Market brief 04/11/2021

VIETNAM STOCK MARKET

VN-INDEX

1,448.34

1D 0.28%

YTD 31.73%

VN30

1,528.21

1D -0.16%

YTD 44.39%

HNX

422.42

1D 1.61%

YTD 114.32%

UPCOM

107.38

1D 0.37%

YTD 45.44%

Net Foreign buy (B)

-93.26

1D 0.00%

YTD 0.00%

Total trading value (B)

33,803.14

1D -34.90%

YTD 97.07%

- Foreign investors net sold again 93 billion dong on November 4. PAN was sold the most by foreign investors with 457 billion dong. SSI and GEX were net sold 163 billion dong and 61 billion dong respectively. Meanwhile, CTG was bought the most with 68 billion dong. VHM was also net bought 62 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,650

1D -0.19%

YTD 36.44%

FUEMAV30

17,970

1D -0.61%

YTD 43.42%

FUESSV30

18,950

1D 6.40%

YTD 42.48%

FUESSV50

22,800

1D 0.88%

YTD 44.30%

FUESSVFL

20,500

1D -2.38%

YTD 50.18%

FUEVFVND

27,780

1D -0.07%

YTD 61.51%

FUEVN100

19,400

1D -0.41%

YTD 39.07%

VN30F2110

1,489

1D 0.00%

YTD 0.00%

VN30F2111

1,530

1D 0.09%

YTD 0.00%

VN30F2112

1,528

1D 0.03%

YTD 0.00%

VN30F2203

1,528

1D 0.23%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,794.37

1D 0.03%

YTD 8.56%

Shanghai

3,526.87

1D 0.81%

YTD 3.29%

Kospi

2,983.22

1D 0.25%

YTD 3.82%

Hang Seng

25,225.19

1D 0.63%

YTD -7.08%

STI (Singapore)

3,219.69

1D 0.00%

YTD 12.21%

SET (Thái Lan)

1,626.27

1D 0.89%

YTD 12.21%

Crude oil ($/barrel)

82.28

1D 3.15%

YTD 70.35%

Gold ($/ounce)

1,780.55

1D 0.29%

YTD -6.47%

- Asian stocks rose after the Fed meeting. In Japan, the Nikkei 225 gained 0.03%. The Chinese market rose with the Shanghai Composite up 0.81% and the Shenzhen Component up 1,305%. Hong Kong's Hang Seng rose 0.63%. South Korea's Kospi index rose 0.25%.

VIETNAM ECONOMY

Vnibor

0.66%

1D (bps) 6

YTD (bps) 53

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.21%

1D (bps) 5

YTD (bps) -1

10 year-Gov. Bond

1.94%

1D (bps) 7

YTD (bps) -9

USD/VND

22,775

1D (%) -0.18%

YTD (%) -1.74%

EUR/VND

26,621

1D (%) -0.70%

YTD (%) -8.53%

CNY/VND

3,614

1D (%) -0.06%

YTD (%) 1.15%

- Binh Dinh is currently a strong investment attraction thanks to the implementation of a series of administrative reform solutions that reduce the time to settle investment procedures from 32 days to 25 days. From the beginning of 2021 up to now, the total amount of foreign direct investment (FDI) attracted has reached more than 72.5 million USD and over 71,000 billion dong of domestic investment.

SELECTED NEWS

VN30

BANK

VCB

98,400

1D -0.30%

5D 0.51%

Buy Vol. 4,055,100

Sell Vol. 1,939,000

BID

44,000

1D 2.21%

5D 10.41%

Buy Vol. 6,836,700

Sell Vol. 7,039,300

CTG

32,600

1D -1.21%

5D 4.15%

Buy Vol. 17,295,700

Sell Vol. 22,792,400

TCB

53,300

1D -0.74%

5D 2.90%

Buy Vol. 30,121,000

Sell Vol. 36,922,400

VPB

38,000

1D -1.04%

5D -1.55%

Buy Vol. 7,882,400

Sell Vol. 10,906,200

MBB

28,900

1D -0.86%

5D 1.40%

Buy Vol. 18,472,200

Sell Vol. 28,660,200

HDB

27,050

1D -0.55%

5D 5.87%

Buy Vol. 8,652,100

Sell Vol. 9,338,300

TPB

43,750

1D -1.02%

5D -1.46%

Buy Vol. 2,830,900

Sell Vol. 3,354,900

STB

27,450

1D -1.61%

5D 2.81%

Buy Vol. 25,142,500

Sell Vol. 29,367,200

ACB

33,500

1D -1.03%

5D 5.18%

Buy Vol. 7,172,400

Sell Vol. 12,074,000

- VPB: Since 2020, VPBank has issued ESOPs in August 2021, completed the divestment of 49% of the capital of Vietnam Prosperity Bank Finance Company Limited (FE Credit) and completed 90% of the plan pay stock dividends and issue more shares. VPBank expects the State Bank to consider approving a credit line (credit room) with a high coefficient after completing capital increase plans.

