Market Brief 11/05/2021

VIETNAM STOCK MARKET

VN-INDEX

1,256.04

1D

-0.28%

YTD

14.24%

VN30

1,359.19

1D

-0.84%

YTD

28.42%

HNX

279.76

1D

-0.18%

YTD

41.94%

UPCOM

81.07

1D

0.28%

YTD

9.81%

Net Foreign buy (B)

-313.06

1D

0.00%

YTD

0.00%

Total trading value (B)

25,520.57

1D

-2.02%

YTD

48.78%

- Foreign investors net sold again to 313 billion dong in May 11 session. HPG was sold the most by foreign investors with the value of 226 billion dong. NVL was behind with a net selling value of 162 billion dong… On the other side, VPB was bought the most with 175.4 billion dong.

ETF & DERIVATIVES

E1VFVN30

23,230

1D

1.04%

YTD

23.56%

FUEMAV30

15,670

1D

-2.67%

YTD

25.06%

FUESSV30

17,050

1D

0.29%

YTD

27.91%

FUESSV50

19,800

1D

1.54%

YTD

25.32%

FUESSVFL

19,010

1D

-0.05%

YTD

39.27%

FUEVFVND

22,420

1D

-1.45%

YTD

30.35%

FUEVN100

17,290

1D

0.58%

YTD

23.94%

VN30F2112

1,333

1D

-1.27%

YTD

0.00%

VN30F2109

1,356

1D

0.39%

YTD

0.00%

VN30F2106

1,347

1D

-1.53%

YTD

0.00%

VN30F2105

1,350

1D

-1.81%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

28,608.59

1D

-0.75%

YTD

4.24%

Shanghai

3,441.85

1D

0.40%

YTD

0.80%

Kospi

3,209.43

1D

-1.23%

YTD

11.69%

Hang Seng

27,959.62

1D

-0.02%

YTD

2.99%

STI (Singapore)

3,144.27

1D

-1.20%

YTD

9.59%

SET (Thái Lan)

1,578.93

1D

-0.58%

YTD

8.94%

Crude oil ($/barrel)

64.34

1D

-0.36%

YTD

33.21%

Gold ($/ounce)

1,841.55

1D

0.20%

YTD

-3.26%

- Asian stocks fell deeply while technology was sold off on Wall Street. Japanese market fell with Nikkei 225 losing 0.75%. Mainland China markets reversed, closing in the green with the Shanghai Composite up 0.4% and Shenzhen Component up 0.36%. Hong Kong's Hang Seng decreased by 0.02%. South Korea's Kospi index fell 1.23%.

VIETNAM ECONOMY

Vnibor

1.24%

1D (bps)

3

YTD (bps)

111

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.37%

1D (bps)

-2

YTD (bps)

15

10 year-Gov. Bond

2.21%

1D (bps)

-3

YTD (bps)

18

USD/VND

23,152

1D (bps)

-0.02%

YTD (bps)

-0.11%

EUR/VND

28,749

1D (bps)

0.24%

YTD (bps)

-1.22%

CNY/VND

3,659

1D (bps)

-0.11%

YTD (bps)

2.41%

- Interest rates on the interbank last week increased by 21-32bps, closing the week at 1.15%/year for the overnight term and 1.29% for the 1 week term due to the increasing demand for sources of sources at some commercial banks. big. Meanwhile, the interest rates for deposits and loans remained unchanged in the last week of April.

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

97,900

Buy Vol.

1,958,800

Sell Vol.

2,177,100

1D chg

-0.20%

5D chg

-1.21%

BID

42,100

Buy Vol.

8,579,900

Sell Vol.

10,387,800

1D chg

1.69%

5D chg

1.94%

CTG

44,200

Buy Vol.

26,361,300

Sell Vol.

29,494,700

1D chg

-1.34%

5D chg

2.79%

TCB

47,000

Buy Vol.

25,110,000

Sell Vol.

27,896,200

1D chg

-2.29%

5D chg

8.29%

VPB

63,000

Buy Vol.

40,992,400

Sell Vol.

34,954,300

1D chg

1.12%

5D chg

5.88%

MBB

32,700

Buy Vol.

30,957,700

Sell Vol.

40,115,000

1D chg

-1.51%

5D chg

4.64%

HDB

30,000

Buy Vol.

11,409,200

Sell Vol.

12,146,100

1D chg

-2.60%

5D chg

10.29%

TPB

31,000

Buy Vol.

14,482,600

Sell Vol.

