Market Brief 02/11/2021
VIETNAM STOCK MARKET
VN-INDEX
1,452.46
1D 0.94%
YTD 32.10%
VN30
1,521.35
1D 0.30%
YTD 43.74%
HNX
424.11
1D 2.06%
YTD 115.18%
UPCOM
106.93
1D 0.92%
YTD 44.83%
Net Foreign buy (B)
-1,191.17
1D 0.00%
YTD 0.00%
Total trading value (B)
36,340.59
1D -10.01%
YTD 111.86%
- Foreign investors continued to net sell more than 1,191 billion dong on November 2. NVL was sold the most by foreign investors with a value of up to 614 billion dong, of which 611 billion dong came from put through transactions. NLG was behind and continued to be net sold 143 billion dong. Meanwhile, VHC was bought the most with 24.5 billion dong. GMD was also net bought 23 billion dong.
ETF & DERIVATIVES
E1VFVN30
25,690
1D 0.00%
YTD 36.65%
FUEMAV30
17,920
1D 0.11%
YTD 43.02%
FUESSV30
18,840
1D 5.78%
YTD 41.65%
FUESSV50
22,600
1D 0.44%
YTD 43.04%
FUESSVFL
20,400
1D -0.49%
YTD 49.45%
FUEVFVND
27,500
1D 0.00%
YTD 59.88%
FUEVN100
19,300
1D 0.52%
YTD 38.35%
VN30F2110
1,489
1D 0.00%
YTD 0.00%
VN30F2111
1,524
1D 0.09%
YTD 0.00%
VN30F2112
1,523
1D 0.14%
YTD 0.00%
VN30F2203
1,521
1D 0.07%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
29,520.90
1D -0.08%
YTD 7.57%
Shanghai
3,505.63
1D -1.10%
YTD 2.67%
Kospi
3,013.49
1D 1.16%
YTD 4.87%
Hang Seng
25,099.67
1D -1.82%
YTD -7.54%
STI (Singapore)
3,232.37
1D 0.41%
YTD 12.66%
SET (Thái Lan)
1,617.89
1D 0.25%
YTD 11.63%
Crude oil ($/barrel)
83.39
1D -1.00%
YTD 72.65%
Gold ($/ounce)
1,793.45
1D 0.09%
YTD -5.79%
- Asian stocks mixed, Chinese real estate stocks fell deeply. In Japan, the Nikkei 225 fell 0.08%. The Chinese market fell with the Shanghai Composite down 1.1% and the Shenzhen Component down 0.686%. Hong Kong's Hang Seng fell 1.82%. Chinese real estate stocks listed in Hong Kong fell deeply, such as Evergrande losing 2.9%, China Vanke down 4%, Sunac China Holdings down 9.6%.
VIETNAM ECONOMY
Vnibor
0.61%
YTD (bps) 48
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.22%
1D (bps) 24
10 year-Gov. Bond
1.95%
1D (bps) -3
YTD (bps) -8
USD/VND
22,845
1D (%) 0.00%
YTD (%) -1.44%
EUR/VND
26,837
1D (%) 0.07%
YTD (%) -7.79%
CNY/VND
3,625
1D (%) 0.00%
YTD (%) 1.46%
- According to the Ministry of Planning and Investment, in the 10 months of the year, there were more than 23.7 billion USD of foreign investment in Vietnam, an increase of 1.1% over the same period last year, of which, many projects have large scale. Large scale investment was quickly disbursed.
EVENT CALENDAR
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Ex-right date Sun, 11/24/24
No event for this day
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SELECTED NEWS
- Two large corporations of Vietnam and Germany cooperate to produce 500 MW of wind power
- Vietnam, Australia strive to double investment, two-way trade will soon reach 15 billion USD
- FDI attraction in the 10 months of the year increased
- OPEC+ is under pressure to pump more oil to the market
- China's economy is at risk of an inflationary recession
- Inflation in Korea highest in nearly a decade
VN30
BANK
VCB
97,900
1D 0.93%
5D 4.15%
Buy Vol. 2,935,700
Sell Vol. 1,616,500
BID
41,950
1D 0.36%
5D 7.02%
Buy Vol. 2,716,100
Sell Vol. 3,885,400
CTG
32,400
1D 0.62%
5D 8.36%
Buy Vol. 20,907,400
Sell Vol. 22,234,800
TCB
51,600
1D 0.00%
5D 1.18%
Buy Vol. 25,260,400
Sell Vol. 28,127,500
VPB
37,550
1D 0.00%
5D 1.35%
Buy Vol. 11,657,600
Sell Vol. 10,338,600
MBB
28,400
1D 0.00%
5D 1.61%
Buy Vol. 14,583,500
Sell Vol. 19,994,100
HDB
25,600
1D 1.19%
5D 3.64%
Buy Vol. 7,914,500
Sell Vol. 7,573,700
TPB
43,800
1D 0.92%
5D 3.06%
Buy Vol. 6,427,400
Sell Vol. 6,734,700
STB
26,650
1D 0.19%
5D 4.10%
Buy Vol. 31,583,800
Sell Vol. 22,958,500
ACB
33,150
1D 1.38%
5D 6.59%
Buy Vol. 11,082,600
Sell Vol. 12,608,600
- HDB: On October 31, 2021, HDBank and Affinity International Investment Fund signed a cooperation agreement on supporting and raising capital for HDBank for Vietnamese businesses worth 300 million USD to finance programs process to meet ESG criteria, sustainable development.
