Market Brief 25/03/2021

VIETNAM STOCK MARKET

VN-INDEX

1,163.10

1D 0.11%

YTD 5.79%

VN30

1,164.64

1D -0.24%

YTD 10.04%

HNX

267.19

1D -0.56%

YTD 35.56%

UPCOM

80.38

1D -0.15%

YTD 8.87%

Net Foreign buy (B)

271.77

1D 0.00%

YTD 0.00%

Total trading value (B)

19,505.05

1D -9.45%

YTD 13.71%

- Foreign investors returned to be net buyers on all 3 exchanges with a total value of nearly 272 billion dong, ending the chain of 24 previous consecutive net selling sessions. The buying power focused on VIC with the value of 756 billion dong and was mostly done through put-through method in the last few minutes of the session.

ETF & DERIVATIVES

E1VFVN30

19,600

1D -0.51%

YTD 4.26%

FUEMAV30

13,710

1D 0.07%

YTD 9.42%

FUESSV30

14,580

1D 0.55%

YTD 9.38%

FUESSV50

17,000

1D -3.95%

YTD 7.59%

FUESSVFL

15,700

1D 0.64%

YTD 15.02%

FUEVFVND

19,620

1D -0.91%

YTD 14.07%

FUEVN100

15,130

1D 0.20%

YTD 8.46%

VN30F2109

1,176

1D 0.08%

YTD 0.00%

VN30F2106

1,161

1D -0.95%

YTD 0.00%

VN30F2105

1,160

1D -0.95%

YTD 0.00%

VN30F2104

1,162

1D -0.76%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,729.88

1D 0.90%

YTD 4.68%

Shanghai

3,363.59

1D -0.10%

YTD -1.49%

Kospi

3,008.33

1D 0.40%

YTD 4.69%

Hang Seng

27,899.61

1D -0.07%

YTD 2.77%

STI (Singapore)

3,141.71

1D 0.27%

YTD 9.50%

SET (Thái Lan)

1,571.04

1D 0.01%

YTD 8.40%

Crude oil ($/barrel)

59.85

1D -0.28%

YTD 23.91%

Gold ($/ounce)

1,729.55

1D -0.22%

YTD -9.15%

- Asian stocks are mixed after technology shares were sold off on Wall Street. In Japan, the Nikkei 225 increased by 0.9%. The Chinese market was mixed with the Shanghai Composite down 0.1% and the Shenzhen Composite up 0.13%. Hong Kong's Hang Seng decreased 0.07%. South Korea's Kospi Index rose 0.4%.

VIETNAM ECONOMY

Vnibor

0.26%

YTD (bps) 13

Deposit interest 12M

6.00%

YTD (bps) 20

5 year-Gov. Bond

1.34%

1D (bps) -1

YTD (bps) 12

10 year-Gov. Bond

2.17%

1D (bps) -1

YTD (bps) 14

USD/VND

23,195

1D (%) 0.06%

YTD (%) 0.07%

EUR/VND

27,998

1D (%) 0.09%

YTD (%) -3.80%

CNY/VND

3,603

1D (%) -0.11%

YTD (%) 0.84%

- In 2020, 10 ministries, agencies and 45 localities have proactively proposed to return foreign investment plans to the central budget. The Ministry of Planning and Investment more than 365 billion VND, the Central Party Office 52 billion VND, the Committee for Ethnic Minorities 50.25 billion VND, the Government Office 10 billion VND. and the State Capital Management Committee in enterprises 1.6 billion VND.

