Market brief 19/08/2021

VIETNAM STOCK MARKET

VN-INDEX

1,374.85

1D 1.02%

YTD 25.04%

VN30

1,505.01

1D 1.04%

YTD 42.20%

HNX

346.07

1D 0.36%

YTD 75.58%

UPCOM

94.71

1D 0.24%

YTD 28.28%

Net Foreign buy (B)

-443.43

1D 0.00%

YTD 0.00%

Total trading value (B)

31,662.84

1D 5.38%

YTD 84.59%

- Foreign investors' trade today was less negative than the previous session, recording a net selling value of more than 443 billion dong. Today's "discharge" focused on blue-chips such as SSI, NVL, VIC, GAS, VNM, of which SSI was net sold nearly 703 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,010

1D -0.64%

YTD 33.03%

FUEMAV30

17,730

1D 0.57%

YTD 41.50%

FUESSV30

19,400

1D 8.93%

YTD 45.86%

FUESSV50

22,300

1D 1.36%

YTD 41.14%

FUESSVFL

21,600

1D -1.37%

YTD 58.24%

FUEVFVND

26,000

1D 0.42%

YTD 51.16%

FUEVN100

18,670

1D -1.11%

YTD 33.84%

VN30F2203

1,481

1D -0.34%

YTD 0.00%

VN30F2112

1,486

1D -0.34%

YTD 0.00%

VN30F2109

1,487

1D -0.17%

YTD 0.00%

VN30F2108

1,500

1D 0.61%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,281.17

1D -0.72%

YTD -0.59%

Shanghai

3,465.55

1D -0.57%

YTD 1.50%

Kospi

3,097.83

1D -1.93%

YTD 7.81%

Hang Seng

25,316.33

1D -1.48%

YTD -6.74%

STI (Singapore)

3,086.97

1D -1.42%

YTD 7.59%

SET (Thái Lan)

1,544.28

1D -0.49%

YTD 6.55%

Crude oil ($/barrel)

63.03

1D -5.57%

YTD 30.50%

Gold ($/ounce)

1,790.45

1D 0.06%

YTD -5.95%

- Asian stocks fell, oil prices lost 2-3%. In Japan, the Nikkei 225 fell 0.72%. The Chinese market was mixed with Shanghai Composite down 0.57%, Shenzhen Component up 0.23%. Hong Kong's Hang Seng fell 1.48%. South Korea's Kospi index fell 1.93%.

VIETNAM ECONOMY

Vnibor

0.71%

1D (bps) -2

YTD (bps) 58

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.16%

YTD (bps) -6

10 year-Gov. Bond

1.87%

1D (bps) 1

YTD (bps) -16

USD/VND

22,925

1D (%) 0.07%

YTD (%) -1.09%

EUR/VND

27,306

1D (%) 0.09%

YTD (%) -6.17%

CNY/VND

3,586

1D (%) -0.06%

YTD (%) 0.36%

- According to the announcement of the Australian Anti-Dumping Commission, this agency has determined that Vietnamese enterprises do not have dumping practices, the Vietnamese Government does not subsidize and interfere in the precision steel pipe manufacturing industry.

