Market Brief 22/07/2021
VIETNAM STOCK MARKET
VN-INDEX
1,293.67
1D 1.80%
YTD 17.66%
VN30
1,428.48
1D 1.56%
YTD 34.97%
HNX
305.97
1D 1.72%
YTD 55.24%
UPCOM
85.57
1D 1.51%
YTD 15.90%
Net Foreign buy (B)
-520.93
1D 0.00%
YTD 0.00%
Total trading value (B)
19,739.36
1D 10.36%
YTD 15.08%
- Session 22/7: VN-Index broke out, foreign investors continued to net sell nearly 521b HoSE. VIC is the stock with the most pressure from foreign investors with a value of 429b dong. Following, foreign investors focused on releasing another 130b dong of KDH shares. Foreign capital also withdrew from some other codes such as MSB (92b dong), SSI (53b dong), CTG (51b dong) and HPG (36b dong).
ETF & DERIVATIVES
E1VFVN30
24,000
1D 1.69%
YTD 27.66%
FUEMAV30
16,800
1D 0.42%
YTD 34.08%
FUESSV50
20,600
1D 0.49%
YTD 30.38%
FUESSVFL
21,800
1D 6.50%
YTD 59.71%
FUEVFVND
24,750
1D 1.10%
YTD 43.90%
FUEVN100
17,950
1D 2.22%
YTD 28.67%
VN30F2203
1,429
1D 2.07%
YTD 0.00%
VN30F2112
1,400
1D -0.88%
YTD 0.00%
VN30F2109
1,427
1D 1.74%
YTD 0.00%
VN30F2108
1,427
1D 1.79%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,548.00
1D 0.00%
YTD 0.38%
Shanghai
3,574.73
1D 0.34%
YTD 4.69%
Kospi
3,250.21
1D 1.07%
YTD 13.11%
Hang Seng
27,700.62
1D 0.22%
YTD 2.04%
STI (Singapore)
3,159.26
1D 1.29%
YTD 10.11%
SET (Thái Lan)
1,552.36
1D 0.75%
YTD 7.11%
Crude oil ($/barrel)
71.09
1D 1.47%
YTD 47.18%
Gold ($/ounce)
1,795.30
1D -0.33%
YTD -5.69%
- Following Wall Street, Asian stocks rose. The Chinese market rose from the beginning with the Shanghai Composite up 0.34%, Shenzhen Component up 0.326%. Hong Kong's Hang Seng rose 0.22%. South Korea's Kospi index rose 1.07%. Japanese market holiday.
VIETNAM ECONOMY
Vnibor
0.95%
YTD (bps) 82
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.29%
1D (bps) 12
YTD (bps) 7
10 year-Gov. Bond
2.06%
1D (bps) -6
YTD (bps) 3
USD/VND
23,113
1D (%) -0.01%
YTD (%) -0.28%
EUR/VND
27,747
1D (%) -0.02%
YTD (%) -4.66%
CNY/VND
3,629
1D (%) 0.03%
YTD (%) 1.57%
- The Malaysian Government has decided to impose anti-dumping duties on imported colored corrugated iron originating from or exported from China and Vietnam for a period of 5 years from July 20, 2021.
EVENT CALENDAR
M
T
W
T
F
S
S
23
24
25
26
27
28
29
Ex-right date Fri, 12/27/24
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
- Malaysia imposes anti-dumping tax on color steel sheet from Vietnam and China
- Thanh Hoa approved the investment policy of an urban area of 940 billion VND in Nhu Thanh district
- The Government sets a target of the average GDP growth rate of 5 years (2021-2025) around 6.5-7%
- BMPA: UK food supply chain on the verge of collapse
- WHO warns of the risk of appearing more dangerous variants than Delta
- IMF leaders commented on the recovery process of the world economy
VN30
BANK
VCB
100,300
1D 1.31%
5D -2.15%
Buy Vol. 2,709,600
Sell Vol. 2,267,300
BID
41,000
1D 0.74%
5D -3.98%
Buy Vol. 3,048,000
Sell Vol. 3,128,100
CTG
33,500
1D 1.98%
5D -4.29%
Buy Vol. 24,923,000
Sell Vol. 23,393,300
TCB
51,100
1D 1.59%
5D -1.92%
Buy Vol. 27,408,300
Sell Vol. 24,648,800
VPB
60,800
1D 0.83%
5D -5.00%
Buy Vol. 11,920,300
Sell Vol. 11,252,000
MBB
28,350
1D 1.25%
5D -3.24%
Buy Vol. 20,746,500
Sell Vol. 20,089,300
HDB
32,400
1D 0.62%
5D -2.41%
Buy Vol. 5,472,200
Sell Vol. 4,247,700
TPB
33,850
1D 2.27%
5D 0.45%
Buy Vol. 9,269,400
Sell Vol. 9,754,400
STB
28,000
1D 0.54%
5D -2.78%
Buy Vol. 29,385,700
Sell Vol. 28,927,300
- BID: The Board of Directors approved the adjustment of the plan to issue BIDV bonds to the public by underwriting method with a total par value of VND 1,200 billion. Release time in 3Q2021
REAL ESTATE
NVL
104,900
1D 1.75%
5D 0.87%
Buy Vol. 4,616,500
Sell Vol. 3,372,600
TCH
19,150
1D 1.32%
5D 0.00%
Buy Vol. 12,973,700
Sell Vol. 13,043,200
KDH
39,200
1D 6.96%
5D 7.84%
Buy Vol. 24,484,100
Sell Vol. 19,204,700
PDR
90,100
1D 1.92%
5D 3.33%
Buy Vol. 4,285,900
Sell Vol. 3,882,600
- TCH: The charter capital of nearly 2,555 billion VND due to the capital increase due to the share issuance will be invested in 02 projects Hoang Huy Commerce (1,800 billion VND) and Hoang Huy Project (755 billion VND).
