Market brief 25/10/2021

October 25, 2021

VIETNAM STOCK MARKET

VN-INDEX

1,385.40

1D

-0.28%

YTD

26.00%

VN30

1,476.97

1D

-0.79%

YTD

39.55%

HNX

395.88

1D

1.19%

YTD

100.85%

UPCOM

100.92

1D

0.56%

YTD

36.69%

Net Foreign buy (B)

-1,222.16

1D

0.00%

YTD

0.00%

Total trading value (B)

32,653.42

1D

21.97%

YTD

90.36%

- Foreign investors boosted their net selling of more than 1,222 billion dong in the session of October 25. VJC was suddenly sold by foreign investors in this session with 417 billion dong and mainly through put-through method. HPG and NLG were still strongly net sold by foreign investors with the value of 141 billion dong and 116 billion dong, respectively.

ETF & DERIVATIVES

E1VFVN30

25,000

1D

-1.96%

YTD

32.98%

FUEMAV30

17,480

1D

-0.51%

YTD

39.51%

FUESSV30

18,450

1D

3.59%

YTD

38.72%

FUESSV50

21,700

1D

-1.36%

YTD

37.34%

FUESSVFL

20,000

1D

-1.82%

YTD

46.52%

FUEVFVND

27,010

1D

-0.59%

YTD

57.03%

FUEVN100

18,730

1D

-0.58%

YTD

34.27%

VN30F2110

1,489

1D

0.00%

YTD

0.00%

VN30F2111

1,478

1D

-0.92%

YTD

0.00%

VN30F2112

1,476

1D

-1.13%

YTD

0.00%

VN30F2203

1,476

1D

-0.81%

YTD

0.00%

CHANGE IN PRICE BY SECTOR



INTRADAY VNINDEX



VNINDEX (12M)



GLOBAL MARKET

Nikkei

28,600.41

1D

0.03%

YTD

4.21%

Shanghai

3,609.86

1D

0.76%

YTD

5.72%

Kospi

3,020.54

1D

0.48%

YTD

5.12%

Hang Seng

26,132.03

1D

0.33%

YTD

-3.74%

STI (Singapore)

3,201.86

1D

-0.10%

YTD

11.59%

SET (Thái Lan)

1,634.20

1D

-0.56%

YTD

12.75%

Crude oil ($/barrel)

84.44

1D

-0.01%

YTD

74.82%

Gold ($/ounce)

1,800.85

1D

0.39%

YTD

-5.40%

- Following the excitement from Walkl Street, Asian stocks rose. In Japan, the Nikkei 225 gained 0.03%. The Chinese market rose with the Shanghai Composite up 0.76% and the Shenzhen Component up 0.717%. Hong Kong's Hang Seng rose 0.33%. South Korea's Kospi index rose 0.48%.

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

1.03%

1D (bps)

-3

YTD (bps)

-19

10 year-Gov. Bond

2.01%

1D (bps)

-4

YTD (bps)

-2

USD/VND

22,855

1D (bps)

0.00%

YTD (bps)

-1.39%

EUR/VND

26,881

1D (bps)

-0.19%

YTD (bps)

-7.63%

CNY/VND

3,632

1D (bps)

-0.03%

YTD (bps)

1.65%

- In 2020, growth is expected to be 6.8%, but for the whole year it is only 2.9%. In 2021, growth is expected to be 6%, however, the possibility of implementation is not more than 3%. That is, in the 2 years of the Covid-19 epidemic, it is estimated that the whole country lost about 7% of GDP (GDP is currently about 343 billion USD), equivalent to 24 billion USD in damage.

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

94,100

Buy Vol.

3,164,800

Sell Vol.

2,287,100

1D chg

-0.21%

5D chg

-1.98%

BID

39,200

Buy Vol.

3,636,800

Sell Vol.

3,412,100

1D chg

-0.25%

5D chg

-0.25%

CTG

29,900

Buy Vol.

17,136,800

Sell Vol.

18,069,800

1D chg

0.84%

5D chg

-0.99%

TCB

50,900

Buy Vol.

24,229,400

Sell Vol.

30,198,200

1D chg

-2.68%

5D chg

-3.78%

VPB

37,000

Buy Vol.

21,050,600

Sell Vol.

22,621,900

1D chg

-0.54%

5D chg

-3.65%

MBB

27,600

Buy Vol.

13,784,300

Sell Vol.

22,086,300

1D chg

-1.08%

5D chg

-2.82%

HDB

24,500

Buy Vol.

5,491,400

Sell Vol.

6,124,000

1D chg

-0.20%

5D chg

-4.67%

TPB

42,000

Buy Vol.

9,132,800

Sell Vol.

9,285,800

1D chg

-2.78%

5D chg

-4.55%

STB

25,600

Buy Vol.

