Market Brief 06/04/2021

April 6, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,239.96

1D

0.32%

YTD

12.78%

VN30

1,255.36

1D

0.44%

YTD

18.61%

HNX

291.68

1D

0.15%

YTD

47.99%

UPCOM

82.60

1D

-0.29%

YTD

11.88%

Net Foreign buy (B)

-58.35

1D

0.00%

YTD

0.00%

Total trading value (B)

21,612.35

1D

5.62%

YTD

26.00%

- Session 6/4: Foreign investors turned to be net sellers, VN-Index struggled before the threshold of 1,240 points. After 3 consecutive net buying sessions, foreign investors turned to a net selling with the value of 58.35 billion dong.

ETF & DERIVATIVES

E1VFVN30

21,040

1D

-0.09%

YTD

11.91%

FUEMAV30

14,680

1D

0.55%

YTD

17.16%

FUESSV30

15,640

1D

0.26%

YTD

17.33%

FUESSV50

18,500

1D

0.00%

YTD

17.09%

FUESSVFL

17,240

1D

2.01%

YTD

26.30%

FUEVFVND

20,560

1D

0.29%

YTD

19.53%

FUEVN100

16,260

1D

1.63%

YTD

16.56%

VN30F2109

1,248

1D

-0.30%

YTD

0.00%

VN30F2106

1,251

1D

-0.13%

YTD

0.00%

VN30F2105

1,250

1D

-0.75%

YTD

0.00%

VN30F2104

1,252

1D

-0.39%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,696.63

1D

-1.07%

YTD

8.21%

Shanghai

3,482.97

1D

-0.04%

YTD

2.01%

Kospi

3,127.08

1D

0.20%

YTD

8.83%

Hang Seng

28,938.74

1D

0.00%

YTD

6.60%

STI (Singapore)

3,207.63

1D

-0.07%

YTD

11.79%

SET (Thái Lan)

1,579.66

1D

0.00%

YTD

8.99%

Crude oil ($/barrel)

59.53

1D

0.20%

YTD

23.25%

Gold ($/ounce)

1,732.45

1D

-0.19%

YTD

-8.99%

- Asian stocks were mixed, Australia made interest rate policy. In Japan, the Nikkei 225 decreased by 1.07%. Chinese market went down from the beginning with Shanghai Composite down 0.07%, Shenzhen Component down 0.05%. The Hong Kong market is on holiday. The South Korea's Kospi increased by 0.04%.

VIETNAM ECONOMY

Vnibor

0.25%

1D (bps)

-1

YTD (bps)

12

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.33%

1D (bps)

14

YTD (bps)

11

10 year-Gov. Bond

2.18%

1D (bps)

-12

YTD (bps)

15

USD/VND

23,190

1D (bps)

0.02%

YTD (bps)

0.05%

EUR/VND

27,976

1D (bps)

-0.02%

YTD (bps)

-3.87%

CNY/VND

3,594

1D (bps)

0.25%

YTD (bps)

0.59%

- The Ministry of Industry and Trade is directing the Electricity - Renewable Energy Department to coordinate with agencies, units and international organizations such as the WB and ADB to find the bidding mechanism for renewable energy development to be applied after 2021. Investors will be selected in the form of bidding and the investor will set the lowest selling price for electricity from renewable energy projects.

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

101,900

Buy Vol.

3,263,100

Sell Vol.

3,995,900

1D chg

-0.10%

5D chg

7.49%

BID

45,750

Buy Vol.

8,324,400

Sell Vol.

8,578,200

1D chg

0.44%

5D chg

6.77%

CTG

43,000

Buy Vol.

45,284,900

Sell Vol.

35,507,400

1D chg

2.38%

5D chg

6.44%

TCB

42,200

Buy Vol.

28,599,400

Sell Vol.

27,746,400

1D chg

1.69%

5D chg

5.37%

VPB

46,450

Buy Vol.

6,249,400

Sell Vol.

7,653,400

1D chg

0.00%

5D chg

3.34%

MBB

31,400

Buy Vol.

76,554,400

Sell Vol.

56,801,600

1D chg

3.29%

5D chg

10.95%

HDB

27,600

Buy Vol.

8,130,500

Sell Vol.

10,823,900

1D chg

-0.18%

5D chg

5.34%

TPB

28,150

Buy Vol.

8,936,400

Sell Vol.

10,707,200

1D chg

-0.88%

5D chg

1.26%

STB

22,750

Buy Vol.

