Market Brief 10/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,170.08

1D 0.70%

YTD 6.42%

VN30

1,172.26

1D 0.80%

YTD 10.76%

HNX

267.10

1D 0.86%

YTD 35.51%

UPCOM

80.24

1D 0.88%

YTD 8.68%

Net Foreign buy (B)

-480.27

1D 0.00%

YTD 0.00%

Total trading value (B)

21,195.60

1D 14.29%

YTD 23.57%

- On HOSE, foreign investors had the 14th net selling session, with the value dropping 58% compared to the previous session and at 474 billion dong, equivalent to the net selling volume of 12.4 million shares. In total in the past 14 sessions, foreign capital flows on this exchange were net sellers of up to 8,700 billion dong

ETF & DERIVATIVES

E1VFVN30

19,720

1D 0.36%

YTD 4.89%

FUEMAV30

14,000

1D 2.64%

YTD 11.73%

FUESSV30

14,650

1D 0.76%

YTD 9.90%

FUESSV50

16,900

1D 0.60%

YTD 6.96%

FUESSVFL

15,520

1D 0.52%

YTD 13.70%

FUEVFVND

19,490

1D 0.15%

YTD 13.31%

FUEVN100

15,080

1D 0.60%

YTD 8.10%

VN30F2109

1,185

1D 1.67%

YTD 0.00%

VN30F2106

1,183

1D 1.62%

YTD 0.00%

VN30F2104

1,183

1D 1.61%

YTD 0.00%

VN30F2103

1,179

1D 1.76%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,036.56

1D -0.02%

YTD 5.80%

Shanghai

3,357.74

1D -0.05%

YTD -1.66%

Kospi

2,958.12

1D -0.60%

YTD 2.95%

Hang Seng

28,907.52

1D 0.47%

YTD 6.48%

STI (Singapore)

3,079.72

1D -0.93%

YTD 7.34%

SET (Thái Lan)

1,573.05

1D 1.45%

YTD 8.53%

Crude oil ($/barrel)

64.21

1D -0.12%

YTD 32.94%

Gold ($/ounce)

1,708.35

1D -0.30%

YTD -10.26%

- Investors return with risky assets, mixed Asian stocks. The MSCI Asia-Pacific Index excluding Japan increased by 0.39%. In Japan, Nikkei 225 decreased by 0.02%. China was mixed with Shanghai Composite down 0.05%. Hong Kong's Hang Seng increased by 0.47%. South Korea's Kospi and Kosdaq reversed at the close, losing 0.6% and 0.7%, respectively.

VIETNAM ECONOMY

Vnibor

0.29%

YTD (bps) 16

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.20%

1D (bps) -15

YTD (bps) -2

10 year-Gov. Bond

2.28%

1D (bps) 9

YTD (bps) 25

USD/VND

23,153

1D (%) 0.01%

YTD (%) -0.11%

EUR/VND

28,145

1D (%) 0.06%

YTD (%) -3.29%

CNY/VND

3,612

1D (%) -0.03%

YTD (%) 1.09%

- In the 2021 - 2025 period, Hanoi will spend about 200,000 billion VND on public investment projects, double in the 2016-2020 period, of which transport infrastructure accounts for 60-70%.

SELECTED NEWS

VN30

BANK

VCB

95,500

1D 0.53%

5D -2.95%

Buy Vol. 2,599,400

Sell Vol. 1,690,600

BID

42,000

1D 0.36%

5D -4.11%

Buy Vol. 3,743,400

Sell Vol. 3,176,200

CTG

37,550

1D 0.94%

5D -2.72%

Buy Vol. 13,474,800

Sell Vol. 14,356,900

TCB

39,300

1D 0.90%

5D -2.60%

Buy Vol. 17,501,000

Sell Vol. 18,570,000

VPB

42,000

1D 0.48%

5D 0.96%

Buy Vol. 6,030,900

Sell Vol. 7,648,100

MBB

27,950

1D 2.38%

5D -0.18%

Buy Vol. 36,901,800

Sell Vol. 37,532,600

HDB

26,100

1D 0.58%

5D -3.15%

Buy Vol. 6,201,500

Sell Vol. 6,350,200

TPB

28,450

1D 0.18%

5D -4.37%

Buy Vol. 5,743,100

Sell Vol. 6,228,000

STB

18,700

1D 0.81%

5D -1.58%

Buy Vol. 46,139,600

Sell Vol. 42,660,200

- MBB was net bought by foreign investors for 58 billion dong in today's session. On the other side, CTG and BID were net sold at 85 billion and 47 billion dong, respectively. - TCB: Decision of the Board of Directors to change the name of Phan Dinh Phung Transaction Office to Central Park Transaction Office

