Market Brief 15/07/2021

July 15, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,293.92

1D

1.09%

YTD

17.68%

VN30

1,430.29

1D

1.42%

YTD

35.14%

HNX

306.30

1D

3.19%

YTD

55.40%

UPCOM

84.98

1D

0.50%

YTD

15.10%

Net Foreign buy (B)

735.64

1D

0.00%

YTD

0.00%

Total trading value (B)

18,173.70

1D

-16.64%

YTD

5.95%

- Session 15/7, foreign investors strongly poured over 735 billion dong, VN-Index recovered after a deep drop. Foreign investors' buying power focused on Bluechips such as HPG (VND 227.3 billion), SSI (VND 150.9 billion), STB (VND 119.4 billion), VNM (VND 86 billion)...

ETF & DERIVATIVES

E1VFVN30

24,250

1D

0.58%

YTD

28.99%

FUEMAV30

16,920

1D

0.65%

YTD

35.04%

FUESSV50

20,600

1D

0.98%

YTD

30.38%

FUESSVFL

21,170

1D

2.77%

YTD

55.09%

FUEVFVND

24,900

1D

-0.32%

YTD

44.77%

FUEVN100

17,900

1D

1.70%

YTD

28.32%

0

0

1D

0.00%

YTD

0.00%

VN30F2112

1,439

1D

2.33%

YTD

0.00%

VN30F2109

1,440

1D

-0.37%

YTD

0.00%

VN30F2108

1,437

1D

1.71%

YTD

0.00%

VN30F2107

1,432

1D

1.62%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

28,279.09

1D

-0.32%

YTD

3.04%

Shanghai

3,564.59

1D

1.02%

YTD

4.40%

Kospi

3,286.22

1D

0.66%

YTD

14.36%

Hang Seng

27,973.37

1D

0.33%

YTD

3.04%

STI (Singapore)

3,139.98

1D

-0.42%

YTD

9.44%

SET (Thái Lan)

1,572.01

1D

0.15%

YTD

8.46%

Crude oil ($/barrel)

72.07

1D

-0.14%

YTD

49.21%

Gold ($/ounce)

1,827.60

1D

-0.11%

YTD

-3.99%

- China announced second quarter GDP, Asian stocks mixed. In Japan, the Nikkei 225 fell 0.32%. The Chinese market rallied with the Shanghai Composite up 1.02%. Hong Kong's Hang Seng rose 0.33%. South Korea's Kospi index rose 0.66%.

VIETNAM ECONOMY

Vnibor

0.92%

1D (bps)

-1

YTD (bps)

79

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.11%

1D (bps)

-20

YTD (bps)

-11

10 year-Gov. Bond

2.09%

1D (bps)

-1

YTD (bps)

6

USD/VND

23,105

1D (bps)

-0.02%

YTD (bps)

-0.31%

EUR/VND

27,769

1D (bps)

-0.04%

YTD (bps)

-4.58%

CNY/VND

3,632

1D (bps)

0.14%

YTD (bps)

1.65%

- After the land plot fever at the beginning of the year, up to now, this market has basically been controlled and gradually stabilized. However, the volume of transactions is still low. Meanwhile, the field of retail real estate, resort tourism and social housing development still face many difficulties...

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

102,500

Buy Vol.

4,226,600

Sell Vol.

2,833,300

1D chg

0.69%

5D chg

-7.66%

BID

42,700

Buy Vol.

3,451,000

Sell Vol.

4,071,400

1D chg

0.23%

5D chg

-6.77%

CTG

35,000

Buy Vol.

41,258,400

Sell Vol.

25,480,300

1D chg

3.86%

5D chg

-9.33%

TCB

52,100

Buy Vol.

44,263,400

Sell Vol.

35,710,100

1D chg

2.16%

5D chg

-7.95%

VPB

64,000

Buy Vol.

31,802,200

Sell Vol.

26,186,600

1D chg

4.07%

5D chg

-7.65%

MBB

29,300

Buy Vol.

31,098,300

Sell Vol.

25,717,200

1D chg

1.56%

5D chg

-6.04%

HDB

33,200

Buy Vol.

5,179,100

Sell Vol.

4,568,200

1D chg

1.68%

5D chg

-7.65%

TPB

33,700

Buy Vol.

6,344,000

Sell Vol.

