Market Brief 15/12/2021
VIETNAM STOCK MARKET
VN-INDEX
1,476.02
1D -0.01%
YTD 34.25%
VN30
1,516.44
1D -0.29%
YTD 43.28%
HNX
454.68
1D -0.63%
YTD 130.68%
UPCOM
112.09
1D -0.19%
YTD 51.82%
Net Foreign buy (B)
-853.70
1D 0.00%
YTD 0.00%
Total trading value (B)
32,865.50
1D 5.41%
YTD 91.60%
- Foreign investors net sold nearly 140 billion dong in the whole market on December 15, 2021. Foreign investors' selling today focused on VPB, NLG while the duo VIC and VHM became the strongest net buying stocks.
ETF & DERIVATIVES
E1VFVN30
25,500
1D -1.92%
YTD 35.64%
FUEMAV30
17,910
1D 0.06%
YTD 42.94%
FUESSV30
19,170
1D 7.64%
YTD 44.14%
FUESSV50
22,810
1D 0.04%
YTD 44.37%
FUESSVFL
21,790
1D 0.97%
YTD 59.63%
FUEVFVND
27,550
1D 0.36%
YTD 60.17%
FUEVN100
19,780
1D 0.25%
YTD 41.79%
VN30F2206
1,514
1D -0.04%
YTD 0.00%
VN30F2103
1,212
1D 0.00%
YTD 0.00%
VN30F2201
1,517
1D -0.17%
YTD 0.00%
VN30F2112
1,519
1D -0.48%
YTD 0.00%
GLOBAL MARKET
Nikkei
28,432.64
1D -0.37%
YTD 3.60%
Shanghai
3,661.53
1D -0.53%
YTD 7.24%
Kospi
2,987.95
1D -0.46%
YTD 3.98%
Hang Seng
23,635.95
1D -0.41%
YTD -12.93%
STI (Singapore)
3,121.09
1D 0.04%
YTD 8.78%
SET (Thái Lan)
1,630.64
1D 0.30%
YTD 12.51%
Crude oil ($/barrel)
71.09
1D -0.27%
YTD 47.18%
Gold ($/ounce)
1,784.75
1D -0.18%
YTD -6.25%
- China releases economic data, Asian stocks mixed. In Japan, the Nikkei 225 fell 0.1%. The Chinese market fell with Shanghai Composite down 0.38%, Shenzhen Component down 0.73%. Hong Kong's Hang Seng fell 1.25%. South Korea's Kospi index rose 0.05%,
VIETNAM ECONOMY
Vnibor
0.65%
1D (bps) 1
YTD (bps) 52
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.00%
1D (bps) -11
YTD (bps) -22
10 year-Gov. Bond
1.95%
1D (bps) 19
YTD (bps) -8
USD/VND
23,148
1D (%) 0.23%
YTD (%) -0.13%
EUR/VND
26,666
1D (%) 0.44%
YTD (%) -8.37%
CNY/VND
3,689
1D (%) 0.30%
YTD (%) 3.25%
- The State Treasury has just announced the need to buy foreign currency from commercial banks in the offering of 09/DTNT-2021. The volume is expected to reach 350 million USD; transaction type is spot transaction; the transaction date is December 14, 2021; Estimated payment date is 12/16/2021. With 350 million USD this time, it is expected that more than 8,000 billion VND will be injected into the banking system
EVENT CALENDAR
M
T
W
T
F
S
S
14
15
16
17
18
19
20
Ex-right date Mon, 10/14/24
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
SELECTED NEWS
- VFA: Vietnam's rice exports in 2022 are estimated at 6.3 million tons.
- The State Bank of Vietnam has extended the credit growth limit for banks in the fourth quarter of 2021 with an increase of 1-6%
- The State Treasury has just announced that the demand for buying foreign currency from commercial banks is expected to 350 million USD
- Korea will begin the process of joining the CPTPP
- The phenomenon of "oversupply" is happening in China's housing market
- Germany is on the brink of recession this winter
VN30
BANK
VCB
99,300
1D -0.30%
5D 1.12%
Buy Vol. 1,280,500
Sell Vol. 1,681,500
BID
45,300
1D -0.44%
5D 3.90%
Buy Vol. 2,421,900
Sell Vol. 3,735,600
CTG
32,400
1D -0.92%
5D 1.51%
Buy Vol. 12,826,900
Sell Vol. 16,926,700
TCB
50,100
1D 0.20%
5D 0.20%
Buy Vol. 12,312,700
Sell Vol. 14,001,700
VPB
35,000
1D -1.13%
5D -1.82%
Buy Vol. 25,891,100
Sell Vol. 22,864,600
MBB
28,250
1D -0.53%
5D 0.36%
Buy Vol. 10,857,300
Sell Vol. 14,200,200
HDB
29,600
1D -1.50%
5D -1.33%
Buy Vol. 7,812,500
Sell Vol. 8,317,000
TPB
50,500
1D 0.00%
5D 5.65%
Buy Vol. 4,297,200
Sell Vol. 4,164,500
STB
28,100
1D -1.92%
5D 0.18%
Buy Vol. 21,109,100
Sell Vol. 20,193,000
ACB
33,300
1D -0.30%
5D 1.06%
Buy Vol. 3,943,200
Sell Vol. 4,982,400
- BID: Announcement of debt auction of Nam Viet Gloves Joint Stock Company for the 4th time. This debt has a value as of October 21 of more than 1,025 billion VND, including 40 million USD and 99 billion VND. In which, the principal balance is 801 billion VND, the balance of interest and late payment penalty is 224 billion VND. This debt was first offered for sale at the end of October 2021 with a starting price equal to the debt value of VND1,025 billion. The 4th time for sale, the starting price is only 799 billion VND, which is a decrease of more than 225 billion VND compared to more than 1 month ago.
