Market Brief 21/07/2021 - Pinetree Securities
Market Brief 21/07/2021
Market brief July 21, 2021

Market Brief 21/07/2021

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Market Brief 21/07/2021

VIETNAM STOCK MARKET

VN-INDEX

1,270.79

1D -0.20%

YTD 15.58%

VN30

1,406.54

1D -0.32%

YTD 32.89%

HNX

300.80

1D -0.10%

YTD 52.61%

UPCOM

84.30

1D 0.73%

YTD 14.18%

Net Foreign buy (B)

-1,440.83

1D 0.00%

YTD 0.00%

Total trading value (B)

17,885.95

1D -14.37%

YTD 4.27%

- The minus point today is foreign investors when they net sold a record of 1,441 billion dong in the whole market. Notably, VIC shares were net withdrawn by foreign investors of nearly 1,180 billion dong with a volume of more than 11.4 million shares, mainly through put-through transactions.

ETF & DERIVATIVES

E1VFVN30

23,600

1D -1.58%

YTD 25.53%

FUEMAV30

16,730

1D 1.39%

YTD 33.52%

FUESSV50

20,500

1D 0.00%

YTD 29.75%

FUESSVFL

20,470

1D 0.15%

YTD 49.96%

FUEVFVND

24,480

1D 2.77%

YTD 42.33%

FUEVN100

17,560

1D -0.45%

YTD 25.88%

VN30F2203

1,400

1D -0.10%

YTD 0.00%

VN30F2112

1,413

1D 0.54%

YTD 0.00%

VN30F2109

1,403

1D -0.31%

YTD 0.00%

VN30F2108

1,402

1D -0.21%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,548.00

1D -0.80%

YTD 0.38%

Shanghai

3,562.66

1D 0.73%

YTD 4.34%

Kospi

3,215.91

1D -0.52%

YTD 11.92%

Hang Seng

27,201.00

1D -0.43%

YTD 0.20%

STI (Singapore)

3,119.00

1D 0.25%

YTD 8.71%

SET (Thái Lan)

1,540.88

1D 0.13%

YTD 6.32%

Crude oil ($/barrel)

68.19

1D 1.94%

YTD 41.18%

Gold ($/ounce)

1,802.20

1D -0.19%

YTD -5.33%

- Asian stocks mixed after Wall Street's rally. Japan's Nikkei 225 fell 0.8%. China's stock market rallied with the Shanghai Composite up 0.73% and the Shenzhen Component up 1.341%. Hong Kong's Hang Seng fell 0.43%. South Korea's Kospi index fell 0.52%.

VIETNAM ECONOMY

Vnibor

0.95%

YTD (bps) 82

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.17%

1D (bps) 6

YTD (bps) -5

10 year-Gov. Bond

2.12%

1D (bps) 6

YTD (bps) 9

USD/VND

23,115

1D (%) -0.04%

YTD (%) -0.27%

EUR/VND

27,722

1D (%) -0.04%

YTD (%) -4.75%

CNY/VND

3,627

1D (%) 0.17%

YTD (%) 1.51%

- According to the latest information announced by the General Department of Customs on July 20, export turnover reached USD12.78b, a sharp decrease of USD2b compared to the second half of June 2021 and a decrease of 13.9% compared to the previous year. Import turnover reached 14.6 billion USD, an increase of nearly 700 million USD compared to the second half of June 2021 but down 4.8% over the same period in 2020. In the first 15 days of July 2021, Vietnam had a trade deficit. 1.82 billion USD.

EVENT CALENDAR

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Ex-right date Fri, 12/27/24

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VN30

BANK

VCB

99,000

1D -1.20%

5D -2.75%

Buy Vol. 2,136,600

Sell Vol. 2,372,900

BID

40,700

1D -0.73%

5D -4.46%

Buy Vol. 2,809,200

Sell Vol. 2,175,100

CTG

32,850

1D -1.20%

5D -2.52%

Buy Vol. 17,791,700

Sell Vol. 22,553,700

TCB

50,300

1D 1.62%

5D -1.37%

Buy Vol. 41,647,500

Sell Vol. 39,896,500

VPB

60,300

1D -0.50%

5D -1.95%

Buy Vol. 12,686,500

Sell Vol. 13,955,800

MBB

28,000

1D 0.36%

5D -2.95%

Buy Vol. 21,859,700

Sell Vol. 25,701,100

HDB

32,200

1D -3.59%

5D -1.38%

Buy Vol. 6,250,000

Sell Vol. 5,966,500

TPB

33,100

1D 0.30%

5D 0.30%

Buy Vol. 8,312,400

Sell Vol. 9,546,800

STB

27,850

1D -0.89%

5D 1.64%

Buy Vol. 32,874,500

Sell Vol. 31,866,200

- TPB: reported profit before and after tax in the second quarter increased by 55% over the same period, reaching VND 1,585 billion and VND 1,269 billion respectively, mainly thanks to the increase in net interest income and revenue from services.

