Market Brief 21/07/2021
VIETNAM STOCK MARKET
VN-INDEX
1,270.79
1D -0.20%
YTD 15.58%
VN30
1,406.54
1D -0.32%
YTD 32.89%
HNX
300.80
1D -0.10%
YTD 52.61%
UPCOM
84.30
1D 0.73%
YTD 14.18%
Net Foreign buy (B)
-1,440.83
1D 0.00%
YTD 0.00%
Total trading value (B)
17,885.95
1D -14.37%
YTD 4.27%
- The minus point today is foreign investors when they net sold a record of 1,441 billion dong in the whole market. Notably, VIC shares were net withdrawn by foreign investors of nearly 1,180 billion dong with a volume of more than 11.4 million shares, mainly through put-through transactions.
ETF & DERIVATIVES
E1VFVN30
23,600
1D -1.58%
YTD 25.53%
FUEMAV30
16,730
1D 1.39%
YTD 33.52%
FUESSV50
20,500
1D 0.00%
YTD 29.75%
FUESSVFL
20,470
1D 0.15%
YTD 49.96%
FUEVFVND
24,480
1D 2.77%
YTD 42.33%
FUEVN100
17,560
1D -0.45%
YTD 25.88%
VN30F2203
1,400
1D -0.10%
YTD 0.00%
VN30F2112
1,413
1D 0.54%
YTD 0.00%
VN30F2109
1,403
1D -0.31%
YTD 0.00%
VN30F2108
1,402
1D -0.21%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,548.00
1D -0.80%
YTD 0.38%
Shanghai
3,562.66
1D 0.73%
YTD 4.34%
Kospi
3,215.91
1D -0.52%
YTD 11.92%
Hang Seng
27,201.00
1D -0.43%
YTD 0.20%
STI (Singapore)
3,119.00
1D 0.25%
YTD 8.71%
SET (Thái Lan)
1,540.88
1D 0.13%
YTD 6.32%
Crude oil ($/barrel)
68.19
1D 1.94%
YTD 41.18%
Gold ($/ounce)
1,802.20
1D -0.19%
YTD -5.33%
- Asian stocks mixed after Wall Street's rally. Japan's Nikkei 225 fell 0.8%. China's stock market rallied with the Shanghai Composite up 0.73% and the Shenzhen Component up 1.341%. Hong Kong's Hang Seng fell 0.43%. South Korea's Kospi index fell 0.52%.
VIETNAM ECONOMY
Vnibor
0.95%
YTD (bps) 82
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.17%
1D (bps) 6
YTD (bps) -5
10 year-Gov. Bond
2.12%
1D (bps) 6
YTD (bps) 9
USD/VND
23,115
1D (%) -0.04%
YTD (%) -0.27%
EUR/VND
27,722
1D (%) -0.04%
YTD (%) -4.75%
CNY/VND
3,627
1D (%) 0.17%
YTD (%) 1.51%
- According to the latest information announced by the General Department of Customs on July 20, export turnover reached USD12.78b, a sharp decrease of USD2b compared to the second half of June 2021 and a decrease of 13.9% compared to the previous year. Import turnover reached 14.6 billion USD, an increase of nearly 700 million USD compared to the second half of June 2021 but down 4.8% over the same period in 2020. In the first 15 days of July 2021, Vietnam had a trade deficit. 1.82 billion USD.
EVENT CALENDAR
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Ex-right date Sun, 11/24/24
No event for this day
No event for this day
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SELECTED NEWS
- Trade deficit increased to more than 3 billion USD
- Steel, cement, oil and gas enterprises are at risk of environmental tax when exporting to Sweden
- The chip supply chain was interrupted again because of the epidemic in Vietnam and Southeast Asian countries
- The US is worried about China taking over agricultural land
- The dilemma of central banks before the real estate fever
- Severe rain and floods, China sent the army to the risk of dam failure
VN30
BANK
VCB
99,000
1D -1.20%
5D -2.75%
Buy Vol. 2,136,600
Sell Vol. 2,372,900
BID
40,700
1D -0.73%
5D -4.46%
Buy Vol. 2,809,200
Sell Vol. 2,175,100
CTG
32,850
1D -1.20%
5D -2.52%
Buy Vol. 17,791,700
Sell Vol. 22,553,700
TCB
50,300
1D 1.62%
5D -1.37%
Buy Vol. 41,647,500
Sell Vol. 39,896,500
VPB
60,300
1D -0.50%
5D -1.95%
Buy Vol. 12,686,500
Sell Vol. 13,955,800
MBB
28,000
1D 0.36%
5D -2.95%
Buy Vol. 21,859,700
Sell Vol. 25,701,100
HDB
32,200
1D -3.59%
5D -1.38%
Buy Vol. 6,250,000
Sell Vol. 5,966,500
TPB
33,100
1D 0.30%
5D 0.30%
Buy Vol. 8,312,400
Sell Vol. 9,546,800
STB
27,850
1D -0.89%
5D 1.64%
Buy Vol. 32,874,500
Sell Vol. 31,866,200
- TPB: reported profit before and after tax in the second quarter increased by 55% over the same period, reaching VND 1,585 billion and VND 1,269 billion respectively, mainly thanks to the increase in net interest income and revenue from services.
