Market Brief 10/09/2021

September 10, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,345.31

1D

0.10%

YTD

22.36%

VN30

1,448.33

1D

0.07%

YTD

36.84%

HNX

350.05

1D

-0.11%

YTD

77.60%

UPCOM

95.41

1D

0.61%

YTD

29.23%

Net Foreign buy (B)

-749.29

1D

0.00%

YTD

0.00%

Total trading value (B)

24,426.73

1D

3.99%

YTD

42.40%

- Foreign investors saw the 11th net selling session on HOSE with a value increase of 46% compared to the previous session and at VND751 billion. In the past 11 trading sessions, foreign investors net sold a total of 4,855 billion dong, up 46% compared to the previous session and at 751 billion dong, equivalent to a net selling volume of 11.5 million shares.

ETF & DERIVATIVES

E1VFVN30

24,490

1D

0.86%

YTD

30.27%

FUEMAV30

17,130

1D

0.23%

YTD

36.71%

FUESSV30

17,810

1D

0.00%

YTD

33.91%

FUESSV50

21,200

1D

0.47%

YTD

34.18%

FUESSVFL

20,310

1D

0.79%

YTD

48.79%

FUEVFVND

25,750

1D

1.78%

YTD

49.71%

FUEVN100

18,300

1D

0.22%

YTD

31.18%

VN30F2203

1,445

1D

0.26%

YTD

0.00%

VN30F2112

1,446

1D

0.33%

YTD

0.00%

VN30F2110

1,445

1D

0.21%

YTD

0.00%

VN30F2109

1,447

1D

0.08%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

30,381.84

1D

0.85%

YTD

10.70%

Shanghai

3,703.11

1D

0.27%

YTD

8.45%

Kospi

3,125.76

1D

0.36%

YTD

8.78%

Hang Seng

26,205.91

1D

1.19%

YTD

-3.47%

STI (Singapore)

3,098.80

1D

0.88%

YTD

8.00%

SET (Thái Lan)

1,635.35

1D

0.38%

YTD

12.83%

Crude oil ($/barrel)

69.44

1D

0.04%

YTD

43.77%

Gold ($/ounce)

1,798.65

1D

0.10%

YTD

-5.52%

- Chinese gaming shares rebound, Asian stocks rally. In Japan, Nikkei rose 0.85%. The Chinese market rose with the Shanghai Composite up 0.27%. Hong Kong's Hang Seng rose 1.19%. South Korea's Kospi index rose 0.36%.

VIETNAM ECONOMY

Vnibor

0.65%

1D (bps)

1

YTD (bps)

52

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

0.97%

1D (bps)

-1

YTD (bps)

-25

10 year-Gov. Bond

1.89%

1D (bps)

-2

YTD (bps)

-14

USD/VND

22,865

1D (bps)

-0.02%

YTD (bps)

-1.35%

EUR/VND

27,559

1D (bps)

0.07%

YTD (bps)

-5.31%

CNY/VND

3,606

1D (bps)

0.25%

YTD (bps)

0.92%

- In the first 8 months of 2021, HNX held 136 auctions, mobilized 210,280 billion VND, of which the State Treasury mobilized 199,256, reaching 56.93% of the plan in 2021; The Bank for Social Policies mobilized VND 11,024 billion, reaching 100% of the 2021 plan.

EVENT CALENDAR

By Ex-right date

M
T
W
T
F
S
S
25
26
27
28
29
30
31
Mon, 10/25/21

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

SELECTED NEWS

VN30

Bank

VCB

99,200

Buy Vol.

1,946,000

Sell Vol.

2,167,000

1D chg

-0.10%

5D chg

-0.20%

BID

39,650

Buy Vol.

3,400,000

Sell Vol.

2,519,000

1D chg

-0.38%

5D chg

1.67%

CTG

32,300

Buy Vol.

26,066,600

Sell Vol.

23,084,400

1D chg

-0.31%

5D chg

0.78%

TCB

49,300

Buy Vol.

25,471,600

Sell Vol.

18,466,500

1D chg

0.00%

5D chg

2.07%

VPB

64,600

Buy Vol.

8,572,700

Sell Vol.

9,016,000

1D chg

1.89%

5D chg

5.04%

MBB

28,200

Buy Vol.

29,140,900

Sell Vol.

26,174,300

1D chg

-0.70%

5D chg

1.08%

HDB

25,900

Buy Vol.

3,703,300

Sell Vol.

4,319,900

1D chg

-1.89%

5D chg

0.97%

TPB

37,400

Buy Vol.

4,553,800

Sell Vol.

