Market Brief 17/11/2021
VIETNAM STOCK MARKET
VN-INDEX
1,475.85
1D 0.64%
YTD 34.23%
VN30
1,519.58
1D 0.16%
YTD 43.57%
HNX
462.95
1D 2.37%
YTD 134.88%
UPCOM
112.21
1D 0.65%
YTD 51.98%
Net Foreign buy (B)
-221.52
1D 0.00%
YTD 0.00%
Total trading value (B)
32,588.06
1D -22.81%
YTD 89.98%
- Foreign investors net sold again 221 billion dong on November 17. On HoSE, they were the strongest net sellers of VPB with 112 billion dong. HPG was also net sold 108 billion dong. VND and NLG are behind with a net selling value of VND 93 billion and VND 52 billion, respectively. Meanwhile, VHM topped the list of net buyers with 148 billion dong.
ETF & DERIVATIVES
E1VFVN30
25,520
1D 0.08%
YTD 35.74%
FUEMAV30
17,920
1D 0.50%
YTD 43.02%
FUESSV30
18,920
1D 6.23%
YTD 42.26%
FUESSV50
22,700
1D 0.22%
YTD 43.67%
FUESSVFL
21,000
1D -0.10%
YTD 53.85%
FUEVFVND
28,200
1D -0.11%
YTD 63.95%
FUEVN100
19,620
1D 0.05%
YTD 40.65%
VN30F2110
1,489
1D 0.00%
YTD 0.00%
VN30F2111
1,520
1D 0.20%
YTD 0.00%
VN30F2112
1,521
1D 0.18%
YTD 0.00%
VN30F2203
1,518
1D -0.04%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
29,688.33
1D -0.15%
YTD 8.18%
Shanghai
3,537.37
1D 0.44%
YTD 3.60%
Kospi
2,962.42
1D -1.16%
YTD 3.10%
Hang Seng
25,650.08
1D 0.43%
YTD -5.51%
STI (Singapore)
3,232.68
1D -0.30%
YTD 12.67%
SET (Thái Lan)
1,644.60
1D 0.04%
YTD 13.47%
Crude oil ($/barrel)
78.67
1D -0.79%
YTD 62.88%
Gold ($/ounce)
1,862.95
1D 0.33%
YTD -2.14%
- Japan's export growth slowest in 8 months, Asian stocks mixed. In Japan, the Nikkei 225 fell 0.15%. Japan's exports rose 9.4% in October, the lowest increase in 8 months. September's increase was 13%. The Chinese market rose with the Shanghai Composite up 0.44% and the Shenzhen Component up 0.67%. Hong Kong's Hang Seng rose 0.43%. South Korea's Kospi index fell 1.16%.
VIETNAM ECONOMY
Vnibor
0.63%
1D (bps) -2
YTD (bps) 50
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
0.93%
1D (bps) -21
YTD (bps) -29
10 year-Gov. Bond
1.92%
1D (bps) 7
YTD (bps) -11
USD/VND
22,748
1D (%) -0.01%
YTD (%) -1.86%
EUR/VND
26,050
1D (%) -0.91%
YTD (%) -10.49%
CNY/VND
3,619
1D (%) 0.17%
YTD (%) 1.29%
- In the fourth quarter, many manufacturing enterprises are entering the rush season for year-end orders, leading to a sharp increase in capital demand to restore production. However, the cash flow disruption and the tragic business situation are making the opportunity for businesses to access production and business loans from banks become slim.
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
- WB: Vietnam's total spending on social assistance during the pandemic stands at 0.86% of GDP
- Businesses are thirsty for capital to restore production
- Vietnam should take advantage of the opportunity to accelerate the digital transformation process
- Trillions of USD will be withdrawn from the world economy in 2022
- Inflation in the UK is the highest in 10 years
- Japan - US trade officials consider import tax on steel and aluminum
VN30
BANK
VCB
98,000
1D 0.82%
5D 0.41%
Buy Vol. 1,148,500
Sell Vol. 1,416,700
BID
43,600
1D 1.87%
5D 1.40%
Buy Vol. 4,264,900
Sell Vol. 4,420,400
CTG
32,250
1D -0.46%
5D -0.77%
Buy Vol. 11,676,600
Sell Vol. 13,198,600
TCB
52,200
1D 0.38%
5D 0.97%
Buy Vol. 18,219,500
Sell Vol. 20,750,800
VPB
36,150
1D 0.00%
5D -1.50%
Buy Vol. 20,204,400
Sell Vol. 19,497,000
MBB
28,700
1D 0.17%
5D 0.35%
Buy Vol. 12,159,900
Sell Vol. 15,487,900
HDB
27,800
1D -0.36%
5D -0.71%
Buy Vol. 7,764,600
Sell Vol. 6,829,200
TPB
43,250
1D -1.03%
5D -1.70%
Buy Vol. 2,638,000
Sell Vol. 3,194,800
STB
28,000
1D -0.18%
5D -1.58%
Buy Vol. 17,806,300
Sell Vol. 25,356,600
ACB
33,300
1D 0.45%
5D -0.30%
Buy Vol. 6,635,400
Sell Vol. 7,599,400
- Techcombank is one of the first banks to use the “zero fee” program, so it has the highest CASA proportion in the industry with 38%. Other banks also promote to attract and increase the proportion of this capital, such as MB with 36% and Vietcombank with 31%. MB and Vietcombank are also the two nearest banks to launch free transfer programs, paying for customers who maintain a certain amount of deposit on a certain current account.
