Market Brief 09/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,161.97

1D -0.54%

YTD 5.68%

VN30

1,163.00

1D -0.60%

YTD 9.88%

HNX

264.83

1D 0.54%

YTD 34.36%

UPCOM

79.54

1D 0.15%

YTD 7.73%

Net Foreign buy (B)

-1,157.34

1D 0.00%

YTD 0.00%

Total trading value (B)

18,545.20

1D -1.16%

YTD 8.12%

- Foreign investors' trade continued to net sell at VND 1,157 billion today. Foreign investors' selling focused on VNM (-273.1 billion), POW (-181.8 billion), HSG (-103 billion), HPG (-83 billion dong) …

ETF & DERIVATIVES

E1VFVN30

19,650

1D -0.05%

YTD 4.52%

FUEMAV30

13,640

1D -0.73%

YTD 8.86%

FUESSV30

14,540

1D -0.68%

YTD 9.08%

FUESSV50

16,800

1D -2.33%

YTD 6.33%

FUESSVFL

15,440

1D -0.39%

YTD 13.11%

FUEVFVND

19,460

1D -0.21%

YTD 13.14%

FUEVN100

14,990

1D -1.12%

YTD 7.46%

VN30F2109

1,165

1D -0.25%

YTD 0.00%

VN30F2106

1,164

1D -0.33%

YTD 0.00%

VN30F2104

1,164

1D -0.38%

YTD 0.00%

VN30F2103

1,159

1D -0.56%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,027.94

1D 0.61%

YTD 5.77%

Shanghai

3,359.29

1D -1.82%

YTD -1.62%

Kospi

2,976.12

1D -0.67%

YTD 3.57%

Hang Seng

28,773.23

1D 0.81%

YTD 5.99%

STI (Singapore)

3,108.53

1D 1.22%

YTD 8.34%

SET (Thái Lan)

1,550.59

1D 0.44%

YTD 6.99%

Crude oil ($/barrel)

65.79

1D 0.95%

YTD 36.21%

Gold ($/ounce)

1,703.25

1D 1.26%

YTD -10.53%

- Asian stock markets largely rallied in the afternoon of March 9, but traders have difficulty adapting to growing optimism about the global recovery on fears that economic growth will boost. escalated inflation and forced policymakers to raise interest rates earlier than expected.

VIETNAM ECONOMY

Vnibor

0.29%

1D (bps) 1

YTD (bps) 16

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.35%

1D (bps) -1

YTD (bps) 13

10 year-Gov. Bond

2.19%

1D (bps) 3

YTD (bps) 16

USD/VND

23,150

1D (%) 0.00%

YTD (%) -0.12%

EUR/VND

28,144

1D (%) 0.45%

YTD (%) -3.30%

CNY/VND

3,609

1D (%) 0.19%

YTD (%) 1.01%

- The World Bank (WB) on behalf of the Green Climate Fund (GCF) has signed an agreement on a non-refundable aid of 11.3 million USD and a guarantee of 75 million USD for the energy sector with the State Bank Vietnam. Total investment needs for energy saving and efficiency of some key industries of Vietnam is estimated at about 3.6 billion USD.

SELECTED NEWS

VN30

BANK

VCB

95,000

1D -0.21%

5D -4.33%

Buy Vol. 2,637,800

Sell Vol. 1,794,900

BID

41,850

1D -1.41%

5D -4.99%

Buy Vol. 3,584,900

Sell Vol. 3,748,000

CTG

37,200

1D -1.85%

5D -2.11%

Buy Vol. 16,186,300

Sell Vol. 19,703,900

TCB

38,950

1D 0.26%

5D -3.35%

Buy Vol. 19,381,700

Sell Vol. 19,026,300

VPB

41,800

1D 1.09%

5D 2.58%

Buy Vol. 9,627,700

Sell Vol. 9,536,700

MBB

27,300

1D -1.09%

5D -2.85%

Buy Vol. 23,941,700

Sell Vol. 21,171,300

HDB

25,950

1D 0.00%

5D -2.81%

Buy Vol. 5,913,800

Sell Vol. 5,221,000

TPB

28,400

1D -0.35%

5D -4.54%

Buy Vol. 7,077,600

Sell Vol. 5,935,100

STB

18,550

1D -0.27%

5D -3.13%

Buy Vol. 28,710,000

Sell Vol. 29,562,100

- Increasing capital will "account for waves" of the bank's shareholders meeting in the coming AGM. Even banks that have successfully raised capital are still looking for capital from strategic investors such as BID, CTG, and VCB. - HDB: The highest interest rate at HDBank in March continues to be maintained at 6.95%/year for 13 month term with the deposit amount of 300 billion dong or more, interest at the end of the period.

