08 january, 2021

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Bloomberg: VNDS DAILY MARKET RECAP 08 January, 2021 Market Commentary: The VN-INDEX continued its sixth consecutive gaining session with 11.2pts rise The VN-INDEX gained 1.0% thanks to the support from Real Estate large caps. After the opening bell, the VN-INDEX started in the green territory and stayed green throughout today’s session. The VN-INDEX quickly rose to its intraday high of 1,176.3pts (+1.7%) supporting by Real Estate large caps, led by VIC (+1.5%), VHM (+1.7%), NVL (+6.2%), and VRE (+4.7%), together adding 5.2pts to the index’s gain. Other market pillars also joined the rally and strengthened the index’s rise, including VNM (+1.4%) and GVR (+2.5%). On the downside, selling pressure emerged on Financials large caps as VCB (-2.1%), BID (-0.8%), CTG (- 0.4%) and VIB (-0.7%) fell. At the end of the session, the VN-INDEX rose 1.0% to end at 1,167.7pts. The HNX-INDEX also rose 0.5% to 217.4pts. Real Estate (+2.3%), Energy (+1.5%), and Consumer Staples (+1.1%) rose, while Health Care (-0.1%) lost ground today. Top index movers included VIC (+1.5%), VHM (+1.7%), NVL (+6.2%), TCB (+3.2%), and VRE (+4.7%). Top index laggards consisted of VCB (-2.1%), BID (-0.8%), CTG (-0.4%), VIB (-0.7%), and HNG (-1.5%). Top three major put-through transactions were PNJ with 9.2m shares (VND702.9bn), HNG with 10.7m shares (VND171.8bn), and E1VFVN30 with 4.4m shares (VND84.5bn). Foreigners net sold on HOSE to the amount of VND386.5bn, and also net sold on HNX to the amount of VND27.9bn. They mainly bought VRE (VND241.3bn), HPG (VND122.1bn), and NVL (VND107.4bn); and mainly sold HPG (VND427.1bn), VNM (VND91.6bn), and E1VFVN30 (VND85.1bn) Snapshot HOSE HNX Close (pts) 1,167.7 217.4 1 Day change (%) 0.97 0.54 Volume (mn shs) 808.3 168.3 Value (US$mn) 774.5 99.7 Gainers 198 126 Losers 129 78 Unchanged 66 143 Commodities & Currencies Close %chg Gold(USD/Oz) 1,885 -1.5 WTI Oil ($/B) 1Mth 51 0.3 Brent Oil ($/B) 1Mth 55 0.4 USDVND 23,067 0.1 EURVND 28,343 0.6 Source: Bloomberg 1,160.5 1,165.1 1,169.7 1,174.3 VN-INDEX 215.6 216.4 217.2 218.0 HNX-INDEX Sectors Index Price P/E P/B Country Close 1D chg P/E P/B Market cap (VNIndex) Wgt (%) 1D chg x x Peering Points % x x US$bn Consumer Discretionary 2.6 0.9% 23.5 3.1 China 5,495 -0.3% 21.1 2.5 7,072 Consumer Staples 13.9 1.1% 29.8 5.9 India 14,285 1.0% 35.5 3.2 1,501 Energy 2.1 1.5% 71.8 2.9 Indonesia 6,258 1.7% 29.3 1.6 507 Financials 32.2 0.2% 17.6 2.6 Singapore 2,988 2.8% 24.3 1.0 392 Health Care 0.8 -0.1% 18.1 3.1 Malaysia 1,605 0.1% 22.8 1.7 258 Industrials 7.8 1.1% 24.3 3.1 Philippines 7,290 2.4% 29.0 1.8 188 IT 1.3 1.1% 15.5 3.2 Taiwan 15,464 1.6% 23.6 2.3 1,635 Materials 5.6 0.2% 22.3 2.4 Thailand 1,532 1.2% 26.3 1.7 557 Real Estate 24.1 2.3% 28.8 3.8 Utilities 6.2 0.0% 19.3 3.0 Vietnam 1,168 1.0% 19.5 2.5 185 8-Jan Source: Bloomberg Source: Bloomberg

