Market Brief 05/08/2021 - Pinetree Securities
Market Brief 05/08/2021
Market brief August 5, 2021

Market Brief 05/08/2021

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Market Brief 05/08/2021

VIETNAM STOCK MARKET

VN-INDEX

1,345.55

1D 0.81%

YTD 22.38%

VN30

1,486.46

1D 0.97%

YTD 40.45%

HNX

325.46

1D 1.70%

YTD 65.12%

UPCOM

87.93

1D 0.47%

YTD 19.10%

Net Foreign buy (B)

1,123.29

1D 0.00%

YTD 0.00%

Total trading value (B)

23,916.07

1D -4.67%

YTD 39.43%

- On HoSE, foreign investors had the 5th net buying session in a row with a value increase of 36.5% compared to the previous session and at VND 1,117 billion, equivalent to a net buying volume of 20 million shares. In all 5 sessions, this capital flow was a total net purchase of 2,840 billion dong.

ETF & DERIVATIVES

E1VFVN30

24,740

1D 0.98%

YTD 31.60%

FUEMAV30

17,700

1D 2.31%

YTD 41.26%

FUESSV30

19,500

1D 9.49%

YTD 46.62%

FUESSV50

21,300

1D 0.47%

YTD 34.81%

FUESSVFL

21,800

1D 0.93%

YTD 59.71%

FUEVFVND

25,800

1D -0.77%

YTD 50.00%

FUEVN100

18,600

1D 0.81%

YTD 33.33%

VN30F2203

1,485

1D 1.41%

YTD 0.00%

VN30F2112

1,486

1D 1.19%

YTD 0.00%

VN30F2109

1,488

1D 1.29%

YTD 0.00%

VN30F2108

1,487

1D 1.10%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,728.12

1D 0.20%

YTD 1.03%

Shanghai

3,466.55

1D -0.31%

YTD 1.53%

Kospi

3,276.13

1D -0.13%

YTD 14.01%

Hang Seng

26,204.69

1D -0.92%

YTD -3.47%

STI (Singapore)

3,175.10

1D -0.25%

YTD 10.66%

SET (Thái Lan)

1,527.66

1D -1.18%

YTD 5.40%

Crude oil ($/barrel)

68.19

1D -0.20%

YTD 41.18%

Gold ($/ounce)

1,815.80

1D 0.12%

YTD -4.61%

- Asian stocks mixed, following Wall Street. In Japan, the Nikkei 225 gained 0.2%. Mainland China market was in the opposite direction with Shanghai Composite down 0.31%, Shenzhen Component down 0.786%. Hong Kong's Hang Seng fell 0.92%. South Korea's Kospi index fell 0.13%.

VIETNAM ECONOMY

Vnibor

0.93%

1D (bps) -3

YTD (bps) 80

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.22%

1D (bps) 2

10 year-Gov. Bond

1.99%

1D (bps) 6

YTD (bps) -4

USD/VND

23,035

1D (%) -0.04%

YTD (%) -0.62%

EUR/VND

27,778

1D (%) 0.03%

YTD (%) -4.55%

CNY/VND

3,619

1D (%) 0.03%

YTD (%) 1.29%

- For the first time, Vietnam surpassed Bangladesh to become the second largest garment exporter in the world, with a market share of 6.4%. In addition, in 2020, the total export value of Vietnam's garments will reach $29 billion.

EVENT CALENDAR

M
T
W
T
F
S
S
23
24
25
26
27
28
29
Ex-right date Fri, 12/27/24

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

VN30

BANK

VCB

99,400

1D 0.91%

5D 1.53%

Buy Vol. 2,770,400

Sell Vol. 2,464,100

BID

42,950

1D -0.12%

5D 4.76%

Buy Vol. 4,111,900

Sell Vol. 4,477,100

CTG

34,200

1D 0.59%

5D 0.88%

Buy Vol. 27,785,500

Sell Vol. 24,410,300

TCB

52,500

1D 0.96%

5D 3.75%

Buy Vol. 23,876,900

Sell Vol. 22,468,800

VPB

61,800

1D 2.15%

5D 7.11%

Buy Vol. 19,124,900

Sell Vol. 12,535,200

MBB

30,000

1D 1.01%

5D 5.63%

Buy Vol. 30,995,900

Sell Vol. 26,833,100

HDB

35,500

1D 1.28%

5D 6.29%

Buy Vol. 6,877,200

Sell Vol. 6,422,200

TPB

35,900

1D 2.28%

5D 3.46%

Buy Vol. 7,742,100

Sell Vol. 8,210,100

STB

31,050

1D 1.31%

5D 5.97%

Buy Vol. 60,016,700

Sell Vol. 63,611,300

- VPB: In the second quarter of 2021, VPBank's provision for credit risks increased by nearly VND 665 billion, equivalent to an increase of 62% over the same period. Profit after tax reached 7,370 billion dong, up 335.4% respectively.

