Market Brief 07/05/2021

VIETNAM STOCK MARKET

VN-INDEX

1,241.81

1D

-0.70%

YTD

12.94%

VN30

1,340.73

1D

-0.29%

YTD

26.68%

HNX

279.86

1D

-0.44%

YTD

41.99%

UPCOM

80.85

1D

-0.41%

YTD

9.51%

Net Foreign buy (B)

-341.47

1D

0.00%

YTD

0.00%

Total trading value (B)

26,101.38

1D

14.72%

YTD

52.17%

- Session 7/5: Foreign investors continued to net sell nearly 341 billion dong, the selling focused on Bluechips like VPB (-369 billion dong), HPG (-124 billion dong), VNM (-95 billion dong) …

ETF & DERIVATIVES

E1VFVN30

22,400

1D

0.00%

YTD

19.15%

FUEMAV30

15,750

1D

1.22%

YTD

25.70%

FUESSV30

16,680

1D

-0.71%

YTD

25.13%

FUESSV50

19,400

1D

-1.02%

YTD

22.78%

FUESSVFL

18,500

1D

-0.48%

YTD

35.53%

FUEVFVND

23,000

1D

-2.95%

YTD

33.72%

FUEVN100

17,140

1D

0.41%

YTD

22.87%

VN30F2112

1,307

1D

-0.98%

YTD

0.00%

VN30F2109

1,310

1D

-1.87%

YTD

0.00%

VN30F2106

1,320

1D

-0.68%

YTD

0.00%

VN30F2105

1,324

1D

-0.95%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,357.82

1D

-0.22%

YTD

6.97%

Shanghai

3,418.87

1D

-0.65%

YTD

0.13%

Kospi

3,197.20

1D

0.58%

YTD

11.27%

Hang Seng

28,628.00

1D

-0.44%

YTD

5.46%

STI (Singapore)

3,200.26

1D

0.86%

YTD

11.54%

SET (Thái Lan)

1,583.66

1D

0.75%

YTD

9.27%

Crude oil ($/barrel)

64.55

1D

-0.23%

YTD

33.64%

Gold ($/ounce)

1,820.50

1D

0.34%

YTD

-4.37%

- Asian stocks mostly declined despite Wall Street's positive session. In Japan, the Nikkei 225 decreased by 0.22%. The Chinese market could not hold its momentum, closing in the red with the Shanghai Composite down 0.65% and the Shenzhen Component down 1.95%. Hong Kong's Hang Seng decreased by 0.44%. In South Korea, the Kospi increased by 0.58%.

VIETNAM ECONOMY

Vnibor

1.14%

1D (bps)

0

YTD (bps)

101

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.37%

1D (bps)

0

YTD (bps)

15

10 year-Gov. Bond

2.24%

1D (bps)

2

YTD (bps)

21

USD/VND

23,160

1D (bps)

-0.02%

YTD (bps)

-0.08%

EUR/VND

28,541

1D (bps)

0.03%

YTD (bps)

-1.93%

CNY/VND

3,640

1D (bps)

0.05%

YTD (bps)

1.88%

- According to the report of the Ministry of Industry and Trade, the export turnover of goods in April 2021 was estimated at 25.5 billion USD, down 14% from the previous month, of which the domestic economic sector reached 6.69 billion USD, down 11.4%; foreign investment sector (including crude oil) reached 18.8 billion USD, down 14.9%.

EVENT CALENDAR

By Ex-right date

M
T
W
T
F
S
S
21
22
23
24
25
26
27
Mon, 06/21/21

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

97,000

Buy Vol.

3,701,100

Sell Vol.

3,821,200

1D chg

-2.32%

5D chg

-3.00%

BID

40,650

Buy Vol.

6,654,200

Sell Vol.

6,487,100

1D chg

-1.45%

5D chg

-0.85%

CTG

43,800

Buy Vol.

48,765,900

Sell Vol.

43,293,000

1D chg

2.10%

5D chg

7.35%

TCB

47,050

Buy Vol.

42,183,900

Sell Vol.

40,810,100

1D chg

-0.11%

5D chg

14.76%

VPB

61,500

Buy Vol.

54,865,600

Sell Vol.

49,966,000

1D chg

-0.49%

5D chg

5.13%

MBB

31,600

Buy Vol.

45,775,000

Sell Vol.

41,518,400

1D chg

0.00%

5D chg

4.12%

HDB

30,000

Buy Vol.

28,963,600

Sell Vol.

29,053,800

1D chg

4.17%

5D chg

10.09%

TPB

29,100

Buy Vol.

