Market Brief 20/12/2021

VIETNAM STOCK MARKET

VN-INDEX

1,477.33

1D -0.17%

YTD 34.37%

VN30

1,513.60

1D 0.00%

YTD 43.01%

HNX

776.01

1D 70.10%

YTD 293.71%

UPCOM

111.02

1D -0.52%

YTD 50.37%

Net Foreign buy (B)

-10.69

1D 0.00%

YTD 0.00%

Total trading value (B)

33,220.11

1D -20.28%

YTD 93.67%

- In today's session, foreign investors still maintained a net selling of 10 billion dong lighter on the whole market. Foreign investors net sold the most on CII with 132 billion dong. HSG and VIC were net sold at VND 41.5 billion and VND 40 billion, respectively. Meanwhile, VRE was bought the most with 60 billion dong. HPG and HDB were both net bought over 50 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,500

1D 0.00%

YTD 35.64%

FUEMAV30

17,820

1D -0.17%

YTD 42.22%

FUESSV30

18,850

1D 5.84%

YTD 41.73%

FUESSV50

22,400

1D 0.45%

YTD 41.77%

FUESSVFL

20,990

1D -1.46%

YTD 53.77%

FUEVFVND

27,600

1D 0.04%

YTD 60.47%

FUEVN100

19,650

1D -0.71%

YTD 40.86%

VN30F2206

1,503

1D -0.91%

YTD 0.00%

VN30F2103

1,212

1D 0.00%

YTD 0.00%

VN30F2201

1,508

1D -0.79%

YTD 0.00%

VN30F2202

1,507

1D -0.61%

YTD 0.00%

GLOBAL MARKET

Nikkei

27,937.81

1D -1.51%

YTD 1.80%

Shanghai

3,593.60

1D -1.07%

YTD 5.25%

Kospi

2,963.00

1D -1.81%

YTD 3.12%

Hang Seng

22,744.86

1D -1.42%

YTD -16.22%

STI (Singapore)

3,072.97

1D -1.24%

YTD 7.10%

SET (Thái Lan)

1,615.80

1D -1.58%

YTD 11.48%

Crude oil ($/barrel)

68.20

1D -1.63%

YTD 41.20%

Gold ($/ounce)

1,797.80

1D -0.15%

YTD -5.56%

- Asian stocks "red on fire", oil price lost more than 3%. In Japan, the Nikkei 225 fell 1.51%. The Chinese market fell with Shanghai Composite down 1.07%, Shenzhen Component down 2.007%. Hong Kong's Hang Seng fell 1.42%. South Korea's Kospi index fell 1.81%.

VIETNAM ECONOMY

Vnibor

0.85%

1D (bps) 10

YTD (bps) 72

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

0.96%

1D (bps) -12

YTD (bps) -26

10 year-Gov. Bond

1.80%

1D (bps) -54

YTD (bps) -23

USD/VND

23,150

1D (%) 0.13%

YTD (%) -0.12%

EUR/VND

26,273

1D (%) -0.78%

YTD (%) -9.72%

CNY/VND

3,666

1D (%) -0.35%

YTD (%) 2.60%

- In November, Vietnam spent $1.3 billion to import wheat, up 94% year-on-year. Wheat imported in 11 months mainly came from the Australian market, accounting for nearly 70% of the total import volume and turnover of this item, with 3.05 million tons, equivalent to 904.63 million USD.

