Market Brief 3/12/2021

VIETNAM STOCK MARKET

VN-INDEX

1,443.32

1D -2.61%

YTD 31.27%

VN30

1,503.98

1D -2.39%

YTD 42.10%

HNX

449.27

1D -1.96%

YTD 127.94%

UPCOM

112.11

1D -2.13%

YTD 51.85%

Net Foreign buy (B)

-416.42

1D 0.00%

YTD 0.00%

Total trading value (B)

39,736.14

1D 40.30%

YTD 131.66%

- Foreign investors had the 8th net selling session in a row with a value down 44% compared to the previous session and at 416 billion dong, equivalent to a volume of 16.3 million shares. In all 8 trading sessions, the foreign capital flow on this floor sold a total of 7,209 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,500

1D -2.60%

YTD 35.64%

FUEMAV30

17,800

1D -2.14%

YTD 42.06%

FUESSV30

19,200

1D 7.80%

YTD 44.36%

FUESSV50

23,100

1D -1.28%

YTD 46.20%

FUESSVFL

22,350

1D -1.93%

YTD 63.74%

FUEVFVND

27,580

1D -0.65%

YTD 60.35%

FUEVN100

19,990

1D -0.40%

YTD 43.30%

VN30F2206

1,503

1D -1.76%

YTD 0.00%

VN30F2103

1,212

1D 0.00%

YTD 0.00%

VN30F2201

1,512

1D -1.70%

YTD 0.00%

VN30F2112

1,509

1D -2.01%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,029.57

1D 1.13%

YTD 2.13%

Shanghai

3,607.43

1D 0.83%

YTD 5.65%

Kospi

2,968.33

1D 1.05%

YTD 3.30%

Hang Seng

23,766.69

1D 1.14%

YTD -12.45%

STI (Singapore)

3,101.93

1D 0.37%

YTD 8.11%

SET (Thái Lan)

1,588.19

1D -0.23%

YTD 9.58%

Crude oil ($/barrel)

68.19

1D 2.42%

YTD 41.18%

Gold ($/ounce)

1,772.25

1D 0.13%

YTD -6.90%

- Asian stocks mostly rose, Chinese technology stocks were sold strongly. In Japan, the Nikkei 225 gained 1.13%. The Chinese market rallied with the Shanghai Composite up 0.83%. Hong Kong's Hang Seng rose 1.14%. South Korea's Kospi index rose 1.05%.

VIETNAM ECONOMY

Vnibor

0.64%

1D (bps) -1

YTD (bps) 51

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.01%

1D (bps) -18

YTD (bps) -21

10 year-Gov. Bond

1.95%

1D (bps) 3

YTD (bps) -8

USD/VND

22,945

1D (%) 0.48%

YTD (%) -1.01%

EUR/VND

26,249

1D (%) -0.25%

YTD (%) -9.81%

CNY/VND

3,653

1D (%) 0.50%

YTD (%) 2.24%

- On December 3, Minister of Finance Ho Duc Phoc sent a written request to the State SSC, the Finance and Banking Department, the Inspectorate of the Ministry of Finance, the General Department of Taxation, and the Vietnam Stock Exchange to push strengthen the inspection and supervision of corporate bond issuance to ensure that the corporate bond market becomes an important and effective capital mobilization channel and minimizes risks for investors.

