Market Brief 23/12/2021

VIETNAM STOCK MARKET

VN-INDEX

1,456.96

1D -1.40%

YTD 32.51%

VN30

1,477.37

1D -1.78%

YTD 39.59%

HNX

442.61

1D -2.32%

YTD 124.56%

UPCOM

109.53

1D -1.26%

YTD 48.35%

Net Foreign buy (B)

-877.10

1D 0.00%

YTD 0.00%

Total trading value (B)

52,901.71

1D 31.20%

YTD 208.41%

- After two sessions of net buying on HoSE, foreign investors turned to be a strong net seller on both HoSE and HNX, and at the same time reduced their net buying on UPCoM. Foreign investors today focused on net selling two shares of MSN with the value of 191 billion dong and KBC with 94 billion dong; Besides, they also net sold GAS with 60 billion dong and TVS with 47 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,240

1D -0.63%

YTD 34.26%

FUEMAV30

17,370

1D -1.86%

YTD 38.63%

FUESSV30

18,150

1D 1.91%

YTD 36.47%

FUESSV50

22,110

1D -2.17%

YTD 39.94%

FUESSVFL

20,770

1D -0.19%

YTD 52.16%

FUEVFVND

27,370

1D -0.62%

YTD 59.13%

FUEVN100

19,450

1D -1.27%

YTD 39.43%

VN30F2206

1,481

1D -1.59%

YTD 0.00%

VN30F2103

1,212

1D 0.00%

YTD 0.00%

VN30F2201

1,488

1D -1.31%

YTD 0.00%

VN30F2202

1,488

1D -1.50%

YTD 0.00%

GLOBAL MARKET

Nikkei

28,798.37

1D 0.51%

YTD 4.93%

Shanghai

3,643.34

1D 0.57%

YTD 6.70%

Kospi

2,998.17

1D 0.46%

YTD 4.34%

Hang Seng

23,193.64

1D 0.55%

YTD -14.56%

STI (Singapore)

3,096.81

1D 0.30%

YTD 7.93%

SET (Thái Lan)

1,641.47

1D 0.90%

YTD 13.26%

Crude oil ($/barrel)

72.72

1D -0.49%

YTD 50.56%

Gold ($/ounce)

1,806.60

1D 0.03%

YTD -5.10%

- Asian stocks continued to recover, oil prices fell. In Japan, the Nikkei 225 gained 0.51%. The Chinese market went up with Shanghai Composite up nearly 0.57%, Shenzhen Component up 0.491%. Hong Kong's Hang Seng rose 0.55%. South Korea's Kospi index rose 0.46%.

VIETNAM ECONOMY

Vnibor

1.34%

1D (bps) 29

YTD (bps) 121

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

1.13%

1D (bps) -4

YTD (bps) -9

10 year-Gov. Bond

1.91%

1D (bps) -1

YTD (bps) -12

USD/VND

23,165

1D (%) 0.35%

YTD (%) -0.06%

EUR/VND

26,419

1D (%) -0.77%

YTD (%) -9.22%

CNY/VND

3,672

1D (%) 0.00%

YTD (%) 2.77%

- In 11 months, there was 26.46 billion USD of foreign investment capital registered in Vietnam, including investment capital through capital contribution and share purchase, up slightly by 0.1% over the same period last year. In the last month of the year, with a few billion more USD registered, the amount of foreign investment in Vietnam this year will not be small.

