Market Brief 31/05/2021

VIETNAM STOCK MARKET

VN-INDEX

1,328.05

1D 0.57%

YTD 20.79%

VN30

1,474.78

1D 1.10%

YTD 39.34%

HNX

317.85

1D 2.38%

YTD 61.26%

UPCOM

88.77

1D 3.09%

YTD 20.24%

Net Foreign buy (B)

-1,718.09

1D 0.00%

YTD 0.00%

Total trading value (B)

31,719.97

1D 4.17%

YTD 84.92%

- Matching value on all 3 exchanges set a record, VN-Index reached a new high. In general, the total trading volume reached more than 1.03 billion shares, equivalent to a trading value of nearly 32,000 billion dong. Matching value set a record according to each exchange, HoSE was 23,840 billion dong, HNX was 4,360 billion dong and UPCoM was 1,898 billion dong.

ETF & DERIVATIVES

E1VFVN30

24,690

1D 0.86%

YTD 31.33%

FUEMAV30

17,300

1D 1.65%

YTD 38.07%

FUESSV30

18,190

1D 0.72%

YTD 36.46%

FUESSV50

21,000

1D 0.48%

YTD 32.91%

FUESSVFL

22,150

1D 2.26%

YTD 62.27%

FUEVFVND

24,470

1D 0.41%

YTD 42.27%

FUEVN100

18,290

1D 0.00%

YTD 31.11%

VN30F2112

1,465

1D 1.09%

YTD 0.00%

VN30F2109

1,472

1D 1.36%

YTD 0.00%

VN30F2107

1,474

1D 1.16%

YTD 0.00%

VN30F2106

1,480

1D 1.16%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,860.08

1D -0.24%

YTD 5.16%

Shanghai

3,615.48

1D 0.41%

YTD 5.89%

Kospi

3,203.92

1D 0.48%

YTD 11.50%

Hang Seng

29,143.87

1D 0.58%

YTD 7.36%

STI (Singapore)

3,164.28

1D -0.45%

YTD 10.28%

SET (Thái Lan)

1,593.59

1D 0.73%

YTD 9.95%

Crude oil ($/barrel)

67.06

1D 0.75%

YTD 38.84%

Gold ($/ounce)

1,905.65

1D -0.19%

YTD 0.11%

- China releases manufacturing PMI, Asian stocks mixed. In Japan, the Nikkei 225 fell 0.24%. The Chinese market rose with Shanghai Composite up 0.41%, Shenzhen Component up 0.966%. Hong Kong's Hang Seng rose 0.58%. South Korea's Kospi index rose 0.48%.

VIETNAM ECONOMY

Vnibor

1.42%

1D (bps) -4

YTD (bps) 129

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.34%

1D (bps) 2

YTD (bps) 12

10 year-Gov. Bond

2.15%

1D (bps) -1

YTD (bps) 12

USD/VND

23,144

1D (%) 0.00%

YTD (%) -0.15%

EUR/VND

28,897

1D (%) -0.04%

YTD (%) -0.71%

CNY/VND

3,688

1D (%) -0.03%

YTD (%) 3.22%

- The State Bank, Deposit Insurance, and Policy Bank are the organizations that will grant special loans with 0% interest to specially controlled credit institutions that satisfy the following conditions. The ratio of loans to collateral is not lower than 170%, according to the draft new circular.

SELECTED NEWS

VN30

BANK

VCB

98,600

1D -1.00%

5D 1.23%

Buy Vol. 4,046,500

Sell Vol. 5,441,500

BID

48,700

1D 3.29%

5D 5.87%

Buy Vol. 11,123,600

Sell Vol. 10,298,000

CTG

53,100

1D 3.71%

5D 3.71%

Buy Vol. 35,244,800

Sell Vol. 25,112,300

TCB

53,700

1D 1.32%

5D 5.50%

Buy Vol. 32,778,800

Sell Vol. 26,035,600

VPB

69,200

1D 0.87%

5D 3.75%

Buy Vol. 57,022,300

Sell Vol. 45,403,600

MBB

38,000

1D 0.80%

5D 9.35%

Buy Vol. 60,218,700

Sell Vol. 49,283,600

HDB

33,800

1D 2.89%

5D 6.46%

Buy Vol. 17,919,000

Sell Vol. 15,914,300

TPB

37,450

1D 3.74%

5D 12.29%

Buy Vol. 11,149,900

Sell Vol. 5,456,400

STB

33,800

1D 6.12%

5D 16.96%

Buy Vol. 76,821,000

Sell Vol. 65,565,600

- CTG: VietinBank plans to issue 1,082,375,087 shares, equivalent to 29,0695% of outstanding shares to pay dividends. The expected implementation time is in the third - fourth quarter of 2021. After the issuance, the charter capital of VietinBank will increase from VND 37,234 billion to VND 48,057 billion.

