Market Brief 21/10/2021

October 21, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,384.77

1D

-0.65%

YTD

25.95%

VN30

1,489.26

1D

-1.05%

YTD

40.71%

HNX

388.45

1D

0.04%

YTD

97.08%

UPCOM

99.77

1D

0.09%

YTD

35.13%

Net Foreign buy (B)

-801.20

1D

0.00%

YTD

0.00%

Total trading value (B)

24,918.18

1D

-11.95%

YTD

45.27%

- Foreign investors still saw a net selling of 790 billion dong on HoSE on October 21. Nothing changed compared to previous sessions, HPG continued to be sold the most by foreign investors with a value of 310 billion dong. No. 2 on this list is still NLG with 99 billion dong. Following that, VIC was also net sold 89 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,450

1D

-1.24%

YTD

35.37%

FUEMAV30

17,600

1D

-0.28%

YTD

40.46%

FUESSV30

18,620

1D

4.55%

YTD

40.00%

FUESSV50

21,900

1D

0.00%

YTD

38.61%

FUESSVFL

20,380

1D

0.59%

YTD

49.30%

FUEVFVND

27,290

1D

-0.76%

YTD

58.66%

FUEVN100

18,830

1D

-0.37%

YTD

34.98%

VN30F2110

1,489

1D

-1.00%

YTD

0.00%

VN30F2111

1,492

1D

-0.84%

YTD

0.00%

VN30F2112

1,494

1D

-0.51%

YTD

0.00%

VN30F2203

1,495

1D

0.16%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

28,708.58

1D

-1.72%

YTD

4.61%

Shanghai

3,594.78

1D

0.22%

YTD

5.28%

Kospi

3,007.33

1D

-0.19%

YTD

4.66%

Hang Seng

26,017.53

1D

-0.62%

YTD

-4.16%

STI (Singapore)

3,188.50

1D

-0.30%

YTD

11.13%

SET (Thái Lan)

1,643.42

1D

0.36%

YTD

13.39%

Crude oil ($/barrel)

82.81

1D

-1.31%

YTD

71.45%

Gold ($/ounce)

1,785.65

1D

0.03%

YTD

-6.20%

- Asian stocks mixed, Evergrande plunged more than 10% when trading resumed. In Japan, the Nikkei 225 fell 1.72%. The Chinese market was mixed with Shanghai Composite up 0.22% and Shenzhen Component down 0.05%. Hong Kong's Hang Seng fell 0.62%. South Korea's Kospi index fell 0.19%.

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

1.22%

1D (bps)

0

YTD (bps)

0

10 year-Gov. Bond

1.95%

1D (bps)

0

YTD (bps)

-8

USD/VND

22,850

1D (bps)

0.00%

YTD (bps)

-1.42%

EUR/VND

26,918

1D (bps)

-0.10%

YTD (bps)

-7.51%

CNY/VND

3,626

1D (bps)

-0.06%

YTD (bps)

1.48%

- Total state budget balance revenue in 2021 is estimated to exceed the estimate. However, many important revenues did not meet or exceed the estimate. Accordingly, if excluding the increase in revenue from land and natural resources, the domestic revenue does not meet the estimate. Along with that, the structure of state budget revenue is still not stable. Central budget revenue shortfall is quite large, about 28,000-29,000 billion.

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

94,000

Buy Vol.

3,019,600

Sell Vol.

2,265,200

1D chg

-1.05%

5D chg

-2.79%

BID

39,500

Buy Vol.

1,597,500

Sell Vol.

2,021,600

1D chg

-0.63%

5D chg

-0.13%

CTG

29,750

Buy Vol.

13,755,300

Sell Vol.

13,277,100

1D chg

-0.83%

5D chg

-2.78%

TCB

52,900

Buy Vol.

26,407,000

Sell Vol.

30,343,900

1D chg

-0.56%

5D chg

0.76%

VPB

37,550

Buy Vol.

12,739,600

Sell Vol.

14,581,400

1D chg

-1.96%

5D chg

1.62%

MBB

27,900

Buy Vol.

18,049,700

Sell Vol.

21,666,500

1D chg

-1.06%

5D chg

-2.11%

HDB

24,600

Buy Vol.

4,677,600

Sell Vol.

4,205,500

1D chg

-1.80%

5D chg

-5.20%

TPB

43,700

Buy Vol.

4,351,100

Sell Vol.

5,621,700

1D chg

-0.91%

5D chg

3.31%

STB

26,100

Buy Vol.

22,365,900

Sell Vol.

