Market Brief 16/07/2021

July 16, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,299.31

1D

0.42%

YTD

18.17%

VN30

1,438.05

1D

0.54%

YTD

35.87%

HNX

307.76

1D

0.48%

YTD

56.14%

UPCOM

85.33

1D

0.41%

YTD

15.58%

Net Foreign buy (B)

64.05

1D

0.00%

YTD

0.00%

Total trading value (B)

18,810.80

1D

3.51%

YTD

9.66%

- Session 16/7: Foreign investors continued to net buy 64 billion dong, focusing on "collecting" NVL and VIC. On the opposite side, foreign investors' discharge continued to be strong in banking such as CTG (64.4 billion dong), VCB (39.3 billion dong), STB (19 billion dong), HDB (17, 1 billion).

ETF & DERIVATIVES

E1VFVN30

24,500

1D

1.03%

YTD

30.32%

FUEMAV30

16,920

1D

0.00%

YTD

35.04%

FUESSV50

20,800

1D

0.97%

YTD

31.65%

FUESSVFL

21,150

1D

-0.09%

YTD

54.95%

FUEVFVND

24,700

1D

-0.80%

YTD

43.60%

FUEVN100

17,950

1D

0.28%

YTD

28.67%

0

0

1D

0.00%

YTD

0.00%

VN30F2203

1,438

1D

-0.07%

YTD

0.00%

VN30F2112

1,441

1D

0.08%

YTD

0.00%

VN30F2109

1,439

1D

0.16%

YTD

0.00%

VN30F2108

1,440

1D

0.57%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

28,003.08

1D

-0.12%

YTD

2.04%

Shanghai

3,539.30

1D

-0.71%

YTD

3.66%

Kospi

3,276.91

1D

-0.28%

YTD

14.04%

Hang Seng

28,082.00

1D

0.54%

YTD

3.44%

STI (Singapore)

3,152.30

1D

0.39%

YTD

9.87%

SET (Thái Lan)

1,574.37

1D

0.15%

YTD

8.63%

Crude oil ($/barrel)

71.83

1D

0.24%

YTD

48.72%

Gold ($/ounce)

1,822.85

1D

-0.27%

YTD

-4.24%

- Asian stocks mostly fell, waiting for Japan to make a monetary decision. In Japan, the Nikkei 225 fell 0.12%. The Chinese market fell with the Shanghai Composite down 0.71% and the Shenzhen Component down 1.299%. Hong Kong's Hang Seng rose 0.54%. South Korea's Kospi index fell 0.28%.

VIETNAM ECONOMY

Vnibor

0.93%

1D (bps)

1

YTD (bps)

80

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.23%

1D (bps)

12

YTD (bps)

1

10 year-Gov. Bond

1.98%

1D (bps)

-11

YTD (bps)

-5

USD/VND

23,110

1D (bps)

0.02%

YTD (bps)

-0.29%

EUR/VND

27,727

1D (bps)

-0.01%

YTD (bps)

-4.73%

CNY/VND

3,628

1D (bps)

-0.08%

YTD (bps)

1.54%

- According to data from the Ministry of Finance, in the first 6 months of the year, the State budget revenue has reached VND 781,000 billion, equaling 58.2% of the estimate and increasing by 16.3% over the same period in 2020. If compared with the same period of the same period of 2019 (no outbreak of Covid-19 yet), this year's revenue is 4.5% higher.

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.

2,858,700

Sell Vol.

2,223,600

1D chg

0.00%

5D chg

-6.65%

BID

42,500

Buy Vol.

2,604,700

Sell Vol.

3,509,100

1D chg

-0.47%

5D chg

-5.35%

CTG

34,650

Buy Vol.

22,448,300

Sell Vol.

23,350,100

1D chg

-1.00%

5D chg

-7.85%

TCB

51,600

Buy Vol.

36,515,200

Sell Vol.

29,850,500

1D chg

-0.96%

5D chg

-8.83%

VPB

64,500

Buy Vol.

23,298,200

Sell Vol.

24,471,000

1D chg

0.78%

5D chg

-6.25%

MBB

29,100

Buy Vol.

21,485,000

Sell Vol.

25,870,000

1D chg

-0.68%

5D chg

-6.12%

HDB

33,450

Buy Vol.

4,820,800

Sell Vol.

5,225,500

1D chg

0.75%

5D chg

-4.43%

TPB

33,900

Buy Vol.

