Market Brief 05/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,168.69

1D 0.01%

YTD 6.29%

VN30

1,174.16

1D -0.01%

YTD 10.94%

HNX

259.80

1D 1.58%

YTD 31.81%

UPCOM

78.56

1D 0.77%

YTD 6.41%

Net Foreign buy (B)

-1,350.82

1D 0.00%

YTD 0.00%

Total trading value (B)

18,675.36

1D -11.65%

YTD 8.87%

- Foreign investors' trade was quite negative as they continued to net sell more than 1,350 billion VND on the whole market and was also the 11th consecutive net selling session. Foreign investors' selling force focused on Bluechips such as POW, VNM, CTG, VHM ...

ETF & DERIVATIVES

E1VFVN30

19,740

1D -1.79%

YTD 5.00%

FUEMAV30

13,780

1D -0.14%

YTD 9.98%

FUESSV30

14,540

1D -0.34%

YTD 9.08%

FUESSV50

17,300

1D 0.00%

YTD 9.49%

FUESSVFL

15,420

1D 0.92%

YTD 12.97%

FUEVFVND

19,600

1D -2.10%

YTD 13.95%

FUEVN100

15,110

1D -2.20%

YTD 8.32%

VN30F2109

1,179

1D -0.51%

YTD 0.00%

VN30F2106

0

1D -100.00%

YTD 0.00%

VN30F2104

1,174

1D -0.84%

YTD 0.00%

VN30F2103

1,169

1D -1.04%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,864.32

1D 1.65%

YTD 5.17%

Shanghai

3,501.99

1D -0.04%

YTD 2.56%

Kospi

3,026.26

1D -0.57%

YTD 5.32%

Hang Seng

29,098.29

1D 1.84%

YTD 7.19%

STI (Singapore)

3,013.85

1D -0.03%

YTD 5.04%

SET (Thái Lan)

1,544.11

1D 0.65%

YTD 6.54%

Crude oil ($/barrel)

65.12

1D 1.67%

YTD 34.82%

Gold ($/ounce)

1,691.30

1D 0.13%

YTD -11.15%

- Asian stocks were mixed as the Nikkei and Hang Seng Index rebounded, while Shanghai and Kospi fell slightly. Closing the session on March 5, Hong Kong's Hang Seng Index rose 1.84% and Japan's Nikkei increased by 1.65%, while Shanghai and Kospi decreased by 0.04% and 0.57%, respectively.

VIETNAM ECONOMY

Vnibor

0.29%

1D (bps) -2

YTD (bps) 16

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.21%

1D (bps) -9

YTD (bps) -1

10 year-Gov. Bond

2.33%

1D (bps) 21

YTD (bps) 30

USD/VND

23,135

1D (%) 0.05%

YTD (%) -0.19%

EUR/VND

28,188

1D (%) -0.18%

YTD (%) -3.14%

CNY/VND

3,623

1D (%) -0.14%

YTD (%) 1.40%

- The total state budget revenue in Hanoi City, implemented by the end of February 2021, was VND50,839b, reaching 20.2% of the estimate, as much as 95.6% over the same period. Local budget spending by the end of February 2021 was VND8,615b, reaching 7.9% of the year's estimate, as much as 97.0% over the same period. The IIP in February decreased 23.2% compared with January and decreased 11.4% over the same period.

SELECTED NEWS

VN30

BANK

VCB

96,400

1D -0.92%

5D -1.83%

Buy Vol. 2,698,200

Sell Vol. 2,325,700

BID

42,400

1D -0.82%

5D -2.75%

Buy Vol. 3,291,300

Sell Vol. 3,062,400

CTG

38,000

1D -0.78%

5D 2.01%

Buy Vol. 18,920,700

Sell Vol. 18,940,900

TCB

39,200

1D 0.38%

5D -0.13%

Buy Vol. 22,978,400

Sell Vol. 21,865,800

VPB

41,800

1D 0.72%

5D 4.50%

Buy Vol. 8,316,700

Sell Vol. 6,259,000

MBB

27,350

1D 0.74%

5D -1.08%

Buy Vol. 41,218,200

Sell Vol. 28,986,400

HDB

25,850

1D -1.34%

5D 2.78%

Buy Vol. 8,898,500

Sell Vol. 9,203,800

TPB

28,500

1D -0.52%

5D 3.45%

Buy Vol. 11,239,200

Sell Vol. 11,893,500

STB

18,700

1D 1.91%

5D 1.91%

Buy Vol. 60,820,700

Sell Vol. 44,734,700

- The promotion of the retail segment through the payment technology platform to attract demand deposits (CASA) has helped a number of banks record their profits. Typically, Techcombank (TCB) has surpassed BIDV (BID) to take the third place leading the banking industry's profit in 2020 with pre-tax profit of up to VND 15,800 billion, up 23% compared to 2019.

