Market Brief 10/05/2021

VIETNAM STOCK MARKET

VN-INDEX

1,259.58

1D

1.43%

YTD

14.56%

VN30

1,370.66

1D

2.23%

YTD

29.50%

HNX

280.27

1D

0.15%

YTD

42.20%

UPCOM

80.84

1D

-0.01%

YTD

9.49%

Net Foreign buy (B)

90.27

1D

0.00%

YTD

0.00%

Total trading value (B)

26,046.09

1D

1.58%

YTD

51.84%

- Foreign investors' trade was somewhat positive when they bought 48.7 million shares, worth 2.050 billion VND, while sold out 46.9 million shares, worth 1.934 billion VND. The total net buying volume was 1.9 million shares, equivalent to a net buying value of 90 billion dong. VHM, MSN, HPG, VRE ... are stocks with strong net buying by foreign investors.

ETF & DERIVATIVES

E1VFVN30

22,990

1D

2.63%

YTD

22.29%

FUEMAV30

16,100

1D

2.22%

YTD

28.49%

FUESSV30

17,000

1D

1.92%

YTD

27.53%

FUESSV50

19,500

1D

0.52%

YTD

23.42%

FUESSVFL

19,020

1D

2.81%

YTD

39.34%

FUEVFVND

22,750

1D

-1.09%

YTD

32.27%

FUEVN100

17,190

1D

0.29%

YTD

23.23%

VN30F2112

1,350

1D

3.30%

YTD

0.00%

VN30F2109

1,351

1D

3.11%

YTD

0.00%

VN30F2106

1,368

1D

3.68%

YTD

0.00%

VN30F2105

1,375

1D

3.87%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,518.34

1D

-0.43%

YTD

7.56%

Shanghai

3,427.99

1D

0.27%

YTD

0.40%

Kospi

3,249.30

1D

1.63%

YTD

13.08%

Hang Seng

28,594.50

1D

-0.71%

YTD

5.33%

STI (Singapore)

3,182.41

1D

-0.56%

YTD

10.92%

SET (Thái Lan)

1,588.15

1D

0.28%

YTD

9.58%

Crude oil ($/barrel)

65.24

1D

-0.72%

YTD

35.07%

Gold ($/ounce)

1,838.95

1D

0.33%

YTD

-3.40%

- Asian stocks are mixed after reporting 'shocking' jobs in the US. In Japan, the Nikkei 225 decreased by 0.43%. China market went up with Shanghai Composite up 0.27%, Shenzhen Component up 0.19%. Hong Kong's Hang Seng Index was in the opposite direction, down 0.71%. Korea's Kospi Index rose 1.63%, the strongest in the region.

VIETNAM ECONOMY

Vnibor

1.21%

1D (bps)

-8

YTD (bps)

108

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.39%

1D (bps)

2

YTD (bps)

17

10 year-Gov. Bond

2.24%

1D (bps)

0

YTD (bps)

21

USD/VND

23,157

1D (bps)

-0.03%

YTD (bps)

-0.09%

EUR/VND

28,762

1D (bps)

-0.01%

YTD (bps)

-1.17%

CNY/VND

3,666

1D (bps)

0.27%

YTD (bps)

2.60%

- Generally, the total investment capital of Vietnam abroad (newly and additionally capital) reached 545.9 million USD in 4 months, nearly 8 times higher than the same period in 2020. Last year, the total investment capital of the enterprise Vietnam went abroad both newly and adjusted to reach over 590 million USD, an increase of more than 16% compared to 2019.

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

98,100

Buy Vol.

3,474,000

Sell Vol.

2,889,200

1D chg

1.13%

5D chg

-1.90%

BID

41,400

Buy Vol.

6,241,700

Sell Vol.

5,192,800

1D chg

1.85%

5D chg

0.98%

CTG

44,800

Buy Vol.

42,671,700

Sell Vol.

42,477,800

1D chg

2.28%

5D chg

9.80%

TCB

48,100

Buy Vol.

37,685,100

Sell Vol.

30,559,300

1D chg

2.23%

5D chg

17.32%

VPB

62,300

Buy Vol.

54,398,200

Sell Vol.

47,463,100

1D chg

1.30%

5D chg

6.50%

MBB

33,200

Buy Vol.

67,375,100

Sell Vol.

57,122,100

1D chg

5.06%

5D chg

9.39%

HDB

30,800

Buy Vol.

15,825,800

Sell Vol.

17,039,600

1D chg

2.67%

5D chg

13.03%

TPB

31,100

Buy Vol.

26,773,700

Sell Vol.

