Market Brief 01/04/2021
VIETNAM STOCK MARKET
VN-INDEX
1,216.10
1D 2.07%
YTD 10.61%
VN30
1,226.16
1D 2.50%
YTD 15.85%
HNX
292.40
1D 2.00%
YTD 48.35%
UPCOM
81.71
1D 0.37%
YTD 10.67%
Net Foreign buy (B)
26.83
1D 0.00%
YTD 0.00%
Total trading value (B)
21,211.18
1D 9.83%
YTD 23.66%
- Foreign investors returned to a net buying of 27 billion dong, VN-Index set its historic peak in 1/4 session. The buying power focused on Bluechips such as VIC, HPG, STB, MSN, NVL… and most likely came from the Fubon Vietnam ETF.
ETF & DERIVATIVES
E1VFVN30
20,600
1D 2.49%
YTD 9.57%
FUEMAV30
14,260
1D 2.30%
YTD 13.81%
FUESSV30
15,200
1D 1.33%
YTD 14.03%
FUESSV50
18,000
1D 1.69%
YTD 13.92%
FUESSVFL
16,600
1D 1.97%
YTD 21.61%
FUEVFVND
20,200
1D 1.56%
YTD 17.44%
FUEVN100
15,920
1D 2.25%
YTD 14.12%
VN30F2109
1,230
1D 3.27%
YTD 0.00%
VN30F2106
1,230
1D 2.95%
YTD 0.00%
VN30F2105
1,233
1D 3.54%
YTD 0.00%
VN30F2104
1,236
1D 3.66%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
29,388.87
1D -0.52%
YTD 7.09%
Shanghai
3,466.33
1D 0.71%
YTD 1.52%
Kospi
3,087.40
1D 0.85%
YTD 7.45%
Hang Seng
28,927.00
1D 1.10%
YTD 6.56%
STI (Singapore)
3,181.68
1D 0.52%
YTD 10.89%
SET (Thái Lan)
1,595.12
1D 0.50%
YTD 10.06%
Crude oil ($/barrel)
60.50
1D 1.60%
YTD 25.26%
Gold ($/ounce)
1,715.65
1D 0.34%
YTD -9.88%
- Asian stocks mostly increased in the first session of the second quarter. The Chinese market went up from the beginning with the Shanghai Composite up 0.71%. Hong Kong's Hang Seng increased 1.1%. South Korea's Kospi Index rose 0.85%.
VIETNAM ECONOMY
Vnibor
0.26%
1D (bps) 2
YTD (bps) 13
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.32%
1D (bps) 1
YTD (bps) 10
10 year-Gov. Bond
2.15%
YTD (bps) 12
USD/VND
23,175
1D (%) 0.00%
YTD (%) -0.01%
EUR/VND
27,799
1D (%) 0.09%
YTD (%) -4.48%
CNY/VND
3,580
1D (%) -0.31%
YTD (%) 0.20%
- In the first 3 months of the year, the United States was the largest export market of Vietnam with a turnover of 21.2 billion USD, an increase of 32.8% over the same period last year. In which, export turnover of goods reached 77.34 billion USD, up 22%; commodity import reached 75.31 billion USD, up 26.3%. Trade balance of goods in the first quarter of 2021 was estimated to have a trade surplus of 2.03 billion USD.
EVENT CALENDAR
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Ex-right date Thu, 12/26/24
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SELECTED NEWS
- Vietnam's export to the US continues to increase
- The Prime Minister agreed to borrow USD 2 billion for the development of the Mekong Delta
- PMI in March reached 53.6 points, production is forecasted to continue to prosper in the second quarter
- US businesses rioted over Mr. Biden's proposal to increase taxes for infrastructure investment
- Germany goes against the Central Bank's trend of digital money
- The Chinese foreign minister repeatedly used his intention to confront the US when he visited the Middle East
VN30
BANK
VCB
96,900
1D 2.22%
5D 1.89%
Buy Vol. 4,209,200
Sell Vol. 4,811,300
BID
43,950
1D 2.33%
5D 4.02%
Buy Vol. 6,804,100
Sell Vol. 6,272,800
CTG
41,050
1D 2.24%
5D 4.19%
Buy Vol. 38,041,300
Sell Vol. 31,539,600
TCB
41,000
1D 1.49%
5D 4.19%
Buy Vol. 17,930,700
Sell Vol. 20,663,600
VPB
45,900
1D 2.80%
5D 6.13%
Buy Vol. 7,258,400
Sell Vol. 8,232,800
MBB
29,200
1D 3.73%
5D 5.99%
Buy Vol. 40,142,600
Sell Vol. 34,973,900
HDB
26,800
1D 1.52%
5D 4.69%
Buy Vol. 5,965,100
Sell Vol. 12,901,600
TPB
28,000
1D 0.54%
5D 4.09%
Buy Vol. 6,010,800
Sell Vol. 7,566,100
STB
21,600
1D 0.70%
5D 15.20%
Buy Vol. 63,986,000
Sell Vol. 77,361,600
- STB: STB just released its 2021 annual shareholder meeting with a record high target pre-tax profit. In 2021, Sacombank expects total assets to increase by 8% compared to 2020 to 533,300 billion dong. In 2020, Sacombank reached 11,526 billion dong of net interest income, up 25% compared to 2020. In the 22/3 session, more than 11.6 million STB shares were exchanged for nearly 232 billion dong.
