Market brief 27/12/2021

VIETNAM STOCK MARKET

VN-INDEX

1,488.88

1D 0.80%

YTD 35.42%

VN30

1,514.55

1D 0.52%

YTD 43.10%

HNX

449.41

1D 0.85%

YTD 128.01%

UPCOM

110.37

1D 0.15%

YTD 49.49%

Net Foreign buy (B)

137.78

1D 0.00%

YTD 0.00%

Total trading value (B)

26,684.77

1D -13.03%

YTD 55.57%

Similar to previous sessions, foreign investors' transactions were still mixed between HoSE and HNX. However, for the whole market, foreign investors bought 30 million shares, worth 1,133 billion VND, while selling 24.4 million shares, worth 988 billion VND. Total net buying volume was at 5.3 million shares, equivalent to a net buying value of 137 billion dong.

ETF & DERIVATIVES

E1VFVN30

25,500

1D 0.79%

YTD 35.64%

FUEMAV30

17,840

1D 0.73%

YTD 42.38%

FUESSV30

18,800

1D 5.56%

YTD 41.35%

FUESSV50

22,500

1D 0.90%

YTD 42.41%

FUESSVFL

21,300

1D -0.93%

YTD 56.04%

FUEVFVND

27,710

1D 0.69%

YTD 61.10%

FUEVN100

19,830

1D 1.33%

YTD 42.15%

VN30F2206

1,512

1D 0.37%

YTD 0.00%

VN30F2103

1,212

1D 0.00%

YTD 0.00%

VN30F2201

1,516

1D 0.46%

YTD 0.00%

VN30F2202

1,515

1D 0.52%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

28,676.46

1D -0.17%

YTD 4.49%

Shanghai

3,615.97

1D -0.06%

YTD 5.90%

Kospi

2,999.55

1D -0.43%

YTD 4.39%

Hang Seng

23,223.76

1D 0.00%

YTD -14.45%

STI (Singapore)

3,104.24

1D -0.13%

YTD 8.19%

SET (Thái Lan)

1,636.50

1D -0.04%

YTD 12.91%

Crude oil ($/barrel)

72.98

1D -0.38%

YTD 51.10%

Gold ($/ounce)

1,805.95

1D -0.35%

YTD -5.13%

Asian stocks mixed, many major markets holiday. In Japan, the Nikkei 225 fell 0.17%. The Chinese market was mixed with Shanghai Composite down 0.06%, Shenzhen Component up 0.04%. China's industrial profits in November rose 9% year-on-year, according to data from China's National Bureau of Statistics. South Korea's Kospi index fell 0.43%. Markets in Hong Kong and Australia are closed for Christmas.

VIETNAM ECONOMY

Vnibor

1.12%

1D (bps) -15

YTD (bps) 99

Deposit interest 12M

5.60%

YTD (bps) -20

5 year-Gov. Bond

0.98%

1D (bps) -4

YTD (bps) -24

10 year-Gov. Bond

1.97%

1D (bps) -3

YTD (bps) -6

USD/VND

23,030

1D (%) 0.24%

YTD (%) -0.64%

EUR/VND

26,260

1D (%) -0.87%

YTD (%) -9.77%

CNY/VND

3,650

1D (%) -0.16%

YTD (%) 2.16%

The World Bank and the Government of Vietnam have just signed a credit agreement worth 221.5 million USD (about 4,900 billion VND) to help Vietnam recover from the pandemic. This credit will be provided through the World Bank's International Development Association (IDA). This is a unit specializing in providing preferential loans to low-income countries.

