Market Brief 12/05/2021

VIETNAM STOCK MARKET

VN-INDEX

1,269.09

1D

1.04%

YTD

15.43%

VN30

1,380.17

1D

1.54%

YTD

30.40%

HNX

282.33

1D

0.92%

YTD

43.24%

UPCOM

81.47

1D

0.49%

YTD

10.35%

Net Foreign buy (B)

-578.37

1D

0.00%

YTD

0.00%

Total trading value (B)

23,446.68

1D

-8.13%

YTD

36.69%

- Despite the market's rally, foreign investors still net sold 578 billion dong in session 12/5. The selling focused on Bluechips like HPG (-229.6 billion dong), NVL (-142.8 billion dong), VIC (-102.2 billion dong), MSN (-53.9 billion dong) …

ETF & DERIVATIVES

E1VFVN30

23,090

1D

-0.60%

YTD

22.82%

FUEMAV30

16,080

1D

2.62%

YTD

28.33%

FUESSV30

17,050

1D

0.00%

YTD

27.91%

FUESSV50

19,900

1D

0.51%

YTD

25.95%

FUESSVFL

19,300

1D

1.53%

YTD

41.39%

FUEVFVND

22,600

1D

0.80%

YTD

31.40%

FUEVN100

17,260

1D

-0.17%

YTD

23.73%

VN30F2112

1,369

1D

2.70%

YTD

0.00%

VN30F2109

1,334

1D

-1.62%

YTD

0.00%

VN30F2106

1,378

1D

2.29%

YTD

0.00%

VN30F2105

1,382

1D

2.37%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

28,147.51

1D

-1.03%

YTD

2.56%

Shanghai

3,462.75

1D

0.61%

YTD

1.41%

Kospi

3,161.66

1D

-1.49%

YTD

10.03%

Hang Seng

28,185.12

1D

0.66%

YTD

3.82%

STI (Singapore)

3,123.26

1D

-0.67%

YTD

8.85%

SET (Thái Lan)

1,571.85

1D

-0.45%

YTD

8.45%

Crude oil ($/barrel)

66.06

1D

1.13%

YTD

36.77%

Gold ($/ounce)

1,834.95

1D

0.23%

YTD

-3.61%

- Investors are cautious about inflation, a series of Asian stock markets are mixed. In Japan, the Nikkei 225 decreased by 1.03%. The Chinese market moved up towards the end of the session with the Shanghai Composite up 0.61% and the Shenzhen Component up 0.7%. Hong Kong's Hang Seng increased by 0.67%. South Korea's Kospi index fell 1.49%.

VIETNAM ECONOMY

Vnibor

1.24%

1D (bps)

0

YTD (bps)

111

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.25%

1D (bps)

-12

YTD (bps)

3

10 year-Gov. Bond

2.32%

1D (bps)

11

YTD (bps)

29

USD/VND

23,147

1D (bps)

-0.02%

YTD (bps)

-0.13%

EUR/VND

28,574

1D (bps)

-0.38%

YTD (bps)

-1.82%

CNY/VND

3,649

1D (bps)

-0.19%

YTD (bps)

2.13%

- According to the General Statistics Office, industrial production price index in April 2021 increased by 0.38% over the previous month and by 2.41% over the same period last year. 0.8%. In which, PPI of metal products group in April 2021 increased by 2.25% over the previous month and by 11.18% over the same period in 2020; average 4 months increased by 7.7%.

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

97,300

Buy Vol.

2,781,600

Sell Vol.

2,148,200

1D chg

-0.61%

5D chg

-3.85%

BID

42,650

Buy Vol.

6,416,000

Sell Vol.

6,125,200

1D chg

1.31%

5D chg

1.79%

CTG

45,000

Buy Vol.

38,911,300

Sell Vol.

29,861,100

1D chg

1.81%

5D chg

3.81%

TCB

49,250

Buy Vol.

44,200,500

Sell Vol.

35,420,700

1D chg

4.79%

5D chg

7.18%

VPB

64,000

Buy Vol.

51,135,600

Sell Vol.

42,436,300

1D chg

1.59%

5D chg

5.61%

MBB

33,200

Buy Vol.

38,764,200

Sell Vol.

34,112,000

1D chg

1.53%

5D chg

4.73%

HDB

30,200

Buy Vol.

16,247,400

Sell Vol.

16,512,500

1D chg

0.67%

5D chg

3.96%

TPB

31,950

Buy Vol.

