Market Brief 11/11/2021
VIETNAM STOCK MARKET
VN-INDEX
1,462.35
1D -0.18%
YTD 33.00%
VN30
1,514.36
1D -0.62%
YTD 43.08%
HNX
438.73
1D 0.11%
YTD 122.59%
UPCOM
109.21
1D -0.41%
YTD 47.92%
Net Foreign buy (B)
-1,219.51
1D 0.00%
YTD 0.00%
Total trading value (B)
36,311.91
1D 0.00%
YTD 111.69%
- The money flowed strongly into the market, VN30 stocks pulled VN-Index down. Market liquidity was very high, the total matched value reached 42,957 billion dong, up 23% compared to the previous session. Matching value on HoSE increased by 26% to 35,848 billion dong. Foreign investors boosted their net selling of about 1,200 billion dong on HoSE in this session.
ETF & DERIVATIVES
E1VFVN30
25,690
1D -0.08%
YTD 36.65%
FUEMAV30
17,830
1D -0.78%
YTD 42.30%
FUESSV30
19,040
1D 6.91%
YTD 43.16%
FUESSV50
23,100
1D 1.32%
YTD 46.20%
FUESSVFL
21,000
1D -0.94%
YTD 53.85%
FUEVFVND
27,790
1D 0.14%
YTD 61.57%
FUEVN100
19,600
1D 0.51%
YTD 40.50%
VN30F2110
1,489
1D 0.00%
YTD 0.00%
VN30F2111
1,513
1D -1.07%
YTD 0.00%
VN30F2112
1,511
1D -0.97%
YTD 0.00%
VN30F2203
1,511
1D -0.94%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
29,277.86
1D 0.06%
YTD 6.68%
Shanghai
3,532.79
1D 1.15%
YTD 3.47%
Kospi
2,924.92
1D -0.18%
YTD 1.79%
Hang Seng
25,247.99
1D 1.67%
YTD -7.00%
STI (Singapore)
3,242.34
1D 0.00%
YTD 13.00%
SET (Thái Lan)
1,632.44
1D 0.12%
YTD 12.63%
Crude oil ($/barrel)
81.58
1D -0.31%
YTD 68.90%
Gold ($/ounce)
1,863.55
1D 0.68%
YTD -2.11%
- US announced CPI, Asian stocks mixed. In Japan, the Nikkei 225 gained 0.06%. The Chinese market went up with Shanghai Composite up 1.15%, Shenzhen Component up 1.267%. Hong Kong's Hang Seng rose 1.67%. South Korea's Kospi index fell 0.18%.
VIETNAM ECONOMY
Vnibor
0.63%
1D (bps) 2
YTD (bps) 50
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.18%
1D (bps) 15
YTD (bps) -4
10 year-Gov. Bond
1.90%
1D (bps) -8
YTD (bps) -13
USD/VND
22,744
1D (%) -0.02%
YTD (%) -1.87%
EUR/VND
26,399
1D (%) -0.13%
YTD (%) -9.29%
CNY/VND
3,607
1D (%) -0.22%
YTD (%) 0.95%
- According to the Ministry of Planning and Investment, while only 7 ministries and 20 localities have disbursement rates above 65%, 32/50 ministries, central agencies and 21/63 localities have a disbursement rate is less than 50%. Even up to this point, there are still 2 central agencies that have not disbursed capital plans.
EVENT CALENDAR
M
T
W
T
F
S
S
23
24
25
26
27
28
29
Ex-right date Sun, 12/29/24
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
- Increasing transparency pressure on insurance companies
- Solving the challenge of slow disbursement of public investment capital
- There will be a special mechanism to mobilize private capital to develop inland waterways
- China's inflationary pressure raises concerns about global prices
- Inflation in the US increased to a record in 31 years
- USD peaked 16 months after the US announced CPI
VN30
BANK
VCB
98,300
1D 0.72%
5D -0.10%
Buy Vol. 2,543,700
Sell Vol. 1,807,400
BID
42,800
1D -0.47%
5D -2.73%
Buy Vol. 4,291,500
Sell Vol. 4,472,800
CTG
31,950
1D -1.69%
5D -1.99%
Buy Vol. 22,571,300
Sell Vol. 23,124,600
TCB
51,500
1D -0.39%
5D -3.38%
Buy Vol. 35,981,900
Sell Vol. 32,174,900
VPB
36,500
1D -0.54%
5D -3.95%
Buy Vol. 15,365,800
Sell Vol. 13,583,000
MBB
28,100
1D -1.75%
5D -2.77%
Buy Vol. 21,933,900
Sell Vol. 24,827,900
HDB
27,700
1D -1.07%
5D 2.40%
Buy Vol. 8,594,600
Sell Vol. 9,885,900
TPB
43,000
1D -2.27%
5D -1.71%
Buy Vol. 3,823,900
Sell Vol. 3,820,300
STB
27,700
1D -2.64%
5D 0.91%
Buy Vol. 29,601,000
Sell Vol. 41,519,200
ACB
33,000
1D -1.20%
5D -1.49%
Buy Vol. 10,726,900
Sell Vol. 11,863,200
- CTG: At VietinBank, according to reported figures, the total bad debt on the balance sheet as of the end of September 2021 also increased by 90.1%, to 18,097 billion dong. This is also the bank with the highest increase in bad debt in absolute terms (8,579 billion dong). The bank's bad debt/loan ratio also increased sharply from 0.94% to 1.67%.
