Market Brief 27/07/2021

VIETNAM STOCK MARKET

VN-INDEX

1,276.93

1D 0.33%

YTD 16.14%

VN30

1,409.85

1D 0.42%

YTD 33.21%

HNX

306.00

1D 1.03%

YTD 55.25%

UPCOM

84.77

1D 1.07%

YTD 14.82%

Net Foreign buy (B)

274.60

Total trading value (B)

21,730.64

1D 19.64%

YTD 26.69%

- Foreign investors net bought a total of 274 billion dong on July 27. AGG was suddenly bought by foreign investors with a sudden net purchase of VND 372 billion and mainly through agreements. Specifically, this capital flow bought 45 million shares, worth 2,308 billion dong, while selling 37.4 million shares, worth 2,058 billion dong. Total net buying volume stood at 7.5 million shares.

ETF & DERIVATIVES

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,970.22

1D -0.04%

YTD 1.92%

Shanghai

3,381.18

1D -2.49%

YTD -0.97%

Kospi

3,232.53

1D 0.24%

YTD 12.50%

Hang Seng

25,060.87

1D -4.28%

YTD -7.68%

STI (Singapore)

3,138.81

1D -0.01%

YTD 9.40%

SET (Thái Lan)

1,537.63

1D -0.48%

YTD 6.09%

Crude oil ($/barrel)

71.95

1D -0.18%

YTD 48.96%

Gold ($/ounce)

1,795.70

1D 0.00%

YTD -5.67%

- Stock markets in Asia - Pacific were mixed in the session of July 27. Many big Chinese tech stocks in Hong Kong are still under selling pressure after the plunge at the beginning of the week. In Japan, the Nikkei 225 gained 0.04%. Mainland China market was strongly sold with Shanghai Composite down 2.49%, Shenzhen Component down 3,672%. Hong Kong's Hang Seng fell 4.28%, down more than 8% in just the first two sessions of the week.

VIETNAM ECONOMY

Vnibor

0.96%

YTD (bps) 83

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.26%

YTD (bps) 4

10 year-Gov. Bond

2.03%

1D (bps) -1

USD/VND

23,104

1D (%) -0.03%

YTD (%) -0.32%

EUR/VND

27,733

1D (%) -0.19%

YTD (%) -4.71%

CNY/VND

3,608

1D (%) -0.41%

YTD (%) 0.98%

- Disbursed foreign direct investment (FDI) capital reached 10.5 billion USD. increased by 3.8%, considered a "bright spot" in the FDI picture in the past 7 months. FDI capital invested in the processing and manufacturing industry is the most.

SELECTED NEWS

VN30

BANK

VCB

95,000

1D -1.04%

5D -5.19%

Buy Vol. 3,808,000

Sell Vol. 4,465,500

BID

40,200

1D 0.50%

5D -1.95%

Buy Vol. 2,442,200

Sell Vol. 2,869,800

CTG

32,500

1D 1.09%

5D -2.26%

Buy Vol. 26,726,400

Sell Vol. 25,074,600

TCB

49,750

1D 1.53%

5D 0.51%

Buy Vol. 20,655,400

Sell Vol. 22,540,900

VPB

57,000

1D 0.53%

5D -5.94%

Buy Vol. 19,984,600

Sell Vol. 19,039,000

MBB

27,400

1D 0.74%

5D -1.79%

Buy Vol. 20,727,100

Sell Vol. 19,037,800

HDB

32,500

1D 0.00%

5D -2.69%

Buy Vol. 7,041,700

Sell Vol. 6,145,400

TPB

34,100

1D 3.65%

5D 3.33%

Buy Vol. 14,297,000

Sell Vol. 12,692,500

STB

29,100

1D 1.39%

5D 3.56%

Buy Vol. 51,963,900

Sell Vol. 53,371,200

- TCB: The daughter of the Chairman of the Board of Directors of TCB has successfully purchased nearly 22.5 million shares of TCB (0.64%) through put-through transactions. Transaction time from 12/07/2021-07/26/2021 - CTG: Successfully issued more than 1 million shares to pay dividends, the time to transfer shares in August 2021, thereby helping to increase the total number of outstanding shares to more than 4.8 million shares. .

