Market Brief 02/08/2021
VIETNAM STOCK MARKET
VN-INDEX
1,314.22
1D 0.32%
YTD 19.53%
VN30
1,448.21
1D 0.07%
YTD 36.83%
HNX
314.93
1D 0.03%
YTD 59.78%
UPCOM
87.35
1D 0.48%
YTD 18.31%
Net Foreign buy (B)
300.97
1D 0.00%
YTD 0.00%
Total trading value (B)
23,601.95
1D -8.56%
YTD 37.60%
- Foreign investors net bought more than 300b dong in the first session of August, SSI continued to be the largest net bought by foreign investors on HoSE with the value of 112b dong. HPG and HDB were behind with a net buying value of VND70b and VND61b, respectively. On the other side, VNM was sold the most with 42b dong. DGW is behind with 35b dong.
ETF & DERIVATIVES
E1VFVN30
24,700
1D 0.41%
YTD 31.38%
FUEMAV30
17,090
1D 0.53%
YTD 36.39%
FUESSV30
19,290
1D 8.31%
YTD 45.04%
FUESSV50
21,100
1D 0.48%
YTD 33.54%
FUESSVFL
21,090
1D -0.05%
YTD 54.51%
FUEVFVND
25,700
1D 0.78%
YTD 49.42%
FUEVN100
18,320
1D 1.16%
YTD 31.33%
VN30F2203
1,448
1D 0.53%
YTD 0.00%
VN30F2112
1,443
1D 1.04%
YTD 0.00%
VN30F2109
1,448
1D 0.33%
YTD 0.00%
VN30F2108
1,448
1D 0.20%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,781.02
1D 0.14%
YTD 1.23%
Shanghai
3,464.29
1D 1.97%
YTD 1.46%
Kospi
3,223.04
1D 0.65%
YTD 12.17%
Hang Seng
26,148.00
1D 0.76%
YTD -3.68%
STI (Singapore)
3,161.22
1D -0.18%
YTD 10.18%
SET (Thái Lan)
1,525.11
1D 0.21%
YTD 5.23%
Crude oil ($/barrel)
72.83
1D -0.53%
YTD 50.79%
Gold ($/ounce)
1,811.65
1D -0.05%
YTD -4.83%
- China's manufacturing growth slows, Asian stocks rise. In Japan, the Nikkei 225 gained 0.14%. The Chinese market was in the opposite direction with Shanghai Composite up 1.97%, Shenzhen Component up 2,245%. Hong Kong's Hang Seng rose 0.76%. South Korea's Kospi index rose 0.65%.
VIETNAM ECONOMY
Vnibor
0.97%
1D (bps) 3
YTD (bps) 84
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.26%
1D (bps) -2
YTD (bps) 4
10 year-Gov. Bond
2.05%
1D (bps) -3
YTD (bps) 2
USD/VND
23,049
1D (%) -0.03%
YTD (%) -0.56%
EUR/VND
27,920
1D (%) 0.20%
YTD (%) -4.06%
CNY/VND
3,622
1D (%) -0.03%
YTD (%) 1.37%
- Generally, 7M2021, investment capital realized from the state budget will reach VND210.8tr, equaling 44.3% of the 2021 plan and increasing by 5.6% over the same period in 2020; in which, the centrally managed capital reached 35.2tr dong, equaling 41.8% of the year plan and increasing 12.7% over the same period in 2020; locally managed capital reached 175.6tr dong, equaling 44.8% of the year plan and up 4.3% over the same period in 2020.
EVENT CALENDAR
M
T
W
T
F
S
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18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
No event for this day
No event for this day
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SELECTED NEWS
- Realized public investment capital in 7 months still increased by 5.6%
- Vietnam is in the top 3 in ASEAN region in terms of import and export activities
- Consider a support package to reduce the price of telecommunications services at VND 10,000 billion
- The Middle East is tense again
- The world's largest pension fund reduces its holdings of US government bonds at a record pace
- China starts the process of big inspection of the largest technology enterprises
VN30
BANK
VCB
97,000
1D -1.02%
5D 1.04%
Buy Vol. 2,836,300
Sell Vol. 1,990,300
BID
42,550
1D 3.53%
5D 6.38%
Buy Vol. 6,644,000
Sell Vol. 7,094,300
CTG
33,750
1D -1.89%
5D 4.98%
Buy Vol. 48,123,800
Sell Vol. 40,456,700
TCB
50,800
1D -0.59%
5D 3.67%
Buy Vol. 21,921,700
Sell Vol. 26,073,200
VPB
60,400
1D -0.98%
5D 6.53%
Buy Vol. 13,268,900
Sell Vol. 13,204,900
MBB
28,800
1D -0.35%
5D 5.88%
Buy Vol. 24,389,900
Sell Vol. 22,369,200
HDB
34,200
1D 1.48%
5D 5.23%
Buy Vol. 7,438,800
Sell Vol. 7,789,700
TPB
34,450
1D -1.57%
5D 4.71%
Buy Vol. 8,649,800
Sell Vol. 11,268,300
STB
29,300
1D -2.01%
5D 2.09%
Buy Vol. 39,287,700
Sell Vol. 58,238,000
- TOP 10 banks with the highest profit before tax include Vietcombank, Techcombank, VietinBank, VPBank, BIDV, MB, ACB, HDBank, VIB and MSB. The total profit of these 10 banks has reached VND 78,721 billion, accounting for more than 79% of the total profit of the 28 listed banks. Specifically, Vietcombank maintained the leading position in industry profit with 13,570 billion dong, up 23.6% compared to the first half of last year.
