Market Brief 11/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,181.73

1D 1.00%

YTD 7.48%

VN30

1,188.71

1D 1.40%

YTD 12.31%

HNX

273.52

1D 2.40%

YTD 38.77%

UPCOM

80.34

1D 0.12%

YTD 8.82%

Net Foreign buy (B)

-285.98

1D 0.00%

YTD 0.00%

Total trading value (B)

18,598.63

1D -12.25%

YTD 8.43%

- Foreign investors continued to be net sellers on all 3 exchanges but their value dropped significantly to only 286 billion dong today. Selling force focused mainly on VNM, HPG, VCB …

ETF & DERIVATIVES

E1VFVN30

20,000

1D 1.42%

YTD 6.38%

FUEMAV30

13,860

1D -1.00%

YTD 10.61%

FUESSV30

14,780

1D 0.89%

YTD 10.88%

FUESSV50

17,300

1D 2.37%

YTD 9.49%

FUESSVFL

15,900

1D 2.45%

YTD 16.48%

FUEVFVND

19,870

1D 1.95%

YTD 15.52%

FUEVN100

15,380

1D 1.99%

YTD 10.25%

VN30F2109

1,191

1D 0.55%

YTD 0.00%

VN30F2106

1,196

1D 1.07%

YTD 0.00%

VN30F2104

1,193

1D 0.88%

YTD 0.00%

VN30F2103

1,191

1D 1.05%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,211.64

1D 0.34%

YTD 6.44%

Shanghai

3,436.83

1D 2.36%

YTD 0.66%

Kospi

3,013.70

1D 1.88%

YTD 4.88%

Hang Seng

29,385.61

1D 1.65%

YTD 8.25%

STI (Singapore)

3,106.01

1D 0.85%

YTD 8.25%

SET (Thái Lan)

1,575.13

1D 0.13%

YTD 8.68%

Crude oil ($/barrel)

64.94

1D 0.05%

YTD 34.45%

Gold ($/ounce)

1,733.85

1D 0.60%

YTD -8.92%

- Most Asian stocks rose, South Korea and China led the region. The MSCI Asia-Pacific Index excluding Japan rose 1.78%. In Japan, the Nikkei 225 increased by 0.34% while the Topix rose 0.27%. The Japanese market has often struggled to keep up the momentum until the end of the session. The Chinese market went up with the Shanghai Composite up 2.36% and Shenzhen Component up 2.23%. Hong Kong's Hang Seng increased by 1.65%.

VIETNAM ECONOMY

Vnibor

0.29%

YTD (bps) 16

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.22%

1D (bps) 2

10 year-Gov. Bond

2.31%

1D (bps) 3

YTD (bps) 28

USD/VND

23,153

1D (%) 0.00%

YTD (%) -0.11%

EUR/VND

28,287

1D (%) 0.34%

YTD (%) -2.80%

CNY/VND

3,624

1D (%) 0.30%

YTD (%) 1.43%

- The Ministry of Finance announced that budget revenue in the first 2 months was estimated at nearly 287,000 billion VND, reaching 21.3% of the estimate and up 0.6% over the same period last year. In which, domestic revenue was estimated at more than 246,000 billion VND, equal to 21.8% of the estimate, up 2.8% over the same period last year.

