Market Brief 13/05/2021 - Pinetree Securities

Market Brief 13/05/2021
Market brief May 13, 2021

Market Brief 13/05/2021

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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%

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 (%) 0.00%

YTD (%) -0.13%

EUR/VND

28,412

1D (%) -0.11%

YTD (%) -2.37%

CNY/VND

3,639

1D (%) 0.00%

YTD (%) 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

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Ex-right date Wed, 04/24/24

No event for this day

No event for this day

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VN30

BANK

VCB

96,800

1D -0.51%

5D -2.52%

Buy Vol. 3,320,200

Sell Vol. 3,034,800

BID

42,600

1D -0.12%

5D 3.27%

Buy Vol. 6,318,300

Sell Vol. 9,131,200

CTG

46,500

1D 3.33%

5D 8.39%

Buy Vol. 66,198,700

Sell Vol. 53,818,300

TCB

48,000

1D -2.54%

5D 1.91%

Buy Vol. 30,337,800

Sell Vol. 33,156,700

VPB

65,100

1D 1.72%

5D 5.34%

Buy Vol. 42,349,800

Sell Vol. 33,110,500

MBB

32,950

1D -0.75%

5D 4.27%

Buy Vol. 49,970,700

Sell Vol. 46,804,300

HDB

30,300

1D 0.33%

5D 5.21%

Buy Vol. 14,904,000

Sell Vol. 16,988,100

TPB

31,500

1D -1.41%

5D 11.90%

Buy Vol. 14,260,900

Sell Vol. 16,273,800

STB

26,300

1D -0.19%

5D 7.79%

Buy Vol. 86,856,700

Sell Vol. 89,672,500

- 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

1D 3.08%

5D -1.25%

Buy Vol. 3,589,900

Sell Vol. 3,178,700

TCH

22,000

1D -1.35%

5D -3.08%

Buy Vol. 8,637,800

Sell Vol. 11,922,600

KDH

36,700

1D -1.08%

5D 0.69%

Buy Vol. 5,325,400

Sell Vol. 5,155,200

PDR

71,100

1D -2.07%

5D -0.97%

Buy Vol. 4,505,500

Sell Vol. 4,197,300

- 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

1D -0.93%

5D 0.82%

Buy Vol. 1,074,900

Sell Vol. 1,678,300

POW

12,200

1D -2.01%

5D -0.81%

Buy Vol. 22,172,400

Sell Vol. 33,303,800

PLX

54,000

1D 1.31%

5D 6.30%

Buy Vol. 5,178,200

Sell Vol. 4,076,900

- 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

1D -2.54%

5D -4.53%

Buy Vol. 2,651,100

Sell Vol. 2,570,400

VHM

97,000

1D -0.72%

5D -1.72%

Buy Vol. 7,446,300

Sell Vol. 6,550,000

VRE

30,900

1D -0.96%

5D -0.96%

Buy Vol. 7,786,300

Sell Vol. 9,104,700

- 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

1D -1.42%

5D 1.00%

Buy Vol. 6,929,000

Sell Vol. 7,128,600

MSN

103,000

1D -0.96%

5D 7.74%

Buy Vol. 3,468,600

Sell Vol. 4,165,200

SBT

20,750

1D -3.26%

5D 4.53%

Buy Vol. 6,147,600

Sell Vol. 8,093,900

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

OTHERS

BVH

117,000

1D -1.68%

5D -4.10%

Buy Vol. 607,800

Sell Vol. 774,400

VJC

117,000

1D -1.68%

5D -4.10%

Buy Vol. 607,800

Sell Vol. 774,400

FPT

84,000

1D -1.64%

5D 1.57%

Buy Vol. 4,198,700

Sell Vol. 4,026,000

MWG

140,000

1D 0.36%

5D -1.41%

Buy Vol. 1,654,200

Sell Vol. 1,545,200

PNJ

94,300

1D -1.57%

5D -1.77%

Buy Vol. 582,400

Sell Vol. 819,000

REE

55,000

1D -0.54%

5D -0.18%

Buy Vol. 942,000

Sell Vol. 1,171,400

SSI

35,050

1D 0.72%

5D 6.70%

Buy Vol. 36,716,700

Sell Vol. 45,998,200

HPG

61,500

1D -1.91%

5D 3.54%

Buy Vol. 36,646,600

Sell Vol. 44,717,900

- 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

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