4,401,800

1D chg

-1.06%

5D chg

9.36%

STB

27,200

Buy Vol.

23,584,500

Sell Vol.

21,583,600

1D chg

-0.55%

5D chg

0.00%

ACB

32,300

Buy Vol.

15,153,200

Sell Vol.

12,525,500

1D chg

-0.46%

5D chg

0.94%

- VPB: VPBank has just successfully tested the entire LC transaction process on the blockchain platform, making VPBank one of the few banks in Vietnam successfully applying this technology. - MBB: The Military Bank union, an organization related to Member of the Board of Directors Nguyen Thi Ngoc, registered to receive 255,672 MBB shares to transfer, increasing its holdings to 12.87 million units. Trading from September 15 to October 14.


Real Estate

NVL

103,300

Buy Vol.

2,723,400

Sell Vol.

2,746,000

1D chg

0.10%

5D chg

-1.34%

KDH

40,550

Buy Vol.

2,703,200

Sell Vol.

2,329,400

1D chg

0.12%

5D chg

3.18%

PDR

82,300

Buy Vol.

4,043,500

Sell Vol.

3,937,200

1D chg

-0.12%

5D chg

-3.97%

- Domestic individuals were net buyers of 12,380 billion dong in August, of which NVL was the focus of net buying with a value of over 500 billion dong.


Oil & Gas

GAS

88,600

Buy Vol.

1,353,200

Sell Vol.

1,418,500

1D chg

0.00%

5D chg

0.00%

POW

12,100

Buy Vol.

25,517,600

Sell Vol.

33,758,200

1D chg

0.00%

5D chg

-2.81%

PLX

50,500

Buy Vol.

1,414,800

Sell Vol.

1,711,800

1D chg

-0.20%

5D chg

-0.59%

- Gas price today (September 10) increased by nearly 0.5% to 5.02 USD/mmBTU for natural gas contract delivered in October 2021 at 11:20 am (GMT)


Vingroup

VIC

91,300

Buy Vol.

2,274,900

Sell Vol.

3,035,700

1D chg

0.00%

5D chg

-2.98%

VHM

107,500

Buy Vol.

13,000,300

Sell Vol.

13,342,100

1D chg

-0.19%

5D chg

0.47%

VRE

28,000

Buy Vol.

4,960,900

Sell Vol.

4,321,000

1D chg

2.00%

5D chg

0.36%

- VIC and VHM reported an increase in NI after review by VND238b and VND289b, respectively, thanks to decrease in COGS than the decrease in revenue.


Food & Beverage

VNM

86,500

Buy Vol.

7,520,600

Sell Vol.

5,886,200

1D chg

1.53%

5D chg

-0.12%

MSN

130,000

Buy Vol.

4,279,800

Sell Vol.

4,442,200

1D chg

-0.76%

5D chg

-2.48%

SAB

151,400

Buy Vol.

263,100

Sell Vol.

348,000

1D chg

1.75%

5D chg

1.82%

- VNM is one of the top foreign net sellers in today's session with a value of 55 billion dong.


Other

BVH

129,800

Buy Vol.

1,680,700

Sell Vol.

1,638,900

1D chg

0.62%

5D chg

3.43%

VJC

129,800

Buy Vol.

1,680,700

Sell Vol.

1,638,900

1D chg

0.62%

5D chg

3.43%

FPT

93,500

Buy Vol.

2,783,200

Sell Vol.

3,746,800

1D chg

0.32%

5D chg

1.19%

MWG

118,900

Buy Vol.

1,861,800

Sell Vol.

2,844,200

1D chg

0.00%

5D chg

7.89%

PNJ

94,000

Buy Vol.

1,217,400

Sell Vol.

1,123,400

1D chg

3.87%

5D chg

10.20%

GVR

39,300

Buy Vol.

9,048,100

Sell Vol.

11,624,000

1D chg

-1.63%

5D chg

-2.00%

SSI

43,800

Buy Vol.

23,332,500

Sell Vol.

23,481,100

1D chg

-0.34%

5D chg

4.46%

HPG

51,500

Buy Vol.

29,069,300

Sell Vol.

29,368,300

1D chg

-0.77%

5D chg

4.67%

- HPG: Accumulating 8 months, sales of finished steel products of all kinds reached 5.6 million tons, up 47% over the same period. In which, construction steel nearly 2.5 million tons, up 16%. Hoa Phat steel pipe products recorded 458,000 tons, equal to 92% over the same period last year. After 8 months, Hoa Phat steel sheet reached nearly 218,000 tons, 2.4 times higher.


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