Market Brief 02/06/2021

VIETNAM STOCK MARKET

VN-INDEX

1,340.78

1D 0.22%

YTD 21.95%

VN30

1,478.85

1D -0.27%

YTD 39.73%

HNX

322.05

1D 1.12%

YTD 63.39%

UPCOM

89.39

1D 0.59%

YTD 21.08%

Net Foreign buy (B)

-1,267.23

1D 0.00%

YTD 0.00%

Total trading value (B)

32,127.92

1D 301.05%

YTD 87.30%

- Foreign investors still traded in a more negative direction and significantly affected the overall market movement. Specifically, today's foreign capital flow bought 34.4 million shares, worth 1,682 billion dong, while selling 54.7 million shares, worth 2,932 billion dong. Total net selling volume was at 20.2 million shares, equivalent to a net selling value of VND 1,267 billion.

ETF & DERIVATIVES

E1VFVN30

24,590

1D -1.52%

YTD 30.80%

FUEMAV30

17,350

1D -1.42%

YTD 38.47%

FUESSV30

18,710

1D 0.65%

YTD 40.36%

FUESSV50

21,200

1D -0.93%

YTD 34.18%

FUESSVFL

22,150

1D -0.40%

YTD 62.27%

FUEVFVND

25,080

1D 0.32%

YTD 45.81%

FUEVN100

18,750

1D 1.08%

YTD 34.41%

VN30F2112

1,471

1D -0.18%

YTD 0.00%

VN30F2109

1,476

1D -0.22%

YTD 0.00%

VN30F2107

1,475

1D -0.41%

YTD 0.00%

VN30F2106

1,482

1D -0.39%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,946.14

1D 0.23%

YTD 5.47%

Shanghai

3,597.14

1D -0.76%

YTD 5.35%

Kospi

3,224.23

1D 0.07%

YTD 12.21%

Hang Seng

29,268.62

1D -0.33%

YTD 7.81%

STI (Singapore)

3,161.04

1D -0.82%

YTD 10.17%

SET (Thái Lan)

1,617.55

1D -0.06%

YTD 11.61%

Crude oil ($/barrel)

68.33

1D 0.29%

YTD 41.47%

Gold ($/ounce)

1,898.85

1D -0.17%

YTD -0.25%

- Asian stocks mixed. In Japan, the Nikkei 225 gained 0.23%. The Chinese market fell with the Shanghai Composite down 0.76% and the Shenzhen Component down 1.176 percent. Hong Kong's Hang Seng fell 0.33%. South Korea's Kospi index rose 0.07%.

VIETNAM ECONOMY

Vnibor

1.54%

YTD (bps) 141

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.19%

1D (bps) -3

YTD (bps) -3

10 year-Gov. Bond

2.21%

1D (bps) -5

YTD (bps) 18

USD/VND

23,140

1D (%) -0.02%

YTD (%) -0.16%

EUR/VND

28,854

1D (%) -0.41%

YTD (%) -0.86%

CNY/VND

3,678

1D (%) -0.08%

YTD (%) 2.94%

- The government agreed to reduce electricity bills for the third time for people. In 2020, due to the impact of the Covid-19 pandemic, the Ministry of Industry and Trade and EVN had 2 support for electricity price reduction for most customers, with a total amount of up to VND 12,263 billion.

SELECTED NEWS

VN30

BANK

VCB

106,000

1D 2.22%

5D 5.58%

Buy Vol. 7,721,700

Sell Vol. 6,258,600

BID

47,400

1D -1.25%

5D 1.61%

Buy Vol. 9,083,000

Sell Vol. 10,101,600

CTG

52,000

1D -1.14%

5D 0.97%

Buy Vol. 26,931,400

Sell Vol. 24,572,400

TCB

52,800

1D -0.56%

5D 0.00%

Buy Vol. 35,807,600

Sell Vol. 37,182,000

VPB

70,200

1D 1.30%

5D 3.85%

Buy Vol. 48,872,100

Sell Vol. 41,219,300

MBB

38,500

1D 0.79%

5D 2.67%

Buy Vol. 47,103,400

Sell Vol. 35,612,400

HDB

34,000

1D -0.87%

5D 3.66%

Buy Vol. 8,763,900

Sell Vol. 9,115,300

TPB

37,200

1D -1.59%

5D 3.48%

Buy Vol. 8,067,600

Sell Vol. 8,377,300

STB

32,200

1D -0.62%

5D 9.15%

Buy Vol. 94,526,800

Sell Vol. 81,766,100

- BID: An individual investor buys VND1,000 billion of BIDV bonds. Bonds purchased by individual investors have a term of 7 years, the interest rate for the first payment period is 6.33%/year. The bank also issued 800 billion dong of bonds to an insurance company with a term of 15 years, a fixed interest rate of 6.9%/year. Subsequent years are calculated at the reference interest rate plus 0.75%/year.

