Market Brief 09/04/2021

April 9, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,231.66

1D

-0.26%

YTD

12.02%

VN30

1,253.26

1D

0.12%

YTD

18.41%

HNX

293.79

1D

0.01%

YTD

49.06%

UPCOM

83.01

1D

-0.07%

YTD

12.43%

Net Foreign buy (B)

2,342.93

1D

0.00%

YTD

0.00%

Total trading value (B)

22,039.89

1D

18.15%

YTD

28.49%

- Foreign investors turned to a net buying of nearly 2,343 billion dong in the whole market today. In which, the purchasing power focused mainly on VHM (VND 2,159 billion), VRE (VND 93.5 billion), HPG (VND 66.2 billion) …

ETF & DERIVATIVES

E1VFVN30

21,000

1D

0.48%

YTD

11.70%

FUEMAV30

14,760

1D

-0.14%

YTD

17.80%

FUESSV30

15,600

1D

-0.57%

YTD

17.03%

FUESSV50

18,200

1D

-0.27%

YTD

15.19%

FUESSVFL

17,160

1D

-0.06%

YTD

25.71%

FUEVFVND

20,770

1D

0.58%

YTD

20.76%

FUEVN100

16,150

1D

-0.74%

YTD

15.77%

VN30F2109

1,247

1D

0.69%

YTD

0.00%

VN30F2106

1,250

1D

0.72%

YTD

0.00%

VN30F2105

1,249

1D

0.61%

YTD

0.00%

VN30F2104

1,252

1D

0.70%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,768.06

1D

-0.32%

YTD

8.47%

Shanghai

3,450.68

1D

-0.92%

YTD

1.06%

Kospi

3,131.88

1D

-0.36%

YTD

8.99%

Hang Seng

28,678.00

1D

-0.57%

YTD

5.64%

STI (Singapore)

3,184.54

1D

-0.06%

YTD

10.99%

SET (Thái Lan)

1,566.34

1D

0.48%

YTD

8.07%

Crude oil ($/barrel)

59.62

1D

0.51%

YTD

23.44%

Gold ($/ounce)

1,744.35

1D

-0.14%

YTD

-8.37%

- Asian stocks fell after the S&P 500 set a new high. In Japan, the Nikkei 225 increased by 0.32%. The Chinese market fell from the beginning with the Shanghai Composite down 0.92%. Hong Kong's Hang Seng decreased 0.57%. The South Korea's Kospi decreased by 0.36%.

VIETNAM ECONOMY

Vnibor

0.30%

1D (bps)

1

YTD (bps)

17

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.20%

1D (bps)

-17

YTD (bps)

-2

10 year-Gov. Bond

2.28%

1D (bps)

7

YTD (bps)

25

USD/VND

23,166

1D (bps)

-0.06%

YTD (bps)

-0.05%

EUR/VND

28,139

1D (bps)

-0.28%

YTD (bps)

-3.31%

CNY/VND

3,588

1D (bps)

-0.14%

YTD (bps)

0.42%

- IMF forecasts that Vietnam's economy can achieve a growth rate of 6.5% this year, 0.5 percentage points higher than the world average. This year's unemployment rate is forecast at 2.7%, 0.6 percentage points lower than 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

97,500

Buy Vol.

3,114,200

Sell Vol.

3,475,500

1D chg

-2.50%

5D chg

-0.31%

BID

44,300

Buy Vol.

7,314,600

Sell Vol.

7,063,800

1D chg

-1.12%

5D chg

-1.56%

CTG

42,500

Buy Vol.

24,118,200

Sell Vol.

24,365,700

1D chg

-0.23%

5D chg

2.91%

TCB

41,600

Buy Vol.

16,225,000

Sell Vol.

14,448,300

1D chg

-0.83%

5D chg

0.85%

VPB

47,200

Buy Vol.

11,302,400

Sell Vol.

9,348,300

1D chg

1.07%

5D chg

2.16%

MBB

31,350

Buy Vol.

38,386,900

Sell Vol.

28,965,700

1D chg

0.48%

5D chg

5.91%

HDB

28,000

Buy Vol.

5,506,400

Sell Vol.

10,023,600

1D chg

-0.18%

5D chg

2.75%

TPB

28,800

Buy Vol.

5,330,100

Sell Vol.

