Market Brief 12/04/2021

April 12, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,252.45

1D

1.69%

YTD

13.91%

VN30

1,278.19

1D

1.99%

YTD

20.77%

HNX

295.53

1D

0.59%

YTD

49.94%

UPCOM

84.10

1D

1.31%

YTD

13.91%

Net Foreign buy (B)

-47.01

1D

0.00%

YTD

0.00%

Total trading value (B)

25,677.64

1D

18.01%

YTD

49.70%

- Foreign investors' trade is negativepoint they continue to net sell more than 47 billion dong on the whole market, the selling force focuses on stocks like VPB (-96.8 billion dong), VCB (-90.8 billion dong). , GAS (-85.2 billion), CTG (-77.3 billion) ...

ETF & DERIVATIVES

E1VFVN30

21,470

1D

2.24%

YTD

14.20%

FUEMAV30

14,820

1D

0.41%

YTD

18.28%

FUESSV30

15,900

1D

1.92%

YTD

19.28%

FUESSV50

18,700

1D

2.75%

YTD

18.35%

FUESSVFL

17,510

1D

2.04%

YTD

28.28%

FUEVFVND

21,110

1D

1.64%

YTD

22.73%

FUEVN100

16,280

1D

0.80%

YTD

16.70%

VN30F2109

1,273

1D

2.12%

YTD

0.00%

VN30F2106

1,272

1D

1.80%

YTD

0.00%

VN30F2105

1,273

1D

1.87%

YTD

0.00%

VN30F2104

1,275

1D

1.81%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,538.73

1D

-0.77%

YTD

7.63%

Shanghai

3,412.95

1D

-1.09%

YTD

-0.04%

Kospi

3,135.59

1D

0.12%

YTD

9.12%

Hang Seng

28,396.00

1D

-0.98%

YTD

4.60%

STI (Singapore)

3,173.93

1D

-0.33%

YTD

10.62%

SET (Thái Lan)

1,541.12

1D

-1.61%

YTD

6.33%

Crude oil ($/barrel)

59.98

1D

0.60%

YTD

24.18%

Gold ($/ounce)

1,741.80

1D

-0.15%

YTD

-8.50%

- Asian stocks were mixed, Alibaba shares surged after being fined a record. In Japan, the Nikkei 225 decreased by 0.77%. Chinese market went down with Shanghai Composite down 1.09%. Hong Kong's Hang Seng decreased by 0.98%. The South Korea's Kospi increased by 0.12%.

VIETNAM ECONOMY

Vnibor

0.31%

1D (bps)

1

YTD (bps)

18

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.34%

1D (bps)

14

YTD (bps)

12

10 year-Gov. Bond

2.14%

1D (bps)

-14

YTD (bps)

11

USD/VND

23,168

1D (bps)

0.01%

YTD (bps)

-0.04%

EUR/VND

28,171

1D (bps)

0.11%

YTD (bps)

-3.20%

CNY/VND

3,594

1D (bps)

0.17%

YTD (bps)

0.59%

- Data from the General Statistics Office showed that as of March 19, money supply growth of the whole market was estimated at 1.5% and capital mobilization growth was only 0.54% compared to the end of last year. Low savings interest rates have caused cash flow to shift to investment channels other than deposits such as real estate, securities ...

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

98,900

Buy Vol.

4,237,800

Sell Vol.

4,020,800

1D chg

1.44%

5D chg

-3.04%

BID

44,750

Buy Vol.

8,798,600

Sell Vol.

7,679,700

1D chg

1.02%

5D chg

-1.76%

CTG

43,200

Buy Vol.

23,388,700

Sell Vol.

21,767,300

1D chg

1.65%

5D chg

2.86%

TCB

42,150

Buy Vol.

25,072,500

Sell Vol.

24,762,400

1D chg

1.32%

5D chg

1.57%

VPB

49,000

Buy Vol.

20,524,800

Sell Vol.

16,395,300

1D chg

3.81%

5D chg

5.49%

MBB

31,650

Buy Vol.

29,759,600

Sell Vol.

28,799,300

1D chg

0.96%

5D chg

4.11%

HDB

27,900

Buy Vol.

16,759,200

Sell Vol.

18,421,800

1D chg

-0.36%

5D chg

0.90%

TPB

29,150

Buy Vol.

12,043,200

Sell Vol.

