Market Brief 22/09/2021

September 22, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,350.68

1D

0.81%

YTD

22.85%

VN30

1,453.22

1D

0.48%

YTD

37.30%

HNX

363.43

1D

1.24%

YTD

84.39%

UPCOM

97.65

1D

0.91%

YTD

32.26%

Net Foreign buy (B)

-245.52

1D

0.00%

YTD

0.00%

Total trading value (B)

24,749.38

1D

-16.35%

YTD

44.28%

- Session 22/9: Foreign investors continued to net sell 245 billion dong on the whole market. Besides continuing to sell VIC, foreign investors also focused on net selling VPH, CTG, NKG, DGC... while actively buying at MBB, VCB, VNM, VND…

ETF & DERIVATIVES

E1VFVN30

24,500

1D

-1.41%

YTD

30.32%

FUEMAV30

17,100

1D

0.29%

YTD

36.47%

FUESSV30

18,400

1D

3.31%

YTD

38.35%

FUESSV50

21,700

1D

0.93%

YTD

37.34%

FUESSVFL

20,300

1D

-0.49%

YTD

48.72%

FUEVFVND

25,610

1D

0.43%

YTD

48.90%

FUEVN100

18,320

1D

1.27%

YTD

31.33%

VN30F2203

1,435

1D

-0.14%

YTD

0.00%

VN30F2112

1,442

1D

-0.07%

YTD

0.00%

VN30F2110

1,441

1D

0.06%

YTD

0.00%

VN30F2109

1,450

1D

0.00%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

29,639.40

1D

-0.64%

YTD

8.00%

Shanghai

3,628.49

1D

0.40%

YTD

6.27%

Kospi

3,140.51

1D

0.00%

YTD

9.29%

Hang Seng

24,221.54

1D

0.00%

YTD

-10.78%

STI (Singapore)

3,048.05

1D

-0.49%

YTD

6.23%

SET (Thái Lan)

1,619.59

1D

0.29%

YTD

11.75%

Crude oil ($/barrel)

71.66

1D

1.09%

YTD

48.36%

Gold ($/ounce)

1,776.15

1D

0.48%

YTD

-6.70%

- Asian stocks fell, the Chinese market sometimes lost more than 1%. In Japan, the Nikkei 225 fell 0.64%. The Chinese market is trading again after two days of public holidays. The Shanghai Composite rose 0.4%. The Hong Kong market is on holiday

VIETNAM ECONOMY

Vnibor

0.68%

1D (bps)

4

YTD (bps)

55

Deposit interest 12M

5.60%

1D (bps)

0

YTD (bps)

-20

5 year-Gov. Bond

1.17%

1D (bps)

6

YTD (bps)

-5

10 year-Gov. Bond

1.87%

1D (bps)

3

YTD (bps)

-16

USD/VND

22,860

1D (bps)

0.00%

YTD (bps)

-1.37%

EUR/VND

27,319

1D (bps)

0.05%

YTD (bps)

-6.13%

CNY/VND

3,590

1D (bps)

0.00%

YTD (bps)

0.48%

- ADB forecasts third-quarter GDP growth of 4.2% and growth of 3.8% this year. This is the third time in the Asian outlook update report, ADB has lowered its economic growth forecast for Vietnam.

EVENT CALENDAR

By Ex-right date

M
T
W
T
F
S
S
29
30
01
02
03
04
05
Thu, 12/02/21

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

99,500

Buy Vol.

920,600

Sell Vol.

693,200

1D chg

1.53%

5D chg

2.47%

BID

39,600

Buy Vol.

2,692,500

Sell Vol.

2,653,300

1D chg

-0.13%

5D chg

2.06%

CTG

31,350

Buy Vol.

13,131,500

Sell Vol.

12,581,000

1D chg

-0.48%

5D chg

0.64%

TCB

50,500

Buy Vol.

8,470,100

Sell Vol.

9,970,500

1D chg

0.20%

5D chg

4.34%

VPB

66,800

Buy Vol.

9,677,800

Sell Vol.

7,401,400

1D chg

-0.15%

5D chg

4.54%

MBB

28,000

Buy Vol.

17,147,700

Sell Vol.

17,553,200

1D chg

0.00%

5D chg

2.00%

HDB

25,450

Buy Vol.

2,924,200

Sell Vol.

