Market Brief 15/04/2021

April 15, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,247.25

1D

-0.69%

YTD

13.44%

VN30

1,284.20

1D

-0.51%

YTD

21.34%

HNX

296.12

1D

0.44%

YTD

50.24%

UPCOM

82.70

1D

-0.84%

YTD

12.01%

Net Foreign buy (B)

-842.18

1D

0.00%

YTD

0.00%

Total trading value (B)

24,694.62

1D

7.82%

YTD

43.97%

- Foreign investors continued to be net sellers on all 3 exchanges with a total value of 842 billion VND, the selling focused mainly on VHM (-298.1 billion VND), E1VFVN30 (-111.7 billion VND), GAS (-74, 4 billion) …

ETF & DERIVATIVES

E1VFVN30

21,590

1D

2.27%

YTD

14.84%

FUEMAV30

14,980

1D

-0.33%

YTD

19.55%

FUESSV30

16,100

1D

0.63%

YTD

20.78%

FUESSV50

18,700

1D

-1.06%

YTD

18.35%

FUESSVFL

17,160

1D

-1.38%

YTD

25.71%

FUEVFVND

21,100

1D

0.48%

YTD

22.67%

FUEVN100

16,700

1D

1.21%

YTD

19.71%

VN30F2109

1,282

1D

-0.37%

YTD

0.00%

VN30F2106

1,281

1D

1.58%

YTD

0.00%

VN30F2105

1,280

1D

-0.77%

YTD

0.00%

VN30F2104

1,284

1D

-0.63%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,642.69

1D

-0.11%

YTD

8.01%

Shanghai

3,398.99

1D

-0.52%

YTD

-0.45%

Kospi

3,194.33

1D

0.38%

YTD

11.17%

Hang Seng

28,765.00

1D

-0.39%

YTD

5.96%

STI (Singapore)

3,184.77

1D

0.17%

YTD

11.00%

SET (Thái Lan)

1,541.12

1D

0.00%

YTD

6.33%

Crude oil ($/barrel)

62.72

1D

-0.24%

YTD

29.86%

Gold ($/ounce)

1,747.50

1D

0.75%

YTD

-8.20%

- Asian stocks are mixed after Wall Street left the top. In Japan, the Nikkei 225 decreased by 0.11%. The Chinese market dropped from the beginning with the Shanghai Composite down 0.52% and the Shenzhen Component down 0.42%. Hong Kong's Hang Seng decreased by 0.39%. The South Korea's Kospi increased by 0.38%.

VIETNAM ECONOMY

Vnibor

0.41%

1D (bps)

-2

YTD (bps)

28

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.36%

1D (bps)

-4

YTD (bps)

14

10 year-Gov. Bond

2.23%

1D (bps)

-1

YTD (bps)

20

USD/VND

23,168

1D (bps)

-0.02%

YTD (bps)

-0.04%

EUR/VND

28,343

1D (bps)

0.00%

YTD (bps)

-2.61%

CNY/VND

3,605

1D (bps)

0.11%

YTD (bps)

0.90%

- Textile and Apparel Association: Textile exports have orders until the end of the second quarter and the end of the year. Textile and garment export turnover in the first quarter reached $7.2b, an increase of more than 1% over the same period last year. The average production index of the textile industry increased by 5.1% over the same period in 2020 and the apparel manufacturing index increased by 1.4% over the same period last year.

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.

3,366,100

Sell Vol.

4,640,200

1D chg

-1.22%

5D chg

-2.50%

BID

43,050

Buy Vol.

5,891,700

Sell Vol.

6,694,300

1D chg

-2.16%

5D chg

-3.91%

CTG

42,200

Buy Vol.

23,046,000

Sell Vol.

28,025,300

1D chg

-1.29%

5D chg

-0.94%

TCB

40,900

Buy Vol.

20,932,300

Sell Vol.

24,576,800

1D chg

-2.15%

5D chg

-2.50%

VPB

50,000

Buy Vol.

11,955,200

Sell Vol.

13,706,300

1D chg

-0.20%

5D chg

7.07%

MBB

30,600

Buy Vol.

28,845,500

Sell Vol.

31,234,400

1D chg

-2.08%

5D chg

-1.92%

HDB

27,350

Buy Vol.

8,423,400

Sell Vol.

12,341,700

1D chg

-1.97%

5D chg

-2.50%

TPB

28,800

Buy Vol.

8,712,100

Sell Vol.

