Market Brief 26/10/2021

VIETNAM STOCK MARKET

VN-INDEX

1,391.63

1D 0.45%

YTD 26.57%

VN30

1,482.62

1D 0.38%

YTD 40.08%

HNX

397.81

1D 0.49%

YTD 101.83%

UPCOM

101.88

1D 0.95%

YTD 37.99%

Net Foreign buy (B)

-90.64

1D 0.00%

YTD 0.00%

Total trading value (B)

25,031.27

1D -23.05%

YTD 45.93%

- After yesterday's net selling session of trillion dong, foreign investors significantly narrowed their net selling momentum with a value of 90 billion dong on all 3 exchanges, of which foreign investors were net sellers on both HoSE and HNX, whereas they were net buyers on UPCoM. They focused on net selling NLG, VNM, VRE while net buying HPG, VHC, HSG.

ETF & DERIVATIVES

E1VFVN30

25,380

1D 1.52%

YTD 35.00%

FUEMAV30

17,490

1D 0.06%

YTD 39.58%

FUESSV30

18,400

1D 3.31%

YTD 38.35%

FUESSV50

21,700

1D 0.00%

YTD 37.34%

FUESSVFL

20,300

1D 1.50%

YTD 48.72%

FUEVFVND

27,290

1D 1.04%

YTD 58.66%

FUEVN100

18,520

1D -1.12%

YTD 32.76%

VN30F2110

1,489

1D 0.00%

YTD 0.00%

VN30F2111

1,489

1D 0.74%

YTD 0.00%

VN30F2112

1,488

1D 0.81%

YTD 0.00%

VN30F2203

1,485

1D 0.64%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,106.01

1D -0.04%

YTD 6.06%

Shanghai

3,597.64

1D -0.34%

YTD 5.37%

Kospi

3,049.08

1D 0.94%

YTD 6.11%

Hang Seng

26,038.27

1D -0.25%

YTD -4.08%

STI (Singapore)

3,204.57

1D 0.08%

YTD 11.69%

SET (Thái Lan)

1,635.97

1D 0.11%

YTD 12.88%

Crude oil ($/barrel)

83.78

1D 0.34%

YTD 73.46%

Gold ($/ounce)

1,803.60

1D -0.05%

YTD -5.26%

- Asian stocks mixed after Wall Street peaked. In Japan, the Nikkei 225 fell 0.04%. The Chinese market fell with Shanghai Composite down 0.34%, Shenzhen Component down 0.363%. Hong Kong's Hang Seng fell 0.25%. South Korea's Kospi index rose 0.94%. South Korea's GDP in the third quarter increased by 0.3% from the second quarter, after adjusting for seasonal factors, according to data from the Bank of Korea, lower than the forecast of 0.6% increase.

VIETNAM ECONOMY

Vnibor

0.65%

YTD (bps) 52

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.01%

1D (bps) -2

YTD (bps) -21

10 year-Gov. Bond

1.99%

1D (bps) -2

YTD (bps) -4

USD/VND

22,855

1D (%) -

YTD (%) -1.39%

EUR/VND

26,887

1D (%) 0.13%

YTD (%) -7.61%

CNY/VND

3,636

1D (%) 0.08%

YTD (%) 1.76%

- Accelerate the disbursement of public investment capital in 2021. It is estimated that by the end of October, the disbursement result of public investment capital is expected to only reach about 55.8% of the 2021 plan assigned by the Prime Minister, lower than the same period last year (67.2%).

