Market Brief 7/12/2021

VIETNAM STOCK MARKET

VN-INDEX

1,446.77

1D 2.35%

YTD 31.59%

VN30

1,512.62

1D 2.14%

YTD 42.92%

HNX

446.41

1D 2.42%

YTD 126.49%

UPCOM

110.85

1D 1.52%

YTD 50.14%

Net Foreign buy (B)

317.48

1D 0.00%

YTD 0.00%

Total trading value (B)

27,698.08

1D -26.41%

YTD 61.48%

- Foreign investors had the second consecutive session of net buying in the whole market with a value of 317.48 billion dong. Foreign investors' buying force today focused on real estate bluechips, VHM. In contrast, HPG and VPB were the most strongly sold stocks.

ETF & DERIVATIVES

E1VFVN30

25,980

1D 3.88%

YTD 38.19%

FUEMAV30

17,770

1D 2.72%

YTD 41.82%

FUESSV30

19,130

1D 7.41%

YTD 43.83%

FUESSV50

22,800

1D 3.64%

YTD 44.30%

FUESSVFL

21,500

1D -1.56%

YTD 57.51%

FUEVFVND

27,030

1D 0.19%

YTD 57.15%

FUEVN100

19,850

1D 4.14%

YTD 42.29%

VN30F2206

1,508

1D 2.36%

YTD 0.00%

VN30F2103

1,212

1D 0.00%

YTD 0.00%

VN30F2201

1,506

1D 1.75%

YTD 0.00%

VN30F2112

1,512

1D 2.15%

YTD 0.00%

GLOBAL MARKET

Nikkei

28,455.60

1D 0.47%

YTD 3.69%

Shanghai

3,595.09

1D 0.16%

YTD 5.29%

Kospi

2,991.72

1D 0.62%

YTD 4.12%

Hang Seng

23,983.66

1D 1.64%

YTD -11.65%

STI (Singapore)

3,134.66

1D 0.59%

YTD 9.25%

SET (Thái Lan)

1,609.28

1D 1.33%

YTD 11.03%

Crude oil ($/barrel)

71.54

1D 2.04%

YTD 48.12%

Gold ($/ounce)

1,779.30

1D -0.05%

YTD -6.53%

- Stock markets in Asia - Pacific increased in session 7/12. In Japan, the Nikkei 225 gained 0.47%. The Chinese market went up with Shanghai Composite up 0.16%, Shenzhen Component up 0.38%. Hong Kong's Hang Seng rose 2.72%. South Korea's Kospi index rose 0.62%.

VIETNAM ECONOMY

Vnibor

0.61%

1D (bps) -4

YTD (bps) 48

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.18%

YTD (bps) -4

10 year-Gov. Bond

1.90%

YTD (bps) -13

USD/VND

23,200

1D (%) -0.15%

YTD (%) 0.09%

EUR/VND

26,665

1D (%) -0.17%

YTD (%) -8.38%

CNY/VND

3,696

1D (%) 0.03%

YTD (%) 3.44%

- According to a representative of VITAS, it is also because the production of enterprises is restored in the last months of 2021, which has helped the textile industry to reach $ 39 billion in export turnover, equivalent to 2019. In which, garments achieved 28.9 billion USD, up 4% compared to 2020; Fiber, yarn is expected to reach 5.5 billion, up over 49%, of which mainly exported to China... Besides, the industry also imports about 21.7 billion USD.

SELECTED NEWS

VN30

BANK

VCB

98,200

1D 2.94%

5D -0.71%

Buy Vol. 1,683,600

Sell Vol. 1,405,200

BID

43,600

1D 3.93%

5D -1.80%

Buy Vol. 3,403,300

Sell Vol. 2,476,800

CTG

32,700

1D 1.87%

5D -2.53%

Buy Vol. 14,019,700

Sell Vol. 10,184,600

TCB

50,000

1D 2.04%

5D -3.47%

Buy Vol. 19,541,500

Sell Vol. 13,546,600

VPB

35,650

1D 0.42%

5D -5.44%

Buy Vol. 25,735,100

Sell Vol. 21,869,900

MBB

28,150

1D 2.36%

5D -2.93%

Buy Vol. 16,391,300

Sell Vol. 11,974,200

HDB

30,000

1D 3.09%

5D -1.64%

Buy Vol. 8,646,100

Sell Vol. 8,074,400

TPB

47,800

1D 1.70%

5D 5.99%

Buy Vol. 4,217,200

Sell Vol. 4,295,300

STB

28,050

1D 3.89%

5D -2.94%

Buy Vol. 26,115,900

Sell Vol. 19,267,900

ACB

32,950

1D 2.01%

5D -1.05%

Buy Vol. 6,350,200

Sell Vol. 4,494,500

- HDB: Announcement of the Board of Directors' decision on the approval of the fourth bond issuance plan in 2021 with a total par value of VND5,000 billion, including terms from 2 to 5 years.