24,224,100

1D chg

-0.32%

5D chg

10.71%

STB

24,650

Buy Vol.

97,671,500

Sell Vol.

116,705,900

1D chg

1.44%

5D chg

2.28%

- Two state-owned banks, Vietcombank and VietinBank, held the first two positions in the top 10 in terms of first quarter profit, BIDV ranked 8th. Last year, VietinBank had lower profit but outperformed growth, reaching more than VND 8,000 billion, 2.7 times higher. And BIDV increased the interest rate by 87%.


Real Estate

NVL

128,500

Buy Vol.

4,896,600

Sell Vol.

5,213,400

1D chg

0.00%

5D chg

-2.28%

TCH

22,100

Buy Vol.

8,468,700

Sell Vol.

8,680,100

1D chg

1.14%

5D chg

-2.00%

KDH

36,800

Buy Vol.

9,303,500

Sell Vol.

8,466,500

1D chg

0.96%

5D chg

-0.41%

PDR

69,500

Buy Vol.

4,751,100

Sell Vol.

4,541,300

1D chg

-0.57%

5D chg

-4.79%

- TCH: TCH commenced the VND 5,000 billion Hoang Huy Commerce project in Hai Phong. The project is expected to be completed and put into operation in the fourth quarter of 2023.


Oil & Gas

GAS

85,300

Buy Vol.

1,115,600

Sell Vol.

1,399,100

1D chg

-0.81%

5D chg

2.40%

POW

12,300

Buy Vol.

26,842,500

Sell Vol.

29,832,000

1D chg

0.82%

5D chg

2.07%

PLX

53,000

Buy Vol.

2,564,900

Sell Vol.

3,106,700

1D chg

-0.56%

5D chg

6.75%

- PLX: Q1/2021 net revenue is 38,247b dong, approximately the same period. Due to the faster reduction in COGS, PLX earned 3,394b dong of gross profit, 7.5 times higher than yoy.


Vingroup

VIC

131,000

Buy Vol.

1,627,200

Sell Vol.

1,967,700

1D chg

-1.13%

5D chg

-1.95%

VHM

98,000

Buy Vol.

5,286,200

Sell Vol.

6,237,800

1D chg

-1.11%

5D chg

-1.21%

VRE

31,000

Buy Vol.

8,092,700

Sell Vol.

10,995,900

1D chg

-2.36%

5D chg

-0.96%

- Every day, Vsmart earns an average of more than 6b VND from selling phones, televisions, and air purifiers. In 2019, Vsmart recorded a net revenue of more than 2,320b


Food & Beverage

VNM

91,200

Buy Vol.

6,725,300

Sell Vol.

10,933,100

1D chg

-1.94%

5D chg

-0.44%

MSN

101,500

Buy Vol.

4,956,700

Sell Vol.

6,357,500

1D chg

-0.10%

5D chg

5.84%

SBT

20,150

Buy Vol.

10,345,700

Sell Vol.

5,578,700

1D chg

5.77%

5D chg

2.03%

- VNM: F&N DAIRY INVESTMENTS PTE. LTD. continue to not buy any of the nearly 21 million shares registered to buy. Time for execution is from April 9, 2021 to May 7, 2021


Other

BVH

119,000

Buy Vol.

750,900

Sell Vol.

668,100

1D chg

-0.17%

5D chg

-4.03%

VJC

119,000

Buy Vol.

750,900

Sell Vol.

668,100

1D chg

-0.17%

5D chg

-4.03%

FPT

85,200

Buy Vol.

3,457,700

Sell Vol.

3,959,300

1D chg

-0.70%

5D chg

2.77%

MWG

137,500

Buy Vol.

2,396,900

Sell Vol.

2,207,500

1D chg

-0.43%

5D chg

-1.36%

PNJ

94,000

Buy Vol.

1,039,000

Sell Vol.

986,400

1D chg

0.43%

5D chg

-1.26%

REE

54,900

Buy Vol.

1,152,700

Sell Vol.

1,827,400

1D chg

-3.17%

5D chg

5.37%

SSI

34,200

Buy Vol.

23,702,000

Sell Vol.

32,958,400

1D chg

-1.44%

5D chg

3.95%

HPG

62,000

Buy Vol.

44,595,800

Sell Vol.

51,837,600

1D chg

-1.59%

5D chg

3.68%

- REE: PLATINUM VICTORY PTE. LTD. bought 500,000 shares out of 14.5 million shares registered to buy. Trading time is from April 8, 20221 to May 7, 2021


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