Market Brief 14/09/2021

September 14, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,339.70

1D

-0.13%

YTD

21.85%

VN30

1,438.16

1D

-0.47%

YTD

35.88%

HNX

347.86

1D

-0.34%

YTD

76.49%

UPCOM

95.01

1D

-0.26%

YTD

28.69%

Net Foreign buy (B)

-598.76

1D

0.00%

YTD

0.00%

Total trading value (B)

24,608.21

1D

-15.15%

YTD

43.46%

- Session 14/9: Foreign investors net sold 598 billion dong. The selling force on HoSE focused on Bluechips such as HPG, VCB, MSN, STB, VHM… On HNX and UPCoM, foreign investors were more active when net buying was 156 billion dong and 31 billion dong, respectively.

ETF & DERIVATIVES

E1VFVN30

24,200

1D

-0.41%

YTD

28.72%

FUEMAV30

16,980

1D

-0.82%

YTD

35.51%

FUESSV30

18,050

1D

1.35%

YTD

35.71%

FUESSV50

21,200

1D

0.00%

YTD

34.18%

FUESSVFL

20,340

1D

-0.34%

YTD

49.01%

FUEVFVND

25,650

1D

-0.74%

YTD

49.13%

FUEVN100

18,300

1D

-0.27%

YTD

31.18%

VN30F2203

1,433

1D

-0.35%

YTD

0.00%

VN30F2112

1,436

1D

0.06%

YTD

0.00%

VN30F2110

1,436

1D

-0.26%

YTD

0.00%

VN30F2109

1,437

1D

-0.38%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

30,670.10

1D

0.00%

YTD

11.75%

Shanghai

3,662.60

1D

-1.42%

YTD

7.27%

Kospi

3,148.83

1D

0.67%

YTD

9.58%

Hang Seng

25,502.23

1D

-1.17%

YTD

-6.06%

STI (Singapore)

3,080.37

1D

0.20%

YTD

7.36%

SET (Thái Lan)

1,623.84

1D

-0.61%

YTD

12.04%

Crude oil ($/barrel)

70.81

1D

0.17%

YTD

46.60%

Gold ($/ounce)

1,788.55

1D

-0.21%

YTD

-6.05%

- Asian stocks mixed, investors await US inflation data. The Chinese market fell with the Shanghai Composite down 1.42% and the Shenzhen Component down 0.542%. Hong Kong's Hang Seng fell 1.17%, following a deep drop in the previous session. South Korea's Kospi index rose 0.67%.

VIETNAM ECONOMY

Vnibor

0.64%

1D (bps)

1

YTD (bps)

51

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

0.95%

1D (bps)

-15

YTD (bps)

-27

10 year-Gov. Bond

1.91%

1D (bps)

9

YTD (bps)

-12

USD/VND

22,860

1D (bps)

-0.02%

YTD (bps)

-1.37%

EUR/VND

27,490

1D (bps)

-0.04%

YTD (bps)

-5.54%

CNY/VND

3,601

1D (bps)

0.08%

YTD (bps)

0.78%

- After recalculating, the Ministry of Planning and Investment forecasts GDP may increase by 3.5-4% this year. To achieve the growth rate of 3.5-4% as mentioned above, the Ministry of Planning and Investment believes that it requires great efforts and more drastic efforts of both the political system and the locality.

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

98,300

Buy Vol.

2,066,900

Sell Vol.

1,847,800

1D chg

0.20%

5D chg

-1.70%

BID

38,700

Buy Vol.

2,815,300

Sell Vol.

3,518,000

1D chg

-1.15%

5D chg

-2.52%

CTG

31,200

Buy Vol.

14,567,600

Sell Vol.

16,778,800

1D chg

-2.04%

5D chg

-4.44%

TCB

48,500

Buy Vol.

9,392,800

Sell Vol.

10,605,300

1D chg

-0.92%

5D chg

-2.32%

VPB

63,900

Buy Vol.

10,053,400

Sell Vol.

11,763,900

1D chg

-1.39%

5D chg

0.63%

MBB

27,600

Buy Vol.

16,283,600

Sell Vol.

20,152,600

1D chg

-1.08%

5D chg

-3.50%

HDB

24,800

Buy Vol.

3,617,300

Sell Vol.

3,211,600

1D chg

-1.59%

5D chg

-7.12%

TPB

37,600

Buy Vol.

