Morning Brief 05/04/2021

GLOBAL MARKET

DJI

33,153.21

1D

0.00%

YTD

9.02%

S&P500

4,019.87

1D

0.00%

YTD

7.71%

NASDAQ

13,480.11

1D

0.00%

YTD

4.74%

VIX

17.33

1D

0.00%

YTD

FTSE 100

6,737.30

1D

0.00%

YTD

2.77%

DAX

15,107.17

1D

0.00%

YTD

10.12%

CAC40

6,102.96

1D

0.00%

YTD

8.99%

Crude oil ($/barrel)

61.19

1D

-0.18%

YTD

26.69%

Gold ($/ounce)

1,729.55

1D

-0.05%

YTD

-9.15%

- On March 26, Deutsche Bank sold $4billion in shares related to Archegos Capital Management - a company at the center of the biggest call margin in history - in a separate agreement. Thanks to that, the big investment bank did not seem to be affected much from Archegos's call margin, while his rivals lost billions of dollars.

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)

-13

YTD (bps)

-3

10 year-Gov. Bond

2.20%

1D (bps)

5

YTD (bps)

17

USD/VND

23,175

1D (bps)

0.00%

YTD (bps)

-0.01%

EUR/VND

27,858

1D (bps)

-0.07%

YTD (bps)

-4.28%

CNY/VND

3,584

1D (bps)

-0.03%

YTD (bps)

0.31%

- GDP growth over the same period will peak in the second quarter of 2021 and then normalize from the second half of 2021, reaching 6-6.5% in both 2021 and 7% in 2022. More dynamic will make demand for credit increase stronger, inflation will also increase higher in the second half of 2021 but not worrying because monetary policy of Vietnam is still very cautious and highly stable.

VIETNAM STOCK MARKET

VN-INDEX

1,224.45

1D

0.69%

YTD

11.37%

VN30

1,238.03

1D

0.97%

YTD

16.97%

HNX

294.89

1D

0.85%

YTD

49.61%

UPCOM

82.27

1D

0.69%

YTD

11.43%

Net Foreign buy (B)

718.12

1D

YTD

Total trading value (B)

20,876.65

1D

-1.58%

YTD

21.71%

- In March 2021, the total trading value of foreign investors reached nearly 69 trillion dong, accounting for 9.7% of the total trading value of the whole market. Foreign investors made a net sale with a value of more than 12.25 trillion dong.

VN30F1M & VN30



VN30 (12M)



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