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Page 1: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

Market Commentary: The VN-INDEX continued its sixth consecutive gaining session with 11.2pts rise

The VN-INDEX gained 1.0% thanks to the support from Real Estate large caps. After the opening bell, the VN-INDEX started in the green

territory and stayed green throughout today’s session. The VN-INDEX quickly rose to its intraday high of 1,176.3pts (+1.7%) supporting by Real Estate large caps, led by VIC (+1.5%), VHM (+1.7%), NVL (+6.2%), and VRE (+4.7%), together adding 5.2pts to the index’s gain. Other market pillars also joined the rally and strengthened the index’s rise, including VNM (+1.4%) and GVR (+2.5%). On the downside, selling pressure emerged on Financials large caps as VCB (-2.1%), BID (-0.8%), CTG (-0.4%) and VIB (-0.7%) fell. At the end of the session, the VN-INDEX rose 1.0% to end at 1,167.7pts. The HNX-INDEX also rose 0.5% to 217.4pts. Real Estate (+2.3%), Energy (+1.5%), and Consumer Staples (+1.1%) rose, while Health Care (-0.1%) lost ground today. Top index movers

included VIC (+1.5%), VHM (+1.7%), NVL (+6.2%), TCB (+3.2%), and VRE (+4.7%). Top index laggards consisted of VCB (-2.1%), BID (-0.8%), CTG (-0.4%), VIB (-0.7%), and HNG (-1.5%). Top three major put-through transactions were PNJ with 9.2m shares (VND702.9bn), HNG with 10.7m shares (VND171.8bn), and E1VFVN30 with 4.4m shares (VND84.5bn). Foreigners net sold on HOSE to the amount of VND386.5bn, and also net sold on HNX to the amount of VND27.9bn. They mainly bought VRE

(VND241.3bn), HPG (VND122.1bn), and NVL (VND107.4bn); and mainly sold HPG (VND427.1bn), VNM (VND91.6bn), and E1VFVN30 (VND85.1bn)

Snapshot HOSE HNX

Close (pts) 1,167.7 217.4

1 Day change (%) 0.97 0.54

Volume (mn shs) 808.3 168.3

Value (US$mn) 774.5 99.7

Gainers 198 126

Losers 129 78

Unchanged 66 143

Commodities & Currencies Close %chg

Gold(USD/Oz) 1,885 -1.5

WTI Oil ($/B) 1Mth 51 0.3

Brent Oil ($/B) 1Mth 55 0.4

USDVND 23,067 0.1

EURVND 28,343 0.6

Source: Bloomberg

1,160.5

1,165.1

1,169.7

1,174.3

VN-INDEX

215.6

216.4

217.2

218.0HNX-INDEX

Sectors Index Price P/E P/B Country Close 1D chg P/E P/B Market cap

(VNIndex) Wgt (%) 1D chg x x Peering Points % x x US$bn

Consumer Discretionary 2.6 0.9% 23.5 3.1 China 5,495 -0.3% 21.1 2.5 7,072

Consumer Staples 13.9 1.1% 29.8 5.9 India 14,285 1.0% 35.5 3.2 1,501

Energy 2.1 1.5% 71.8 2.9 Indonesia 6,258 1.7% 29.3 1.6 507

Financials 32.2 0.2% 17.6 2.6 Singapore 2,988 2.8% 24.3 1.0 392

Health Care 0.8 -0.1% 18.1 3.1 Malaysia 1,605 0.1% 22.8 1.7 258

Industrials 7.8 1.1% 24.3 3.1 Philippines 7,290 2.4% 29.0 1.8 188

IT 1.3 1.1% 15.5 3.2 Taiwan 15,464 1.6% 23.6 2.3 1,635

Materials 5.6 0.2% 22.3 2.4 Thailand 1,532 1.2% 26.3 1.7 557

Real Estate 24.1 2.3% 28.8 3.8

Utilities 6.2 0.0% 19.3 3.0 Vietnam 1,168 1.0% 19.5 2.5 185

8-JanSource: Bloomberg Source: Bloomberg

Page 2: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

Market News

Oil heads for weekly gain on Saudi cuts and democratic sweep

Oil headed for a ninth weekly gain in 10 as Saudi Arabia’s unilateral output cut eased oversupply

fears and a Democratic sweep in the U.S. paved the way for more stimulus spending. Futures in New