20,765,800

Sell Vol.

24,037,400

1D chg

3.37%

5D chg

6.20%

STB

24,000

Buy Vol.

97,402,600

Sell Vol.

93,489,300

1D chg

-1.64%

5D chg

0.42%

- BID: 76% of bad debt BIDV is likely to lose capital, coverage rate exceeds 100%. The bank raised its NPL coverage from 89% to 107% in Q1. Group 5 debt accounts for 76% of total NPLs. BIDV's pre-tax profit was 7,173 billion dong, up 88% in the first quarter, fulfilling 55% of the year plan. Profit from other activities increased by 210%, reaching VND 1,805 billion.


Real Estate

NVL

135,800

Buy Vol.

3,327,300

Sell Vol.

3,092,500

1D chg

0.07%

5D chg

3.35%

TCH

21,900

Buy Vol.

10,405,100

Sell Vol.

12,026,400

1D chg

-3.52%

5D chg

0.92%

KDH

36,300

Buy Vol.

9,819,800

Sell Vol.

10,620,900

1D chg

-0.41%

5D chg

3.27%

PDR

70,900

Buy Vol.

3,378,000

Sell Vol.

3,563,600

1D chg

-1.25%

5D chg

1.00%

- PDR: Phat Dat has just completed the payment of all foreign loans worth 22.5 million USD to Vietnam New Urban Center LP Fund on time as committed by the parties.


Oil & Gas

GAS

84,000

Buy Vol.

1,363,800

Sell Vol.

1,399,800

1D chg

-1.06%

5D chg

0.60%

POW

12,100

Buy Vol.

22,754,500

Sell Vol.

22,299,700

1D chg

-1.63%

5D chg

-1.63%

PLX

50,700

Buy Vol.

3,075,200

Sell Vol.

2,993,200

1D chg

-0.20%

5D chg

0.80%

- PLX: Q1.2021 net profit is 661 billion dong, flying fuel segment is affected by Covid-19


Vingroup

VIC

132,000

Buy Vol.

2,844,700

Sell Vol.

2,594,000

1D chg

-0.38%

5D chg

0.76%

VHM

97,100

Buy Vol.

9,076,500

Sell Vol.

8,858,200

1D chg

-1.62%

5D chg

-2.22%

VRE

31,000

Buy Vol.

9,736,700

Sell Vol.

11,329,500

1D chg

-0.64%

5D chg

-3.13%

- Vingroup recently reported selling more than 12.28m VGT shares - half of the previous 25m shares registered to be sold. The transaction is carried out from 01-29/04/2021.


Food & Beverage

VNM

87,000

Buy Vol.

14,241,300

Sell Vol.

10,803,300

1D chg

-2.90%

5D chg

-6.95%

MSN

95,000

Buy Vol.

4,525,600

Sell Vol.

4,158,400

1D chg

-0.63%

5D chg

-3.06%

SBT

19,350

Buy Vol.

3,824,900

Sell Vol.

4,992,600

1D chg

-2.52%

5D chg

-3.25%

- VNM: In 2020, VNM recorded a 6% growth in revenue, mainly thanks to the consolidation of Moc Chau Milk's business results, while the purchasing power of the market was weak.


Other

BVH

119,500

Buy Vol.

568,500

Sell Vol.

970,400

1D chg

-2.05%

5D chg

-4.32%

VJC

119,500

Buy Vol.

568,500

Sell Vol.

970,400

1D chg

-2.05%

5D chg

-4.32%

FPT

83,000

Buy Vol.

4,648,200

Sell Vol.

5,930,300

1D chg

0.36%

5D chg

2.60%

MWG

140,200

Buy Vol.

2,336,600

Sell Vol.

1,681,900

1D chg

-1.27%

5D chg

-0.50%

PNJ

95,500

Buy Vol.

1,052,600

Sell Vol.

1,349,300

1D chg

-0.52%

5D chg

-2.55%

REE

56,100

Buy Vol.

1,834,600

Sell Vol.

1,862,100

1D chg

1.81%

5D chg

4.66%

SSI

32,700

Buy Vol.

20,492,400

Sell Vol.

24,761,100

1D chg

-0.46%

5D chg

0.31%

HPG

60,800

Buy Vol.

59,909,500

Sell Vol.

47,585,100

1D chg

2.36%

5D chg

4.65%

- HPG: Chairman of the Board of Directors Tran Dinh Long and his family are holding approximately 35% capital of Hoa Phat Group, so they will receive nearly 580 billion dong of cash dividend in the next few months. Mr. Long intends to use dividends to buy more HPG shares.


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