Market Brief 16/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,179.90

1D -0.39%

YTD 7.31%

VN30

1,187.84

1D -0.25%

YTD 12.23%

HNX

275.88

1D 0.25%

YTD 39.97%

UPCOM

80.93

1D 0.14%

YTD 9.62%

Net Foreign buy (B)

-224.99

1D 0.00%

YTD 0.00%

Total trading value (B)

19,445.64

1D 7.36%

YTD 13.36%

- Foreign investors continued to be net sellers but the pressure has decreased significantly to only VND 225 billion. Foreign investors' selling focused mainly on VNM (-223.8 billion), MBB (-60 billion dong), HPG (-40 billion dong) …

ETF & DERIVATIVES

E1VFVN30

19,990

1D -0.05%

YTD 6.33%

FUEMAV30

13,830

1D -1.21%

YTD 10.38%

FUESSV30

14,730

1D -0.54%

YTD 10.50%

FUESSV50

17,400

1D -0.57%

YTD 10.13%

FUESSVFL

15,820

1D -0.25%

YTD 15.90%

FUEVFVND

20,000

1D 0.15%

YTD 16.28%

FUEVN100

15,330

1D -0.45%

YTD 9.89%

VN30F2109

1,188

1D -0.18%

YTD 0.00%

VN30F2106

1,191

1D -0.02%

YTD 0.00%

VN30F2104

1,187

1D -0.17%

YTD 0.00%

VN30F2103

1,186

1D -0.22%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,921.09

1D -0.19%

YTD 9.03%

Shanghai

3,446.73

1D 0.78%

YTD 0.95%

Kospi

3,067.17

1D 0.70%

YTD 6.74%

Hang Seng

29,027.69

1D 0.30%

YTD 6.93%

STI (Singapore)

3,105.51

1D -0.02%

YTD 8.24%

SET (Thái Lan)

1,564.03

1D -0.11%

YTD 7.91%

Crude oil ($/barrel)

64.55

1D -0.32%

YTD 33.64%

Gold ($/ounce)

1,733.30

1D 0.15%

YTD -8.95%

- Asian stocks rose, investors cautious ahead of the Fed meeting. In Japan, Nikkei decreased by 0.19%. China market increased with Shanghai Composite up 0.78%, Shenzhen Component down 0.26%. Hong Kong's Hang Seng increased by 0.34. South Korea's Kospi Index rose 0.7%.

VIETNAM ECONOMY

Vnibor

0.29%

1D (bps) 1

YTD (bps) 16

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.74%

1D (bps) 50

YTD (bps) 52

10 year-Gov. Bond

2.36%

1D (bps) 4

YTD (bps) 33

USD/VND

23,168

1D (%) -0.05%

YTD (%) -0.04%

EUR/VND

28,251

1D (%) 0.05%

YTD (%) -2.93%

CNY/VND

3,619

1D (%) -0.06%

YTD (%) 1.29%

- Add weekly service from Vietnam to the US. Mediterranean Shipping Company (MSC) has launched a new weekly shipping service called Palmetto, which operates from Asia to the East Coast of the United States, directly connecting the port from Vietnam to Diem Dien port (China). The service is expected to be exploited next May.

SELECTED NEWS

VN30

BANK

VCB

95,700

1D -0.62%

5D 0.74%

Buy Vol. 1,241,800

Sell Vol. 1,300,800

BID

42,400

1D -1.40%

5D 1.31%

Buy Vol. 3,363,800

Sell Vol. 4,583,000

CTG

37,700

1D -0.79%

5D 1.34%

Buy Vol. 11,704,600

Sell Vol. 15,921,900

TCB

39,850

1D -0.62%

5D 2.31%

Buy Vol. 20,090,000

Sell Vol. 21,342,700

VPB

44,350

1D -1.00%

5D 6.10%

Buy Vol. 8,378,300

Sell Vol. 9,645,400

MBB

28,650

1D -0.87%

5D 4.95%

Buy Vol. 22,776,900

Sell Vol. 30,064,100

HDB

26,800

1D 0.56%

5D 3.28%

Buy Vol. 7,862,200

Sell Vol. 10,206,600

TPB

28,500

1D -0.70%

5D 0.35%

Buy Vol. 5,613,100

Sell Vol. 7,240,500

STB

18,900

1D 0.00%

5D 1.89%

Buy Vol. 40,833,800

Sell Vol. 47,351,700

- TCB: SBV approved the modification of the charter capital in Techcombank's license from 35,001 billion VND to 35,049 billion VND. - BID: Planned for 2021 with 10-12% growth in credit balance, 12-15% growth in capital mobilization, 13,000 billion VND consolidated pre-tax profit.

