Market Brief 04/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,168.52

1D -1.55%

YTD 6.28%

VN30

1,174.29

1D -1.78%

YTD 10.95%

HNX

255.77

1D 0.66%

YTD 29.77%

UPCOM

77.96

1D -0.18%

YTD 5.59%

Net Foreign buy (B)

-248.04

1D 0.00%

YTD 0.00%

Total trading value (B)

21,138.41

1D 17.26%

YTD 23.23%

- Foreigners were net sellers for the 10th consecutive session with the value of VND 248 billion in the whole market, the selling focused on Bluechips such as VNM, VIC, VCB, POW, MSN …

ETF & DERIVATIVES

E1VFVN30

20,100

1D 0.20%

YTD 6.91%

FUEMAV30

13,800

1D -1.29%

YTD 10.14%

FUESSV30

14,590

1D -2.08%

YTD 9.45%

FUESSV50

17,300

1D -0.57%

YTD 9.49%

FUESSVFL

15,280

1D -3.11%

YTD 11.94%

FUEVFVND

20,020

1D 0.00%

YTD 16.40%

FUEVN100

15,450

1D -0.58%

YTD 10.75%

VN30F2109

1,185

1D -1.50%

YTD 0.00%

VN30F2106

1,185

1D -1.48%

YTD 0.00%

VN30F2104

1,184

1D -1.58%

YTD 0.00%

VN30F2103

1,181

1D -1.52%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,930.11

1D -0.66%

YTD 5.41%

Shanghai

3,503.49

1D -2.05%

YTD 2.61%

Kospi

3,043.49

1D -1.28%

YTD 5.92%

Hang Seng

29,236.79

1D -2.15%

YTD 7.70%

STI (Singapore)

3,014.78

1D 0.48%

YTD 5.07%

SET (Thái Lan)

1,534.11

1D -0.60%

YTD 5.85%

Crude oil ($/barrel)

60.68

1D -0.80%

YTD 25.63%

Gold ($/ounce)

1,709.60

1D -0.18%

YTD -10.19%

- Stocks in Japan, China, Hong Kong, South Korea and Australia all fell sharply, while US stock futures also fell slightly. Hong Kong's Hang Seng Index fell 2.15%, while China's Shanghai Composite fell 2.05% and South Korea's Kospi fell 1.28%.

VIETNAM ECONOMY

Vnibor

0.31%

1D (bps) -4

YTD (bps) 18

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.30%

1D (bps) -1

YTD (bps) 8

10 year-Gov. Bond

2.12%

1D (bps) 2

YTD (bps) 9

USD/VND

23,124

1D (%) 0.03%

YTD (%) -0.23%

EUR/VND

28,412

1D (%) -0.13%

YTD (%) -2.37%

CNY/VND

3,629

1D (%) 0.00%

YTD (%) 1.57%

- According to the Ministry of Industry and Trade, import turnover in the two months reached 41.76 billion USD, up 26.6%. In particular, computers, electronic products and components continued to be the item with the highest import turnover, reaching 10.86 billion USD, up nearly 24% over the same period in 2020.

SELECTED NEWS

VN30

BANK

VCB

97,300

1D -1.12%

5D -0.92%

Buy Vol. 1,630,000

Sell Vol. 2,219,600

BID

42,750

1D -2.40%

5D -0.47%

Buy Vol. 3,500,600

Sell Vol. 4,707,700

CTG

38,300

1D -0.78%

5D 2.68%

Buy Vol. 15,226,800

Sell Vol. 21,565,600

TCB

39,050

1D -3.22%

5D -0.13%

Buy Vol. 24,852,600

Sell Vol. 29,663,000

VPB

41,500

1D -0.24%

5D 4.80%

Buy Vol. 11,924,500

Sell Vol. 12,762,600

MBB

27,150

1D -3.04%

5D -0.55%

Buy Vol. 32,119,700

Sell Vol. 44,560,600

HDB

26,200

1D -2.78%

5D 2.75%

Buy Vol. 6,677,600

Sell Vol. 10,923,000

TPB

28,650

1D -3.70%

5D 4.75%

Buy Vol. 5,444,800

Sell Vol. 9,001,800

STB

18,350

1D -3.42%

5D -0.81%

Buy Vol. 35,070,500

Sell Vol. 47,616,600

- HDB: At the 2021 Annual General Meeting of Shareholders, the Board of Directors of PG Bank will submit to shareholders for consideration and approval of the suspension of the merger with HDBank. - MBB: Trade Union Army Bank has transferred 54,111 shares, bringing the total number of shares to 9,329,372 shares.

