Market Brief 04/03/2021

March 4, 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%

1D (bps)

0

YTD (bps)

0

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 (bps)

0.03%

YTD (bps)

-0.23%

EUR/VND

28,412

1D (bps)

-0.13%

YTD (bps)

-2.37%

CNY/VND

3,629

1D (bps)

0.00%

YTD (bps)

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.

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

97,300

Buy Vol.

1,630,000

Sell Vol.

2,219,600

1D chg

-1.12%

5D chg

-0.92%

BID

42,750

Buy Vol.

3,500,600

Sell Vol.

4,707,700

1D chg

-2.40%

5D chg

-0.47%

CTG

38,300

Buy Vol.

15,226,800

Sell Vol.

21,565,600

1D chg

-0.78%

5D chg

2.68%

TCB

39,050

Buy Vol.

24,852,600

Sell Vol.

29,663,000

1D chg

-3.22%

5D chg

-0.13%

VPB

41,500

Buy Vol.

11,924,500

Sell Vol.

12,762,600

1D chg

-0.24%

5D chg

4.80%

MBB

27,150

Buy Vol.

32,119,700

Sell Vol.

44,560,600

1D chg

-3.04%

5D chg

-0.55%

HDB

26,200

Buy Vol.

6,677,600

Sell Vol.

10,923,000

1D chg

-2.78%

5D chg

2.75%

TPB

28,650

Buy Vol.

5,444,800

Sell Vol.

9,001,800

1D chg

-3.70%

5D chg

4.75%

STB

18,350

Buy Vol.

35,070,500

Sell Vol.

47,616,600

1D chg

-3.42%

5D chg

-0.81%

- 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

Buy Vol.

2,408,500

Sell Vol.

2,624,700

1D chg

-0.98%

5D chg

0.75%

TCH

21,800

Buy Vol.

7,940,900

Sell Vol.

11,524,200

1D chg

-4.18%

5D chg

-1.13%

KDH

31,950

Buy Vol.

1,511,600

Sell Vol.

2,290,000

1D chg

-2.59%

5D chg

-1.39%

PDR

62,800

Buy Vol.

2,267,500

Sell Vol.

2,647,800

1D chg

-2.33%

5D chg

0.96%

- 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

Buy Vol.

1,689,500

Sell Vol.

2,481,600

1D chg

-0.11%

5D chg

1.91%

POW

12,600

Buy Vol.

16,540,300

Sell Vol.

23,319,200

1D chg

-1.95%

5D chg

-0.79%

PLX

57,800

Buy Vol.

5,911,500

Sell Vol.

7,140,000

1D chg

-1.20%

5D chg

-1.03%

- 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

Buy Vol.

2,306,700

Sell Vol.

2,466,500

1D chg

0.00%

5D chg

-1.84%

VHM

100,000

Buy Vol.

4,197,900

Sell Vol.

4,824,100

1D chg

-1.48%

5D chg

-2.72%

VRE

34,550

Buy Vol.

6,082,100

Sell Vol.

9,796,000

1D chg

-2.68%

5D chg

2.37%

- 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

Buy Vol.

4,180,000

Sell Vol.

5,153,200

1D chg

-1.05%

5D chg

-1.15%

MSN

88,400

Buy Vol.

2,281,900

Sell Vol.

2,663,700

1D chg

-2.32%

5D chg

-1.34%

SBT

22,500

Buy Vol.

5,309,200

Sell Vol.

8,564,800

1D chg

-1.75%

5D chg

2.51%

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


Other

BVH

136,800

Buy Vol.

576,700

Sell Vol.

518,200

1D chg

-0.29%

5D chg

1.33%

VJC

136,800

Buy Vol.

576,700

Sell Vol.

518,200

1D chg

-0.29%

5D chg

1.33%

FPT

75,900

Buy Vol.

4,328,100

Sell Vol.

5,217,000

1D chg

-2.32%

5D chg

-0.39%

MWG

132,800

Buy Vol.

1,259,000

Sell Vol.

1,961,400

1D chg

-2.50%

5D chg

-2.14%

PNJ

83,800

Buy Vol.

647,700

Sell Vol.

1,176,400

1D chg

-0.95%

5D chg

-0.24%

REE

55,500

Buy Vol.

1,281,700

Sell Vol.

1,930,800

1D chg

-2.80%

5D chg

-1.60%

SSI

33,450

Buy Vol.

23,566,700

Sell Vol.

31,707,300

1D chg

-4.02%

5D chg

0.00%

HPG

45,900

Buy Vol.

41,606,300

Sell Vol.

48,622,400

1D chg

-1.92%

5D chg

3.96%

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


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