Market Brief 24/09/2021 - Pinetree Securities

Market Brief 24/09/2021
Market brief September 24, 2021

Market Brief 24/09/2021

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Market Brief 24/09/2021

VIETNAM STOCK MARKET

VN-INDEX

1,351.17

1D -0.12%

YTD 22.89%

VN30

1,459.94

1D 0.12%

YTD 37.94%

HNX

359.63

1D -0.39%

YTD 82.46%

UPCOM

98.07

1D -0.30%

YTD 32.83%

Net Foreign buy (B)

144.66

1D 0.00%

YTD 0.00%

Total trading value (B)

23,239.54

1D -21.06%

YTD 35.48%

- Session 24/9: Foreign investors returned to be net buyers with a value of over 145 billion dong. Accordingly, MBB recorded the strongest net buying transaction, besides, foreign investors also net bought GMD, VHM, KDH. In the opposite direction, are the stocks that were strongly net-discharged by the strong block.

ETF & DERIVATIVES

E1VFVN30

24,600

1D -0.97%

YTD 30.85%

FUEMAV30

17,200

1D 0.29%

YTD 37.27%

FUESSV30

18,430

1D 3.48%

YTD 38.57%

FUESSV50

21,400

1D 0.47%

YTD 35.44%

FUESSVFL

20,200

1D -0.35%

YTD 47.99%

FUEVFVND

26,250

1D 0.50%

YTD 52.62%

FUEVN100

18,330

1D -0.49%

YTD 31.40%

VN30F2203

1,445

1D 0.08%

YTD 0.00%

VN30F2112

1,443

1D -0.25%

YTD 0.00%

VN30F2110

1,450

1D -0.01%

YTD 0.00%

VN30F2109

1,450

1D 0.00%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

30,248.81

1D 0.14%

YTD 10.22%

Shanghai

3,613.07

1D -0.80%

YTD 5.82%

Kospi

3,125.24

1D -0.07%

YTD 8.76%

Hang Seng

24,192.16

1D -1.18%

YTD -10.88%

STI (Singapore)

3,061.35

1D -0.49%

YTD 6.70%

SET (Thái Lan)

1,631.15

1D 0.00%

YTD 12.54%

Crude oil ($/barrel)

73.20

1D -0.56%

YTD 51.55%

Gold ($/ounce)

1,752.60

1D 0.16%

YTD -7.93%

- Asian stocks mixed, instability Evergrande continued to overshadow investors. In Japan, the Nikkei 225 gained 0.14%. The Chinese market fell with Shanghai Composite losing 0.8%, Shenzhen Component down 0.205%. Hong Kong's Hang Seng fell 1.18%. South Korea's Kospi index fell 0.07%.

VIETNAM ECONOMY

Vnibor

0.69%

1D (bps) 1

YTD (bps) 56

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.17%

1D (bps) 16

YTD (bps) -5

10 year-Gov. Bond

1.87%

1D (bps) -6

YTD (bps) -16

USD/VND

22,865

1D (%) 0.00%

YTD (%) -1.35%

EUR/VND

27,339

1D (%) 0.87%

YTD (%) -6.06%

CNY/VND

3,592

1D (%) -0.08%

YTD (%) 0.53%

- FDI activities in Vietnam, statistics in the 8M2021 show that the number of FDI projects newly granted investment certificates is 1,135 projects, much lower than the same period last year. the total number of new FDI projects accounted for about 63.2% over the same period in 2020. However, there are still positive signs for the economy when the total FDI investment capital to August 2021 is 19.12b USD, approximately compared to the same period last year.