15,488,200

Sell Vol.

14,191,900

1D chg

3.06%

5D chg

11.52%

STB

26,350

Buy Vol.

132,933,400

Sell Vol.

96,208,100

1D chg

6.90%

5D chg

6.68%

- BID: BIDV announced to choose an auction unit for a debt of nearly 126 billion dong of Imex Cuu Long, secured by a series of land use rights in Vinh Long and Dong Thap provinces with a total area of nearly 2 hectares.


Real Estate

NVL

130,000

Buy Vol.

3,016,900

Sell Vol.

2,466,600

1D chg

1.17%

5D chg

-2.26%

TCH

22,300

Buy Vol.

6,076,300

Sell Vol.

5,925,300

1D chg

0.90%

5D chg

-0.89%

KDH

37,100

Buy Vol.

6,663,400

Sell Vol.

5,148,200

1D chg

0.82%

5D chg

1.50%

PDR

72,600

Buy Vol.

6,203,000

Sell Vol.

5,445,500

1D chg

4.46%

5D chg

0.41%

- NVL: Converted 92.6 international convertible bonds with the conversion rate of 75,910 shares/bonds into shares of No Va Real Estate Group JSC.


Oil & Gas

GAS

86,400

Buy Vol.

1,246,600

Sell Vol.

1,525,700

1D chg

1.29%

5D chg

1.05%

POW

12,450

Buy Vol.

22,807,400

Sell Vol.

21,463,400

1D chg

1.22%

5D chg

-1.97%

PLX

53,300

Buy Vol.

4,689,400

Sell Vol.

3,496,900

1D chg

0.57%

5D chg

4.72%

- The price of Brent crude for July delivery rose 0.29% to $68.89/barrel. Gasoline futures ended the session with an increase of 0.3% to $2.14/gallon


Vingroup

VIC

129,800

Buy Vol.

2,365,200

Sell Vol.

2,249,700

1D chg

-0.92%

5D chg

-2.92%

VHM

97,700

Buy Vol.

7,843,600

Sell Vol.

7,189,300

1D chg

-0.31%

5D chg

-1.91%

VRE

31,200

Buy Vol.

7,842,000

Sell Vol.

7,251,100

1D chg

0.65%

5D chg

-1.27%

- VIC: In the top net selling of foreign investors today with a value of 102 billion dong


Food & Beverage

VNM

91,800

Buy Vol.

6,437,500

Sell Vol.

6,446,700

1D chg

0.66%

5D chg

-0.22%

MSN

104,000

Buy Vol.

4,133,300

Sell Vol.

4,813,600

1D chg

2.46%

5D chg

8.33%

SBT

21,450

Buy Vol.

10,917,100

Sell Vol.

7,918,100

1D chg

6.45%

5D chg

7.52%

- MSN: In the first quarter, Masan Group only opened 12 new stores of VinMart + and at the same time continued to close 31 inefficient mini-supermarkets.


Other

BVH

119,000

Buy Vol.

730,300

Sell Vol.

661,200

1D chg

0.00%

5D chg

-4.42%

VJC

119,000

Buy Vol.

730,300

Sell Vol.

661,200

1D chg

0.00%

5D chg

-4.42%

FPT

85,400

Buy Vol.

3,663,100

Sell Vol.

3,038,300

1D chg

0.23%

5D chg

3.02%

MWG

139,500

Buy Vol.

1,574,100

Sell Vol.

1,355,400

1D chg

1.45%

5D chg

-0.99%

PNJ

95,800

Buy Vol.

420,400

Sell Vol.

663,900

1D chg

1.91%

5D chg

-1.24%

REE

55,300

Buy Vol.

720,700

Sell Vol.

909,600

1D chg

0.73%

5D chg

4.73%

SSI

34,800

Buy Vol.

19,087,400

Sell Vol.

21,270,700

1D chg

1.75%

5D chg

3.57%

HPG

62,700

Buy Vol.

51,690,300

Sell Vol.

47,164,100

1D chg

1.13%

5D chg

5.73%

- MWG: Inventory value at the end of Q1 increased from 19,422b dong to 23,253b dong. Most notably, mobile phone inventory was over 5,639b dong, up from 3,509b dong at the beginning of the year; electronic equipment increased 1,350b VND to 8,385b VND. The sharp increase in inventories made MWG's cash flow from operating activities in the first quarter of 2021 negative VND 1,859b, while the same period last year was positive VND 3,829b.


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