REAL ESTATE

NVL

104,000

1D -1.14%

5D -3.53%

Buy Vol. 4,774,500

Sell Vol. 4,806,800

KDH

47,450

1D 0.53%

5D -4.14%

Buy Vol. 6,091,400

Sell Vol. 5,607,300

PDR

93,700

1D 0.21%

5D -1.68%

Buy Vol. 5,833,300

Sell Vol. 5,408,900

- NVL: Up to the third quarter of 2021, NVL has made payment of the total value of principal and interest of nearly VND 25,949 billion for due loans and loans for early settlement.

OIL & GAS

GAS

117,100

1D -2.42%

5D -6.32%

Buy Vol. 2,592,300

Sell Vol. 2,857,500

POW

12,650

1D 0.40%

5D -0.78%

Buy Vol. 27,377,900

Sell Vol. 26,787,000

PLX

52,700

1D -0.57%

5D -3.83%

Buy Vol. 2,702,600

Sell Vol. 2,357,400

- GAS: Despite the decline in both dry gas consumption and LPG output, GAS's Q3/21 revenue still grew by 16.3% QoQ to VND 18,543 billion mainly thanks to soaring energy prices.

VINGROUP

VIC

95,000

1D -0.31%

5D 0.00%

Buy Vol. 8,473,200

Sell Vol. 3,419,700

VHM

82,700

1D -0.24%

5D 2.10%

Buy Vol. 13,551,400

Sell Vol. 13,393,900

VRE

31,550

1D -0.47%

5D 1.77%

Buy Vol. 9,720,000

Sell Vol. 12,362,700

- VHM: Successfully issued 22.8 million 36-month bonds with a total value of VND2,280 billion, non-convertible bonds, unwarranted and unsecured by assets

FOOD & BEVERAGE

VNM

88,400

1D 0.23%

5D -2.43%

Buy Vol. 11,183,200

Sell Vol. 3,997,500

MSN

147,900

1D 1.65%

5D -2.50%

Buy Vol. 2,099,100

Sell Vol. 2,201,500

SAB

171,800

1D -0.46%

5D 4.37%

Buy Vol. 210,700

Sell Vol. 241,600

- VNM: SCIC registered to sell all 900,000 VNM shares. Transaction time from 02/11/2021-01/12/2021

OTHERS

BVH

129,600

1D -0.15%

5D -2.92%

Buy Vol. 831,600

Sell Vol. 1,049,700

VJC

129,600

1D -0.15%

5D -2.92%

Buy Vol. 831,600

Sell Vol. 1,049,700

FPT

96,000

1D -0.10%

5D -2.04%

Buy Vol. 3,633,300

Sell Vol. 3,169,000

MWG

129,900

1D 0.85%

5D -1.59%

Buy Vol. 1,763,900

Sell Vol. 2,056,500

PNJ

104,000

1D -0.48%

5D 2.36%

Buy Vol. 934,700

Sell Vol. 1,293,200

GVR

39,950

1D 1.65%

5D -0.25%

Buy Vol. 7,412,900

Sell Vol. 7,855,800

SSI

43,000

1D 3.12%

5D 5.39%

Buy Vol. 40,448,900

Sell Vol. 48,062,700

HPG

56,300

1D 1.26%

5D -2.93%

Buy Vol. 31,331,400

Sell Vol. 31,484,400

- BVH: In Q3, BVH's original premium revenue decreased by nearly 400 billion dong QoQ, equivalent to 4%, to nearly 9,279 billion dong. However, thanks to a 22% decrease in reinsurance ceding fees, to more than VND 849 billion, net income from insurance business increased slightly by 3% to nearly VND 8,985 billion. Meanwhile, total insurance business expenses no longer exceeded revenue as in the same period, so BVH had a gross profit from insurance business of nearly 293 billion dong.