Market Brief 22/07/2021

July 22, 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%

0

0

1D

0.00%

YTD

0.00%

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%

1D (bps)

0

YTD (bps)

82

Deposit interest 12M

5.60%

1D (bps)

0

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 (bps)

-0.01%

YTD (bps)

-0.28%

EUR/VND

27,747

1D (bps)

-0.02%

YTD (bps)

-4.66%

CNY/VND

3,629

1D (bps)

0.03%

YTD (bps)

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

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

100,300

Buy Vol.

2,709,600

Sell Vol.

2,267,300

1D chg

1.31%

5D chg

-2.15%

BID

41,000

Buy Vol.

3,048,000

Sell Vol.

3,128,100

1D chg

0.74%

5D chg

-3.98%

CTG

33,500

Buy Vol.

24,923,000

Sell Vol.

23,393,300

1D chg

1.98%

5D chg

-4.29%

TCB

51,100

Buy Vol.

27,408,300

Sell Vol.

24,648,800

1D chg

1.59%

5D chg

-1.92%

VPB

60,800

Buy Vol.

11,920,300

Sell Vol.

11,252,000

1D chg

0.83%

5D chg

-5.00%

MBB

28,350

Buy Vol.

20,746,500

Sell Vol.

20,089,300

1D chg

1.25%

5D chg

-3.24%

HDB

32,400

Buy Vol.

5,472,200

Sell Vol.

4,247,700

1D chg

0.62%

5D chg

-2.41%

TPB

33,850

Buy Vol.

9,269,400

Sell Vol.

9,754,400

1D chg

2.27%

5D chg

0.45%

STB

28,000

Buy Vol.

29,385,700

Sell Vol.

28,927,300

1D chg

0.54%

5D chg

-2.78%

- 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

Buy Vol.

4,616,500

Sell Vol.

3,372,600

1D chg

1.75%

5D chg

0.87%

TCH

19,150

Buy Vol.

12,973,700

Sell Vol.

13,043,200

1D chg

1.32%

5D chg

0.00%

KDH

39,200

Buy Vol.

24,484,100

Sell Vol.

19,204,700

1D chg

6.96%

5D chg

7.84%

PDR

90,100

Buy Vol.

4,285,900

Sell Vol.

3,882,600

1D chg

1.92%

5D chg

3.33%

- 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

Buy Vol.

910,200

Sell Vol.

872,500

1D chg

2.29%

5D chg

-1.22%

POW

10,350

Buy Vol.

19,842,900

Sell Vol.

18,756,500

1D chg

0.98%

5D chg

-3.27%

PLX

50,900

Buy Vol.

1,537,300

Sell Vol.

1,772,000

1D chg

1.80%

5D chg

0.00%

- 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

Buy Vol.

3,851,400

Sell Vol.

4,058,400

1D chg

2.12%

5D chg

4.12%

VHM

111,000

Buy Vol.

5,564,000

Sell Vol.

5,278,300

1D chg

2.78%

5D chg

0.63%

VRE

28,200

Buy Vol.

7,873,300

Sell Vol.

7,656,000

1D chg

2.92%

5D chg

0.71%

- VIC continued to be net withdrawn by foreign investors of nearly 429 billion dong in today's session.


Food & Beverage

VNM

86,800

Buy Vol.

4,191,000

Sell Vol.

3,947,500

1D chg

1.76%

5D chg

1.88%

MSN

122,900

Buy Vol.

2,000,000

Sell Vol.

2,052,400

1D chg

0.74%

5D chg

6.87%

SBT

18,450

Buy Vol.

4,760,400

Sell Vol.

4,514,000

1D chg

0.27%

5D chg

-1.34%

- 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


Other

BVH

114,000

Buy Vol.

686,100

Sell Vol.

702,500

1D chg

0.00%

5D chg

-0.70%

VJC

114,000

Buy Vol.

686,100

Sell Vol.

702,500

1D chg

0.00%

5D chg

-0.70%

FPT

89,400

Buy Vol.

8,256,900

Sell Vol.

8,218,900

1D chg

3.23%

5D chg

4.68%

MWG

165,200

Buy Vol.

1,896,500

Sell Vol.

1,778,600

1D chg

1.10%

5D chg

-1.14%

PNJ

93,100

Buy Vol.

1,002,200

Sell Vol.

832,200

1D chg

2.08%

5D chg

-2.10%

REE

52,800

Buy Vol.

878,800

Sell Vol.

578,600

1D chg

1.15%

5D chg

3.13%

SSI

52,200

Buy Vol.

18,464,800

Sell Vol.

20,619,800

1D chg

1.36%

5D chg

-2.79%

HPG

47,200

Buy Vol.

38,865,300

Sell Vol.

39,793,300

1D chg

0.96%

5D chg

1.51%

- 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