3,021,800

1D chg

-0.39%

5D chg

2.83%

TPB

40,100

Buy Vol.

7,820,100

Sell Vol.

8,390,000

1D chg

0.25%

5D chg

4.84%

STB

26,700

Buy Vol.

21,971,200

Sell Vol.

16,133,100

1D chg

-0.37%

5D chg

0.38%

ACB

31,600

Buy Vol.

5,950,100

Sell Vol.

6,704,300

1D chg

-0.63%

5D chg

1.28%

- TCB: The husband of Ms. Thai Ha Linh, who is authorized by TCB, registered to buy 300,000 shares of TCB. Trading time from September 27 to October 26, according to the method of order matching and agreement. If successful, Mr. Trung will increase his ownership from 0.01622% to 0.02478%.


Real Estate

NVL

103,100

Buy Vol.

2,883,800

Sell Vol.

3,045,900

1D chg

0.10%

5D chg

0.00%

KDH

42,000

Buy Vol.

5,090,400

Sell Vol.

5,118,000

1D chg

0.60%

5D chg

1.94%

PDR

81,000

Buy Vol.

3,255,200

Sell Vol.

3,468,800

1D chg

-0.74%

5D chg

-0.86%

- PDR: Approving the 6th bond issuance plan with the value of VND 270 billion, with a term of 2 years, with an interest rate of 13%/year.


Oil & Gas

GAS

88,400

Buy Vol.

1,312,500

Sell Vol.

1,170,400

1D chg

0.23%

5D chg

-3.39%

POW

11,800

Buy Vol.

22,434,200

Sell Vol.

22,860,200

1D chg

1.29%

5D chg

0.00%

PLX

50,100

Buy Vol.

1,304,400

Sell Vol.

1,141,200

1D chg

1.01%

5D chg

-1.57%

- Rising gas prices could push up oil demand, leading to an increase in oil prices to $80 in the fourth quarter from $74 per barrel currently.


Vingroup

VIC

86,100

Buy Vol.

4,459,500

Sell Vol.

4,734,600

1D chg

0.58%

5D chg

-5.80%

VHM

78,000

Buy Vol.

17,067,900

Sell Vol.

13,357,700

1D chg

0.65%

5D chg

-4.76%

VRE

28,450

Buy Vol.

14,505,000

Sell Vol.

6,446,600

1D chg

0.18%

5D chg

-0.35%

- VIC: among the top stocks that were net sold by foreign investors in today's session with a value of 48 billion dong.


Food & Beverage

VNM

91,500

Buy Vol.

19,948,100

Sell Vol.

15,741,500

1D chg

3.04%

5D chg

6.27%

MSN

147,000

Buy Vol.

1,513,600

Sell Vol.

1,581,500

1D chg

2.44%

5D chg

1.45%

SAB

158,000

Buy Vol.

178,300

Sell Vol.

194,700

1D chg

0.00%

5D chg

-4.82%

- MSN: Masan acquires 70% of Mobicast shares, integrating into the consumer ecosystem “Point of Life”


Other

BVH

123,300

Buy Vol.

785,300

Sell Vol.

1,053,200

1D chg

-0.16%

5D chg

-2.14%

VJC

123,300

Buy Vol.

785,300

Sell Vol.

1,053,200

1D chg

-0.16%

5D chg

-2.14%

FPT

93,200

Buy Vol.

4,512,300

Sell Vol.

3,240,000

1D chg

-0.32%

5D chg

-0.96%

MWG

125,700

Buy Vol.

1,990,200

Sell Vol.

2,350,500

1D chg

1.53%

5D chg

0.88%

PNJ

93,100

Buy Vol.

1,398,500

Sell Vol.

1,437,500

1D chg

3.33%

5D chg

1.31%

GVR

37,000

Buy Vol.

6,491,200

Sell Vol.

5,803,900

1D chg

1.65%

5D chg

-3.90%

SSI

41,800

Buy Vol.

12,636,200

Sell Vol.

12,766,900

1D chg

-0.71%

5D chg

-2.56%

HPG

50,900

Buy Vol.

25,643,100

Sell Vol.

24,232,400

1D chg

0.20%

5D chg

-1.36%

- MWG: Additional listing of 237,634,298 shares to pay dividends in 2020, bringing the total number of outstanding shares to more than 713 million shares. Free transfer period from September 27, 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