Market Brief 18/08/2021

VIETNAM STOCK MARKET

VN-INDEX

1,360.94

1D -0.16%

YTD 23.78%

VN30

1,489.54

1D -0.31%

YTD 40.74%

HNX

344.82

1D 0.50%

YTD 74.95%

UPCOM

94.48

1D 0.30%

YTD 27.97%

Net Foreign buy (B)

-1,922.61

1D 0.00%

YTD 0.00%

Total trading value (B)

30,046.41

1D -6.53%

YTD 75.17%

- Session 18/8: Foreign investors net sold a record 7 months with a value of 1,922 billion dong. This is the strongest net selling session of foreign investors in Vietnam market since January 15, 2021. The "discharge" today, in addition to focusing on VHM and SSI like the previous sessions, also recorded a net sale of FUEVFVND fund certificates with more than 301 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,170

1D -0.36%

YTD 33.88%

FUEMAV30

17,630

1D -0.73%

YTD 40.70%

FUESSV30

19,250

1D 8.09%

YTD 44.74%

FUESSV50

22,000

1D 0.05%

YTD 39.24%

FUESSVFL

21,900

1D -0.41%

YTD 60.44%

FUEVFVND

25,890

1D -0.54%

YTD 50.52%

FUEVN100

18,880

1D -0.37%

YTD 35.34%

VN30F2203

1,486

1D -0.82%

YTD 0.00%

VN30F2112

1,491

1D 0.03%

YTD 0.00%

VN30F2109

1,490

1D -0.17%

YTD 0.00%

VN30F2108

1,491

1D -0.14%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,585.91

1D 0.30%

YTD 0.52%

Shanghai

3,485.29

1D 1.11%

YTD 2.07%

Kospi

3,158.93

1D 0.50%

YTD 9.93%

Hang Seng

25,867.01

1D 0.47%

YTD -4.72%

STI (Singapore)

3,131.44

1D 0.41%

YTD 9.14%

SET (Thái Lan)

1,551.87

1D 0.50%

YTD 7.07%

Crude oil ($/barrel)

66.75

1D 0.59%

YTD 38.20%

Gold ($/ounce)

1,789.45

1D -0.06%

YTD -6.00%

- New Zealand kept interest rates unchanged, Asian stocks rose. In Japan, the Nikkei 225 gained 0.30%. The Japanese government decided to extend the state of emergency in Tokyo and other areas until September 12. The Chinese market rose with the Shanghai Composite up 1.11% and the Shenzhen Component up 0.721%. Hong Kong's Hang Seng rose 0.47%. South Korea's Kospi index rose 0.5%.

VIETNAM ECONOMY

Vnibor

0.73%

1D (bps) -2

YTD (bps) 60

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.16%

1D (bps) 18

YTD (bps) -6

10 year-Gov. Bond

1.86%

1D (bps) -4

YTD (bps) -17

USD/VND

22,910

1D (%) -0.07%

YTD (%) -1.16%

EUR/VND

27,349

1D (%) -0.03%

YTD (%) -6.03%

CNY/VND

3,589

1D (%) 0.00%

YTD (%) 0.45%

- Exports are estimated at more than 5.4 million TEUs, up 16%; Imported goods were estimated at more than 5.5 million TEUs, up 21% over the same period last year. Some seaport areas have the highest throughput of container cargo in the first 7 months of 2021 such as: Quang Nam area increased by more than 115%, My Tho area increased by 41%, Hai Phong area increased by more than 17%, Ho Chi Minh City area increased by nearly 16%.

