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.
EVENT CALENDAR
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Ex-right date Sat, 11/23/24
No event for this day
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SELECTED NEWS
- Despite the impact of the COVID-19 epidemic, FDI enterprises are increasingly expanding production in Vietnam
- TP. HCMC budget revenue 2,900 billion/day, nearly double the average receivable
- Prime Minister agrees to invest in 2 industrial zones in Nam Dinh and Vinh Phuc with a total area of more than 300ha
- Bloomberg: VinFast is planning to open a factory in the US
- Multilateralism is "revived" under Mr. Biden
- Nikkei: China massively buys steel, neighbors benefit, including Vietnam
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.
Market by numbers
TOP MOST TRADED TICKERS (VOLUME - IN MILLION)
FOREIGN NET FLOW 10 NEAREST SESSIONS (BILLION VND)
TOP INCREASES 3 CONSECUTIVE SESSIONS
TOP DECREASES 3 CONSECUTIVE SESSIONS
Pinetree Securities Corporation
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