York traded above US$51 a barrel on Friday and are up around 6% for the week. Democratic wins

in elections in Georgia mean the party is poised to take control of the Senate, House and presidency,

spurring a broad move higher in financial markets. That came after Saudi Arabia pledged earlier in

the week to cut production by 1m barrels a day in February and March. (Bloomberg)

Vietnam’s manufacturing output growth returns in the final month of 2020

The Vietnamese manufacturing sector ended the year 2020 in growth territory as business conditions

improved following disruptions caused by a succession of storms in November, with output, new

orders and employment all increasing in December. The Vietnam Manufacturing Purchasing

Managers' Index (PMI) rose to 51.7 in December, up from 49.9 in November and returning to a level

broadly in line with that seen in October. This figure signaled a modest improvement in business

conditions, the third in the past four months. Data showed a return to growth for manufacturing output

as production recovered from the storm-related disruptions in the previous month. New growth in

orders was central to the expansion in production. New business increased for the fourth consecutive

month and at a faster pace than that seen in November. Improving customer demand was reported

by respondents. Demand also strengthened in international markets, leading to an increase in new

export orders for the first time in three months. Higher new orders resulted in increased production

requirements, thus encouraging firms to expand their staffing levels. December saw employment rise

modestly for the second time in three months. Rising production and expanding workforce numbers

meant that firms were able to reduce backlogs of work, and to the greatest extent since August.

(Vietnamnet.vn)

ETF Monitor

BVH, TPB and PDR will replace SAB, EIB and ROS in VN30

New HOSE-Index rule to improve the quality of Index’s constituents

On 09 Nov 2020, the Ho Chi Minh City Stock Exchange (HOSE) issued a new HOSE-Index rule

version 3.0 (replacing version 2.3) which will apply to the Feb 21 review period with changes in 1)

Freefloat screening conditions, 2) Liquidity screening conditions for VN30.

We believe that the new HOSE-Index rule will further improve the quality of stocks in the VN30 Index

with better liquidity performance, providing support to VN30-based products such as ETFs and also

improve the representativeness of VN30 as a Bluechip index.

SAB, EIB and ROS to be out of VN30 Index; BVH, TPB and PDR will be the replacement in the

Feb 21 review period.

VN30-tracked ETFs will review their portfolios based on VN30 Index’ changes

HOSE will announce the new list of HOSE-Index constituent (include VN30 Index) on 18 Jan 2021

and the effective date will be 01 Feb 2021.

Based on the above results, ETFs tracking VN30 Index, with a total net asset value of VND8,030bn

(including ETF DCVFM VN30, ETF SSIAM VN30 and ETF FUEMAV30), will rebalance their portfolios

on the previous trading date (29 Jan 2021).

We estimate these ETFs will buy 5.5m TPB shares, 1.48m PDR shares, 1m VNM shares and 690k

BVH shares. At the same time, these ETFs will sell 4.3m EIB shares, 2.18m ROS shares and 680k

SAB shares. It will also conduct buying/selling actions of other stocks to adjust the stock weights in

the ETFs to match the new stock weights in the VN30 Index.

Page 3: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

We estimate there will be many potential stocks in the waiting list for VN30 Index in the Aug

21 review period

We see that many bluechip stocks changed their listing exchanges from UPCOM / HNX to HOSE in

2020 such as ACB, GVR, BCM and VIB. This would create opportunities for these stocks to be

included in the VN30 Index in the Aug 21 review period.

We estimate that ACB and GVR could be VN30 Index constituents in Aug 21 index review if they

maintain the current liquidity and market capitalization while other stocks need to improve their

performance in liquidity and market capitalization to pass VN30’s criteria.