33,151,700

Sell Vol.

26,634,600

1D chg

-2.29%

5D chg

-4.83%

ACB

31,250

Buy Vol.

7,584,300

Sell Vol.

9,153,200

1D chg

-1.11%

5D chg

-2.34%

- VCB: After nearly 13 years of maintaining cash dividends, Vietcombank will pay a share dividend of more than 27% to increase its charter capital to VND47,300b. Specifically, the General Meeting of Shareholders of Vietcombank approved the increase of charter capital to over VND50,000b through 2 components. After the issuance, charter capital increased by 10,236b VND to more than 47,325b VND. In addition to issuing shares, Vietcombank's General Meeting of Shareholders in April this year also approved a private placement of shares with a maximum size of 6.5% of charter capital at the time of offering.


Real Estate

NVL

103,800

Buy Vol.

3,291,700

Sell Vol.

3,703,700

1D chg

0.48%

5D chg

2.06%

KDH

46,600

Buy Vol.

6,251,200

Sell Vol.

5,854,900

1D chg

2.31%

5D chg

5.19%

PDR

98,000

Buy Vol.

6,512,000

Sell Vol.

5,491,200

1D chg

-1.01%

5D chg

4.26%

- PDR: With a growth rate of nearly 60% in Q1 and 111% in Q2. 2021, according to the financial statements of the third quarter of 2021, PDR's pre-tax profit. reached over 760 billion VND


Oil & Gas

GAS

112,000

Buy Vol.

15,325,000

Sell Vol.

4,952,500

1D chg

-0.09%

5D chg

-3.86%

POW

12,250

Buy Vol.

36,844,100

Sell Vol.

33,604,300

1D chg

1.24%

5D chg

-0.81%

PLX

54,100

Buy Vol.

4,288,500

Sell Vol.

3,917,500

1D chg

2.27%

5D chg

-0.55%

- GAS: Q3.2021 revenue reached 18,543 billion dong, up 16.3% over the same period last year, accumulated in 9 months reached 58,815 billion dong, up nearly 21%.


Vingroup

VIC

92,100

Buy Vol.

2,575,500

Sell Vol.

4,179,700

1D chg

0.33%

5D chg

-0.54%

VHM

78,500

Buy Vol.

8,179,700

Sell Vol.

7,702,300

1D chg

0.64%

5D chg

-0.51%

VRE

30,400

Buy Vol.

8,342,200

Sell Vol.

10,656,400

1D chg

-0.82%

5D chg

-1.30%

- Ha Long Xanh mixed-use urban complex, implemented by a consortium of investors Vingroup and Vinhomes, with an area of ​​about 4,110 hectares, was started on October 24.


Food & Beverage

VNM

90,100

Buy Vol.

6,909,800

Sell Vol.

4,814,500

1D chg

-0.44%

5D chg

0.33%

MSN

140,400

Buy Vol.

1,189,500

Sell Vol.

1,426,200

1D chg

0.21%

5D chg

-1.82%

SAB

156,700

Buy Vol.

336,300

Sell Vol.

383,400

1D chg

0.13%

5D chg

-2.06%

- VNM: From October 27 to November 25, Platinum Victory PTE.LTD, registered to buy 20.9 million VNM shares, raising the holding rate to 11.62% or 242.75 million shares.


Other

BVH

131,800

Buy Vol.

962,900

Sell Vol.

1,042,400

1D chg

0.00%

5D chg

0.46%

VJC

131,800

Buy Vol.

962,900

Sell Vol.

1,042,400

1D chg

0.00%

5D chg

0.46%

FPT

94,900

Buy Vol.

3,841,500

Sell Vol.

4,180,600

1D chg

-1.35%

5D chg

-4.14%

MWG

128,400

Buy Vol.

2,298,500

Sell Vol.

2,723,000

1D chg

0.63%

5D chg

-1.76%

PNJ

99,100

Buy Vol.

1,286,900

Sell Vol.

1,445,100

1D chg

0.10%

5D chg

0.10%

GVR

39,300

Buy Vol.

6,087,600

Sell Vol.

10,127,400

1D chg

2.61%

5D chg

3.83%

SSI

38,300

Buy Vol.

19,202,700

Sell Vol.

20,060,000

1D chg

-2.30%

5D chg

-6.24%

HPG

55,100

Buy Vol.

35,729,000

Sell Vol.

38,099,800

1D chg

-2.82%

5D chg

-4.84%

- BVH: The Ministry of Finance has just sent a document to SCIC to sell capital in enterprises to pay money to the fund to support production and business development. Specifically, the Ministry of Finance requested SCIC to deploy BVH, BMI and NTP. Proceeds from divestment of capital at the above 3 enterprises shall be remitted to the Enterprise Arrangement and Development Support Fund before December 20 to remit to the State budget.


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