Market Brief 03/03/2021

March 3, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,186.95

1D

0.03%

YTD

7.95%

VN30

1,195.60

1D

0.07%

YTD

12.96%

HNX

254.10

1D

2.48%

YTD

28.92%

UPCOM

78.10

1D

0.83%

YTD

5.78%

Net Foreign buy (B)

-478.41

1D

0.00%

YTD

0.00%

Total trading value (B)

18,026.37

1D

-2.56%

YTD

5.09%

- Foreign investors' trade continued negatively when they net sold on all 3 exchanges with a total value of nearly 478 billion dong. Foreign investors' selling force focused on Bluechips such as CTG, VNM, VIC, VHM …

ETF & DERIVATIVES

E1VFVN30

20,060

1D

0.15%

YTD

6.70%

FUEMAV30

13,980

1D

-0.21%

YTD

11.57%

FUESSV30

14,900

1D

-0.13%

YTD

11.78%

FUESSV50

17,400

1D

-0.57%

YTD

10.13%

FUESSVFL

15,770

1D

-0.19%

YTD

15.53%

FUEVFVND

20,020

1D

0.15%

YTD

16.40%

FUEVN100

15,540

1D

0.91%

YTD

11.40%

VN30F2109

1,203

1D

0.33%

YTD

0.00%

VN30F2106

1,203

1D

0.48%

YTD

0.00%

VN30F2104

1,203

1D

0.47%

YTD

0.00%

VN30F2103

1,200

1D

0.46%

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 regained momentum 3/3 session when information about many vaccines about to be released on the market, the economic stimulus package "crisis" of President Joe Biden is expected to be approved by the National Assembly. At the end of this session, in Japan, the Nikkei 225 increased by 0.5% to 29,559.10 points. In the same momentum, in China, Shanghai's Shanghai Composite Index increased 2% to 3,576.90 points, while the Hang Seng index in Hong Kong rose 2.7% to 29,880.42 points.

VIETNAM ECONOMY

Vnibor

0.10%

1D (bps)

0

YTD (bps)

-133

Deposit interest 12M

5.80%

1D (bps)

0

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 (bps)

0.00%

YTD (bps)

0.11%

EUR/VND

28,298

1D (bps)

-0.09%

YTD (bps)

6.38%

CNY/VND

3,557

1D (bps)

0.06%

YTD (bps)

4.74%

- Banks boosted borrowing from each other in the past week ... For USD transactions, the tenors with the largest sales were also overnight and 1 week with 65% and 19% respectively . This level is much lower than 1.32%/year, 1.32%/year and 1.25%/year respectively in the previous week. For USD transactions, the average interbank interest rate in the week decreased slightly for all terms.

EVENT CALENDAR

By Ex-right date

M
T
W
T
F
S
S
10
11
12
13
14
15
16
Thu, 05/13/21

No event for this day

No event for this day

No event for this day

No event for this day

No event for this day

No event for this day

No event for this day

SELECTED NEWS

VN30

Bank

VCB

98,400

Buy Vol.

1,698,800

Sell Vol.

2,080,100

1D chg

-0.91%

5D chg

0.31%

BID

43,800

Buy Vol.

2,736,700

Sell Vol.

3,437,000

1D chg

-0.57%

5D chg

1.74%

CTG

38,600

Buy Vol.

24,095,100

Sell Vol.

23,218,600

1D chg

1.58%

5D chg

2.93%

TCB

40,350

Buy Vol.

13,987,000

Sell Vol.

17,842,200

1D chg

0.12%

5D chg

3.20%

VPB

41,600

Buy Vol.

10,925,100

Sell Vol.

10,403,100

1D chg

2.09%

5D chg

4.79%

MBB

28,000

Buy Vol.

27,750,800

Sell Vol.

31,054,400

1D chg

-0.36%

5D chg

3.70%

HDB

26,950

Buy Vol.

10,199,000

Sell Vol.

16,300,200

1D chg

0.94%

5D chg

5.89%

TPB

29,750

Buy Vol.

9,704,700

Sell Vol.

12,607,100

1D chg

0.00%

5D chg

8.58%

STB

19,000

Buy Vol.

28,633,500

Sell Vol.

