Market Brief 13/05/2021

VIETNAM STOCK MARKET

VN-INDEX

1,261.99

1D

-0.56%

YTD

14.78%

VN30

1,370.18

1D

-0.72%

YTD

29.46%

HNX

287.03

1D

1.66%

YTD

45.63%

UPCOM

81.17

1D

-0.37%

YTD

9.94%

Net Foreign buy (B)

-1,173.62

1D

0.00%

YTD

0.00%

Total trading value (B)

24,987.67

1D

6.57%

YTD

45.67%

- Foreign investors' trade was not really active when they were net sellers on all 3 exchanges with a total value of nearly 1,173b dong. This is also the second time foreign investors have net sold over 1,000b dong since the beginning of May. Foreign investors' selling focused on Bluechips like CTG (-397.6b dong), HPG (-230.3b dong), NVL (-130b dong), VJC (-75.2b dong)…

ETF & DERIVATIVES

E1VFVN30

23,000

1D

-0.39%

YTD

22.34%

FUEMAV30

16,130

1D

0.31%

YTD

28.73%

FUESSV30

17,170

1D

0.70%

YTD

28.81%

FUESSV50

19,900

1D

0.00%

YTD

25.95%

FUESSVFL

19,600

1D

1.55%

YTD

43.59%

FUEVFVND

22,600

1D

0.00%

YTD

31.40%

FUEVN100

17,400

1D

0.81%

YTD

24.73%

VN30F2112

1,367

1D

-0.15%

YTD

0.00%

VN30F2109

1,360

1D

1.95%

YTD

0.00%

VN30F2106

1,360

1D

-1.31%

YTD

0.00%

VN30F2105

1,364

1D

-1.32%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

27,448.01

1D

-0.69%

YTD

0.01%

Shanghai

3,429.54

1D

-0.96%

YTD

0.44%

Kospi

3,122.11

1D

-1.25%

YTD

8.65%

Hang Seng

27,715.37

1D

-0.75%

YTD

2.09%

STI (Singapore)

3,123.26

1D

0.00%

YTD

8.85%

SET (Thái Lan)

1,548.13

1D

-1.51%

YTD

6.82%

Crude oil ($/barrel)

64.19

1D

-2.42%

YTD

32.90%

Gold ($/ounce)

1,812.85

1D

-0.52%

YTD

-4.77%

- Asian stocks 'red on fire' after Wall Street's plunge. In Japan, the Nikkei 225 fell 0.69%. The Chinese market fell with the Shanghai Composite down 0.96% and the Shenzhen Component down 1%. Hong Kong's Hang Seng fell 0.75%. South Korea's Kospi index fell 1.25%.

VIETNAM ECONOMY

Vnibor

1.23%

1D (bps)

-1

YTD (bps)

110

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.38%

1D (bps)

13

YTD (bps)

16

10 year-Gov. Bond

2.27%

1D (bps)

-5

YTD (bps)

24

USD/VND

23,147

1D (bps)

0.00%

YTD (bps)

-0.13%

EUR/VND

28,412

1D (bps)

-0.11%

YTD (bps)

-2.37%

CNY/VND

3,639

1D (bps)

0.00%

YTD (bps)

1.85%

- According to the SBV branch in Ho Chi Minh City, the total capital mobilization of credit institutions in the area as of April 30 is estimated at 2.92m billion VND, up 0.4% over the previous month and up 0.65. % compared to the end of the previous year. In which, savings deposits of residential customers were estimated at 1.13m billion VND, accounting for 39% and increasing by 1.57% compared to the end of last year.

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

96,800

Buy Vol.

3,320,200

Sell Vol.

3,034,800

1D chg

-0.51%

5D chg

-2.52%

BID

42,600

Buy Vol.

6,318,300

Sell Vol.

9,131,200

1D chg

-0.12%

5D chg

3.27%

CTG

46,500

Buy Vol.

66,198,700

Sell Vol.

53,818,300

1D chg

3.33%

5D chg

8.39%

TCB

48,000

Buy Vol.

30,337,800

Sell Vol.

33,156,700

1D chg

-2.54%

5D chg

1.91%

VPB

65,100

Buy Vol.

42,349,800

Sell Vol.

33,110,500

1D chg

1.72%

5D chg

5.34%

MBB

32,950

Buy Vol.

49,970,700

Sell Vol.

46,804,300

1D chg

-0.75%

5D chg

4.27%

HDB

30,300

Buy Vol.

14,904,000

Sell Vol.

16,988,100

1D chg

0.33%

5D chg

5.21%

TPB

31,500

Buy Vol.

