Market Brief 25/02/2021

VIETNAM STOCK MARKET

VN-INDEX

1,165.43

1D 0.29%

YTD 6.00%

VN30

1,169.82

1D 0.23%

YTD 10.53%

HNX

246.20

1D 3.49%

YTD 24.91%

UPCOM

76.48

1D 0.34%

YTD 3.59%

Net Foreign buy (B)

-448.33

1D 0.00%

YTD 0.00%

Total trading value (B)

15,838.32

1D -14.12%

YTD -7.67%

- Foreign investors continued to net sell 448 billion dong on all 3 exchanges, their selling focused on VNM, PLX, KDH ... Generally in the last 4 sessions, foreign investors net sold about 2,500 billion dong on the whole market.

ETF & DERIVATIVES

E1VFVN30

19,720

1D 0.87%

YTD 4.89%

FUEMAV30

13,500

1D -1.60%

YTD 7.74%

FUESSV30

14,500

1D 0.00%

YTD 8.78%

FUESSV50

16,900

1D 0.00%

YTD 6.96%

FUESSVFL

15,310

1D -1.23%

YTD 12.16%

FUEVFVND

19,510

1D 0.05%

YTD 13.43%

FUEVN100

15,100

1D -1.31%

YTD 8.24%

VN30F2109

1,185

1D 1.10%

YTD 0.00%

VN30F2106

1,184

1D 0.77%

YTD 0.00%

VN30F2104

1,190

1D 1.67%

YTD 0.00%

VN30F2103

1,182

1D 1.72%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

26,537.31

1D 0.91%

YTD 12.18%

Shanghai

3,369.73

1D 0.22%

YTD 9.27%

Kospi

2,625.91

1D 0.94%

YTD 19.49%

Hang Seng

26,819.45

1D 0.56%

YTD -5.74%

STI (Singapore)

2,857.48

1D -0.42%

YTD -11.34%

SET (Thái Lan)

1,433.56

1D 1.26%

YTD -10.28%

Crude oil ($/barrel)

45.05

1D -1.81%

YTD -25.84%

Gold ($/ounce)

1,809.60

1D 0.10%

YTD 19.23%

- Asian stocks rose after the peak session of Wall Street. The MSCI Asia-Pacific Index, excluding Japan, rose 0.94%. In Japan, the Nikkei 225 increased by 1.61% with Softbank Group shares up more than 4%. Topix increased 1.41%. China market went up with Shanghai Composite up 0.6%, Shenzhen Component up 0.486%. Hong Kong's Hang Seng rose 0.62%, while South Korea's Kospi Index rose 2.06%.

VIETNAM ECONOMY

Vnibor

0.10%

YTD (bps) -133

Deposit interest 12M

5.80%

YTD (bps) -70

5 year-Gov. Bond

1.35%

1D (bps) -3

YTD (bps) -264

10 year-Gov. Bond

2.21%

1D (bps) -5

YTD (bps) -249

USD/VND

23,256

1D (%) 0.00%

YTD (%) 0.11%

EUR/VND

28,298

1D (%) -0.09%

YTD (%) 6.38%

CNY/VND

3,557

1D (%) 0.06%

YTD (%) 4.74%

- With the deposit interest rate continuing to decrease, the expected interest rate will also decrease to support businesses to revive production and business activities in 2021 …

