Market Brief 21/12/2021

VIETNAM STOCK MARKET

VN-INDEX

1,478.74

1D 0.10%

YTD 34.49%

VN30

1,511.48

1D -0.14%

YTD 42.81%

HNX

455.01

1D 0.09%

YTD 130.85%

UPCOM

111.37

1D 0.32%

YTD 50.85%

Net Foreign buy (B)

-135.08

1D 0.00%

YTD 0.00%

Total trading value (B)

33,937.05

1D -2.77%

YTD 97.85%

- On December 21st, foreign investors ended a series of 7 consecutive net selling sessions on HoSE by buying back 50 billion dong. They were the strongest net buyers of VHM with 265 billion dong. CTG and VNM are behind with a net buying value of VND50 billion and VND30 billion, respectively. Foreign investors net sold 173 billion dong on HNX due to a sudden change in CEO shares.

ETF & DERIVATIVES

E1VFVN30

25,360

1D -0.55%

YTD 34.89%

FUEMAV30

17,800

1D -0.11%

YTD 42.06%

FUESSV30

18,700

1D 5.00%

YTD 40.60%

FUESSV50

22,500

1D 0.45%

YTD 42.41%

FUESSVFL

21,000

1D 0.05%

YTD 53.85%

FUEVFVND

27,360

1D -0.87%

YTD 59.07%

FUEVN100

19,760

1D 0.56%

YTD 41.65%

VN30F2206

1,511

1D 0.55%

YTD 0.00%

VN30F2103

1,212

1D 0.00%

YTD 0.00%

VN30F2201

1,513

1D 0.30%

YTD 0.00%

VN30F2202

1,515

1D 0.49%

YTD 0.00%

GLOBAL MARKET

Nikkei

28,517.59

1D 0.25%

YTD 3.91%

Shanghai

3,625.12

1D 0.88%

YTD 6.17%

Kospi

2,975.03

1D 0.41%

YTD 3.53%

Hang Seng

22,971.33

1D 0.55%

YTD -15.38%

STI (Singapore)

3,085.08

1D 0.39%

YTD 7.52%

SET (Thái Lan)

1,622.25

1D 0.40%

YTD 11.93%

Crude oil ($/barrel)

69.61

1D 0.46%

YTD 44.12%

Gold ($/ounce)

1,797.35

1D 0.34%

YTD -5.58%

- Asian stocks rose, oil prices recovered. In Japan, the Nikkei 225 gained 0.25%. The Chinese market rose with the Shanghai Composite up 0.88% and the Shenzhen Component up 0.822%. Hong Kong's Hang Seng rose 0.55%. South Korea's Kospi index rose 0.41%.

VIETNAM ECONOMY

Vnibor

0.91%

1D (bps) 6

YTD (bps) 78

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.14%

1D (bps) 18

YTD (bps) -8

10 year-Gov. Bond

1.85%

1D (bps) 5

YTD (bps) -18

USD/VND

23,155

1D (%) 0.37%

YTD (%) -0.10%

EUR/VND

26,349

1D (%) -0.73%

YTD (%) -9.46%

CNY/VND

3,670

1D (%) 0.11%

YTD (%) 2.71%

- According to statistics from the General Department of Customs, in November, seafood exports increased for the third consecutive month, reaching USD910.9 million, up 2.5% compared to October and 23% over the same period last year. In 11 months, the turnover reached 7.99 billion USD, up 4% over the same period last year. In the past 11 months, seafood was exported the most to the US market, accounting for 23.4% of the industry's total export turnover, reaching over US$1.87 billion.

