Market Brief 02/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,186.61

1D 0.04%

YTD 7.92%

VN30

1,194.71

1D 0.24%

YTD 12.88%

HNX

247.94

1D -1.76%

YTD 25.79%

UPCOM

77.46

1D 0.40%

YTD 4.92%

Net Foreign buy (B)

-773.59

1D 0.00%

YTD 0.00%

Total trading value (B)

18,500.19

1D -3.80%

YTD 7.85%

- Foreign investors' trade was not positive as they net sold on all 3 exchanges with a total value of 773 billion dong, the selling focused on Bluechips such as VNM, HPG, VIC, CTG …

ETF & DERIVATIVES

E1VFVN30

20,030

1D 0.00%

YTD 6.54%

FUEMAV30

14,010

1D 0.00%

YTD 11.81%

FUESSV30

14,920

1D 0.54%

YTD 11.93%

FUESSV50

17,500

1D 1.16%

YTD 10.76%

FUESSVFL

15,800

1D 0.70%

YTD 15.75%

FUEVFVND

19,990

1D 0.20%

YTD 16.22%

FUEVN100

15,400

1D -0.90%

YTD 10.39%

VN30F2109

1,199

1D 0.04%

YTD 0.00%

VN30F2106

1,197

1D -0.07%

YTD 0.00%

VN30F2104

1,197

1D 0.13%

YTD 0.00%

VN30F2103

1,194

1D 0.08%

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 reversed, almost falling at the end of the session. The MSCI Asia-Pacific Index, excluding Japan, fell 0.24%. The Chinese market fell with the Shanghai Composite down 1.21% and the Shenzhen Component down 0.715%. Hong Kong's Hang Seng lost 1.21%. In Japan, Nikkei 225 decreased by 0.86% while Topix decreased by 0.4%. The South Korean Kospi Index went against the general trend, up 1.03% after the March 1 holiday.

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 State Treasury has just announced the Government bond bidding plan in 2021 with a total issuance of 350 trillion dong. The volume is expected to include 5-year term of 20 trillion dong, 7-year term of 15 trillion dong, 10-year term of 120 trillion dong, 15-year term of 135 trillion dong, and 20-year term. is 30 trillion dong, 30 year term is 30 trillion dong.

SELECTED NEWS

VN30

BANK

VCB

99,300

1D 0.10%

5D -0.70%

Buy Vol. 1,895,100

Sell Vol. 2,230,700

BID

44,050

1D -0.11%

5D 0.11%

Buy Vol. 3,260,500

Sell Vol. 3,925,900

CTG

38,000

1D -0.26%

5D 2.56%

Buy Vol. 12,567,300

Sell Vol. 16,815,100

TCB

40,300

1D 0.25%

5D 1.26%

Buy Vol. 15,093,200

Sell Vol. 20,034,500

VPB

40,750

1D -0.12%

5D 0.62%

Buy Vol. 8,082,500

Sell Vol. 9,538,100

MBB

28,100

1D -0.88%

5D 2.55%

Buy Vol. 23,709,700

Sell Vol. 31,946,500

HDB

26,700

1D 3.49%

5D 2.89%

Buy Vol. 14,960,500

Sell Vol. 16,002,000

TPB

29,750

1D 6.25%

5D 6.44%

Buy Vol. 27,330,000

Sell Vol. 23,356,600

STB

19,150

1D 0.26%

5D 1.86%

Buy Vol. 41,000,000

Sell Vol. 52,152,400

- The top 10 banks with net profit from service activities include Vietcombank, BIDV, VietinBank, Techcombank, Sacombank, MB, VPBank, VIB, SCB and ACB. The total net profit from service activities of these banks reached more than 17,060 billion dong, accounting for 85% of the net interest of 28 banks

REAL ESTATE

NVL

79,300

1D -0.50%

5D -1.86%

Buy Vol. 2,083,900

Sell Vol. 2,497,800

TCH

22,500

1D -0.44%

5D -2.17%

Buy Vol. 6,922,700

Sell Vol. 9,856,700

KDH

32,800

1D 0.92%

5D -2.09%

Buy Vol. 2,040,000

Sell Vol. 2,219,500

PDR

64,500

1D 0.31%

5D 0.78%

Buy Vol. 4,731,600

Sell Vol. 4,346,400

- NVL: Novaland has been issued red books for two projects in District 2 and will hand over three resort projects including NovaHills Mui Ne, NovaWorld Phan Thiet and NovaWorld Ho Tram this year.

OIL & GAS

GAS

91,000

1D -0.98%

5D 1.79%

Buy Vol. 3,030,000

Sell Vol. 2,544,800

POW

12,950

1D -0.77%

5D 0.78%

Buy Vol. 20,007,300

Sell Vol. 24,657,700

PLX

58,600

1D -0.68%

5D 3.17%

Buy Vol. 5,181,600

Sell Vol. 6,330,500

- PLX: Re-granted margin since the company has offset losses and starts to book a net profit of 950 billion dong in 2020.

VINGROUP

VIC

108,200

1D -0.28%

5D -1.64%

Buy Vol. 1,492,300

Sell Vol. 1,779,100

VHM

102,800

1D -0.19%

5D -2.37%

Buy Vol. 3,482,000

Sell Vol. 4,970,400

VRE

34,700

1D 1.31%

5D 0.87%

Buy Vol. 9,280,700

Sell Vol. 12,020,900

- VHM: VinFast will receive more than 89.8 million VHM shares, equivalent to 2.68%. The transaction is expected to be deployed from March 4 to April 2

FOOD & BEVERAGE

VNM

104,900

1D -0.66%

5D -1.96%

Buy Vol. 4,497,300

Sell Vol. 5,750,700

BVH

61,800

1D 0.00%

5D 2.15%

Buy Vol. 1,654,700

Sell Vol. 2,105,600

MSN

90,900

1D -0.44%

5D -1.94%

Buy Vol. 1,607,400

Sell Vol. 2,119,600

SBT

22,900

1D 0.00%

5D 1.78%

Buy Vol. 5,413,700

Sell Vol. 8,647,900

OTHERS

VJC

137,700

1D 1.10%

5D 2.76%

Buy Vol. 1,361,200

Sell Vol. 1,030,600

FPT

77,900

1D 0.00%

5D 3.18%

Buy Vol. 3,060,900

Sell Vol. 4,419,500

MWG

135,800

1D 0.74%

5D -0.29%

Buy Vol. 925,900

Sell Vol. 1,271,400

PNJ

84,000

1D -0.83%

5D 0.60%

Buy Vol. 504,600

Sell Vol. 865,900

REE

56,900

1D 0.00%

5D 0.89%

Buy Vol. 860,900

Sell Vol. 1,444,200

SSI

35,050

1D 0.14%

5D 4.32%

Buy Vol. 20,031,900

Sell Vol. 26,726,200

HPG

46,700

1D 1.08%

5D 7.85%

Buy Vol. 45,428,200

Sell Vol. 45,059,400

- FPT: FPT's net profit after tax increased by 13.1% compared to 2019 to reach VND 4,422 billion; in which, after-tax profit attributable to shareholders of parent company is 3,538 billion dong. The digital transformation segment is the “bright spot” in FPT's revenue structure with its contribution of 3,219 billion dong, up 31% y/y.