REAL ESTATE

NVL

80,600

1D -0.98%

5D 0.75%

Buy Vol. 2,408,500

Sell Vol. 2,624,700

TCH

21,800

1D -4.18%

5D -1.13%

Buy Vol. 7,940,900

Sell Vol. 11,524,200

KDH

31,950

1D -2.59%

5D -1.39%

Buy Vol. 1,511,600

Sell Vol. 2,290,000

PDR

62,800

1D -2.33%

5D 0.96%

Buy Vol. 2,267,500

Sell Vol. 2,647,800

- According to the HCMC Department of Construction, compared to the housing supply in 2019, the housing supply in 2020 brought to the market compared to 2019 decreased 34% in the total number of projects.

OIL & GAS

GAS

90,900

1D -0.11%

5D 1.91%

Buy Vol. 1,689,500

Sell Vol. 2,481,600

POW

12,600

1D -1.95%

5D -0.79%

Buy Vol. 16,540,300

Sell Vol. 23,319,200

PLX

57,800

1D -1.20%

5D -1.03%

Buy Vol. 5,911,500

Sell Vol. 7,140,000

- POW: PV Power approved the plan to sell all 51.58% of PV Machino's capital. Expected selling volume is total of more than 19.9 million PVM shares

VINGROUP

VIC

106,900

1D 0.00%

5D -1.84%

Buy Vol. 2,306,700

Sell Vol. 2,466,500

VHM

100,000

1D -1.48%

5D -2.72%

Buy Vol. 4,197,900

Sell Vol. 4,824,100

VRE

34,550

1D -2.68%

5D 2.37%

Buy Vol. 6,082,100

Sell Vol. 9,796,000

- VHM continues to be the largest investment with a 10.24% share of the Pyn Elite Fund, 9.82% higher than in January.

FOOD & BEVERAGE

VNM

103,400

1D -1.05%

5D -1.15%

Buy Vol. 4,180,000

Sell Vol. 5,153,200

MSN

88,400

1D -2.32%

5D -1.34%

Buy Vol. 2,281,900

Sell Vol. 2,663,700

SBT

22,500

1D -1.75%

5D 2.51%

Buy Vol. 5,309,200

Sell Vol. 8,564,800

- VNM: Merging GTNfoods into Vilico could help Vinamilk get closer to Moc Chau Milk and keep a livestock company like Vilico.

OTHERS

BVH

136,800

1D -0.29%

5D 1.33%

Buy Vol. 576,700

Sell Vol. 518,200

VJC

136,800

1D -0.29%

5D 1.33%

Buy Vol. 576,700

Sell Vol. 518,200

FPT

75,900

1D -2.32%

5D -0.39%

Buy Vol. 4,328,100

Sell Vol. 5,217,000

MWG

132,800

1D -2.50%

5D -2.14%

Buy Vol. 1,259,000

Sell Vol. 1,961,400

PNJ

83,800

1D -0.95%

5D -0.24%

Buy Vol. 647,700

Sell Vol. 1,176,400

REE

55,500

1D -2.80%

5D -1.60%

Buy Vol. 1,281,700

Sell Vol. 1,930,800

SSI

33,450

1D -4.02%

5D 0.00%

Buy Vol. 23,566,700

Sell Vol. 31,707,300

HPG

45,900

1D -1.92%

5D 3.96%

Buy Vol. 41,606,300

Sell Vol. 48,622,400

- PNJ: pays dividend in cash in the second installment of 2020 at the rate of 8%, payment time is on 04/14/2021