Market Brief 04/08/2021 - Pinetree Securities
Market Brief 04/08/2021
Market brief August 4, 2021

Market Brief 04/08/2021

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Market Brief 04/08/2021

VIETNAM STOCK MARKET

VN-INDEX

1,334.74

1D 0.17%

YTD 21.40%

VN30

1,472.20

1D 0.16%

YTD 39.10%

HNX

320.02

1D 0.28%

YTD 62.36%

UPCOM

87.52

1D -0.08%

YTD 18.54%

Net Foreign buy (B)

807.66

1D 0.00%

YTD 0.00%

Total trading value (B)

25,231.04

1D -0.82%

YTD 47.09%

- On HoSE, foreign investors net bought for the fourth consecutive session with a value 5 times higher than the previous session and at nearly 830 billion dong, equivalent to a net buying volume of 19.7 million shares. This is also the strongest net buying session of this capital flow since July 12.

ETF & DERIVATIVES

E1VFVN30

19,900

1D 0.45%

YTD 5.85%

FUEMAV30

13,970

1D -0.21%

YTD 11.49%

FUESSV30

14,760

1D -17.13%

YTD 10.98%

FUESSV50

17,300

1D 0.00%

YTD 9.49%

FUESSVFL

15,550

1D -0.32%

YTD 13.92%

FUEVFVND

19,600

1D -1.01%

YTD 13.95%

FUEVN100

15,350

1D 0.46%

YTD 10.04%

VN30F2203

1,464

1D -0.16%

YTD 0.00%

VN30F2112

1,469

1D 0.17%

YTD 0.00%

VN30F2109

1,469

1D 0.00%

YTD 0.00%

VN30F2108

1,471

1D -0.28%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,584.08

1D 0.09%

YTD 0.51%

Shanghai

3,477.22

1D 0.85%

YTD 1.84%

Kospi

3,280.38

1D 1.34%

YTD 14.16%

Hang Seng

26,426.55

1D 1.33%

YTD -2.65%

STI (Singapore)

3,182.90

1D 1.07%

YTD 10.93%

SET (Thái Lan)

1,545.86

1D 0.35%

YTD 6.66%

Crude oil ($/barrel)

69.80

1D -2.40%

YTD 44.51%

Gold ($/ounce)

1,818.95

1D 0.33%

YTD -4.45%

- China's service sector grows, Asian stocks rise. In Japan, the Nikkei 225 gained 0.09%. The Chinese market rose with the Shanghai Composite up 0.85% and the Shenzhen Component up 1.72%. Hong Kong's Hang Seng rose 1.33%. China's Caixin/Markit Purchasing Managers' Index (PMI) in July was 54.9 points, up from 50.3 points in June.

VIETNAM ECONOMY

Vnibor

0.96%

YTD (bps) 83

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.20%

1D (bps) -1

YTD (bps) -2

10 year-Gov. Bond

1.93%

1D (bps) -3

YTD (bps) -10

USD/VND

23,045

1D (%) 0.02%

YTD (%) -0.57%

EUR/VND

27,829

1D (%) -0.01%

YTD (%) -4.38%

CNY/VND

3,621

1D (%) 0.17%

YTD (%) 1.34%

- According to the Ministry of Industry and Trade, the export activities in 7 months achieved positive growth. However, this growth momentum is somewhat slowing down because the Covid-19 epidemic is negatively affecting production and business activities. In the coming time, the growth of import and export will depend greatly on the situation of disease control as well as the acceleration of the vaccination process in the country.

EVENT CALENDAR

M
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18
19
20
21
22
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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

