Morning Brief 24/02/2021

VIETNAM STOCK MARKET

VN-INDEX

1,177.64

1D 0.22%

YTD 7.11%

VN30

1,182.47

1D 0.16%

YTD 11.72%

HNX

238.78

1D 0.34%

YTD 21.15%

UPCOM

76.47

1D -0.13%

YTD 3.58%

Net Foreign buy (B)

-623.35

Total trading value (B)

18,133.67

1D 3.41%

YTD 5.72%

- Foreign investors' trade was negative they were net sellers on all 3 exchanges with a total value of more than 623 billion dong and this is also the 3rd net selling session in a row. Foreign investors' selling focused on Bluechips such as VNM (-106.4 billion dong), CTG (-77.3 billion dong), and HPG (-69 billion dong) ...

ETF & DERIVATIVES

FUESSV50

17,300

1D 0.00%

YTD 14.57%

E1VFVN30

19,900

1D 0.45%

YTD 15.03%

FUESSV30

14,760.0

1D 0.48%

FUEVFVND

19,600.0

1D -1.01%

VN30F2106

1,190.9

1D 0.92%

VN30F2103

1,190.0

1D 0.80%

VN30F2101

1,190.0

1D 1.24%

VN30F2012

1,186.4

1D 1.13%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

DJI

31,537.35

1D 0.05%

YTD 3.71%

S&P500

3,881.37

1D 0.13%

YTD 4.00%

NASDAQ

13,465.20

1D -0.50%

YTD 4.62%

VIX

23.11

FTSE 100

6,625.94

1D 0.21%

YTD 1.07%

DAX

13,864.81

1D -0.61%

YTD 1.06%

CAC40

5,779.84

1D 0.22%

YTD 3.22%

Nikkei

30,042.50

1D -0.38%

YTD 9.47%

Shanghai

3,636.36

1D -0.17%

YTD 6.50%

Kospi

3,070.09

1D -0.31%

YTD 6.84%

Hang Seng

30,632.64

1D 1.03%

YTD 12.84%

STI (Singapore)

2,890.70

1D 0.33%

YTD 0.75%

SET (Thailand)

1,500.61

1D 1.52%

YTD 3.54%

Crude oil ($/barrel)

61.27

1D -1.30%

YTD 26.85%

Gold ($/ounce)

1,809.70

1D 0.16%

YTD -4.94%

- At the end of the session 23/2, Dow Jones recovered from a sharp drop when Fed Chairman Jerome Powell made comments to reduce concerns about rising inflation and the possibility of rate hikes. The Dow Jones blue-chip index wiped out a 360-point drop and closed 15.66 points higher, or 0.1%, at 31,537.35 points. The S&P 500 also reversed the 1.8% decline and ended the day with a 0.1% gain with 3,881.37 points. Nasdaq Composite lost 0.5% to 13,465.20 points, after falling 3.9% in the session. At its intraday low, the Nasdaq even dipped below the 50-day moving average for the first time since November 3rd.

VIETNAM ECONOMY

Vnibor

0.42%

1D (bps) -24

YTD (bps) 29

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.39%

1D (bps) 13

YTD (bps) 17

10 year-Gov. Bond

2.26%

1D (bps) 22

YTD (bps) 23

USD/VND

23,127

1D (%) 0.01%

YTD (%) -0.22%

EUR/VND

28,710

1D (%) -0.02%

YTD (%) -1.35%

CNY/VND

3,631

1D (%) 0.00%

YTD (%) 1.62%

- According to the GDC announced on the afternoon of February 22, the first 15 days of this month, the export turnover reached $9.94b, a slight increase of nearly 2.5% compared to the same period of 2020. At the beginning of February, there were 4 groups of export goods with turnover of $1b or more, including: phones; computers; machinery, equipment, tools and spare parts; textile.

