Market Brief 20/09/2021

VIETNAM STOCK MARKET

VN-INDEX

1,350.48

1D -0.16%

YTD 22.83%

VN30

1,458.66

1D 0.21%

YTD 37.82%

HNX

358.87

1D 0.25%

YTD 82.08%

UPCOM

97.45

1D 0.05%

YTD 31.99%

Net Foreign buy (B)

37.24

1D 0.00%

YTD 0.00%

Total trading value (B)

31,370.65

1D -3.29%

YTD 82.89%

- Session 20/9: Foreign investors suddenly returned to a net buying of 37 billion dong on all 3 exchanges; On HoSE alone, the net buying was over 56 billion dong. In which, VCB was bought the most, while on the contrary, VIC continued to be sold strongly by foreign investors.

ETF & DERIVATIVES

E1VFVN30

24,990

1D 1.75%

YTD 32.93%

FUEMAV30

17,280

1D 0.47%

YTD 37.91%

FUESSV30

18,260

1D 2.53%

YTD 37.29%

FUESSV50

21,600

1D 0.93%

YTD 36.71%

FUESSVFL

20,660

1D 1.32%

YTD 51.36%

FUEVFVND

26,180

1D 0.31%

YTD 52.21%

FUEVN100

18,400

1D 0.27%

YTD 31.90%

VN30F2203

1,449

1D -0.28%

YTD 0.00%

VN30F2112

1,454

1D 0.06%

YTD 0.00%

VN30F2110

1,452

1D -0.33%

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 0.00%

YTD 11.13%

Shanghai

3,613.97

1D 0.00%

YTD 5.84%

Kospi

3,140.51

1D 0.00%

YTD 9.29%

Hang Seng

24,099.14

1D -1.47%

YTD -11.23%

STI (Singapore)

3,041.73

1D -0.96%

YTD 6.01%

SET (Thái Lan)

1,603.06

1D -1.39%

YTD 10.61%

Crude oil ($/barrel)

70.20

1D -1.63%

YTD 45.34%

Gold ($/ounce)

1,759.65

1D 0.43%

YTD -7.56%

- Hong Kong's Hang Seng plunged more than 1.47%, Asian stocks fell. Japan market, Mainland China and Korea public holiday. Hong Kong's Hang Seng fell 3.3%. Shares of Chinese real estate group Evergrande continued to drop 10.24%, in one session losing up to 17% because of the risk of default. A series of insurance stocks listed in Hong Kong shared the same fate, AIA lost 4.94%, Ping An Insurance fell 5.78%.

VIETNAM ECONOMY

Vnibor

0.64%

YTD (bps) 51

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.08%

YTD (bps) -14

10 year-Gov. Bond

1.86%

YTD (bps) -17

USD/VND

22,873

1D (%) 0.01%

YTD (%) -1.32%

EUR/VND

27,280

1D (%) -0.11%

YTD (%) -6.26%

CNY/VND

3,592

1D (%) 0.03%

YTD (%) 0.53%

- According to preliminary statistics of the General Department of Customs, corn imports of all kinds in the first 8 months of the year reached 6.9 million tons, worth over US$1.91 billion, down 2.8% in volume but up 32.2 % of turnover. Calculating, in the first 8 months of the year, each ton of corn had an average price of 278.9 USD, up 36% over the same period last year.

SELECTED NEWS

VN30

BANK

VCB

99,600

1D 2.47%

5D 1.53%

BID

39,900

1D -0.25%

5D 1.92%

CTG

31,850

1D 0.16%

5D 0.00%

TCB

50,700

1D 1.91%

5D 3.58%

VPB

67,500

1D 0.75%

5D 4.17%

MBB

28,250

1D 1.44%

5D 1.25%

HDB

25,700

1D 0.98%

5D 1.98%

TPB

40,100

1D -1.72%

5D 5.25%

STB

27,100

1D 1.12%

5D 0.74%

ACB

32,100

1D 1.58%

5D 0.63%

- VCB: The Government has agreed to add more than 7,600 billion VND of State capital to Vietcombank. Additional capital from dividends for State shareholders, through the issuance of shares by Vietcombank to pay dividends from the remaining after-tax profit of 2019 after setting aside funds and paying dividends in cash. The State Bank of Vietnam owns 74.8% of Vietcombank's capital, by the end of 2020.

REAL ESTATE

NVL

103,000

1D -0.19%

5D 0.00%

KDH

42,200

1D 0.48%

5D 2.30%

PDR

82,900

1D 3.63%

5D 2.98%

- PDR: After completing the M&A deal, PDR officially owns a rare land bank with 3 fronts with an area of nearly 3,000 m2 at the intersection of Bach Dang - Tran Phu - Le Hong Phong.

OIL & GAS

GAS

88,800

1D -3.37%

5D 0.23%

POW

11,750

1D 0.00%

5D -0.84%

PLX

50,000

1D -1.38%

5D -0.60%

- GAS: In July and August, GAS estimated revenue of 11,730b dong, NPAT of 1,340b dong. Average revenue in these months decreased by 12.5% compared first half; profits fell 29%.

VINGROUP

VIC

86,700

1D -0.12%

5D -5.76%

VHM

79,900

1D -1.60%

5D -1.54%

VRE

29,300

1D 0.34%

5D 5.02%

- VHM: Vinhomes is currently the largest enterprise by market capitalization in Vietnam with US$17.1 billion, in the real estate sector.

FOOD & BEVERAGE

VNM

88,700

1D 2.54%

5D 1.72%

MSN

143,000

1D -2.05%

5D 9.49%

SAB

158,300

1D -1.68%

5D -1.98%

- VNM: F&N Dairy Investment PTE.LTD, a unit related to Board member Lee Meng Tat, registered to buy 20.9 million VNM shares from September 22 to October 21.

OTHERS

BVH

124,200

1D -0.56%

5D -2.97%

VJC

124,200

1D -0.56%

5D -2.97%

FPT

94,400

1D -1.36%

5D 1.51%

MWG

123,000

1D 0.00%

5D -1.60%

PNJ

91,000

1D -1.62%

5D -1.09%

GVR

37,400

1D -2.98%

5D -0.80%

SSI

42,800

1D -0.47%

5D -1.83%

HPG

51,300

1D -0.97%

5D 0.98%

- VJC: has just announced its semi-annual review financial report 2021 by PWC Auditing Company. The report shows that in the first 6 months of the year, the parent company achieved air transport revenue of VND5,022b. Total profit after tax reached VND34.2b, up 102% over the same period in 2020 thanks to the profit from investment in new projects. Compared to the financial statements prepared by Vietjet, the review report recorded a 148% increase in NPAT.