Notable Corporate Events

TNG Investment and Trading JSC (TNG VN, HNX) - Dividend payment: TNG has set 21 Jan to

be the record date for paying the second tranche of its 2020 dividend by cash at VND400/share, the

company said. The payment will be made on 3 Feb. (Ndh.vn)

<to be continued>

Page 4: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

COVERAGE SUMMARY

Ticker Close price

Adjusted target

price

Dividend yield Upside Recommendation Latest report

PC1 23,200 17,200 0.0% -25.9% REDUCE Link

LPB 14,050 12,500 0.0% -11.0% REDUCE Link

NLG 33,000 34,800 1.5% 7.0% HOLD Link

ACV 80,500 88,200 1.1% 10.7% HOLD Link

DPM 19,300 17,100 5.0% -6.4% HOLD Link

QNS 39,800 44,300 1.2% 12.5% HOLD Link

LTG 28,100 27,300 5.4% 2.6% HOLD Link

VCB 104,800 97,700 0.8% -6.0% HOLD Link

MBB 26,600 27,000 0.0% 1.5% HOLD Link

VPB 35,550 35,000 0.0% -1.5% HOLD Link

TCM 58,000 40,400 1.6% -28.8% REDUCE Link

HPG 42,750 47,300 1.2% 11.8% HOLD Link

PVT 15,050 15,200 2.5% 3.5% HOLD Link

STK 20,900 24,036 7.0% 22.0% ADD Link

PNJ 82,400 99,500 2.2% 22.9% ADD Link

KDH 30,500 29,100 1.6% -2.9% HOLD Link

DCM 14,300 9,900 3.9% -26.9% REDUCE Link

ACB 30,200 32,400 0.0% 7.3% HOLD Link

GAS 92,700 87,900 3.8% -1.4% HOLD Link

PVS 20,500 17,700 3.4% -10.2% REDUCE Link

PVD 19,650 13,400 0.0% -31.8% REDUCE Link

MSH 41,750 51,600 10.1% 33.7% ADD Link

MWG 121,800 151,200 1.2% 25.4% ADD Link

POW 13,950 13,300 2.1% -2.5% HOLD Link

TCB 35,700 29,300 0.0% -17.9% REDUCE Link

PPC 25,600 27,400 8.5% 15.5% ADD Link

Page 5: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

Ticker Close price

Adjusted target

price

Dividend yield Upside Recommendation Latest report

VIB 34,750 35,000 0.0% 0.7% HOLD Link

KBC 27,500 15,700 0.0% -42.9% REDUCE Link

VNM 112,000 119,000 3.4% 9.6% HOLD Link

VHM 96,400 104,300 1.2% 9.4% HOLD Link

VJC 126,500 117,800 0.0% -6.9% HOLD Link

VHC 41,800 51,800 4.7% 28.6% ADD Link

VRE 35,500 38,000 4.1% 11.1% HOLD Link

GMD 33,900 31,400 3.0% -4.4% HOLD Link

DBC 59,400 52,300 2.5% -9.4% HOLD Link

FPT 63,300 67,800 3.2% 10.3% HOLD Link

MML 53,000 73,700 0.0% 39.1% ADD Link

CRE 28,500 18,300 2.3% -33.5% REDUCE Link

NT2 24,950 28,400 8.0% 21.8% ADD Link

VTP 107,600 130,700 1.3% 22.7% ADD Link

SCS 129,700 144,500 3.8% 15.2% ADD Link

HDG 43,200 29,600 2.1% -29.3% REDUCE Link

DRC 23,200 25,500 4.3% 14.2% HOLD Link

PLC 30,000 30,900 6.7% 9.7% HOLD Link

Page 6: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

MARKET MOVEMENTS

Top gainers VND Top gainers VND

Ticker Last

Price

Chg %chg Vol. Index

impact

Ticker Last

Price

Chg %chg Vol. Index

impact

HRC 67,300 4,400 7.00 800 0.036 APP 4,400 400 10.00 3,300 0.002

