Market brief 23/08/2021 - Pinetree Securities
Market brief 23/08/2021
Market brief August 23, 2021

Market brief 23/08/2021

Download PDF

Market brief 23/08/2021

VIETNAM STOCK MARKET

VN-INDEX

1,298.86

1D -2.30%

YTD 18.13%

VN30

1,412.00

1D -2.65%

YTD 33.41%

HNX

334.84

1D -1.21%

YTD 69.88%

UPCOM

91.46

1D -1.09%

YTD 23.88%

Net Foreign buy (B)

-360.91

1D 0.00%

YTD 0.00%

Total trading value (B)

31,915.10

1D -34.19%

YTD 86.06%

- Foreign investors were net sellers for the 10th consecutive session on HoSE, but the value decreased by 51% compared to the previous session. Internal ETF certificates FUEVFVND were sold the most with 227b dong. HPG and MSN were net sold 85b dong and 77b dong respectively. Meanwhile, VHM was bought the most with 75b dong, SSI was also bought 68b dong

ETF & DERIVATIVES

E1VFVN30

23,700

1D -1.66%

YTD 26.06%

FUEMAV30

16,700

1D -2.91%

YTD 33.28%

FUESSV30

19,970

1D 12.13%

YTD 50.15%

FUESSV50

21,100

1D 0.00%

YTD 33.54%

FUESSVFL

20,490

1D -2.20%

YTD 50.11%

FUEVFVND

25,000

1D -0.83%

YTD 45.35%

FUEVN100

17,930

1D -1.32%

YTD 28.53%

VN30F2203

1,443

1D 0.00%

YTD 0.00%

VN30F2203

1,443

1D 0.00%

YTD 0.00%

VN30F2112

1,445

1D 0.00%

YTD 0.00%

VN30F2112

1,445

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,494.24

1D 0.44%

YTD 0.18%

Shanghai

3,477.13

1D 1.45%

YTD 1.84%

Kospi

3,090.21

1D 0.97%

YTD 7.54%

Hang Seng

25,109.59

1D 0.02%

YTD -7.51%

STI (Singapore)

3,087.56

1D -0.49%

YTD 7.61%

SET (Thái Lan)

1,582.07

1D 1.86%

YTD 9.16%

Crude oil ($/barrel)

63.95

1D 2.12%

YTD 32.40%

Gold ($/ounce)

1,792.70

1D 0.72%

YTD -5.83%

- Asian stocks mostly rallied. In Japan, the Nikkei 225 gained 0.44%. The Chinese market rose with Shanghai Composite up 1.45%, Shenzhen Component up 1.981%. Hong Kong's Hang Seng was up 0.02% with shares of Chinese tech giant Tencent up nearly 2% and Hong Kong Exchange & Clearing up 5.66%. South Korea's Kospi index rose 0.97%.

VIETNAM ECONOMY

Vnibor

0.66%

1D (bps) -3

YTD (bps) 53

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.01%

1D (bps) -20

YTD (bps) -21

10 year-Gov. Bond

2.00%

1D (bps) 5

YTD (bps) -3

USD/VND

22,925

1D (%) 0.01%

YTD (%) -1.09%

EUR/VND

27,366

1D (%) 0.14%

YTD (%) -5.97%

CNY/VND

3,589

1D (%) 0.25%

YTD (%) 0.45%

- IFC - a member of the World Bank announced that nearly 2,000 import-export businesses in Vietnam have been supported by IFC's trade finance program in 2021 - a program to help businesses overcome the COVID-19 period. 19 and maintain jobs for workers. With IFC's support, banks have issued 974 guarantees totaling US$686 million to support nearly 2,000 exporters and importers.