SELECTED NEWS

VN30

BANK

VCB

96,300

1D 0.84%

5D -1.03%

Buy Vol. 1,668,900

Sell Vol. 1,751,200

BID

43,300

1D 3.10%

5D 1.29%

Buy Vol. 3,790,800

Sell Vol. 2,953,200

CTG

38,200

1D 1.73%

5D -0.26%

Buy Vol. 13,079,900

Sell Vol. 17,089,800

TCB

40,150

1D 2.16%

5D 2.82%

Buy Vol. 26,022,000

Sell Vol. 30,706,500

VPB

43,750

1D 4.17%

5D 5.42%

Buy Vol. 12,849,200

Sell Vol. 17,652,500

MBB

28,250

1D 1.07%

5D 4.05%

Buy Vol. 26,304,300

Sell Vol. 39,927,300

HDB

26,400

1D 1.15%

5D 0.76%

Buy Vol. 7,198,900

Sell Vol. 12,416,600

TPB

28,600

1D 0.53%

5D -0.17%

Buy Vol. 7,445,600

Sell Vol. 8,737,500

STB

19,300

1D 3.21%

5D 5.18%

Buy Vol. 56,770,100

Sell Vol. 65,378,300

- BID: BIDV will submit to shareholders for approval of its business plan for 2021 and a plan to increase its charter capital by more than VND 8,300 billion through the issue of shares to pay dividends, to offer to the public or a private offering. Raising capital growth in accordance with capital use, balance with credit growth, is expected to be about 12-15%. The bank plans to spend VND 2,815 billion to pay stock dividends for 2020, equivalent to a rate of 7%.

REAL ESTATE

NVL

82,900

1D 0.48%

5D 2.85%

Buy Vol. 3,500,300

Sell Vol. 3,858,400

TCH

22,800

1D 0.44%

5D 4.59%

Buy Vol. 6,956,200

Sell Vol. 10,200,300

KDH

31,550

1D -0.47%

5D -1.25%

Buy Vol. 1,859,600

Sell Vol. 2,470,800

PDR

66,800

1D 3.89%

5D 6.37%

Buy Vol. 7,089,500

Sell Vol. 6,122,400

- NVL: Chairman Bui Thanh Nhon and his wife bought a total of nearly 22 million NVL shares, raising their holding rate to more than 27.55%.

OIL & GAS

GAS

92,700

1D 0.76%

5D 1.98%

Buy Vol. 580,600

Sell Vol. 822,300

POW

13,800

1D 1.10%

5D 9.52%

Buy Vol. 22,789,400

Sell Vol. 30,355,700

PLX

55,600

1D -0.36%

5D -3.81%

Buy Vol. 5,769,000

Sell Vol. 4,623,000

- POW: PV Power recorded a 4% decrease in 2-month revenue, with an upcoming contribution from renewable electricity

VINGROUP

VIC

105,900

1D -0.09%

5D -0.94%

Buy Vol. 1,716,900

Sell Vol. 2,195,000

VHM

100,000

1D 0.10%

5D 0.00%

Buy Vol. 2,535,200

Sell Vol. 4,343,700

VRE

34,350

1D 0.59%

5D -0.58%

Buy Vol. 4,398,100

Sell Vol. 6,482,100

- VIC: For the first time, VinFast Fadil has become the best-selling car in the Vietnamese auto market, outstripping Toyota Vios at 7th place.

FOOD & BEVERAGE

VNM

102,800

1D 1.68%

5D -0.58%

Buy Vol. 4,472,700

Sell Vol. 4,743,200

MSN

87,300

1D 0.34%

5D -1.24%

Buy Vol. 1,592,300

Sell Vol. 1,563,100

SBT

22,700

1D 0.44%

5D 0.89%

Buy Vol. 6,751,900

Sell Vol. 9,280,600

OTHERS

BVH

136,100

1D 0.44%

5D -0.51%

Buy Vol. 874,100

Sell Vol. 767,400

VJC

136,100

1D 0.44%

5D -0.51%

Buy Vol. 874,100

Sell Vol. 767,400

FPT

76,700

1D 0.52%

5D 1.05%

Buy Vol. 2,085,800

Sell Vol. 3,394,100

MWG

132,500

1D 1.53%

5D -0.23%

Buy Vol. 864,900

Sell Vol. 1,075,100

PNJ

84,000

1D 0.48%

5D 0.24%

Buy Vol. 352,000

Sell Vol. 1,079,700

REE

55,500

1D 1.09%

5D 0.00%

Buy Vol. 1,228,000

Sell Vol. 1,168,000

SSI

33,950

1D 2.57%

5D 1.49%

Buy Vol. 20,197,100

Sell Vol. 22,201,300

HPG

46,400

1D 1.75%

5D 1.09%

Buy Vol. 31,731,500

Sell Vol. 32,525,100

- HPG: On March 9, investment fund PENM III Germany GmbH & Co. KG reported on the successful sale of 7.09 million shares of Hoa Phat Group JSC (HOSE: HPG). These are also all HPG shares that the Fund owns.