Market Brief 05/04/2021

April 5, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,236.05

1D

0.95%

YTD

12.42%

VN30

1,249.90

1D

0.96%

YTD

18.09%

HNX

291.24

1D

-1.24%

YTD

47.76%

UPCOM

82.84

1D

0.69%

YTD

12.20%

Net Foreign buy (B)

115.87

1D

0.00%

YTD

0.00%

Total trading value (B)

20,463.33

1D

-1.98%

YTD

19.30%

- Foreign investors' trade is a positive point when they net bought nearly 116 billion dong on the whole market and most of their buying power came from the Fubon Vietnam ETF. The stocks that were bought the most by foreign investors included MSN (126.5 billion dong), E1VFVN30 (85.84 billion dong), HPG (76.57 billion dong), and VHM (75.68 billion dong) ...

ETF & DERIVATIVES

E1VFVN30

21,060

1D

1.06%

YTD

12.02%

FUEMAV30

14,600

1D

0.83%

YTD

16.52%

FUESSV30

15,600

1D

1.69%

YTD

17.03%

FUESSV50

18,500

1D

1.09%

YTD

17.09%

FUESSVFL

16,900

1D

0.60%

YTD

23.81%

FUEVFVND

20,500

1D

-0.58%

YTD

19.19%

FUEVN100

16,000

1D

0.00%

YTD

14.70%

VN30F2109

1,252

1D

1.34%

YTD

0.00%

VN30F2106

1,252

1D

1.76%

YTD

0.00%

VN30F2105

1,259

1D

2.23%

YTD

0.00%

VN30F2104

1,257

1D

1.86%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

30,089.25

1D

0.09%

YTD

9.64%

Shanghai

3,484.39

1D

0.00%

YTD

2.05%

Kospi

3,120.83

1D

0.26%

YTD

8.61%

Hang Seng

28,938.74

1D

0.04%

YTD

6.60%

STI (Singapore)

3,209.74

1D

0.88%

YTD

11.87%

SET (Thái Lan)

1,579.66

1D

-1.04%

YTD

8.99%

Crude oil ($/barrel)

60.34

1D

-1.39%

YTD

24.93%

Gold ($/ounce)

1,725.75

1D

-0.22%

YTD

-9.35%

- Asian stocks are mixed, many markets are on holiday. In Japan, the Nikkei 225 increased by 0.09%. South Korea's Kospi Index rose 0.26%. Shares of LG Electronics fell 2.52% after the company announced it was closing its mobile business to focus resources on "growth areas" such as electric vehicle equipment. Mainland China, Hong Kong and Australia markets for a holiday.

VIETNAM ECONOMY

Vnibor

0.26%

1D (bps)

0

YTD (bps)

13

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.19%

1D (bps)

0

YTD (bps)

-3

10 year-Gov. Bond

2.30%

1D (bps)

10

YTD (bps)

27

USD/VND

23,190

1D (bps)

0.06%

YTD (bps)

0.05%

EUR/VND

27,820

1D (bps)

-0.14%

YTD (bps)

-4.41%

CNY/VND

3,586

1D (bps)

0.06%

YTD (bps)

0.36%

- According to statistics from the Ministry of Industry and Trade, the index of industrial production (IIP) in March 2021 is estimated to increase 22.1% over the same period last year. Accordingly, the general index of the whole Q1/2021 is estimated to increase by 5.7% over the same period in 2020.

EVENT CALENDAR

By Ex-right date

M
T
W
T
F
S
S
10
11
12
13
14
15
16
Thu, 05/13/21

No event for this day

No event for this day

No event for this day

No event for this day

No event for this day

No event for this day

No event for this day

SELECTED NEWS

VN30

Bank

VCB

102,000

Buy Vol.

6,547,800

Sell Vol.

6,190,700

1D chg

4.29%

5D chg

7.03%

BID

45,550

Buy Vol.

10,417,600

Sell Vol.

11,383,000

1D chg

1.22%

5D chg

7.05%

CTG

42,000

Buy Vol.

24,979,700

Sell Vol.

30,745,300

1D chg

1.69%

5D chg

5.00%

TCB

41,500

Buy Vol.

16,207,500

Sell Vol.

23,225,900

1D chg

0.61%

5D chg

4.93%

VPB

46,450

Buy Vol.

4,457,600

Sell Vol.

5,624,000

1D chg

0.54%

5D chg

4.38%

MBB

30,400

Buy Vol.

57,586,800

Sell Vol.