7,196,300

1D chg

-0.35%

5D chg

1.77%

STB

22,700

Buy Vol.

61,697,400

Sell Vol.

49,921,500

1D chg

2.25%

5D chg

0.44%

- VPB: Profit before tax in 2021 increases by 28%, wants to offer 15 million treasury shares as ESOP - With the plans to increase capital strongly of many banks, the chart of charter capital this year will have a strong disturbance, especially in the top banks.


Real Estate

NVL

90,000

Buy Vol.

3,494,800

Sell Vol.

3,172,000

1D chg

1.35%

5D chg

9.76%

TCH

26,400

Buy Vol.

38,278,400

Sell Vol.

34,479,200

1D chg

1.54%

5D chg

9.09%

KDH

31,850

Buy Vol.

3,421,500

Sell Vol.

3,533,500

1D chg

1.43%

5D chg

1.76%

PDR

68,600

Buy Vol.

3,265,000

Sell Vol.

3,412,400

1D chg

-0.15%

5D chg

6.19%

- NVL: VietinBank and Novaland have signed a Strategic Cooperation Memorandum to meet the capital needs of individual customers wishing to borrow houses for the projects invested and developed by Novaland.


Oil & Gas

GAS

88,800

Buy Vol.

743,800

Sell Vol.

1,439,800

1D chg

-0.22%

5D chg

-1.66%

POW

13,800

Buy Vol.

22,784,200

Sell Vol.

35,483,500

1D chg

0.00%

5D chg

1.47%

PLX

55,900

Buy Vol.

1,336,600

Sell Vol.

2,166,900

1D chg

0.00%

5D chg

-1.06%

- Closing session 8/4, WTI oil futures rose 17 cents, or 0.28%, to $59.77/barrel.


Vingroup

VIC

124,900

Buy Vol.

2,474,300

Sell Vol.

2,629,200

1D chg

-0.40%

5D chg

1.54%

VHM

98,900

Buy Vol.

3,193,000

Sell Vol.

4,114,400

1D chg

-0.80%

5D chg

-1.79%

VRE

35,000

Buy Vol.

6,816,200

Sell Vol.

11,813,000

1D chg

-0.85%

5D chg

3.40%

- VHM and VRE were both among the top stocks that were bought the most by foreign investors today with the value of VND 2,159 billion and VND 93.54 billion respectively.


Food & Beverage

VNM

99,800

Buy Vol.

4,877,600

Sell Vol.

5,571,600

1D chg

-0.10%

5D chg

-2.82%

MSN

92,100

Buy Vol.

1,625,800

Sell Vol.

2,748,000

1D chg

-0.97%

5D chg

-0.65%

SBT

22,700

Buy Vol.

5,361,500

Sell Vol.

7,418,800

1D chg

0.22%

5D chg

-0.87%

Other

BVH

131,800

Buy Vol.

619,800

Sell Vol.

1,228,300

1D chg

-0.90%

5D chg

-0.38%

VJC

131,800

Buy Vol.

619,800

Sell Vol.

1,228,300

1D chg

-0.90%

5D chg

-0.38%

FPT

82,100

Buy Vol.

7,521,800

Sell Vol.

7,222,600

1D chg

3.14%

5D chg

2.88%

MWG

133,300

Buy Vol.

812,000

Sell Vol.

910,400

1D chg

-0.52%

5D chg

-1.11%

PNJ

90,300

Buy Vol.

1,338,100

Sell Vol.

1,146,900

1D chg

2.03%

5D chg

1.80%

REE

53,500

Buy Vol.

1,472,000

Sell Vol.

1,219,600

1D chg

1.33%

5D chg

-0.37%

SSI

35,250

Buy Vol.

20,199,000

Sell Vol.

23,454,700

1D chg

0.14%

5D chg

2.77%

HPG

49,550

Buy Vol.

31,409,300

Sell Vol.

28,683,500

1D chg

0.41%

5D chg

1.02%

- PNJ: The stock increased by nearly 80% after 8 months, PNJ wanted to issue 15 million shares privately, serving the factory expansion at PNJ Jewelry Processing and Trading Company to increase production capacity, for retail segment. - HPG: Dragon Capital bought 1.2 million HPG shares. This activity caused the HPG share volume owned by the Dragon Capital group increased from 198.7 million to 199.92 million shares, equivalent to an increase of 5.99% to 6.03%.


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