Market Brief 08/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,168.27

1D -0.04%

YTD 6.26%

VN30

1,170.00

1D -0.35%

YTD 10.55%

HNX

263.42

1D 1.39%

YTD 33.65%

UPCOM

79.42

1D 1.09%

YTD 7.57%

Net Foreign buy (B)

-1,258.72

1D 0.00%

YTD 0.00%

Total trading value (B)

18,762.03

1D 0.46%

YTD 9.38%

- Foreign investors' trade was quite negative when they net sold on all 3 exchanges with a total value of nearly 1,259 billion dong, the selling focused on stocks like POW (-212.8 billion dong), VNM (-203.9 billion dong). VND), HPG (-171.5 billion VND), VIC (-100 billion VND)…

ETF & DERIVATIVES

E1VFVN30

19,660

1D -0.41%

YTD 4.57%

FUEMAV30

13,740

1D -0.29%

YTD 9.66%

FUESSV30

14,640

1D 0.69%

YTD 9.83%

FUESSV50

17,200

1D -0.58%

YTD 8.86%

FUESSVFL

15,500

1D 0.52%

YTD 13.55%

FUEVFVND

19,500

1D -0.51%

YTD 13.37%

FUEVN100

15,160

1D 0.33%

YTD 8.67%

VN30F2109

1,168

1D -0.92%

YTD 0.00%

VN30F2106

1,168

1D -0.47%

YTD 0.00%

VN30F2104

1,169

1D -0.48%

YTD 0.00%

VN30F2103

1,165

1D -0.34%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,743.25

1D -1.24%

YTD 4.73%

Shanghai

3,421.41

1D -2.30%

YTD 0.20%

Kospi

2,996.11

1D -1.00%

YTD 4.27%

Hang Seng

28,540.83

1D -2.64%

YTD 5.13%

STI (Singapore)

3,071.16

1D 1.90%

YTD 7.04%

SET (Thái Lan)

1,543.76

1D -0.02%

YTD 6.51%

Crude oil ($/barrel)

66.16

1D -1.81%

YTD 36.98%

Gold ($/ounce)

1,689.40

1D -0.98%

YTD -11.25%

- Asian stock markets all declined after a mixed session at the end of last week. The Nikkei 225 decreased by 1.24% to 28,743.25 points. Meanwhile, the Hang Seng Index decreased 2.64%, to 28,540.83 points and the Shanghai Composite Index decreased 2.3%, to 3,538.37 points.

VIETNAM ECONOMY

Vnibor

0.28%

1D (bps) -1

YTD (bps) 15

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.36%

1D (bps) 15

YTD (bps) 14

10 year-Gov. Bond

2.16%

1D (bps) -17

YTD (bps) 13

USD/VND

23,150

1D (%) 0.07%

YTD (%) -0.12%

EUR/VND

28,073

1D (%) -0.38%

YTD (%) -3.54%

CNY/VND

3,600

1D (%) -0.41%

YTD (%) 0.76%

- With 61.7 points, Vietnam entered the group of economies with "Average Free Index" for the first time, becoming the 90th out of 178 economies in the 2021 ranking. Vietnam ranks 17th out of 40 economies in the Asia-Pacific region and its overall score is higher than the regional and world averages.

SELECTED NEWS

VN30

BANK

VCB

95,200

1D -1.24%

5D -4.03%

Buy Vol. 2,495,800

Sell Vol. 2,520,400

BID

42,450

1D 0.12%

5D -3.74%

Buy Vol. 2,717,300

Sell Vol. 3,069,600

CTG

37,900

1D -0.26%

5D -0.52%

Buy Vol. 13,542,100

Sell Vol. 15,816,700

TCB

38,850

1D -0.89%

5D -3.36%

Buy Vol. 17,162,600

Sell Vol. 21,914,800

VPB

41,350

1D -1.08%

5D 1.35%

Buy Vol. 5,377,700

Sell Vol. 6,884,800

MBB

27,600

1D 0.91%

5D -2.65%

Buy Vol. 23,121,600

Sell Vol. 26,367,800

HDB

25,950

1D 0.39%

5D 0.58%

Buy Vol. 6,816,700

Sell Vol. 5,974,800

TPB

28,500

1D 0.00%

5D 1.79%

Buy Vol. 7,424,800

Sell Vol. 8,816,500

STB

18,600

1D -0.53%

5D -2.62%

Buy Vol. 30,711,900

Sell Vol. 37,835,400

- MBB: Accumulated from the beginning of the year, MB successfully issued nearly 9,200 billion dong of registered deposit certificates to institutional customers. Deposit rates through this channel are much lower than savings deposits of the same period. Certificates have par value from 5 billion to 10 billion with term of 1 - 36 months. The issuing interest rate ranges from 2.4% to 4.35%/year, much lower than the same term deposit rate schedule that MB is applying (from 3.3% to 6, 4 years)

