Market Brief 24/12/2021

VIETNAM STOCK MARKET

VN-INDEX

1,456.96

1D -1.40%

YTD 32.51%

VN30

1,477.37

1D -1.78%

YTD 39.59%

HNX

442.61

1D -2.32%

YTD 124.56%

UPCOM

109.53

1D -1.26%

YTD 48.35%

Net Foreign buy (B)

-149.79

1D 0.00%

YTD 0.00%

Total trading value (B)

52,857.98

1D 31.09%

YTD 208.15%

- Foreign investors bought 26 million shares, worth 1,046 billion VND, while selling 31.9 million shares, worth 1,199 billion VND. Total net selling value was at 6 million shares, equivalent to a net selling value of 150 billion dong. HPG was sold the most with 143 billion dong. MSN and GAS were net sold 74 billion dong and 29 billion dong respectively.

ETF & DERIVATIVES

E1VFVN30

25,300

1D 0.24%

YTD 34.57%

FUEMAV30

17,710

1D 1.96%

YTD 41.34%

FUESSV30

18,800

1D 5.56%

YTD 41.35%

FUESSV50

22,300

1D 0.86%

YTD 41.14%

FUESSVFL

21,500

1D 3.51%

YTD 57.51%

FUEVFVND

27,520

1D 0.55%

YTD 60.00%

FUEVN100

19,570

1D 0.62%

YTD 40.29%

VN30F2206

1,506

1D 1.68%

YTD 0.00%

VN30F2103

1,212

1D 0.00%

YTD 0.00%

VN30F2201

1,509

1D 1.40%

YTD 0.00%

VN30F2202

1,507

1D 1.28%

YTD 0.00%

GLOBAL MARKET

Nikkei

28,782.59

1D -0.05%

YTD 4.88%

Shanghai

3,618.05

1D -0.69%

YTD 5.96%

Kospi

3,012.43

1D 0.48%

YTD 4.84%

Hang Seng

23,223.76

1D -0.35%

YTD -14.45%

STI (Singapore)

3,108.28

1D 0.37%

YTD 8.33%

SET (Thái Lan)

1,637.22

1D -0.26%

YTD 12.96%

Crude oil ($/barrel)

73.72

1D 0.00%

YTD 52.63%

Gold ($/ounce)

1,810.10

1D 0.00%

YTD -4.91%

- Asian stocks mixed after Wall Street's peak session. In Japan, the Nikkei 225 fell 0.05%. The Chinese market fell with Shanghai Composite losing 0.69%, Shenzhen Component down 1.033%. Hong Kong's Hang Seng rose 0.35%. South Korea's Kospi index rose 0.48%.

VIETNAM ECONOMY

Vnibor

1.27%

1D (bps) -7

YTD (bps) 114

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.02%

1D (bps) -11

YTD (bps) -20

10 year-Gov. Bond

2.00%

1D (bps) 9

YTD (bps) -3

USD/VND

23,055

1D (%) -0.13%

YTD (%) -0.53%

EUR/VND

26,334

1D (%) -1.09%

YTD (%) -9.51%

CNY/VND

3,656

1D (%) -0.44%

YTD (%) 2.32%

- According to the General Department of Vietnam Customs, bilateral trade between Vietnam and India reached more than 12 billion USD in 11 months, up more than 37% over the same period last year, higher than the total import and export turnover of the whole of 2020. In which, Vietnam exported more than 5.7 billion USD, up 20% and imported from India nearly 6.4 billion USD, up nearly 59%. Accordingly, Vietnam has a trade deficit from India.

