Market Brief 22/06/2021

VIETNAM STOCK MARKET

VN-INDEX

1,379.97

1D 0.53%

YTD 25.51%

VN30

1,489.24

1D 0.74%

YTD 40.71%

HNX

317.09

1D 0.27%

YTD 60.88%

UPCOM

90.10

1D 0.43%

YTD 22.04%

Net Foreign buy (B)

-445.05

Total trading value (B)

27,962.75

1D 2.60%

YTD 63.02%

- Foreign investors bought 36.3 million shares, worth 1,978 billion dong, while selling 56 million shares, worth 2,412 billion dong. Total net selling volume was at 19.8 million shares, equivalent to a net selling value of over 445 billion dong. Particularly on HoSE, foreign investors net bought back nearly 102 billion dong, however, in terms of volume, this capital flow sold 4.7 million shares.

ETF & DERIVATIVES

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,884.13

1D 0.83%

YTD 5.25%

Shanghai

3,557.41

1D 0.80%

YTD 4.19%

Kospi

3,263.88

1D 0.71%

YTD 13.59%

Hang Seng

28,254.37

1D -0.72%

YTD 4.08%

STI (Singapore)

3,153.47

1D 0.00%

YTD 9.91%

SET (Thái Lan)

1,599.23

1D -0.12%

YTD 10.34%

Crude oil ($/barrel)

72.72

1D -0.57%

YTD 50.56%

Gold ($/ounce)

1,785.35

1D 0.06%

YTD -6.21%

- Asian stocks mostly rose, Japanese markets recovered. In Japan, Nikkei 225 gained 0.83 after plunging more than 3% on June 21 session. Mainland China markets rose with Shanghai Composite up 0.8% and Shenzhen Component up 0.376%. Hong Kong's Hang Seng was in the opposite direction, down 0.72%. South Korea's Kospi index rose 0.71%.

VIETNAM ECONOMY

Vnibor

1.10%

1D (bps) 11

YTD (bps) 97

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.23%

1D (bps) 8

YTD (bps) 1

10 year-Gov. Bond

2.00%

1D (bps) -13

YTD (bps) -3

USD/VND

23,120

1D (%) 0.00%

YTD (%) -0.25%

EUR/VND

28,205

1D (%) 0.00%

YTD (%) -3.09%

CNY/VND

3,630

1D (%) 0.00%

YTD (%) 1.60%

- As of June 15, credit growth of the whole economy reached 5.1% compared to the end of last year, the same period in 2020 increased by 2.26%. Total M2 payment instruments increased by 3.96% and increased by 14.27% over the same period in 2020. The deposit and lending interest rates in April 2021 decreased by 0.3%/year compared to December 2020.

SELECTED NEWS

VN30

BANK

VCB

107,600

1D 0.94%

5D 4.67%

Buy Vol. 2,130,600

Sell Vol. 2,318,500

BID

45,000

1D 0.00%

5D 0.22%

Buy Vol. 4,302,500

Sell Vol. 4,739,900

CTG

51,900

1D 3.18%

5D -0.38%

Buy Vol. 39,726,500

Sell Vol. 35,212,400

TCB

50,900

1D 0.99%

5D -2.68%

Buy Vol. 27,320,600

Sell Vol. 26,365,700

VPB

66,000

1D -0.75%

5D -0.75%

Buy Vol. 22,977,800

Sell Vol. 26,727,000

MBB

42,000

1D 3.32%

5D 6.87%

Buy Vol. 69,551,300

Sell Vol. 57,390,100

HDB

34,350

1D 2.08%

5D -1.15%

Buy Vol. 8,677,100

Sell Vol. 8,346,000

TPB

35,450

1D 0.57%

5D -1.53%

Buy Vol. 5,471,600

Sell Vol. 6,472,600

STB

30,200

1D 1.17%

5D 0.33%

Buy Vol. 44,132,900

Sell Vol. 45,842,500

- The top 10 banks with the largest income from investment and securities trading are Techcombank, MB, OCB, HDBank, SCB, MSB, TPBank, VPBank, ACB, and Vietbank. It is worth noting that in these top banks there is no presence of the "big" state-owned banks (Vietcombank, VietinBank or BIDV). This shows that, in these banks, the securities segment is not a focus area, the proportion of total income is only 1%.

