Market Brief 26/02/2021

VIETNAM STOCK MARKET

VN-INDEX

1,168.47

1D 0.26%

YTD 6.27%

VN30

1,173.60

1D 0.32%

YTD 10.89%

HNX

249.22

1D 1.23%

YTD 26.44%

UPCOM

76.64

1D 0.21%

YTD 3.81%

Net Foreign buy (B)

-447.72

1D 0.00%

YTD 0.00%

Total trading value (B)

17,810.09

1D 12.45%

YTD 3.83%

- Foreign investors' trade was negtive when they continue to net sell 448 billion dong on the whole market and this is also the 6th consecutive net selling session. Foreign investors' selling focused on stocks such as VNM (VND 137.1 billion), VRE (VND 73.4 billion), and DXG (VND 46.1 billion) ...

ETF & DERIVATIVES

E1VFVN30

19,700

1D -0.10%

YTD 4.79%

FUEMAV30

13,800

1D 2.22%

YTD 10.14%

FUESSV30

14,470

1D -0.21%

YTD 8.55%

FUESSV50

16,900

1D 0.00%

YTD 6.96%

FUESSVFL

15,370

1D 0.39%

YTD 12.60%

FUEVFVND

19,600

1D 0.46%

YTD 13.95%

FUEVN100

15,180

1D 0.53%

YTD 8.82%

VN30F2109

1,180

1D -0.40%

YTD 0.00%

VN30F2106

1,182

1D -0.14%

YTD 0.00%

VN30F2104

1,176

1D -1.14%

YTD 0.00%

VN30F2103

1,174

1D -0.68%

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%

- Asia-Pacific stocks fell sharply on Friday (February 26), following the strong drop on Wall Street last night when the rapid rise of bond yields. Japan's Nikkei 225 index slumped 1,202 points (or 3.99%), while Korea's Kospi index plunged 3.09%. In China, the Shanghai Composite Index fell 1.48%, while the Hong Kong Hang Seng Index plunged 2.87%. The Shenzhen Composite Index fell 2,331%.

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%

- According to the report of the Ministry of Planning and Investment, in February 2021, the whole country had 8,038 newly established enterprises with a total registered capital of 179,737 billion VND, decreasing by 12.3% and increasing by 85.6% in Registered capital over the same period in 2020, decreased 20.3% in the number of enterprises and increased 15.9% in registered capital compared to January 2021.

SELECTED NEWS

VN30

BANK

VCB

98,200

1D 0.00%

5D -3.06%

Buy Vol. 2,216,200

Sell Vol. 1,569,800

BID

43,600

1D 1.51%

5D -1.13%

Buy Vol. 3,566,000

Sell Vol. 2,245,900

CTG

37,250

1D -0.13%

5D 0.68%

Buy Vol. 19,640,600

Sell Vol. 15,211,400

TCB

39,250

1D 0.38%

5D 1.42%

Buy Vol. 34,181,400

Sell Vol. 26,409,300

VPB

40,000

1D 1.01%

5D -1.48%

Buy Vol. 11,800,900

Sell Vol. 8,358,600

MBB

27,650

1D 1.28%

5D 2.98%

Buy Vol. 47,367,700

Sell Vol. 41,855,700

HDB

25,150

1D -1.37%

5D -1.57%

Buy Vol. 8,845,600

Sell Vol. 7,430,200

TPB

27,550

1D 0.73%

5D -0.54%

Buy Vol. 3,742,400

Sell Vol. 2,890,000

STB

18,350

1D -0.81%

5D -1.87%

Buy Vol. 53,713,500

Sell Vol. 35,177,100

- VBC: At the beginning of February, Vietcombank pioneered in bringing the short term rate 1-2 months to the "bottom of the bottom" at 2.9%/year. The bank's deposit rate schedule for the terms of 6-9 months is 3.8%/year; 24-60 month term decreased to 5.3%/year… decreased by 0.1% compared to the previous interest rate schedule. Thus, with the above adjustment, Vietcombank has pulled the bank's deposit interest rate to the lowest level among four state-owned commercial banks, including Vietinbank, Agribank, and BIDV.

REAL ESTATE

NVL

79,600

1D -0.50%

5D -0.87%

Buy Vol. 2,755,800

Sell Vol. 3,625,200

TCH

21,800

1D -1.13%

5D -6.44%

Buy Vol. 12,995,200

Sell Vol. 10,255,500

KDH

31,900

1D -1.54%

5D -5.90%

Buy Vol. 3,211,500

Sell Vol. 3,007,300

PDR

63,000

1D 1.29%

5D -2.93%

Buy Vol. 4,629,400

Sell Vol. 4,225,400

-

OIL & GAS

GAS

89,300

1D 0.11%

5D 0.45%

Buy Vol. 2,827,200

Sell Vol. 1,343,000

POW

12,600

1D -0.79%

5D -3.45%

Buy Vol. 15,715,900

Sell Vol. 13,294,000

PLX

58,200

1D -0.34%

5D 3.56%

Buy Vol. 2,951,200

Sell Vol. 2,027,700

- The gasoline price E5 and RON95 increased by more than 800VND/liter from the afternoon of February 25, in which the expenditure from the operating fund was 2,000 VND/liter.

VINGROUP

VIC

109,000

1D 0.09%

5D 0.00%

Buy Vol. 1,941,300

Sell Vol. 1,531,000

VHM

101,600

1D -1.17%

5D -1.45%

Buy Vol. 4,660,500

Sell Vol. 3,836,700

VRE

33,200

1D -1.63%

5D -3.77%

Buy Vol. 8,237,500

Sell Vol. 6,980,600

- VIC: Lang Van tourist complex with a total scale up to 1,500ha, handed over to Vinpearl JSC by Da Nang with the initial expected total investment of up to $5billion.

FOOD & BEVERAGE

VNM

104,800

1D 0.19%

5D -2.96%

Buy Vol. 7,205,600

Sell Vol. 5,548,500

BVH

59,100

1D -0.84%

5D -3.90%

Buy Vol. 2,050,200

Sell Vol. 1,044,400

MSN

90,300

1D 0.78%

5D -4.85%

Buy Vol. 3,367,500

Sell Vol. 2,133,200

SBT

21,700

1D -1.14%

5D -5.03%

Buy Vol. 6,448,000

Sell Vol. 5,156,100

OTHERS

VJC

135,100

1D 0.07%

5D 2.50%

Buy Vol. 1,182,900

Sell Vol. 1,075,100

FPT

76,200

1D 0.00%

5D -0.52%

Buy Vol. 4,593,600

Sell Vol. 3,184,500

MWG

135,000

1D -0.52%

5D -1.89%

Buy Vol. 2,308,800

Sell Vol. 1,923,200

PNJ

84,900

1D 1.07%

5D -2.30%

Buy Vol. 1,211,700

Sell Vol. 1,647,700

REE

56,700

1D 0.53%

5D -3.24%

Buy Vol. 1,669,400

Sell Vol. 1,640,400

SSI

33,200

1D -0.75%

5D 0.15%

Buy Vol. 26,845,600

Sell Vol. 23,563,800

HPG

45,600

1D 3.28%

5D 4.95%

Buy Vol. 80,757,300

Sell Vol. 65,466,800

- HPG: Hoa Phat manufactures containers, handling the output for 1 million tons of HRC at Dung Quat steel factory. It is expected that at the beginning of the second quarter of next year, Hoa Phat can supply its branded empty container to the market.