Market Brief 19/07/2021

July 19, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,243.51

1D

-4.29%

YTD

13.10%

VN30

1,374.15

1D

-4.44%

YTD

29.83%

HNX

292.06

1D

-5.10%

YTD

48.18%

UPCOM

82.59

1D

-3.21%

YTD

11.87%

Net Foreign buy (B)

-84.44

1D

YTD

Total trading value (B)

25,810.69

1D

39.08%

YTD

50.47%

- Under the negative impact of key stocks, VN-Index continued to plunge and fell more than 30 points from the ATO session. Although bottom-fishing appeared after strong dips, the supply was so large that the main index in the whole session kept its downward momentum and continuously broke through the bottoms, sometimes losing 60 points before recovering slightly recovered.

ETF & DERIVATIVES

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

27,652.74

1D

0.29%

YTD

0.76%

Shanghai

3,539.12

1D

-0.01%

YTD

3.65%

Kospi

3,244.04

1D

-1.00%

YTD

12.90%

Hang Seng

27,456.62

1D

-0.05%

YTD

1.14%

STI (Singapore)

3,111.20

1D

-1.30%

YTD

8.43%

SET (Thái Lan)

1,556.01

1D

-1.17%

YTD

7.36%

Crude oil ($/barrel)

69.58

1D

-1.19%

YTD

44.06%

Gold ($/ounce)

1,803.95

1D

-0.52%

YTD

-5.24%

- Asian stocks mostly fell, oil prices fell after OPEC + agreed to increase production. Except in Japan, Nikkei 225 gained 0.29%. The Chinese market fell with the Shanghai Composite down 0.01%. Hong Kong's Hang Seng fell 0.05%. South Korea's Kospi index fell 1%.

VIETNAM ECONOMY

Vnibor

0.93%

1D (bps)

0

YTD (bps)

80

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.24%

1D (bps)

1

YTD (bps)

2

10 year-Gov. Bond

2.00%

1D (bps)

2

YTD (bps)

-3

USD/VND

23,120

1D (bps)

0.04%

YTD (bps)

-0.25%

EUR/VND

27,659

1D (bps)

-0.20%

YTD (bps)

-4.96%

CNY/VND

3,619

1D (bps)

-0.03%

YTD (bps)

1.29%

- The Ministry of Finance said that the preferential import and export tax rates for a number of items that have increased sharply in the past time are expected to be revised to contribute to stabilizing the macro economy and reducing difficulties for businesses.

EVENT CALENDAR

By Ex-right date

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Fri, 09/17/21

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SELECTED NEWS

VN30

Bank

VCB

97,000

Buy Vol.

4,066,200

Sell Vol.

3,567,800

1D chg

-5.37%

5D chg

-9.43%

BID

39,650

Buy Vol.

5,141,400

Sell Vol.

5,062,000

1D chg

-6.71%

5D chg

-5.60%

CTG

32,250

Buy Vol.

35,786,500

Sell Vol.

34,181,200

1D chg

-6.93%

5D chg

-7.86%

TCB

48,000

Buy Vol.

68,407,000

Sell Vol.

62,831,700

1D chg

-6.98%

5D chg

-10.28%

VPB

60,000

Buy Vol.

25,167,100

Sell Vol.

26,544,500

1D chg

-6.98%

5D chg

-6.25%

MBB

27,150

Buy Vol.

36,745,900

Sell Vol.

38,249,700

1D chg

-6.70%

5D chg

-8.89%

HDB

31,900

Buy Vol.

5,061,500

Sell Vol.

6,005,400

1D chg

-4.63%

5D chg

-5.62%

TPB

31,550

Buy Vol.

7,380,100

Sell Vol.

8,164,300

1D chg

-6.93%

5D chg

-9.99%

STB

27,500

Buy Vol.

63,519,000

Sell Vol.

56,703,500

1D chg

-3.34%

5D chg

-3.17%

- MBB's consolidated profit was nearly 8,000b dong in the first 6 months, an increase of 56% over the same period and completed more than 60% of the whole year target (13,200b dong). VCB estimated pre-tax profit of more than 14,500 dong, up 36% over the same period last year. This year, the bank set a profit target of VND 25,580b, thus completing more than 56% after 6 months. CTG sets a profit target of 16,800b dong this year. Meanwhile, in the first 6 months of the year, the bank estimated pre-tax profit of about 13tr dong, completing 3/4 of the whole year's journey.