REAL ESTATE
NVL
105,500
1D 1.44%
5D 1.44%
Buy Vol. 4,476,900
Sell Vol. 5,805,000
KDH
49,800
1D 3.11%
5D 4.95%
Buy Vol. 8,823,400
Sell Vol. 8,702,300
PDR
91,900
1D 3.03%
5D -1.92%
Buy Vol. 6,681,500
Sell Vol. 6,242,700
- NVL: NVL's liabilities as of September 30 were VND143,000b, a sharp increase compared to VND112,000b at the beginning of the year and 2.2 times higher than the figure at the beginning of 2020.
OIL & GAS
GAS
119,000
1D -1.16%
5D 1.62%
Buy Vol. 3,063,900
Sell Vol. 2,995,400
POW
12,900
1D -1.53%
5D 1.98%
Buy Vol. 26,590,300
Sell Vol. 39,768,900
PLX
59,800
1D 2.57%
5D 13.47%
Buy Vol. 8,909,800
Sell Vol. 8,659,800
- Oil prices turned lower on Wednesday (November 10) after crude inventories in the United States rose slightly, a day after an industry report showed crude inventories had tightened.
VINGROUP
VIC
94,800
1D -0.11%
5D -0.21%
Buy Vol. 3,000,600
Sell Vol. 3,569,200
VHM
81,500
1D -1.33%
5D -1.45%
Buy Vol. 13,933,600
Sell Vol. 13,924,100
VRE
30,300
1D -1.94%
5D -3.96%
Buy Vol. 10,521,600
Sell Vol. 12,281,000
- Vingroup will start 4 projects with a total capital of 302,500 billion in Vung Ang economic zone in 2022
FOOD & BEVERAGE
VNM
89,600
1D -0.11%
5D 1.36%
Buy Vol. 5,327,100
Sell Vol. 6,115,600
MSN
146,900
1D -0.54%
5D -0.68%
Buy Vol. 3,167,300
Sell Vol. 2,689,900
SAB
172,000
1D -1.15%
5D 0.12%
Buy Vol. 89,800
Sell Vol. 191,200
- MSN: Masan and SK Group have just announced the signing of an agreement to buy back shares of The CrownX (TCX) with a total cash value of 345m USD, of which SK Group invests 340m USD.
OTHERS
BVH
128,600
1D -0.85%
5D -0.77%
Buy Vol. 976,800
Sell Vol. 1,196,500
VJC
128,600
1D -0.85%
5D -0.77%
Buy Vol. 976,800
Sell Vol. 1,196,500
FPT
96,000
1D -1.03%
5D 0.00%
Buy Vol. 3,807,800
Sell Vol. 3,785,900
MWG
135,000
1D 2.66%
5D 3.93%
Buy Vol. 6,290,700
Sell Vol. 6,683,200
PNJ
104,500
1D 1.46%
5D 0.48%
Buy Vol. 2,160,200
Sell Vol. 1,850,800
GVR
41,900
1D 1.95%
5D 4.88%
Buy Vol. 11,197,600
Sell Vol. 13,376,200
SSI
44,150
1D -1.23%
5D 2.67%
Buy Vol. 39,418,000
Sell Vol. 41,772,700
HPG
54,000
1D -2.35%
5D -4.09%
Buy Vol. 83,071,700
Sell Vol. 92,649,800
- HPG: As of the end of September this year, Hoa Phat's inventory value was VND 46,072 billion, up 75% compared to the beginning of the period and accounting for 26% of total assets. In which, raw materials accounted for 21,550 billion dong of inventory value, twice as high as at the beginning of the period. The value of finished products also doubled to more than 11,464 billion VND.
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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