SELECTED NEWS

VN30

BANK

VCB

98,200

1D 0.10%

5D -3.73%

Buy Vol. 1,642,300

Sell Vol. 1,652,300

BID

42,950

1D -0.23%

5D -1.04%

Buy Vol. 3,946,000

Sell Vol. 3,118,400

CTG

37,300

1D -0.53%

5D 1.36%

Buy Vol. 16,525,500

Sell Vol. 19,939,500

TCB

39,100

1D 0.00%

5D 0.51%

Buy Vol. 32,698,300

Sell Vol. 29,730,000

VPB

39,600

1D -0.25%

5D -4.12%

Buy Vol. 14,346,800

Sell Vol. 12,969,000

MBB

27,300

1D 1.11%

5D 4.20%

Buy Vol. 37,172,600

Sell Vol. 33,691,600

HDB

25,500

1D 0.20%

5D 0.00%

Buy Vol. 9,991,300

Sell Vol. 10,215,000

TPB

27,350

1D -0.18%

5D -1.80%

Buy Vol. 3,425,600

Sell Vol. 3,927,900

STB

18,500

1D 0.82%

5D -0.54%

Buy Vol. 41,755,900

Sell Vol. 42,593,700

- VCB: At the next shareholder meeting, Vietcombank's shareholders will consider and approve the report, the plan to set up the fund in 2020 and the plan to increase charter capital in the period of 2021 - 2022.

REAL ESTATE

NVL

80,000

1D -0.50%

5D -1.84%

Buy Vol. 2,488,100

Sell Vol. 3,391,100

TCH

22,050

1D -0.90%

5D -6.17%

Buy Vol. 13,181,300

Sell Vol. 13,034,300

KDH

32,400

1D -1.52%

5D -5.54%

Buy Vol. 3,287,900

Sell Vol. 3,295,100

PDR

62,200

1D -1.43%

5D -4.45%

Buy Vol. 3,995,900

Sell Vol. 3,890,200

-

OIL & GAS

GAS

89,200

1D 1.25%

5D -1.00%

Buy Vol. 2,241,500

Sell Vol. 2,040,400

POW

12,700

1D 0.40%

5D -2.68%

Buy Vol. 15,524,300

Sell Vol. 18,781,600

PLX

58,400

1D 1.92%

5D 4.10%

Buy Vol. 4,892,700

Sell Vol. 4,313,800

- POW: announced 2 months of 2021 business index with total power output of plants reaching 2,809.8 million kWh, total revenue is estimated at 4,676.7 billion dong

VINGROUP

VIC

108,900

1D 0.65%

5D -1.00%

Buy Vol. 1,772,800

Sell Vol. 2,096,600

VHM

102,800

1D 0.00%

5D -0.39%

Buy Vol. 4,886,700

Sell Vol. 4,071,600

VRE

33,750

1D 0.15%

5D -3.16%

Buy Vol. 7,550,000

Sell Vol. 8,090,700

- VHM and VIC were both bought in by foreign investors for the 5th consecutive net selling session of foreign investors with a value of 31 billion and 15 billion dong respectively.

FOOD & BEVERAGE

VNM

104,600

1D -1.13%

5D -4.04%

Buy Vol. 7,838,400

Sell Vol. 7,354,600

BVH

59,600

1D -0.17%

5D -3.72%

Buy Vol. 1,379,400

Sell Vol. 1,380,300

MSN

89,600

1D -1.54%

5D -5.78%

Buy Vol. 3,220,800

Sell Vol. 2,520,100

SBT

21,950

1D -1.79%

5D -6.00%

Buy Vol. 4,847,300

Sell Vol. 4,907,100

OTHERS

VJC

135,000

1D 2.35%

5D 2.43%

Buy Vol. 1,193,100

Sell Vol. 1,091,900

FPT

76,200

1D 1.06%

5D -2.56%

Buy Vol. 3,826,300

Sell Vol. 3,524,000

MWG

135,700

1D 1.42%

5D -2.72%

Buy Vol. 1,455,200

Sell Vol. 1,066,700

PNJ

84,000

1D 1.45%

5D -4.00%

Buy Vol. 839,600

Sell Vol. 803,000

REE

56,400

1D -1.05%

5D -5.37%

Buy Vol. 1,485,900

Sell Vol. 1,334,900

SSI

33,450

1D 0.00%

5D 0.45%

Buy Vol. 21,745,700

Sell Vol. 24,313,500

HPG

44,150

1D 1.26%

5D 0.68%

Buy Vol. 41,810,000

Sell Vol. 45,075,500

- PNJ: PNJ's gold bar sales increased by nearly 79% in the month near the Lunar New Year. In January, PNJ recorded net revenue of VND 2,170 billion, an increase of 30.2% and profit after tax of VND 168 billion, an increase of 2.5% compared to the same period last year, mainly thanks to the growth of sales. odd and gold bars.