SELECTED NEWS

VN30

BANK

VCB

79,800

1D 1.66%

5D 3.59%

Buy Vol. 1,499,100

Sell Vol. 1,499,300

BID

35,300

1D 0.86%

5D 0.01%

Buy Vol. 1,970,500

Sell Vol. 2,230,600

CTG

33,400

1D 1.52%

5D 2.93%

Buy Vol. 12,732,300

Sell Vol. 15,901,800

TCB

48,850

1D -0.10%

5D -1.31%

Buy Vol. 7,431,300

Sell Vol. 8,968,100

VPB

34,350

1D 0.29%

5D 0.59%

Buy Vol. 11,811,500

Sell Vol. 15,187,900

MBB

28,150

1D 0.00%

5D 0.90%

Buy Vol. 7,965,400

Sell Vol. 9,751,100

HDB

28,750

1D 0.17%

5D -2.87%

Buy Vol. 6,678,300

Sell Vol. 8,603,100

TPB

40,750

1D 3.82%

5D 2.39%

Buy Vol. 14,430,600

Sell Vol. 15,168,700

STB

28,100

1D -0.35%

5D -1.92%

Buy Vol. 10,637,200

Sell Vol. 14,853,500

ACB

33,150

1D 0.45%

5D 0.15%

Buy Vol. 3,986,500

Sell Vol. 5,045,800

Until now, the State Bank has loosened the credit growth room twice in the third and fourth quarters of 2021. Due to the relatively low level of credit room at the beginning of the year, many banks have applied for an additional grant and have been granted a room by the SBV twice in 2021. In the most recent expansion of room, TPB and TCB were the two banks that were approved. assigned the highest credit growth rate of 23.4% and 22.1% respectively. In addition, many other banks were also allowed to expand their room, in which MSB was assigned a limit of 22%, MBB 21%, LPB 18.1%, VPB 17.1%, OCB 15%, VCB 15%...

REAL ESTATE

NVL

89,000

1D 0.11%

5D 1.11%

Buy Vol. 1,646,900

Sell Vol. 1,883,100

KDH

53,000

1D 3.92%

5D 6.00%

Buy Vol. 5,003,900

Sell Vol. 4,721,200

PDR

94,600

1D 0.11%

5D -0.94%

Buy Vol. 4,220,900

Sell Vol. 4,204,900

NVL: Novaland mobilized nearly 5,900 billion bonds to pour capital into 3 subsidiaries including Nova Hospitality, No Va Real Estate Investment and No Va My Dinh Real Estate.

OIL & GAS

GAS

95,900

1D 0.21%

5D -0.83%

Buy Vol. 623,700

Sell Vol. 772,500

POW

18,450

1D 6.96%

5D 1.10%

Buy Vol. 78,880,300

Sell Vol. 54,827,400

PLX

54,100

1D 2.08%

5D 2.08%

Buy Vol. 1,987,300

Sell Vol. 1,667,500

POW: PV Power is estimated to reach VND 25,175 billion in revenue and VND 1,917 billion in profit in 2021, equivalent to 88.6% and 144.7 percent of the year plan.

VINGROUP

VIC

99,000

1D 2.59%

5D 0.00%

Buy Vol. 2,628,100

Sell Vol. 2,855,600

VHM

82,800

1D -0.12%

5D -0.84%

Buy Vol. 10,344,900

Sell Vol. 8,591,400

VRE

31,300

1D 0.16%

5D 0.81%

Buy Vol. 6,714,500

Sell Vol. 9,388,300

VHM: is in the final stage of signing for sale with 27,700 apartments in Vinhomes Grand Park, Ocean Park and Smart City projects..

FOOD & BEVERAGE

VNM

86,100

1D 0.12%

5D 0.47%

Buy Vol. 2,030,200

Sell Vol. 2,778,700

MSN

169,000

1D -1.17%

5D 4.32%

Buy Vol. 7,727,700

Sell Vol. 9,625,600

SAB

147,900

1D 0.61%

5D -0.74%

Buy Vol. 175,000

Sell Vol. 161,600

VNM: Vinamilk and Vilico embarked on building a super milk factory of nearly VND 4,600 billion in Hung Yen, which is oriented to become a leading super milk factory in Vietnam.

OTHERS

BVH

125,000

1D 0.81%

5D 2.38%

Buy Vol. 766,400

Sell Vol. 903,900

VJC

125,000

1D 0.81%

5D 2.38%

Buy Vol. 766,400

Sell Vol. 903,900

FPT

94,500

1D 0.75%

5D -1.36%

Buy Vol. 1,518,000

Sell Vol. 1,542,600

MWG

134,900

1D 0.22%

5D 1.43%

Buy Vol. 1,131,500

Sell Vol. 1,352,000

PNJ

96,000

1D 1.37%

5D 1.91%

Buy Vol. 430,200

Sell Vol. 534,300

GVR

38,600

1D -1.15%

5D 2.66%

Buy Vol. 4,581,600

Sell Vol. 6,239,500

SSI

49,150

1D 0.20%

5D -8.13%

Buy Vol. 11,308,500

Sell Vol. 11,261,400

HPG

45,900

1D -0.33%

5D -2.13%

Buy Vol. 16,215,900

Sell Vol. 20,225,400

- VJC: Vietjet Air welcomes the first wide-body A330 to join the fleet, ready for plans to expand its network worldwide. - SSI: SSI Securities wants to continue to offer 104 million individual shares, raising the charter capital close to the threshold of 16,000 billion dong. It is expected that this plan will be implemented by SSI after the offering of more than 497 million shares to existing shareholders at a ratio of 2:1 ends.