Market brief 27/10/2021

VIETNAM STOCK MARKET

VN-INDEX

1,423.02

1D 2.26%

YTD 29.43%

VN30

1,516.46

1D 2.28%

YTD 43.28%

HNX

404.37

1D 1.65%

YTD 105.16%

UPCOM

102.67

1D 0.78%

YTD 39.06%

Net Foreign buy (B)

980.50

1D 0.00%

YTD 0.00%

Total trading value (B)

35,124.78

1D 40.32%

YTD 104.77%

- Foreign investors saw a sudden net buying of nearly 1,000 billion dong in the session on October 27. HPG was the strongest net buying by foreign investors with 258 billion dong. KBC is behind with a net buying value of 210 billion dong. STB and GAS were also net bought over 100 billion dong. Meanwhile, NLG was sold the most with 179 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,460

1D 0.32%

YTD 35.43%

FUEMAV30

17,870

1D 2.17%

YTD 42.62%

FUESSV30

18,800

1D 5.56%

YTD 41.35%

FUESSV50

22,000

1D 1.38%

YTD 39.24%

FUESSVFL

20,100

1D -0.99%

YTD 47.25%

FUEVFVND

27,320

1D 0.11%

YTD 58.84%

FUEVN100

19,120

1D 3.24%

YTD 37.06%

VN30F2110

1,489

1D 0.00%

YTD 0.00%

VN30F2111

1,523

1D 2.30%

YTD 0.00%

VN30F2112

1,522

1D 2.25%

YTD 0.00%

VN30F2203

1,520

1D 2.33%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

29,098.24

1D 0.59%

YTD 6.03%

Shanghai

3,562.31

1D -0.98%

YTD 4.33%

Kospi

3,025.49

1D -0.77%

YTD 5.29%

Hang Seng

25,628.74

1D -0.30%

YTD -5.59%

STI (Singapore)

3,218.17

1D 0.42%

YTD 12.16%

SET (Thái Lan)

1,627.61

1D -0.51%

YTD 12.30%

Crude oil ($/barrel)

83.62

1D -0.58%

YTD 73.13%

Gold ($/ounce)

1,791.60

1D -0.05%

YTD -5.89%

- China announced industrial profits, Asian stocks mixed. In Japan, the Nikkei 225 gained 0.59%. The Chinese market fell with the Shanghai Composite down 0.98% and the Shenzhen Component down 1.095%. Hong Kong's Hang Seng fell 0.3%. South Korea's Kospi index fell 0.77%.

VIETNAM ECONOMY

Vnibor

0.65%

YTD (bps) 52

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.01%

YTD (bps) -21

10 year-Gov. Bond

1.98%

1D (bps) -1

YTD (bps) -5

USD/VND

22,853

1D (%) -0.01%

YTD (%) -1.40%

EUR/VND

26,820

1D (%) -0.09%

YTD (%) -7.84%

CNY/VND

3,629

1D (%) -0.17%

YTD (%) 1.57%

- According to a report by the Japan Center for Economic Research (JCER), COVID-19 has cost the gross domestic product (GDP) of 15 economies in Asia in 2020 by nearly $1.7 trillion. Vietnam belongs to the group with the least damage

