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
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SELECTED NEWS
The Prime Minister agreed to add a number of reasons for debt settlement at the Social Policy Bank
Adding Dong Soc, Vinh Phuc industrial park to the plan
The law does not protect people participating in Forex exchanges
Fed: US businesses are increasingly optimistic about the prospects in the short term
The group of US congressmen wants to ban dozens of Chinese businesses from entering the capital market
Cambodia's rice export turnover decreased by more than 44%
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
