Market Brief 01/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,186.17

1D 1.51%

YTD 7.88%

VN30

1,191.83

1D 1.55%

YTD 12.61%

HNX

252.37

1D 1.26%

YTD 28.04%

UPCOM

77.15

1D 0.67%

YTD 4.50%

Net Foreign buy (B)

-226.03

1D 0.00%

YTD 0.00%

Total trading value (B)

18,918.65

1D 6.22%

YTD 10.29%

- Foreign investors had the 7th net selling session in a row, but the pressure decreased significantly, to nearly 226 billion dong. Foreign investors' selling focused on Bluechips such as HPG (-166.88 billion), CTG (-95.8 billion dong), VNM (-79.3 billion dong) ...

ETF & DERIVATIVES

E1VFVN30

20,030

1D 1.68%

YTD 6.54%

FUEMAV30

14,010

1D 1.52%

YTD 11.81%

FUESSV30

14,840

1D 2.56%

YTD 11.33%

FUESSV50

17,300

1D 2.37%

YTD 9.49%

FUESSVFL

15,690

1D 2.08%

YTD 14.95%

FUEVFVND

19,950

1D 1.79%

YTD 15.99%

FUEVN100

15,540

1D 2.37%

YTD 11.40%

VN30F2109

1,199

1D 1.56%

YTD 0.00%

VN30F2106

1,198

1D 1.36%

YTD 0.00%

VN30F2104

1,196

1D 1.69%

YTD 0.00%

VN30F2103

1,193

1D 1.62%

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%

- Stock markets from Asia to Europe and the US all recovered strongly after a sharp drop at the end of last week, in the midst of a drop in US bond yields. In Japan, the Nikkei 225 increased by nearly 700 points (equivalent to 2.41%) to 29,663.50 points, after falling nearly 4% on February 26. The Topix index jumped 2.04% to 1,902.48, a bright March start.

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%

- The IIP in February 2021 is estimated to decrease by 21.1% from the previous month and to decrease by 7.2% over the same period last year. The mining industry decreased by 18.5% and down by 23%; processing and manufacturing decreased 23.1% and decreased 5.8%; electricity production and distribution decreased 9.8% and 2.3%; water supply, waste and wastewater management and treatment decreased 8.7% and increased 0.1%.

SELECTED NEWS

VN30

BANK

VCB

99,200

1D 1.02%

5D -1.39%

Buy Vol. 1,724,000

Sell Vol. 1,909,300

BID

44,100

1D 1.15%

5D 0.80%

Buy Vol. 4,921,200

Sell Vol. 3,555,800

CTG

38,100

1D 2.28%

5D 2.97%

Buy Vol. 23,904,300

Sell Vol. 22,004,700

TCB

40,200

1D 2.42%

5D 4.15%

Buy Vol. 21,141,300

Sell Vol. 20,091,900

VPB

40,800

1D 2.00%

5D -0.37%

Buy Vol. 5,849,200

Sell Vol. 6,593,600

MBB

28,350

1D 2.53%

5D 6.18%

Buy Vol. 37,209,200

Sell Vol. 34,973,300

HDB

25,800

1D 2.58%

5D 0.00%

Buy Vol. 5,977,500

Sell Vol. 7,389,500

TPB

28,000

1D 1.63%

5D 0.36%

Buy Vol. 5,577,100

Sell Vol. 7,252,000

STB

19,100

1D 4.09%

5D 2.69%

Buy Vol. 76,032,900

Sell Vol. 58,719,500

- STB: In Binh Thanh district, Sacombank is auctioning land use rights, ownership of houses and other attached assets located at 36/70 D2 Street, Ward 25. This land area is up to 6,382 m2. , was offered for sale with a starting price of nearly 377 billion.

REAL ESTATE

NVL

79,700

1D 0.13%

5D -1.36%

Buy Vol. 2,186,600

Sell Vol. 2,550,500

TCH

22,600

1D 3.67%

5D -0.88%

Buy Vol. 8,555,300

Sell Vol. 8,012,500

KDH

32,500

1D 1.88%

5D -4.13%

Buy Vol. 2,504,400

Sell Vol. 1,787,600

PDR

64,300

1D 2.06%

5D -0.31%

Buy Vol. 5,021,800

Sell Vol. 4,514,300

- PDR: PDR may be added to the FTSE Vietnam portfolio when the FTSE index will need to complete the portfolio structure on March 19.

OIL & GAS

GAS

91,900

1D 2.91%

5D 4.20%

Buy Vol. 7,348,800

Sell Vol. 2,527,400

POW

13,050

1D 3.57%

5D 1.16%

Buy Vol. 22,655,000

Sell Vol. 20,317,300

PLX

59,000

1D 1.37%

5D 3.15%

Buy Vol. 10,297,300

Sell Vol. 7,411,100

- PLX and POW were both among the top stocks that were sold the most by foreign investors in February with a value of over VND 200 billion.

VINGROUP

VIC

108,500

1D -0.46%

5D -1.09%

Buy Vol. 1,273,300

Sell Vol. 1,456,700

VHM

103,000

1D 1.38%

5D -2.65%

Buy Vol. 3,281,200

Sell Vol. 3,706,200

VRE

34,250

1D 3.16%

5D 0.29%

Buy Vol. 8,736,200

Sell Vol. 8,136,800

- By the end of February 26, 2021, Vingroup ranked first in stock market value and reached $15.95b. The third place is VHM with $14.52b. And VRE is worth $3.28b.

FOOD & BEVERAGE

VNM

105,600

1D 0.76%

5D -1.77%

Buy Vol. 4,217,700

Sell Vol. 3,702,300

BVH

61,800

1D 4.57%

5D 1.15%

Buy Vol. 3,807,500

Sell Vol. 1,487,400

MSN

91,300

1D 1.11%

5D -3.49%

Buy Vol. 1,834,400

Sell Vol. 1,503,400

SBT

22,900

1D 5.53%

5D 4.09%

Buy Vol. 9,411,300

Sell Vol. 8,167,800

OTHERS

VJC

136,200

1D 0.81%

5D 3.50%

Buy Vol. 1,000,500

Sell Vol. 855,600

FPT

77,900

1D 2.23%

5D 1.43%

Buy Vol. 4,960,800

Sell Vol. 3,962,800

MWG

134,800

1D -0.15%

5D -1.61%

Buy Vol. 2,041,200

Sell Vol. 2,107,800

PNJ

84,700

1D -0.24%

5D -0.47%

Buy Vol. 798,500

Sell Vol. 1,248,900

REE

56,900

1D 0.35%

5D -0.18%

Buy Vol. 1,225,800

Sell Vol. 1,502,800

SSI

35,000

1D 5.42%

5D 6.54%

Buy Vol. 43,731,300

Sell Vol. 32,495,400

HPG

46,200

1D 1.32%

5D 6.45%

Buy Vol. 38,644,900

Sell Vol. 36,067,900

- REE: Platium Victory Pte. Ltd registered to buy 15,812,786 shares. Before the transaction Platium Victory owned 92,355,038 shares (ratio 29.88%). The transaction is expected to be carried out from March 4 to April 2, 2021.