Market Brief 13/07/2021

July 13, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,297.54

1D

0.10%

YTD

18.01%

VN30

1,440.87

1D

-0.15%

YTD

36.14%

HNX

296.70

1D

1.27%

YTD

50.53%

UPCOM

85.36

1D

1.75%

YTD

15.62%

Net Foreign buy (B)

-219.75

1D

0.00%

YTD

0.00%

Total trading value (B)

19,460.46

1D

-48.62%

YTD

13.45%

- Market liquidity today became much weaker, the total trading value of the whole floor was only approximately 19,400b dong. Regarding foreign transactions, after the previous 2 net buying sessions. They sold a net of approximately 220b dong in the whole market, focusing on strongly discharging stocks in the VN30 basket.

ETF & DERIVATIVES

E1VFVN30

24,950

1D

0.81%

YTD

32.71%

FUEMAV30

17,100

1D

0.71%

YTD

36.47%

FUESSV50

20,600

1D

0.98%

YTD

30.38%

FUESSVFL

21,250

1D

-0.65%

YTD

55.68%

FUEVFVND

25,220

1D

-2.44%

YTD

46.63%

FUEVN100

17,800

1D

-0.84%

YTD

27.60%

0

0

1D

0.00%

YTD

0.00%

VN30F2112

1,442

1D

-0.01%

YTD

0.00%

VN30F2109

1,444

1D

0.03%

YTD

0.00%

VN30F2108

1,445

1D

0.07%

YTD

0.00%

VN30F2107

1,447

1D

0.21%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

28,718.24

1D

-0.17%

YTD

4.64%

Shanghai

3,566.52

1D

0.53%

YTD

4.45%

Kospi

3,271.38

1D

0.77%

YTD

13.85%

Hang Seng

27,885.62

1D

0.65%

YTD

2.72%

STI (Singapore)

3,166.81

1D

0.63%

YTD

10.37%

SET (Thái Lan)

1,570.99

1D

1.36%

YTD

8.39%

Crude oil ($/barrel)

74.19

1D

-0.15%

YTD

53.60%

Gold ($/ounce)

1,808.85

1D

-0.03%

YTD

-4.98%

- China released trade data, Asian stocks mostly rose. In Japan, the Nikkei 225 alone fell 0.52%. The Chinese market rose from the start with the Shanghai Composite up 0.53%, the Shenzhen Component up 0.183%. Hong Kong's Hang Seng rose 0.65%, leading the region. South Korea's Kospi index rose 0.77%.

VIETNAM ECONOMY

Vnibor

0.92%

1D (bps)

-3

YTD (bps)

79

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.19%

1D (bps)

2

YTD (bps)

-3

10 year-Gov. Bond

2.16%

1D (bps)

3

YTD (bps)

13

USD/VND

23,110

1D (bps)

-0.04%

YTD (bps)

-0.29%

EUR/VND

28,049

1D (bps)

-0.23%

YTD (bps)

-3.62%

CNY/VND

3,628

1D (bps)

0.08%

YTD (bps)

1.54%

- Despite the epidemic, the gross domestic product in Ho Chi Minh City in the first six months of 2021 is estimated to increase by 5.46% over the same period last year. This result mainly comes from the recovery of the global economy, which helps to resume production chains for key industry groups of the City.

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

103,400

Buy Vol.

3,255,500

Sell Vol.

3,446,300

1D chg

-3.45%

5D chg

-7.68%

BID

42,400

Buy Vol.

3,900,700

Sell Vol.

3,517,700

1D chg

0.95%

5D chg

-3.64%

CTG

34,600

Buy Vol.

29,539,500

Sell Vol.

22,872,100

1D chg

-1.14%

5D chg

-7.92%

TCB

53,900

Buy Vol.

42,603,000

Sell Vol.

35,722,300

1D chg

0.75%

5D chg

-0.19%

VPB

64,000

Buy Vol.

25,893,400

Sell Vol.

27,370,800

1D chg

0.00%

5D chg

-9.86%

MBB

29,800

Buy Vol.

22,384,300

Sell Vol.

26,847,700

1D chg

0.00%

5D chg

0.33%

HDB

33,950

Buy Vol.

5,634,100

Sell Vol.

5,223,000

1D chg

0.44%

5D chg

-3.00%

TPB

34,800

Buy Vol.

6,594,100

Sell Vol.

5,432,500

1D chg

-0.71%

5D chg

-4.79%

STB

28,700

Buy Vol.

