Market Brief 21/09/2021

VIETNAM STOCK MARKET

VN-INDEX

1,339.84

1D -0.79%

YTD 21.86%

VN30

1,446.22

1D -0.85%

YTD 36.64%

HNX

358.98

1D 0.03%

YTD 82.13%

UPCOM

96.77

1D -0.70%

YTD 31.07%

Net Foreign buy (B)

-415.27

1D 0.00%

YTD 0.00%

Total trading value (B)

29,585.91

1D -5.29%

YTD 72.48%

- Foreign investors turned negative again when they bought 33.4 million shares, worth 1,251 billion dong, while selling 43.8 million shares, worth 1,622 billion dong. Total net selling volume was at 10.4 million shares, equivalent to a net selling value of VND 415 billion.

ETF & DERIVATIVES

E1VFVN30

24,850

1D -0.56%

YTD 32.18%

FUEMAV30

17,050

1D -1.33%

YTD 36.07%

FUESSV30

18,600

1D 4.44%

YTD 39.85%

FUESSV50

21,500

1D -0.46%

YTD 36.08%

FUESSVFL

20,400

1D -1.26%

YTD 49.45%

FUEVFVND

25,500

1D -2.60%

YTD 48.26%

FUEVN100

18,090

1D -1.68%

YTD 29.68%

VN30F2203

1,437

1D -0.86%

YTD 0.00%

VN30F2112

1,443

1D -0.76%

YTD 0.00%

VN30F2110

1,440

1D -0.83%

YTD 0.00%

VN30F2109

1,450

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,839.71

1D -0.34%

YTD 8.73%

Shanghai

3,613.97

1D 0.00%

YTD 5.84%

Kospi

3,140.51

1D 0.00%

YTD 9.29%

Hang Seng

24,221.54

1D 1.32%

YTD -10.78%

STI (Singapore)

3,063.20

1D 0.71%

YTD 6.76%

SET (Thái Lan)

1,614.86

1D 0.74%

YTD 11.42%

Crude oil ($/barrel)

70.89

1D 0.28%

YTD 46.77%

Gold ($/ounce)

1,767.65

1D 0.16%

YTD -7.14%

- Asian stocks mixed, investors watched Evergrande. The Japanese market is trading again after a holiday on September 20. Nikkei 225 fell 0.34%. Mainland China and Korean markets are on holiday. Hong Kong's Hang Seng Index rose 1.32% after plunging more than 3% in the previous session. Hong Kong-listed Evergrande shares fell 0.44%, while the Hang Seng Properties real estate index rose 2.97%.

VIETNAM ECONOMY

Vnibor

0.64%

YTD (bps) 51

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.11%

1D (bps) 3

YTD (bps) -11

10 year-Gov. Bond

1.84%

1D (bps) -2

YTD (bps) -19

USD/VND

22,860

1D (%) -0.06%

YTD (%) -1.37%

EUR/VND

27,324

1D (%) -0.02%

YTD (%) -6.11%

CNY/VND

3,590

1D (%) -0.06%

YTD (%) 0.48%

- According to the data released by the SBV, as of August 31, 2021, credit institutions have exempted, reduced or lowered interest rates for over 1.13m customers with outstanding loans of over VND 1.58m billion; New loans with lower interest rates than before the epidemic with accumulated sales from January 23, 2020 to date reaching VND 4.46m billion for 628,662 customers.

