Market Brief 18/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,200.94

1D 1.25%

YTD 9.23%

VN30

1,211.54

1D 1.52%

YTD 14.47%

HNX

277.48

1D 0.34%

YTD 40.78%

UPCOM

81.69

1D -0.02%

YTD 10.65%

Net Foreign buy (B)

-348.68

1D 0.00%

YTD 0.00%

Total trading value (B)

18,845.05

1D -4.38%

YTD 9.86%

- Foreign investors continued to net sell more than 348 billion dong during the day VN-Index hit 1,200 points. Selling force focused on a few stocks such as CTG, MSB, VNM, HPG …

ETF & DERIVATIVES

E1VFVN30

20,280

1D 1.25%

YTD 7.87%

FUEMAV30

14,180

1D 2.01%

YTD 13.17%

FUESSV30

15,070

1D 1.76%

YTD 13.05%

FUESSV50

17,600

1D 0.57%

YTD 11.39%

FUESSVFL

16,320

1D 1.94%

YTD 19.56%

FUEVFVND

20,400

1D 1.14%

YTD 18.60%

FUEVN100

15,570

1D 1.24%

YTD 11.61%

VN30F2109

0

1D -100.00%

YTD 0.00%

VN30F2106

1,205

1D 0.51%

YTD 0.00%

VN30F2104

1,206

1D 0.54%

YTD 0.00%

VN30F2103

1,212

1D 1.14%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

30,216.75

1D 1.01%

YTD 10.10%

Shanghai

3,463.07

1D 0.51%

YTD 1.42%

Kospi

3,066.01

1D 0.61%

YTD 6.70%

Hang Seng

29,405.72

1D 1.28%

YTD 8.32%

STI (Singapore)

3,137.66

1D 0.90%

YTD 9.36%

SET (Thái Lan)

1,568.82

1D 0.13%

YTD 8.24%

Crude oil ($/barrel)

64.31

1D -0.16%

YTD 33.15%

Gold ($/ounce)

1,732.10

1D -0.09%

YTD -9.01%

- Asian stocks rose after Fed policy meeting. In Japan, Nikkei 225 increased by 1.01% while Topix increased by 1.23%. China market went up with Shanghai Composite up 0.51%, Shenzhen Component up 1.12%. Hang Seng's increased 1.28%. South Korea's Kospi increased by 0.61%.

VIETNAM ECONOMY

Vnibor

0.28%

YTD (bps) 15

Deposit interest 12M

5.80%

5 year-Gov. Bond

1.38%

1D (bps) 2

YTD (bps) 16

10 year-Gov. Bond

2.22%

1D (bps) -24

YTD (bps) 19

USD/VND

23,176

1D (%) 0.03%

YTD (%) -0.01%

EUR/VND

28,267

1D (%) 0.28%

YTD (%) -2.87%

CNY/VND

3,618

1D (%) 0.00%

YTD (%) 1.26%

- Virtual money management policy is still a difficult problem. These are the comments outlined in the report on the situation and results of the implementation of Decision 1255 dated August 21, 2017 of the Prime Minister approving the Project on completing the legal framework for management and handling of types of virtual assets, cryptocurrencies, virtual currencies and proposals and recommendations.

SELECTED NEWS

VN30

BANK

VCB

97,500

1D 1.99%

5D 1.25%

Buy Vol. 2,511,600

Sell Vol. 2,878,400

BID

45,000

1D 3.93%

5D 3.93%

Buy Vol. 9,925,600

Sell Vol. 11,248,600

CTG

40,500

1D 2.40%

5D 6.02%

Buy Vol. 25,259,200

Sell Vol. 37,739,300

TCB

41,950

1D 4.09%

5D 4.48%

Buy Vol. 27,646,000

Sell Vol. 26,256,500

VPB

45,850

1D 2.80%

5D 4.80%

Buy Vol. 8,300,700

Sell Vol. 9,365,900

MBB

29,200

1D 0.69%

5D 3.36%

Buy Vol. 21,252,700

Sell Vol. 27,685,700

HDB

27,500

1D 0.00%

5D 4.17%

Buy Vol. 12,509,200

Sell Vol. 16,829,600

TPB

29,000

1D 1.05%

5D 1.40%

Buy Vol. 8,504,300

Sell Vol. 12,013,900

STB

19,700

1D 0.51%

5D 2.07%

Buy Vol. 33,082,900

Sell Vol. 52,448,000

- CTG: Earning about 7,000 - 8,000 billion dong in Q1, VietinBank has no intention of issuing new shares or seeking more strategic shareholders in the near future. - BID: BIDV offered to sell the debt of Archplus Architecture and Construction with the starting price of more than VND 473 billion. The debt is collateralized by land use rights, future land-attached assets and 3 million shares in NEM Fashion JSC.