SELECTED NEWS

VN30

BANK

VCB

94,000

1D -0.11%

5D -2.49%

Buy Vol. 3,701,000

Sell Vol. 1,146,900

BID

39,200

1D 0.00%

5D -2.12%

Buy Vol. 1,733,900

Sell Vol. 1,256,600

CTG

29,900

1D 0.00%

5D -1.32%

Buy Vol. 10,555,800

Sell Vol. 11,998,600

TCB

51,000

1D 0.20%

5D -3.23%

Buy Vol. 32,354,800

Sell Vol. 25,177,600

VPB

37,050

1D 0.14%

5D -3.77%

Buy Vol. 10,532,100

Sell Vol. 8,074,800

MBB

27,950

1D 1.27%

5D -0.89%

Buy Vol. 14,295,700

Sell Vol. 14,449,600

HDB

24,700

1D 0.82%

5D -2.95%

Buy Vol. 4,270,700

Sell Vol. 3,247,000

TPB

42,500

1D 1.19%

5D -3.19%

Buy Vol. 4,484,300

Sell Vol. 3,406,100

STB

25,600

1D 0.00%

5D -2.29%

Buy Vol. 36,801,600

Sell Vol. 16,057,200

ACB

31,100

1D -0.48%

5D -3.72%

Buy Vol. 9,170,700

Sell Vol. 7,945,800

- MBB: In general, in Q3, MB's business activities showed better results than the same period. Main activities brought in 6,515b dong of net interest income, up 26%. Non-interest income increased sharply over the same period such as profit from services increased by 16% (926b dong), profit from foreign exchange business doubled (356b dong), profit from trading securities, securities 2.6 times more investment securities (VND 408b)… During the period, MB spent up to VND 1,778b to make provision for credit risks, double the same period last year, so the Bank's pre-tax profit increased by only 29%, to 3,898b VND.

REAL ESTATE

NVL

103,300

1D -0.48%

5D 0.68%

Buy Vol. 3,017,300

Sell Vol. 5,333,400

KDH

46,050

1D -1.18%

5D 3.37%

Buy Vol. 4,545,300

Sell Vol. 4,873,600

PDR

96,300

1D -1.73%

5D 2.99%

Buy Vol. 5,684,600

Sell Vol. 5,713,700

- PDR: participated in the Top 50 Prestigious and Effective Public Companies in 2021 announced by Vietnam Report.

OIL & GAS

GAS

113,800

1D 1.61%

5D -0.61%

Buy Vol. 3,521,300

Sell Vol. 4,271,200

POW

12,350

1D 0.82%

5D 0.41%

Buy Vol. 16,234,100

Sell Vol. 20,799,800

PLX

54,600

1D 0.92%

5D -0.36%

Buy Vol. 3,591,000

Sell Vol. 5,030,600

- GAS: Brent oil price increased by 71%, PV Gas' third quarter net profit increased by 19% to more than 2,400 billion dong

VINGROUP

VIC

92,200

1D 0.11%

5D -0.22%

Buy Vol. 2,700,100

Sell Vol. 2,702,700

VHM

78,700

1D 0.25%

5D -0.88%

Buy Vol. 5,973,200

Sell Vol. 6,274,400

VRE

30,600

1D 0.66%

5D 0.99%

Buy Vol. 11,409,400

Sell Vol. 11,330,900

- VIC: Vingroup is about to start construction of a battery and accumulator factory of more than VND8,800b in Ha Tinh. The project was started in Q4.2021 and completed in 2025.

FOOD & BEVERAGE

VNM

89,600

1D -0.55%

5D -0.78%

Buy Vol. 5,727,800

Sell Vol. 3,394,900

MSN

139,600

1D -0.57%

5D -0.99%

Buy Vol. 1,436,600

Sell Vol. 1,491,600

SAB

155,400

1D -0.83%

5D -1.96%

Buy Vol. 267,200

Sell Vol. 185,800

- VNM: Vinamilk's joint venture in the Philippines launches products at major supermarket chains and e-commerce channels

OTHERS

BVH

132,500

1D 0.53%

5D -2.00%

Buy Vol. 1,004,800

Sell Vol. 1,013,900

VJC

132,500

1D 0.53%

5D -2.00%

Buy Vol. 1,004,800

Sell Vol. 1,013,900

FPT

96,900

1D 2.11%

5D -1.72%

Buy Vol. 3,867,800

Sell Vol. 3,554,300

MWG

128,000

1D -0.31%

5D -1.31%

Buy Vol. 1,622,000

Sell Vol. 1,881,200

PNJ

98,300

1D -0.81%

5D 0.31%

Buy Vol. 952,300

Sell Vol. 935,800

GVR

39,450

1D 0.38%

5D 5.20%

Buy Vol. 4,999,500

Sell Vol. 5,957,600

SSI

38,800

1D 1.31%

5D -5.13%

Buy Vol. 17,615,300

Sell Vol. 13,892,800

HPG

56,300

1D 2.18%

5D -1.57%

Buy Vol. 60,044,000

Sell Vol. 43,442,200

- HPG: According to information from Bloomberg, Hoa Phat aims to achieve 1 billion USD in sales of household electrical appliances by 2030 and become the largest household appliance manufacturer in Vietnam. With 4 factories of Refrigerator, Freezer, Mechanic and Plastic Factory, the products of Hoa Phat Funiki Refrigeration brand are increased in production to meet the needs of agents, distributors and consumers support and contribute to the growth of many products of the company.