Market Brief 6/12/2021

VIETNAM STOCK MARKET

VN-INDEX

1,413.58

1D -2.06%

YTD 28.57%

VN30

1,480.92

1D -1.53%

YTD 39.92%

HNX

435.85

1D -2.99%

YTD 121.13%

UPCOM

109.19

1D -2.60%

YTD 47.89%

Net Foreign buy (B)

305.86

1D 0.00%

YTD 0.00%

Total trading value (B)

37,638.72

1D -5.28%

YTD 119.43%

- Foreign investors suddenly returned to buy 305 billion dong on HoSE. Foreign investors' buying power today concentrated on two bluechips of real estate and securities, VHM and SSI. In contrast, DXG and HDB were the most strongly sold stocks.

ETF & DERIVATIVES

E1VFVN30

25,010

1D -1.92%

YTD 33.03%

FUEMAV30

17,300

1D -2.81%

YTD 38.07%

FUESSV30

20,320

1D 14.09%

YTD 52.78%

FUESSV50

22,000

1D -4.76%

YTD 39.24%

FUESSVFL

21,840

1D -2.28%

YTD 60.00%

FUEVFVND

26,980

1D -2.18%

YTD 56.86%

FUEVN100

19,060

1D -4.65%

YTD 36.63%

VN30F2206

1,473

1D -2.00%

YTD 0.00%

VN30F2103

1,212

1D 0.00%

YTD 0.00%

VN30F2201

1,480

1D -2.10%

YTD 0.00%

VN30F2112

1,480

1D -1.91%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,927.37

1D 0.53%

YTD 1.76%

Shanghai

3,589.31

1D -0.50%

YTD 5.12%

Kospi

2,973.25

1D 0.17%

YTD 3.47%

Hang Seng

23,349.38

1D -0.27%

YTD -13.99%

STI (Singapore)

3,116.32

1D 0.46%

YTD 8.61%

SET (Thái Lan)

1,588.19

1D 0.00%

YTD 9.58%

Crude oil ($/barrel)

68.08

1D 0.70%

YTD 40.95%

Gold ($/ounce)

1,783.30

1D -0.18%

YTD -6.32%

- Stock markets in Asia - Pacific were mixed in the session of December 6. In Japan, the Nikkei 225 gained 0.53%. The Chinese market fell with Shanghai Composite losing 0.5%, Shenzhen Component down 0.93%. Hong Kong's Hang Seng Index fell 0.27%. South Korea's Kospi index rose 0.17%.

VIETNAM ECONOMY

Vnibor

0.65%

1D (bps) 1

YTD (bps) 52

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.18%

1D (bps) 17

YTD (bps) -4

10 year-Gov. Bond

1.90%

1D (bps) -5

YTD (bps) -13

USD/VND

23,235

1D (%) 1.13%

YTD (%) 0.25%

EUR/VND

26,565

1D (%) 0.47%

YTD (%) -8.72%

CNY/VND

3,695

1D (%) 1.12%

YTD (%) 3.41%

- According to a report from the General Department of Taxation, the total state budget revenue accumulated 11 months of 2021 managed by the tax agency is estimated at 1.18 million billion VND, equaling 105.1% of the estimate and equaling 107.5% over the same period in 2020. Domestic revenue was more than 1,135 million billion dong, 103.8% of the estimate, equaling 107.1% over the same period in 2020.

