Market Brief 16/04/2021

April 16, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,238.71

1D

-0.68%

YTD

12.66%

VN30

1,276.87

1D

-0.57%

YTD

20.64%

HNX

293.11

1D

-1.02%

YTD

48.71%

UPCOM

81.79

1D

-1.10%

YTD

10.78%

Net Foreign buy (B)

-529.37

1D

0.00%

YTD

0.00%

Total trading value (B)

27,044.39

1D

9.52%

YTD

57.66%

- Average liquidity on both exchanges increased during the week. Average matching volume on HOSE reached nearly 874 million shares/session, up 34.13% from the previous trading week. The HNX averaged over 188 million shares/session, up 12.76%.

ETF & DERIVATIVES

E1VFVN30

21,500

1D

-0.42%

YTD

14.36%

FUEMAV30

15,250

1D

1.80%

YTD

21.71%

FUESSV30

15,950

1D

-0.93%

YTD

19.65%

FUESSV50

18,600

1D

-0.53%

YTD

17.72%

FUESSVFL

16,800

1D

-2.10%

YTD

23.08%

FUEVFVND

20,980

1D

-0.57%

YTD

21.98%

FUEVN100

16,560

1D

-0.84%

YTD

18.71%

VN30F2109

1,275

1D

-0.53%

YTD

0.00%

VN30F2106

1,280

1D

-0.08%

YTD

0.00%

VN30F2105

1,274

1D

-0.52%

YTD

0.00%

VN30F2104

1,284

1D

0.00%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,683.37

1D

0.00%

YTD

8.16%

Shanghai

3,426.62

1D

0.81%

YTD

0.36%

Kospi

3,198.62

1D

0.13%

YTD

11.32%

Hang Seng

29,009.00

1D

0.84%

YTD

6.86%

STI (Singapore)

3,201.76

1D

0.53%

YTD

11.59%

SET (Thái Lan)

1,548.96

1D

0.51%

YTD

6.87%

Crude oil ($/barrel)

63.70

1D

0.50%

YTD

31.88%

Gold ($/ounce)

1,771.70

1D

0.54%

YTD

-6.93%

- Although, China's GDP in the first quarter did not meet expectations, Asian stocks still increased. In the Chinese market, the Shanghai Composite increased 0.81%. Hong Kong's Hang Seng increased by 0.84%. The South Korea's Kospi increased by 0.13%.

VIETNAM ECONOMY

Vnibor

0.41%

1D (bps)

0

YTD (bps)

28

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.39%

1D (bps)

3

YTD (bps)

17

10 year-Gov. Bond

2.23%

1D (bps)

0

YTD (bps)

20

USD/VND

23,170

1D (bps)

0.00%

YTD (bps)

-0.03%

EUR/VND

28,333

1D (bps)

0.14%

YTD (bps)

-2.65%

CNY/VND

3,607

1D (bps)

0.00%

YTD (bps)

0.95%

- In the first quarter of 2021, the Customs sector collected nearly 89,000 billion VND from the state budget. According to preliminary statistics, as of March 31, 2021, the total state budget revenues (state budget) in the whole industry reached 88,458 billion VND, equaling 28.1% of the assigned estimate, equal to 26.7% of the target, up 9,595 billion dong, equivalent to 12.17% 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

96,300

Buy Vol.

2,368,700

Sell Vol.

3,144,400

1D chg

-1.23%

5D chg

-1.23%

BID

42,000

Buy Vol.

7,318,900

Sell Vol.

8,333,200

1D chg

-2.44%

5D chg

-5.19%

CTG

42,000

Buy Vol.

36,378,700

Sell Vol.

42,895,300

1D chg

-0.47%

5D chg

-1.18%

TCB

40,450

Buy Vol.

26,834,600

Sell Vol.

25,312,700

1D chg

-1.10%

5D chg

-2.76%

VPB

48,950

Buy Vol.

9,838,000

Sell Vol.

13,327,600

1D chg

-2.10%

5D chg

3.71%

MBB

30,200

Buy Vol.

30,108,500

Sell Vol.

30,244,100

1D chg

-1.31%

5D chg

-3.67%

HDB

26,650

Buy Vol.

7,617,700

Sell Vol.

10,867,100

1D chg

-2.56%

5D chg

-4.82%

TPB

27,700

Buy Vol.

14,682,900

Sell Vol.

16,276,000

1D chg

-3.82%

5D chg

-3.82%

STB

22,100

Buy Vol.

78,478,500

Sell Vol.