EVENT CALENDAR

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Ex-right date Tue, 06/25/24

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VN30

BANK

VCB

99,500

1D 0.00%

5D 2.37%

Buy Vol. 738,000

Sell Vol. 983,700

BID

39,700

1D 0.63%

5D -0.75%

Buy Vol. 2,452,400

Sell Vol. 2,488,900

CTG

31,700

1D 0.32%

5D -0.31%

Buy Vol. 12,389,500

Sell Vol. 12,663,600

TCB

50,600

1D 0.80%

5D 1.71%

Buy Vol. 11,498,700

Sell Vol. 22,180,100

VPB

67,000

1D 0.00%

5D 0.00%

Buy Vol. 6,544,900

Sell Vol. 8,112,900

MBB

28,700

1D 2.87%

5D 3.05%

Buy Vol. 47,193,800

Sell Vol. 48,246,500

HDB

25,500

1D 0.39%

5D 0.20%

Buy Vol. 3,149,600

Sell Vol. 3,531,200

TPB

41,600

1D 0.12%

5D 1.96%

Buy Vol. 12,784,100

Sell Vol. 16,348,200

STB

26,750

1D 0.56%

5D -0.19%

Buy Vol. 25,298,800

Sell Vol. 22,769,500

ACB

32,000

1D 1.27%

5D 1.27%

Buy Vol. 11,453,300

Sell Vol. 11,496,300

- HDB: HDBank will disburse tens of millions of USD for green projects in Vietnam. Mr. Pham Quoc Thanh, General Director of HDBank said that as of August 31, 2021, HDBank has recorded a loan balance of nearly VND 13,500 billion to finance green projects.

REAL ESTATE

NVL

103,000

1D 0.00%

5D -0.19%

Buy Vol. 2,556,800

Sell Vol. 3,122,400

KDH

42,000

1D 0.00%

5D 0.00%

Buy Vol. 3,563,800

Sell Vol. 3,424,200

PDR

80,300

1D -0.37%

5D 0.38%

Buy Vol. 3,497,500

Sell Vol. 3,472,500

- Bac Giang Provincie has just issued Decision 1892 approving the list of 6 projects using land that need to attract investment in the province with a total area of 103.64ha

OIL & GAS

GAS

91,000

1D 0.44%

5D -0.98%

Buy Vol. 1,711,700

Sell Vol. 2,495,100

POW

11,600

1D -1.28%

5D -1.28%

Buy Vol. 16,387,000

Sell Vol. 19,662,100

PLX

50,000

1D -0.40%

5D -1.38%

Buy Vol. 1,662,300

Sell Vol. 2,019,500

- GAS: In the first 8 months, total revenue of PV Gas is estimated at nearly VND 52,000b, exceeding 10% of the 8-month plan; pre-tax profit is over 7,200b dong, 23% higher than the 8-month plan.

VINGROUP

VIC

87,000

1D -0.11%

5D 0.23%

Buy Vol. 4,380,200

Sell Vol. 5,130,200

VHM

79,600

1D 0.38%

5D -1.97%

Buy Vol. 9,524,800

Sell Vol. 9,229,500

VRE

28,500

1D -1.38%

5D -2.40%

Buy Vol. 5,456,000

Sell Vol. 5,546,600

- VIC and Google Cloud (USA) officially signed a memorandum of understanding (MoU) on implementing the digital transformation strategy in the group's business areas.

FOOD & BEVERAGE

VNM

90,700

1D -0.11%

5D 4.86%

Buy Vol. 7,083,400

Sell Vol. 6,345,700

MSN

142,400

1D -1.79%

5D -2.47%

Buy Vol. 1,690,600

Sell Vol. 1,859,500

SAB

160,000

1D 1.14%

5D -0.62%

Buy Vol. 218,600

Sell Vol. 140,300

- MSN: With the plan to open 1,000 Phuc Long kiosks at Vinmart and Vinmart+ points of sale by the end of 2021, it is estimated that Vincommerce can receive about 350b VND in annual revenue.

OTHERS

BVH

125,000

1D 1.05%

5D 0.08%

Buy Vol. 1,312,400

Sell Vol. 1,185,400

VJC

125,000

1D 1.05%

5D 0.08%

Buy Vol. 1,312,400

Sell Vol. 1,185,400

FPT

92,700

1D -0.43%

5D -3.13%

Buy Vol. 2,769,500

Sell Vol. 2,735,000

MWG

130,500

1D -1.14%

5D 6.10%

Buy Vol. 2,058,400

Sell Vol. 2,288,500

PNJ

92,000

1D -0.22%

5D -0.54%

Buy Vol. 603,300

Sell Vol. 725,300

GVR

37,000

1D -0.54%

5D -4.02%

Buy Vol. 5,407,900

Sell Vol. 6,968,900

SSI

41,800

1D -0.24%

5D -2.79%

Buy Vol. 7,846,400

Sell Vol. 10,353,800

HPG

50,800

1D -0.39%

5D -1.93%

Buy Vol. 25,479,500

Sell Vol. 37,264,100

- MWG: accelerates to open a bicycle shop, expecting revenue of 400 billion. Catching up with the trend, in May, MWG has put bicycles into business, testing them at 2 Dien May Xanh stores. The test proved to be more successful than expected when every day, each supermarket sold up to 10 products, bringing in a revenue of 1 billion VND/shop/month.

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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