Market Brief 12/07/2021

July 12, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,296.30

1D

-3.77%

YTD

17.90%

VN30

1,443.10

1D

-3.43%

YTD

36.35%

HNX

292.98

1D

-4.48%

YTD

48.65%

UPCOM

83.89

1D

-3.66%

YTD

13.63%

Net Foreign buy (B)

1,427.44

1D

0.00%

YTD

0.00%

Total trading value (B)

37,876.51

1D

29.52%

YTD

120.81%

- Foreign investors' trade continued to go in a positive direction when buying 85 million shares, worth VND3,391 billion, while selling out 40.4 million shares, worth VND1,963 billion. Total net buying volume was nearly 44.7 million shares, equivalent to a net buying value of 1,427 billion dong.

ETF & DERIVATIVES

E1VFVN30

24,750

1D

-2.90%

YTD

31.65%

FUEMAV30

16,980

1D

-4.66%

YTD

35.51%

FUESSV50

20,400

1D

-2.86%

YTD

29.11%

FUESSVFL

21,390

1D

-7.00%

YTD

56.70%

FUEVFVND

25,850

1D

-1.15%

YTD

50.29%

FUEVN100

17,950

1D

-3.80%

YTD

28.67%

0

0

1D

0.00%

YTD

0.00%

VN30F2112

1,443

1D

-2.67%

YTD

0.00%

VN30F2109

1,443

1D

-2.61%

YTD

0.00%

VN30F2108

1,444

1D

-3.34%

YTD

0.00%

VN30F2107

1,444

1D

-3.55%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

28,569.02

1D

0.09%

YTD

4.10%

Shanghai

3,547.84

1D

0.67%

YTD

3.91%

Kospi

3,246.47

1D

0.89%

YTD

12.98%

Hang Seng

27,451.00

1D

0.03%

YTD

1.12%

STI (Singapore)

3,147.14

1D

0.50%

YTD

9.69%

SET (Thái Lan)

1,549.84

1D

-0.14%

YTD

6.93%

Crude oil ($/barrel)

73.26

1D

-1.91%

YTD

51.68%

Gold ($/ounce)

1,800.45

1D

-0.33%

YTD

-5.42%

- Asian stocks rise, investors monitor Covid-19 situation. In Japan, the Nikkei 225 gained 0.09%. The Chinese market rallied with the Shanghai Composite up 0.67% and the Shenzhen Component up 2.137%. Hong Kong's Hang Seng rose 0.03%. South Korea's Kospi index rose 0.89%.

VIETNAM ECONOMY

Vnibor

0.95%

1D (bps)

1

YTD (bps)

82

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.17%

1D (bps)

-3

YTD (bps)

-5

10 year-Gov. Bond

2.13%

1D (bps)

0

YTD (bps)

10

USD/VND

23,120

1D (bps)

0.06%

YTD (bps)

-0.25%

EUR/VND

28,091

1D (bps)

-0.13%

YTD (bps)

-3.48%

CNY/VND

3,625

1D (bps)

0.11%

YTD (bps)

1.46%

- On July 12, Vietnam Airlines said that from July to October 2021, it will reopen international routes between Vietnam and a number of destinations in Asia, Europe and Australia to serve the needs of passengers. customers, especially workers, international students who want to continue working and studying abroad and experts coming to work in Vietnam.

EVENT CALENDAR

By Ex-right date

M
T
W
T
F
S
S
13
14
15
16
17
18
19
Fri, 09/17/21

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

107,100

Buy Vol.

3,841,400

Sell Vol.

3,829,200

1D chg

-2.46%

5D chg

-5.72%

BID

42,000

Buy Vol.

7,472,400

Sell Vol.

8,881,000

1D chg

-6.46%

5D chg

-9.97%

CTG

35,000

Buy Vol.

38,780,200

Sell Vol.

42,709,500

1D chg

-6.91%

5D chg

-13.30%

TCB

53,500

Buy Vol.

80,989,500

Sell Vol.

85,227,900

1D chg

-5.48%

5D chg

-7.76%

VPB

64,000

Buy Vol.

26,718,600

Sell Vol.

38,319,500

1D chg

-6.98%

5D chg

-11.97%

MBB

29,800

Buy Vol.

53,965,800

Sell Vol.

71,585,500

1D chg

-3.87%

5D chg

-6.65%

HDB

33,800

Buy Vol.

9,260,800

Sell Vol.

