Market Brief 09/07/2021 - Pinetree Securities

Market Brief 09/07/2021
Market brief July 9, 2021

Market Brief 09/07/2021

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Market Brief 09/07/2021

VIETNAM STOCK MARKET

VN-INDEX

1,347.14

1D -2.00%

YTD 22.52%

VN30

1,494.43

1D -1.76%

YTD 41.20%

HNX

306.73

1D -2.93%

YTD 55.62%

UPCOM

87.08

1D -1.59%

YTD 17.95%

Net Foreign buy (B)

797.03

1D 0.00%

YTD 0.00%

Total trading value (B)

29,244.78

1D 21.10%

YTD 70.49%

- Foreign investors' trade was more positive when buying 54.8m shares, worth 2,788b dong, while selling 36m shares, worth 1,992b dong. Total net buying volume reached 18.8m shares, equivalent to a net buying value of nearly 797b dong. The strongest buying force of foreign investors occurred with the code of MBB bank, the net buying value was nearly 358b dong.

ETF & DERIVATIVES

E1VFVN30

25,490

1D 0.75%

YTD 35.59%

FUEMAV30

17,810

1D -2.68%

YTD 42.14%

FUESSV50

21,000

1D -2.78%

YTD 32.91%

FUESSVFL

23,000

1D 0.00%

YTD 68.50%

FUEVFVND

26,150

1D 0.58%

YTD 52.03%

FUEVN100

18,660

1D -1.11%

YTD 33.76%

VN30F2112

1,482

1D -1.52%

YTD 0.00%

VN30F2109

1,482

1D -3.07%

YTD 0.00%

VN30F2108

1,494

1D -0.97%

YTD 0.00%

VN30F2107

1,497

1D -1.06%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,940.42

1D 1.41%

YTD 1.81%

Shanghai

3,524.09

1D -0.04%

YTD 3.21%

Kospi

3,217.95

1D -1.07%

YTD 11.99%

Hang Seng

27,274.12

1D 0.46%

YTD 0.47%

STI (Singapore)

3,131.40

1D 0.77%

YTD 9.14%

SET (Thái Lan)

1,552.09

1D 0.55%

YTD 7.09%

Crude oil ($/barrel)

73.86

1D 1.30%

YTD 52.92%

Gold ($/ounce)

1,801.15

1D -0.27%

YTD -5.38%

- China announced June inflation, Asian stocks mixed. In Japan, the Nikkei 225 gained 1.41%. Mainland China markets were down from the start with the Shanghai Composite down 0.04% and the Shenzhen Component down 0.259%. Hong Kong's Hang Seng rose 0.46%.

VIETNAM ECONOMY

Vnibor

0.94%

1D (bps) 4

YTD (bps) 81

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.20%

1D (bps) -1

YTD (bps) -2

10 year-Gov. Bond

2.13%

1D (bps) 14

YTD (bps) 10

USD/VND

23,105

1D (%) -0.02%

YTD (%) -0.31%

EUR/VND

28,084

1D (%) 0.11%

YTD (%) -3.50%

CNY/VND

3,619

1D (%) 0.11%

YTD (%) 1.29%

- Near the end of the second quarter, the central exchange rate suddenly rebounded after a long series of deep declines. This development is similar to that happened at the end of Q1. In the first 6 months of 2021, the USD/VND exchange rate continued to remain stable when the central exchange rate increased only 0.2% compared to the beginning of the year, equivalent to an increase. another 47 dong, to 23,178 dong/USD.

EVENT CALENDAR

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Ex-right date Thu, 06/20/24

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VN30

BANK

VCB

109,800

1D -1.08%

5D -4.44%

Buy Vol. 4,727,100

Sell Vol. 4,145,100

BID

44,900

1D -1.97%

5D -4.57%

Buy Vol. 5,626,400

Sell Vol. 6,590,100

CTG

37,600

1D -2.59%

5D -7.92%

Buy Vol. 31,081,700

Sell Vol. 30,624,500

TCB

56,600

1D 0.00%

5D 4.24%

Buy Vol. 67,645,600

Sell Vol. 65,310,400

VPB

68,800

1D -0.72%

5D -4.58%

Buy Vol. 37,545,600

Sell Vol. 34,324,500

MBB

41,850

1D -0.59%

5D -3.68%

Buy Vol. 57,112,600

Sell Vol. 75,588,400

HDB

35,000

1D -2.64%

5D -5.91%

Buy Vol. 5,990,800

Sell Vol. 6,746,000

TPB

37,000

1D -1.99%

5D -1.99%

Buy Vol. 8,325,300

Sell Vol. 9,624,300

STB

29,100

1D -3.64%

5D -7.62%

Buy Vol. 60,730,100

Sell Vol. 57,535,400

- TCB: The daughter of Chairman of the Board of Directors, Mr. Ho Hung Anh registered to buy 22,474,840 shares of TCB from July 12, 2021 to August 4, 2021, by order matching or put through method.

