Market Brief 01/09/2021
VIETNAM STOCK MARKET
VN-INDEX
1,334.65
1D 0.24%
YTD 21.39%
VN30
1,426.94
1D -0.12%
YTD 34.82%
HNX
343.42
1D 0.18%
YTD 74.24%
UPCOM
94.01
1D 0.26%
YTD 27.33%
Net Foreign buy (B)
-633.93
1D 0.00%
YTD 0.00%
Total trading value (B)
29,281.52
1D 3.78%
YTD 70.71%
- Continuing in the first session of September, foreign investors recorded a net selling of 634 billion dong on all 3 exchanges, of which MSN, VHM and fund certificates FUEVFVND were sold the most with a value of over 200 billion dong.
ETF & DERIVATIVES
E1VFVN30
24,050
1D -0.21%
YTD 27.93%
FUEMAV30
16,840
1D 0.06%
YTD 34.40%
FUESSV30
18,000
1D 1.07%
YTD 35.34%
FUESSV50
20,800
1D -0.95%
YTD 31.65%
FUESSVFL
20,550
1D 2.14%
YTD 50.55%
FUEVFVND
24,840
1D -0.72%
YTD 44.42%
FUEVN100
18,150
1D 0.00%
YTD 30.11%
VN30F2203
1,425
1D 0.12%
YTD 0.00%
VN30F2112
1,429
1D 0.11%
YTD 0.00%
VN30F2110
1,427
1D 0.00%
YTD 0.00%
VN30F2109
1,429
1D 0.11%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
28,451.02
1D 0.56%
YTD 3.67%
Shanghai
3,567.10
1D 0.65%
YTD 4.47%
Kospi
3,207.02
1D 0.24%
YTD 11.61%
Hang Seng
26,028.29
1D 1.36%
YTD -4.12%
STI (Singapore)
3,087.84
1D 1.07%
YTD 7.62%
SET (Thái Lan)
1,634.48
1D -0.26%
YTD 12.77%
Crude oil ($/barrel)
68.62
1D -0.16%
YTD 42.07%
Gold ($/ounce)
1,815.80
1D 0.07%
YTD -4.61%
- More bad signals from the Chinese economy, Asian stocks mixed. In Japan, the Nikkei 225 gained 0.56%. The Chinese market was mixed with Shanghai Composite up 0.65%, Shenzhen Component down 0.1%. Hong Kong's Hang Seng rose 1.36%. South Korea's Kospi index rose 0.24%.
VIETNAM ECONOMY
Vnibor
0.63%
1D (bps) -6
YTD (bps) 50
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.16%
YTD (bps) -6
10 year-Gov. Bond
1.89%
1D (bps) -1
YTD (bps) -14
USD/VND
22,870
1D (%) 0.00%
YTD (%) -1.33%
EUR/VND
27,535
1D (%) 0.16%
YTD (%) -5.39%
CNY/VND
3,591
1D (%) -0.08%
YTD (%) 0.50%
- According to the Hanoi Statistics Office, in August 2021, Hanoi has 12 newly licensed FDI projects with a total registered capital of 17.6 million USD. Besides, there are 2 projects adjusted to increase investment capital with the registered investment capital reaching 47 thousand USD; Foreign investors contributed capital and bought shares 7 times, reaching 1.1 million USD.
EVENT CALENDAR
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Ex-right date Wed, 11/27/24
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SELECTED NEWS
- In 8 months, Hanoi city attracted more than 840 million USD of FDI capital
- WB Group cooperates Australian Gov. to support development of Vietnam's capital market, focus on attracting foreign investors
- Worried about a sudden increase in bad debts, proposing a separate resolution to remove difficulties for the bank
- A series of Asian 'factories' reduced production due to Covid-19
- US investors lower margin for the first time since the outbreak of Covid-19
- WHO monitors new variant of SARS-CoV-2 that is resistant to vaccines
VN30
BANK
VCB
99,400
1D 0.00%
5D 1.95%
Buy Vol. 1,853,100
Sell Vol. 1,944,700
BID
39,000
1D 0.13%
5D -1.14%
Buy Vol. 2,904,200
Sell Vol. 2,505,600
CTG
32,050
1D 0.79%
5D -0.31%
Buy Vol. 24,282,200
Sell Vol. 26,558,700
TCB
48,300
1D -0.41%
5D -1.73%
Buy Vol. 15,490,700
Sell Vol. 15,954,100
VPB
61,500
1D -0.16%
5D 0.16%
Buy Vol. 12,184,000
Sell Vol. 11,395,800
MBB
27,900
1D 0.00%
5D -2.45%
Buy Vol. 23,900,300
Sell Vol. 24,155,300
HDB
25,650
1D -1.16%
5D -5.14%
Buy Vol. 5,942,500
Sell Vol. 5,434,600
TPB
34,200
1D 0.29%
5D -2.01%
Buy Vol. 3,706,600
Sell Vol. 4,859,800
STB
27,200
1D -0.55%
5D -0.55%
Buy Vol. 25,646,100
Sell Vol. 18,163,600
ACB
32,000
1D 0.00%
5D -1.39%
Buy Vol. 16,591,000
Sell Vol. 15,915,300
- According to the provisions of Circular 11/2021/TT-NHNN issued by the State Bank of Vietnam on July 30, 2021, stipulating the method of setting up risk provisions, the general provision amount must be equal to 0.75 % of total outstanding loans from group 1 to group 4, Vietcombank is the bank with the highest bad debt coverage ratio of 366%. Followed by Techcombank (259%), MB (237%) and ACB (208%). Some other banks have a bad debt coverage ratio of over 100% such as TPBank (145%), BAB (137%), BIDV (131%).