SELECTED NEWS

VN30

BANK

VCB

95,400

1D -2.65%

5D -5.64%

Buy Vol. 1,433,400

Sell Vol. 1,495,000

BID

41,950

1D -0.12%

5D -5.73%

Buy Vol. 4,238,900

Sell Vol. 4,462,800

CTG

32,100

1D -2.73%

5D -6.28%

Buy Vol. 19,083,700

Sell Vol. 19,062,300

TCB

49,000

1D -2.39%

5D -6.31%

Buy Vol. 31,077,700

Sell Vol. 34,816,200

VPB

35,500

1D -0.56%

5D -7.55%

Buy Vol. 30,787,200

Sell Vol. 30,807,600

MBB

27,500

1D -2.83%

5D -7.72%

Buy Vol. 24,127,500

Sell Vol. 28,082,500

HDB

29,100

1D -6.13%

5D -7.62%

Buy Vol. 13,357,800

Sell Vol. 14,648,200

TPB

47,000

1D 0.00%

5D -0.42%

Buy Vol. 6,533,600

Sell Vol. 7,165,800

STB

27,000

1D -3.57%

5D -9.70%

Buy Vol. 46,566,100

Sell Vol. 40,667,800

ACB

32,300

1D -0.77%

5D -5.42%

Buy Vol. 9,233,400

Sell Vol. 8,688,700

- BID: BIDV shareholders approved to increase charter capital from paying dividends in shares. The bank submitted a plan to issue up to nearly 1.037 billion shares to pay dividends from the accumulated residual profit until 2019 and the remaining profit after tax, after setting aside funds and paying dividends in cash in 2020. Expected issuance rate is 25.77%. The release period is in the year 2021-2022.

REAL ESTATE

NVL

111,000

1D 0.00%

5D 0.73%

Buy Vol. 7,757,100

Sell Vol. 8,039,200

KDH

43,300

1D -5.97%

5D -5.25%

Buy Vol. 1,477,600

Sell Vol. 2,199,800

PDR

95,600

1D 0.74%

5D 1.70%

Buy Vol. 9,579,600

Sell Vol. 8,606,400

- NVL: through an additional investment of 430.7 billion VND in subsidiary company The Prince Residence JSC. After completion, Novaland owns 99.892% of capital in this business.

OIL & GAS

GAS

92,000

1D -4.76%

5D -7.44%

Buy Vol. 2,034,100

Sell Vol. 2,169,800

POW

13,900

1D 2.58%

5D 3.35%

Buy Vol. 44,678,200

Sell Vol. 41,389,000

PLX

51,700

1D -3.00%

5D -5.83%

Buy Vol. 4,662,200

Sell Vol. 3,190,900

- POW: PV Power and Novatek strengthen cooperation in developing power and energy projects in Vietnam

VINGROUP

VIC

105,600

1D 0.09%

5D 0.28%

Buy Vol. 8,563,000

Sell Vol. 9,795,300

VHM

79,700

1D -0.62%

5D -6.01%

Buy Vol. 11,200,100

Sell Vol. 10,830,900

VRE

28,000

1D -0.36%

5D -7.13%

Buy Vol. 13,090,300

Sell Vol. 14,145,200

- VIC: approved the transfer of all contributed capital (51.52%) in VinFast Vietnam to VinFast Trading and Investment Company - VinFast Singapore.

FOOD & BEVERAGE

VNM

85,300

1D -0.58%

5D -2.51%

Buy Vol. 4,915,300

Sell Vol. 5,496,700

MSN

151,000

1D 0.00%

5D -0.98%

Buy Vol. 1,487,700

Sell Vol. 1,676,300

SAB

151,600

1D -3.44%

5D -2.88%

Buy Vol. 166,000

Sell Vol. 235,100

- MSN: Proposal to invest in the project of Western food industry center 2 with a capital of 3,500 billion VND in Hau river industrial park, Chau Thanh district, Hau Giang province. .

OTHERS

BVH

120,500

1D 0.08%

5D -3.60%

Buy Vol. 934,500

Sell Vol. 1,114,800

VJC

120,500

1D 0.08%

5D -3.60%

Buy Vol. 934,500

Sell Vol. 1,114,800

FPT

94,500

1D -1.05%

5D -3.67%

Buy Vol. 3,625,200

Sell Vol. 3,669,800

MWG

131,400

1D -1.57%

5D -4.44%

Buy Vol. 2,592,900

Sell Vol. 2,418,000

PNJ

91,200

1D -2.98%

5D -7.03%

Buy Vol. 903,300

Sell Vol. 999,300

GVR

36,000

1D -1.37%

5D -2.17%

Buy Vol. 4,687,600

Sell Vol. 5,174,100

SSI

51,000

1D 0.99%

5D -7.78%

Buy Vol. 58,948,700

Sell Vol. 52,155,200

HPG

45,750

1D -4.09%

5D -5.48%

Buy Vol. 52,824,800

Sell Vol. 54,431,500

- HPG: Hoa Phat's household goods factory will complete construction in about 5 months. With an area of more than 14 hectares, the factory's products include air coolers, water purifiers and air purifiers, with a capacity of about 1 million products per year.