REAL ESTATE
NVL
108,100
1D -1.37%
5D 4.65%
Buy Vol. 5,287,300
Sell Vol. 5,276,000
KDH
50,400
1D 2.86%
5D 9.45%
Buy Vol. 6,425,900
Sell Vol. 5,619,500
PDR
95,300
1D 2.36%
5D -1.04%
Buy Vol. 5,617,400
Sell Vol. 5,267,100
- KDH: In 9 months of the year, buyers who paid in advance reduced VND 1,737.55 billion to only VND 433.15 billion
OIL & GAS
GAS
121,600
1D 0.25%
5D 6.85%
Buy Vol. 2,584,500
Sell Vol. 2,625,800
POW
12,850
1D -1.91%
5D 4.05%
Buy Vol. 34,131,700
Sell Vol. 39,190,700
PLX
54,300
1D 0.74%
5D -0.55%
Buy Vol. 3,084,000
Sell Vol. 3,275,500
- PLX: net revenue in Q3.2021 reached VND34,625b, up 26% QoQ. COGS increased faster than revenue, causing gross profit to decrease by 35% QoQ, bringing in VND2,036b
VINGROUP
VIC
95,800
1D 0.00%
5D 3.90%
Buy Vol. 2,459,900
Sell Vol. 3,213,800
VHM
85,000
1D 0.83%
5D 8.01%
Buy Vol. 9,649,300
Sell Vol. 10,446,400
VRE
30,850
1D -0.96%
5D 0.82%
Buy Vol. 10,687,800
Sell Vol. 12,925,400
- VHM: In the third quarter, despite social distancing, sales on Vinhomes' online platform were still guaranteed, bringing in an after-tax profit of nearly VND 11,200 billion.
FOOD & BEVERAGE
VNM
89,200
1D -0.89%
5D -0.45%
Buy Vol. 7,720,900
Sell Vol. 7,569,200
MSN
145,500
1D 0.00%
5D 4.23%
Buy Vol. 1,596,300
Sell Vol. 1,951,000
SAB
165,200
1D 1.98%
5D 6.31%
Buy Vol. 227,900
Sell Vol. 226,500
- VNM: Vinamilk usually maintains a gross profit margin of over 45% for many years, starting from the first quarter of this year, it dropped to 43%.
OTHERS
BVH
132,000
1D 1.54%
5D -0.38%
Buy Vol. 1,051,600
Sell Vol. 1,064,800
VJC
132,000
1D 1.54%
5D -0.38%
Buy Vol. 1,051,600
Sell Vol. 1,064,800
FPT
96,100
1D 0.31%
5D -0.83%
Buy Vol. 8,450,800
Sell Vol. 3,632,200
MWG
128,900
1D -0.85%
5D 0.70%
Buy Vol. 1,493,500
Sell Vol. 1,512,000
PNJ
105,000
1D 3.86%
5D 6.82%
Buy Vol. 752,500
Sell Vol. 810,000
GVR
42,100
1D 6.99%
5D 6.72%
Buy Vol. 15,005,700
Sell Vol. 12,244,500
SSI
42,350
1D 2.29%
5D 9.15%
Buy Vol. 28,304,900
Sell Vol. 32,266,700
HPG
55,500
1D -0.36%
5D -1.42%
Buy Vol. 46,762,900
Sell Vol. 43,712,000
- HPG: announced the consolidated financial statements of the third quarter with revenue of VND 38,674 billion, up 56.7%. COGS increased lower, so gross profit reached 11,861 billion dong, up 129%. Profit margin increased sharply from 20.9% to 30.7%. In the revenue structure, steel segment contributed 36,497 billion VND in revenue, up 74%; agriculture 1,568 billion dong, down 43%; real estate 609 billion, 3 times higher.
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
Pinetree Securities Corporation
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