Market Brief 17/09/2021

VIETNAM STOCK MARKET

VN-INDEX

1,352.64

1D 0.50%

YTD 23.02%

VN30

1,455.59

1D 0.46%

YTD 37.53%

HNX

357.97

1D 1.34%

YTD 81.62%

UPCOM

97.40

1D 1.19%

YTD 31.92%

Net Foreign buy (B)

-1,269.25

1D 0.00%

YTD 0.00%

Total trading value (B)

32,437.57

1D 37.86%

YTD 89.11%

- Foreign investors net sold on HoSE, bought a record on HNX on September 17. On HoSE, foreign investors had a sudden net selling of 1,703 billion dong, up 29% compared to the previous session, equivalent to a volume of 52 million shares. Thus, foreign investors on HoSE were net sellers for 16 consecutive sessions with a total value of 9,076 billion dong.

ETF & DERIVATIVES

E1VFVN30

24,560

1D 0.66%

YTD 30.64%

FUEMAV30

17,200

1D 0.58%

YTD 37.27%

FUESSV30

18,150

1D 1.91%

YTD 36.47%

FUESSV50

21,400

1D 0.47%

YTD 35.44%

FUESSVFL

20,390

1D 0.94%

YTD 49.38%

FUEVFVND

26,100

1D 3.98%

YTD 51.74%

FUEVN100

18,350

1D 0.49%

YTD 31.54%

VN30F2203

1,453

1D 1.23%

YTD 0.00%

VN30F2112

1,453

1D 0.72%

YTD 0.00%

VN30F2110

1,457

1D 1.12%

YTD 0.00%

VN30F2109

1,450

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

30,500.05

1D 0.10%

YTD 11.13%

Shanghai

3,613.97

1D 0.19%

YTD 5.84%

Kospi

3,140.51

1D 0.33%

YTD 9.29%

Hang Seng

24,920.76

1D 1.03%

YTD -8.20%

STI (Singapore)

3,071.23

1D 0.22%

YTD 7.04%

SET (Thái Lan)

1,625.65

1D -0.37%

YTD 12.16%

Crude oil ($/barrel)

72.16

1D -0.43%

YTD 49.40%

Gold ($/ounce)

1,763.45

1D 0.39%

YTD -7.36%

- Asian stocks mixed on Wall Street. In Japan, the Nikkei 225 gained 0.1%. The Chinese market rose with Shanghai Composite up 0.19%, Shenzhen Component up 0.71%. Hong Kong's Hang Seng rose 1.03%, after falling nearly 6% from the beginning of the week to the close of the session on September 16 due to concerns related to authorities tightening regulations on the technology and casino sectors. South Korea's Kospi index rose 0.33%.

VIETNAM ECONOMY

Vnibor

0.64%

1D (bps) -2

YTD (bps) 51

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.08%

1D (bps) 6

YTD (bps) -14

10 year-Gov. Bond

1.86%

1D (bps) 13

YTD (bps) -17

USD/VND

22,870

1D (%) 0.07%

YTD (%) -1.33%

EUR/VND

27,458

1D (%) 0.25%

YTD (%) -5.65%

CNY/VND

3,597

1D (%) 0.08%

YTD (%) 0.67%

- The report on industrial production and commercial activities of the Ministry of Industry and Trade has just been released, showing that industrial production in August was heavily affected when the COVID-19 epidemic continued to develop complicatedly, many Localities must practice social distancing. The figures show that the index of industrial production (IIP) fell 4.2% month-on-month and down 7.4% yoy.