REAL ESTATE

NVL

112,600

1D 1.44%

5D 2.36%

Buy Vol. 5,155,200

Sell Vol. 5,366,200

KDH

45,300

1D 4.62%

5D -2.48%

Buy Vol. 2,272,100

Sell Vol. 1,739,500

PDR

97,800

1D 2.30%

5D 4.49%

Buy Vol. 7,270,100

Sell Vol. 6,488,700

- NVL: Novaland and VinaCapital signed a memorandum of understanding on cooperation in the development and application of renewable energy in projects of NovaWorld brand.

OIL & GAS

GAS

96,500

1D 4.89%

5D -1.83%

Buy Vol. 2,177,400

Sell Vol. 1,477,700

POW

14,850

1D 6.83%

5D 10.00%

Buy Vol. 72,145,700

Sell Vol. 35,144,500

PLX

53,500

1D 3.48%

5D -1.11%

Buy Vol. 2,243,200

Sell Vol. 1,608,900

- Oil production in November reached 0.88 million tons, exceeding 9.3% of the November plan; accumulated 11 months reached 9.97 million tons, exceeding 2.5% of the whole year plan

VINGROUP

VIC

106,700

1D 1.04%

5D 1.62%

Buy Vol. 4,920,500

Sell Vol. 5,662,200

VHM

81,600

1D 2.38%

5D -3.55%

Buy Vol. 9,377,400

Sell Vol. 7,597,500

VRE

29,950

1D 6.96%

5D 0.50%

Buy Vol. 13,229,500

Sell Vol. 11,549,000

- VIC: Recently, Vinfast has successfully issued 35 million bonds, earning 3,500 billion VND. Previously, in early November, Vinfast also raised VND 1,500 billion in bonds.

FOOD & BEVERAGE

VNM

86,500

1D 1.41%

5D -1.26%

Buy Vol. 3,019,100

Sell Vol. 2,857,600

MSN

151,900

1D 0.60%

5D 1.81%

Buy Vol. 875,600

Sell Vol. 1,094,300

SAB

153,000

1D 0.92%

5D -0.65%

Buy Vol. 303,200

Sell Vol. 290,300

- SAB: SABECO has signed a 3-year strategic cooperation agreement with Vietnam National Administration of Tourism.

OTHERS

BVH

123,000

1D 2.07%

5D 0.41%

Buy Vol. 1,221,900

Sell Vol. 1,065,300

VJC

123,000

1D 2.07%

5D 0.41%

Buy Vol. 1,221,900

Sell Vol. 1,065,300

FPT

96,000

1D 1.59%

5D -1.13%

Buy Vol. 2,935,200

Sell Vol. 2,124,200

MWG

133,500

1D 1.60%

5D -3.89%

Buy Vol. 1,333,800

Sell Vol. 931,600

PNJ

93,800

1D 2.85%

5D -4.19%

Buy Vol. 1,424,200

Sell Vol. 1,015,600

GVR

36,600

1D 1.67%

5D -5.67%

Buy Vol. 3,794,400

Sell Vol. 3,037,000

SSI

52,200

1D 2.35%

5D -6.62%

Buy Vol. 34,877,300

Sell Vol. 31,216,300

HPG

47,600

1D 4.04%

5D -2.76%

Buy Vol. 41,961,000

Sell Vol. 29,645,300

- HPG: In November 2021, Hoa Phat Group reached 765,000 tons of steel of all kinds, equivalent to the same period last year and down 21% from the previous month. Finished construction steel recorded more than 271,000 tons, of which the export alone was more than 100,000 tons, 2.3 times higher than the same period last year. Hot rolled coil output reached a high level of 206,000 tons. Ton Hoa Phat surpassed 60,000 tons for the first time, the highest ever