Market Brief 23/07/2021
VIETNAM STOCK MARKET
VN-INDEX
1,268.83
1D -1.92%
YTD 15.40%
VN30
1,401.53
1D -1.89%
YTD 32.42%
HNX
301.77
1D -1.37%
YTD 53.11%
UPCOM
84.37
1D -1.40%
YTD 14.28%
Net Foreign buy (B)
-196.20
1D 0.00%
YTD 0.00%
Total trading value (B)
22,545.13
1D 14.21%
YTD 31.43%
- One of the big negative points of the stock market recently is the pressure of net selling from foreign investors. In the last 3 sessions, they turned to be net sellers of hundreds to trillion dong each session on the whole market. Today's session still recorded a net selling of 196 billion dong from foreign investors.
ETF & DERIVATIVES
E1VFVN30
23,820
1D -0.75%
YTD 26.70%
FUEMAV30
16,610
1D -1.13%
YTD 32.56%
FUESSV50
20,550
1D -0.24%
YTD 30.06%
FUESSVFL
21,100
1D -3.21%
YTD 54.58%
FUEVFVND
24,300
1D -1.82%
YTD 41.28%
FUEVN100
17,720
1D -1.28%
YTD 27.03%
VN30F2203
1,400
1D -2.03%
YTD 0.00%
VN30F2112
1,402
1D 0.11%
YTD 0.00%
VN30F2109
1,401
1D -1.84%
YTD 0.00%
VN30F2108
1,401
1D -1.83%
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
3,550.40
1D -0.68%
YTD 3.98%
Kospi
3,254.42
1D 0.13%
YTD 13.26%
Hang Seng
27,284.87
1D -0.93%
YTD 0.51%
STI (Singapore)
3,157.05
1D -0.07%
YTD 10.03%
SET (Thái Lan)
1,545.10
1D -0.47%
YTD 6.61%
Crude oil ($/barrel)
71.80
1D -0.08%
YTD 48.65%
Gold ($/ounce)
1,798.85
1D -0.39%
YTD -5.51%
- Asian stocks mixed, Chinese technology shares fell deeply. The Chinese market fell from the start with the Shanghai Composite down 0.68% and the Shenzhen Component down 1.531%. Hong Kong's Hang Seng fell 0.93%. South Korea's Kospi index rose 0.13%. Japanese market holiday.
VIETNAM ECONOMY
Vnibor
0.97%
1D (bps) 2
YTD (bps) 84
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.29%
YTD (bps) 7
10 year-Gov. Bond
2.07%
1D (bps) 1
YTD (bps) 4
USD/VND
23,105
1D (%) -0.02%
YTD (%) -0.31%
EUR/VND
27,682
1D (%) -0.14%
YTD (%) -4.88%
CNY/VND
3,621
1D (%) -0.14%
YTD (%) 1.34%
- In the face of complicated and unpredictable developments of the Covid-19 epidemic, the bad debt ratio on the whole system's balance sheet is estimated at 2-3%; the ratio of off-balance sheet bad debt, unresolved debt sold to VAMC and potential bad debt of the whole system is estimated at 4-4.5%
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
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
- Vietnam is negotiating to transfer Covid-19 vaccine technology with the US, expected to invest in a factory with a capacity of 100-200m doses/year.
- The banking industry restructured the repayment term for 241,443 customers with outstanding loans of VND 326,299 billion
- Corporate deposits in banks increased sharply
- Concerns around Fed's inflation policy
- The US accused China of being irresponsible with investigating the origin of Covid-19
- European Central Bank adjusts strategy to avoid tightening monetary policy too soon
VN30
BANK
VCB
97,000
1D -3.29%
5D -5.37%
Buy Vol. 2,745,700
Sell Vol. 2,600,300
BID
40,200
1D -1.95%
5D -5.41%
Buy Vol. 3,722,300
Sell Vol. 3,784,100
CTG
32,500
1D -2.99%
5D -6.20%
Buy Vol. 28,947,100
Sell Vol. 30,300,100
TCB
49,500
1D -3.13%
5D -4.07%
Buy Vol. 33,238,800
Sell Vol. 34,330,600
VPB
58,500
1D -3.78%
5D -9.30%
Buy Vol. 16,593,200
Sell Vol. 16,986,000
MBB
27,750
1D -2.12%
5D -4.64%
Buy Vol. 20,621,100
Sell Vol. 23,426,900
HDB
32,350
1D -0.15%
5D -3.29%
Buy Vol. 10,217,700
Sell Vol. 7,218,900
TPB
33,000
1D -2.51%
5D -2.65%
Buy Vol. 9,223,600
Sell Vol. 10,211,000
STB
28,700
1D 2.50%
5D 0.88%
Buy Vol. 106,723,800
Sell Vol. 106,102,500
- STB: STB stock is one of the most liquid bank stocks in recent times. This stock also received great attention from foreign investors when foreign investors net bought more than 37 million shares, worth more than 1,000 billion dong since the beginning of July. In which, the trading volume of this stock was in some sessions. Foreign investors increased dramatically. Currently, the foreign ownership ratio in Sacombank is 14.39%.