REAL ESTATE

NVL

80,900

1D -1.22%

5D -1.34%

Buy Vol. 2,383,400

Sell Vol. 2,969,600

TCH

23,600

1D 3.96%

5D 5.59%

Buy Vol. 18,226,600

Sell Vol. 17,714,300

KDH

31,250

1D -0.32%

5D 1.46%

Buy Vol. 1,717,300

Sell Vol. 2,270,900

PDR

67,100

1D 0.15%

5D 5.34%

Buy Vol. 4,128,300

Sell Vol. 3,865,900

- PDR: The chairman's family members sold 26,200 PDR shares via matching order on the floor. Time for execution is from February 17, 2021 to March 11, 2021

OIL & GAS

GAS

90,300

1D -0.88%

5D -3.63%

Buy Vol. 1,391,600

Sell Vol. 1,579,000

POW

13,600

1D -0.73%

5D 0.00%

Buy Vol. 33,147,100

Sell Vol. 33,599,700

PLX

57,800

1D 1.23%

5D 2.12%

Buy Vol. 11,199,300

Sell Vol. 7,392,100

- POW will withdraw all nearly 20 million PVM shares (51.58%) by matching order from March 17 to April 15, 2021.

VINGROUP

VIC

105,400

1D -0.57%

5D 1.05%

Buy Vol. 1,823,300

Sell Vol. 2,322,000

VHM

99,500

1D -0.30%

5D 1.32%

Buy Vol. 2,027,300

Sell Vol. 2,573,300

VRE

34,800

1D 1.02%

5D 2.05%

Buy Vol. 8,959,200

Sell Vol. 12,013,700

- VHM: Vinfast transferred ownership of 89,804,000 shares of VHM (2.68%) to Board member Pham Nhat Vuong. Transaction time: March 9, 2021

FOOD & BEVERAGE

VNM

101,000

1D -1.17%

5D 0.50%

Buy Vol. 6,764,200

Sell Vol. 6,808,000

MSN

88,000

1D -0.56%

5D 1.50%

Buy Vol. 1,093,500

Sell Vol. 1,298,200

SBT

23,700

1D -0.42%

5D 4.87%

Buy Vol. 5,508,800

Sell Vol. 7,214,500

OTHERS

BVH

134,600

1D -0.30%

5D -0.22%

Buy Vol. 594,100

Sell Vol. 641,800

VJC

134,600

1D -0.30%

5D -0.22%

Buy Vol. 594,100

Sell Vol. 641,800

FPT

81,000

1D 5.88%

5D 8.00%

Buy Vol. 9,311,600

Sell Vol. 7,853,800

MWG

133,200

1D 0.38%

5D 3.98%

Buy Vol. 955,900

Sell Vol. 1,083,700

PNJ

83,500

1D -0.71%

5D 0.97%

Buy Vol. 420,100

Sell Vol. 624,100

REE

53,900

1D -1.82%

5D -2.00%

Buy Vol. 1,657,500

Sell Vol. 1,846,100

SSI

32,700

1D -1.51%

5D -1.06%

Buy Vol. 20,835,700

Sell Vol. 22,997,000

HPG

46,100

1D -0.86%

5D 0.55%

Buy Vol. 26,415,000

Sell Vol. 30,398,900

- FPT: In 2021, FPT plans to achieve revenue of 34,720b dong, up 16.4% yoy. BOD submitted the plan to pay dividend in cash by 2020 at the rate of 20% and shares of 15%. FPT plans to sell 82,376 treasury shares to employees under ESOP, at the price of 10,000 VND/share, equal to the price the company bought previously. The number of shares sold to employees will be restricted to transfer for 3 years from the date of completion of the sale.