21,373,800

1D chg

6.87%

5D chg

13.50%

STB

24,300

Buy Vol.

83,445,100

Sell Vol.

70,719,100

1D chg

1.25%

5D chg

1.67%

- Statistics from 27 banks that have published quarterly financial statements of the first quarter of 2021 show that the total pre-tax profit of banks in the period reached VND 52,152 billion, an increase of 78.2% over the same period last year. Top 10 banks with the highest profit before tax include Vietcombank, VietinBank, Techcombank, MB, VPBank, BIDV, ACB, HDBank, VIB and SHB. The total profit of these 10 banks reached 42,867 billion dong, accounting for more than 82% of the total profit of 27 banks as reported.


Real Estate

NVL

128,500

Buy Vol.

2,600,100

Sell Vol.

2,777,000

1D chg

-5.38%

5D chg

-2.21%

TCH

21,850

Buy Vol.

9,107,500

Sell Vol.

8,527,700

1D chg

-0.23%

5D chg

0.69%

KDH

36,450

Buy Vol.

7,037,000

Sell Vol.

6,963,100

1D chg

0.41%

5D chg

3.70%

PDR

69,900

Buy Vol.

3,473,700

Sell Vol.

3,427,600

1D chg

-1.41%

5D chg

-0.43%

- NVL: On 14/025/2021 officially traded 77,079,598 additional shares issued to existing shareholders


Oil & Gas

GAS

86,000

Buy Vol.

1,371,500

Sell Vol.

1,316,700

1D chg

2.38%

5D chg

2.99%

POW

12,200

Buy Vol.

22,626,900

Sell Vol.

21,041,900

1D chg

0.83%

5D chg

-0.81%

PLX

53,300

Buy Vol.

7,121,200

Sell Vol.

4,099,200

1D chg

5.13%

5D chg

5.96%

- PLX: PLX will continue to sell 25m treasury shares. Previously, PLX just sold 25m treasury shares in March, earning more than 1,400b dong.


Vingroup

VIC

132,500

Buy Vol.

1,991,500

Sell Vol.

1,767,800

1D chg

0.38%

5D chg

1.15%

VHM

99,100

Buy Vol.

7,302,700

Sell Vol.

6,930,300

1D chg

2.06%

5D chg

-0.20%

VRE

31,750

Buy Vol.

17,548,000

Sell Vol.

13,924,900

1D chg

2.42%

5D chg

-0.78%

- Vingroup closes the phone and television segment and lets VinSmart focus its resources on developing electronic products and Infotainment features for VinFast.


Food & Beverage

VNM

93,000

Buy Vol.

15,143,100

Sell Vol.

11,646,500

1D chg

6.90%

5D chg

-0.53%

MSN

101,600

Buy Vol.

7,044,000

Sell Vol.

5,566,300

1D chg

6.95%

5D chg

3.67%

SBT

19,050

Buy Vol.

4,859,000

Sell Vol.

5,854,800

1D chg

-1.55%

5D chg

-4.75%

- VNM: F&N DAIRY INVESTMENTS PTE. LTD registered to buy nearly 21 million shares of VNM. Trading time is from May 12, 2021 to June 10, 2021


Other

BVH

119,200

Buy Vol.

637,400

Sell Vol.

579,200

1D chg

-0.25%

5D chg

-4.56%

VJC

119,200

Buy Vol.

637,400

Sell Vol.

579,200

1D chg

-0.25%

5D chg

-4.56%

FPT

85,800

Buy Vol.

8,133,400

Sell Vol.

7,359,800

1D chg

3.37%

5D chg

6.06%

MWG

138,100

Buy Vol.

2,617,200

Sell Vol.

2,500,200

1D chg

-1.50%

5D chg

-1.99%

PNJ

93,600

Buy Vol.

667,900

Sell Vol.

1,037,300

1D chg

-1.99%

5D chg

-4.49%

REE

56,700

Buy Vol.

1,560,200

Sell Vol.

1,521,200

1D chg

1.07%

5D chg

5.78%

SSI

34,700

Buy Vol.

40,226,800

Sell Vol.

35,598,500

1D chg

6.12%

5D chg

6.44%

HPG

63,000

Buy Vol.

49,410,100

Sell Vol.

44,437,800

1D chg

3.62%

5D chg

8.43%

- HPG: Can Tho accepts Hoa Phat's proposal to research 2 projects in Cai Rang and Ninh Kieu districts. Accordingly, Hoa Phat will survey the 88.2 ha project in Cai Rang and the 6.24 ha project in Ninh Kieu.


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