SELECTED NEWS

VN30

BANK

VCB

98,900

1D -0.60%

5D -0.40%

Buy Vol. 1,251,100

Sell Vol. 1,929,800

BID

43,800

1D -1.79%

5D -3.31%

Buy Vol. 3,966,900

Sell Vol. 5,018,300

CTG

32,000

1D -1.39%

5D -1.23%

Buy Vol. 10,283,000

Sell Vol. 11,078,900

TCB

49,250

1D -0.51%

5D -1.70%

Buy Vol. 11,579,900

Sell Vol. 11,767,200

VPB

34,150

1D 0.00%

5D -2.43%

Buy Vol. 22,786,300

Sell Vol. 21,088,800

MBB

27,950

1D 0.18%

5D -1.06%

Buy Vol. 11,194,000

Sell Vol. 14,158,600

HDB

29,400

1D -0.68%

5D -0.68%

Buy Vol. 5,706,700

Sell Vol. 6,263,100

TPB

38,800

1D -2.51%

5D 3.73%

Buy Vol. 5,421,200

Sell Vol. 6,256,400

STB

28,200

1D -1.57%

5D 0.36%

Buy Vol. 15,024,900

Sell Vol. 18,106,000

ACB

32,800

1D -0.91%

5D -1.50%

Buy Vol. 3,751,200

Sell Vol. 4,655,300

- Savings interest rates continued to increase, the highest up to 7.4%/year, but most big banks listed interest rates for 12-month - 36-month term from 6.0-6.2%/year, even Many top banks are only 5.5-5.6%/year. In the group of Big4, currently Agribank, BIDV, Vietcombank have the highest interest rate of 5.5%/year, VietinBank is 5.6%/year (for over-the-counter deposit). Cooperative Bank of Vietnam (Co-op Bank) also has the same interest rate. In which, the highest interest rate is 5.5%/year when depositing for a term of 12 months or more.

REAL ESTATE

NVL

116,600

1D 1.13%

5D 3.09%

Buy Vol. 5,483,600

Sell Vol. 7,340,400

KDH

50,200

1D 0.40%

5D 3.51%

Buy Vol. 3,160,800

Sell Vol. 3,375,400

PDR

95,800

1D 0.31%

5D 3.57%

Buy Vol. 4,270,000

Sell Vol. 4,507,600

- NVL: cooperates with VinaLiving to develop the River Mansion subdivision in Aqua City, with a scale of 11ha, providing more than 200 villas and townhouses with European architectural style.

OIL & GAS

GAS

94,000

1D -2.79%

5D -4.28%

Buy Vol. 1,702,700

Sell Vol. 2,077,200

POW

18,700

1D 2.47%

5D 12.65%

Buy Vol. 77,150,300

Sell Vol. 64,780,000

PLX

53,000

1D 0.00%

5D -2.75%

Buy Vol. 1,913,000

Sell Vol. 1,549,400

- POW: PV Power and Vietnam Electricity (EVN) have just signed a Power Purchase Agreement for Ca Mau 1 and 2 Power Plants to participate in the electricity market.

VINGROUP

VIC

98,100

1D -0.91%

5D -4.29%

Buy Vol. 2,278,900

Sell Vol. 2,871,700

VHM

86,000

1D 2.99%

5D 4.75%

Buy Vol. 24,668,700

Sell Vol. 25,489,400

VRE

31,400

1D 1.13%

5D 3.97%

Buy Vol. 15,004,200

Sell Vol. 20,468,900

- VIC: SK Group is Korea's third largest business group and active in Vietnam market, has poured nearly 1 billion USD to buy shares of Vingroup.

FOOD & BEVERAGE

VNM

85,500

1D -0.23%

5D -0.93%

Buy Vol. 2,562,500

Sell Vol. 2,511,100

MSN

166,600

1D 2.84%

5D 6.28%

Buy Vol. 7,984,400

Sell Vol. 8,966,700

SAB

148,900

1D -0.07%

5D -2.55%

Buy Vol. 227,600

Sell Vol. 231,200

- SAB: Sabeco has closed the right to advance the 2021 dividend at the rate of 20%. With more than 641.2m shares outstanding, the dividend payment is about 1,282b VND.

OTHERS

BVH

122,500

1D 0.33%

5D -1.21%

Buy Vol. 745,000

Sell Vol. 832,600

VJC

122,500

1D 0.33%

5D -1.21%

Buy Vol. 745,000

Sell Vol. 832,600

FPT

95,200

1D -0.63%

5D -0.52%

Buy Vol. 2,213,400

Sell Vol. 2,146,600

MWG

133,000

1D 0.00%

5D -1.77%

Buy Vol. 828,100

Sell Vol. 816,300

PNJ

94,800

1D 0.64%

5D -1.46%

Buy Vol. 975,900

Sell Vol. 464,200

GVR

37,700

1D 0.27%

5D -1.18%

Buy Vol. 4,876,500

Sell Vol. 6,635,000

SSI

52,500

1D -1.87%

5D -0.38%

Buy Vol. 19,439,800

Sell Vol. 31,445,400

HPG

46,100

1D -1.71%

5D -3.35%

Buy Vol. 28,706,900

Sell Vol. 27,855,900

- HPG: People's Committee of Ba Ria - Vung Tau province has just awarded investment policy decisions and investment registration certificates for 8 projects with a total investment capital of about 26,000 billion VND, equivalent to 1.1 billion USD, of which Hoa Phat's cargo container factory project