REAL ESTATE
NVL
104,700
1D 0.29%
5D -0.76%
Buy Vol. 3,431,800
Sell Vol. 3,648,900
KDH
39,300
1D -1.13%
5D 2.34%
Buy Vol. 2,795,300
Sell Vol. 2,527,800
PDR
85,700
1D -2.50%
5D -1.27%
Buy Vol. 3,744,500
Sell Vol. 4,434,500
- TCH: Will sell 199,587,872 shares to existing shareholders and issue 19,958,787 shares to pay dividends.
OIL & GAS
GAS
88,600
1D -0.89%
5D 1.49%
Buy Vol. 777,500
Sell Vol. 1,109,500
POW
12,450
1D 5.06%
5D 10.67%
Buy Vol. 56,335,800
Sell Vol. 52,836,700
PLX
50,800
1D 2.21%
5D 2.52%
Buy Vol. 2,224,100
Sell Vol. 2,860,900
- POW: NPAT in the first 6 months of 2021 increased by VND 144b over the same period mainly thank to an increase in profit from financial activities to VND 502b.
VINGROUP
VIC
94,100
1D 0.00%
5D -0.53%
Buy Vol. 2,042,000
Sell Vol. 2,808,100
VHM
107,000
1D 0.56%
5D 0.00%
Buy Vol. 29,719,300
Sell Vol. 30,277,500
VRE
27,900
1D 2.20%
5D 6.08%
Buy Vol. 6,665,500
Sell Vol. 7,463,000
- VHM: will pay a cash dividend (rate 15%) on October 1, the amount expected to be spent is VND 5.024b. At the same time, VHM will issue 1b shares (rate 30%) to pay dividends
FOOD & BEVERAGE
VNM
88,100
1D 0.80%
5D 1.38%
Buy Vol. 5,916,400
Sell Vol. 6,365,700
MSN
133,300
1D -1.26%
5D -1.26%
Buy Vol. 1,927,000
Sell Vol. 2,076,500
SAB
148,700
1D -0.87%
5D 1.02%
Buy Vol. 158,000
Sell Vol. 277,100
- MSN: The investment fund group GIC wants to sell 19.5m MSN. At the beginning of the year, this group also sold about 20m MSN, earning 1,700 billion dong.
OTHERS
BVH
125,500
1D -0.79%
5D -1.18%
Buy Vol. 999,600
Sell Vol. 1,171,900
VJC
125,500
1D -0.79%
5D -1.18%
Buy Vol. 999,600
Sell Vol. 1,171,900
FPT
92,400
1D 0.00%
5D 0.54%
Buy Vol. 2,903,300
Sell Vol. 2,987,800
MWG
110,200
1D -0.72%
5D 2.67%
Buy Vol. 1,148,300
Sell Vol. 1,145,700
PNJ
85,300
1D -0.81%
5D -4.16%
Buy Vol. 1,636,000
Sell Vol. 1,419,600
GVR
40,100
1D 3.48%
5D 13.92%
Buy Vol. 14,812,100
Sell Vol. 16,432,800
SSI
61,200
1D -0.97%
5D -1.29%
Buy Vol. 19,472,600
Sell Vol. 20,555,500
HPG
49,200
1D -0.20%
5D 1.65%
Buy Vol. 24,177,500
Sell Vol. 34,204,500
- BVH: Head of Supervisory Board Tien Hung registered to sell all 57,239 shares by order matching method from September 7 to October 6. - VJC: approved by the State Securities Commission to postpone the publication of the reviewed semi-annual financial statements for 2021
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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