Market Brief 23/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,183.45

1D -0.92%

YTD 7.64%

VN30

1,186.98

1D -0.96%

YTD 12.15%

HNX

272.34

1D -0.91%

YTD 38.17%

UPCOM

81.14

1D -0.17%

YTD 9.90%

Net Foreign buy (B)

-273.64

1D 0.00%

YTD 0.00%

Total trading value (B)

19,051.02

1D -1.84%

YTD 11.06%

- Foreign investors continued to be net sellers but the pressure has decreased significantly, only remaining at nearly VND 273 billion on the whole market. Selling force focused on a few "familiar" names such as VNM (-187.5 billion), CTG (-76.6 billion), VCB (-31.8 billion) ...

ETF & DERIVATIVES

E1VFVN30

19,950

1D -1.34%

YTD 6.12%

FUEMAV30

13,940

1D -1.34%

YTD 11.25%

FUESSV30

14,850

1D -1.00%

YTD 11.40%

FUESSV50

17,600

1D 0.00%

YTD 11.39%

FUESSVFL

15,990

1D -1.66%

YTD 17.14%

FUEVFVND

20,120

1D -0.98%

YTD 16.98%

FUEVN100

15,430

1D -0.90%

YTD 10.61%

VN30F2109

0

1D -100.00%

YTD 0.00%

VN30F2106

1,186

1D -0.61%

YTD 0.00%

VN30F2105

1,186

1D -0.55%

YTD 0.00%

VN30F2104

1,185

1D -0.66%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,995.92

1D -1.31%

YTD 5.65%

Shanghai

3,411.51

1D -0.93%

YTD -0.09%

Kospi

3,004.74

1D -1.01%

YTD 4.57%

Hang Seng

28,497.38

1D -1.34%

YTD 4.97%

STI (Singapore)

3,131.74

1D 0.12%

YTD 9.15%

SET (Thái Lan)

1,564.25

1D -0.13%

YTD 7.93%

Crude oil ($/barrel)

59.34

1D -3.90%

YTD 22.86%

Gold ($/ounce)

1,738.50

1D 0.35%

YTD -8.68%

- Asian stocks fell by technology sector. In Japan, the Nikkei 225 decreased by 1.31%. The Chinese market fell from the beginning with the Shanghai Composite down 0.93% and the Shenzhen Component down 1,117%. Hong Kong's Hang Seng decreased by 1.34%.

VIETNAM ECONOMY

Vnibor

0.27%

1D (bps) 1

YTD (bps) 14

Deposit interest 12M

6.00%

1D (bps) 20

YTD (bps) 20

5 year-Gov. Bond

1.39%

1D (bps) 5

YTD (bps) 17

10 year-Gov. Bond

2.23%

1D (bps) 6

YTD (bps) 20

USD/VND

23,175

1D (%) 0.00%

YTD (%) -0.01%

EUR/VND

28,152

1D (%) -0.34%

YTD (%) -3.27%

CNY/VND

3,613

1D (%) -0.08%

YTD (%) 1.12%

- Hanoi will start the construction of technical infrastructure for 43 industrial clusters that have had a decision to establish in the period of 2018-2020, Hanoi will also focus on reviewing the planning for development of industrial clusters in the city.

SELECTED NEWS

VN30

BANK

VCB

95,800

1D -1.24%

5D 0.10%

Buy Vol. 1,767,700

Sell Vol. 1,907,000

BID

43,700

1D -2.13%

5D 3.07%

Buy Vol. 7,296,400

Sell Vol. 7,866,700

CTG

40,500

1D -1.46%

5D 7.43%

Buy Vol. 23,262,100

Sell Vol. 27,532,500

TCB

40,450

1D -2.06%

5D 1.51%

Buy Vol. 20,609,100

Sell Vol. 21,660,400

VPB

44,500

1D -0.89%

5D 0.34%

Buy Vol. 5,940,500

Sell Vol. 5,935,300

MBB

28,350

1D -1.05%

5D -1.05%

Buy Vol. 27,052,500

Sell Vol. 26,913,600

HDB

26,500

1D -1.67%

5D -1.12%

Buy Vol. 6,241,700

Sell Vol. 7,478,500

TPB

28,300

1D -1.74%

5D -0.70%

Buy Vol. 6,775,300

Sell Vol. 8,579,000

STB

18,800

1D -2.08%

5D -0.53%

Buy Vol. 40,208,400

Sell Vol. 46,143,400

- BID: BIDV plans to issue 207.3 million shares to pay dividends in 2019 (equivalent to 5.2%), issue 281.5 million shares to pay dividends in 2020 (equivalent to 7 %). Expected time to pay stock dividend is in the third and fourth quarters. In early 2021, BIDV also spent more than 3,200 billion dong to pay dividend in cash, at the rate of 8%.