REAL ESTATE
NVL
113,100
1D 0.89%
5D 0.44%
Buy Vol. 6,876,200
Sell Vol. 6,882,900
KDH
48,500
1D -2.22%
5D 7.06%
Buy Vol. 2,849,000
Sell Vol. 3,299,900
PDR
92,500
1D -5.90%
5D -5.42%
Buy Vol. 5,391,100
Sell Vol. 6,486,500
- NVL: Coteccons and Novaland signed a long-term cooperation agreement in the construction of key projects of Novaland in the period of 2022 - 2025.
OIL & GAS
GAS
98,200
1D 0.20%
5D 1.76%
Buy Vol. 1,549,200
Sell Vol. 1,390,500
POW
16,600
1D 2.47%
5D 11.78%
Buy Vol. 55,980,100
Sell Vol. 50,204,400
PLX
54,500
1D 1.49%
5D 1.87%
Buy Vol. 2,137,800
Sell Vol. 2,118,100
- GAS: Promoting the completion of the infrastructure system, the goal is to start importing LNG from 2022 to compensate for the declining domestic gas source.
VINGROUP
VIC
102,500
1D -0.68%
5D -3.94%
Buy Vol. 4,292,500
Sell Vol. 4,625,500
VHM
82,100
1D 0.00%
5D 0.61%
Buy Vol. 5,089,300
Sell Vol. 8,913,300
VRE
30,200
1D -0.82%
5D 0.83%
Buy Vol. 7,680,800
Sell Vol. 10,954,000
- VIC: Vingroup continues to firmly maintain its leading position in the TOP 500 private enterprises in Vietnam for 5 consecutive years
FOOD & BEVERAGE
VNM
86,300
1D -0.12%
5D -0.23%
Buy Vol. 3,093,900
Sell Vol. 4,342,800
MSN
157,000
1D 0.64%
5D 3.36%
Buy Vol. 1,272,800
Sell Vol. 1,585,100
SAB
152,800
1D 0.33%
5D -0.13%
Buy Vol. 261,700
Sell Vol. 250,900
- MSN: Announced signing transaction with investors TPG, ADIA and SeaTown Master Fund for the investment of 350 million USD in The CrownX.
OTHERS
BVH
124,000
1D -1.43%
5D 0.81%
Buy Vol. 876,200
Sell Vol. 1,188,600
VJC
124,000
1D -1.43%
5D 0.81%
Buy Vol. 876,200
Sell Vol. 1,188,600
FPT
95,700
1D -0.31%
5D -0.31%
Buy Vol. 2,190,600
Sell Vol. 1,974,400
MWG
135,400
1D 0.37%
5D 1.42%
Buy Vol. 1,076,500
Sell Vol. 1,375,500
PNJ
96,200
1D -2.34%
5D 3.20%
Buy Vol. 604,900
Sell Vol. 740,300
GVR
38,150
1D -0.91%
5D 4.23%
Buy Vol. 5,313,400
Sell Vol. 7,582,400
SSI
52,700
1D -1.31%
5D 0.96%
Buy Vol. 26,782,700
Sell Vol. 28,793,400
HPG
47,700
1D 2.47%
5D 0.21%
Buy Vol. 61,066,400
Sell Vol. 60,475,900
- FPT: Announced business results for the first 11 months of the year with revenue of 31,800 billion dong and pre-tax profit of 5,850 billion dong, up 20.6% and 19.7% respectively over the same period last year, equivalent to 102 % and 104% of the annual plan. Profit after tax for shareholders of parent company and EPS reached VND 3,942 billion and VND 4,351 respectively, up 19.9% and 19.3%, equivalent to 104% of the plan.