13,591,300

1D chg

1.22%

5D chg

2.64%

STB

23,450

Buy Vol.

89,767,100

Sell Vol.

83,814,200

1D chg

3.30%

5D chg

1.30%

- Since 2010, there has never been a wave of increasing capital of hot banks like now: strongly and simultaneously. According to observations, there are about 20 banks want to increase their charter capital this year. MB is currently the bank with the strongest capital increase plan this year, increasing by more than 10,600b to 38,675b, or up to 38%. Next is BIDV's new plan to increase capital by more than 8,000b to 48,524b. The Bank will increase capital from stock dividends and private/public offerings.


Real Estate

NVL

95,300

Buy Vol.

6,339,400

Sell Vol.

5,519,400

1D chg

5.89%

5D chg

11.46%

TCH

25,900

Buy Vol.

35,966,300

Sell Vol.

30,940,200

1D chg

-1.89%

5D chg

5.50%

KDH

32,100

Buy Vol.

2,757,900

Sell Vol.

3,346,800

1D chg

0.78%

5D chg

4.56%

PDR

68,300

Buy Vol.

3,397,000

Sell Vol.

3,378,500

1D chg

-0.44%

5D chg

0.44%

- KDH: In 2021, target profit is 1,200 billion dong, plan to pay 10% dividend by shares and issue 8.4 million ESOP shares.


Oil & Gas

GAS

87,900

Buy Vol.

3,089,100

Sell Vol.

3,567,400

1D chg

-1.01%

5D chg

-1.68%

POW

14,250

Buy Vol.

65,633,200

Sell Vol.

71,084,100

1D chg

3.26%

5D chg

4.40%

PLX

55,900

Buy Vol.

3,175,200

Sell Vol.

3,080,100

1D chg

0.00%

5D chg

0.00%

- POW: In the first quarter, PV Power estimated revenue was 7,783 billion dong, down 2% and profit after tax was 720 billion dong, up 43% same period last year.


Vingroup

VIC

132,000

Buy Vol.

5,579,100

Sell Vol.

4,986,100

1D chg

5.68%

5D chg

6.19%

VHM

101,800

Buy Vol.

4,773,200

Sell Vol.

5,852,900

1D chg

2.93%

5D chg

0.10%

VRE

35,300

Buy Vol.

7,735,800

Sell Vol.

10,863,100

1D chg

0.86%

5D chg

2.32%

- VIC: was the leader among the top stocks that were net bought by foreign investors today, with a value of nearly 111 billion dong.


Food & Beverage

VNM

100,000

Buy Vol.

6,846,200

Sell Vol.

6,492,500

1D chg

0.20%

5D chg

-2.53%

MSN

91,900

Buy Vol.

2,294,800

Sell Vol.

3,117,200

1D chg

-0.22%

5D chg

-1.18%

SBT

22,500

Buy Vol.

6,825,700

Sell Vol.

7,970,600

1D chg

-0.88%

5D chg

-0.88%

- VNM: Vinamilk sets a plan for 2021 to go sideways, pay 29% dividend and will plan pay third dividend of 2020 of 11%, at the end of June 2021.


Other

BVH

131,800

Buy Vol.

778,500

Sell Vol.

1,462,400

1D chg

0.00%

5D chg

-0.38%

VJC

131,800

Buy Vol.

778,500

Sell Vol.

1,462,400

1D chg

0.00%

5D chg

-0.38%

FPT

82,100

Buy Vol.

3,524,100

Sell Vol.

3,804,700

1D chg

0.00%

5D chg

3.14%

MWG

134,900

Buy Vol.

1,371,400

Sell Vol.

1,583,400

1D chg

1.20%

5D chg

0.60%

PNJ

91,800

Buy Vol.

1,364,400

Sell Vol.

1,246,600

1D chg

1.66%

5D chg

3.38%

REE

53,600

Buy Vol.

1,173,200

Sell Vol.

1,347,300

1D chg

0.19%

5D chg

0.00%

SSI

36,500

Buy Vol.

30,798,600

Sell Vol.

30,359,000

1D chg

3.55%

5D chg

4.29%

HPG

51,200

Buy Vol.

44,382,700

Sell Vol.

39,973,800

1D chg

3.33%

5D chg

3.85%

- BVH: Head of the Supervisory Board of BVH, Mr. Ong Tien Hung registered to sell 43,790 shares. Expected trading time is from April 13, 2021 to May 10, 2021


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