REAL ESTATE

NVL

113,500

1D 4.13%

5D 9.13%

Buy Vol. 4,599,000

Sell Vol. 4,448,500

TCH

22,700

1D -0.44%

5D 1.79%

Buy Vol. 8,833,500

Sell Vol. 12,402,200

KDH

37,300

1D -0.13%

5D 1.08%

Buy Vol. 2,989,800

Sell Vol. 3,162,300

PDR

88,400

1D -2.32%

5D -4.43%

Buy Vol. 4,661,900

Sell Vol. 4,684,300

- TCH: announces registration to buy 14.8m HHS shares from 25/6 to 24/7. The transaction method is an agreement through the exchange. If the transaction is completed, TCH will increase its ownership of HHS from 125.5m shares to 140.3m shares.

OIL & GAS

GAS

94,900

1D 2.04%

5D 6.99%

Buy Vol. 1,877,000

Sell Vol. 2,278,600

POW

12,550

1D 0.40%

5D 4.15%

Buy Vol. 23,035,900

Sell Vol. 33,768,300

PLX

58,600

1D 2.09%

5D 9.17%

Buy Vol. 10,025,100

Sell Vol. 6,876,300

- Natural gas prices continue to fall due to weak demand. Gas price today decreased by more than 0.1% to 3.19 USD/mmBTU for natural gas contract delivered in July 2021 at 9:30 am (GMT)

VINGROUP

VIC

117,500

1D 0.09%

5D -3.45%

Buy Vol. 3,284,700

Sell Vol. 3,533,900

VHM

111,500

1D -0.45%

5D -0.98%

Buy Vol. 3,848,300

Sell Vol. 4,843,700

VRE

31,500

1D -0.94%

5D -4.11%

Buy Vol. 5,137,600

Sell Vol. 7,117,100

- VRE: one of the top foreign net selling stocks in today's trading session with a value of VND 45.6 billion

FOOD & BEVERAGE

VNM

90,600

1D 0.00%

5D -2.48%

Buy Vol. 4,002,900

Sell Vol. 4,671,800

MSN

108,500

1D -0.18%

5D 1.88%

Buy Vol. 1,932,600

Sell Vol. 2,712,300

SBT

22,200

1D -0.45%

5D 8.29%

Buy Vol. 9,914,000

Sell Vol. 10,588,400

- SBT: may be excluded from the VN30 index's list because it does not meet the ranking criteria for capitalization.

OTHERS

VJC

115,000

1D 0.88%

5D -1.71%

Buy Vol. 677,700

Sell Vol. 724,900

BVH

59,900

1D 0.34%

5D -2.12%

Buy Vol. 2,242,700

Sell Vol. 3,559,600

FPT

85,400

1D -0.23%

5D 2.64%

Buy Vol. 2,505,600

Sell Vol. 3,884,900

MWG

146,000

1D 0.14%

5D 5.87%

Buy Vol. 1,241,500

Sell Vol. 1,178,300

PNJ

98,500

1D 0.41%

5D 2.60%

Buy Vol. 492,200

Sell Vol. 848,600

REE

57,600

1D -1.03%

5D 1.23%

Buy Vol. 974,200

Sell Vol. 1,172,100

SSI

49,500

1D 1.02%

5D -4.81%

Buy Vol. 13,683,400

Sell Vol. 16,975,100

HPG

51,700

1D 0.98%

5D -2.82%

Buy Vol. 31,763,900

Sell Vol. 33,362,500

- HPG: through the increase of capital in its subsidiary - Hoa Phat Steel Products Joint Stock Company from VND 3,500 billion to VND 5,500 billion. The additional capital of VND 2,000 billion will be contributed no later than July 11th. Hoa Phat's ownership rate after capital increase is 99.994%. Vice Chairman of the Board of Directors Nguyen Manh Tuan was assigned to manage Hoa Phat's capital contribution in this subsidiary.