Market Brief 28/05/2021

VIETNAM STOCK MARKET

VN-INDEX

1,320.46

1D 1.30%

YTD 20.10%

VN30

1,458.78

1D 1.49%

YTD 37.83%

HNX

310.46

1D 1.97%

YTD 57.51%

UPCOM

86.11

1D 2.41%

YTD 16.63%

Net Foreign buy (B)

28.20

Total trading value (B)

30,450.04

1D 4.74%

YTD 77.52%

- In the last trading session of the week on May 28, bank stock price continued to make a strong breakthrough with 100% of stocks traded on 3 exchanges, HNX, HSX and UPCoM gaining in price, of which many stocks hit the ceiling price. The stocks that hit the ceiling were BVB, NAB, VBB, SGB LPB, STB...

ETF & DERIVATIVES

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,149.41

1D 0.15%

YTD 6.21%

Shanghai

3,600.78

1D -0.22%

YTD 5.46%

Kospi

3,188.73

1D 0.73%

YTD 10.97%

Hang Seng

29,135.37

1D -0.29%

YTD 7.32%

STI (Singapore)

3,178.50

1D 0.43%

YTD 10.78%

SET (Thái Lan)

1,581.98

1D -0.06%

YTD 9.15%

Crude oil ($/barrel)

67.23

1D -0.03%

YTD 39.19%

Gold ($/ounce)

1,893.40

1D -0.09%

YTD -0.54%

- Asian stocks mixed. In Japan, the Nikkei 225 gained 0.15%. In the Chinese market, the Shanghai Composite fell 0.22% and the Shenzhen Component fell 0.297%. Hong Kong's Hang Seng fell 0.29%. South Korea's Kospi index rose 0.73%.

VIETNAM ECONOMY

Vnibor

1.46%

1D (bps) 11

YTD (bps) 133

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.32%

1D (bps) -2

YTD (bps) 10

10 year-Gov. Bond

2.16%

1D (bps) 1

YTD (bps) 13

USD/VND

23,145

1D (%) 0.00%

YTD (%) -0.14%

EUR/VND

28,891

1D (%) 0.05%

YTD (%) -0.73%

CNY/VND

3,691

1D (%) 0.30%

YTD (%) 3.30%

- Japanese investor sponsored 25 million USD for the first wind power project in Vietnam. The wind power project with a capacity of 144MW in Quang Tri is financed in the form of a loan from JICA in Vietnam and is the first large-scale wind power project in Vietnam invested by a Japanese enterprise.

SELECTED NEWS

VN30

BANK

VCB

99,600

1D 0.91%

5D 2.89%

Buy Vol. 3,838,400

Sell Vol. 4,485,800

BID

47,150

1D 3.85%

5D 5.36%

Buy Vol. 16,068,800

Sell Vol. 14,496,800

CTG

51,200

1D 1.99%

5D 6.11%

Buy Vol. 32,231,100

Sell Vol. 31,714,100

TCB

53,000

1D 3.11%

5D 4.33%

Buy Vol. 39,145,900

Sell Vol. 30,665,000

VPB

68,600

1D 1.93%

5D 1.18%

Buy Vol. 64,125,100

Sell Vol. 59,911,700

MBB

37,700

1D 3.29%

5D 8.80%

Buy Vol. 57,416,600

Sell Vol. 46,068,000

HDB

32,850

1D 2.66%

5D 2.98%

Buy Vol. 12,093,400

Sell Vol. 13,112,400

TPB

36,100

1D 2.85%

5D 9.39%

Buy Vol. 13,532,300

Sell Vol. 11,023,600

STB

31,850

1D 6.88%

5D 10.40%

Buy Vol. 132,056,300

Sell Vol. 90,419,700

- HDB: Hoang Anh Gia Lai Joint Stock Company (HAG) has just announced the purchase of 328 billion dong of bonds before the issuance date of December 29, 2016. Previously, HAG issued 930 billion dong of bonds at par value. The bondholder is HDBank. The bond volume before redemption at par value is VND 735 billion. Thus, after completing this bond buyback before maturity, the remaining bond volume at par value is VND 407 billion.

REAL ESTATE

NVL

134,900

1D -0.81%

5D -1.75%

Buy Vol. 4,045,300

Sell Vol. 2,615,800

TCH

22,500

1D 1.81%

5D 0.00%

Buy Vol. 12,394,200

Sell Vol. 11,618,400

KDH

39,000

1D 0.00%

5D 4.28%

Buy Vol. 5,456,000

Sell Vol. 6,047,900

PDR

77,800

1D 0.39%

5D 2.37%

Buy Vol. 5,864,100

Sell Vol. 5,183,300

- NVL: is the unit with a remarkable plan to increase capital this year. At the beginning of the year, the company successfully offered nearly 77.6 million shares to existing shareholders at the price of 59,200 VND/share, earning 4,600 billion VND.

OIL & GAS

GAS

82,000

1D 2.37%

5D 1.23%

Buy Vol. 1,439,000

Sell Vol. 1,401,500

POW

11,700

1D 0.43%

5D 0.00%

Buy Vol. 20,577,300

Sell Vol. 25,870,000

PLX

54,800

1D 1.67%

5D -4.53%

Buy Vol. 7,401,000

Sell Vol. 6,836,800

- POW: Because there are still many projects to be implemented in 2021 while the development investment fund is limited, the company decided to pay a dividend at the rate of 2%.

VINGROUP

VIC

119,800

1D -0.42%

5D -2.20%

Buy Vol. 2,968,400

Sell Vol. 3,209,600

VHM

104,600

1D 0.19%

5D 0.67%

Buy Vol. 7,941,900

Sell Vol. 7,328,300

VRE

30,550

1D -0.65%

5D 0.66%

Buy Vol. 11,309,500

Sell Vol. 12,490,300

- VIC: Bondholders will receive 59 million VIC shares at a conversion price of nearly 115.00 VND/share

FOOD & BEVERAGE

VNM

91,100

1D 0.66%

5D 2.13%

Buy Vol. 5,876,200

Sell Vol. 6,590,600

MSN

112,500

1D 2.27%

5D 0.54%

Buy Vol. 4,297,800

Sell Vol. 3,428,200

SBT

19,700

1D 3.14%

5D -1.01%

Buy Vol. 4,515,200

Sell Vol. 4,871,900

- 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

112,000

1D -0.88%

5D -0.62%

Buy Vol. 730,500

Sell Vol. 730,000

BVH

55,500

1D -1.07%

5D 4.13%

Buy Vol. 1,081,700

Sell Vol. 1,015,800

FPT

94,800

1D 1.07%

5D 1.07%

Buy Vol. 3,983,600

Sell Vol. 3,472,800

MWG

142,700

1D 0.21%

5D -1.86%

Buy Vol. 2,354,300

Sell Vol. 1,357,100

PNJ

101,000

1D -0.59%

5D -0.79%

Buy Vol. 907,200

Sell Vol. 943,200

REE

59,300

1D 0.17%

5D 2.24%

Buy Vol. 1,234,000

Sell Vol. 1,460,800

SSI

41,800

1D 5.56%

5D 7.18%

Buy Vol. 41,360,300

Sell Vol. 29,813,100

HPG

67,100

1D 0.45%

5D 2.29%

Buy Vol. 53,660,400

Sell Vol. 53,669,400

- HPG: Can Tho has just approved a document for Hoa Phat Group to survey, research and propose a project of a high-class commercial and service urban area in Binh Thuy district, with an area of about 452 hectares. The period of research and survey is 6 months from May 27.