Market Brief 03/08/2021

VIETNAM STOCK MARKET

VN-INDEX

1,332.44

1D 1.39%

YTD 21.19%

VN30

1,469.87

1D 1.50%

YTD 38.88%

HNX

319.13

1D 1.33%

YTD 61.91%

UPCOM

87.59

1D 0.27%

YTD 18.64%

Net Foreign buy (B)

166.79

1D 0.00%

YTD 0.00%

Total trading value (B)

25,439.47

1D 9.99%

YTD 48.31%

- Foreign investors continued to be net buyers on all 3 exchanges with a total value of nearly 167 billion dong. SSI was the stock that was poured the most with a value of 122 billion dong, while in the opposite direction, foreign investors strongly dumped VIC with a value of more than 214 billion dong.

ETF & DERIVATIVES

E1VFVN30

24,700

1D 0.00%

YTD 31.38%

FUEMAV30

17,400

1D 1.81%

YTD 38.87%

FUESSV30

18,800

1D 5.56%

YTD 41.35%

FUESSV50

21,200

1D 0.47%

YTD 34.18%

FUESSVFL

21,480

1D 1.85%

YTD 57.36%

FUEVFVND

26,000

1D 1.17%

YTD 51.16%

FUEVN100

18,580

1D 1.42%

YTD 33.19%

VN30F2203

1,467

1D 1.28%

YTD 0.00%

VN30F2112

1,466

1D 1.59%

YTD 0.00%

VN30F2109

1,469

1D 1.42%

YTD 0.00%

VN30F2108

1,475

1D 1.87%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,641.83

1D 0.29%

YTD 0.72%

Shanghai

3,447.99

1D -0.47%

YTD 0.98%

Kospi

3,237.14

1D 0.44%

YTD 12.66%

Hang Seng

26,194.82

1D 0.71%

YTD -3.51%

STI (Singapore)

3,149.25

1D -0.38%

YTD 9.76%

SET (Thái Lan)

1,540.51

1D 1.01%

YTD 6.29%

Crude oil ($/barrel)

71.52

1D -0.01%

YTD 48.07%

Gold ($/ounce)

1,812.95

1D -0.02%

YTD -4.76%

- Australia's interest rate decision, Asian stocks mixed. The Chinese market fell with Shanghai Composite down 0.47%, Shenzhen Component down 0.414%. Hong Kong's Hang Seng fell 0.16%. South Korea's Kospi index rose 0.44%.

VIETNAM ECONOMY

Vnibor

0.96%

1D (bps) -1

YTD (bps) 83

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.21%

1D (bps) -5

YTD (bps) -1

10 year-Gov. Bond

1.96%

1D (bps) -9

YTD (bps) -7

USD/VND

23,040

1D (%) -0.04%

YTD (%) -0.60%

EUR/VND

27,893

1D (%) 0.11%

YTD (%) -4.16%

CNY/VND

3,619

1D (%) -0.06%

YTD (%) 1.29%

- Many banks tighten conditions for real estate lending because risks from this sector are expected to continue to increase in the last months of 2021. Previously, the SBV also repeatedly requested credit institutions to strictly control Tighten credit in potentially risky fields such as real estate, securities, BOT projects, BT traffic...

SELECTED NEWS

VN30

BANK

VCB

98,800

1D 1.86%

5D 4.00%

Buy Vol. 2,497,200

Sell Vol. 2,338,700

BID

43,350

1D 1.88%

5D 7.84%

Buy Vol. 5,090,900

Sell Vol. 4,565,400

CTG

34,100

1D 1.04%

5D 4.92%

Buy Vol. 40,963,700

Sell Vol. 35,550,600

TCB

51,800

1D 1.97%

5D 4.12%

Buy Vol. 37,762,900

Sell Vol. 40,722,800

VPB

60,800

1D 0.66%

5D 6.67%

Buy Vol. 14,370,500

Sell Vol. 14,256,500

MBB

29,300

1D 1.74%

5D 6.93%

Buy Vol. 30,607,700

Sell Vol. 34,199,800

HDB

34,900

1D 2.05%

5D 7.38%

Buy Vol. 5,995,200

Sell Vol. 6,878,000

TPB

34,550

1D 0.29%

5D 1.32%

Buy Vol. 6,637,500

Sell Vol. 7,130,000

STB

29,800

1D 1.71%

5D 2.41%

Buy Vol. 50,841,500

Sell Vol. 48,769,000

- SBT: Successfully sold 81,562,287 treasury shares, adding to the number of outstanding shares to 1,885,215,716 shares. - TCB: Deputy General Director Phan Thanh Son sold 150,000 shares, reducing the number of ownership to 2,081,873 shares.