REAL ESTATE
NVL
104,600
1D 0.58%
5D -2.70%
Buy Vol. 3,988,500
Sell Vol. 3,727,500
TCH
18,800
1D -1.83%
5D 1.08%
Buy Vol. 5,915,500
Sell Vol. 7,873,900
KDH
40,300
1D -0.98%
5D 2.94%
Buy Vol. 5,910,600
Sell Vol. 7,185,200
PDR
93,600
1D 1.19%
5D 3.43%
Buy Vol. 4,999,300
Sell Vol. 4,534,900
- PDR: PDR is in the process of completing the M&A deal for a land in the center of Da Nang City to build a branded real estate project (Branded Residence) in Da Nang.
OIL & GAS
GAS
93,500
1D 4.35%
5D 5.89%
Buy Vol. 2,974,000
Sell Vol. 2,337,100
POW
10,750
1D 0.47%
5D 2.38%
Buy Vol. 16,381,400
Sell Vol. 19,152,300
PLX
51,500
1D 0.39%
5D 3.21%
Buy Vol. 1,649,700
Sell Vol. 2,058,700
- PLX: Petrolimex reported a net profit in the second quarter of 2021 of more than 1,400 billion dong, the highest in 5 years thanks to the oil price exceeding 73 USD/barrel
VINGROUP
VIC
107,500
1D 0.28%
5D 3.17%
Buy Vol. 2,758,500
Sell Vol. 3,625,400
VHM
108,100
1D -0.18%
5D -1.37%
Buy Vol. 7,664,700
Sell Vol. 7,174,200
VRE
27,500
1D -0.54%
5D 2.80%
Buy Vol. 5,352,600
Sell Vol. 5,819,700
- VIC: VIC: Vingroup's real estate transfer business continued to grow in the second quarter and contributed more than $1 billion in revenue to Vingroup.
FOOD & BEVERAGE
VNM
86,500
1D 0.46%
5D -2.70%
Buy Vol. 4,437,200
Sell Vol. 4,688,000
MSN
136,200
1D 1.64%
5D 12.47%
Buy Vol. 2,709,800
Sell Vol. 2,049,500
SBT
18,900
1D 1.89%
5D 2.16%
Buy Vol. 6,980,700
Sell Vol. 6,610,000
- MSN: Masan MeatLife JSC reported a net profit of VND152b in Q2.2021, 8.3 times QoQ. By the end of June 2021, MEATDeli products were available at more than 2,700 points of sale
OTHERS
BVH
115,500
1D 2.21%
5D 1.32%
Buy Vol. 705,900
Sell Vol. 636,200
VJC
115,500
1D 2.21%
5D 1.32%
Buy Vol. 705,900
Sell Vol. 636,200
FPT
95,600
1D 1.70%
5D 2.03%
Buy Vol. 7,277,200
Sell Vol. 7,961,300
MWG
169,900
1D 3.53%
5D 5.99%
Buy Vol. 2,903,700
Sell Vol. 2,740,800
PNJ
95,600
1D -0.21%
5D 5.40%
Buy Vol. 1,168,400
Sell Vol. 1,148,500
REE
54,000
1D -1.82%
5D 3.85%
Buy Vol. 1,217,400
Sell Vol. 1,336,000
SSI
55,000
1D 0.73%
5D 8.27%
Buy Vol. 25,000,400
Sell Vol. 27,753,400
HPG
47,250
1D -0.11%
5D 3.62%
Buy Vol. 41,879,800
Sell Vol. 45,541,300
- VJC: Air transport revenue in the second quarter increased by 51% to VND 2,973 billion thanks to high travel demand in April. In 6 months, consolidated revenue and profit after tax reached VND 8,386 billion and VND 127 billion, respectively, higher than the same period last year.
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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