Market Brief 17/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,186.09

1D 0.52%

YTD 7.88%

VN30

1,193.45

1D 0.47%

YTD 12.76%

HNX

276.55

1D 0.24%

YTD 40.31%

UPCOM

81.71

1D 0.96%

YTD 10.67%

Net Foreign buy (B)

-1,065.30

1D 0.00%

YTD 0.00%

Total trading value (B)

19,707.50

1D 1.35%

YTD 14.89%

- Foreign investors' trade was not very positive as they continued to be net sellers on all 3 exchanges with a total value of nearly 1,065 billion dong. Selling force focused on quite "familiar" names like CTG (-210 billion VND), VNM (-204 billion VND), POW (-143 billion VND), HPG (-80 billion VND) ...

ETF & DERIVATIVES

E1VFVN30

20,030

1D 0.20%

YTD 6.54%

FUEMAV30

13,900

1D 0.51%

YTD 10.93%

FUESSV30

14,810

1D 0.54%

YTD 11.10%

FUESSV50

17,500

1D 0.57%

YTD 10.76%

FUESSVFL

16,010

1D 1.20%

YTD 17.29%

FUEVFVND

20,170

1D 0.85%

YTD 17.27%

FUEVN100

15,380

1D 0.33%

YTD 10.25%

VN30F2109

1,200

1D 0.98%

YTD 0.00%

VN30F2106

1,199

1D 0.69%

YTD 0.00%

VN30F2104

1,200

1D 1.05%

YTD 0.00%

VN30F2103

1,198

1D 0.98%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,914.33

1D -0.12%

YTD 9.00%

Shanghai

3,445.55

1D -0.03%

YTD 0.91%

Kospi

3,047.50

1D -0.64%

YTD 6.06%

Hang Seng

29,034.12

1D 0.02%

YTD 6.95%

STI (Singapore)

3,109.65

1D 0.13%

YTD 8.38%

SET (Thái Lan)

1,566.76

1D 0.17%

YTD 8.10%

Crude oil ($/barrel)

64.41

1D -0.48%

YTD 33.35%

Gold ($/ounce)

1,733.65

1D 0.26%

YTD -8.93%

- Asian stocks were mixed, investors were cautious before the Fed meeting. In Japan, the Nikkei 225 decreased by 0.12%. The Chinese market was mixed with the Shanghai Composite down 0.03%. Hang Seng reversed, up 0.02%. The South Korea's Kospi decreased by 0.64%.

VIETNAM ECONOMY

Vnibor

0.28%

1D (bps) -1

YTD (bps) 15

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.36%

1D (bps) -38

YTD (bps) 14

10 year-Gov. Bond

2.46%

1D (bps) 10

YTD (bps) 43

USD/VND

23,170

1D (%) 0.01%

YTD (%) -0.03%

EUR/VND

28,187

1D (%) 0.10%

YTD (%) -3.15%

CNY/VND

3,618

1D (%) 0.06%

YTD (%) 1.26%

- The total value of import and export commodities in February has plummeted to nearly $10b. Compared to the previous month, the decrease in items were: phones & accessories down 2.42b ( 39.7%); machinery, equipment, tools & other spare parts decreased by 913m (28.1%); textiles and garments decreased 840m (31.6%); footwear decreased 659m (35.5%) computers, electronic products & components down 522m (13.4%) ...

SELECTED NEWS

VN30

BANK

VCB

95,600

1D -0.10%

5D 0.10%

Buy Vol. 2,034,100

Sell Vol. 2,024,100

BID

43,300

1D 2.12%

5D 3.10%

Buy Vol. 8,650,500

Sell Vol. 5,762,900

CTG

39,550

1D 4.91%

5D 5.33%

Buy Vol. 40,164,000

Sell Vol. 34,843,300

TCB

40,300

1D 1.13%

5D 2.54%

Buy Vol. 16,957,200

Sell Vol. 18,849,200

VPB

44,600

1D 0.56%

5D 6.19%

Buy Vol. 6,167,500

Sell Vol. 6,579,600

MBB

29,000

1D 1.22%

5D 3.76%

Buy Vol. 27,311,900

Sell Vol. 27,600,600

HDB

27,500

1D 2.61%

5D 5.36%

Buy Vol. 14,303,900

Sell Vol. 18,086,700

TPB

28,700

1D 0.70%

5D 0.88%

Buy Vol. 6,440,100

Sell Vol. 8,126,000

STB

19,600

1D 3.70%

5D 4.81%

Buy Vol. 72,533,100

Sell Vol. 80,017,200

- BID: BIDV offered to sell hundreds of billion dong of debt, expected to collect 8,000 billion dong in 2021 - TPB: The father of Chief Accountant bought 20,000 TPB shares, increasing the total number of shares held to 195,000 shares. Trading time: January 29, 2021 - HDB: After converting the type of business from one member limited liability company to a joint stock company, HDBank will reduce the amount of capital contribution at HDBank AMC from 150 billion to 20 billion.