REAL ESTATE
NVL
103,100
1D -0.39%
5D -0.87%
Buy Vol. 4,531,200
Sell Vol. 3,982,900
TCH
18,900
1D 0.27%
5D -1.05%
Buy Vol. 55,501,000
Sell Vol. 18,012,300
KDH
36,650
1D -0.68%
5D -0.41%
Buy Vol. 3,375,900
Sell Vol. 3,596,500
PDR
88,400
1D -1.67%
5D 1.03%
Buy Vol. 3,025,700
Sell Vol. 3,482,300
- PDR: Q2 gross profit increased by 91% QoQ, equivalent to VND 407.7b ; accumulated in the first 6 months of the year reached 792.6b dong, up 71%. Gross profit margin in the quarter reached 75.5%, and the same period last year (38.6%).
OIL & GAS
GAS
87,400
1D -1.80%
5D -4.27%
Buy Vol. 1,093,600
Sell Vol. 977,200
POW
10,250
1D -0.49%
5D -1.91%
Buy Vol. 12,859,900
Sell Vol. 10,480,700
PLX
50,000
1D 1.32%
5D -1.77%
Buy Vol. 1,772,200
Sell Vol. 2,277,000
- PLX: continue to sell 8 million treasury shares to supplement business capital. Previously, in March 2021 and June 2021, PLX sold treasury shares, each transaction made 25 million shares.
VINGROUP
VIC
104,000
1D 0.97%
5D 0.97%
Buy Vol. 4,150,900
Sell Vol. 4,963,500
VHM
108,000
1D 1.31%
5D -1.37%
Buy Vol. 4,789,300
Sell Vol. 5,174,100
VRE
27,400
1D 2.62%
5D -3.01%
Buy Vol. 8,764,500
Sell Vol. 9,740,700
- VIC saw a net withdrawal of nearly 1,180 billion dong with a volume of more than 11.4 million shares, mainly through put-through transactions in today's session.
FOOD & BEVERAGE
VNM
85,300
1D -0.70%
5D 0.35%
Buy Vol. 3,312,700
Sell Vol. 2,806,600
MSN
122,000
1D -0.81%
5D 4.99%
Buy Vol. 2,084,100
Sell Vol. 2,337,900
SBT
18,400
1D -0.54%
5D 5.14%
Buy Vol. 3,113,800
Sell Vol. 3,017,700
- VNM: MCM subsidiary's gross profit margin improved from 29.6% to 32% since merging with Vinamilk. Accordingly, Moc Chau Milk reported a 48% increase in profit in the second quarter over the same period.
OTHERS
BVH
114,000
1D -0.44%
5D -2.56%
Buy Vol. 779,600
Sell Vol. 841,200
VJC
114,000
1D -0.44%
5D -2.56%
Buy Vol. 779,600
Sell Vol. 841,200
FPT
86,600
1D -0.23%
5D 1.64%
Buy Vol. 6,478,600
Sell Vol. 6,288,000
MWG
163,400
1D -0.73%
5D -1.86%
Buy Vol. 1,013,300
Sell Vol. 994,500
PNJ
91,200
1D -0.87%
5D -5.00%
Buy Vol. 1,181,900
Sell Vol. 799,100
REE
52,200
1D 0.97%
5D 2.15%
Buy Vol. 1,125,500
Sell Vol. 910,400
SSI
51,500
1D -2.28%
5D 0.98%
Buy Vol. 16,805,500
Sell Vol. 21,527,400
HPG
46,750
1D -1.16%
5D 3.89%
Buy Vol. 36,124,600
Sell Vol. 43,569,300
- SSI: Pre-tax profit according to SSI's separate financial statements reached VND 1,232 billion after 6 months, an increase of 84% over the same period. It is expected that consolidated profit before tax for the first 6 months of the year will reach VND 1,255 billion, up 90% compared to the first half of 2020 and completed 64% of the plan. Margin loan balance at the end of the second quarter reached VND 15,539 billion, up 72% compared to the beginning of the year, also a record level for SSI's margin lending.
Market by numbers
TOP MOST TRADED TICKERS (VOLUME - IN MILLION)
FOREIGN NET FLOW 10 NEAREST SESSIONS (BILLION VND)
TOP INCREASES 3 CONSECUTIVE SESSIONS
TOP DECREASES 3 CONSECUTIVE SESSIONS
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