SELECTED NEWS

VN30

BANK

VCB

101,000

1D 0.00%

5D 0.50%

Buy Vol. 2,773,600

Sell Vol. 3,132,100

BID

42,650

1D -0.70%

5D -1.04%

Buy Vol. 2,298,400

Sell Vol. 3,376,700

CTG

34,500

1D -0.29%

5D 0.58%

Buy Vol. 19,789,100

Sell Vol. 22,305,500

TCB

52,800

1D -0.94%

5D 0.96%

Buy Vol. 22,986,100

Sell Vol. 22,989,700

VPB

64,000

1D -1.69%

5D 4.58%

Buy Vol. 21,637,400

Sell Vol. 21,459,400

MBB

31,100

1D -0.32%

5D 4.71%

Buy Vol. 24,281,900

Sell Vol. 25,342,800

HDB

35,600

1D -0.42%

5D 0.42%

Buy Vol. 2,693,300

Sell Vol. 5,676,900

TPB

37,250

1D -0.27%

5D 0.68%

Buy Vol. 4,736,600

Sell Vol. 6,722,200

STB

29,950

1D -0.66%

5D -1.48%

Buy Vol. 41,441,600

Sell Vol. 38,751,800

ACB

35,550

1D -0.14%

5D -1.25%

Buy Vol. 12,725,500

Sell Vol. 15,562,100

- STB: On August 16, 2021, Sacombank officially became a member of SWIFT GPI (Global Payments Innovation) - Global Payments Innovation Initiative of the Society of Global Interbank Financial Telecommunication (SWIFT). Sacombank launches SWIFT GPI service according to international standards

REAL ESTATE

NVL

103,000

1D 150.00%

5D 157.18%

Buy Vol. 6,366,900

Sell Vol. 5,364,000

KDH

89,000

1D 116.02%

5D 122.22%

Buy Vol. 6,366,900

Sell Vol. 5,364,000

PDR

89,000

1D -2.41%

5D -4.20%

Buy Vol. 6,069,900

Sell Vol. 6,838,700

- PDR: After the project in Cai Mep Port area, PDR continues with a new project of 1,152 hectares in Dung Quat, deployed under the model of an urban service-industrial park.

OIL & GAS

GAS

92,600

1D 0.22%

5D -3.04%

Buy Vol. 1,094,100

Sell Vol. 1,007,000

POW

11,400

1D 0.44%

5D -0.44%

Buy Vol. 17,057,300

Sell Vol. 19,133,100

PLX

51,600

1D 0.00%

5D -3.37%

Buy Vol. 2,257,500

Sell Vol. 2,164,500

- Gas price today (August 18) increased by nearly 0.5% to 3.89 USD/mmBTU for natural gas contract delivered in September 2021 at 10:20 am (Vietnam time).

VINGROUP

VIC

97,900

1D -1.01%

5D -0.78%

Buy Vol. 3,668,800

Sell Vol. 3,949,000

VHM

110,000

1D -0.90%

5D -5.17%

Buy Vol. 44,755,600

Sell Vol. 32,294,300

VRE

27,800

1D -0.89%

5D -0.71%

Buy Vol. 7,512,200

Sell Vol. 8,063,400

- VHM: will spend over VND 5,000b to pay cash dividends at the end of September. The time of stock dividend is also expected to take place from September to October.

FOOD & BEVERAGE

VNM

90,000

1D 0.78%

5D -0.99%

Buy Vol. 8,171,500

Sell Vol. 8,459,000

MSN

134,500

1D 1.51%

5D -1.54%

Buy Vol. 1,855,200

Sell Vol. 2,506,200

SAB

146,000

1D 0.34%

5D -5.32%

Buy Vol. 644,100

Sell Vol. 481,200

- VNM: VNM and Del Monte Philippines, Inc. establish a joint venture with an initial investment of 6m USD. First year estimated revenue will be about 8.8 million USD

OTHERS

BVH

118,000

1D 0.60%

5D -0.59%

Buy Vol. 1,043,100

Sell Vol. 981,200

VJC

118,000

1D 0.60%

5D -0.59%

Buy Vol. 1,043,100

Sell Vol. 981,200

FPT

94,000

1D 0.21%

5D -1.15%

Buy Vol. 3,802,100

Sell Vol. 3,920,700

MWG

172,500

1D 1.53%

5D -1.43%

Buy Vol. 1,518,000

Sell Vol. 1,614,000

PNJ

94,700

1D -0.84%

5D -0.73%

Buy Vol. 853,800

Sell Vol. 1,020,900

GVR

37,550

1D 0.13%

5D 10.12%

Buy Vol. 8,409,300

Sell Vol. 10,237,500

SSI

60,200

1D -1.79%

5D 4.33%

Buy Vol. 29,585,400

Sell Vol. 29,555,200

HPG

50,400

1D 0.00%

5D 2.96%

Buy Vol. 35,754,300

Sell Vol. 45,190,300

- SSI: Daiwa Securities Group Inc - the largest shareholder in SSI has just registered to sell 15.3 million from August 18 to September 16. Daiwa Securities is currently the largest shareholder in SSI with over 118 million shares, equivalent to 18% of capital.