REAL ESTATE
NVL
81,800
1D 1.61%
5D 2.25%
Buy Vol. 3,962,800
Sell Vol. 3,384,500
TCH
24,250
1D 5.90%
5D 11.24%
Buy Vol. 20,798,500
Sell Vol. 16,711,100
KDH
31,000
1D 1.81%
5D 0.32%
Buy Vol. 3,429,900
Sell Vol. 2,771,400
PDR
63,200
1D 1.94%
5D 1.61%
Buy Vol. 4,349,200
Sell Vol. 4,124,900
- KDH: On March 31st, 2 member funds of Dragon Capital group, Veil Holdings Limited fund, Vietnam Enterprise Investments Limited fund, respectively sold 3.3 million shares and 2.7 million KDH shares.
OIL & GAS
GAS
90,600
1D 1.00%
5D 0.33%
Buy Vol. 1,246,300
Sell Vol. 1,778,800
POW
13,650
1D 3.41%
5D 8.33%
Buy Vol. 44,481,400
Sell Vol. 47,539,000
PLX
56,300
1D 2.18%
5D 0.18%
Buy Vol. 1,467,800
Sell Vol. 1,550,300
- On the world market, crude oil prices were mixed in this morning session with Brent oil falling sharply after plunging about 2%.
VINGROUP
VIC
123,000
1D 4.33%
5D 11.41%
Buy Vol. 3,494,400
Sell Vol. 3,513,600
VHM
99,000
1D 1.75%
5D 2.38%
Buy Vol. 3,961,600
Sell Vol. 4,082,700
VRE
33,850
1D 3.52%
5D 3.04%
Buy Vol. 10,333,400
Sell Vol. 9,114,200
- VIC: Vingroup signed a deposit contract to transfer all remaining shares of The CrownX at the original price of VND 5,538 billion.
FOOD & BEVERAGE
VNM
101,000
1D 2.64%
5D 2.54%
Buy Vol. 8,715,100
Sell Vol. 7,894,500
MSN
92,300
1D -0.22%
5D 7.33%
Buy Vol. 2,774,700
Sell Vol. 5,421,100
SBT
22,900
1D 2.23%
5D 3.39%
Buy Vol. 6,137,300
Sell Vol. 5,963,300
- MSN: MSN will increase capital to reduce debt/EBITDA by 3.5 times. VinCommerce EBITDA started to be positive 1-2% in the first quarter of the year, aiming to make 5% profit by 2025.
OTHERS
BVH
132,500
1D 2.16%
5D 3.43%
Buy Vol. 798,400
Sell Vol. 1,295,500
VJC
132,500
1D 2.16%
5D 3.43%
Buy Vol. 798,400
Sell Vol. 1,295,500
FPT
79,700
1D 2.57%
5D 4.05%
Buy Vol. 4,053,800
Sell Vol. 4,160,300
MWG
134,300
1D 3.55%
5D 4.27%
Buy Vol. 2,471,300
Sell Vol. 1,829,800
PNJ
85,500
1D 1.18%
5D 0.59%
Buy Vol. 971,600
Sell Vol. 825,100
REE
53,900
1D 2.47%
5D 0.94%
Buy Vol. 843,800
Sell Vol. 958,800
SSI
33,950
1D 6.93%
5D 10.23%
Buy Vol. 37,618,000
Sell Vol. 32,050,600
HPG
48,500
1D 3.63%
5D 7.78%
Buy Vol. 51,919,900
Sell Vol. 44,950,000
- FPT: FPT announced to issue 3.9 million shares under the ESOP, equivalent to 0.5% of outstanding shares. ESOP shares have a transfer restriction period within 3 years from the date of issuance.
Market by numbers
TOP MOST TRADED TICKERS (VOLUME - IN MILLION)
FOREIGN NET FLOW 10 NEAREST SESSIONS (BILLION VND)
TOP INCREASES 3 CONSECUTIVE SESSIONS
TOP DECREASES 3 CONSECUTIVE SESSIONS
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