REAL ESTATE

NVL

82,500

1D 0.61%

5D 1.35%

Buy Vol. 4,920,900

Sell Vol. 4,048,300

TCH

22,700

1D 1.57%

5D -0.22%

Buy Vol. 7,627,100

Sell Vol. 10,230,800

KDH

31,700

1D 2.92%

5D -3.35%

Buy Vol. 3,634,900

Sell Vol. 2,907,900

PDR

64,300

1D 0.94%

5D 0.00%

Buy Vol. 5,018,900

Sell Vol. 4,701,000

- NVL: NVL's profit after tax in 2020 will increase by 15.3% compared to the same period in 2019. Mainly due to capital transfer interest from subsidiaries and investment revaluation

OIL & GAS

GAS

92,000

1D -1.81%

5D 1.10%

Buy Vol. 1,571,900

Sell Vol. 1,508,200

POW

13,650

1D 0.37%

5D 6.23%

Buy Vol. 42,143,900

Sell Vol. 44,361,000

PLX

55,800

1D -1.41%

5D -4.62%

Buy Vol. 6,008,900

Sell Vol. 6,340,900

- Gas price today (March 10) decreased by 0.22% to $2.64/mmBTU for natural gas contract delivered in April 2021 at 9:30 (GMT).

VINGROUP

VIC

106,000

1D 1.63%

5D -0.84%

Buy Vol. 1,721,400

Sell Vol. 875,200

VHM

99,900

1D 1.73%

5D -1.58%

Buy Vol. 3,764,800

Sell Vol. 4,720,100

VRE

34,150

1D 0.15%

5D -3.80%

Buy Vol. 5,818,200

Sell Vol. 6,947,800

FOOD & BEVERAGE

VNM

101,100

1D 0.60%

5D -3.25%

Buy Vol. 7,453,200

Sell Vol. 5,245,000

MSN

87,000

1D 0.35%

5D -3.87%

Buy Vol. 2,327,300

Sell Vol. 1,274,200

SBT

22,600

1D 0.00%

5D -1.31%

Buy Vol. 5,271,200

Sell Vol. 7,893,100

- MSN: Masan JSC has not sold 1,000,000 registered shares due to not meeting price expectation. Time for transaction registration is from February 4, 2021 to March 5, 2021

OTHERS

BVH

135,500

1D 0.44%

5D -1.24%

Buy Vol. 960,600

Sell Vol. 941,200

VJC

135,500

1D 0.44%

5D -1.24%

Buy Vol. 960,600

Sell Vol. 941,200

FPT

76,300

1D 1.73%

5D -1.80%

Buy Vol. 4,327,700

Sell Vol. 4,521,500

MWG

130,500

1D 1.87%

5D -4.19%

Buy Vol. 1,330,000

Sell Vol. 1,198,700

PNJ

83,600

1D 0.12%

5D -1.18%

Buy Vol. 474,600

Sell Vol. 672,800

REE

54,900

1D -0.18%

5D -3.85%

Buy Vol. 1,538,400

Sell Vol. 1,510,400

SSI

33,100

1D 0.15%

5D -5.02%

Buy Vol. 20,211,300

Sell Vol. 22,576,800

HPG

45,600

1D -0.55%

5D -2.56%

Buy Vol. 28,444,900

Sell Vol. 31,592,000

- REE: sets revenue target at VND6,933.7b and NI is VND1,769b, up by 24.5% and 8.7% respectively compared to 2020. The BOD proposed not to pay dividend in 2020 and sell 1m treasury shares for employees at the price of VND10,000/share. - VJC: Please extend the time to hold the annual shareholder meeting in 2021.