Real Estate

NVL

103,000

Buy Vol.

5,403,200

Sell Vol.

4,767,000

1D chg

-1.53%

5D chg

-2.00%

TCH

18,050

Buy Vol.

23,403,800

Sell Vol.

14,754,800

1D chg

-5.99%

5D chg

-3.73%

KDH

37,300

Buy Vol.

14,122,900

Sell Vol.

14,779,700

1D chg

0.95%

5D chg

3.04%

PDR

87,800

Buy Vol.

3,142,300

Sell Vol.

3,589,100

1D chg

-2.66%

5D chg

-3.41%

- PDR: As of July 10, 2021, PDR's short-term loans are at VND 350.95 billion. Specifically, in the second quarter of 2021, PDR has paid off 1,283.55 billion dong of short-term loans.


Oil & Gas

GAS

86,700

Buy Vol.

1,289,100

Sell Vol.

1,029,700

1D chg

-3.67%

5D chg

-1.48%

POW

10,100

Buy Vol.

20,508,000

Sell Vol.

19,340,800

1D chg

-4.72%

5D chg

-0.49%

PLX

49,000

Buy Vol.

2,350,300

Sell Vol.

2,648,300

1D chg

-4.11%

5D chg

-1.31%

- POW: just announced business results for the first 6 months with total revenue estimated at VND 16,456b and profit after tax estimated at VND 1,393b, up 4% and 2% respectively


Vingroup

VIC

102,900

Buy Vol.

3,205,600

Sell Vol.

3,366,200

1D chg

-2.74%

5D chg

-1.06%

VHM

104,300

Buy Vol.

7,341,100

Sell Vol.

5,429,300

1D chg

-4.31%

5D chg

-3.43%

VRE

26,800

Buy Vol.

8,747,400

Sell Vol.

9,486,100

1D chg

-3.25%

5D chg

-0.74%

- VHM was suddenly net bought by foreign investors in today's session with a value of more than 36 billion dong.


Food & Beverage

VNM

85,000

Buy Vol.

5,860,900

Sell Vol.

6,006,800

1D chg

-1.05%

5D chg

-1.51%

MSN

119,400

Buy Vol.

2,563,600

Sell Vol.

2,788,000

1D chg

-0.91%

5D chg

-0.42%

SBT

18,000

Buy Vol.

4,126,000

Sell Vol.

4,734,400

1D chg

-5.26%

5D chg

6.82%

- SBT: Collecting shareholders' written opinions on the payment of 5% stock dividend. The expected number of shares to be issued is 30,857,907 shares


Other

VJC

114,000

Buy Vol.

688,700

Sell Vol.

958,800

1D chg

-1.21%

5D chg

-5.00%

BVH

48,000

Buy Vol.

1,602,600

Sell Vol.

1,740,600

1D chg

-5.88%

5D chg

-4.57%

FPT

84,700

Buy Vol.

5,994,600

Sell Vol.

5,198,600

1D chg

-2.42%

5D chg

-1.63%

MWG

156,500

Buy Vol.

2,784,600

Sell Vol.

3,082,600

1D chg

-6.90%

5D chg

-11.38%

PNJ

91,600

Buy Vol.

1,321,500

Sell Vol.

1,383,400

1D chg

-4.58%

5D chg

-10.28%

REE

50,800

Buy Vol.

1,133,600

Sell Vol.

993,500

1D chg

-2.12%

5D chg

-2.87%

SSI

49,300

Buy Vol.

27,993,300

Sell Vol.

27,193,000

1D chg

-6.63%

5D chg

-0.40%

HPG

44,300

Buy Vol.

72,775,300

Sell Vol.

67,688,300

1D chg

-5.24%

5D chg

-1.45%

- PNJ: Hanoi Investments Holdings Limited announced that it had sold 115,200 PNJ shares to reduce the holding of Dragon Capital group to 22.6 million units, equivalent to 9.9% of charter 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