Market Brief 08/04/2021

April 8, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,234.89

1D

-0.60%

YTD

12.31%

VN30

1,251.81

1D

-0.47%

YTD

18.27%

HNX

293.75

1D

0.31%

YTD

49.04%

UPCOM

83.07

1D

0.62%

YTD

12.52%

Net Foreign buy (B)

16.57

1D

0.00%

YTD

0.00%

Total trading value (B)

18,654.87

1D

-7.72%

YTD

8.75%

- Foreigners were net sellers on HoSE on April 8, VRE was gathered strongly. On HOSE, foreign investors reduced their net selling value from 81.4% to 10.8 billion dong compared to the previous session. However, in terms of volume, they net bought 179,000 shares.

ETF & DERIVATIVES

E1VFVN30

20,900

1D

-0.99%

YTD

11.17%

FUEMAV30

14,780

1D

-0.07%

YTD

17.96%

FUESSV30

15,690

1D

0.58%

YTD

17.70%

FUESSV50

18,250

1D

-0.27%

YTD

15.51%

FUESSVFL

17,170

1D

-0.46%

YTD

25.79%

FUEVFVND

20,650

1D

0.19%

YTD

20.06%

FUEVN100

16,270

1D

-0.12%

YTD

16.63%

VN30F2109

1,239

1D

-0.89%

YTD

0.00%

VN30F2106

1,241

1D

-0.58%

YTD

0.00%

VN30F2105

1,242

1D

-0.74%

YTD

0.00%

VN30F2104

1,243

1D

-0.70%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,708.98

1D

0.21%

YTD

8.25%

Shanghai

3,482.55

1D

0.08%

YTD

1.99%

Kospi

3,143.26

1D

0.19%

YTD

9.39%

Hang Seng

29,016.37

1D

0.84%

YTD

6.89%

STI (Singapore)

3,186.40

1D

-0.29%

YTD

11.05%

SET (Thái Lan)

1,558.83

1D

0.15%

YTD

7.55%

Crude oil ($/barrel)

59.32

1D

-0.03%

YTD

22.82%

Gold ($/ounce)

1,746.75

1D

0.55%

YTD

-8.24%

- Fed on April 7 announced the minutes of its March policy meeting, reaffirming the maintenance of a supportive monetary policy. Asian stocks mostly increased, Hong Kong market rose 0.84%. China market increased with Shanghai Composite up 0.08%, Shenzhen Component up 0.08%. In Japan, the Nikkei 225 increased by 0.21%. South Korea's Kospi Index rose 0.19%.

VIETNAM ECONOMY

Vnibor

0.29%

1D (bps)

0

YTD (bps)

16

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.37%

1D (bps)

-1

YTD (bps)

15

10 year-Gov. Bond

2.21%

1D (bps)

-2

YTD (bps)

18

USD/VND

23,180

1D (bps)

-0.02%

YTD (bps)

0.01%

EUR/VND

28,097

1D (bps)

0.00%

YTD (bps)

-3.46%

CNY/VND

3,594

1D (bps)

-0.11%

YTD (bps)

0.59%

- Despite trying to boost credit, at the end of Q1 showed that the total credit balance in Hanoi was only 2.22 million billion dong. That means only 0.1% increase over the previous month and 0.7% compared to the end of 2020. Meanwhile, the overall credit growth rate of the whole economy in the first quarter of the year reached 2.04%. . Thus, credit growth in Hanoi is much slower than the overall credit growth rate of the whole country.

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

100,000

Buy Vol.

2,173,200

Sell Vol.

3,221,300

1D chg

-1.86%

5D chg

3.20%

BID

44,800

Buy Vol.

6,334,400

Sell Vol.

8,122,000

1D chg

-1.65%

5D chg

1.93%

CTG

42,600

Buy Vol.

19,091,100

Sell Vol.

24,354,900

1D chg

-0.93%

5D chg

3.78%

TCB

41,950

Buy Vol.

12,833,500

Sell Vol.

18,258,500

1D chg

-0.59%

5D chg

2.32%

VPB

46,700

Buy Vol.

7,341,900

Sell Vol.

9,430,900

1D chg

0.43%

5D chg

1.74%

MBB

31,200

Buy Vol.

39,309,100

Sell Vol.

53,758,800

1D chg

-1.89%

5D chg

6.85%

HDB

28,050

Buy Vol.

10,098,200

Sell Vol.

15,525,700

1D chg

1.08%

5D chg

4.66%

TPB

28,900

Buy Vol.