REAL ESTATE

NVL

80,000

1D -0.99%

5D -1.11%

Buy Vol. 3,959,300

Sell Vol. 4,681,300

TCH

22,650

1D -2.37%

5D -4.03%

Buy Vol. 7,211,900

Sell Vol. 8,953,700

KDH

31,400

1D -1.88%

5D 0.48%

Buy Vol. 2,325,700

Sell Vol. 2,581,000

PDR

63,200

1D 2.99%

5D 3.61%

Buy Vol. 4,313,000

Sell Vol. 4,294,000

- NVL: Trade union of No Va registered to buy 800,000 NVL shares from March 25, 2021-23 April 2021 - KDH: Used more than 1,400 billion VND to increase the land fund in Phu Huu and An Phu Ward, Thu Duc City

OIL & GAS

GAS

91,800

1D 1.44%

5D 1.66%

Buy Vol. 1,048,500

Sell Vol. 1,087,500

POW

13,300

1D -1.85%

5D -2.21%

Buy Vol. 22,049,900

Sell Vol. 35,305,700

PLX

57,200

1D 2.14%

5D -1.04%

Buy Vol. 3,225,600

Sell Vol. 2,909,100

- Natural gas in this morning session continued to decline due to low demand and supply concerns in the market.

VINGROUP

VIC

106,500

1D -0.75%

5D 1.04%

Buy Vol. 1,776,200

Sell Vol. 1,773,300

VHM

98,700

1D -0.60%

5D -0.80%

Buy Vol. 2,160,800

Sell Vol. 2,282,100

VRE

34,150

1D -1.30%

5D -1.87%

Buy Vol. 6,557,800

Sell Vol. 7,295,000

- VIC: Transfers the entire 5G telecommunications equipment manufacturing project to Viettel for free.

FOOD & BEVERAGE

VNM

100,200

1D -0.60%

5D -0.79%

Buy Vol. 8,102,700

Sell Vol. 6,865,300

MSN

86,500

1D -1.82%

5D -1.70%

Buy Vol. 1,965,500

Sell Vol. 1,932,300

SBT

23,300

1D -0.85%

5D -1.69%

Buy Vol. 4,571,100

Sell Vol. 8,029,000

- VNM: VNM ETF bought over 1.1 million VNM shares last week, helping to increase the proportion of VNM in the fund to 7.9%

OTHERS

BVH

131,000

1D -1.28%

5D -2.67%

Buy Vol. 566,800

Sell Vol. 555,400

VJC

131,000

1D -1.28%

5D -2.67%

Buy Vol. 566,800

Sell Vol. 555,400

FPT

78,800

1D 0.13%

5D -2.72%

Buy Vol. 3,868,900

Sell Vol. 4,594,700

MWG

131,000

1D -0.68%

5D -1.65%

Buy Vol. 1,232,400

Sell Vol. 1,014,900

PNJ

84,200

1D 0.00%

5D 0.84%

Buy Vol. 380,700

Sell Vol. 593,000

REE

55,500

1D -1.77%

5D 2.97%

Buy Vol. 753,100

Sell Vol. 1,444,200

SSI

32,900

1D -1.50%

5D 0.61%

Buy Vol. 16,556,900

Sell Vol. 17,229,100

HPG

46,600

1D -0.32%

5D 1.08%

Buy Vol. 23,327,800

Sell Vol. 26,104,600

- PNJ: According to the explanation of the consolidated financial statements in 2020, PNJ's net revenue increased by 3%, the net profit decreased by 10.44% compared to the same period in 2019. However, the net profit after tax exceeded 128.5% of the plan set at the beginning of the year.