Market Brief 17/12/2021

VIETNAM STOCK MARKET

VN-INDEX

1,479.79

1D 0.22%

YTD 34.59%

VN30

1,513.56

1D 0.22%

YTD 43.01%

HNX

456.20

1D -0.18%

YTD 131.46%

UPCOM

111.60

1D -0.12%

YTD 51.16%

Net Foreign buy (B)

-731.31

1D 0.00%

YTD 0.00%

Total trading value (B)

41,670.13

1D 29.60%

YTD 142.93%

- Foreign investors net sold 731 billion dong on the day of restructuring the ETFs portfolio. Foreign investors' selling today concentrated on two banking codes, VPB and VCB, besides HPG, CEO while VND and DGC became the strongest net buying stocks.

ETF & DERIVATIVES

E1VFVN30

25,500

1D 0.59%

YTD 35.64%

FUEMAV30

17,850

1D 0.51%

YTD 42.46%

FUESSV30

18,710

1D 5.05%

YTD 40.68%

FUESSV50

22,300

1D -0.89%

YTD 41.14%

FUESSVFL

21,300

1D -0.37%

YTD 56.04%

FUEVFVND

27,590

1D 0.33%

YTD 60.41%

FUEVN100

19,790

1D 0.92%

YTD 41.86%

VN30F2206

1,517

1D 0.72%

YTD 0.00%

VN30F2103

1,212

1D 0.00%

YTD 0.00%

VN30F2201

1,520

1D 0.46%

YTD 0.00%

VN30F2202

1,516

1D 0.42%

YTD 0.00%

GLOBAL MARKET

Nikkei

28,545.68

1D -0.89%

YTD 4.01%

Shanghai

3,632.36

1D -1.16%

YTD 6.38%

Kospi

3,017.73

1D 0.38%

YTD 5.02%

Hang Seng

23,192.63

1D -0.78%

YTD -14.57%

STI (Singapore)

3,111.63

1D -0.55%

YTD 8.45%

SET (Thái Lan)

1,641.73

1D -0.22%

YTD 13.27%

Crude oil ($/barrel)

71.17

1D -1.39%

YTD 47.35%

Gold ($/ounce)

1,808.95

1D 0.33%

YTD -4.97%

- Asian stocks mixed after Wall Street's decline. In Japan, the Nikkei 225 fell 0.89%. The Chinese market fell with Shanghai Composite down 1.16%, Shenzhen Component down 1.62%. Hong Kong's Hang Seng fell 0.78%. South Korea's Kospi index rose 0.38%.

VIETNAM ECONOMY

Vnibor

0.75%

1D (bps) 11

YTD (bps) 62

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.08%

1D (bps) 14

YTD (bps) -14

10 year-Gov. Bond

2.34%

1D (bps) 39

YTD (bps) 31

USD/VND

23,125

1D (%) -0.13%

YTD (%) -0.23%

EUR/VND

26,694

1D (%) 0.10%

YTD (%) -8.28%

CNY/VND

3,674

1D (%) -0.14%

YTD (%) 2.83%

- The State Treasury has just announced an offer to buy $300m from commercial banks. Specifically, on December 16, the State Treasury announced the need to buy foreign currency in the 10/DTNT-2021 offering. Expected buying volume is 300m USD; transaction type is spot transaction; the transaction date is December 17; Estimated payment date is 12/21/2021. With the above scale, it is expected that the additional supply of VND to the banking system will be about VND6,900b

