Market Brief 04/10/2021

VIETNAM STOCK MARKET

VN-INDEX

1,339.54

1D 0.35%

YTD 21.83%

VN30

1,443.61

1D 0.12%

YTD 36.40%

HNX

360.89

1D 1.23%

YTD 83.10%

UPCOM

96.18

1D 0.21%

YTD 30.27%

Net Foreign buy (B)

-347.82

1D 0.00%

YTD 0.00%

Total trading value (B)

28,505.08

1D 1.41%

YTD 66.18%

- In today's trading session, foreign investors on HoSE net sold mainly CTG and HPG with the value of 140 billion dong and 128 billion dong, respectively. After that, STB was also net sold 37 billion dong. Meanwhile, GAS was bought the most with 80 billion dong. VHM and DHC were net bought 53 billion dong and 45 billion dong respectively.

ETF & DERIVATIVES

E1VFVN30

24,550

1D -0.08%

YTD 30.59%

FUEMAV30

17,000

1D -0.06%

YTD 35.67%

FUESSV30

18,500

1D 3.87%

YTD 39.10%

FUESSV50

21,100

1D 0.48%

YTD 33.54%

FUESSVFL

19,700

1D -2.96%

YTD 44.32%

FUEVFVND

25,980

1D 1.48%

YTD 51.05%

FUEVN100

18,140

1D -0.17%

YTD 30.04%

VN30F2203

1,439

1D 0.52%

YTD 0.00%

VN30F2112

1,435

1D -0.15%

YTD 0.00%

VN30F2111

1,438

1D -0.08%

YTD 0.00%

VN30F2110

1,440

1D -0.03%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,444.89

1D 0.04%

YTD 3.65%

Shanghai

3,568.17

1D 0.00%

YTD 4.50%

Kospi

3,019.18

1D 0.00%

YTD 5.07%

Hang Seng

24,036.37

1D -0.07%

YTD -11.46%

STI (Singapore)

3,089.65

1D 1.26%

YTD 7.68%

SET (Thái Lan)

1,614.48

1D 0.58%

YTD 11.39%

Crude oil ($/barrel)

75.95

1D 0.45%

YTD 57.25%

Gold ($/ounce)

1,750.05

1D -0.83%

YTD -8.07%

- Asian stocks mixed, Hong Kong market sometimes fell deeply. In Japan, the Nikkei 225 gained 0.04%. The Chinese market is closed for Golden Week from October 1 to 7. Hong Kong's Hang Seng fell 0.07%. The Korean market is on holiday.

VIETNAM ECONOMY

Vnibor

0.66%

1D (bps) 1

YTD (bps) 53

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.03%

1D (bps) -6

YTD (bps) -19

10 year-Gov. Bond

1.99%

1D (bps) -2

YTD (bps) -4

USD/VND

22,855

1D (%) 0.00%

YTD (%) -1.39%

EUR/VND

27,050

1D (%) 0.11%

YTD (%) -7.05%

CNY/VND

3,600

1D (%) 0.00%

YTD (%) 0.76%

- Regarding the handling of bad debts on the balance sheet, in the first 6 months of 2021, the whole system has handled a total of 78.86 trillion dong of bad debts on the balance sheet, of which: using provision for risks of 33.13 trillion dong, accounting for 42%; through debt sale is 18.66 trillion dong, accounting for 23.7%; debt repayment customers is 20.55 trillion dong, accounting for 26.11%

