Market Brief 14/04/2021

April 14, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,255.87

1D

0.60%

YTD

14.22%

VN30

1,290.77

1D

1.05%

YTD

21.96%

HNX

294.83

1D

0.90%

YTD

49.58%

UPCOM

83.40

1D

0.32%

YTD

12.96%

Net Foreign buy (B)

-998.13

1D

0.00%

YTD

0.00%

Total trading value (B)

22,904.19

1D

-20.59%

YTD

33.53%

- Foreign investors saw a negative trade with sudden net selling. Specifically, this capital flow bought 44.5 million shares, worth 1,603 billion VND, while selling 56.2 million shares, worth 2,618 billion VND. The total net selling volume was at 11.7 million shares, equivalent to a net selling value of 998 billion dong.

ETF & DERIVATIVES

E1VFVN30

21,110

1D

-0.42%

YTD

12.29%

FUEMAV30

15,030

1D

0.47%

YTD

19.95%

FUESSV30

16,000

1D

0.38%

YTD

20.03%

FUESSV50

18,900

1D

0.53%

YTD

19.62%

FUESSVFL

17,400

1D

0.58%

YTD

27.47%

FUEVFVND

21,000

1D

0.00%

YTD

22.09%

FUEVN100

16,500

1D

-1.84%

YTD

18.28%

VN30F2109

1,287

1D

1.30%

YTD

0.00%

VN30F2106

1,261

1D

-0.81%

YTD

0.00%

VN30F2105

1,290

1D

1.49%

YTD

0.00%

VN30F2104

1,292

1D

1.65%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,620.99

1D

0.02%

YTD

7.93%

Shanghai

3,416.72

1D

0.60%

YTD

0.07%

Kospi

3,182.38

1D

0.42%

YTD

10.75%

Hang Seng

28,877.00

1D

0.50%

YTD

6.37%

STI (Singapore)

3,179.39

1D

-0.27%

YTD

10.81%

SET (Thái Lan)

1,541.12

1D

0.00%

YTD

6.33%

Crude oil ($/barrel)

61.14

1D

1.19%

YTD

26.58%

Gold ($/ounce)

1,743.40

1D

-0.10%

YTD

-8.42%

- Asian stocks mostly increased despite the US suspending the vaccination of Johnson & Johnson. Japanese market increased slightly with Nikkei 225 up 0.04%. In China, the Shanghai Composite increased 0.6% and Shenzhen Component increased 1.55%. Hong Kong's Hang Seng increased by 0.5%. South Korea's Kospi increased by 0.42%.

VIETNAM ECONOMY

Vnibor

0.43%

1D (bps)

3

YTD (bps)

30

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.40%

1D (bps)

15

YTD (bps)

18

10 year-Gov. Bond

2.24%

1D (bps)

-10

YTD (bps)

21

USD/VND

23,173

1D (bps)

-0.01%

YTD (bps)

-0.02%

EUR/VND

28,304

1D (bps)

0.00%

YTD (bps)

-2.75%

CNY/VND

3,602

1D (bps)

0.17%

YTD (bps)

0.81%

- Credit growth was positive from the beginning of the year, January increased by 0.76%; in February, a low increase of 0.66% due to an outbreak of Covid-19 and a marked improvement in March 2021 reached 2.93%, higher than the same period in 2020 (1.3%).

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

98,700

Buy Vol.

2,480,000

Sell Vol.

2,473,600

1D chg

1.23%

5D chg

-3.14%

BID

44,000

Buy Vol.

6,398,200

Sell Vol.

4,782,700

1D chg

0.80%

5D chg

-3.40%

CTG

42,750

Buy Vol.

30,985,400

Sell Vol.

28,389,900

1D chg

1.66%

5D chg

-0.58%

TCB

41,800

Buy Vol.

23,092,100

Sell Vol.

18,855,600

1D chg

0.48%

5D chg

-0.95%

VPB

50,100

Buy Vol.

14,009,600

Sell Vol.

15,447,100

1D chg

0.80%

5D chg

7.74%

MBB

31,250

Buy Vol.

34,150,900

Sell Vol.

27,785,200

1D chg

0.48%

5D chg

-1.73%

HDB

27,900

Buy Vol.

7,118,400

Sell Vol.

7,482,600

1D chg

0.90%

5D chg

0.54%

TPB

29,650

Buy Vol.

8,836,400

Sell Vol.