REAL ESTATE

NVL

82,000

1D 0.74%

5D 3.40%

Buy Vol. 3,664,200

Sell Vol. 3,904,000

TCH

22,350

1D 1.36%

5D -0.67%

Buy Vol. 10,327,000

Sell Vol. 11,267,700

KDH

30,800

1D -0.96%

5D -6.10%

Buy Vol. 3,312,400

Sell Vol. 2,840,300

PDR

63,700

1D 2.25%

5D -1.24%

Buy Vol. 4,957,600

Sell Vol. 4,503,500

- PDR: NPAT increased by 40% compared to 2019 due to the company handing over to customers all land plots at the Subdivision 2 Project and some low-rise areas Project Zone 9 of Nhon Ecotourism Urban Area. Hoi, Binh Dinh

OIL & GAS

GAS

93,700

1D -1.37%

5D 2.97%

Buy Vol. 1,192,800

Sell Vol. 1,359,000

POW

13,600

1D -3.89%

5D 5.02%

Buy Vol. 39,323,100

Sell Vol. 53,626,700

PLX

56,600

1D -3.08%

5D -3.41%

Buy Vol. 5,553,100

Sell Vol. 6,601,700

- POW's 51.58% divestment at PVM was interested by shareholders when PVM holds many golden land and steady cash flow of nearly hundred billion dong of annual dividend.

VINGROUP

VIC

104,300

1D -1.60%

5D -3.60%

Buy Vol. 3,247,900

Sell Vol. 2,302,300

VHM

98,200

1D 1.03%

5D -4.47%

Buy Vol. 4,140,800

Sell Vol. 3,403,600

VRE

34,100

1D -1.02%

5D -1.73%

Buy Vol. 6,395,000

Sell Vol. 6,274,600

- VIC: Getting shareholders' opinions in writing through the overseas bond offering, listing and trading.

FOOD & BEVERAGE

VNM

100,500

1D -1.66%

5D -4.19%

Buy Vol. 7,230,600

Sell Vol. 6,398,600

MSN

86,700

1D -0.80%

5D -4.62%

Buy Vol. 3,933,000

Sell Vol. 1,816,500

SBT

22,600

1D 1.35%

5D -1.31%

Buy Vol. 6,330,200

Sell Vol. 6,836,300

- VNM: In the upcoming AGM, it is noteworthy when VNM submits to shareholders about the amendment of the charter and profit distribution in 2020.

OTHERS

BVH

134,900

1D -0.81%

5D -2.03%

Buy Vol. 650,200

Sell Vol. 649,200

VJC

134,900

1D -0.81%

5D -2.03%

Buy Vol. 650,200

Sell Vol. 649,200

FPT

75,000

1D -1.06%

5D -3.72%

Buy Vol. 3,397,700

Sell Vol. 3,507,700

MWG

128,100

1D -2.06%

5D -5.67%

Buy Vol. 2,094,800

Sell Vol. 2,215,300

PNJ

83,500

1D -0.12%

5D -0.60%

Buy Vol. 552,100

Sell Vol. 550,200

REE

55,000

1D -1.79%

5D -3.34%

Buy Vol. 2,064,600

Sell Vol. 2,252,100

SSI

33,050

1D -1.49%

5D -5.71%

Buy Vol. 18,305,100

Sell Vol. 17,576,500

HPG

45,850

1D -0.97%

5D -1.82%

Buy Vol. 27,428,300

Sell Vol. 29,430,900

- MWG: Approved the issuance of ESOP shares with the volume of more than 10.2 million shares (accounting for 2.2% of outstanding shares at the time of issuance) - HPG: PENM III Germany GmbH & Co.KG has sold all over 7 million shares. Time for execution is from February 23, 2021 to March 4, 2021