REAL ESTATE
NVL
103,200
1D 0.10%
5D -0.77%
Buy Vol. 2,739,200
Sell Vol. 3,488,300
KDH
48,300
1D 0.10%
5D 0.00%
Buy Vol. 1,985,700
Sell Vol. 1,807,800
PDR
90,000
1D -0.55%
5D 0.90%
Buy Vol. 3,804,800
Sell Vol. 4,218,300
- NVL: is one of the agile corporations when developing 3 key projects in potential areas: NovaWorld Ho Tram, NovaWorld Phan Thiet, and Aqua City
OIL & GAS
GAS
117,400
1D 0.60%
5D -2.49%
Buy Vol. 1,027,000
Sell Vol. 1,845,000
POW
14,150
1D 0.71%
5D 8.02%
Buy Vol. 31,037,700
Sell Vol. 35,094,900
PLX
62,100
1D 5.61%
5D 6.52%
Buy Vol. 8,304,400
Sell Vol. 7,204,300
- GAS: PV Gas is completing the infrastructure system to be able to import LNG from 2022. PV Gas has signed 6 framework contracts for LNG purchase and sale with LNG suppliers.
VINGROUP
VIC
96,300
1D 1.58%
5D 1.48%
Buy Vol. 4,364,900
Sell Vol. 5,046,000
VHM
83,500
1D 0.60%
5D 1.09%
Buy Vol. 8,151,100
Sell Vol. 12,929,700
VRE
30,450
1D 1.33%
5D -1.46%
Buy Vol. 11,269,000
Sell Vol. 11,538,600
- VIC: On November 16, 2021, the global smart electric car company from Vietnam - VinFast officially announced and put into operation the headquarters of the US branch.
FOOD & BEVERAGE
VNM
88,800
1D 0.23%
5D -1.00%
Buy Vol. 4,773,800
Sell Vol. 5,225,700
MSN
150,500
1D -0.99%
5D 1.90%
Buy Vol. 990,200
Sell Vol. 970,200
SAB
170,500
1D -0.06%
5D -2.01%
Buy Vol. 96,600
Sell Vol. 110,200
- MSN: Last week, De Heus Vietnam officially announced that it will acquire the entire MNS Feed production segment (including 100% Anco and 75.2% Proconco) of Masan Group.
OTHERS
BVH
127,900
1D 0.00%
5D -1.39%
Buy Vol. 844,700
Sell Vol. 861,300
VJC
127,900
1D 0.00%
5D -1.39%
Buy Vol. 844,700
Sell Vol. 861,300
FPT
98,300
1D 0.00%
5D 1.34%
Buy Vol. 2,091,200
Sell Vol. 3,124,200
MWG
137,900
1D 0.00%
5D 4.87%
Buy Vol. 1,672,900
Sell Vol. 1,540,600
PNJ
106,400
1D -1.48%
5D 3.30%
Buy Vol. 1,049,900
Sell Vol. 803,300
GVR
40,000
1D 1.65%
5D -2.68%
Buy Vol. 6,241,800
Sell Vol. 7,097,700
SSI
45,850
1D 2.46%
5D 2.57%
Buy Vol. 31,144,700
Sell Vol. 48,206,100
HPG
51,400
1D -1.15%
5D -7.05%
Buy Vol. 49,800,700
Sell Vol. 49,236,100
- HPG: Norges Bank and Samsung Vietnam Securities Master Investment Trust (Equity) announced to have sold 1.2 million and 200,000 shares of HPG, respectively. The transaction caused the holding volume of the entire Dragon Capital group to decrease from 268.39 million shares to 266.99 million units, equivalent to a ratio of 6% to 5.96%. The transaction date to change the group ownership ratio is 11/10.
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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