14,260,900

Sell Vol.

16,273,800

1D chg

-1.41%

5D chg

11.90%

STB

26,300

Buy Vol.

86,856,700

Sell Vol.

89,672,500

1D chg

-0.19%

5D chg

7.79%

- STB: As of March 31st, the total assets of Sacombank were at VND 497,428 billion, an increase of 1% compared to the end of the previous year. Loans to customers increased by nearly 5% to 356,975 billion dong. However, bad debt decreased by 8.4% to VND5,292 billion, bad debt ratio decreased from 1.7% to 1.48%. NPL coverage ratio increased from 94% to 106%.


Real Estate

NVL

134,000

Buy Vol.

3,589,900

Sell Vol.

3,178,700

1D chg

3.08%

5D chg

-1.25%

TCH

22,000

Buy Vol.

8,637,800

Sell Vol.

11,922,600

1D chg

-1.35%

5D chg

-3.08%

KDH

36,700

Buy Vol.

5,325,400

Sell Vol.

5,155,200

1D chg

-1.08%

5D chg

0.69%

PDR

71,100

Buy Vol.

4,505,500

Sell Vol.

4,197,300

1D chg

-2.07%

5D chg

-0.97%

- NVL: expected to issue 385.9 million shares, ratio 555:198 from share premium. Thereby, charter capital increased from 10,728 billion dong to 14,587 billion dong. Implementation time in 2021.


Oil & Gas

GAS

85,600

Buy Vol.

1,074,900

Sell Vol.

1,678,300

1D chg

-0.93%

5D chg

0.82%

POW

12,200

Buy Vol.

22,172,400

Sell Vol.

33,303,800

1D chg

-2.01%

5D chg

-0.81%

PLX

54,000

Buy Vol.

5,178,200

Sell Vol.

4,076,900

1D chg

1.31%

5D chg

6.30%

- The price of US WTI crude oil fell 0.79% to 65.53 USD/barrel at 7:10 am (GMT) on May 13. Brent crude oil price for July delivery also fell 0.28% to $68.75/barrel.


Vingroup

VIC

126,500

Buy Vol.

2,651,100

Sell Vol.

2,570,400

1D chg

-2.54%

5D chg

-4.53%

VHM

97,000

Buy Vol.

7,446,300

Sell Vol.

6,550,000

1D chg

-0.72%

5D chg

-1.72%

VRE

30,900

Buy Vol.

7,786,300

Sell Vol.

9,104,700

1D chg

-0.96%

5D chg

-0.96%

- VHM: Contrary to yesterday's strong net selling session, today foreign investors net bought VHM with a value of 15 billion dong.


Food & Beverage

VNM

90,500

Buy Vol.

6,929,000

Sell Vol.

7,128,600

1D chg

-1.42%

5D chg

1.00%

MSN

103,000

Buy Vol.

3,468,600

Sell Vol.

4,165,200

1D chg

-0.96%

5D chg

7.74%

SBT

20,750

Buy Vol.

6,147,600

Sell Vol.

8,093,900

1D chg

-3.26%

5D chg

4.53%

- MSN: According to Bloomberg, Masan Group wants to raise 1 billion USD for the animal feed segment


Other

BVH

117,000

Buy Vol.

607,800

Sell Vol.

774,400

1D chg

-1.68%

5D chg

-4.10%

VJC

117,000

Buy Vol.

607,800

Sell Vol.

774,400

1D chg

-1.68%

5D chg

-4.10%

FPT

84,000

Buy Vol.

4,198,700

Sell Vol.

4,026,000

1D chg

-1.64%

5D chg

1.57%

MWG

140,000

Buy Vol.

1,654,200

Sell Vol.

1,545,200

1D chg

0.36%

5D chg

-1.41%

PNJ

94,300

Buy Vol.

582,400

Sell Vol.

819,000

1D chg

-1.57%

5D chg

-1.77%

REE

55,000

Buy Vol.

942,000

Sell Vol.

1,171,400

1D chg

-0.54%

5D chg

-0.18%

SSI

35,050

Buy Vol.

36,716,700

Sell Vol.

45,998,200

1D chg

0.72%

5D chg

6.70%

HPG

61,500

Buy Vol.

36,646,600

Sell Vol.

44,717,900

1D chg

-1.91%

5D chg

3.54%

- MWG: MWG wants to turn 30,000 small stores in Vietnam into sales collaborators. Customers who buy mobile phones and electronics products through these retailers will still be served by Mobile World, and agents will receive a discount of 5-20%, depending on the item.


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