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VN30

BANK

VCB

100,000

1D -0.60%

5D 2.88%

Buy Vol. 2,333,900

Sell Vol. 2,311,500

BID

44,000

1D 0.57%

5D 7.84%

Buy Vol. 2,872,000

Sell Vol. 2,988,500

CTG

37,050

1D 0.14%

5D 4.66%

Buy Vol. 14,642,600

Sell Vol. 17,000,100

TCB

39,800

1D 3.11%

5D 10.56%

Buy Vol. 44,632,700

Sell Vol. 43,372,200

VPB

40,500

1D -1.10%

5D 5.19%

Buy Vol. 12,540,100

Sell Vol. 13,137,500

MBB

27,400

1D 2.62%

5D 10.71%

Buy Vol. 57,097,200

Sell Vol. 52,509,400

HDB

25,950

1D 0.58%

5D 7.68%

Buy Vol. 8,142,800

Sell Vol. 10,669,000

TPB

27,950

1D 0.18%

5D 4.10%

Buy Vol. 5,035,300

Sell Vol. 7,112,900

STB

18,800

1D 1.08%

5D 3.58%

Buy Vol. 52,308,700

Sell Vol. 51,333,300

- VPB: reported profit before tax in the second quarter increased by 37% over the same period, reaching more than 5,031 billion dong. Notably, the profit from trading securities investment was 14.6 times higher, earning more than 1,390 billion dong. In the second quarter, most of VPBank's business activities showed better results than the same period last year. The main source of revenue brought in nearly 9,232 billion dong of net interest income, up 20%

REAL ESTATE

ACB

31,700

1D 0.32%

5D 11.03%

Buy Vol. 23,473,300

Sell Vol. 27,396,800

NVL

80,800

1D 138.35%

5D 153.29%

Buy Vol. 2,106,100

Sell Vol. 2,236,600

KDH

64,000

1D 88.79%

5D 100.63%

Buy Vol. 2,106,100

Sell Vol. 2,236,600

PDR

64,000

1D -0.78%

5D 1.91%

Buy Vol. 4,538,600

Sell Vol. 4,100,900

OIL & GAS

GAS

89,400

1D 1.36%

5D 9.96%

Buy Vol. 2,829,800

Sell Vol. 3,035,900

POW

12,850

1D -0.39%

5D 4.05%

Buy Vol. 17,558,300

Sell Vol. 19,301,700

PLX

56,800

1D -0.70%

5D 7.17%

Buy Vol. 1,984,900

Sell Vol. 2,594,600

- PLX: ENEOS Corporation has just announced registration to buy another 8 million shares of PLX. The transaction is expected to take place from August 6 to September 3, 2021.

VINGROUP

VIC

110,000

1D 0.27%

5D 3.58%

Buy Vol. 2,262,800

Sell Vol. 2,382,900

VHM

105,300

1D -0.47%

5D 8.78%

Buy Vol. 3,570,700

Sell Vol. 4,197,900

VRE

34,400

1D 0.73%

5D 9.03%

Buy Vol. 7,487,000

Sell Vol. 8,541,000

- VHM: Vinhomes wants to finance the planning of a heavy industry zone to build a car factory project in Vung Ang

FOOD & BEVERAGE

VNM

107,000

1D -0.47%

5D -0.93%

Buy Vol. 5,317,900

Sell Vol. 5,053,100

MSN

92,700

1D -2.01%

5D 4.51%

Buy Vol. 2,605,700

Sell Vol. 2,826,300

SAB

186,000

1D -2.11%

5D 3.22%

Buy Vol. 416,100

Sell Vol. 373,900

- SAB: Q2.2021 net revenue reached more than VND7.2tr, up slightly compared to the same period last year. Gross profit increased slightly by 3% to more than 2.2 trillion dong.

OTHERS

BVH

134,000

1D 1.82%

5D 3.88%

Buy Vol. 1,743,100

Sell Vol. 1,380,100

VJC

134,000

1D 1.82%

5D 3.88%

Buy Vol. 1,743,100

Sell Vol. 1,380,100

FPT

75,500

1D -1.69%

5D 1.21%

Buy Vol. 5,102,000

Sell Vol. 4,878,300

MWG

136,200

1D -0.58%

5D 5.17%

Buy Vol. 2,892,200

Sell Vol. 2,687,100

PNJ

83,500

1D -1.88%

5D -0.12%

Buy Vol. 1,649,300

Sell Vol. 1,707,300

GVR

29,900

1D 6.98%

5D 24.32%

Buy Vol. 15,007,400

Sell Vol. 12,781,800

SSI

33,600

1D 2.28%

5D 5.83%

Buy Vol. 27,053,400

Sell Vol. 27,940,700

HPG

43,300

1D -0.23%

5D 3.59%

Buy Vol. 32,695,400

Sell Vol. 30,915,200

- GVR: In Q2.2021, GVR's net revenue reached nearly VND5,688b, up 72% QoQ. Thanks to the higher selling price compared to the same period last year, revenue from core business of the Company from rubber latex production and trading increased by more than 88%, to nearly 3,294b dong. GVR's gross profit recorded nearly 1,629b dong, 2.3 times higher than the same period last year. Accordingly, gross profit margin increased from 21.4% to 28.6%.

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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