Market Brief 22/10/2021

October 22, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,389.24

1D

0.32%

YTD

26.35%

VN30

1,488.71

1D

-0.04%

YTD

40.66%

HNX

391.21

1D

0.71%

YTD

98.48%

UPCOM

100.36

1D

0.59%

YTD

35.93%

Net Foreign buy (B)

-224.51

1D

0.00%

YTD

0.00%

Total trading value (B)

26,771.70

1D

7.44%

YTD

56.07%

- Foreign investors reduced their net selling on October 22 to 224 billion dong. NLG rose to the top of the list of foreign investors on the HoSE with 114 billion dong. PAN and DPM were net sold 97 billion dong and 65 billion dong respectively. Meanwhile, VNM was the strongest net buying with 167 billion dong. After that, SSI was net bought 48 billion dong. PDR and VHM were net bought 47 billion dong and 44 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,500

1D

0.20%

YTD

35.64%

FUEMAV30

17,570

1D

-0.17%

YTD

40.22%

FUESSV30

19,500

1D

9.49%

YTD

46.62%

FUESSV50

22,000

1D

0.46%

YTD

39.24%

FUESSVFL

20,370

1D

-0.05%

YTD

49.23%

FUEVFVND

27,170

1D

-0.44%

YTD

57.97%

FUEVN100

18,840

1D

0.05%

YTD

35.05%

VN30F2110

1,489

1D

0.00%

YTD

0.00%

VN30F2111

1,492

1D

-0.02%

YTD

0.00%

VN30F2112

1,493

1D

-0.09%

YTD

0.00%

VN30F2203

1,488

1D

-0.47%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

28,804.85

1D

-0.48%

YTD

4.96%

Shanghai

3,582.60

1D

-0.34%

YTD

4.92%

Kospi

3,006.16

1D

-0.04%

YTD

4.62%

Hang Seng

26,126.93

1D

0.36%

YTD

-3.76%

STI (Singapore)

3,205.14

1D

0.52%

YTD

11.71%

SET (Thái Lan)

1,643.42

1D

0.00%

YTD

13.39%

Crude oil ($/barrel)

82.84

1D

0.04%

YTD

71.51%

Gold ($/ounce)

1,793.65

1D

0.46%

YTD

-5.78%

- Asian shares were mixed after the S&P 500 peak. In Japan, the Nikkei 225 fell 0.48%. The Chinese market was mixed with Shanghai Composite down 0.34%, Shenzhen Component up 0.332%. Hong Kong's Hang Seng rose 0.36%. South Korea's Kospi index fell 0.04%.

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

1.06%

1D (bps)

-16

YTD (bps)

-16

10 year-Gov. Bond

2.05%

1D (bps)

10

YTD (bps)

2

USD/VND

22,855

1D (bps)

0.02%

YTD (bps)

-1.39%

EUR/VND

26,934

1D (bps)

0.15%

YTD (bps)

-7.45%

CNY/VND

3,633

1D (bps)

0.14%

YTD (bps)

1.68%

- Contrary to many opinions that some FDI enterprises want to move their production chains out of Vietnam, the Minister of Foreign Affairs affirmed that there are no big corporations moving their supply chains out of Vietnam, even Foxconn, Apple , Intel, etc. are looking to expand production further.

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

94,300

Buy Vol.

1,457,500

Sell Vol.

953,100

1D chg

0.32%

5D chg

-2.28%

BID

39,300

Buy Vol.

2,178,800

Sell Vol.

2,252,100

1D chg

-0.51%

5D chg

-0.51%

CTG

29,650

Buy Vol.

11,377,100

Sell Vol.

9,176,200

1D chg

-0.34%

5D chg

-3.26%

TCB

52,300

Buy Vol.

19,555,900

Sell Vol.

23,302,400

1D chg

-1.13%

5D chg

-0.57%

VPB

37,200

Buy Vol.

9,780,900

Sell Vol.

11,097,200

1D chg

-0.93%

5D chg

-0.80%

MBB

27,900

Buy Vol.

13,962,900

Sell Vol.

18,579,200

1D chg

0.00%

5D chg

-1.76%

HDB

24,550

Buy Vol.

4,742,700

Sell Vol.

4,279,900

1D chg

-0.20%

5D chg

-4.29%

TPB

43,200

Buy Vol.

3,585,000

Sell Vol.

5,370,700

1D chg

-1.14%

5D chg

-0.80%

STB

26,200

Buy Vol.