SELECTED NEWS

VN30

BANK

VCB

94,600

1D -1.36%

5D -3.47%

Buy Vol. 1,405,300

Sell Vol. 1,461,500

BID

38,900

1D 0.26%

5D -1.27%

Buy Vol. 2,295,800

Sell Vol. 2,422,200

CTG

28,700

1D -3.53%

5D -7.42%

Buy Vol. 29,501,300

Sell Vol. 30,954,600

TCB

48,350

1D -1.33%

5D -2.32%

Buy Vol. 15,157,600

Sell Vol. 16,014,700

VPB

63,000

1D -1.41%

5D -5.97%

Buy Vol. 14,828,900

Sell Vol. 17,783,900

MBB

27,100

1D -1.28%

5D -3.21%

Buy Vol. 20,628,900

Sell Vol. 21,336,400

HDB

24,100

1D -3.02%

5D -5.49%

Buy Vol. 3,327,000

Sell Vol. 3,273,500

TPB

42,000

1D -1.41%

5D 5.00%

Buy Vol. 18,521,500

Sell Vol. 22,932,900

STB

24,300

1D -1.62%

5D -8.30%

Buy Vol. 32,214,300

Sell Vol. 28,544,600

ACB

31,000

1D -1.59%

5D -1.59%

Buy Vol. 10,127,000

Sell Vol. 9,963,100

- VPB: plans to issue more than 1.97 billion shares to existing shareholders, equivalent to 80%. In which, dividend payment in 2020 by shares is 62.15%, additional issuance from equity is 17.85%. VPBank's new outstanding shares will surpass many big names in the banking industry such as VCB, TCB, ... and rank third in Vietnam's stock market, just behind CTG and HPG

REAL ESTATE

NVL

102,000

1D 0.00%

5D -0.39%

Buy Vol. 1,977,000

Sell Vol. 2,688,300

KDH

41,100

1D -0.48%

5D -0.60%

Buy Vol. 2,003,100

Sell Vol. 2,589,800

PDR

85,300

1D 1.55%

5D 6.23%

Buy Vol. 5,747,400

Sell Vol. 5,043,700

- PDR: Successfully issued 2,700 bonds with a total par value of VND270 billion. The bond has a term of 2 years, the actual interest rate is 13%/year.

OIL & GAS

GAS

104,000

1D 0.48%

5D 15.56%

Buy Vol. 6,800,700

Sell Vol. 6,515,200

POW

12,650

1D 3.69%

5D 11.35%

Buy Vol. 59,400,900

Sell Vol. 65,619,000

PLX

53,800

1D 3.66%

5D 7.39%

Buy Vol. 5,285,900

Sell Vol. 6,349,200

- POW: approved the plan to pay dividends in 2020 in cash to shareholders. Specifically, the dividend payout ratio is 2% of charter capital, equivalent to nearly 468.4 billion VND.

VINGROUP

VIC

87,800

1D 0.11%

5D 1.97%

Buy Vol. 2,594,300

Sell Vol. 3,057,100

VHM

78,000

1D 1.30%

5D -0.26%

Buy Vol. 11,338,400

Sell Vol. 6,528,300

VRE

28,250

1D 0.18%

5D 0.00%

Buy Vol. 6,284,600

Sell Vol. 5,840,800

- VIC and VHM are among the top companies with the largest market capitalization on the stock market with a value of over 10 billion USD

FOOD & BEVERAGE

VNM

90,200

1D 0.45%

5D 1.58%

Buy Vol. 6,996,900

Sell Vol. 6,697,800

MSN

141,200

1D 0.86%

5D 4.59%

Buy Vol. 812,700

Sell Vol. 1,221,700

SAB

155,000

1D 0.52%

5D -2.52%

Buy Vol. 110,200

Sell Vol. 152,400

- MSN: Collecting shareholders' opinions on the listing of issued bonds to the public on the Vietnam Stock Exchange

OTHERS

BVH

131,800

1D 2.33%

5D 2.17%

Buy Vol. 1,259,100

Sell Vol. 1,183,400

VJC

131,800

1D 2.33%

5D 2.17%

Buy Vol. 1,259,100

Sell Vol. 1,183,400

FPT

94,600

1D 1.83%

5D 2.71%

Buy Vol. 3,929,600

Sell Vol. 4,532,600

MWG

126,200

1D 0.00%

5D 0.16%

Buy Vol. 3,660,600

Sell Vol. 3,276,800

PNJ

98,800

1D -0.20%

5D 8.57%

Buy Vol. 726,000

Sell Vol. 1,009,400

GVR

37,100

1D 2.77%

5D 4.21%

Buy Vol. 6,216,800

Sell Vol. 6,532,000

SSI

38,600

1D -1.53%

5D -3.50%

Buy Vol. 18,080,600

Sell Vol. 17,854,300

HPG

55,500

1D 3.93%

5D 9.25%

Buy Vol. 78,292,600

Sell Vol. 73,934,200

- HPG: Dragon Capital fund group has just sold more than 3.3m HPG shares. Of which, Amersham Industries Limited sold 500,000 shares, CTBC Vietnam Equity Fund sold 600,000 shares, Norges Bank sold 2m shares, Hanoi Investment Holdings Limited sold 110,000 shares and Samsung Vitenam Securities Master Investment Trust sold 100,000 shares. After the transaction, the fund group reduced its ownership from 271 million shares to 268 million shares, equivalent to 5.99% of capital.