SELECTED NEWS

VN30

BANK

VCB

100,000

1D -0.60%

5D 2.88%

Buy Vol. 2,333,900

Sell Vol. 2,311,500

BID

44,000

1D 0.57%

5D 7.84%

Buy Vol. 2,872,000

Sell Vol. 2,988,500

CTG

37,050

1D 0.14%

5D 4.66%

Buy Vol. 14,642,600

Sell Vol. 17,000,100

TCB

39,800

1D 3.11%

5D 10.56%

Buy Vol. 44,632,700

Sell Vol. 43,372,200

VPB

40,500

1D -1.10%

5D 5.19%

Buy Vol. 12,540,100

Sell Vol. 13,137,500

MBB

27,400

1D 2.62%

5D 10.71%

Buy Vol. 57,097,200

Sell Vol. 52,509,400

HDB

25,950

1D 0.58%

5D 7.68%

Buy Vol. 8,142,800

Sell Vol. 10,669,000

TPB

27,950

1D 0.18%

5D 4.10%

Buy Vol. 5,035,300

Sell Vol. 7,112,900

STB

18,800

1D 1.08%

5D 3.58%

Buy Vol. 52,308,700

Sell Vol. 51,333,300

- VCB: Vietcombank continued to reduce lending interest rates from February 22, applying to both individual and corporate customers. Accordingly, the interest payable as well as the loan interest rate applies to both existing and new loans.

REAL ESTATE

NVL

80,800

1D 0.00%

5D 2.28%

Buy Vol. 2,807,300

Sell Vol. 2,795,900

TCH

23,000

1D 0.88%

5D 7.98%

Buy Vol. 12,179,200

Sell Vol. 10,587,400

KDH

33,500

1D -1.18%

5D 5.02%

Buy Vol. 2,106,100

Sell Vol. 2,236,600

PDR

64,000

1D -0.78%

5D 1.91%

Buy Vol. 4,538,600

Sell Vol. 4,100,900

- NVL: Novaland plans to issue at most 46 million shares to convert up to 565,925 bonds. The total convertible bond value is nearly 2,578 billion dong.

OIL & GAS

GAS

89,400

1D 1.36%

5D 9.96%

Buy Vol. 2,829,800

Sell Vol. 3,035,900

POW

12,850

1D -0.39%

5D 4.05%

Buy Vol. 17,558,300

Sell Vol. 19,301,700

PLX

56,800

1D -0.70%

5D 7.17%

Buy Vol. 1,984,900

Sell Vol. 2,594,600

- PLX: Eneos Corporotion (Japan) announces registration to buy 25 million PLX shares from March 1 to March 30.

VINGROUP

VIC

110,000

1D 0.27%

5D 3.58%

Buy Vol. 2,262,800

Sell Vol. 2,382,900

VHM

105,300

1D -0.47%

5D 8.78%

Buy Vol. 3,570,700

Sell Vol. 4,197,900

VRE

34,400

1D 0.73%

5D 9.03%

Buy Vol. 7,487,000

Sell Vol. 8,541,000

- VIC: From January 2021 up to now, there have been 3 phone models with ID V340U, V341U and V350U officially on the shelves of AT&T carrier.

FOOD & BEVERAGE

VNM

107,000

1D -0.47%

5D -0.93%

Buy Vol. 5,317,900

Sell Vol. 5,053,100

BVH

60,500

1D -0.98%

5D 1.00%

Buy Vol. 1,514,700

Sell Vol. 1,457,700

MSN

92,700

1D -2.01%

5D 4.51%

Buy Vol. 2,605,700

Sell Vol. 2,826,300

SBT

22,500

1D 2.27%

5D 2.74%

Buy Vol. 6,832,600

Sell Vol. 6,867,200

- VNM: VNM continued to be net sold by foreigners yesterday with the value of VND 106 billion.

OTHERS

VJC

134,000

1D 1.82%

5D 3.88%

Buy Vol. 1,743,100

Sell Vol. 1,380,100

FPT

75,500

1D -1.69%

5D 1.21%

Buy Vol. 5,102,000

Sell Vol. 4,878,300

MWG

136,200

1D -0.58%

5D 5.17%

Buy Vol. 2,892,200

Sell Vol. 2,687,100

PNJ

83,500

1D -1.88%

5D -0.12%

Buy Vol. 1,649,300

Sell Vol. 1,707,300

REE

56,400

1D -1.05%

5D -1.05%

Buy Vol. 1,649,100

Sell Vol. 1,593,000

SSI

33,600

1D 2.28%

5D 5.83%

Buy Vol. 27,053,400

Sell Vol. 27,940,700

HPG

43,300

1D -0.23%

5D 3.59%

Buy Vol. 32,695,400

Sell Vol. 30,915,200

- HPG: Hoa Phat Group said that it is expected to launch Hoa Phat Dung Quat 2 project in early 2022 with a capacity of 5 million tons/year, focusing on HRC production with the most modern technology.