Market brief 01/11/2021
VIETNAM STOCK MARKET
VN-INDEX
1,438.97
1D -0.37%
YTD 30.88%
VN30
1,516.75
1D -1.02%
YTD 43.31%
HNX
415.54
1D 0.83%
YTD 110.83%
UPCOM
105.95
1D 0.54%
YTD 43.51%
Net Foreign buy (B)
-1,284.74
1D 0.00%
YTD 0.00%
Total trading value (B)
40,384.52
1D 15.82%
YTD 135.44%
- After 3 consecutive sessions, foreign investors turned to be net buyers on HoSE and turned to be net sellers today, with a net selling value of billion dong. Accordingly, selling pressure returned to HPG, besides NLG, SSI, MSN or VNM, they were also sold strongly at over 100 billion dong. On the contrary, three banking tickers, CTG, STB and VCB, saw the most net pouring of foreign investors in the session.
ETF & DERIVATIVES
E1VFVN30
25,690
1D -0.08%
YTD 36.65%
FUEMAV30
17,900
1D -0.89%
YTD 42.86%
FUESSV30
18,810
1D 5.61%
YTD 41.43%
FUESSV50
22,500
1D -0.40%
YTD 42.41%
FUESSVFL
20,500
1D 0.49%
YTD 50.18%
FUEVFVND
27,500
1D -0.79%
YTD 59.88%
FUEVN100
19,200
1D -0.67%
YTD 37.63%
VN30F2110
1,489
1D 0.00%
YTD 0.00%
VN30F2111
1,523
1D -0.72%
YTD 0.00%
VN30F2112
1,521
1D -0.86%
YTD 0.00%
VN30F2203
1,520
1D -0.60%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
29,647.08
1D 0.35%
YTD 8.03%
Shanghai
3,544.48
1D -0.08%
YTD 3.81%
Kospi
2,978.94
1D 0.28%
YTD 3.67%
Hang Seng
25,154.32
1D 0.26%
YTD -7.34%
STI (Singapore)
3,219.05
1D 0.65%
YTD 12.19%
SET (Thái Lan)
1,613.78
1D -0.59%
YTD 11.35%
Crude oil ($/barrel)
83.92
1D 0.78%
YTD 73.75%
Gold ($/ounce)
1,787.75
1D 0.15%
YTD -6.09%
- China releases PMI, Asian stocks mixed. In Japan, the Nikkei 225 gained 0.35%. The Chinese market was mixed with Shanghai Composite down 0.08%, Shenzhen Component up 0.174%. Hong Kong's Hang Seng rose 0.26%. The official Purchasing Managers' Index (PMI) of China's manufacturing sector in October reached 49.2 points. This is the second consecutive month that China's production has declined, after the official PMI in September reached 49.6 points.
VIETNAM ECONOMY
Vnibor
0.61%
YTD (bps) 48
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
0.98%
YTD (bps) -24
10 year-Gov. Bond
1.98%
1D (bps) 2
YTD (bps) -5
USD/VND
22,845
1D (%) -0.02%
YTD (%) -1.44%
EUR/VND
26,755
1D (%) 0.08%
YTD (%) -8.07%
CNY/VND
3,626
1D (%) 0.11%
YTD (%) 1.48%
- PMI in October reached 52.1 points, business conditions improved. The easing of restrictions due to Covid-19 helped some companies restart production in October, while others increased output to meet increased new orders. As a result, output increased for the first time in five months.
EVENT CALENDAR
M
T
W
T
F
S
S
23
24
25
26
27
28
29
Ex-right date Sat, 12/28/24
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
- Ready to open international flight
- Imported sugar flooded into Vietnam
- October PMI reached 52.1 points, business conditions improved
- Manufacturing activity in Asia recovered in October
- The 'dilemma' of the European central bank
- The US and other oil consuming countries increase pressure for OPEC + to increase production
VN30
BANK
VCB
97,000
1D -1.02%
5D 3.08%
Buy Vol. 4,896,100
Sell Vol. 1,884,100
BID
41,800
1D 0.72%
5D 6.63%
Buy Vol. 4,655,000
Sell Vol. 5,812,900
CTG
32,200
1D 2.22%
5D 7.69%
Buy Vol. 29,211,700
Sell Vol. 29,495,200
TCB
51,600
1D 0.00%
5D 1.38%
Buy Vol. 37,944,300
Sell Vol. 39,605,400
VPB
37,550
1D -1.31%
5D 1.49%
Buy Vol. 8,936,800
Sell Vol. 12,893,700
MBB
28,400
1D -0.35%
5D 2.90%
Buy Vol. 17,187,300
Sell Vol. 23,049,800
HDB
25,300
1D 0.20%
5D 3.27%
Buy Vol. 5,230,900
Sell Vol. 6,092,700
TPB
43,400
1D -3.23%
5D 3.33%
Buy Vol. 4,159,600
Sell Vol. 6,128,400
STB
26,600
1D 0.00%
5D 3.91%
Buy Vol. 35,816,500
Sell Vol. 30,945,200
ACB
32,700
1D -0.91%
5D 4.64%
Buy Vol. 8,551,500
Sell Vol. 11,268,900
- BID: recorded net interest income of 12,204 billion dong, up 33.5%, mainly because the bank reduced interest expense by 11.5%. Net profit from service activities reached VND 1,594 billion, up nearly 17%. Net profit from foreign exchange business reached VND 457 billion, up 4% over the same period. In the opposite direction, trading in securities lost 2.4 billion dong while the same period gained 58 billion dong. Net profit from trading investment securities also decreased by 50% to 151 billion dong. Net profit from other activities was 20% lower, at VND 794 billion, compared to the same period last year.