REAL ESTATE

NVL

139,400

1D 2.65%

5D 4.42%

Buy Vol. 5,026,500

Sell Vol. 4,457,700

TCH

22,200

1D 1.60%

5D -3.48%

Buy Vol. 10,663,800

Sell Vol. 9,255,500

KDH

39,500

1D -0.13%

5D 6.47%

Buy Vol. 5,818,400

Sell Vol. 6,958,500

PDR

77,100

1D 1.72%

5D 3.07%

Buy Vol. 4,046,100

Sell Vol. 3,436,400

- TCH: announced the completion of selling all over 9.7 million treasury shares at an average price of 23,042 VND/share. The amount collected is 224 billion VND.

OIL & GAS

GAS

87,400

1D 4.42%

5D 6.72%

Buy Vol. 4,291,000

Sell Vol. 2,902,000

POW

11,900

1D -1.65%

5D 2.15%

Buy Vol. 15,675,300

Sell Vol. 31,627,700

PLX

55,200

1D 0.91%

5D -0.18%

Buy Vol. 5,965,900

Sell Vol. 6,296,400

- Gas price today (June 2) increased by nearly 0.5% to 3.08 USD/mmBTU for natural gas contract delivered in July 2021 at 11:05 am (GMT).

VINGROUP

VIC

117,500

1D -2.08%

5D -3.45%

Buy Vol. 3,865,300

Sell Vol. 5,305,000

VHM

104,400

1D 0.38%

5D -1.23%

Buy Vol. 4,730,800

Sell Vol. 6,539,800

VRE

30,100

1D -1.95%

5D -3.68%

Buy Vol. 6,372,100

Sell Vol. 8,927,600

- VIC: In general, in May, VIC was the stock that was bought the most by proprietary trading with a value of 222.4 billion dong. VHM was also net bought 85.4 billion dong.

FOOD & BEVERAGE

VNM

89,400

1D -0.56%

5D -1.76%

Buy Vol. 5,719,500

Sell Vol. 5,627,800

MSN

105,700

1D -1.21%

5D -6.95%

Buy Vol. 2,951,000

Sell Vol. 3,226,600

SBT

19,900

1D 1.53%

5D 2.84%

Buy Vol. 4,829,800

Sell Vol. 4,752,400

- Raising beef cattle can become a growth engine for Vinamilk in the long term. This may be the main driving force for Vinamilk's group to hit the ceiling simultaneously today.

OTHERS

BVH

106,600

1D 0.38%

5D -5.66%

Buy Vol. 838,900

Sell Vol. 700,900

VJC

106,600

1D 0.38%

5D -5.66%

Buy Vol. 838,900

Sell Vol. 700,900

FPT

85,500

1D -1.84%

5D 4.24%

Buy Vol. 4,345,800

Sell Vol. 5,523,700

MWG

138,800

1D 1.68%

5D -4.21%

Buy Vol. 1,302,700

Sell Vol. 1,008,800

PNJ

100,500

1D 0.00%

5D -1.28%

Buy Vol. 1,188,400

Sell Vol. 1,447,000

REE

56,000

1D -1.75%

5D -5.25%

Buy Vol. 1,218,700

Sell Vol. 1,275,300

SSI

46,000

1D 5.26%

5D 12.33%

Buy Vol. 34,606,900

Sell Vol. 23,246,800

HPG

54,000

1D -2.70%

5D 8.33%

Buy Vol. 60,111,100

Sell Vol. 65,745,300

- HPG: HPG was still being sold the most by foreign investors with a value of up to 957 billion dong in today's session, far ahead of VIC with 179 billion dong. Thus, HPG was net sold by foreign investors for 9 consecutive sessions with a total value of nearly 3,500 billion dong.