Market Brief 20/07/2021

July 20, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,273.29

1D

2.39%

YTD

15.81%

VN30

1,411.02

1D

2.68%

YTD

33.32%

HNX

301.11

1D

3.10%

YTD

52.77%

UPCOM

83.69

1D

1.33%

YTD

13.36%

Net Foreign buy (B)

38.74

1D

0.00%

YTD

0.00%

Total trading value (B)

20,888.59

1D

-19.07%

YTD

21.78%

- Foreign investors' trade today was positive when they returned to a slight net buying of nearly 39 billion dong. Notably, on HNX, foreign investors strongly bought more than 341 billion dong of PVI shares, this amount of net buying caused foreign investors' cash flow to reverse to positive value. Besides, at HoSE and UpCOM, foreign investors continued to sell strongly today

ETF & DERIVATIVES

E1VFVN30

23,980

1D

-2.12%

YTD

27.55%

FUEMAV30

16,500

1D

-2.48%

YTD

31.68%

FUESSV50

20,500

1D

-1.44%

YTD

29.75%

FUESSVFL

20,440

1D

-3.36%

YTD

49.74%

FUEVFVND

23,820

1D

-3.56%

YTD

38.49%

FUEVN100

17,640

1D

-1.73%

YTD

26.45%

0

0

1D

0.00%

YTD

0.00%

VN30F2203

1,401

1D

-

YTD

0.00%

VN30F2112

1,405

1D

2.74%

YTD

0.00%

VN30F2109

1,407

1D

2.69%

YTD

0.00%

VN30F2108

1,405

1D

2.70%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

27,388.16

1D

-0.48%

YTD

-0.20%

Shanghai

3,536.79

1D

-0.07%

YTD

3.58%

Kospi

3,232.70

1D

-0.35%

YTD

12.50%

Hang Seng

27,213.12

1D

-0.91%

YTD

0.24%

STI (Singapore)

3,111.20

1D

0.00%

YTD

8.43%

SET (Thái Lan)

1,538.86

1D

-1.10%

YTD

6.18%

Crude oil ($/barrel)

66.50

1D

-0.37%

YTD

37.68%

Gold ($/ounce)

1,817.35

1D

-0.03%

YTD

-4.53%

- Asian stocks fell after Wall Street's plunge. In Japan, the Nikkei 225 fell 0.48%. The Chinese market fell with the Shanghai Composite down 0.07%. Hong Kong's Hang Seng fell 0.91%. South Korea's Kospi index fell 0.35%.

VIETNAM ECONOMY

Vnibor

0.95%

1D (bps)

2

YTD (bps)

82

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.11%

1D (bps)

-13

YTD (bps)

-11

10 year-Gov. Bond

2.06%

1D (bps)

6

YTD (bps)

3

USD/VND

23,125

1D (bps)

0.02%

YTD (bps)

-0.23%

EUR/VND

27,763

1D (bps)

0.19%

YTD (bps)

-4.60%

CNY/VND

3,624

1D (bps)

0.19%

YTD (bps)

1.43%

- ADB has just released an update to its Asia Development Outlook 2021 report, which lowered its forecast for Vietnam's economic growth this year to 5.8%, 0.9 percentage points lower than the previous forecast in April. This is due to the relatively slow implementation of vaccination, the application of prolonged distancing measures at the growth poles, which greatly affects the circulation of trade and limits economic activities

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

100,200

Buy Vol.

5,209,900

Sell Vol.

3,484,600

1D chg

-2.24%

5D chg

-3.09%

BID

41,000

Buy Vol.

5,450,500

Sell Vol.

4,265,100

1D chg

-3.53%

5D chg

-3.30%

CTG

33,250

Buy Vol.

50,867,300

Sell Vol.

28,790,700

1D chg

-4.04%

5D chg

-3.90%

TCB

49,500

Buy Vol.

45,281,000

Sell Vol.

39,535,400

1D chg

-4.07%

5D chg

-8.16%

VPB

60,600

Buy Vol.

20,295,400

Sell Vol.

18,734,300

1D chg

-6.05%

5D chg

-5.31%

MBB

27,900

Buy Vol.

33,843,600

Sell Vol.

26,867,900

1D chg

-4.12%

5D chg

-6.38%

HDB

33,400

Buy Vol.

5,260,700

Sell Vol.

4,737,100

1D chg

-0.15%

5D chg

-1.62%

TPB

33,000

Buy Vol.