REAL ESTATE

NVL

79,900

1D -0.87%

5D 0.38%

Buy Vol. 3,636,400

Sell Vol. 3,997,100

TCH

21,950

1D 0.69%

5D 0.69%

Buy Vol. 9,933,900

Sell Vol. 8,932,400

KDH

31,450

1D -1.56%

5D -1.41%

Buy Vol. 3,047,000

Sell Vol. 3,404,900

PDR

62,600

1D -0.32%

5D -0.63%

Buy Vol. 4,111,600

Sell Vol. 4,033,200

- KDH: Appoints Mr. Vuong Van Minh as General Director to replace Mr. Le Quang Minh. Mr. Vuong Van Minh was born in 1985. Before that, Mr. Minh was also Assistant to the Board of Directors

OIL & GAS

GAS

92,500

1D 1.76%

5D 3.58%

Buy Vol. 2,590,600

Sell Vol. 2,520,000

POW

13,450

1D 6.75%

5D 6.75%

Buy Vol. 78,652,200

Sell Vol. 53,320,700

PLX

58,000

1D 0.35%

5D -0.34%

Buy Vol. 6,388,700

Sell Vol. 7,179,600

- POW: On March 5, 2021, POW shares reached a record volume of 44.4 million shares (1.89% of charter capital). Notably, all are matching orders.

VINGROUP

VIC

106,300

1D -0.56%

5D -2.48%

Buy Vol. 1,698,000

Sell Vol. 2,248,400

VHM

98,400

1D -1.60%

5D -3.15%

Buy Vol. 4,475,100

Sell Vol. 4,396,800

VRE

34,550

1D 0.00%

5D 4.07%

Buy Vol. 10,218,500

Sell Vol. 9,026,300

- VRE: Sado received the transfer of VRE worth nearly 6,600 billion VND. Sado Company was established by Vingroup, Vingroup holds 98% of the charter capital.

FOOD & BEVERAGE

VNM

103,000

1D -0.39%

5D -1.72%

Buy Vol. 7,227,900

Sell Vol. 6,100,300

MSN

89,200

1D 0.90%

5D -1.22%

Buy Vol. 2,204,900

Sell Vol. 1,873,100

SBT

22,450

1D -0.22%

5D 3.46%

Buy Vol. 5,728,300

Sell Vol. 6,362,600

- VNM: From 2/2 to 3/3, F&N Dairy Investments Pte. Ltd did not buy any of the 20.9 million shares registered due to inappropriate market conditions.

OTHERS

BVH

136,800

1D 0.00%

5D 1.26%

Buy Vol. 690,600

Sell Vol. 752,100

VJC

136,800

1D 0.00%

5D 1.26%

Buy Vol. 690,600

Sell Vol. 752,100

FPT

75,900

1D 0.00%

5D -0.39%

Buy Vol. 4,891,900

Sell Vol. 3,900,500

MWG

132,200

1D -0.45%

5D -2.07%

Buy Vol. 1,938,300

Sell Vol. 1,473,100

PNJ

83,800

1D 0.00%

5D -1.30%

Buy Vol. 583,800

Sell Vol. 601,100

REE

55,400

1D -0.18%

5D -2.29%

Buy Vol. 1,302,700

Sell Vol. 1,240,300

SSI

33,450

1D 0.00%

5D 0.75%

Buy Vol. 27,233,200

Sell Vol. 27,895,200

HPG

46,000

1D 0.22%

5D 0.88%

Buy Vol. 42,976,500

Sell Vol. 37,899,900

- HPG: Hoa Phat was approved to expand Pho Noi A IP by 92.5 hectares, researched to buy mine in Australia - SSI: Nguyen Duy Hung registered to transfer nearly 6.92 million SSI shares and more than 4 million PAN shares to NDH Investment Company Limited - a company owned by Mr. Nguyen Duy Hung and also the President of the Company.