20,675,500

Sell Vol.

16,780,700

1D chg

0.38%

5D chg

-2.42%

ACB

31,600

Buy Vol.

6,322,600

Sell Vol.

6,810,900

1D chg

-0.47%

5D chg

-1.86%

- HDB: HDBank continues to be present in the group of the most prestigious private institutions in the market, according to Vietnam Report's ranking, affirming its position as one of the dynamic banks, leading in terms of growth. Total assets of the bank reached more than 346 trillion dong, up 26.7% over the same period last year. ROE reached 24%, up sharply from 21.1% in the same period last year. The bank's total operating income exceeded VND 12,100 billion, up 23.6% over the same period last year.


Real Estate

NVL

103,300

Buy Vol.

2,409,200

Sell Vol.

3,830,600

1D chg

1.27%

5D chg

1.27%

KDH

45,550

Buy Vol.

5,077,800

Sell Vol.

3,886,600

1D chg

1.45%

5D chg

3.88%

PDR

99,000

Buy Vol.

5,949,200

Sell Vol.

5,532,600

1D chg

2.38%

5D chg

8.43%

- Dong Nai approves the planning of Nhon Trach new urban area with an area of 1,800 hectares


Oil & Gas

GAS

112,100

Buy Vol.

2,240,000

Sell Vol.

2,459,300

1D chg

-0.09%

5D chg

0.09%

POW

12,100

Buy Vol.

20,233,100

Sell Vol.

21,016,300

1D chg

0.41%

5D chg

-1.63%

PLX

52,900

Buy Vol.

3,146,400

Sell Vol.

2,643,300

1D chg

-1.12%

5D chg

-1.31%

- GAS was in the top 10 stocks that were bought the most by foreign investors in today's session, with a value of 11.6 billion dong.


Vingroup

VIC

91,800

Buy Vol.

2,254,900

Sell Vol.

3,086,500

1D chg

0.88%

5D chg

-0.86%

VHM

78,000

Buy Vol.

7,507,600

Sell Vol.

7,775,600

1D chg

0.13%

5D chg

-0.89%

VRE

30,650

Buy Vol.

7,860,600

Sell Vol.

11,271,100

1D chg

0.16%

5D chg

0.49%

- VIC: Vingroup is about to start construction of a battery and accumulator factory of more than VND 8,800 billion in Ha Tinh


Food & Beverage

VNM

90,500

Buy Vol.

7,206,000

Sell Vol.

6,664,500

1D chg

1.57%

5D chg

0.56%

MSN

140,100

Buy Vol.

834,700

Sell Vol.

924,500

1D chg

-0.07%

5D chg

-0.64%

SAB

156,500

Buy Vol.

230,800

Sell Vol.

86,400

1D chg

2.96%

5D chg

-3.87%

- VNM: In 9M2021, Moc Chau Milk (a subsidiary of VNM) has a profit after tax of VND 231b, up 10.5% over the same period and fulfilled 72.5% of the year's profit target.


Other

BVH

131,800

Buy Vol.

909,300

Sell Vol.

900,600

1D chg

0.00%

5D chg

0.08%

VJC

131,800

Buy Vol.

909,300

Sell Vol.

900,600

1D chg

0.00%

5D chg

0.08%

FPT

96,200

Buy Vol.

4,125,800

Sell Vol.

3,876,600

1D chg

-0.52%

5D chg

-2.73%

MWG

127,600

Buy Vol.

1,937,100

Sell Vol.

1,512,100

1D chg

0.47%

5D chg

-3.63%

PNJ

99,000

Buy Vol.

588,200

Sell Vol.

666,500

1D chg

1.02%

5D chg

-1.49%

GVR

38,300

Buy Vol.

8,929,800

Sell Vol.

10,511,900

1D chg

3.23%

5D chg

0.26%

SSI

39,200

Buy Vol.

18,626,200

Sell Vol.

19,344,800

1D chg

-1.26%

5D chg

-3.80%

HPG

56,700

Buy Vol.

33,817,800

Sell Vol.

37,875,300

1D chg

-0.87%

5D chg

-1.05%

- HPG: announced third-quarter revenue of 38,900 billion dong, up 56% over the same period last year. Profit after tax is 10,350 billion VND, 2.7 times higher than the same period last year – this is a record high in history. In the second quarter, the business achieved an after-tax profit of VND 9,745 billion.


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