49,435,300

1D chg

2.70%

5D chg

7.61%

HDB

27,650

Buy Vol.

8,807,200

Sell Vol.

15,461,000

1D chg

1.47%

5D chg

6.35%

TPB

28,400

Buy Vol.

5,567,700

Sell Vol.

8,723,000

1D chg

0.35%

5D chg

3.65%

STB

23,150

Buy Vol.

80,439,300

Sell Vol.

85,563,800

1D chg

2.43%

5D chg

20.57%

- TCB: Techcombank expects 2021 consolidated pre-tax profit to reach about 19,800 billion dong, up by 25% YoY and the highest ever. - VCB: Vietcombank expects 7,000 billion dong profit in Q1, credit growth of 3.7%


Real Estate

NVL

85,500

Buy Vol.

5,948,800

Sell Vol.

7,256,800

1D chg

4.27%

5D chg

6.88%

TCH

24,550

Buy Vol.

26,938,300

Sell Vol.

23,747,900

1D chg

1.45%

5D chg

9.60%

KDH

30,700

Buy Vol.

3,225,100

Sell Vol.

4,334,800

1D chg

-1.92%

5D chg

0.99%

PDR

68,000

Buy Vol.

5,296,400

Sell Vol.

5,229,900

1D chg

5.26%

5D chg

9.68%

- NVL: In the past 2020, NVL focused on implementing Phase 2 strategy with successively introducing new subdivisions of "Smart Eco City" in Dong Nai, Dong Thap, Ba Ria - Vung Tau, Binh Thuan, Khanh Hoa …


Oil & Gas

GAS

89,400

Buy Vol.

1,024,800

Sell Vol.

4,851,300

1D chg

-1.00%

5D chg

-0.11%

POW

13,650

Buy Vol.

23,235,400

Sell Vol.

41,731,700

1D chg

0.37%

5D chg

4.20%

PLX

55,900

Buy Vol.

2,518,600

Sell Vol.

4,716,600

1D chg

-1.06%

5D chg

0.54%

- GAS: PV Gas expects Q1 profit of 2,234 billion dong, completing the restructuring plan and submitting it to PVN


Vingroup

VIC

124,300

Buy Vol.

3,235,800

Sell Vol.

4,567,700

1D chg

1.06%

5D chg

10.20%

VHM

101,700

Buy Vol.

3,962,800

Sell Vol.

6,890,500

1D chg

0.99%

5D chg

5.72%

VRE

34,500

Buy Vol.

11,469,600

Sell Vol.

19,559,500

1D chg

1.92%

5D chg

4.39%

- VHM: VHM is in the top foreign net buying session today with a value of 77.68 billion dong.


Food & Beverage

VNM

102,600

Buy Vol.

4,239,600

Sell Vol.

8,120,100

1D chg

-0.10%

5D chg

3.64%

MSN

93,000

Buy Vol.

3,117,600

Sell Vol.

12,079,400

1D chg

0.32%

5D chg

8.01%

SBT

22,700

Buy Vol.

4,380,300

Sell Vol.

8,549,400

1D chg

-0.87%

5D chg

2.95%

- VNM: Overcoming 500 Vietnamese Dream stores, Vinamilk increases the shopping experience for consumers


Other

BVH

132,300

Buy Vol.

665,600

Sell Vol.

1,315,900

1D chg

0.00%

5D chg

0.53%

VJC

132,300

Buy Vol.

665,600

Sell Vol.

1,315,900

1D chg

0.00%

5D chg

0.53%

FPT

79,600

Buy Vol.

2,265,100

Sell Vol.

3,857,400

1D chg

-0.25%

5D chg

2.58%

MWG

134,100

Buy Vol.

673,500

Sell Vol.

1,085,600

1D chg

-0.52%

5D chg

3.07%

PNJ

88,800

Buy Vol.

759,300

Sell Vol.

1,094,000

1D chg

0.11%

5D chg

4.47%

REE

53,600

Buy Vol.

826,200

Sell Vol.

1,083,200

1D chg

-0.19%

5D chg

-1.29%

SSI

35,000

Buy Vol.

34,039,300

Sell Vol.

38,562,600

1D chg

2.04%

5D chg

11.46%

HPG

49,300

Buy Vol.

26,473,900

Sell Vol.

31,776,700

1D chg

0.51%

5D chg

6.48%

- MWG: ROA, ROE of MWG fell for the 6th year consensus due to MWG's network expansion period, with a chain of department stores still losing money.


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