Market Brief 05/03/2021

March 5, 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%

1D (bps)

0

YTD (bps)

0

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 (bps)

0.05%

YTD (bps)

-0.19%

EUR/VND

28,188

1D (bps)

-0.18%

YTD (bps)

-3.14%

CNY/VND

3,623

1D (bps)

-0.14%

YTD (bps)

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.

EVENT CALENDAR

By Ex-right date

M
T
W
T
F
S
S
12
13
14
15
16
17
18
Fri, 04/16/21

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

Ho Chi Minh City aims to attract USD 5.4 billion of FDI

Energize the entire 7,000 billion VND solar power project in Binh Dinh by mid-2021

The bank's cheap capital source will improve in 2020

Venezuelan Oil Minister: The crude oil market shows clear signs of recovery

South Korea had three more deaths after vaccination

Iran inaugurated three billion-dollar oil and petrochemical projects amid embargo

VN30

Bank

VCB

96,400

Buy Vol.

2,698,200

Sell Vol.

2,325,700

1D chg

-0.92%

5D chg

-1.83%

BID

42,400

Buy Vol.

3,291,300

Sell Vol.

3,062,400

1D chg

-0.82%

5D chg

-2.75%

CTG

38,000

Buy Vol.

18,920,700

Sell Vol.

18,940,900

1D chg

-0.78%

5D chg

2.01%

TCB

39,200

Buy Vol.

22,978,400

Sell Vol.

21,865,800

1D chg

0.38%

5D chg

-0.13%

VPB

41,800

Buy Vol.

8,316,700

Sell Vol.

6,259,000

1D chg

0.72%

5D chg

4.50%

MBB

27,350

Buy Vol.

41,218,200

Sell Vol.

28,986,400

1D chg

0.74%

5D chg

-1.08%

HDB

25,850

Buy Vol.

8,898,500

Sell Vol.

9,203,800

1D chg

-1.34%

5D chg

2.78%

TPB

28,500

Buy Vol.

11,239,200

Sell Vol.

11,893,500

1D chg

-0.52%

5D chg

3.45%

STB

18,700

Buy Vol.

60,820,700

Sell Vol.

44,734,700

1D chg

1.91%

5D chg

1.91%

- 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

Buy Vol.

3,636,400

Sell Vol.

3,997,100

1D chg

-0.87%

5D chg

0.38%

TCH

21,950

Buy Vol.

9,933,900

Sell Vol.

8,932,400

1D chg

0.69%

5D chg

0.69%

KDH

31,450

Buy Vol.

3,047,000

Sell Vol.

3,404,900

1D chg

-1.56%

5D chg

-1.41%

PDR

62,600

Buy Vol.

4,111,600

Sell Vol.

4,033,200

1D chg

-0.32%

5D chg

-0.63%

- 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

Buy Vol.

2,590,600

Sell Vol.

2,520,000

1D chg

1.76%

5D chg

3.58%

POW

13,450

Buy Vol.

78,652,200

Sell Vol.

53,320,700

1D chg

6.75%

5D chg

6.75%

PLX

58,000

Buy Vol.

6,388,700

Sell Vol.

7,179,600

1D chg

0.35%

5D chg

-0.34%

- 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

Buy Vol.

1,698,000

Sell Vol.

2,248,400

1D chg

-0.56%

5D chg

-2.48%

VHM

98,400

Buy Vol.

4,475,100

Sell Vol.

4,396,800

1D chg

-1.60%

5D chg

-3.15%

VRE

34,550

Buy Vol.

10,218,500

Sell Vol.

9,026,300

1D chg

0.00%

5D chg

4.07%

- 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

Buy Vol.

7,227,900

Sell Vol.

6,100,300

1D chg

-0.39%

5D chg

-1.72%

MSN

89,200

Buy Vol.

2,204,900

Sell Vol.

1,873,100

1D chg

0.90%

5D chg

-1.22%

SBT

22,450

Buy Vol.

5,728,300

Sell Vol.

6,362,600

1D chg

-0.22%

5D chg

3.46%

- 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.


Other

BVH

136,800

Buy Vol.

690,600

Sell Vol.

752,100

1D chg

0.00%

5D chg

1.26%

VJC

136,800

Buy Vol.

690,600

Sell Vol.

752,100

1D chg

0.00%

5D chg

1.26%

FPT

75,900

Buy Vol.

4,891,900

Sell Vol.

3,900,500

1D chg

0.00%

5D chg

-0.39%

MWG

132,200

Buy Vol.

1,938,300

Sell Vol.

1,473,100

1D chg

-0.45%

5D chg

-2.07%

PNJ

83,800

Buy Vol.

583,800

Sell Vol.

601,100

1D chg

0.00%

5D chg

-1.30%

REE

55,400

Buy Vol.

1,302,700

Sell Vol.

1,240,300

1D chg

-0.18%

5D chg

-2.29%

SSI

33,450

Buy Vol.

27,233,200

Sell Vol.

27,895,200

1D chg

0.00%

5D chg

0.75%

HPG

46,000

Buy Vol.

42,976,500

Sell Vol.

37,899,900

1D chg

0.22%

5D chg

0.88%

- 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.


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