EVENT CALENDAR

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

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

97,300

1D -2.80%

5D -3.28%

Buy Vol. 3,121,500

Sell Vol. 3,271,300

BID

39,300

1D -2.96%

5D -9.24%

Buy Vol. 4,023,000

Sell Vol. 4,549,700

CTG

32,700

1D 0.00%

5D -6.84%

Buy Vol. 30,030,400

Sell Vol. 36,386,500

TCB

48,750

1D -3.47%

5D -9.72%

Buy Vol. 41,361,100

Sell Vol. 43,442,700

VPB

60,600

1D -3.04%

5D -7.62%

Buy Vol. 14,922,700

Sell Vol. 15,016,300

MBB

28,600

1D -4.35%

5D -7.74%

Buy Vol. 34,113,200

Sell Vol. 39,433,500

HDB

33,600

1D -2.61%

5D -6.01%

Buy Vol. 4,239,300

Sell Vol. 5,726,000

TPB

33,800

1D -3.43%

5D -8.89%

Buy Vol. 7,334,000

Sell Vol. 8,912,500

STB

27,000

1D -4.59%

5D -10.89%

Buy Vol. 46,852,300

Sell Vol. 49,336,400

ACB

32,000

1D -4.76%

5D -10.36%

Buy Vol. 24,669,500

Sell Vol. 26,895,400

- Statistics from the consolidated FS in Q2.2021 of 29 domestic banks, the total income from foreign exchange business of 29 banks reached VND7,334b, up 10% QoQ and accounting for 2. 8% of total operating income. VCB continued to leader in terms of income from forex trading with VND2,029b in net profit in the first 6 months, accounting for 7.1% of the bank's total operating income (up 5% yoy). Following is CTG, BID with 856b dong and 784b dong profit from foreign exchange business, down 17% and 4% respectively over the same period.

REAL ESTATE

NVL

104,900

1D 1.16%

5D 1.06%

Buy Vol. 5,085,700

Sell Vol. 5,972,800

KDH

38,000

1D -3.55%

5D -8.87%

Buy Vol. 6,285,200

Sell Vol. 7,156,200

PDR

82,200

1D -3.41%

5D -10.36%

Buy Vol. 4,330,900

Sell Vol. 4,668,900

- KDH: has just approved the sale of more than 19.8 million treasury shares, equivalent to 3.19% of the company's total shares to supplement working capital.

OIL & GAS

GAS

85,800

1D -1.94%

5D -8.92%

Buy Vol. 2,064,900

Sell Vol. 1,796,800

POW

10,550

1D -3.21%

5D -7.86%

Buy Vol. 17,354,600

Sell Vol. 18,331,300

PLX

48,500

1D -2.22%

5D -6.91%

Buy Vol. 3,646,800

Sell Vol. 2,719,600

- Gas price today (August 23) increased 0.52% to 3.88 USD/mmBTU for natural gas contract delivered in September 2021 at 10:50 am (Vietnam time).

VINGROUP

VIC

96,200

1D -1.54%

5D -2.15%

Buy Vol. 3,135,000

Sell Vol. 4,410,900

VHM

107,200

1D -0.83%

5D -7.59%

Buy Vol. 20,512,300

Sell Vol. 22,783,900

VRE

26,050

1D -3.70%

5D -8.60%

Buy Vol. 8,248,000

Sell Vol. 8,548,400

- VHM: will pay more than 5,000 billion dong of cash dividend (15%) and more than 1 million share dividend (30%).

FOOD & BEVERAGE

VNM

86,000

1D -2.05%

5D -3.91%

Buy Vol. 6,833,700

Sell Vol. 6,494,100

MSN

127,000

1D -5.08%

5D -4.87%

Buy Vol. 2,379,800

Sell Vol. 2,614,500

SAB

140,000

1D -2.10%

5D -7.65%

Buy Vol. 376,000

Sell Vol. 484,600

- VNM: F&N DAIRY INVESTMENTS PTE.LTD continues to register to buy nearly 21 million VNM shares. Expected transaction time from 25/08/2021 to 17/09/2021

OTHERS

BVH

120,300

1D 0.42%

5D 2.56%

Buy Vol. 1,803,200

Sell Vol. 1,873,400

VJC

120,300

1D 0.42%

5D 2.56%

Buy Vol. 1,803,200

Sell Vol. 1,873,400

FPT

91,000

1D -1.94%

5D -3.81%

Buy Vol. 5,433,400

Sell Vol. 5,916,900

MWG

158,100

1D -3.60%

5D -7.05%

Buy Vol. 2,302,900

Sell Vol. 2,650,900

PNJ

88,500

1D -3.28%

5D -6.35%

Buy Vol. 1,449,900

Sell Vol. 1,375,800

GVR

34,200

1D -5.91%

5D -8.06%

Buy Vol. 11,911,400

Sell Vol. 13,567,200

SSI

63,400

1D 1.44%

5D 2.09%

Buy Vol. 29,310,400

Sell Vol. 25,769,800

HPG

47,500

1D -3.06%

5D -3.94%

Buy Vol. 53,238,900

Sell Vol. 56,543,600

- PNJ: announced July net sales of 489 billion dong, down 62.6% y/y. Gross profit margin improved from 17.7% in the same period last year to 19.6%, total operating expenses decreased by 16.9%. Therefore, the business lost 32 billion dong after tax. The last month PNJ suffered a loss was in April 2020 with VND 102 billion, the peak of the epidemic in 2020 many stores were temporarily closed due to anti-epidemic requirements.

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

Pinetree Securities Corporation

Copyright © 2022. Pinetree Securities Corporation| Tax Code: 0101294902
Tạo phản hồi mới
Tra cứu phản hồi