Market Brief 02/08/2021

VIETNAM STOCK MARKET

VN-INDEX

1,314.22

1D 0.32%

YTD 19.53%

VN30

1,448.21

1D 0.07%

YTD 36.83%

HNX

314.93

1D 0.03%

YTD 59.78%

UPCOM

87.35

1D 0.48%

YTD 18.31%

Net Foreign buy (B)

300.97

1D 0.00%

YTD 0.00%

Total trading value (B)

23,601.95

1D -8.56%

YTD 37.60%

- Foreign investors net bought more than 300b dong in the first session of August, SSI continued to be the largest net bought by foreign investors on HoSE with the value of 112b dong. HPG and HDB were behind with a net buying value of VND70b and VND61b, respectively. On the other side, VNM was sold the most with 42b dong. DGW is behind with 35b dong.

ETF & DERIVATIVES

E1VFVN30

24,700

1D 0.41%

YTD 31.38%

FUEMAV30

17,090

1D 0.53%

YTD 36.39%

FUESSV30

19,290

1D 8.31%

YTD 45.04%

FUESSV50

21,100

1D 0.48%

YTD 33.54%

FUESSVFL

21,090

1D -0.05%

YTD 54.51%

FUEVFVND

25,700

1D 0.78%

YTD 49.42%

FUEVN100

18,320

1D 1.16%

YTD 31.33%

VN30F2203

1,448

1D 0.53%

YTD 0.00%

VN30F2112

1,443

1D 1.04%

YTD 0.00%

VN30F2109

1,448

1D 0.33%

YTD 0.00%

VN30F2108

1,448

1D 0.20%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,781.02

1D 0.14%

YTD 1.23%

Shanghai

3,464.29

1D 1.97%

YTD 1.46%

Kospi

3,223.04

1D 0.65%

YTD 12.17%

Hang Seng

26,148.00

1D 0.76%

YTD -3.68%

STI (Singapore)

3,161.22

1D -0.18%

YTD 10.18%

SET (Thái Lan)

1,525.11

1D 0.21%

YTD 5.23%

Crude oil ($/barrel)

72.83

1D -0.53%

YTD 50.79%

Gold ($/ounce)

1,811.65

1D -0.05%

YTD -4.83%

- China's manufacturing growth slows, Asian stocks rise. In Japan, the Nikkei 225 gained 0.14%. The Chinese market was in the opposite direction with Shanghai Composite up 1.97%, Shenzhen Component up 2,245%. Hong Kong's Hang Seng rose 0.76%. South Korea's Kospi index rose 0.65%.

VIETNAM ECONOMY

Vnibor

0.97%

1D (bps) 3

YTD (bps) 84

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.26%

1D (bps) -2

YTD (bps) 4

10 year-Gov. Bond

2.05%

1D (bps) -3

YTD (bps) 2

USD/VND

23,049

1D (%) -0.03%

YTD (%) -0.56%

EUR/VND

27,920

1D (%) 0.20%

YTD (%) -4.06%

CNY/VND

3,622

1D (%) -0.03%

YTD (%) 1.37%

- Generally, 7M2021, investment capital realized from the state budget will reach VND210.8tr, equaling 44.3% of the 2021 plan and increasing by 5.6% over the same period in 2020; in which, the centrally managed capital reached 35.2tr dong, equaling 41.8% of the year plan and increasing 12.7% over the same period in 2020; locally managed capital reached 175.6tr dong, equaling 44.8% of the year plan and up 4.3% over the same period in 2020.

