Market Brief 07/04/2021

April 7, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,242.38

1D

0.20%

YTD

13.00%

VN30

1,257.77

1D

0.19%

YTD

18.84%

HNX

292.84

1D

0.40%

YTD

48.57%

UPCOM

82.56

1D

-0.05%

YTD

11.82%

Net Foreign buy (B)

-84.51

1D

0.00%

YTD

0.00%

Total trading value (B)

20,215.32

1D

-6.46%

YTD

17.85%

- Foreign investors saw a negative trade when they bought 34.7 million shares, worth 1,398 billion VND, while sold out 35.9 million shares, worth 1,485 billion VND. The total net selling volume was 1.25 million shares, equivalent to a net selling value of 84.1 billion dong. CTG and VNM were still sold strongly.

ETF & DERIVATIVES

E1VFVN30

21,110

1D

0.33%

YTD

12.29%

FUEMAV30

14,790

1D

0.75%

YTD

18.04%

FUESSV30

15,600

1D

-0.26%

YTD

17.03%

FUESSV50

18,300

1D

-1.08%

YTD

15.82%

FUESSVFL

17,250

1D

0.06%

YTD

26.37%

FUEVFVND

20,610

1D

0.24%

YTD

19.83%

FUEVN100

16,290

1D

0.18%

YTD

16.77%

VN30F2109

0

1D

-100.00%

YTD

0.00%

VN30F2106

1,248

1D

-0.19%

YTD

0.00%

VN30F2105

1,251

1D

0.07%

YTD

0.00%

VN30F2104

1,252

1D

-0.01%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,730.79

1D

0.03%

YTD

8.33%

Shanghai

3,479.63

1D

-0.10%

YTD

1.91%

Kospi

3,137.41

1D

0.33%

YTD

9.19%

Hang Seng

28,578.62

1D

-1.37%

YTD

5.27%

STI (Singapore)

3,195.76

1D

-0.37%

YTD

11.38%

SET (Thái Lan)

1,556.56

1D

-1.46%

YTD

7.40%

Crude oil ($/barrel)

59.81

1D

0.49%

YTD

23.83%

Gold ($/ounce)

1,739.85

1D

-0.05%

YTD

-8.60%

- IMF adjusted the forecast of the world economy, Asia stocks were mixed. In Japan, the Nikkei 225 increased by 0.03%. Chinese market went down with Shanghai Composite down 0.1%, Shenzhen Component down 0.74%. Hong Kong's Hang Seng decreased by 1.37%. South Korea's Kospi increased by 0.33%. Shares of Samsung Electronics fell 0.47% after the chip and smartphone maker released its first-quarter earnings forecast.

VIETNAM ECONOMY

Vnibor

0.29%

1D (bps)

4

YTD (bps)

16

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.38%

1D (bps)

5

YTD (bps)

16

10 year-Gov. Bond

2.23%

1D (bps)

5

YTD (bps)

20

USD/VND

23,188

1D (bps)

-0.01%

YTD (bps)

0.04%

EUR/VND

28,147

1D (bps)

0.05%

YTD (bps)

-3.28%

CNY/VND

3,598

1D (bps)

-0.08%

YTD (bps)

0.70%

- In 2021, Nghe An plans to complete the construction of 21 traffic projects with a total investment of more than 1,091 billion VND. After 2021, 42 traffic works are expected to be put into operation with a total investment of nearly 10,000 billion VND.

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.

1,925,500

Sell Vol.

2,137,800

1D chg

0.00%

5D chg

7.49%

BID

45,550

Buy Vol.

5,420,100

Sell Vol.

5,272,800

1D chg

-0.44%

5D chg

6.05%

CTG

43,000

Buy Vol.

22,159,900

Sell Vol.

22,464,100

1D chg

0.00%

5D chg

7.10%

TCB

42,200

Buy Vol.

13,306,900

Sell Vol.

16,862,500

1D chg

0.00%

5D chg

4.46%

VPB

46,500

Buy Vol.

7,559,300

Sell Vol.

7,149,100

1D chg

0.11%

5D chg

4.14%

MBB

31,800

Buy Vol.

49,062,900

Sell Vol.

46,603,700

1D chg

1.27%

5D chg

12.97%

HDB

27,750

Buy Vol.

7,539,800

Sell Vol.