SELECTED NEWS

VN30

BANK

VCB

96,500

1D -2.62%

5D -3.50%

Buy Vol. 9,146,300

Sell Vol. 4,063,400

BID

44,900

1D 0.00%

5D 0.67%

Buy Vol. 3,350,300

Sell Vol. 3,673,900

CTG

32,950

1D 1.38%

5D 0.62%

Buy Vol. 14,061,000

Sell Vol. 14,533,800

TCB

49,850

1D 0.00%

5D -0.70%

Buy Vol. 12,554,400

Sell Vol. 13,826,900

VPB

33,800

1D 0.30%

5D -5.59%

Buy Vol. 40,269,300

Sell Vol. 35,617,600

MBB

28,200

1D -0.18%

5D -0.53%

Buy Vol. 11,970,300

Sell Vol. 13,331,100

HDB

29,500

1D -0.67%

5D -3.91%

Buy Vol. 8,764,600

Sell Vol. 10,290,900

TPB

51,300

1D 0.20%

5D -1.35%

Buy Vol. 6,794,000

Sell Vol. 7,481,200

STB

28,300

1D -1.05%

5D -1.05%

Buy Vol. 16,185,000

Sell Vol. 17,055,000

ACB

33,200

1D 0.61%

5D -0.60%

Buy Vol. 4,041,000

Sell Vol. 5,292,600

- MBB: MB is officially the first joint-stock commercial bank in Vietnam to join the Contour network and commercialize letter of credit (L/C) services using blockchain technology for corporate customers with import-export activities.

REAL ESTATE

NVL

115,200

1D 0.17%

5D 1.95%

Buy Vol. 6,213,700

Sell Vol. 7,278,700

KDH

50,400

1D 4.13%

5D 5.44%

Buy Vol. 8,131,700

Sell Vol. 9,139,200

PDR

95,500

1D -2.25%

5D -3.24%

Buy Vol. 4,926,600

Sell Vol. 5,370,000

- KDH: On December 13, Dragon Capital's Wareham Group Limited fund sold 250,000 KDH shares, reducing the group's holding ratio to 6.97% or 44.81 million shares.

OIL & GAS

GAS

99,000

1D 0.41%

5D 2.48%

Buy Vol. 850,700

Sell Vol. 1,397,900

POW

17,100

1D -0.58%

5D 5.23%

Buy Vol. 53,704,500

Sell Vol. 51,881,500

PLX

54,300

1D -1.09%

5D 1.88%

Buy Vol. 1,773,300

Sell Vol. 2,075,700

- The amount of petroleum imported in October was 64.2% higher than in September. In the first 10 months of the year, Malaysia was the market where Vietnam imported the most petrol and oil.

VINGROUP

VIC

102,000

1D 2.00%

5D -1.07%

Buy Vol. 8,618,900

Sell Vol. 8,563,900

VHM

84,500

1D 2.67%

5D 4.45%

Buy Vol. 36,596,500

Sell Vol. 42,727,000

VRE

30,800

1D 2.33%

5D 1.48%

Buy Vol. 23,123,400

Sell Vol. 27,447,000

- VIC: Vingroup completed the first Vietnamese gene decoding. This is a genome-wide dataset that ensures representativeness

FOOD & BEVERAGE

VNM

85,700

1D -1.04%

5D -0.70%

Buy Vol. 5,894,100

Sell Vol. 4,679,500

MSN

157,500

1D -1.56%

5D 2.64%

Buy Vol. 4,832,800

Sell Vol. 3,769,600

SAB

150,000

1D -0.66%

5D -1.51%

Buy Vol. 402,200

Sell Vol. 310,400

- MSN: Integrating Phuc Long, Phano Pharmacy, Techcombank, Reddi helps Winmart revenue increase 30% compared to before

OTHERS

BVH

122,500

1D -0.24%

5D -1.61%

Buy Vol. 887,300

Sell Vol. 932,500

VJC

122,500

1D -0.24%

5D -1.61%

Buy Vol. 887,300

Sell Vol. 932,500

FPT

96,400

1D 0.94%

5D 0.63%

Buy Vol. 1,998,100

Sell Vol. 2,581,700

MWG

134,500

1D 0.67%

5D 0.30%

Buy Vol. 1,172,200

Sell Vol. 1,396,800

PNJ

95,500

1D 1.92%

5D -1.85%

Buy Vol. 635,900

Sell Vol. 501,000

GVR

38,250

1D 1.06%

5D 2.00%

Buy Vol. 5,086,000

Sell Vol. 7,425,600

SSI

52,500

1D 3.14%

5D -0.94%

Buy Vol. 29,422,900

Sell Vol. 27,092,900

HPG

46,700

1D -1.68%

5D 0.43%

Buy Vol. 38,770,500

Sell Vol. 37,132,400

- GVR: just released its estimated business results as of December 15. Accordingly, the group recorded consolidated revenue of 23,032 billion dong, fulfilling 93% of the whole year plan, up nearly 3% compared to 2019 revenue. GVR's pre-tax profit reached 4,955 billion dong, completing 100 % of the plan and increased by 6% compared to 2019.