7,424,700

Sell Vol.

10,869,400

1D chg

0.35%

5D chg

3.21%

STB

22,200

Buy Vol.

60,287,000

Sell Vol.

58,025,400

1D chg

-0.45%

5D chg

2.78%

- TPB: Proposed a plan to grow 25% of profit before tax compared to 2020; retain all undistributed profits for business expansion. - STB: Kienlongbank has finished selling 176 million shares of STB


Real Estate

NVL

88,800

Buy Vol.

3,783,100

Sell Vol.

4,556,000

1D chg

0.79%

5D chg

8.56%

TCH

26,000

Buy Vol.

11,562,100

Sell Vol.

20,749,800

1D chg

-1.52%

5D chg

7.22%

KDH

31,400

Buy Vol.

6,482,700

Sell Vol.

5,776,800

1D chg

1.78%

5D chg

1.29%

PDR

68,700

Buy Vol.

3,449,200

Sell Vol.

3,457,500

1D chg

0.00%

5D chg

8.70%

- PDR: On April 14, 2021, officially traded more than 36.6 million additional listed shares due to dividend payment to existing shareholders.


Oil & Gas

GAS

89,000

Buy Vol.

901,800

Sell Vol.

1,797,300

1D chg

-0.11%

5D chg

-1.77%

POW

13,800

Buy Vol.

24,092,700

Sell Vol.

46,102,000

1D chg

-1.08%

5D chg

1.10%

PLX

55,900

Buy Vol.

1,525,800

Sell Vol.

2,104,500

1D chg

0.18%

5D chg

-0.71%

- POW: After the audit, POW's consolidated profit after tax in 2020 reached VND 2,663 billion, an increase of more than VND 169 billion compared to the self-contained report.


Vingroup

VIC

125,400

Buy Vol.

1,902,300

Sell Vol.

2,789,700

1D chg

-1.80%

5D chg

1.95%

VHM

99,700

Buy Vol.

2,312,900

Sell Vol.

3,317,100

1D chg

-0.80%

5D chg

0.71%

VRE

35,300

Buy Vol.

8,720,500

Sell Vol.

15,512,500

1D chg

-0.28%

5D chg

4.28%

- VRE: Topped the list of stocks that were net bought by foreign investors today with a value of 72 billion dong.


Food & Beverage

VNM

99,900

Buy Vol.

5,698,500

Sell Vol.

6,089,400

1D chg

-0.20%

5D chg

-1.09%

MSN

93,000

Buy Vol.

1,576,600

Sell Vol.

2,811,500

1D chg

-0.85%

5D chg

0.76%

SBT

22,650

Buy Vol.

3,192,300

Sell Vol.

6,436,400

1D chg

-0.22%

5D chg

-1.09%

- VNM: Ms. Nguyen Thi Tham has just resigned from the Board of Directors of Vinamilk


Other

BVH

133,000

Buy Vol.

634,100

Sell Vol.

1,105,400

1D chg

0.00%

5D chg

0.38%

VJC

133,000

Buy Vol.

634,100

Sell Vol.

1,105,400

1D chg

0.00%

5D chg

0.38%

FPT

79,600

Buy Vol.

2,403,300

Sell Vol.

4,025,200

1D chg

0.00%

5D chg

-0.13%

MWG

134,000

Buy Vol.

863,700

Sell Vol.

823,000

1D chg

-0.37%

5D chg

-0.22%

PNJ

88,500

Buy Vol.

753,800

Sell Vol.

776,100

1D chg

0.00%

5D chg

3.51%

REE

52,800

Buy Vol.

634,600

Sell Vol.

1,142,700

1D chg

-0.94%

5D chg

-2.04%

SSI

35,200

Buy Vol.

17,936,000

Sell Vol.

25,900,200

1D chg

-0.42%

5D chg

3.68%

HPG

49,350

Buy Vol.

21,338,700

Sell Vol.

20,493,200

1D chg

-0.20%

5D chg

1.75%

- SSI: Listed nearly 46.9 million additional shares from April 9, 2021 due to the issuance of shares to convert bonds. - PNJ: Will submit to the AGM on private placement to increase charter capital in 2021 in the next meeting. - FPT: FPT sets a plan for 2021 to reach 6,210b dong of pre-tax profit, an increase of 18% compared to the implementation in 2020. It is expected that first quarter revenue will reach 7,500b dong and profit of 1,400 billion dong.


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