REAL ESTATE

NVL

103,500

1D -6.59%

5D -13.03%

Buy Vol. 7,616,300

Sell Vol. 7,331,600

TCH

20,000

1D -4.99%

5D -8.47%

Buy Vol. 7,365,600

Sell Vol. 13,703,400

KDH

36,600

1D -0.41%

5D -2.66%

Buy Vol. 4,814,700

Sell Vol. 5,080,700

PDR

94,400

1D -0.32%

5D -1.56%

Buy Vol. 3,489,300

Sell Vol. 3,212,400

- NVL: Nearly 390 million bonus shares of Novaland were traded since July 16. The number of securities after changing the listing of the enterprise increased to 1.47 billion shares.

OIL & GAS

GAS

91,700

1D -1.40%

5D -5.07%

Buy Vol. 1,882,100

Sell Vol. 2,196,700

POW

10,800

1D -4.85%

5D -10.00%

Buy Vol. 20,055,400

Sell Vol. 22,419,800

PLX

50,800

1D -2.87%

5D -8.30%

Buy Vol. 3,874,900

Sell Vol. 4,641,900

- GAS: The 1 MMTPA LNG storage project in Thi Vai is ahead of schedule. Total disbursed value for construction in the first 6 months of the year reached 3,327.8 billion VND.

VINGROUP

VIC

108,600

1D -2.16%

5D -7.57%

Buy Vol. 2,672,800

Sell Vol. 2,994,700

VHM

112,500

1D -2.17%

5D -4.66%

Buy Vol. 6,670,500

Sell Vol. 6,395,900

VRE

28,000

1D -6.35%

5D -11.67%

Buy Vol. 7,249,400

Sell Vol. 7,626,200

- VHM: Vinhomes wants to sell 60 million treasury shares. The number of treasury shares Vinhomes bought at the end of 2019 with a value of VND 5,550 billion.

FOOD & BEVERAGE

VNM

87,000

1D -1.58%

5D -3.44%

Buy Vol. 4,657,300

Sell Vol. 5,300,600

MSN

116,900

1D -2.42%

5D 2.63%

Buy Vol. 3,450,700

Sell Vol. 3,808,100

SBT

18,100

1D -6.22%

5D -13.81%

Buy Vol. 5,881,700

Sell Vol. 5,891,600

- VNM: Platinum Victory PTE.LTD did not buy any of the nearly 21 million shares registered to buy from June 9, 2021-July 8, 2021

OTHERS

BVH

118,900

1D -1.16%

5D -1.41%

Buy Vol. 828,300

Sell Vol. 956,600

VJC

118,900

1D -1.16%

5D -1.41%

Buy Vol. 828,300

Sell Vol. 956,600

FPT

89,700

1D -0.11%

5D -2.39%

Buy Vol. 5,253,600

Sell Vol. 6,215,300

MWG

176,500

1D 2.32%

5D 12.56%

Buy Vol. 2,036,000

Sell Vol. 1,783,400

PNJ

105,500

1D -0.09%

5D 6.03%

Buy Vol. 2,129,300

Sell Vol. 1,910,700

REE

52,900

1D -0.19%

5D -6.70%

Buy Vol. 1,251,400

Sell Vol. 1,407,400

SSI

52,600

1D -3.31%

5D -9.15%

Buy Vol. 24,857,100

Sell Vol. 25,180,700

HPG

47,300

1D -3.47%

5D -9.56%

Buy Vol. 71,350,400

Sell Vol. 79,973,300

-HPG: Hoa Phat Dung Quat proposed to invest in a project of more than VND 371 billion in Quang Ngai and the Quang Ngai Department of Finance assessed that the enterprise has enough basis to invest in the project with its own capital.

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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