78,887,300

1D chg

-1.12%

5D chg

-2.64%

- CTG: In 2021, VietinBank aims to increase total assets by 6-10%; 7.5% maximum growth. Capital mobilization grew by 8-12%, adjusted in accordance with credit growth, and ensured prudential ratios as prescribed by the State Bank. NPL ratio controlled below 1.5%. Expected to pay dividends in 2020 in both cash and stock


Real Estate

NVL

108,000

Buy Vol.

7,281,900

Sell Vol.

5,481,300

1D chg

5.37%

5D chg

20.00%

TCH

22,950

Buy Vol.

16,106,000

Sell Vol.

17,323,400

1D chg

-4.18%

5D chg

-13.07%

KDH

31,400

Buy Vol.

3,355,700

Sell Vol.

3,787,200

1D chg

0.96%

5D chg

-1.41%

PDR

71,000

Buy Vol.

7,272,400

Sell Vol.

5,452,300

1D chg

5.03%

5D chg

3.50%

- NVL: After restructuring, Novaland Group (NVL) is the focus of the Nova Group ecosystem. Nova Service Group, Nova Consumer Group will provide services and products to add value to the real estate projects of the group.


Oil & Gas

GAS

86,000

Buy Vol.

1,486,400

Sell Vol.

1,546,600

1D chg

0.00%

5D chg

-3.15%

POW

13,200

Buy Vol.

45,543,800

Sell Vol.

44,478,600

1D chg

-1.49%

5D chg

-4.35%

PLX

52,800

Buy Vol.

2,498,000

Sell Vol.

2,637,700

1D chg

-2.94%

5D chg

-5.55%

- POW: PV Power submitted a project investment of $1.5b in Ca Mau, expected to be completed in 2026. After putting into operation, electricity output reached 9 billion kWh/year


Vingroup

VIC

143,000

Buy Vol.

4,617,700

Sell Vol.

4,289,600

1D chg

1.49%

5D chg

14.49%

VHM

101,000

Buy Vol.

10,162,000

Sell Vol.

12,760,900

1D chg

-0.20%

5D chg

2.12%

VRE

33,950

Buy Vol.

12,116,200

Sell Vol.

12,749,500

1D chg

-0.15%

5D chg

-3.00%

- VinFast has just increased its capital by 4,481 billion dong to increase its charter to 42,497 billion dong. Vingroup is considering raising capital for VinFast.


Food & Beverage

VNM

96,900

Buy Vol.

7,852,300

Sell Vol.

10,057,800

1D chg

-2.22%

5D chg

-2.91%

MSN

100,100

Buy Vol.

5,199,300

Sell Vol.

5,421,300

1D chg

0.10%

5D chg

8.69%

SBT

22,000

Buy Vol.

4,428,000

Sell Vol.

5,019,400

1D chg

0.00%

5D chg

-3.08%

- MSN: A subsidiary, Masan High-Tech Materials wants to privately offer shares, up to 35% of capital after the issue


Other

BVH

129,000

Buy Vol.

668,800

Sell Vol.

1,216,400

1D chg

-2.05%

5D chg

-2.12%

VJC

129,000

Buy Vol.

668,800

Sell Vol.

1,216,400

1D chg

-2.05%

5D chg

-2.12%

FPT

79,700

Buy Vol.

3,292,500

Sell Vol.

3,852,000

1D chg

-0.38%

5D chg

-2.92%

MWG

134,000

Buy Vol.

1,542,400

Sell Vol.

1,496,100

1D chg

0.22%

5D chg

0.53%

PNJ

90,900

Buy Vol.

1,186,800

Sell Vol.

1,399,200

1D chg

-1.20%

5D chg

0.66%

REE

51,000

Buy Vol.

1,046,700

Sell Vol.

1,131,400

1D chg

-1.35%

5D chg

-4.67%

SSI

34,000

Buy Vol.

29,647,000

Sell Vol.

37,860,700

1D chg

-2.44%

5D chg

-3.55%

HPG

54,600

Buy Vol.

45,399,500

Sell Vol.

55,256,900

1D chg

0.18%

5D chg

10.19%

- HPG: Exceeding Formosa, Hoa Phat became the largest steel producer in Vietnam. Particularly in March, Hoa Phat reached 700,000 tons of crude steel, up 56% over the same period and is the highest level ever. Market share of construction steel, steel pipes Hoa Phat holds the No. 1 position in Vietnam, 33.8% and 30.19%, respectively. Ton Hoa Phat is also in the Top 5 companies with the largest market share with nearly 6%.


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