SELECTED NEWS

VN30

BANK

VCB

95,100

1D 0.42%

5D -2.46%

Buy Vol. 1,860,900

Sell Vol. 2,066,500

BID

42,250

1D 0.24%

5D -6.11%

Buy Vol. 4,093,300

Sell Vol. 4,522,000

CTG

39,400

1D 1.03%

5D -2.72%

Buy Vol. 30,940,400

Sell Vol. 26,363,300

TCB

39,350

1D 0.13%

5D -6.20%

Buy Vol. 20,677,000

Sell Vol. 18,528,500

VPB

43,250

1D -1.93%

5D -5.67%

Buy Vol. 3,771,400

Sell Vol. 5,211,200

MBB

27,550

1D -0.18%

5D -5.65%

Buy Vol. 25,663,600

Sell Vol. 25,201,600

HDB

25,600

1D 0.39%

5D -6.91%

Buy Vol. 7,285,900

Sell Vol. 7,638,100

TPB

26,900

1D -0.19%

5D -7.24%

Buy Vol. 9,971,000

Sell Vol. 10,952,100

STB

18,750

1D 1.90%

5D -4.82%

Buy Vol. 49,302,000

Sell Vol. 50,243,400

- State banks this year were able to share dividends to expand their business scale after the amendment of Decree 121/2020/ND-CP. Accordingly, CTG consulted shareholders to increase its charter capital to VND48,000b through the issuance of more than 1b shares to pay dividends, equivalent to the rate of nearly 28.8%, VCB also has the ability to share stock dividends. However, banks with more than 50% state capital want to pay dividends in shares with the consent of the Government and relevant agencies.

REAL ESTATE

NVL

80,000

1D 0.25%

5D -1.48%

Buy Vol. 3,387,100

Sell Vol. 4,184,900

TCH

21,800

1D -0.46%

5D -8.40%

Buy Vol. 8,580,000

Sell Vol. 8,808,700

KDH

30,900

1D 0.00%

5D -4.04%

Buy Vol. 3,876,200

Sell Vol. 3,018,900

PDR

62,200

1D -0.80%

5D 0.62%

Buy Vol. 3,471,400

Sell Vol. 3,783,800

- TCH: HHS will submit a plan to its parent company, TCH, to increase its ownership from over 45.67% to 52.95% through buying 20 million shares of HHS by matching orders on HOSE.

OIL & GAS

GAS

90,300

1D 0.22%

5D -1.63%

Buy Vol. 1,159,900

Sell Vol. 2,487,700

POW

12,600

1D -1.18%

5D -9.03%

Buy Vol. 23,980,700

Sell Vol. 30,089,200

PLX

56,200

1D -0.18%

5D -2.60%

Buy Vol. 1,708,600

Sell Vol. 2,132,400

- PLX: On March 22, ENEOS Corporation completed the acquisition of 25 million PLX shares, increasing its ownership of PLX from 1% to 2.94%.

VINGROUP

VIC

110,400

1D 2.32%

5D 3.56%

Buy Vol. 6,539,400

Sell Vol. 6,457,700

VHM

96,700

1D -0.51%

5D -3.01%

Buy Vol. 3,667,900

Sell Vol. 4,363,600

VRE

32,850

1D -1.65%

5D -6.14%

Buy Vol. 8,821,600

Sell Vol. 9,393,900

- VIC: On March 24, 2021, VinFast officially announced to accept the order of the first electric car model VF e34 with the price of VND 690 million.

FOOD & BEVERAGE

VNM

98,500

1D -0.20%

5D -3.90%

Buy Vol. 5,435,700

Sell Vol. 5,734,500

MSN

86,000

1D 1.06%

5D -4.12%

Buy Vol. 2,221,100

Sell Vol. 1,850,800

SBT

22,150

1D -2.42%

5D -5.74%

Buy Vol. 6,601,400

Sell Vol. 9,110,400

- VNM: Platinum Victory Pte Ltd and F&N Dairy Investments Pte Ltd continuously registered to buy nearly 21m units from the beginning of 2021 up to now. But no stock was traded.

OTHERS

BVH

128,100

1D 0.08%

5D -5.04%

Buy Vol. 758,000

Sell Vol. 771,000

VJC

128,100

1D 0.08%

5D -5.04%

Buy Vol. 758,000

Sell Vol. 771,000

FPT

76,600

1D -0.52%

5D -5.43%

Buy Vol. 3,828,000

Sell Vol. 4,303,200

MWG

128,800

1D -0.85%

5D -3.59%

Buy Vol. 895,000

Sell Vol. 1,017,700

PNJ

85,000

1D 1.07%

5D 0.12%

Buy Vol. 674,000

Sell Vol. 1,251,300

REE

53,400

1D -1.11%

5D -1.29%

Buy Vol. 901,000

Sell Vol. 944,700

SSI

30,800

1D -1.60%

5D -7.51%

Buy Vol. 23,642,100

Sell Vol. 27,347,200

HPG

45,000

1D -0.99%

5D -3.43%

Buy Vol. 33,519,200

Sell Vol. 37,947,600

- FPT: In 2020, IT service revenue for foreign markets will reach 12,000 billion VND, an increase of 10.6% compared to 2019 and accounting for 40% of the total revenue structure of FPT.