REAL ESTATE

ACB

36,000

1D 1.41%

5D 5.42%

Buy Vol. 29,124,300

Sell Vol. 25,270,800

NVL

108,000

1D 166.01%

5D 171.36%

Buy Vol. 6,358,800

Sell Vol. 6,415,800

KDH

93,800

1D 131.03%

5D 135.68%

Buy Vol. 6,358,800

Sell Vol. 6,415,800

PDR

93,800

1D 0.00%

5D 3.19%

Buy Vol. 3,965,200

Sell Vol. 3,844,400

OIL & GAS

GAS

93,800

1D -0.21%

5D 4.80%

Buy Vol. 1,385,700

Sell Vol. 1,061,200

POW

10,800

1D -0.46%

5D 1.41%

Buy Vol. 14,765,200

Sell Vol. 16,863,000

PLX

52,400

1D 0.19%

5D 2.75%

Buy Vol. 1,724,700

Sell Vol. 2,463,500

- Gas price today 5/8: Continue to adjust up, to $4,169/mmBTU when mining output falls to a low level and the weather continues to be hot next week.

VINGROUP

VIC

114,000

1D 0.00%

5D 8.47%

Buy Vol. 3,065,500

Sell Vol. 3,169,400

VHM

111,700

1D 1.09%

5D 3.52%

Buy Vol. 8,928,100

Sell Vol. 8,212,600

VRE

27,950

1D 0.18%

5D 2.19%

Buy Vol. 7,825,200

Sell Vol. 6,607,200

- VIC: Vingroup plans to issue 422.8 million shares at the rate of 12.5% to pay dividends in 2020. The last registration date to allocate rights is August 18.

FOOD & BEVERAGE

VNM

86,600

1D -0.57%

5D -0.23%

Buy Vol. 4,347,900

Sell Vol. 5,016,500

MSN

135,000

1D -0.74%

5D 5.72%

Buy Vol. 2,201,000

Sell Vol. 1,907,600

SAB

155,700

1D -1.02%

5D -0.83%

Buy Vol. 981,900

Sell Vol. 344,500

- VNM: in Q2.2021 accounted for over 60% of domestic dairy market share but gross profit margin continued to record the lowest level in 4 years 43.6% and down from 46% QoQ.

OTHERS

BVH

116,500

1D 0.26%

5D 1.84%

Buy Vol. 635,800

Sell Vol. 553,200

VJC

116,500

1D 0.26%

5D 1.84%

Buy Vol. 635,800

Sell Vol. 553,200

FPT

96,600

1D 1.05%

5D 3.43%

Buy Vol. 5,802,200

Sell Vol. 4,617,500

MWG

173,000

1D 1.76%

5D 6.27%

Buy Vol. 1,693,200

Sell Vol. 1,883,000

PNJ

95,800

1D -0.73%

5D 3.01%

Buy Vol. 635,400

Sell Vol. 811,800

GVR

34,850

1D 4.19%

5D 5.13%

Buy Vol. 19,625,500

Sell Vol. 18,404,600

SSI

57,500

1D 1.23%

5D 6.48%

Buy Vol. 22,044,400

Sell Vol. 22,694,300

HPG

48,800

1D 2.74%

5D 3.61%

Buy Vol. 55,300,200

Sell Vol. 59,737,900

- MWG: By the end of June 2022, the principal debt due to be paid by The Gioi Di Dong is nearly VND 20,000 billion. The remaining more than 15,300 billion dong will have to be fully paid in the last 6 months of 2021. In the first half of this year, the company has paid off the loan principal a total of 27,600 billion dong. In the first two quarters of 2021, the company borrowed nearly 32,000 billion dong, revenue was also close to 32 trillion dong.

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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