REAL ESTATE

NVL

134,600

1D -0.22%

5D -0.30%

Buy Vol. 3,224,400

Sell Vol. 2,458,400

TCH

22,300

1D -0.89%

5D -5.11%

Buy Vol. 8,743,900

Sell Vol. 11,908,700

KDH

39,450

1D 1.15%

5D 5.34%

Buy Vol. 7,945,500

Sell Vol. 6,927,900

PDR

77,000

1D -1.03%

5D 0.79%

Buy Vol. 4,182,600

Sell Vol. 4,525,400

- NVL: Expected to issue nearly 386 million shares to increase charter capital, with the ratio 555:198, Ex-rights date 09/06/2021

OIL & GAS

GAS

82,600

1D 0.73%

5D 0.73%

Buy Vol. 1,427,700

Sell Vol. 1,496,100

POW

11,750

1D 0.43%

5D -0.42%

Buy Vol. 22,614,100

Sell Vol. 24,798,800

PLX

54,600

1D -0.36%

5D -3.02%

Buy Vol. 5,997,900

Sell Vol. 5,666,300

- On the world market, crude oil prices were mixed in this morning session after rising more than 5% last weekend on forecasts of increased demand during the driving season.

VINGROUP

VIC

117,500

1D -1.92%

5D -3.77%

Buy Vol. 3,403,500

Sell Vol. 3,750,900

VHM

102,600

1D -1.91%

5D -3.21%

Buy Vol. 9,044,100

Sell Vol. 9,228,500

VRE

29,400

1D -3.76%

5D -4.70%

Buy Vol. 13,294,700

Sell Vol. 15,485,400

- VIC: Vinpearl is expected to transfer nearly 59.2 million VIC shares (1.72%). After the transaction, Vinpearl will hold more than 49.7 million VIC shares (1.44%).

FOOD & BEVERAGE

VNM

90,500

1D -0.66%

5D -0.77%

Buy Vol. 5,086,800

Sell Vol. 6,930,200

MSN

110,100

1D -2.13%

5D -1.70%

Buy Vol. 1,861,000

Sell Vol. 2,136,800

SBT

19,900

1D 1.02%

5D -0.25%

Buy Vol. 3,651,400

Sell Vol. 4,267,800

- MSN: just approved the plan to advance 10% cash dividend. With more than 1.17 billion shares outstanding, the amount spent in this phase is 1,175 billion dong.

OTHERS

BVH

110,000

1D -1.79%

5D -3.08%

Buy Vol. 752,100

Sell Vol. 741,500

VJC

110,000

1D -1.79%

5D -3.08%

Buy Vol. 752,100

Sell Vol. 741,500

FPT

97,900

1D 3.27%

5D 4.71%

Buy Vol. 7,720,700

Sell Vol. 4,721,000

MWG

138,500

1D -2.94%

5D -5.14%

Buy Vol. 2,422,600

Sell Vol. 2,244,400

PNJ

100,900

1D -0.10%

5D -0.98%

Buy Vol. 754,900

Sell Vol. 1,116,700

REE

58,200

1D -1.85%

5D -1.52%

Buy Vol. 883,000

Sell Vol. 1,256,400

SSI

44,400

1D 6.22%

5D 11.56%

Buy Vol. 31,011,200

Sell Vol. 21,325,200

HPG

52,700

1D 6.83%

5D 9.60%

Buy Vol. 117,371,700

Sell Vol. 78,040,700

- HPG: Hoa Phat becomes the owner of Roper Valley iron ore project with estimated reserve of 320 million tons and mining capacity of 4 million tons/year. Hoa Phat Group said that it is still researching to invest in buying some new iron mines in Australia, in order to ensure a long-term supply of at least 50% of the group's iron ore demand (equivalent to 10 million tons/per year).