8,326,600

1D chg

0.54%

5D chg

5.11%

TPB

28,800

Buy Vol.

15,100,300

Sell Vol.

15,722,900

1D chg

2.31%

5D chg

3.41%

STB

22,300

Buy Vol.

89,022,100

Sell Vol.

87,103,200

1D chg

-1.98%

5D chg

3.96%

- HDB: HDBank estimated first quarter profit was over 2,000 billion dong, up 67%, income from services doubled - MBB: MB plans a profit of 13,200 billion dong this year, pays 35% dividend and continues to sell capital to Viettel to increase capital to nearly 39,000 billion.


Real Estate

NVL

88,100

Buy Vol.

5,193,500

Sell Vol.

4,506,400

1D chg

1.50%

5D chg

9.44%

TCH

26,400

Buy Vol.

17,331,900

Sell Vol.

22,262,700

1D chg

1.93%

5D chg

15.28%

KDH

30,850

Buy Vol.

2,380,500

Sell Vol.

2,749,700

1D chg

-0.32%

5D chg

1.31%

PDR

68,700

Buy Vol.

4,124,900

Sell Vol.

3,949,500

1D chg

1.33%

5D chg

10.81%

- NVL: Novaland spent nearly 1 billion USD to acquire Dong Nai land, in 2020 alone, the buying/selling value of real estate companies reached 19,433 billion VND.


Oil & Gas

GAS

89,100

Buy Vol.

1,669,300

Sell Vol.

2,666,700

1D chg

-0.67%

5D chg

-0.67%

POW

13,950

Buy Vol.

42,258,600

Sell Vol.

45,384,200

1D chg

3.72%

5D chg

5.68%

PLX

55,800

Buy Vol.

1,966,200

Sell Vol.

2,029,000

1D chg

0.00%

5D chg

1.27%

- PLX: Petrolimex sets a target of 3,360 billion dong of profit, determined to divest PG Bank this year. Expected to pay dividend of 1,200 dong/share in 2020


Vingroup

VIC

127,700

Buy Vol.

3,131,200

Sell Vol.

2,573,500

1D chg

0.55%

5D chg

8.31%

VHM

100,500

Buy Vol.

3,638,700

Sell Vol.

4,253,400

1D chg

-1.18%

5D chg

3.29%

VRE

35,400

Buy Vol.

11,519,000

Sell Vol.

14,314,900

1D chg

1.14%

5D chg

8.26%

-


Food & Beverage

VNM

100,100

Buy Vol.

5,602,100

Sell Vol.

6,126,100

1D chg

-1.38%

5D chg

1.73%

MSN

93,800

Buy Vol.

2,841,700

Sell Vol.

3,411,600

1D chg

2.07%

5D chg

1.41%

SBT

22,700

Buy Vol.

5,639,900

Sell Vol.

5,693,400

1D chg

0.89%

5D chg

1.34%

- VNM: Vinamilk sets profit target of 11,240 billion dong, about to pay dividend of 1,100 dong/share


Other

BVH

133,000

Buy Vol.

662,900

Sell Vol.

1,082,100

1D chg

0.00%

5D chg

2.54%

VJC

133,000

Buy Vol.

662,900

Sell Vol.

1,082,100

1D chg

0.00%

5D chg

2.54%

FPT

79,600

Buy Vol.

2,609,100

Sell Vol.

2,532,800

1D chg

0.25%

5D chg

2.45%

MWG

134,500

Buy Vol.

872,200

Sell Vol.

668,200

1D chg

0.90%

5D chg

3.70%

PNJ

88,500

Buy Vol.

836,300

Sell Vol.

832,200

1D chg

-0.56%

5D chg

4.73%

REE

53,300

Buy Vol.

996,000

Sell Vol.

615,300

1D chg

0.00%

5D chg

1.33%

SSI

35,350

Buy Vol.

27,610,800

Sell Vol.

24,675,800

1D chg

1.00%

5D chg

11.34%

HPG

49,450

Buy Vol.

26,405,100

Sell Vol.

25,041,100

1D chg

0.10%

5D chg

5.66%

- HPG: In 2020, Hoa Phat Group enjoys preferential corporate income tax of VND 1,217 billion, 3.3 times higher than the previous year. The payable tax amount is VND 1,851 billion, an increase of 22%.


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