19,924,100

1D chg

-0.76%

5D chg

-1.14%

ACB

31,750

Buy Vol.

7,016,300

Sell Vol.

7,558,500

1D chg

-1.70%

5D chg

-1.70%

- TCB: Profit before tax in the first 9 months of the year reached more than VND 17,000 billion, CASA continued to increase strongly. Specifically, at the end of September 2021, customers' demand deposits at Techcombank reached VND 120,464 billion. Margin deposit reached 34,545 billion VND. Accordingly, the rate of CASA at the end of September 2021 was at 49%, significantly increased from 46.1% at the end of June 2021.


Real Estate

NVL

102,000

Buy Vol.

3,563,700

Sell Vol.

4,599,200

1D chg

-0.29%

5D chg

-0.29%

KDH

44,900

Buy Vol.

7,345,300

Sell Vol.

6,651,200

1D chg

1.35%

5D chg

2.51%

PDR

96,700

Buy Vol.

5,829,000

Sell Vol.

5,408,400

1D chg

0.31%

5D chg

3.98%

- PDR: Thanks to the continued handover of real estate in the Subdivision 9 and Subdivision 4 Projects, PDR's net profit in Q3.2021 increased by 38% QoQ, to approximately VND 608 billion.


Oil & Gas

GAS

112,200

Buy Vol.

3,248,000

Sell Vol.

3,329,100

1D chg

-2.01%

5D chg

0.81%

POW

12,050

Buy Vol.

24,471,600

Sell Vol.

25,325,000

1D chg

-2.03%

5D chg

-3.60%

PLX

53,500

Buy Vol.

2,897,100

Sell Vol.

2,542,000

1D chg

-0.74%

5D chg

-0.74%

- POW: just announced business results for the first 9 months with power output equal to 89% of the 9-month plan and down 19% compared to the same period last year.


Vingroup

VIC

91,000

Buy Vol.

4,643,800

Sell Vol.

6,388,400

1D chg

-1.41%

5D chg

-1.62%

VHM

77,900

Buy Vol.

9,815,500

Sell Vol.

10,445,400

1D chg

-1.14%

5D chg

-1.27%

VRE

30,600

Buy Vol.

8,363,300

Sell Vol.

9,689,300

1D chg

-1.13%

5D chg

-0.33%

- VRE: Southern Vincom Retail Co., Ltd merged into Vincom Retail Co., Ltd. Accordingly, the Southern VCR will cease to exist.


Food & Beverage

VNM

89,100

Buy Vol.

5,890,500

Sell Vol.

5,380,700

1D chg

-1.00%

5D chg

-1.00%

MSN

140,200

Buy Vol.

1,813,100

Sell Vol.

1,792,700

1D chg

-2.03%

5D chg

-1.34%

SAB

152,000

Buy Vol.

375,500

Sell Vol.

411,200

1D chg

-2.06%

5D chg

-5.00%

- VNM: F&N DAIRY INVESTMENT PTE.LTD. continue to register to buy nearly 21 million VNM shares. Expected time to make transactions from October 26, 2021 to November 24, 2021


Other

BVH

131,800

Buy Vol.

1,100,700

Sell Vol.

1,177,800

1D chg

-3.02%

5D chg

-1.93%

VJC

131,800

Buy Vol.

1,100,700

Sell Vol.

1,177,800

1D chg

-3.02%

5D chg

-1.93%

FPT

96,700

Buy Vol.

4,446,500

Sell Vol.

4,436,200

1D chg

-0.92%

5D chg

-2.13%

MWG

127,000

Buy Vol.

2,272,800

Sell Vol.

2,300,800

1D chg

-1.70%

5D chg

-4.87%

PNJ

98,000

Buy Vol.

905,300

Sell Vol.

1,152,300

1D chg

-1.01%

5D chg

-2.97%

GVR

37,100

Buy Vol.

4,727,400

Sell Vol.

5,187,400

1D chg

-1.07%

5D chg

-3.39%

SSI

39,700

Buy Vol.

17,317,300

Sell Vol.

17,746,200

1D chg

-1.49%

5D chg

-3.17%

HPG

57,200

Buy Vol.

70,828,200

Sell Vol.

68,445,500

1D chg

0.53%

5D chg

0.70%

- FPT: has just announced the first 9 months of business with 24,953 billion dong in revenue and 4,575 billion dong in pre-tax profit, up 17.9% and 20% respectively over the same period last year. Both revenue and profit maintained positive growth momentum with the main driver from technology and telecommunications segments.


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