Market Brief 21/07/2021

July 21, 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 Notably, VIC shares were net withdrawn by foreign investors of nearly 1,180 billion dong with a volume of more than 11.4 million shares, mainly through put-through transactions.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%

0

0

1D

0.00%

YTD

0.00%

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%

1D (bps)

0

YTD (bps)

82

Deposit interest 12M

5.60%

1D (bps)

0

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 (bps)

-0.04%

YTD (bps)

-0.27%

EUR/VND

27,722

1D (bps)

-0.04%

YTD (bps)

-4.75%

CNY/VND

3,627

1D (bps)

0.17%

YTD (bps)

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

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

99,000

Buy Vol.

2,136,600

Sell Vol.

2,372,900

1D chg

-1.20%

5D chg

-2.75%

BID

40,700

Buy Vol.

2,809,200

Sell Vol.

2,175,100

1D chg

-0.73%

5D chg

-4.46%

CTG

32,850

Buy Vol.

17,791,700

Sell Vol.

22,553,700

1D chg

-1.20%

5D chg

-2.52%

TCB

50,300

Buy Vol.

41,647,500

Sell Vol.

39,896,500

1D chg

1.62%

5D chg

-1.37%

VPB

60,300

Buy Vol.

12,686,500

Sell Vol.

13,955,800

1D chg

-0.50%

5D chg

-1.95%

MBB

28,000

Buy Vol.

21,859,700

Sell Vol.

25,701,100

1D chg

0.36%

5D chg

-2.95%

HDB

32,200

Buy Vol.

6,250,000

Sell Vol.

5,966,500

1D chg

-3.59%

5D chg

-1.38%

TPB

33,100

Buy Vol.

8,312,400

Sell Vol.

9,546,800

1D chg

0.30%

5D chg

0.30%

STB

27,850

Buy Vol.

32,874,500

Sell Vol.

31,866,200

1D chg

-0.89%

5D chg

1.64%

- 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

Buy Vol.

4,531,200

Sell Vol.

3,982,900

1D chg

-0.39%

5D chg

-0.87%

TCH

18,900

Buy Vol.

55,501,000

Sell Vol.

18,012,300

1D chg

0.27%

5D chg

-1.05%

KDH

36,650

Buy Vol.

3,375,900

Sell Vol.

3,596,500

1D chg

-0.68%

5D chg

-0.41%

PDR

88,400

Buy Vol.

3,025,700

Sell Vol.

3,482,300

1D chg

-1.67%

5D chg

1.03%

- 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

Buy Vol.

1,093,600

Sell Vol.

977,200

1D chg

-1.80%

5D chg

-4.27%

POW

10,250

Buy Vol.

12,859,900

Sell Vol.

10,480,700

1D chg

-0.49%

5D chg

-1.91%

PLX

50,000

Buy Vol.

1,772,200

Sell Vol.

2,277,000

1D chg

1.32%

5D chg

-1.77%

- 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

Buy Vol.

4,150,900

Sell Vol.

4,963,500

1D chg

0.97%

5D chg

0.97%

VHM

108,000

Buy Vol.

4,789,300

Sell Vol.

5,174,100

1D chg

1.31%

5D chg

-1.37%

VRE

27,400

Buy Vol.

8,764,500

Sell Vol.

9,740,700

1D chg

2.62%

5D chg

-3.01%

- 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

Buy Vol.

3,312,700

Sell Vol.

2,806,600

1D chg

-0.70%

5D chg

0.35%

MSN

122,000

Buy Vol.

2,084,100

Sell Vol.

2,337,900

1D chg

-0.81%

5D chg

4.99%

SBT

18,400

Buy Vol.

3,113,800

Sell Vol.

3,017,700

1D chg

-0.54%

5D chg

5.14%

- 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.


Other

BVH

114,000

Buy Vol.

779,600

Sell Vol.

841,200

1D chg

-0.44%

5D chg

-2.56%

VJC

114,000

Buy Vol.

779,600

Sell Vol.

841,200

1D chg

-0.44%

5D chg

-2.56%

FPT

86,600

Buy Vol.

6,478,600

Sell Vol.

6,288,000

1D chg

-0.23%

5D chg

1.64%

MWG

163,400

Buy Vol.

1,013,300

Sell Vol.

994,500

1D chg

-0.73%

5D chg

-1.86%

PNJ

91,200

Buy Vol.

1,181,900

Sell Vol.

799,100

1D chg

-0.87%

5D chg

-5.00%

REE

52,200

Buy Vol.

1,125,500

Sell Vol.

910,400

1D chg

0.97%

5D chg

2.15%

SSI

51,500

Buy Vol.

16,805,500

Sell Vol.

21,527,400

1D chg

-2.28%

5D chg

0.98%

HPG

46,750

Buy Vol.

36,124,600

Sell Vol.

43,569,300

1D chg

-1.16%

5D chg

3.89%

- 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