SELECTED NEWS

VN30

BANK

VCB

97,000

1D -1.02%

5D 1.04%

Buy Vol. 2,836,300

Sell Vol. 1,990,300

BID

42,550

1D 3.53%

5D 6.38%

Buy Vol. 6,644,000

Sell Vol. 7,094,300

CTG

33,750

1D -1.89%

5D 4.98%

Buy Vol. 48,123,800

Sell Vol. 40,456,700

TCB

50,800

1D -0.59%

5D 3.67%

Buy Vol. 21,921,700

Sell Vol. 26,073,200

VPB

60,400

1D -0.98%

5D 6.53%

Buy Vol. 13,268,900

Sell Vol. 13,204,900

MBB

28,800

1D -0.35%

5D 5.88%

Buy Vol. 24,389,900

Sell Vol. 22,369,200

HDB

34,200

1D 1.48%

5D 5.23%

Buy Vol. 7,438,800

Sell Vol. 7,789,700

TPB

34,450

1D -1.57%

5D 4.71%

Buy Vol. 8,649,800

Sell Vol. 11,268,300

STB

29,300

1D -2.01%

5D 2.09%

Buy Vol. 39,287,700

Sell Vol. 58,238,000

- TOP 10 banks with the highest profit before tax include Vietcombank, Techcombank, VietinBank, VPBank, BIDV, MB, ACB, HDBank, VIB and MSB. The total profit of these 10 banks has reached VND 78,721 billion, accounting for more than 79% of the total profit of the 28 listed banks. Specifically, Vietcombank maintained the leading position in industry profit with 13,570 billion dong, up 23.6% compared to the first half of last year.

REAL ESTATE

NVL

104,600

1D 0.58%

5D -2.70%

Buy Vol. 3,988,500

Sell Vol. 3,727,500

TCH

18,800

1D -1.83%

5D 1.08%

Buy Vol. 5,915,500

Sell Vol. 7,873,900

KDH

40,300

1D -0.98%

5D 2.94%

Buy Vol. 5,910,600

Sell Vol. 7,185,200

PDR

93,600

1D 1.19%

5D 3.43%

Buy Vol. 4,999,300

Sell Vol. 4,534,900

- PDR: PDR is in the process of completing the M&A deal for a land in the center of Da Nang City to build a branded real estate project (Branded Residence) in Da Nang.

OIL & GAS

GAS

93,500

1D 4.35%

5D 5.89%

Buy Vol. 2,974,000

Sell Vol. 2,337,100

POW

10,750

1D 0.47%

5D 2.38%

Buy Vol. 16,381,400

Sell Vol. 19,152,300

PLX

51,500

1D 0.39%

5D 3.21%

Buy Vol. 1,649,700

Sell Vol. 2,058,700

- PLX: Petrolimex reported a net profit in the second quarter of 2021 of more than 1,400 billion dong, the highest in 5 years thanks to the oil price exceeding 73 USD/barrel

VINGROUP

VIC

107,500

1D 0.28%

5D 3.17%

Buy Vol. 2,758,500

Sell Vol. 3,625,400

VHM

108,100

1D -0.18%

5D -1.37%

Buy Vol. 7,664,700

Sell Vol. 7,174,200

VRE

27,500

1D -0.54%

5D 2.80%

Buy Vol. 5,352,600

Sell Vol. 5,819,700

- VIC: VIC: Vingroup's real estate transfer business continued to grow in the second quarter and contributed more than $1 billion in revenue to Vingroup.

FOOD & BEVERAGE

VNM

86,500

1D 0.46%

5D -2.70%

Buy Vol. 4,437,200

Sell Vol. 4,688,000

MSN

136,200

1D 1.64%

5D 12.47%

Buy Vol. 2,709,800

Sell Vol. 2,049,500

SBT

18,900

1D 1.89%

5D 2.16%

Buy Vol. 6,980,700

Sell Vol. 6,610,000

- MSN: Masan MeatLife JSC reported a net profit of VND152b in Q2.2021, 8.3 times QoQ. By the end of June 2021, MEATDeli products were available at more than 2,700 points of sale

OTHERS

BVH

115,500

1D 2.21%

5D 1.32%

Buy Vol. 705,900

Sell Vol. 636,200

VJC

115,500

1D 2.21%

5D 1.32%

Buy Vol. 705,900

Sell Vol. 636,200

FPT

95,600

1D 1.70%

5D 2.03%

Buy Vol. 7,277,200

Sell Vol. 7,961,300

MWG

169,900

1D 3.53%

5D 5.99%

Buy Vol. 2,903,700

Sell Vol. 2,740,800

PNJ

95,600

1D -0.21%

5D 5.40%

Buy Vol. 1,168,400

Sell Vol. 1,148,500

REE

54,000

1D -1.82%

5D 3.85%

Buy Vol. 1,217,400

Sell Vol. 1,336,000

SSI

55,000

1D 0.73%

5D 8.27%

Buy Vol. 25,000,400

Sell Vol. 27,753,400

HPG

47,250

1D -0.11%

5D 3.62%

Buy Vol. 41,879,800

Sell Vol. 45,541,300

- VJC: Air transport revenue in the second quarter increased by 51% to VND 2,973 billion thanks to high travel demand in April. In 6 months, consolidated revenue and profit after tax reached VND 8,386 billion and VND 127 billion, respectively, higher than the same period last year.