SELECTED NEWS

VN30

BANK

VCB

97,200

1D -0.92%

5D -2.02%

Buy Vol. 2,178,100

Sell Vol. 1,875,200

BID

40,000

1D 1.52%

5D 0.88%

Buy Vol. 3,086,000

Sell Vol. 3,963,400

CTG

31,800

1D 0.47%

5D -1.55%

Buy Vol. 10,697,100

Sell Vol. 14,428,500

TCB

49,750

1D 1.32%

5D 0.91%

Buy Vol. 13,290,700

Sell Vol. 15,335,700

VPB

67,000

1D 3.08%

5D 3.72%

Buy Vol. 21,282,700

Sell Vol. 22,741,100

MBB

27,850

1D 0.18%

5D -1.24%

Buy Vol. 16,366,200

Sell Vol. 19,532,400

HDB

25,450

1D 1.39%

5D -1.74%

Buy Vol. 3,914,600

Sell Vol. 3,732,600

TPB

40,800

1D 5.56%

5D 9.09%

Buy Vol. 19,362,600

Sell Vol. 17,970,900

STB

26,800

1D 0.19%

5D -1.47%

Buy Vol. 31,886,600

Sell Vol. 25,530,500

ACB

31,600

1D 0.96%

5D -2.17%

Buy Vol. 8,690,700

Sell Vol. 8,268,300

- TPB: Tien Phong Commercial Joint Stock Bank (TPBank) has successfully implemented the 24/7 port infrastructure fee collection feature and became one of the first banks in Vietnam to provide this service.

REAL ESTATE

NVL

103,200

1D 0.10%

5D -0.10%

Buy Vol. 4,564,700

Sell Vol. 4,041,000

KDH

42,000

1D -1.64%

5D 3.58%

Buy Vol. 11,552,200

Sell Vol. 13,484,800

PDR

80,000

1D -2.20%

5D -2.79%

Buy Vol. 7,707,500

Sell Vol. 5,676,200

- NVL: Gia Phu Real Estate Company Limited, a subsidiary of Novaland, has just issued VND200 billion of bonds.

OIL & GAS

GAS

91,900

1D -0.76%

5D 3.72%

Buy Vol. 1,250,600

Sell Vol. 1,655,800

POW

11,750

1D -0.42%

5D -2.89%

Buy Vol. 35,328,400

Sell Vol. 31,727,300

PLX

50,700

1D -0.59%

5D 0.40%

Buy Vol. 2,024,500

Sell Vol. 2,075,100

- GAS: 8 months EAT reaches VND5,700 billion, forecast to continue to face difficulties until the fourth quarter of 2021 due to Covid-19 pressure

VINGROUP

VIC

86,800

1D -1.14%

5D -4.93%

Buy Vol. 8,947,000

Sell Vol. 8,341,400

VHM

81,200

1D 1.37%

5D -0.40%

Buy Vol. 11,945,300

Sell Vol. 12,352,700

VRE

29,200

1D -2.67%

5D 4.29%

Buy Vol. 20,761,800

Sell Vol. 20,611,100

- VIC: On September 15, Vinpearl successfully offered $425m international bonds with the option to receive VIC shares. The bond matures in 2026, the interest rate is 3.25%/year.

FOOD & BEVERAGE

VNM

86,500

1D 0.12%

5D 0.00%

Buy Vol. 10,593,300

Sell Vol. 9,533,700

MSN

146,000

1D -2.54%

5D 12.31%

Buy Vol. 4,376,000

Sell Vol. 3,844,400

SAB

161,000

1D 0.00%

5D 6.34%

Buy Vol. 1,529,400

Sell Vol. 1,032,300

- VNM: SCIC members will not divest, Platinum Victory Pte. Ltd continues to register to buy more shares

OTHERS

BVH

124,900

1D -0.87%

5D -3.78%

Buy Vol. 1,456,200

Sell Vol. 1,586,200

VJC

124,900

1D -0.87%

5D -3.78%

Buy Vol. 1,456,200

Sell Vol. 1,586,200

FPT

95,700

1D 1.06%

5D 2.35%

Buy Vol. 5,457,800

Sell Vol. 7,528,700

MWG

123,000

1D -0.49%

5D 3.45%

Buy Vol. 1,469,800

Sell Vol. 1,531,600

PNJ

92,500

1D -0.54%

5D -1.60%

Buy Vol. 664,900

Sell Vol. 919,800

GVR

38,550

1D 0.39%

5D -1.91%

Buy Vol. 6,590,500

Sell Vol. 7,226,800

SSI

43,000

1D 1.18%

5D -1.83%

Buy Vol. 28,570,700

Sell Vol. 21,866,600

HPG

51,800

1D 0.97%

5D 0.58%

Buy Vol. 36,138,900

Sell Vol. 52,337,100

- FPT: announced business results for the first 8 months of the year with revenue and pre-tax profit of VND 21,842 billion and VND 4,005 billion, up 19.2% and 19.8% over the same period. Pre-tax profit margin increased from 18.2% to 18.3%. Profit after tax for shareholders of the parent company and EPS reached VND 2,629 billion and VND 2,904 respectively, up 17.0% and 16.4% respectively.