SELECTED NEWS

VN30

BANK

VCB

76,500

1D -0.52%

5D -0.29%

Buy Vol. 2,055,900

Sell Vol. 2,292,300

BID

34,500

1D 0.68%

5D -2.91%

Buy Vol. 3,744,300

Sell Vol. 3,272,500

CTG

32,200

1D 1.74%

5D -0.92%

Buy Vol. 13,088,600

Sell Vol. 13,275,700

TCB

47,350

1D -3.17%

5D -5.02%

Buy Vol. 20,015,400

Sell Vol. 20,997,800

VPB

32,400

1D -3.57%

5D -3.86%

Buy Vol. 23,202,600

Sell Vol. 27,082,600

MBB

27,300

1D -1.27%

5D -3.36%

Buy Vol. 16,771,200

Sell Vol. 16,962,900

HDB

26,850

1D -3.76%

5D -9.60%

Buy Vol. 13,182,200

Sell Vol. 11,288,000

TPB

36,700

1D -3.42%

5D -3.23%

Buy Vol. 6,831,900

Sell Vol. 8,284,600

STB

27,400

1D -0.90%

5D -4.20%

Buy Vol. 22,086,700

Sell Vol. 22,115,000

ACB

32,500

1D -0.61%

5D -1.52%

Buy Vol. 5,433,000

Sell Vol. 5,838,400

- CTG: approved by the Hanoi Stock Exchange to list more than 30.2 million bonds with a total value of nearly VND3,021 billion. - TPB: On December 17, Ms. Do Quynh Anh, daughter of Vice Chairman of the Board of Directors Do Anh Tu, agreed to buy 1 million TPB shares, bringing the number of shares held to 35.96 million units, accounting for 6.78 % capital.

REAL ESTATE

NVL

113,000

1D -3.17%

5D -1.74%

Buy Vol. 7,583,500

Sell Vol. 15,494,600

KDH

51,700

1D 0.00%

5D 6.82%

Buy Vol. 5,858,400

Sell Vol. 6,098,100

PDR

94,800

1D 0.64%

5D -2.97%

Buy Vol. 4,905,800

Sell Vol. 4,777,100

- PDR: Successfully issued 1,500 bonds with a value of VND 150 billion with a term of 2 years, the actual interest rate is 12%/year.

OIL & GAS

GAS

95,200

1D 0.00%

5D -3.45%

Buy Vol. 2,469,700

Sell Vol. 2,335,700

POW

18,500

1D -2.63%

5D 7.56%

Buy Vol. 82,006,900

Sell Vol. 78,002,900

PLX

52,800

1D 0.00%

5D -3.83%

Buy Vol. 2,912,100

Sell Vol. 2,474,000

- POW: The stock price broke out, but POW's business did not have many positive changes. November's revenue was at VND 1,436 billion, equal to 58% of the monthly plan and down 35% yoy.

VINGROUP

VIC

96,000

1D -3.61%

5D -4.00%

Buy Vol. 3,396,100

Sell Vol. 4,952,300

VHM

82,500

1D -3.73%

5D 0.24%

Buy Vol. 13,601,000

Sell Vol. 14,629,000

VRE

31,000

1D -1.59%

5D 2.99%

Buy Vol. 12,181,100

Sell Vol. 16,988,600

- VHM: Vinhomes and Mitsubishi Corporation will jointly develop The Origami and The Miyako projects, the same project located in Vinhomes Ocean Park, Hanoi.

FOOD & BEVERAGE

VNM

84,700

1D -0.82%

5D -2.19%

Buy Vol. 3,261,000

Sell Vol. 3,649,200

MSN

171,000

1D 0.59%

5D 6.88%

Buy Vol. 11,014,900

Sell Vol. 11,801,600

SAB

146,900

1D -0.47%

5D -2.72%

Buy Vol. 240,700

Sell Vol. 234,900

- MSN: Masan's The CrownX is valued at $8.2 billion after raising a total of $1.5 billion, expected to list internationally

OTHERS

BVH

123,900

1D 0.98%

5D 0.90%

Buy Vol. 795,800

Sell Vol. 998,400

VJC

123,900

1D 0.98%

5D 0.90%

Buy Vol. 795,800

Sell Vol. 998,400

FPT

93,200

1D -1.89%

5D -2.41%

Buy Vol. 2,731,300

Sell Vol. 3,052,100

MWG

133,600

1D -0.89%

5D 0.00%

Buy Vol. 1,224,200

Sell Vol. 1,635,100

PNJ

93,700

1D -0.85%

5D 0.00%

Buy Vol. 695,200

Sell Vol. 655,400

GVR

39,000

1D 0.00%

5D 3.04%

Buy Vol. 6,635,800

Sell Vol. 10,870,300

SSI

49,000

1D -4.11%

5D -3.73%

Buy Vol. 41,189,700

Sell Vol. 42,147,700

HPG

44,950

1D -0.33%

5D -5.37%

Buy Vol. 43,068,100

Sell Vol. 39,008,000

- MWG: Mobile World after 11 months has achieved revenue of 110,530 billion dong and profit after tax of 4,395 billion dong, completing 88% and 93% of the plan. Compared to the same period last year, the company's revenue increased 11% and profit increased 22%. In the revenue structure of Mobile World, the phone and electronics segment contributed VND 83,800 billion (up 5%) while the department store earned VND 26,300 billion (up 38%).