4,707,200

1D chg

2.12%

5D chg

-10.73%

STB

28,800

Buy Vol.

57,634,100

Sell Vol.

35,217,000

1D chg

5.11%

5D chg

-4.64%

- VPB: is expected to issue a total of nearly 1.98 billion shares to pay dividends and reward shareholders, corresponding to the right exercise rate of 80%. The total value of issuance at the maximum par value is nearly VND 19,758 billion.


Real Estate

NVL

104,000

Buy Vol.

4,038,400

Sell Vol.

3,801,400

1D chg

0.00%

5D chg

-6.14%

TCH

19,150

Buy Vol.

6,578,400

Sell Vol.

9,081,600

1D chg

0.26%

5D chg

-9.03%

KDH

36,350

Buy Vol.

2,483,900

Sell Vol.

2,502,200

1D chg

-1.22%

5D chg

-1.09%

PDR

87,200

Buy Vol.

3,920,300

Sell Vol.

3,758,300

1D chg

-0.34%

5D chg

-7.92%

- NVL: is expected to raise capital from 1 to 2 billion USD from domestic and international sources. In particular, the company said it will focus on mid-high-end real estate with a land fund of about 5,400 hectares


Oil & Gas

GAS

90,500

Buy Vol.

1,071,000

Sell Vol.

845,200

1D chg

-0.88%

5D chg

-2.69%

POW

10,700

Buy Vol.

14,138,900

Sell Vol.

10,674,100

1D chg

2.39%

5D chg

-5.73%

PLX

50,900

Buy Vol.

2,190,700

Sell Vol.

1,905,500

1D chg

0.00%

5D chg

-2.68%

- Oil prices fell sharply on Wednesday (July 14), after Reuters reported that Saudi Arabia and the UAE had reached a compromise to unlock the OPEC+ deal.


Vingroup

VIC

102,000

Buy Vol.

4,463,400

Sell Vol.

3,409,300

1D chg

-0.97%

5D chg

-8.11%

VHM

110,300

Buy Vol.

7,252,000

Sell Vol.

6,891,900

1D chg

0.73%

5D chg

-4.09%

VRE

28,000

Buy Vol.

5,834,300

Sell Vol.

6,691,100

1D chg

-0.88%

5D chg

-6.35%

- VIC and VRE were both among the top net sellers in today's session with a value of 59.5 and 18 billion dong, respectively.


Food & Beverage

VNM

85,200

Buy Vol.

5,616,900

Sell Vol.

4,927,000

1D chg

0.24%

5D chg

-3.62%

MSN

115,000

Buy Vol.

2,223,500

Sell Vol.

2,253,800

1D chg

-1.03%

5D chg

-4.01%

SBT

18,700

Buy Vol.

7,270,000

Sell Vol.

4,048,900

1D chg

6.86%

5D chg

-3.11%

- SBT: Collecting shareholders' written opinions on the registration and listing of bonds issued to the public.


Other

BVH

114,800

Buy Vol.

1,635,100

Sell Vol.

1,407,600

1D chg

-1.88%

5D chg

-4.57%

VJC

114,800

Buy Vol.

1,635,100

Sell Vol.

1,407,600

1D chg

-1.88%

5D chg

-4.57%

FPT

85,400

Buy Vol.

5,598,000

Sell Vol.

4,108,700

1D chg

0.23%

5D chg

-4.90%

MWG

167,100

Buy Vol.

2,351,600

Sell Vol.

1,676,700

1D chg

0.36%

5D chg

-3.13%

PNJ

95,100

Buy Vol.

1,924,500

Sell Vol.

1,610,000

1D chg

-0.94%

5D chg

-9.94%

REE

51,200

Buy Vol.

828,600

Sell Vol.

572,100

1D chg

0.20%

5D chg

-3.40%

SSI

53,700

Buy Vol.

29,346,300

Sell Vol.

22,761,900

1D chg

5.29%

5D chg

-1.29%

HPG

46,500

Buy Vol.

57,620,800

Sell Vol.

45,675,400

1D chg

3.33%

5D chg

-5.10%

- MWG: Bach Hoa Xanh increased the price of fresh goods due to increased input costs. MWG, the owner of Bach Hoa Xanh store chain, said that before the price fluctuations and the sudden increase in shopping demand during this 4th outbreak, the company confirmed that there is no owner to increase retail prices to make a profit. During the pandemic


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