8,583,400

Sell Vol.

12,282,200

1D chg

-1.31%

5D chg

3.30%

STB

26,650

Buy Vol.

17,181,100

Sell Vol.

21,364,800

1D chg

-0.93%

5D chg

-4.48%

ACB

31,500

Buy Vol.

7,230,100

Sell Vol.

8,488,800

1D chg

-1.25%

5D chg

-3.08%

- MBB: In the first 6 months of 2021, the bank added 2.5 million new customers and is expected to reach 4-5 million new customers in 2021. Currently, including member companies, MB is serving about 10 million customers


Real Estate

NVL

103,000

Buy Vol.

2,656,500

Sell Vol.

2,859,200

1D chg

0.00%

5D chg

-1.72%

KDH

41,250

Buy Vol.

3,410,400

Sell Vol.

4,633,700

1D chg

0.00%

5D chg

1.60%

PDR

80,500

Buy Vol.

4,011,100

Sell Vol.

3,585,200

1D chg

0.00%

5D chg

-3.01%

- KDH was among the top stocks that were net bought by foreign investors in today's session with a value of 27 billion dong.


Oil & Gas

GAS

89,000

Buy Vol.

941,100

Sell Vol.

1,589,900

1D chg

0.45%

5D chg

0.34%

POW

11,500

Buy Vol.

25,238,000

Sell Vol.

30,938,600

1D chg

-2.95%

5D chg

-4.56%

PLX

50,100

Buy Vol.

2,845,800

Sell Vol.

1,476,000

1D chg

-0.40%

5D chg

-0.60%

- POW: power output in August reached 963.8 million kWh, fulfilling 73% of the monthly plan and down 20% compared to the same period last year.


Vingroup

VIC

92,000

Buy Vol.

6,151,100

Sell Vol.

3,126,700

1D chg

0.00%

5D chg

-2.02%

VHM

107,000

Buy Vol.

18,374,600

Sell Vol.

19,436,500

1D chg

0.00%

5D chg

-2.37%

VRE

28,300

Buy Vol.

10,242,900

Sell Vol.

14,291,800

1D chg

1.43%

5D chg

4.04%

- VIC: VinFast sold 2,310 cars in August, LuxSA2.0 only delivered 8 units due to lack of chips globally


Food & Beverage

VNM

87,000

Buy Vol.

4,133,500

Sell Vol.

5,124,000

1D chg

-0.23%

5D chg

0.81%

MSN

135,500

Buy Vol.

4,132,500

Sell Vol.

3,956,900

1D chg

3.75%

5D chg

4.39%

SAB

166,000

Buy Vol.

740,200

Sell Vol.

680,800

1D chg

2.79%

5D chg

11.63%

- MSN: GIC fund group sold 19.5 million MSN shares on September 1, estimated to collect more than 2,500 billion dong


Other

BVH

125,800

Buy Vol.

1,066,700

Sell Vol.

1,172,000

1D chg

-1.72%

5D chg

0.96%

VJC

125,800

Buy Vol.

1,066,700

Sell Vol.

1,172,000

1D chg

-1.72%

5D chg

0.96%

FPT

93,800

Buy Vol.

4,529,700

Sell Vol.

5,788,200

1D chg

0.86%

5D chg

0.32%

MWG

124,500

Buy Vol.

1,723,300

Sell Vol.

2,137,900

1D chg

-0.40%

5D chg

12.87%

PNJ

89,000

Buy Vol.

1,377,500

Sell Vol.

1,380,800

1D chg

-3.26%

5D chg

3.25%

GVR

38,000

Buy Vol.

7,837,000

Sell Vol.

6,728,300

1D chg

0.80%

5D chg

-2.19%

SSI

42,500

Buy Vol.

13,428,900

Sell Vol.

14,424,800

1D chg

-2.52%

5D chg

2.71%

HPG

50,300

Buy Vol.

36,187,100

Sell Vol.

36,970,900

1D chg

-0.98%

5D chg

-0.79%

- HPG: Hoa Phat is actively promoting procedures to bring the Roper Valley iron ore mine (RVIM) into operation by the end of 2021. With a positive scenario, the average iron ore price in 2022 could be up to 160 USD/ton, RVIM will contribute about 4,635 billion dong, equivalent to 22.1% of Hoa Phat's pre-tax profit.


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