SELECTED NEWS

VN30

BANK

VCB

98,000

1D -1.11%

5D -6.67%

Buy Vol. 1,417,400

Sell Vol. 1,155,200

BID

42,000

1D -4.98%

5D -7.59%

Buy Vol. 3,039,400

Sell Vol. 4,053,300

CTG

33,000

1D -2.37%

5D -3.79%

Buy Vol. 13,595,300

Sell Vol. 17,432,700

TCB

50,200

1D -2.90%

5D -7.04%

Buy Vol. 21,265,500

Sell Vol. 26,333,800

VPB

35,700

1D -3.51%

5D -8.93%

Buy Vol. 32,304,200

Sell Vol. 33,079,000

MBB

28,300

1D -2.75%

5D -6.60%

Buy Vol. 18,665,700

Sell Vol. 22,386,900

HDB

31,000

1D -1.59%

5D -1.12%

Buy Vol. 15,276,800

Sell Vol. 17,084,200

TPB

47,000

1D -2.89%

5D -1.05%

Buy Vol. 5,450,200

Sell Vol. 8,431,400

STB

28,000

1D -4.44%

5D -9.24%

Buy Vol. 34,219,000

Sell Vol. 43,321,400

ACB

32,550

1D -1.96%

5D -5.92%

Buy Vol. 7,973,200

Sell Vol. 8,126,900

- MBB: On December 2, Military Commercial Joint Stock Bank (MB) and Shinsei Bank (Shinsei Bank) officially signed an agreement in principle on the implementation of a commercial bank joint venture in Cambodia. Accordingly, the two sides agreed that after being officially approved to establish a commercial bank with 100% capital in Cambodia with a minimum charter capital of 75 million USD, MB will transfer 49% of capital to strategic partners. strategy and launched Vietnam's first joint venture bank abroad.

REAL ESTATE

NVL

111,000

1D -2.89%

5D 0.27%

Buy Vol. 6,464,600

Sell Vol. 9,561,900

KDH

46,050

1D -0.54%

5D -0.65%

Buy Vol. 1,732,200

Sell Vol. 2,208,600

PDR

94,900

1D 0.11%

5D -0.94%

Buy Vol. 5,504,000

Sell Vol. 5,739,100

- In 2022, Quang Ngai is expected to collect VND 3,318 billion of land use fees, of which mainly from the auction of land use rights collected about VND 2,524 billion.

OIL & GAS

GAS

96,600

1D -1.83%

5D -5.29%

Buy Vol. 1,701,400

Sell Vol. 1,600,300

POW

13,550

1D -4.24%

5D 0.00%

Buy Vol. 28,145,200

Sell Vol. 37,075,500

PLX

53,300

1D -3.96%

5D -6.16%

Buy Vol. 2,324,700

Sell Vol. 3,098,400

- POW: is a power generation enterprise that owns and manages the most gas-fired power plants among domestic power producers with 4 plants with a total capacity of 2,700 MW

VINGROUP

VIC

105,500

1D -1.59%

5D 7.11%

Buy Vol. 7,646,500

Sell Vol. 7,960,300

VHM

80,200

1D -2.55%

5D -3.72%

Buy Vol. 8,574,100

Sell Vol. 10,792,300

VRE

28,100

1D -5.23%

5D -7.57%

Buy Vol. 13,195,800

Sell Vol. 17,162,600

- VIC: Vingroup has 3 facilities that are eligible to pilot international tourists to Danang for the first time, namely Vinpearl Condotel Riverfront Danang, Vinpearl Resort and Spa, and Vinpearl Luxury Resort.

FOOD & BEVERAGE

VNM

85,800

1D -1.83%

5D -2.83%

Buy Vol. 4,164,300

Sell Vol. 6,556,100

MSN

151,000

1D -0.66%

5D -4.13%

Buy Vol. 1,543,400

Sell Vol. 1,814,300

SAB

157,000

1D -1.26%

5D -2.00%

Buy Vol. 223,400

Sell Vol. 220,200

- MSN: plans to increase its cash dividend in 2021 to 12%, higher than the previously approved 10%. The Board of Directors also approved the consultation to issue bonus shares at the ratio 5:1.

OTHERS

BVH

120,400

1D 0.00%

5D -7.03%

Buy Vol. 993,700

Sell Vol. 1,129,900

VJC

120,400

1D 0.00%

5D -7.03%

Buy Vol. 993,700

Sell Vol. 1,129,900

FPT

95,500

1D -1.75%

5D -3.44%

Buy Vol. 3,029,500

Sell Vol. 3,200,900

MWG

133,500

1D -2.55%

5D -5.65%

Buy Vol. 1,588,600

Sell Vol. 1,481,000

PNJ

94,000

1D -3.49%

5D -7.39%

Buy Vol. 948,500

Sell Vol. 1,053,600

GVR

36,500

1D -5.56%

5D -1.22%

Buy Vol. 5,828,600

Sell Vol. 7,476,100

SSI

50,500

1D -6.48%

5D -5.61%

Buy Vol. 65,937,200

Sell Vol. 71,472,900

HPG

47,700

1D -1.85%

5D -2.75%

Buy Vol. 31,097,800

Sell Vol. 35,185,700

- HPG: Hoa Phat Group and KDI Holdings Group proposed to research and invest in 2 projects, including: Ninh Hoa industrial-urban - service dynamic economic zone planning and zoning planning at the scale of 1/2000 Cai River area in Nha Trang. The investor also briefly presented the idea of setting up subdivisions and specific investment items under these two projects.