SELECTED NEWS

VN30

BANK

VCB

98,000

1D -1.61%

5D -0.31%

Buy Vol. 1,415,500

Sell Vol. 1,448,500

BID

39,650

1D -0.63%

5D 2.45%

Buy Vol. 3,636,300

Sell Vol. 2,787,000

CTG

31,500

1D -1.10%

5D 0.96%

Buy Vol. 18,062,000

Sell Vol. 12,732,800

TCB

50,400

1D -0.59%

5D 3.92%

Buy Vol. 19,029,200

Sell Vol. 17,652,400

VPB

66,900

1D -0.89%

5D 4.69%

Buy Vol. 10,748,800

Sell Vol. 12,373,300

MBB

28,000

1D -0.88%

5D 1.45%

Buy Vol. 18,135,600

Sell Vol. 19,836,000

HDB

25,550

1D -0.58%

5D 3.02%

Buy Vol. 3,465,800

Sell Vol. 3,537,400

TPB

40,000

1D -0.25%

5D 6.38%

Buy Vol. 11,614,000

Sell Vol. 10,204,600

STB

26,800

1D -1.11%

5D 0.56%

Buy Vol. 28,313,200

Sell Vol. 21,948,700

ACB

31,800

1D -0.93%

5D 0.95%

Buy Vol. 8,233,600

Sell Vol. 7,678,800

- TCB: Changed the maximum foreign ownership ratio from 22.49% to 22.47% due to ESOP issuance. Effective from September 15, 2021. - HDB: Distributed more than 398.4 million shares due to dividend payment in shares at the rate of 25%, bringing the total number of outstanding shares to more than 1,992.2 million shares.

REAL ESTATE

NVL

103,000

1D 0.00%

5D 0.00%

Buy Vol. 2,677,000

Sell Vol. 3,851,900

KDH

41,750

1D -1.07%

5D 1.21%

Buy Vol. 4,738,700

Sell Vol. 4,442,800

PDR

81,600

1D -1.57%

5D 1.37%

Buy Vol. 4,151,000

Sell Vol. 4,330,700

- PDR: is expected to issue 2,700 bonds to professional investors, with par value of VND 100 million/bond, with the goal of raising VND 270 billion.

OIL & GAS

GAS

88,200

1D -0.68%

5D -0.90%

Buy Vol. 2,633,900

Sell Vol. 2,419,300

POW

11,650

1D -0.85%

5D 1.30%

Buy Vol. 21,070,000

Sell Vol. 20,508,000

PLX

49,600

1D -0.80%

5D -1.00%

Buy Vol. 2,178,500

Sell Vol. 1,632,600

- Gas price today (September 21) increased by more than 0.5% to 4.98 USD/mmBTU for natural gas contract delivered in October 2021 at 10:45 am (Vietnam time).

VINGROUP

VIC

85,600

1D -1.27%

5D -6.96%

Buy Vol. 6,803,600

Sell Vol. 7,371,600

VHM

77,500

1D -3.00%

5D -4.50%

Buy Vol. 20,886,100

Sell Vol. 20,789,400

VRE

28,400

1D -3.07%

5D 0.35%

Buy Vol. 18,124,100

Sell Vol. 12,674,500

- VIC: On September 20th, nearly 423 million VIC shares will be listed additionally, then officially traded from September 24th.

FOOD & BEVERAGE

VNM

88,800

1D 0.11%

5D 2.07%

Buy Vol. 6,388,400

Sell Vol. 6,398,200

MSN

143,500

1D 0.35%

5D 5.90%

Buy Vol. 2,708,000

Sell Vol. 2,182,200

SAB

158,000

1D -0.19%

5D -4.82%

Buy Vol. 283,500

Sell Vol. 222,800

- MSN: announced the completion of the acquisition of 70% shares of Mobicast JSC with a total cash value of VND 295.5 billion, initially expanding into telecommunications.

OTHERS

BVH

123,500

1D -0.56%

5D -1.83%

Buy Vol. 682,000

Sell Vol. 979,400

VJC

123,500

1D -0.56%

5D -1.83%

Buy Vol. 682,000

Sell Vol. 979,400

FPT

93,500

1D -0.95%

5D -0.32%

Buy Vol. 5,656,200

Sell Vol. 4,549,800

MWG

123,800

1D 0.65%

5D -0.56%

Buy Vol. 2,333,800

Sell Vol. 2,626,200

PNJ

90,100

1D -0.99%

5D 1.24%

Buy Vol. 910,300

Sell Vol. 764,500

GVR

36,400

1D -2.67%

5D -4.21%

Buy Vol. 11,749,600

Sell Vol. 11,004,200

SSI

42,100

1D -1.64%

5D -0.94%

Buy Vol. 16,953,000

Sell Vol. 17,471,600

HPG

50,800

1D -0.97%

5D 0.99%

Buy Vol. 51,554,600

Sell Vol. 49,764,400

- HPG: Hoa Phat construction steel sales volume in August 2021 reached 268,000 tons, down more than 26% compared to July and down nearly 17% over the same period. Accumulating 8 months, Hoa Phat construction steel reached nearly 2.5 million tons, up 16%. With this result, Hoa Phat's market share has increased to 37%, 9% higher than at the beginning of the year.