year-Gov. Bond

2.15%

1D (bps) -14

YTD (bps) 12

USD/VND

23,144

1D (%) -0.04%

YTD (%) -0.15%

EUR/VND

28,931

1D (%) 0.12%

YTD (%) -0.59%

CNY/VND

3,685

1D (%) 0.27%

YTD (%) 3.13%

- Prime Minister Pham Minh Chinh requested the highest priority, the whole country put all efforts to support Bac Ninh and Bac Giang to repel and prevent the epidemic as soon as possible in the coming days, ensuring production and business, not letting supply chain disruption, especially in industrial zones.

SELECTED NEWS

VN30

BANK

VCB

98,700

1D -1.69%

5D -0.30%

Buy Vol. 2,521,100

Sell Vol. 3,825,500

BID

45,400

1D -2.68%

5D 8.48%

Buy Vol. 10,043,100

Sell Vol. 11,705,200

CTG

50,200

1D -2.52%

5D 2.66%

Buy Vol. 33,040,300

Sell Vol. 36,094,500

TCB

51,400

1D -2.65%

5D 2.39%

Buy Vol. 26,838,800

Sell Vol. 28,713,300

VPB

67,300

1D -0.44%

5D 0.75%

Buy Vol. 61,506,800

Sell Vol. 63,298,700

MBB

36,500

1D -2.67%

5D 5.80%

Buy Vol. 48,120,100

Sell Vol. 59,405,100

HDB

32,000

1D -2.44%

5D 0.00%

Buy Vol. 9,640,500

Sell Vol. 12,718,800

TPB

35,100

1D -2.36%

5D 6.36%

Buy Vol. 10,997,300

Sell Vol. 13,745,400

STB

29,800

1D 1.02%

5D 1.36%

Buy Vol. 94,000,900

Sell Vol. 77,486,000

- VCB: The credit rating agency S&P Global Ratings (S&P) has just announced that it has upgraded Vietcombank's credit outlook from stable to positive. Assessment of long-term issuer rating and short-term issuer rating have not changed compared to Vietcombank's ranking results from 2012 to 2020 and continue to be among the highest among banks in Vietnam.

REAL ESTATE

NVL

136,000

1D 1.87%

5D -3.55%

Buy Vol. 3,089,400

Sell Vol. 2,118,000

TCH

22,100

1D -3.91%

5D 0.68%

Buy Vol. 8,598,600

Sell Vol. 13,582,500

KDH

39,000

1D 5.12%

5D 6.85%

Buy Vol. 16,036,700

Sell Vol. 12,292,100

PDR

77,500

1D 3.61%

5D 6.16%

Buy Vol. 6,354,200

Sell Vol. 5,561,200

- NVL: announced that June 10 is the last registration date to make a list to distribute 385.9 million bonus shares to existing shareholders, the rate of 35.68%. After the issuance, charter capital increased from VND 10,817 billion to VND 14,676 billion.

OIL & GAS

GAS

80,100

1D -2.20%

5D -0.87%

Buy Vol. 1,099,800

Sell Vol. 1,379,700

POW

11,650

1D 0.00%

5D 1.75%

Buy Vol. 18,123,200

Sell Vol. 24,858,400

PLX

53,900

1D -2.53%

5D -0.92%

Buy Vol. 5,115,400

Sell Vol. 7,805,200

- POW: At the General Meeting of Shareholders, PV Power said that EVN still holds VND 834 billion of the difference in the exchange rate of the Ca Mau project's capacity fee.

VINGROUP

VIC

120,300

1D -1.15%

5D -2.12%

Buy Vol. 3,069,100

Sell Vol. 3,243,400

VHM

104,400

1D -1.23%

5D 2.35%

Buy Vol. 9,114,700

Sell Vol. 10,583,100

VRE

30,750

1D -1.60%

5D 4.24%

Buy Vol. 6,921,400

Sell Vol. 12,605,300

- VIC: According to Reuters, the IPO of VinFast may be slower than expected. VinFast is working with consultants, including Deutsche Bank and JPMorgan, on a plan to list in the US.

FOOD & BEVERAGE

VNM

90,500

1D -0.55%

5D 2.84%

Buy Vol. 4,790,700

Sell Vol. 7,783,500

MSN

110,000

1D -3.17%

5D -3.17%

Buy Vol. 3,204,100

Sell Vol. 3,205,200

SBT

19,100

1D -1.29%

5D -1.04%

Buy Vol. 3,195,500

Sell Vol. 3,249,100

- MSN: Expected to issue 5,851,446 ESOP shares (accounting for 0.498% of outstanding shares). The number of shares will be restricted to transfer within 1 year from the end of the issuance.

OTHERS

VJC

113,000

1D 0.00%

5D 1.80%

Buy Vol. 669,100

Sell Vol. 564,600

BVH

56,100

1D 1.08%

5D 6.25%

Buy Vol. 2,584,500

Sell Vol. 2,007,400

FPT

93,800

1D -1.57%

5D -1.78%

Buy Vol. 2,821,000

Sell Vol. 3,980,400

MWG

142,400

1D -1.73%

5D -5.07%

Buy Vol. 2,089,700

Sell Vol. 1,780,600

PNJ

101,600

1D -0.20%

5D 2.32%

Buy Vol. 596,800

Sell Vol. 830,900

REE

59,200

1D 0.17%

5D 1.37%

Buy Vol. 1,581,900

Sell Vol. 2,221,900

SSI

39,600

1D -3.30%

5D 2.86%

Buy Vol. 31,071,500

Sell Vol. 34,553,100

HPG

66,800

1D -1.47%

5D 0.30%

Buy Vol. 30,503,300

Sell Vol. 39,569,700

- HPG: Vice Chairman Tran Tuan Duong sold 12 million units of HPG, reducing the holding rate to 2.31%. Mr. Duong's 3 children also bought 12 million HPG shares, 4 million shares each.