REAL ESTATE
NVL
109,600
1D 0.27%
5D 5.59%
Buy Vol. 5,043,800
Sell Vol. 5,020,100
KDH
49,000
1D -3.92%
5D 5.15%
Buy Vol. 7,997,600
Sell Vol. 8,922,900
PDR
93,100
1D -3.02%
5D -5.00%
Buy Vol. 4,340,800
Sell Vol. 4,990,700
- NVL: total consolidated revenue of 9 months reached nearly VND 10,362 billion, an increase of nearly 159% over the same period in 2020.
OIL & GAS
GAS
121,300
1D -2.57%
5D 8.30%
Buy Vol. 3,029,000
Sell Vol. 3,145,100
POW
13,100
1D 3.56%
5D 6.94%
Buy Vol. 53,985,200
Sell Vol. 60,142,200
PLX
53,900
1D -0.37%
5D -0.37%
Buy Vol. 3,223,600
Sell Vol. 3,090,500
- POW: Effective market offer of electricity brought high gross profit, Q3/2021 NPAT was 4 times higher than the same period last year with 630 billion dong
VINGROUP
VIC
95,800
1D 0.00%
5D 4.02%
Buy Vol. 3,038,100
Sell Vol. 3,692,500
VHM
84,300
1D -1.40%
5D 7.39%
Buy Vol. 16,337,900
Sell Vol. 18,084,500
VRE
31,150
1D -0.16%
5D 2.47%
Buy Vol. 13,659,400
Sell Vol. 16,208,700
- VIC: Q3 consolidated financial statements with pre-tax profit of nearly VND3,315 billion, down 8% over the same period. Net profit reached nearly 3,193 billion dong, down 21%.
FOOD & BEVERAGE
VNM
90,000
1D -0.77%
5D -0.11%
Buy Vol. 10,583,500
Sell Vol. 8,435,400
MSN
145,500
1D -3.58%
5D 3.63%
Buy Vol. 2,675,100
Sell Vol. 2,713,000
SAB
162,000
1D 0.93%
5D 3.38%
Buy Vol. 308,900
Sell Vol. 325,700
- VNM: Revenue in Q3.2021 increased and many expenses were reduced, but profit continued to decrease over to the same period last year. Q3 profit margin reached 42.9% - the lowest level in 4y.
OTHERS
BVH
130,000
1D -1.52%
5D -1.37%
Buy Vol. 1,081,500
Sell Vol. 1,491,700
VJC
130,000
1D -1.52%
5D -1.37%
Buy Vol. 1,081,500
Sell Vol. 1,491,700
FPT
95,800
1D -1.14%
5D 0.95%
Buy Vol. 4,860,900
Sell Vol. 4,762,400
MWG
130,000
1D -1.07%
5D 1.25%
Buy Vol. 1,820,100
Sell Vol. 2,021,400
PNJ
101,100
1D -2.79%
5D 2.02%
Buy Vol. 866,000
Sell Vol. 1,152,000
GVR
39,350
1D -1.13%
5D 0.13%
Buy Vol. 8,323,600
Sell Vol. 9,639,600
SSI
41,400
1D 2.22%
5D 8.09%
Buy Vol. 35,201,600
Sell Vol. 41,129,700
HPG
55,700
1D -2.45%
5D 1.09%
Buy Vol. 66,122,200
Sell Vol. 63,979,800
- GVR reported a 26% increase in Q3 net profit even though revenue was mostly flat. In the context of higher selling price of rubber in the same period last year, revenue from this business segment of GVR in the third quarter increased by more than 6%. In contrast, the second largest revenue contributor is wood processing, which decreased by more than 34% in revenue. As a result, GVR's net revenue was almost flat compared to the third quarter of the previous year, at more than VND 6,151 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
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