REAL ESTATE

NVL

81,400

1D 1.88%

5D 2.13%

Buy Vol. 4,837,600

Sell Vol. 5,696,300

TCH

22,050

1D 0.46%

5D -2.43%

Buy Vol. 6,642,800

Sell Vol. 7,454,600

KDH

31,100

1D -1.11%

5D -4.31%

Buy Vol. 3,528,600

Sell Vol. 3,470,900

PDR

62,300

1D -0.48%

5D -3.11%

Buy Vol. 3,938,800

Sell Vol. 4,305,500

- NVL: Chairman Bui Thanh Nhon's son has successfully bought more than 3.3 million shares, bringing the total number of shares owned to more than 45.7 million shares, equivalent to 4.3%.

OIL & GAS

GAS

95,000

1D 2.70%

5D 3.37%

Buy Vol. 2,717,400

Sell Vol. 2,608,700

POW

14,150

1D 5.20%

5D 8.43%

Buy Vol. 53,328,400

Sell Vol. 59,150,300

PLX

58,400

1D 0.69%

5D -1.02%

Buy Vol. 5,706,700

Sell Vol. 5,451,100

- Gas price today (March 8) increased by 0.25% to $2.7/mmBTU for natural gas contract delivered in March 2021 at 11:00 (GMT).

VINGROUP

VIC

106,000

1D -0.28%

5D -2.30%

Buy Vol. 2,184,900

Sell Vol. 2,227,600

VHM

97,200

1D -1.22%

5D -5.63%

Buy Vol. 3,988,100

Sell Vol. 5,082,000

VRE

34,450

1D -0.29%

5D 0.58%

Buy Vol. 6,668,000

Sell Vol. 9,721,200

- By the end of 2020, VHM recorded 5,549 billion dong of treasury shares, equivalent to 60 million units, VRE had 1,954 billion dong of treasury shares (56.5 million units).

FOOD & BEVERAGE

VNM

102,200

1D -0.78%

5D -3.22%

Buy Vol. 5,018,300

Sell Vol. 5,443,300

MSN

87,400

1D -2.02%

5D -4.27%

Buy Vol. 2,482,500

Sell Vol. 2,640,200

SBT

22,300

1D -0.67%

5D -2.62%

Buy Vol. 4,954,500

Sell Vol. 7,621,300

- VNM: Among the top stocks that were net sold by foreign investors today with a value of VND 204 billion.

OTHERS

BVH

136,000

1D -0.58%

5D -0.15%

Buy Vol. 625,000

Sell Vol. 716,600

VJC

136,000

1D -0.58%

5D -0.15%

Buy Vol. 625,000

Sell Vol. 716,600

FPT

75,800

1D -0.13%

5D -2.70%

Buy Vol. 2,539,100

Sell Vol. 2,688,600

MWG

130,800

1D -1.06%

5D -2.97%

Buy Vol. 1,195,400

Sell Vol. 1,357,600

PNJ

83,600

1D -0.24%

5D -1.30%

Buy Vol. 545,500

Sell Vol. 782,200

REE

56,000

1D 1.08%

5D -1.58%

Buy Vol. 979,300

Sell Vol. 1,181,200

SSI

33,550

1D 0.30%

5D -4.14%

Buy Vol. 17,270,600

Sell Vol. 20,681,200

HPG

46,300

1D 0.65%

5D 0.22%

Buy Vol. 34,196,400

Sell Vol. 35,281,900

- VJC: The Board of Directors of VJC has just approved the plan to sell all 17,772,740 treasury shares, equivalent to 3.28% of its charter capital, to increase its working capital. The current price of VJC shares is about 136,000 dong/share, up 9% compared to the beginning of 2021. According to market price, Vietjet will earn over 2,400 billion dong from the sale of treasury shares.