11,735,200

1D chg

-2.87%

5D chg

-0.35%

STB

22,350

Buy Vol.

63,123,600

Sell Vol.

67,819,800

1D chg

-2.40%

5D chg

0.68%

- Bancassurance boom: 40% of new premiums come from banks. The strong growth in the bancassurance distribution channel in recent years is mainly due to the increasing number of exclusive handshake deals between insurance and banks. Most recently, MSB officially expanded its cooperation relationship from 2013 with Prudential Vietnam to a monopoly in 15 years. Before that, ACB also shook hands with Sunlife, Manulife with Vietinbank, or FWD and Vietcombank.


Real Estate

NVL

102,500

Buy Vol.

8,759,700

Sell Vol.

6,781,200

1D chg

2.40%

5D chg

15.43%

TCH

23,950

Buy Vol.

10,720,100

Sell Vol.

18,033,700

1D chg

-2.24%

5D chg

-7.88%

KDH

31,100

Buy Vol.

4,195,400

Sell Vol.

5,704,600

1D chg

-1.89%

5D chg

-0.96%

PDR

67,600

Buy Vol.

3,941,200

Sell Vol.

3,284,800

1D chg

0.00%

5D chg

-1.60%

- NVL: NVL was the focus of most net buying by foreign investors today with the value of 112.5 billion dong.


Oil & Gas

GAS

86,000

Buy Vol.

2,218,800

Sell Vol.

2,733,800

1D chg

-0.58%

5D chg

-3.37%

POW

13,400

Buy Vol.

36,901,500

Sell Vol.

47,705,100

1D chg

-2.90%

5D chg

-2.90%

PLX

54,400

Buy Vol.

3,184,800

Sell Vol.

4,499,100

1D chg

-1.45%

5D chg

-2.68%

- GAS: lowest 5-year profit expected with total consolidated revenue in 2021 of 70,169 billion, up 9% compared to the result in 2020.


Vingroup

VIC

140,900

Buy Vol.

4,898,300

Sell Vol.

5,242,200

1D chg

0.64%

5D chg

12.36%

VHM

101,200

Buy Vol.

12,429,600

Sell Vol.

13,751,900

1D chg

0.70%

5D chg

1.50%

VRE

34,000

Buy Vol.

8,764,200

Sell Vol.

13,514,200

1D chg

-2.86%

5D chg

-3.68%

- VIC: Invested in Fiscus Consultancy Pte. Ltd. was established in January 2015, in Singapore with the main business lines of consulting and financial management.


Food & Beverage

VNM

99,100

Buy Vol.

5,497,700

Sell Vol.

8,048,700

1D chg

-0.20%

5D chg

-0.80%

MSN

100,000

Buy Vol.

4,513,800

Sell Vol.

5,931,300

1D chg

-0.70%

5D chg

7.53%

SBT

22,000

Buy Vol.

4,670,900

Sell Vol.

5,498,700

1D chg

-1.12%

5D chg

-2.87%

- SBT: Want to mobilize 1,200 billion dong of bonds, the issuance time is expected to be issued in the second quarter of 2021.


Other

BVH

131,700

Buy Vol.

979,700

Sell Vol.

1,478,600

1D chg

-0.23%

5D chg

-0.98%

VJC

131,700

Buy Vol.

979,700

Sell Vol.

1,478,600

1D chg

-0.23%

5D chg

-0.98%

FPT

80,000

Buy Vol.

3,265,500

Sell Vol.

3,617,200

1D chg

-1.23%

5D chg

0.50%

MWG

133,700

Buy Vol.

1,524,400

Sell Vol.

2,221,100

1D chg

-1.26%

5D chg

-0.22%

PNJ

92,000

Buy Vol.

1,350,800

Sell Vol.

1,285,300

1D chg

0.55%

5D chg

3.95%

REE

51,700

Buy Vol.

930,000

Sell Vol.

1,070,000

1D chg

-2.27%

5D chg

-2.08%

SSI

34,850

Buy Vol.

30,216,400

Sell Vol.

39,364,700

1D chg

-3.06%

5D chg

-0.99%

HPG

54,500

Buy Vol.

57,166,500

Sell Vol.

54,309,700

1D chg

2.83%

5D chg

10.44%

- REE: In 2021 business plan, REE targets the electricity segment to contribute 23% of revenue and 37% of profit after tax, up 37% and down 3.6% year-on-year, respectively.


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