3,522,100

Sell Vol.

3,771,300

1D chg

0.59%

5D chg

-8.38%

STB

28,450

Buy Vol.

50,014,700

Sell Vol.

37,488,400

1D chg

-1.22%

5D chg

-2.23%

- MBB, TPB and BIDV are the first banks to continue to sharply reduce lending rates until the end of 2021


Real Estate

NVL

104,600

Buy Vol.

6,026,100

Sell Vol.

5,019,000

1D chg

0.58%

5D chg

1.06%

TCH

19,200

Buy Vol.

6,861,700

Sell Vol.

10,370,600

1D chg

0.26%

5D chg

-4.00%

KDH

36,950

Buy Vol.

2,467,100

Sell Vol.

2,809,400

1D chg

1.65%

5D chg

0.96%

PDR

90,200

Buy Vol.

8,427,800

Sell Vol.

7,496,700

1D chg

3.44%

5D chg

-4.45%

- TCH: TCH wil issue nearly 200 million shares, priced at 12,800 VND/share. Expected mobilized capital is more than 2,550 billion VND for 2 housing projects in Hai Phong.


Oil & Gas

GAS

90,000

Buy Vol.

722,900

Sell Vol.

722,100

1D chg

-0.55%

5D chg

-1.85%

POW

10,600

Buy Vol.

13,801,700

Sell Vol.

12,956,500

1D chg

-0.93%

5D chg

-1.85%

PLX

51,100

Buy Vol.

1,891,900

Sell Vol.

1,848,500

1D chg

0.39%

5D chg

0.59%

- Oil prices continued dropping on Thursday's (15/07) as investors forecast increased supply following a deal between OPEC producers.


Vingroup

VIC

105,800

Buy Vol.

4,283,300

Sell Vol.

3,715,200

1D chg

3.73%

5D chg

-2.58%

VHM

109,000

Buy Vol.

4,049,400

Sell Vol.

4,356,500

1D chg

-1.18%

5D chg

-3.11%

VRE

27,700

Buy Vol.

4,983,500

Sell Vol.

6,330,900

1D chg

-1.07%

5D chg

-1.07%

- VHM: registered to sell all 60m treasury shares (1.79%) from July 26 to August 24. This is the amount of treasury shares that Vinhomes has bought back since the end of 2019


Food & Beverage

VNM

85,900

Buy Vol.

2,693,600

Sell Vol.

3,558,000

1D chg

0.82%

5D chg

-1.26%

MSN

120,500

Buy Vol.

4,515,000

Sell Vol.

3,779,700

1D chg

4.78%

5D chg

3.08%

SBT

19,000

Buy Vol.

6,999,600

Sell Vol.

5,977,600

1D chg

1.60%

5D chg

4.97%

- MSN and VNM were both in the top stocks that were net bought by foreign investors in today's session with the value of 59 billion dong and 45 billion dong, respectively.


Other

BVH

115,400

Buy Vol.

942,900

Sell Vol.

883,800

1D chg

0.52%

5D chg

-2.94%

VJC

115,400

Buy Vol.

942,900

Sell Vol.

883,800

1D chg

0.52%

5D chg

-2.94%

FPT

86,800

Buy Vol.

5,296,700

Sell Vol.

4,446,200

1D chg

1.64%

5D chg

-3.23%

MWG

168,100

Buy Vol.

1,290,000

Sell Vol.

1,201,900

1D chg

0.60%

5D chg

-4.76%

PNJ

96,000

Buy Vol.

1,360,600

Sell Vol.

1,087,000

1D chg

0.95%

5D chg

-9.00%

REE

51,900

Buy Vol.

1,065,200

Sell Vol.

730,000

1D chg

1.37%

5D chg

-1.89%

SSI

52,800

Buy Vol.

21,275,200

Sell Vol.

22,348,300

1D chg

-1.68%

5D chg

0.38%

HPG

46,750

Buy Vol.

41,267,700

Sell Vol.

45,917,700

1D chg

0.54%

5D chg

-1.16%

- HPG: The Fubon FTSE Vietnam ETF saw its total assets increase to more than 11 trillion dong, mainly thanks to the amount of new capital raised this week. With the newly raised capital, the big fund Fubon bought about 3.3 million shares of HPG, 3.1 million shares of CTG and 1.5 million shares of SSI.


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