SELECTED NEWS

VN30

BANK

VCB

102,800

1D 1.78%

5D 2.90%

Buy Vol. 4,242,400

Sell Vol. 3,983,000

BID

42,500

1D -0.35%

5D -0.70%

Buy Vol. 3,392,100

Sell Vol. 3,390,200

CTG

34,300

1D -0.58%

5D -0.29%

Buy Vol. 23,147,600

Sell Vol. 19,638,100

TCB

53,000

1D 0.38%

5D 1.92%

Buy Vol. 32,947,400

Sell Vol. 30,288,400

VPB

64,600

1D 0.94%

5D 4.36%

Buy Vol. 22,269,600

Sell Vol. 16,365,900

MBB

31,100

1D 0.00%

5D 5.42%

Buy Vol. 39,046,300

Sell Vol. 32,311,700

HDB

36,000

1D 1.12%

5D 2.71%

Buy Vol. 4,289,700

Sell Vol. 4,999,300

TPB

36,700

1D -1.48%

5D 0.82%

Buy Vol. 6,010,300

Sell Vol. 5,533,900

STB

29,950

1D 0.00%

5D 1.18%

Buy Vol. 32,740,500

Sell Vol. 32,986,100

ACB

35,300

1D -0.70%

5D 0.00%

Buy Vol. 19,122,800

Sell Vol. 16,220,200

- BID: Auction failed 7 times, BIDV continued to reduce the debt of Archplus Architecture and Construction Joint Stock Company down to the original outstanding balance as of April 15. In this 8th auction, BIDV lowered the starting price of the debt of Archplus Architecture and Construction Joint Stock Company to only VND 257 billion, down 51.6% compared to the first auction 5 months ago (VND 498 billion).

REAL ESTATE

NVL

104,900

1D 152.77%

5D 159.65%

Buy Vol. 3,646,000

Sell Vol. 4,294,900

KDH

88,300

1D 112.77%

5D 118.56%

Buy Vol. 3,646,000

Sell Vol. 4,294,900

PDR

88,300

1D -0.79%

5D -4.54%

Buy Vol. 4,752,700

Sell Vol. 5,079,000

- Many residential real estate businesses have negative business cash flow despite having profits in the first half of the year such as KDH, NLG, Cen Land, NBB, DXG.

OIL & GAS

GAS

90,900

1D -1.84%

5D -3.81%

Buy Vol. 3,866,200

Sell Vol. 3,200,700

POW

11,350

1D -0.44%

5D 0.00%

Buy Vol. 14,436,300

Sell Vol. 18,740,800

PLX

51,500

1D -0.19%

5D -2.83%

Buy Vol. 4,486,300

Sell Vol. 2,107,000

- Gas prices today, natural gas prices in the morning session fell again due to the increasing number of COVID-19 infections worldwide.

VINGROUP

VIC

104,000

1D 6.23%

5D 5.31%

Buy Vol. 5,354,900

Sell Vol. 4,896,100

VHM

111,000

1D 0.91%

5D -5.13%

Buy Vol. 29,933,000

Sell Vol. 23,774,000

VRE

27,950

1D 0.54%

5D -0.18%

Buy Vol. 7,692,600

Sell Vol. 7,420,700

- VIC: Most of cash as of June 30 is deposited in banks with interest rates from 2.8%-7%/year. In Q2.2021, VIC has more than 568b dong from interest on deposits, loans.

FOOD & BEVERAGE

VNM

90,300

1D 0.33%

5D -0.22%

Buy Vol. 4,970,000

Sell Vol. 6,118,200

MSN

136,300

1D 1.34%

5D 1.72%

Buy Vol. 2,069,200

Sell Vol. 1,338,800

SAB

148,000

1D 1.37%

5D -3.33%

Buy Vol. 756,900

Sell Vol. 640,800

- MSN: Many securities companies continue to raise the target price of MSN stock thanks to the Group's positive business outlook in the third quarter.

OTHERS

BVH

120,000

1D 1.69%

5D 1.10%

Buy Vol. 1,627,600

Sell Vol. 1,681,000

VJC

120,000

1D 1.69%

5D 1.10%

Buy Vol. 1,627,600

Sell Vol. 1,681,000

FPT

94,500

1D 0.53%

5D 1.82%

Buy Vol. 4,808,900

Sell Vol. 5,472,600

MWG

172,500

1D 0.00%

5D 1.47%

Buy Vol. 1,761,600

Sell Vol. 1,572,900

PNJ

94,000

1D -0.74%

5D -0.53%

Buy Vol. 1,768,600

Sell Vol. 1,267,000

GVR

38,800

1D 3.33%

5D 13.12%

Buy Vol. 13,322,000

Sell Vol. 11,859,900

SSI

62,700

1D 4.15%

5D 8.67%

Buy Vol. 35,989,700

Sell Vol. 28,989,300

HPG

50,900

1D 0.99%

5D 5.17%

Buy Vol. 49,540,700

Sell Vol. 57,576,600

- HPG: On August 18, Mr. Tran Vu Minh, son of Chairman Tran Dinh Long, bought an agreement from Mr. Nguyen Van Kieu for 5 million HPG shares. After the transaction, Mr. Minh holds 69.8 million shares, equivalent to 1.56% of capital.