OIL & GAS
GAS
89,400
1D 2.29%
5D -1.22%
Buy Vol. 910,200
Sell Vol. 872,500
POW
10,350
1D 0.98%
5D -3.27%
Buy Vol. 19,842,900
Sell Vol. 18,756,500
PLX
50,900
1D 1.80%
5D 0.00%
Buy Vol. 1,537,300
Sell Vol. 1,772,000
- GAS: in Q2.2021, GAS recorded revenue of 22,702b dong, up 45% QoQ, cost of goods sold increased at a slower rate, so gross profit reached 3,782b dong, up nearly 57.5%.
VINGROUP
VIC
106,200
1D 2.12%
5D 4.12%
Buy Vol. 3,851,400
Sell Vol. 4,058,400
VHM
111,000
1D 2.78%
5D 0.63%
Buy Vol. 5,564,000
Sell Vol. 5,278,300
VRE
28,200
1D 2.92%
5D 0.71%
Buy Vol. 7,873,300
Sell Vol. 7,656,000
- VIC continued to be net withdrawn by foreign investors of nearly 429 billion dong in today's session.
FOOD & BEVERAGE
VNM
86,800
1D 1.76%
5D 1.88%
Buy Vol. 4,191,000
Sell Vol. 3,947,500
MSN
122,900
1D 0.74%
5D 6.87%
Buy Vol. 2,000,000
Sell Vol. 2,052,400
SBT
18,450
1D 0.27%
5D -1.34%
Buy Vol. 4,760,400
Sell Vol. 4,514,000
- MSN: Masan JSC.(related to the Chairman of BOD) registered to buy 3.5m shares. Accordingly, Masan Joint Stock Company will increase its ownership rate to 31.58% if the transaction is successful
OTHERS
BVH
114,000
1D 0.00%
5D -0.70%
Buy Vol. 686,100
Sell Vol. 702,500
VJC
114,000
1D 0.00%
5D -0.70%
Buy Vol. 686,100
Sell Vol. 702,500
FPT
89,400
1D 3.23%
5D 4.68%
Buy Vol. 8,256,900
Sell Vol. 8,218,900
MWG
165,200
1D 1.10%
5D -1.14%
Buy Vol. 1,896,500
Sell Vol. 1,778,600
PNJ
93,100
1D 2.08%
5D -2.10%
Buy Vol. 1,002,200
Sell Vol. 832,200
REE
52,800
1D 1.15%
5D 3.13%
Buy Vol. 878,800
Sell Vol. 578,600
SSI
52,200
1D 1.36%
5D -2.79%
Buy Vol. 18,464,800
Sell Vol. 20,619,800
HPG
47,200
1D 0.96%
5D 1.51%
Buy Vol. 38,865,300
Sell Vol. 39,793,300
- PNJ: announced 6 months' accumulated net revenue of VND 11,637 billion, up 50%; profit after tax is 736 billion dong, up 67.4% over the same period last year. The enterprise has completed 60% of the annual profit plan. PNJ's retail sales increased by 47%, the wholesale channel by 29% and gold bars by 73% over the same period. In the revenue structure, the proportion of gold bars contributing to total revenue increased from 23% to 26.6%, retail decreased from 58% to 57%, wholesale decreased by 16.6% to 14.2%.
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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