9,074,100

1D chg

0.17%

5D chg

2.95%

STB

22,900

Buy Vol.

84,408,800

Sell Vol.

59,607,700

1D chg

0.88%

5D chg

2.69%

- Many banks submit plans to increase capital, issue shares this year to increase charter capital. More than 7 billion of the bank's shares are likely to be listed on an exchange, up 18% from current volume. As BID is expected to bring 830 million additional shares to the market, including 488.6 million shares to pay dividends in 2019-2020, and 341.5 million shares can be offered for sale individually or to the public.


Real Estate

NVL

100,100

Buy Vol.

5,729,100

Sell Vol.

4,437,000

1D chg

3.62%

5D chg

13.62%

TCH

24,500

Buy Vol.

14,557,900

Sell Vol.

14,915,800

1D chg

-0.41%

5D chg

-7.20%

KDH

31,700

Buy Vol.

2,874,500

Sell Vol.

2,735,200

1D chg

0.79%

5D chg

2.76%

PDR

67,600

Buy Vol.

3,491,300

Sell Vol.

3,428,500

1D chg

-0.29%

5D chg

-1.60%

- NVL: was among the top stocks that were net bought by foreign investors today with a value of 72.3 billion dong.


Oil & Gas

GAS

86,500

Buy Vol.

1,758,600

Sell Vol.

1,300,700

1D chg

0.58%

5D chg

-2.92%

POW

13,800

Buy Vol.

34,125,400

Sell Vol.

34,563,500

1D chg

-0.36%

5D chg

-1.08%

PLX

55,200

Buy Vol.

1,764,200

Sell Vol.

1,920,000

1D chg

0.55%

5D chg

-1.08%

- PLX: The increase in oil prices will help PLX to reverse the provision for devaluation of inventories in 2021.


Vingroup

VIC

140,000

Buy Vol.

5,689,100

Sell Vol.

5,486,500

1D chg

-0.50%

5D chg

9.63%

VHM

100,500

Buy Vol.

14,524,300

Sell Vol.

11,048,800

1D chg

-1.95%

5D chg

0.00%

VRE

35,000

Buy Vol.

8,725,200

Sell Vol.

13,978,700

1D chg

-0.85%

5D chg

-1.13%

- VIC: Has been approved in principle by the Singapore Stock Exchange in relation to international bond issuance with a maximum value of 500 million USD.


Food & Beverage

VNM

99,300

Buy Vol.

6,168,400

Sell Vol.

7,224,400

1D chg

-0.70%

5D chg

-0.80%

MSN

100,700

Buy Vol.

10,734,600

Sell Vol.

10,275,700

1D chg

6.90%

5D chg

7.36%

SBT

22,250

Buy Vol.

5,528,600

Sell Vol.

5,447,900

1D chg

0.00%

5D chg

-1.98%

- VNM: Vinamilk launched Green Farm fresh milk from an ecological farm


Other

BVH

132,000

Buy Vol.

674,600

Sell Vol.

1,218,000

1D chg

0.08%

5D chg

-0.75%

VJC

132,000

Buy Vol.

674,600

Sell Vol.

1,218,000

1D chg

0.08%

5D chg

-0.75%

FPT

81,000

Buy Vol.

4,802,800

Sell Vol.

4,003,700

1D chg

0.37%

5D chg

1.76%

MWG

135,400

Buy Vol.

969,400

Sell Vol.

982,500

1D chg

0.37%

5D chg

0.67%

PNJ

91,500

Buy Vol.

900,500

Sell Vol.

1,016,500

1D chg

0.88%

5D chg

3.39%

REE

52,900

Buy Vol.

888,300

Sell Vol.

925,900

1D chg

-0.56%

5D chg

-0.75%

SSI

35,950

Buy Vol.

31,749,400

Sell Vol.

31,292,700

1D chg

0.98%

5D chg

1.70%

HPG

53,000

Buy Vol.

61,948,100

Sell Vol.

45,173,500

1D chg

5.79%

5D chg

7.18%

- HPG: HPG has just released the documents of the 2021 Annual General Meeting. A noteworthy content is that the Board of Directors submits to shareholders for approval by Mr. Tran Dinh Long - Chairman and related persons (Mr. Tran Vu Minh - son) to receive the transfer of HPG shares resulting in ownership rates reaching or exceeding the level of 35%, 45%, 55%, 65% and 75% without having to be publicly offered.


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