10,893,600

1D chg

-3.43%

5D chg

-9.63%

TPB

35,050

Buy Vol.

9,782,000

Sell Vol.

11,669,600

1D chg

-5.27%

5D chg

-10.81%

STB

28,400

Buy Vol.

87,476,600

Sell Vol.

86,001,800

1D chg

-2.41%

5D chg

-12.88%

- TCB: Techcombank's Board of Directors approved the sale of corporate bonds held by Techcombank to TECHCOM Bond Investment Fund (TCBF)


Real Estate

NVL

105,100

Buy Vol.

7,390,100

Sell Vol.

6,392,900

1D chg

1.55%

5D chg

-8.61%

TCH

18,750

Buy Vol.

9,542,000

Sell Vol.

15,701,800

1D chg

-6.25%

5D chg

-11.97%

KDH

36,200

Buy Vol.

5,040,200

Sell Vol.

6,656,100

1D chg

-1.09%

5D chg

-1.63%

PDR

90,900

Buy Vol.

3,880,400

Sell Vol.

4,287,300

1D chg

-3.71%

5D chg

-4.32%

- NVL: Additional listing of 385,914,051 shares due to the issue of stock dividends. Effective listing time: 12/07/2021


Oil & Gas

GAS

88,000

Buy Vol.

1,587,500

Sell Vol.

1,638,900

1D chg

-4.03%

5D chg

-4.35%

POW

10,150

Buy Vol.

22,430,400

Sell Vol.

29,767,700

1D chg

-6.02%

5D chg

-13.25%

PLX

49,650

Buy Vol.

4,699,500

Sell Vol.

4,189,800

1D chg

-2.26%

5D chg

-8.90%

- GAS: gas mobilization for power production in the first 6 months of 2021 is very low, only reaching about 79% of the plan. Some upstream incidents affect business operations.


Vingroup

VIC

104,000

Buy Vol.

3,934,900

Sell Vol.

5,001,700

1D chg

-4.24%

5D chg

-9.57%

VHM

108,000

Buy Vol.

12,150,300

Sell Vol.

12,130,000

1D chg

-4.00%

5D chg

-8.86%

VRE

27,000

Buy Vol.

9,982,200

Sell Vol.

10,123,600

1D chg

-3.57%

5D chg

-8.47%

- VinFast put branches in the US, Canada, France, Germany and the Netherlands into operation to prepare for the market launch.


Food & Beverage

VNM

86,300

Buy Vol.

7,706,500

Sell Vol.

8,051,100

1D chg

-0.80%

5D chg

-3.25%

MSN

119,900

Buy Vol.

3,605,800

Sell Vol.

3,203,500

1D chg

2.57%

5D chg

7.44%

SBT

16,850

Buy Vol.

8,931,600

Sell Vol.

9,886,900

1D chg

-6.91%

5D chg

-17.80%

- VNM: PLATINUM VICTORY PTE. LTD. continued to register to buy nearly 21 million shares. Transaction registration period is from July 14, 2021 to August 12, 2021


Other

BVH

120,000

Buy Vol.

1,351,000

Sell Vol.

1,365,400

1D chg

0.93%

5D chg

1.44%

VJC

120,000

Buy Vol.

1,351,000

Sell Vol.

1,365,400

1D chg

0.93%

5D chg

1.44%

FPT

86,100

Buy Vol.

11,518,700

Sell Vol.

10,617,200

1D chg

-4.01%

5D chg

-7.12%

MWG

176,600

Buy Vol.

3,235,600

Sell Vol.

2,978,700

1D chg

0.06%

5D chg

6.07%

PNJ

102,100

Buy Vol.

2,576,600

Sell Vol.

2,571,000

1D chg

-3.22%

5D chg

2.82%

REE

52,300

Buy Vol.

2,330,800

Sell Vol.

1,979,800

1D chg

-1.13%

5D chg

-4.56%

SSI

49,500

Buy Vol.

34,877,300

Sell Vol.

39,423,300

1D chg

-5.89%

5D chg

-12.39%

HPG

44,950

Buy Vol.

100,130,500

Sell Vol.

108,524,700

1D chg

-4.97%

5D chg

-12.21%

- MWG: The most active contributor to the Arisaig Asia Consumer Fund's portfolio performance is Mobile World (MWG) and two Asian technology and e-commerce giants, SEA and JD.com. In which, SEA helped fund performance increase by 0.6% in June, with MWG at 0.5% and JD.com at 0.4%.


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