REAL ESTATE

NVL

80,500

1D -0.49%

5D -2.42%

Buy Vol. 5,907,600

Sell Vol. 5,461,500

TCH

23,850

1D 1.06%

5D 5.07%

Buy Vol. 11,010,600

Sell Vol. 14,130,300

KDH

31,500

1D 0.80%

5D -0.63%

Buy Vol. 3,226,500

Sell Vol. 3,516,500

PDR

67,200

1D 0.15%

5D 4.51%

Buy Vol. 4,232,700

Sell Vol. 3,839,700

- KDH: approved a plan to increase capital in subsidiaries, Kim Phat International Consulting and Investment and Real Estate Business Limited, to supplement capital for the purpose of increasing investment land in Thu Duc.

OIL & GAS

GAS

92,800

1D 2.77%

5D 0.87%

Buy Vol. 1,473,000

Sell Vol. 1,469,700

POW

13,950

1D 2.57%

5D 2.20%

Buy Vol. 44,638,600

Sell Vol. 51,663,500

PLX

57,800

1D 0.00%

5D 3.58%

Buy Vol. 10,335,700

Sell Vol. 7,087,300

- Gas price today (March 17) decreased 0.5% to 2.5USD/mmBTU for natural gas contract delivered in April 2021 at 11:10 (GMT).

VINGROUP

VIC

104,700

1D -0.66%

5D -1.23%

Buy Vol. 2,127,900

Sell Vol. 2,380,600

VHM

99,300

1D -0.20%

5D -0.60%

Buy Vol. 3,057,900

Sell Vol. 3,704,800

VRE

34,850

1D 0.14%

5D 2.05%

Buy Vol. 7,295,100

Sell Vol. 12,289,500

- VHM: Real Estate MGV officially distributes Grand World Phu Quoc and VinWonders Phu Quoc

FOOD & BEVERAGE

VNM

100,500

1D -0.50%

5D -0.59%

Buy Vol. 7,438,600

Sell Vol. 5,996,500

MSN

88,000

1D 0.00%

5D 1.15%

Buy Vol. 1,200,100

Sell Vol. 1,030,500

SBT

23,500

1D -0.84%

5D 3.98%

Buy Vol. 6,549,600

Sell Vol. 7,848,800

- MSN: Masan's Anco made a breakthrough in 2020 thanks to the meat and animal feed segment, according to which Anco has shifted from a loss to a profit of VND 425 billion in 2020.

OTHERS

BVH

133,500

1D -0.82%

5D -1.48%

Buy Vol. 791,600

Sell Vol. 929,900

VJC

133,500

1D -0.82%

5D -1.48%

Buy Vol. 791,600

Sell Vol. 929,900

FPT

80,800

1D -0.25%

5D 5.90%

Buy Vol. 2,573,100

Sell Vol. 4,061,800

MWG

132,800

1D -0.30%

5D 1.76%

Buy Vol. 746,500

Sell Vol. 985,000

PNJ

83,600

1D 0.12%

5D 0.97%

Buy Vol. 376,500

Sell Vol. 578,600

REE

53,900

1D 0.00%

5D -1.82%

Buy Vol. 1,229,900

Sell Vol. 1,125,100

SSI

32,600

1D -0.31%

5D -1.51%

Buy Vol. 15,945,000

Sell Vol. 14,284,600

HPG

46,300

1D 0.43%

5D 1.54%

Buy Vol. 21,765,500

Sell Vol. 27,013,000

- PNJ: Board member Le Quang Phuc sold 12,600 PNJ shares, reducing the number of ownership to 32,400 shares. Time for execution is from February 25, 2021 to March 15, 2021 - SSI: March 16, 2021 is the date of converting bonds into stocks