11,293,700

Sell Vol.

10,413,700

1D chg

-2.65%

5D chg

-5.17%

STB

28,100

Buy Vol.

43,389,500

Sell Vol.

34,403,500

1D chg

-1.23%

5D chg

-2.09%

- CTG: The Board of Directors approved the plan to issue private bonds for the 5th period in 2021 with a value of VND 50 billion to increase the size of Tier 2 capital for issuers.


Real Estate

NVL

103,500

Buy Vol.

5,294,900

Sell Vol.

3,770,600

1D chg

-1.05%

5D chg

-1.15%

TCH

18,850

Buy Vol.

43,885,400

Sell Vol.

12,872,800

1D chg

-1.82%

5D chg

-4.07%

KDH

36,900

Buy Vol.

5,066,000

Sell Vol.

5,797,600

1D chg

-0.14%

5D chg

1.65%

PDR

89,900

Buy Vol.

4,791,700

Sell Vol.

3,430,500

1D chg

-0.33%

5D chg

3.33%

- NVL: On July 19, 2021, USD 300 million of international convertible bonds were listed and traded on the Singapore Stock Exchange.


Oil & Gas

GAS

89,000

Buy Vol.

1,526,600

Sell Vol.

988,900

1D chg

-1.11%

5D chg

-2.73%

POW

10,300

Buy Vol.

16,134,700

Sell Vol.

13,926,900

1D chg

-2.83%

5D chg

-2.37%

PLX

49,350

Buy Vol.

2,870,000

Sell Vol.

2,962,200

1D chg

-3.42%

5D chg

-3.24%

- POW: In 2021, POW sets a target of total revenue of VND28,404b and profit after tax of VND1,325b, after the first half of the year, the Company has achieved 58% of revenue and exceeded 5% of profit plan.


Vingroup

VIC

103,000

Buy Vol.

3,731,500

Sell Vol.

3,143,600

1D chg

-2.65%

5D chg

0.00%

VHM

106,600

Buy Vol.

7,436,200

Sell Vol.

5,498,900

1D chg

-2.20%

5D chg

-2.65%

VRE

26,700

Buy Vol.

13,002,900

Sell Vol.

9,529,900

1D chg

-3.61%

5D chg

-4.13%

- VIC and VRE were both strongly sold by foreign investors in today's session with the value of nearly 114 and 83 billion dong, respectively.


Food & Beverage

VNM

85,900

Buy Vol.

5,079,300

Sell Vol.

4,533,900

1D chg

0.00%

5D chg

1.90%

MSN

123,000

Buy Vol.

3,440,200

Sell Vol.

2,855,000

1D chg

2.07%

5D chg

6.96%

SBT

18,500

Buy Vol.

7,115,500

Sell Vol.

6,445,100

1D chg

-2.63%

5D chg

2.78%

- MSN: Sunflower Construction Company Limited registered to buy 1.5 million MSN shares, bringing the total ownership to nearly 158 million shares (13.38%)


Other

BVH

114,500

Buy Vol.

745,400

Sell Vol.

793,700

1D chg

-0.78%

5D chg

-4.50%

VJC

114,500

Buy Vol.

745,400

Sell Vol.

793,700

1D chg

-0.78%

5D chg

-4.50%

FPT

86,800

Buy Vol.

5,074,200

Sell Vol.

4,031,800

1D chg

0.00%

5D chg

-0.23%

MWG

164,600

Buy Vol.

1,830,300

Sell Vol.

1,675,900

1D chg

-2.08%

5D chg

-5.94%

PNJ

92,000

Buy Vol.

1,525,600

Sell Vol.

1,308,900

1D chg

-4.17%

5D chg

-7.26%

REE

51,700

Buy Vol.

1,157,100

Sell Vol.

864,200

1D chg

-0.39%

5D chg

-0.39%

SSI

52,700

Buy Vol.

28,880,100

Sell Vol.

23,555,700

1D chg

-0.19%

5D chg

1.74%

HPG

47,300

Buy Vol.

78,940,400

Sell Vol.

60,208,300

1D chg

1.18%

5D chg

3.96%

- FPT: in the first 6 months, the company recorded revenue of 16,228 billion dong, profit before tax of 2,936 billion dong; up 19.2% and 21% respectively over the same period last year. Thus, after the first half of the year, the company has completed nearly 50% of the year's revenue and profit targets.


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