SELECTED NEWS

VN30

BANK

VCB

99,500

1D 3.11%

5D -0.10%

Buy Vol. 1,653,100

Sell Vol. 1,210,400

BID

44,600

1D -0.67%

5D -1.98%

Buy Vol. 2,333,600

Sell Vol. 2,665,300

CTG

32,450

1D -1.52%

5D -0.76%

Buy Vol. 7,287,700

Sell Vol. 9,729,000

TCB

49,500

1D -0.70%

5D -1.00%

Buy Vol. 11,524,700

Sell Vol. 12,958,800

VPB

34,150

1D 1.04%

5D -3.53%

Buy Vol. 34,003,300

Sell Vol. 29,868,600

MBB

27,900

1D -1.06%

5D -1.76%

Buy Vol. 12,783,900

Sell Vol. 12,599,900

HDB

29,600

1D 0.34%

5D -1.50%

Buy Vol. 8,516,500

Sell Vol. 8,981,800

TPB

39,800

1D 4.74%

5D 6.40%

Buy Vol. 13,388,900

Sell Vol. 15,191,100

STB

28,650

1D 1.24%

5D 0.00%

Buy Vol. 21,687,700

Sell Vol. 21,884,800

ACB

33,100

1D -0.30%

5D -0.90%

Buy Vol. 4,599,800

Sell Vol. 5,408,000

- VPB: has just issued a resolution on closing the list of shareholders to get written opinions on adjusting the foreign ownership ratio to 17.5%. Explaining this new adjusted number, VPBank said that this is a sufficient rate for the Bank to issue additional shares to foreign strategic shareholders up to 15% of charter capital after the issuance.

REAL ESTATE

NVL

115,300

1D 0.09%

5D 2.85%

Buy Vol. 4,373,500

Sell Vol. 5,165,600

KDH

50,000

1D -0.79%

5D 0.81%

Buy Vol. 2,753,300

Sell Vol. 3,155,000

PDR

95,500

1D 0.00%

5D -2.85%

Buy Vol. 5,258,600

Sell Vol. 5,682,200

- Hanoi will complete 76 commercial housing projects in the period 2022-2025, providing 18.82 million m2 of residential floors.

OIL & GAS

GAS

96,700

1D -2.32%

5D -1.33%

Buy Vol. 1,233,900

Sell Vol. 1,509,800

POW

18,250

1D 6.73%

5D 12.65%

Buy Vol. 72,226,400

Sell Vol. 52,396,700

PLX

53,000

1D -2.39%

5D -1.30%

Buy Vol. 2,721,000

Sell Vol. 2,512,600

- POW: just held a ceremony to sign a credit contract worth 95 million USD between Dak Drinh Hydropower JSC, AIIB and Natixis bank to restructure the hydroelectric power plant.

VINGROUP

VIC

99,000

1D -2.94%

5D -4.07%

Buy Vol. 2,457,500

Sell Vol. 2,791,200

VHM

83,500

1D -1.18%

5D 1.71%

Buy Vol. 8,296,900

Sell Vol. 11,069,800

VRE

31,050

1D 0.81%

5D 1.97%

Buy Vol. 11,848,000

Sell Vol. 16,279,400

- VIC: "Super" Van village project of VND 35,000 billion of Vingroup will start construction in September 2022

FOOD & BEVERAGE

VNM

85,700

1D 0.00%

5D -0.81%

Buy Vol. 3,642,900

Sell Vol. 3,679,900

MSN

162,000

1D 2.86%

5D 4.01%

Buy Vol. 5,512,300

Sell Vol. 6,052,600

SAB

149,000

1D -0.67%

5D -2.17%

Buy Vol. 243,400

Sell Vol. 230,700

- MSN: In the last trading week, MSN was sold the most by securities trading with a value of 195 billion dong.

OTHERS

BVH

122,100

1D -0.33%

5D -2.94%

Buy Vol. 809,700

Sell Vol. 907,700

VJC

122,100

1D -0.33%

5D -2.94%

Buy Vol. 809,700

Sell Vol. 907,700

FPT

95,800

1D -0.62%

5D -0.21%

Buy Vol. 1,751,600

Sell Vol. 2,134,300

MWG

133,000

1D -1.12%

5D -1.41%

Buy Vol. 1,260,800

Sell Vol. 1,440,200

PNJ

94,200

1D -1.36%

5D -4.37%

Buy Vol. 853,700

Sell Vol. 730,600

GVR

37,600

1D -1.70%

5D -2.34%

Buy Vol. 3,658,500

Sell Vol. 4,645,500

SSI

53,500

1D 1.90%

5D 0.19%

Buy Vol. 29,846,200

Sell Vol. 39,948,700

HPG

46,900

1D 0.43%

5D 0.75%

Buy Vol. 20,803,700

Sell Vol. 21,118,700

- MWG: announces November revenue of 11,523 billion dong, up 25% and profit after tax of 489 billion dong, up 55% over the same period last year. Compared to October, revenue fell 5% and profit decreased 14%. Revenue growth continues thanks to The Gioi Di Dong and Dien May Xanh chains