Market Brief 23/07/2021

July 23, 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%

0

0

1D

0.00%

YTD

0.00%

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%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.29%

1D (bps)

0

YTD (bps)

7

10 year-Gov. Bond

2.07%

1D (bps)

1

YTD (bps)

4

USD/VND

23,105

1D (bps)

-0.02%

YTD (bps)

-0.31%

EUR/VND

27,682

1D (bps)

-0.14%

YTD (bps)

-4.88%

CNY/VND

3,621

1D (bps)

-0.14%

YTD (bps)

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

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

97,000

Buy Vol.

2,745,700

Sell Vol.

2,600,300

1D chg

-3.29%

5D chg

-5.37%

BID

40,200

Buy Vol.

3,722,300

Sell Vol.

3,784,100

1D chg

-1.95%

5D chg

-5.41%

CTG

32,500

Buy Vol.

28,947,100

Sell Vol.

30,300,100

1D chg

-2.99%

5D chg

-6.20%

TCB

49,500

Buy Vol.

33,238,800

Sell Vol.

34,330,600

1D chg

-3.13%

5D chg

-4.07%

VPB

58,500

Buy Vol.

16,593,200

Sell Vol.

16,986,000

1D chg

-3.78%

5D chg

-9.30%

MBB

27,750

Buy Vol.

20,621,100

Sell Vol.

23,426,900

1D chg

-2.12%

5D chg

-4.64%

HDB

32,350

Buy Vol.

10,217,700

Sell Vol.

7,218,900

1D chg

-0.15%

5D chg

-3.29%

TPB

33,000

Buy Vol.

9,223,600

Sell Vol.

10,211,000

1D chg

-2.51%

5D chg

-2.65%

STB

28,700

Buy Vol.

106,723,800

Sell Vol.

106,102,500

1D chg

2.50%

5D chg

0.88%

- 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

Buy Vol.

2,752,000

Sell Vol.

3,339,400

1D chg

-1.81%

5D chg

-1.53%

TCH

18,500

Buy Vol.

5,272,100

Sell Vol.

7,208,700

1D chg

-3.39%

5D chg

-3.65%

KDH

38,400

Buy Vol.

10,062,800

Sell Vol.

10,653,200

1D chg

-2.04%

5D chg

3.92%

PDR

88,600

Buy Vol.

3,210,900

Sell Vol.

3,357,100

1D chg

-1.66%

5D chg

-1.77%

- 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

Buy Vol.

761,500

Sell Vol.

905,200

1D chg

-1.57%

5D chg

-2.22%

POW

10,500

Buy Vol.

25,572,800

Sell Vol.

27,023,500

1D chg

1.45%

5D chg

-0.94%

PLX

50,200

Buy Vol.

1,817,800

Sell Vol.

2,158,100

1D chg

-1.38%

5D chg

-1.76%

- 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

Buy Vol.

4,548,800

Sell Vol.

4,881,800

1D chg

-2.07%

5D chg

-1.70%

VHM

107,600

Buy Vol.

3,944,100

Sell Vol.

4,699,400

1D chg

-3.06%

5D chg

-1.28%

VRE

27,000

Buy Vol.

7,327,100

Sell Vol.

9,989,700

1D chg

-4.26%

5D chg

-2.53%

- 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

Buy Vol.

6,042,400

Sell Vol.

7,239,300

1D chg

0.92%

5D chg

1.98%

MSN

119,000

Buy Vol.

2,543,700

Sell Vol.

2,532,200

1D chg

-3.17%

5D chg

-1.24%

SBT

18,150

Buy Vol.

4,224,400

Sell Vol.

3,953,200

1D chg

-1.63%

5D chg

-4.47%

- VNM was the bright spot of foreign investors' net buying in red session today with a value of 107 billion dong.


Other

BVH

113,400

Buy Vol.

936,600

Sell Vol.

774,600

1D chg

-0.53%

5D chg

-1.73%

VJC

113,400

Buy Vol.

936,600

Sell Vol.

774,600

1D chg

-0.53%

5D chg

-1.73%

FPT

90,500

Buy Vol.

11,055,700

Sell Vol.

12,720,100

1D chg

1.23%

5D chg

4.26%

MWG

161,700

Buy Vol.

2,039,700

Sell Vol.

1,610,000

1D chg

-2.12%

5D chg

-3.81%

PNJ

91,000

Buy Vol.

1,066,800

Sell Vol.

1,033,400

1D chg

-2.26%

5D chg

-5.21%

REE

51,500

Buy Vol.

1,322,500

Sell Vol.

1,066,500

1D chg

-2.46%

5D chg

-0.77%

SSI

50,600

Buy Vol.

20,330,500

Sell Vol.

21,726,600

1D chg

-3.07%

5D chg

-4.17%

HPG

45,800

Buy Vol.

49,759,600

Sell Vol.

47,082,600

1D chg

-2.97%

5D chg

-2.03%

- 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