SELECTED NEWS

VN30

BANK

VCB

78,500

1D 2.61%

5D 5.07%

Buy Vol. 1,312,600

Sell Vol. 1,418,600

BID

35,000

1D 1.45%

5D -1.50%

Buy Vol. 2,565,900

Sell Vol. 2,658,900

CTG

32,900

1D 2.17%

5D -0.15%

Buy Vol. 10,417,600

Sell Vol. 12,442,600

TCB

48,900

1D 3.27%

5D -1.91%

Buy Vol. 11,851,100

Sell Vol. 11,041,000

VPB

34,250

1D 5.71%

5D 1.33%

Buy Vol. 20,437,400

Sell Vol. 19,391,300

MBB

28,150

1D 3.11%

5D -0.18%

Buy Vol. 12,221,500

Sell Vol. 10,775,300

HDB

28,700

1D 6.89%

5D -2.71%

Buy Vol. 10,661,100

Sell Vol. 4,786,300

TPB

39,250

1D 6.95%

5D 3.30%

Buy Vol. 11,500,900

Sell Vol. 8,749,500

STB

28,200

1D 2.92%

5D -0.35%

Buy Vol. 18,053,300

Sell Vol. 17,426,400

ACB

33,000

1D 1.54%

5D -0.60%

Buy Vol. 7,379,400

Sell Vol. 6,637,400

- Racing bank to raise capital: HDBank issued 165 million USD of international bonds to increase tier 2 equity for IFC and international financial institutions, launching the proposed long-term development cooperation programs. ABBank successfully issued more than 114 million shares to existing shareholders. Today, Vietcombank closes the list of shareholders to pay the 2020 cash dividend at the rate of 12%, and at the same time pay a stock dividend at the rate of 27.6%. After the issuance, charter capital increased by 10,236 billion VND to more than 47,325 billion VND.

REAL ESTATE

NVL

88,900

1D 3.06%

5D 1.09%

Buy Vol. 5,766,400

Sell Vol. 5,976,800

KDH

51,000

1D -1.35%

5D 1.19%

Buy Vol. 1,860,800

Sell Vol. 2,250,700

PDR

94,500

1D -0.32%

5D -1.05%

Buy Vol. 3,706,500

Sell Vol. 3,913,400

- NVL: Novaland wants to mobilize nearly VND5,900 billion from bonds in the first quarter of 2022. The bond term is expected to be 10 years from the date of issue.

OIL & GAS

GAS

95,700

1D 0.53%

5D -3.33%

Buy Vol. 1,384,500

Sell Vol. 1,350,300

POW

17,250

1D -6.76%

5D 0.88%

Buy Vol. 93,542,800

Sell Vol. 118,470,300

PLX

53,000

1D 0.38%

5D -2.39%

Buy Vol. 1,214,700

Sell Vol. 1,288,400

- POW: Estimated fourth quarter, output down 43%, revenue down 47%. The company suffered a pre-tax loss of VND 124 billion and a loss after tax of VND 116 billion.

VINGROUP

VIC

96,500

1D 0.52%

5D -5.39%

Buy Vol. 2,307,900

Sell Vol. 2,639,800

VHM

82,900

1D 0.48%

5D -1.89%

Buy Vol. 11,648,000

Sell Vol. 12,361,200

VRE

31,250

1D 0.81%

5D 1.46%

Buy Vol. 9,574,900

Sell Vol. 11,441,200

- Today, foreign investors were net sellers, while Vingroup was a net buyer with VHM being the strongest net buyer with a value of 108b dong. VRE and VIC were both net bought more than 50b dong.

FOOD & BEVERAGE

VNM

86,000

1D 1.53%

5D 0.35%

Buy Vol. 2,155,100

Sell Vol. 2,140,600

MSN

171,000

1D 0.00%

5D 8.57%

Buy Vol. 8,229,600

Sell Vol. 9,672,100

SAB

147,000

1D 0.07%

5D -2.00%

Buy Vol. 282,000

Sell Vol. 210,500

- VNM and MSN are still the stocks with the largest proportion in VNM ETF with 6.38% and 7.18% respectively as of December 17, 2021

OTHERS

BVH

124,000

1D 0.08%

5D 1.22%

Buy Vol. 829,300

Sell Vol. 1,051,600

VJC

124,000

1D 0.08%

5D 1.22%

Buy Vol. 829,300

Sell Vol. 1,051,600

FPT

93,800

1D 0.64%

5D -2.70%

Buy Vol. 1,955,700

Sell Vol. 2,159,500

MWG

134,600

1D 0.75%

5D 0.07%

Buy Vol. 791,300

Sell Vol. 1,083,800

PNJ

94,700

1D 1.07%

5D -0.84%

Buy Vol. 400,900

Sell Vol. 605,200

GVR

39,050

1D 0.13%

5D 2.09%

Buy Vol. 6,544,900

Sell Vol. 12,129,700

SSI

49,050

1D 0.10%

5D -6.57%

Buy Vol. 16,304,300

Sell Vol. 16,444,500

HPG

46,050

1D 2.45%

5D -1.39%

Buy Vol. 32,934,000

Sell Vol. 30,205,400

- VJC: According to the approved plan to restore regular international flights, Vietjet is expected to operate routes connecting Hanoi and Ho Chi Minh City with Tokyo (Narita, Japan), Seoul (Incheon, South Korea). ), Taipei (Taiwan), Singapore, Bangkok (Thailand) from the beginning of January 2022.