REAL ESTATE

NVL

81,200

1D 0.87%

5D -2.05%

Buy Vol. 3,189,100

Sell Vol. 4,128,600

TCH

23,800

1D -0.21%

5D 4.39%

Buy Vol. 7,217,300

Sell Vol. 9,803,000

KDH

32,200

1D 2.22%

5D 2.06%

Buy Vol. 3,466,100

Sell Vol. 3,188,400

PDR

68,000

1D 1.19%

5D 1.80%

Buy Vol. 3,890,000

Sell Vol. 3,735,500

- TCH: Distributed 21,166,270 shares offered for private sale to convert 350,302 bonds into shares at the offering price of 16,550 dong. End date of the offering: March 16, 2021

OIL & GAS

GAS

91,800

1D -1.08%

5D -0.97%

Buy Vol. 608,000

Sell Vol. 1,589,800

POW

13,850

1D -0.72%

5D 0.36%

Buy Vol. 16,569,600

Sell Vol. 35,713,500

PLX

57,700

1D -0.17%

5D 3.78%

Buy Vol. 5,568,300

Sell Vol. 5,458,100

- POW: More than 22.7 million PVM shares matched in the session 17/03/2021, also the first day that POW registered to divest.

VINGROUP

VIC

106,600

1D 1.81%

5D 0.66%

Buy Vol. 2,167,300

Sell Vol. 2,357,000

VHM

99,700

1D 0.40%

5D -0.30%

Buy Vol. 2,021,100

Sell Vol. 3,047,200

VRE

35,000

1D 0.43%

5D 1.89%

Buy Vol. 4,735,600

Sell Vol. 7,713,200

- VRE: By the end of 2020, VRE owns and operates 80 shopping malls in 43 provinces and cities nationwide, the total retail floor area is more than 1.7 million m2.

FOOD & BEVERAGE

VNM

102,500

1D 1.99%

5D -0.29%

Buy Vol. 4,960,800

Sell Vol. 4,833,600

MSN

89,700

1D 1.93%

5D 2.75%

Buy Vol. 1,962,300

Sell Vol. 2,455,200

SBT

23,500

1D 0.00%

5D 3.52%

Buy Vol. 6,842,600

Sell Vol. 8,418,600

- MSN: MSN's subsidiary Anco makes a breakthrough in 2020 and has moved from a loss to a profit of 425 billion dong in 2020 thanks to the meat and animal feed segment.

OTHERS

BVH

134,900

1D 1.05%

5D -0.88%

Buy Vol. 870,000

Sell Vol. 685,300

VJC

134,900

1D 1.05%

5D -0.88%

Buy Vol. 870,000

Sell Vol. 685,300

FPT

81,000

1D 0.25%

5D 5.61%

Buy Vol. 2,303,400

Sell Vol. 3,872,000

MWG

133,600

1D 0.60%

5D 0.83%

Buy Vol. 2,057,900

Sell Vol. 1,520,200

PNJ

84,900

1D 1.56%

5D 2.05%

Buy Vol. 540,100

Sell Vol. 617,200

REE

54,100

1D 0.37%

5D -2.52%

Buy Vol. 645,200

Sell Vol. 1,009,100

SSI

33,300

1D 2.15%

5D -1.91%

Buy Vol. 14,048,900

Sell Vol. 16,940,200

HPG

46,600

1D 0.65%

5D 0.43%

Buy Vol. 18,303,400

Sell Vol. 25,886,500

- SSI: NDH Investment Company Limited bought 6,919,244 shares, increasing the number of ownership to 62,825,126 shares, equivalent to 10.42%.