70,817,000

Sell Vol.

92,490,500

1D chg

-1.73%

5D chg

10.98%

- MBB: In Q1, consolidated bank's profit was estimated at over 4,570 billion dong, 2.1 times higher than the same period in 2020. The profit of the single bank was also 2 times higher than the same period, reaching 4,100. billion VND, the number of new customers is approximately 60% of the whole year 2020


Real Estate

NVL

86,800

Buy Vol.

4,549,000

Sell Vol.

6,026,600

1D chg

1.52%

5D chg

7.56%

TCH

25,900

Buy Vol.

20,117,400

Sell Vol.

16,526,300

1D chg

5.50%

5D chg

13.60%

KDH

30,950

Buy Vol.

3,056,800

Sell Vol.

3,184,100

1D chg

0.81%

5D chg

1.81%

PDR

67,800

Buy Vol.

3,757,700

Sell Vol.

3,999,600

1D chg

-0.29%

5D chg

9.71%

- KDH: Used more than 1,403 billion VND from the issuance of nearly 93.6 million shares to existing shareholders in 2017 to invest in 2 projects: Phu Huu Ward Residential Area District 9, District Housing Project 2, HCMC


Oil & Gas

GAS

89,700

Buy Vol.

1,398,200

Sell Vol.

3,177,200

1D chg

0.34%

5D chg

0.11%

POW

13,450

Buy Vol.

23,310,400

Sell Vol.

35,016,500

1D chg

-1.47%

5D chg

1.89%

PLX

55,800

Buy Vol.

2,120,800

Sell Vol.

2,318,800

1D chg

-0.18%

5D chg

0.54%

- Closing the session on April 5, Brent and WTI both dropped. Brent oil futures fell 4.8%, to $61.78/barrel. WTI oil futures price fell 5.2%, to $58.24/barrel


Vingroup

VIC

127,000

Buy Vol.

3,448,500

Sell Vol.

3,207,400

1D chg

2.17%

5D chg

8.55%

VHM

101,700

Buy Vol.

3,032,100

Sell Vol.

5,382,600

1D chg

0.00%

5D chg

5.61%

VRE

35,000

Buy Vol.

15,168,100

Sell Vol.

18,088,100

1D chg

1.45%

5D chg

7.36%

- All 3 stocks of Vingroup were net bought by foreign investors today, with the highest value belonged to VIC with more than 140 billion dong.


Food & Beverage

VNM

101,500

Buy Vol.

5,100,800

Sell Vol.

7,274,300

1D chg

-1.07%

5D chg

2.32%

MSN

91,900

Buy Vol.

2,342,700

Sell Vol.

6,375,800

1D chg

-1.18%

5D chg

3.84%

SBT

22,500

Buy Vol.

3,785,900

Sell Vol.

6,442,900

1D chg

-0.88%

5D chg

1.35%

- MSN: SK Group revealed that an investment branch in Southeast Asia has signed an agreement to buy 16.3% shares in VinCommerce for $ 410 million.


Other

BVH

133,000

Buy Vol.

687,300

Sell Vol.

1,134,500

1D chg

0.53%

5D chg

1.06%

VJC

133,000

Buy Vol.

687,300

Sell Vol.

1,134,500

1D chg

0.53%

5D chg

1.06%

FPT

79,400

Buy Vol.

2,589,300

Sell Vol.

3,462,900

1D chg

-0.25%

5D chg

2.98%

MWG

133,300

Buy Vol.

1,588,200

Sell Vol.

1,997,100

1D chg

-0.60%

5D chg

3.01%

PNJ

89,000

Buy Vol.

689,300

Sell Vol.

904,500

1D chg

0.23%

5D chg

5.33%

REE

53,300

Buy Vol.

716,800

Sell Vol.

1,107,700

1D chg

-0.56%

5D chg

0.19%

SSI

35,000

Buy Vol.

29,494,800

Sell Vol.

33,253,400

1D chg

0.00%

5D chg

10.06%

HPG

49,400

Buy Vol.

25,776,500

Sell Vol.

26,953,400

1D chg

0.20%

5D chg

6.35%

- HPG: announced sales volume of over 1 million tons of steel products, including steel billets, construction steel, hot rolled coil (HRC), steel pipes and galvanized steel in March, sharply increased compared to same period last year and last month. This is the record sales in 1 month of Hoa Phat ever.


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