REAL ESTATE
NVL
103,000
1D -1.81%
5D -1.53%
Buy Vol. 2,752,000
Sell Vol. 3,339,400
TCH
18,500
1D -3.39%
5D -3.65%
Buy Vol. 5,272,100
Sell Vol. 7,208,700
KDH
38,400
1D -2.04%
5D 3.92%
Buy Vol. 10,062,800
Sell Vol. 10,653,200
PDR
88,600
1D -1.66%
5D -1.77%
Buy Vol. 3,210,900
Sell Vol. 3,357,100
- NVL: NovaWorld Phan Thiet will hand over Florida beach villas in the third quarter with completed, fully furnished Florida 1 beach villas
OIL & GAS
GAS
88,000
1D -1.57%
5D -2.22%
Buy Vol. 761,500
Sell Vol. 905,200
POW
10,500
1D 1.45%
5D -0.94%
Buy Vol. 25,572,800
Sell Vol. 27,023,500
PLX
50,200
1D -1.38%
5D -1.76%
Buy Vol. 1,817,800
Sell Vol. 2,158,100
- GAS:Dry gas output Q2.2021 was only 85% QoQ year. GAS has to pay the state budget the difference in gas price in the offtake of 646 billion, causing the profit to decrease.
VINGROUP
VIC
104,000
1D -2.07%
5D -1.70%
Buy Vol. 4,548,800
Sell Vol. 4,881,800
VHM
107,600
1D -3.06%
5D -1.28%
Buy Vol. 3,944,100
Sell Vol. 4,699,400
VRE
27,000
1D -4.26%
5D -2.53%
Buy Vol. 7,327,100
Sell Vol. 9,989,700
- VIC continued to be sold the most by foreign investors in today's session with a value of nearly 188 billion dong.
FOOD & BEVERAGE
VNM
87,600
1D 0.92%
5D 1.98%
Buy Vol. 6,042,400
Sell Vol. 7,239,300
MSN
119,000
1D -3.17%
5D -1.24%
Buy Vol. 2,543,700
Sell Vol. 2,532,200
SBT
18,150
1D -1.63%
5D -4.47%
Buy Vol. 4,224,400
Sell Vol. 3,953,200
- VNM was the bright spot of foreign investors' net buying in red session today with a value of 107 billion dong.
OTHERS
BVH
113,400
1D -0.53%
5D -1.73%
Buy Vol. 936,600
Sell Vol. 774,600
VJC
113,400
1D -0.53%
5D -1.73%
Buy Vol. 936,600
Sell Vol. 774,600
FPT
90,500
1D 1.23%
5D 4.26%
Buy Vol. 11,055,700
Sell Vol. 12,720,100
MWG
161,700
1D -2.12%
5D -3.81%
Buy Vol. 2,039,700
Sell Vol. 1,610,000
PNJ
91,000
1D -2.26%
5D -5.21%
Buy Vol. 1,066,800
Sell Vol. 1,033,400
REE
51,500
1D -2.46%
5D -0.77%
Buy Vol. 1,322,500
Sell Vol. 1,066,500
SSI
50,600
1D -3.07%
5D -4.17%
Buy Vol. 20,330,500
Sell Vol. 21,726,600
HPG
45,800
1D -2.97%
5D -2.03%
Buy Vol. 49,759,600
Sell Vol. 47,082,600
- MWG: Mr. Tran Kinh Doanh - GD of Bach Hoa Xanh said that the chain currently has nearly 2,000 sales points, across 24 southern provinces with a workforce of 20,000 people, 560 stores in Ho Chi Minh City. The amount of goods circulating through the system is about 1,300 - 1,500 tons/day, including fresh food and other essential goods. Due to the impact of the epidemic and some other limited distribution channels, the flow of goods through Bach Hoa Xanh system doubled, from 2,000-3,000 tons/day.
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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