38,813,100

Sell Vol.

36,876,500

1D chg

1.06%

5D chg

-5.44%

- MBB: MBGroup's pre-tax profit reached nearly VND 8,000 billion, an increase of 56% over the same period, the parent bank's profit alone reached VND 7,038 billion, up 55% over the same period, the provision for covering bad debts exceeded 310%.


Real Estate

NVL

104,700

Buy Vol.

3,334,600

Sell Vol.

3,745,400

1D chg

-0.38%

5D chg

-10.51%

TCH

19,650

Buy Vol.

10,947,700

Sell Vol.

9,052,500

1D chg

4.80%

5D chg

-4.61%

KDH

36,300

Buy Vol.

2,240,400

Sell Vol.

3,486,300

1D chg

0.28%

5D chg

0.55%

PDR

87,000

Buy Vol.

3,149,800

Sell Vol.

3,849,900

1D chg

-4.29%

5D chg

-7.84%

- NVL: issued 300 million USD of international convertible bonds listed in Singapore (SGX). Funds raised from this issuance will focus on developing key projects and increasing land bank.


Oil & Gas

GAS

91,500

Buy Vol.

1,170,600

Sell Vol.

1,279,700

1D chg

3.98%

5D chg

6.64%

POW

10,550

Buy Vol.

20,670,000

Sell Vol.

16,665,200

1D chg

3.94%

5D chg

-7.86%

PLX

51,000

Buy Vol.

2,498,200

Sell Vol.

2,007,600

1D chg

2.72%

5D chg

-1.35%

- GAS: 1 MMTPA LNG storage project in Thi Vai is ahead of schedule. Total disbursement value for construction investment in the first 6 months of GAS reached VND3,327.8b


Vingroup

VIC

103,000

Buy Vol.

4,206,400

Sell Vol.

3,775,200

1D chg

-0.96%

5D chg

-8.04%

VHM

109,500

Buy Vol.

5,190,800

Sell Vol.

4,697,600

1D chg

1.39%

5D chg

-0.73%

VRE

27,850

Buy Vol.

6,118,100

Sell Vol.

4,499,200

1D chg

3.15%

5D chg

-5.59%

- VIC: On July 13, 2021, Vingroup officially announced the launch of Shop VinWonders Phu Quoc project at the Phu Quoc United Center resort - shopping - entertainment complex.


Food & Beverage

VNM

84,300

Buy Vol.

4,785,200

Sell Vol.

4,724,800

1D chg

-2.32%

5D chg

-3.10%

MSN

115,000

Buy Vol.

2,818,300

Sell Vol.

2,716,500

1D chg

-4.09%

5D chg

5.50%

SBT

18,000

Buy Vol.

12,059,800

Sell Vol.

5,983,900

1D chg

6.82%

5D chg

-6.25%

- MSN: Ho Chi Minh City closes traditional markets, Bach Hoa Xanh chains, WinMart/WinMart+ benefit from short-term stockpiling of necessities.


Other

BVH

119,900

Buy Vol.

724,600

Sell Vol.

848,000

1D chg

-0.08%

5D chg

0.50%

VJC

119,900

Buy Vol.

724,600

Sell Vol.

848,000

1D chg

-0.08%

5D chg

0.50%

FPT

87,000

Buy Vol.

4,815,800

Sell Vol.

4,188,000

1D chg

1.05%

5D chg

0.00%

MWG

175,000

Buy Vol.

1,579,300

Sell Vol.

1,414,700

1D chg

-0.91%

5D chg

12.90%

PNJ

99,200

Buy Vol.

1,159,900

Sell Vol.

1,199,600

1D chg

-2.84%

5D chg

-0.40%

REE

51,900

Buy Vol.

964,200

Sell Vol.

703,500

1D chg

-0.76%

5D chg

-1.14%

SSI

51,800

Buy Vol.

25,482,700

Sell Vol.

20,080,800

1D chg

4.65%

5D chg

-1.52%

HPG

45,500

Buy Vol.

53,146,400

Sell Vol.

45,215,700

1D chg

1.22%

5D chg

-5.21%

- VJC: Deputy General Director To Viet Thang sold 70,000 shares. Accordingly, reducing the number of share ownership to 206,000 shares. Transaction time: June 17, 2021 - FPT: Additional listing of 118,354,395 shares due to the issue of shares to pay dividends. Official transaction date: July 21, 2021


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