REAL ESTATE

NVL

106,500

1D -0.93%

5D 2.90%

Buy Vol. 5,751,400

Sell Vol. 7,077,900

TCH

18,800

1D 1.08%

5D -0.27%

Buy Vol. 7,800,100

Sell Vol. 8,038,500

KDH

39,250

1D 0.26%

5D 6.37%

Buy Vol. 7,639,200

Sell Vol. 7,796,400

PDR

89,800

1D -0.77%

5D -0.11%

Buy Vol. 4,008,800

Sell Vol. 3,952,000

- NVL: Additional listing of 5,952,034 shares, due to the issuance of shares to convert international convertible bonds. Effective date of listing change: July 28, 2021

OIL & GAS

GAS

89,000

1D 0.79%

5D 0.00%

Buy Vol. 1,609,300

Sell Vol. 1,836,500

POW

10,800

1D 2.86%

5D 4.85%

Buy Vol. 32,423,900

Sell Vol. 23,570,000

PLX

50,300

1D 0.80%

5D 1.93%

Buy Vol. 1,524,800

Sell Vol. 1,879,500

- PLX: The Board of Directors has approved the plan to sell another 8 million treasury shares out of the remaining 25 million treasury shares.

VINGROUP

VIC

104,300

1D 0.10%

5D 1.26%

Buy Vol. 2,513,600

Sell Vol. 2,298,100

VHM

107,800

1D -1.64%

5D 1.13%

Buy Vol. 8,104,200

Sell Vol. 8,597,200

VRE

27,650

1D 3.36%

5D 3.56%

Buy Vol. 9,892,400

Sell Vol. 10,254,100

- VHM: adjusted foreign room room from 49% to 50%. Adjustment time from 22/07/2021.

FOOD & BEVERAGE

VNM

87,500

1D -1.57%

5D 1.86%

Buy Vol. 3,333,100

Sell Vol. 5,754,400

MSN

125,500

1D 3.63%

5D 2.03%

Buy Vol. 3,281,700

Sell Vol. 2,943,900

SBT

18,300

1D -1.08%

5D -1.08%

Buy Vol. 2,968,900

Sell Vol. 3,443,300

- SBT: Collecting shareholders' written opinions on the payment of 5% stock dividend. The expected number of shares to be issued is 30,857,907 shares

OTHERS

VJC

114,900

1D 0.79%

5D 0.35%

Buy Vol. 905,400

Sell Vol. 778,500

BVH

50,500

1D -0.20%

5D 1.20%

Buy Vol. 1,106,200

Sell Vol. 1,314,900

FPT

93,200

1D -0.53%

5D 7.37%

Buy Vol. 7,742,400

Sell Vol. 9,164,900

MWG

158,000

1D -1.43%

5D -4.01%

Buy Vol. 2,206,300

Sell Vol. 2,332,200

PNJ

90,100

1D -0.66%

5D -2.07%

Buy Vol. 1,407,600

Sell Vol. 1,510,300

REE

52,800

1D 1.54%

5D 2.13%

Buy Vol. 948,800

Sell Vol. 914,400

SSI

52,000

1D 2.36%

5D -1.33%

Buy Vol. 24,504,900

Sell Vol. 29,139,300

HPG

46,200

1D 1.32%

5D -2.33%

Buy Vol. 33,484,200

Sell Vol. 33,449,400

- SSI: Q2 individual revenue reached VND1,741b, up 26% QoQ. In which, revenue from securities brokerage business reached more than VND623b, 3.2 times higher than QoQ. Individual pre-tax profit reached VND703.5b, growing at nearly 8%. SSI's margin loan balance reached VND15,539b, an increase of 72% compared to the beginning of the year and also a record for margin lending activities of this company. Revenue from margin lending and receivables reached VND338b, 2.1 times higher than QoQ.