SELECTED NEWS

VN30

BANK

VCB

96,100

1D 2.23%

5D 1.16%

Buy Vol. 4,242,500

Sell Vol. 2,395,600

BID

39,900

1D 1.79%

5D 0.38%

Buy Vol. 3,047,200

Sell Vol. 2,977,800

CTG

31,100

1D 4.01%

5D 3.67%

Buy Vol. 30,843,200

Sell Vol. 31,517,000

TCB

51,500

1D 0.98%

5D -3.20%

Buy Vol. 26,102,500

Sell Vol. 24,102,600

VPB

37,950

1D 2.43%

5D -0.91%

Buy Vol. 10,589,900

Sell Vol. 13,548,400

MBB

28,400

1D 1.61%

5D 0.71%

Buy Vol. 16,271,300

Sell Vol. 20,064,900

HDB

25,200

1D 2.02%

5D 0.60%

Buy Vol. 5,212,700

Sell Vol. 5,731,900

TPB

43,300

1D 1.88%

5D -1.81%

Buy Vol. 3,588,700

Sell Vol. 2,942,700

STB

26,500

1D 3.52%

5D 0.76%

Buy Vol. 57,702,100

Sell Vol. 30,335,100

ACB

31,400

1D 0.96%

5D -2.79%

Buy Vol. 8,890,700

Sell Vol. 9,405,500

- ACB: Although the main business segments still grew by nearly 25%, due to strong provisioning, ACB's third quarter profit increased slightly by 0.9% compared to the same period last year. However, after subtracting, the bank's pre-tax profit is still VND 8,968 billion, up 40%. As of September 30, 2021, ACB's total assets reached VND 479,309 billion, up 7.8% compared to the beginning of the year. ACB's bad debt in the first 9 months of the year increased mainly in the group of sub-standard debts (up 201%) and doubtful debts (up 76.1%).

REAL ESTATE

NVL

103,900

1D 0.58%

5D 1.56%

Buy Vol. 2,620,100

Sell Vol. 3,858,500

KDH

48,000

1D 4.23%

5D 8.35%

Buy Vol. 7,986,000

Sell Vol. 6,584,500

PDR

97,100

1D 0.83%

5D 0.73%

Buy Vol. 5,027,300

Sell Vol. 4,567,700

- Bac Giang has a new urban area with a planned area of about 99.84 ha. The population size is about 12,300 people.

OIL & GAS

GAS

121,700

1D 6.94%

5D 6.29%

Buy Vol. 7,239,800

Sell Vol. 5,929,600

POW

12,400

1D 0.40%

5D 0.81%

Buy Vol. 25,723,700

Sell Vol. 39,143,200

PLX

55,300

1D 1.28%

5D 2.60%

Buy Vol. 2,820,300

Sell Vol. 4,028,300

- GAS: was in the top 4 stocks that were suddenly bought by foreign investors in today's session with a value of nearly 105 billion dong.

VINGROUP

VIC

95,000

1D 3.04%

5D 2.93%

Buy Vol. 6,456,000

Sell Vol. 6,144,000

VHM

81,000

1D 2.92%

5D 2.79%

Buy Vol. 13,657,800

Sell Vol. 15,149,800

VRE

31,200

1D 1.96%

5D 0.81%

Buy Vol. 12,415,400

Sell Vol. 14,875,200

- Vingroup has risen to the top position in the ranking of the most favorite domestic brands, according to the results of the consumer survey "Top 1,000 Asia's Top Brands".

FOOD & BEVERAGE

VNM

90,400

1D 0.89%

5D 0.44%

Buy Vol. 6,499,500

Sell Vol. 6,556,700

MSN

146,800

1D 5.16%

5D 2.59%

Buy Vol. 2,888,600

Sell Vol. 3,741,200

SAB

159,900

1D 2.90%

5D 3.03%

Buy Vol. 222,800

Sell Vol. 243,000

- MSN: Hoa Huong Duong Construction bought 441,100 MSN shares, raising MSN's ownership rate to 13.29%.

OTHERS

BVH

134,000

1D 1.13%

5D -1.40%

Buy Vol. 1,021,700

Sell Vol. 1,106,800

VJC

134,000

1D 1.13%

5D -1.40%

Buy Vol. 1,021,700

Sell Vol. 1,106,800

FPT

98,200

1D 1.34%

5D 0.61%

Buy Vol. 3,773,000

Sell Vol. 4,660,800

MWG

132,000

1D 3.13%

5D 2.17%

Buy Vol. 2,918,700

Sell Vol. 3,701,300

PNJ

101,900

1D 3.66%

5D 2.93%

Buy Vol. 1,186,300

Sell Vol. 1,235,000

GVR

40,000

1D 1.39%

5D 6.67%

Buy Vol. 9,515,300

Sell Vol. 14,255,000

SSI

40,400

1D 4.12%

5D 0.25%

Buy Vol. 19,908,100

Sell Vol. 20,340,200

HPG

57,900

1D 2.84%

5D 1.76%

Buy Vol. 42,949,400

Sell Vol. 44,911,000

- BVH: approved the plan to pay dividend in 2020 in cash, rate 8.985%. The group will spend nearly 667 billion VND to implement on November 30. The last registration date to enjoy the right to receive dividends is 9/11. After the distribution, the total amount of dividends paid to shareholders of Bao Viet Group from the equitization in 2007 to this year will increase to nearly 9,500 billion dong.