REAL ESTATE

NVL

105,500

1D 0.86%

5D -0.94%

Buy Vol. 3,376,000

Sell Vol. 3,651,600

TCH

19,200

1D 2.13%

5D 2.13%

Buy Vol. 13,369,400

Sell Vol. 16,014,900

KDH

40,950

1D 1.61%

5D 4.33%

Buy Vol. 8,330,400

Sell Vol. 9,683,500

PDR

93,900

1D 0.32%

5D 4.57%

Buy Vol. 3,750,900

Sell Vol. 3,638,400

- KDH: In the first 6 months, Khang Dien's net revenue was 1,949 billion dong, up 31% and net profit was 470 billion dong, up 15% over the same period.

OIL & GAS

GAS

93,000

1D -0.53%

5D 4.49%

Buy Vol. 1,654,100

Sell Vol. 1,574,800

POW

10,800

1D 0.47%

5D 0.00%

Buy Vol. 12,500,100

Sell Vol. 13,545,600

PLX

51,200

1D -0.58%

5D 1.79%

Buy Vol. 2,771,900

Sell Vol. 2,332,100

- POW: Q2.2021 consolidated net revenue increased 3% to VND 7,956 billion. However, gross profit still decreased 14% to 1,144 billion dong due to higher cost of goods sold

VINGROUP

VIC

114,500

1D 6.51%

5D 9.78%

Buy Vol. 11,520,300

Sell Vol. 10,009,100

VHM

110,900

1D 2.59%

5D 2.88%

Buy Vol. 17,611,100

Sell Vol. 15,828,200

VRE

28,300

1D 2.91%

5D 2.35%

Buy Vol. 14,198,000

Sell Vol. 13,956,700

- VIC: Vingroup receives an exclusive transfer of technology to produce mRNA vaccines against Covid-19 in Vietnam.

FOOD & BEVERAGE

VNM

87,100

1D 0.69%

5D -0.46%

Buy Vol. 4,241,800

Sell Vol. 5,538,300

MSN

137,800

1D 1.17%

5D 9.80%

Buy Vol. 2,413,400

Sell Vol. 2,102,300

SBT

19,000

1D 0.53%

5D 3.83%

Buy Vol. 3,260,300

Sell Vol. 4,231,500

- MSN: Masan MeatLife's revenue grew thanks to increasing integrated meat segment (36%), animal feed (33%) and contribution of VND630b from 3F Viet Company.

OTHERS

BVH

116,000

1D 0.43%

5D 0.96%

Buy Vol. 671,500

Sell Vol. 730,200

VJC

116,000

1D 0.43%

5D 0.96%

Buy Vol. 671,500

Sell Vol. 730,200

FPT

95,800

1D 0.21%

5D 2.79%

Buy Vol. 6,046,700

Sell Vol. 6,078,800

MWG

169,900

1D 0.00%

5D 7.53%

Buy Vol. 1,426,400

Sell Vol. 1,779,800

PNJ

96,500

1D 0.94%

5D 7.10%

Buy Vol. 867,700

Sell Vol. 1,107,300

REE

54,300

1D 0.56%

5D 2.84%

Buy Vol. 828,100

Sell Vol. 966,600

SSI

56,500

1D 2.73%

5D 8.65%

Buy Vol. 31,337,400

Sell Vol. 30,971,200

HPG

47,250

1D 0.00%

5D 2.27%

Buy Vol. 44,651,800

Sell Vol. 49,496,300

- VJC: During the period of low passenger exploitation, Vietjet focused on perfecting the exploitation processes and enhancing cargo operations; corresponding to the results in the period, more than 37 thousand tons of goods were transported, an increase of more than 40% - 45% over the same period.