39,596,600

1D chg

-0.78%

5D chg

3.54%

- TCB: announced the stock trading results of Mr. Nguyen Van Trung, husband of Mrs. Thai Ha Linh, Chief Accountant. Accordingly, Mr. Trung has successfully sold 267,500 TCB shares out of a total of more than 676,000 registered shares. Transactions are conducted from February 5 to February 28. - HDB: The Board of Directors of PGBank will submit to the 2021 Annual General Meeting of Shareholders for consideration and approval of the suspension of the merger of PGBank into HDBank in the near future.


Real Estate

NVL

81,400

Buy Vol.

3,562,300

Sell Vol.

3,087,800

1D chg

2.65%

5D chg

1.24%

TCH

22,750

Buy Vol.

8,527,900

Sell Vol.

8,700,200

1D chg

1.11%

5D chg

2.25%

KDH

32,800

Buy Vol.

2,473,100

Sell Vol.

2,772,200

1D chg

0.00%

5D chg

-0.30%

PDR

64,300

Buy Vol.

4,208,900

Sell Vol.

3,861,900

1D chg

-0.31%

5D chg

1.90%

- NVL: Ms. Nguyen Thi Xuan Dung was appointed as Acting CFO of Novaland from March 1. Ms. Dung has more than 20 years of experience in investment and fund management in Vietnam


Oil & Gas

GAS

91,000

Buy Vol.

1,203,900

Sell Vol.

1,297,200

1D chg

0.00%

5D chg

3.29%

POW

12,850

Buy Vol.

16,648,300

Sell Vol.

19,307,700

1D chg

-0.77%

5D chg

1.58%

PLX

58,500

Buy Vol.

5,430,000

Sell Vol.

5,694,700

1D chg

-0.17%

5D chg

2.09%

- Gas price today (3/3) increased 0.1% to 2.85 USD/mmBTU for natural gas contract delivered in March 2021 at 9:30 (GMT).


Vingroup

VIC

106,900

Buy Vol.

1,852,700

Sell Vol.

2,038,900

1D chg

-1.20%

5D chg

-1.20%

VHM

101,500

Buy Vol.

3,256,700

Sell Vol.

4,068,400

1D chg

-1.26%

5D chg

-1.26%

VRE

35,500

Buy Vol.

12,228,600

Sell Vol.

11,632,400

1D chg

2.31%

5D chg

5.34%

- VIC: By cooperating with ProLogium Technology Company (Taiwan), VinFast will manufacture solid-state batteries in Vietnam.


Food & Beverage

VNM

104,500

Buy Vol.

5,098,500

Sell Vol.

4,060,900

1D chg

-0.38%

5D chg

-1.23%

MSN

90,500

Buy Vol.

1,317,100

Sell Vol.

1,417,200

1D chg

-0.44%

5D chg

-0.55%

SBT

22,900

Buy Vol.

4,819,000

Sell Vol.

6,281,700

1D chg

0.00%

5D chg

2.46%

- VNM: F&N Dairy Investments PTE.LTD has not bought any of the nearly 21 million shares registered for trading from February 2 to March 3, 2021.


Other

BVH

137,200

Buy Vol.

1,012,100

Sell Vol.

949,400

1D chg

-0.36%

5D chg

4.02%

VJC

137,200

Buy Vol.

1,012,100

Sell Vol.

949,400

1D chg

-0.36%

5D chg

4.02%

FPT

77,700

Buy Vol.

2,644,200

Sell Vol.

3,426,700

1D chg

-0.26%

5D chg

3.05%

MWG

136,200

Buy Vol.

1,037,500

Sell Vol.

1,614,100

1D chg

0.29%

5D chg

1.79%

PNJ

84,600

Buy Vol.

969,100

Sell Vol.

1,476,800

1D chg

0.71%

5D chg

2.17%

REE

57,100

Buy Vol.

1,801,300

Sell Vol.

1,879,300

1D chg

0.35%

5D chg

0.18%

SSI

34,850

Buy Vol.

16,480,300

Sell Vol.

20,466,800

1D chg

-0.57%

5D chg

4.19%

HPG

46,800

Buy Vol.

43,738,700

Sell Vol.

40,356,300

1D chg

0.21%

5D chg

7.34%

- FPT: FPT Retail closed 60 branches and changed to the business point model - HPG: In 2021, Hoa Phat plans to import coal, iron ore and cattle from Australia with a total value of about 1.44 billion USD, twice as much as in 2020.


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