REAL ESTATE

NVL

103,100

1D -0.39%

5D -0.87%

Buy Vol. 4,531,200

Sell Vol. 3,982,900

TCH

18,900

1D 0.27%

5D -1.05%

Buy Vol. 55,501,000

Sell Vol. 18,012,300

KDH

36,650

1D -0.68%

5D -0.41%

Buy Vol. 3,375,900

Sell Vol. 3,596,500

PDR

88,400

1D -1.67%

5D 1.03%

Buy Vol. 3,025,700

Sell Vol. 3,482,300

- PDR: Q2 gross profit increased by 91% QoQ, equivalent to VND 407.7b ; accumulated in the first 6 months of the year reached 792.6b dong, up 71%. Gross profit margin in the quarter reached 75.5%, and the same period last year (38.6%).

OIL & GAS

GAS

87,400

1D -1.80%

5D -4.27%

Buy Vol. 1,093,600

Sell Vol. 977,200

POW

10,250

1D -0.49%

5D -1.91%

Buy Vol. 12,859,900

Sell Vol. 10,480,700

PLX

50,000

1D 1.32%

5D -1.77%

Buy Vol. 1,772,200

Sell Vol. 2,277,000

- PLX: continue to sell 8 million treasury shares to supplement business capital. Previously, in March 2021 and June 2021, PLX sold treasury shares, each transaction made 25 million shares.

VINGROUP

VIC

104,000

1D 0.97%

5D 0.97%

Buy Vol. 4,150,900

Sell Vol. 4,963,500

VHM

108,000

1D 1.31%

5D -1.37%

Buy Vol. 4,789,300

Sell Vol. 5,174,100

VRE

27,400

1D 2.62%

5D -3.01%

Buy Vol. 8,764,500

Sell Vol. 9,740,700

- VIC saw a net withdrawal of nearly 1,180 billion dong with a volume of more than 11.4 million shares, mainly through put-through transactions in today's session.

FOOD & BEVERAGE

VNM

85,300

1D -0.70%

5D 0.35%

Buy Vol. 3,312,700

Sell Vol. 2,806,600

MSN

122,000

1D -0.81%

5D 4.99%

Buy Vol. 2,084,100

Sell Vol. 2,337,900

SBT

18,400

1D -0.54%

5D 5.14%

Buy Vol. 3,113,800

Sell Vol. 3,017,700

- VNM: MCM subsidiary's gross profit margin improved from 29.6% to 32% since merging with Vinamilk. Accordingly, Moc Chau Milk reported a 48% increase in profit in the second quarter over the same period.

OTHERS

BVH

114,000

1D -0.44%

5D -2.56%

Buy Vol. 779,600

Sell Vol. 841,200

VJC

114,000

1D -0.44%

5D -2.56%

Buy Vol. 779,600

Sell Vol. 841,200

FPT

86,600

1D -0.23%

5D 1.64%

Buy Vol. 6,478,600

Sell Vol. 6,288,000

MWG

163,400

1D -0.73%

5D -1.86%

Buy Vol. 1,013,300

Sell Vol. 994,500

PNJ

91,200

1D -0.87%

5D -5.00%

Buy Vol. 1,181,900

Sell Vol. 799,100

REE

52,200

1D 0.97%

5D 2.15%

Buy Vol. 1,125,500

Sell Vol. 910,400

SSI

51,500

1D -2.28%

5D 0.98%

Buy Vol. 16,805,500

Sell Vol. 21,527,400

HPG

46,750

1D -1.16%

5D 3.89%

Buy Vol. 36,124,600

Sell Vol. 43,569,300

- SSI: Pre-tax profit according to SSI's separate financial statements reached VND 1,232 billion after 6 months, an increase of 84% over the same period. It is expected that consolidated profit before tax for the first 6 months of the year will reach VND 1,255 billion, up 90% compared to the first half of 2020 and completed 64% of the plan. Margin loan balance at the end of the second quarter reached VND 15,539 billion, up 72% compared to the beginning of the year, also a record level for SSI's margin lending.

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

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