TVS 16,850 1,100 6.98 328,600 0.029 BII 5,500 500 10.00 3.67MLN 0.034

VPS 16,100 1,050 6.98 94,500 0.007 DIH 13,200 1,200 10.00 1,100 0.009

CRC 9,370 610 6.96 467,300 0.002 HCT 11,000 1,000 10.00 1,100 0.001

TAC 50,800 3,300 6.95 270,400 0.030 HTP 11,000 1,000 10.00 1,900 0.001

Top losers VND Top losers VND

Ticker Last

Price

Chg %chg Vol. Index

impact

Ticker Last

Price

Chg %chg Vol. Index

impact

SVT 13,550 -1,000 -6.87 4,100 -0.003 HCT 11,000 1,000 -9.84 100 -0.001

TDH 8,900 -650 -6.81 15.01MLN -0.020 VNT 65,100 6,500 -9.71 100 -0.021

CLW 23,300 -1,700 -6.80 100 -0.006 ITQ 2,900 0 -9.38 185,600 -0.010

MCG 2,680 -190 -6.62 129,200 -0.003 L35 5,900 0 -9.23 100 -0.001

CCI 16,100 -1,100 -6.40 8,800 -0.005 BPC 10,500 0 -8.70 4,000 -0.003

Top index movers VND Top index movers VND

Ticker Last

Price

Chg %chg Vol. Index

impact

Ticker Last

Price

Chg %chg Vol. Index

impact

VIC 111,800 1,700 1.54 1.35MLN 1.548 IDC 40,900 1,900 4.87 5.59MLN 0.192

VHM 96,400 1,600 1.69 2.19MLN 1.443 PVS 20,500 400 1.99 11.01MLN 0.161

NVL 75,700 4,400 6.17 5.08MLN 1.168 SHN 9,600 800 9.09 130,300 0.157

TCB 35,700 1,100 3.18 16.95MLN 1.038 NVB 11,300 200 1.80 5.39MLN 0.131

VRE 35,500 1,600 4.72 11.12MLN 1.003 HUT 4,600 200 4.55 15.77MLN 0.086

Top index laggers VND Top index laggers VND

Ticker Last

Price

Chg %chg Vol. Index

impact

Ticker Last

Price

Chg %chg Vol. Index

impact

VCB 104,800 -2,200 -2.06 963,900 -2.196 SHB 19,100 -100 -0.52 28.63MLN -0.236

BID 48,500 -400 -0.82 2.03MLN -0.433 HHC 80,600 -5,000 -5.84 1,400 -0.076

CTG 38,700 -150 -0.39 8.38MLN -0.150 IDJ 15,500 -400 -2.52 704,700 -0.040

VIB 34,750 -250 -0.71 1.29MLN -0.075 PGS 19,900 -600 -2.93 78,100 -0.033

HNG 16,950 -250 -1.45 14.53MLN -0.075 BVS 23,700 -700 -2.87 1.67MLN -0.030

Top liquidity VND Top liquidity VND

Ticker Last

Price

Chg %chg Val.

(VNDbn)

Index

impact

Ticker Last

Price

Chg %chg Val.

(VNDbn)

Index

impact

VIB 34,750 -250 -0.71 45 -0.075 PVG 8,600 0 0.00 1 0.000

HID 3,080 0 0.00 1 0.000 ACM 1,300 100 8.33 3 0.008

HOT 30,500 50 0.16 0 0.000 SGC 96,500 3,500 3.76 0 0.013

SMC 19,000 -600 -3.06 5 -0.010 DZM 4,700 -100 -2.08 0 -0.001

VAF 9,990 290 2.99 0 0.003 SHB 19,100 -100 -0.52 548 -0.236

HNX

Source: Bloomberg

HOSE

Page 7: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

FOREIGN ACTIVITIES

Volume (Mn'shs) HOSE HNX Value (VND'bn) HOSE HNX

BUY 31.3 0.5 BUY 1,158.5 9.4

% of market 4.1% 0.3% % of market 6.6% 0.4%

SELL 41.1 2.2 SELL 1,545.1 37.3

% of market 5.4% 1.3% % of market 8.8% 1.6%

NET BUY (SELL) (9.8) (1.7) NET BUY (SELL) (386.5) (27.9)

Source: HSX, HNX

(1,200)

(1,000)

(800)

(600)

(400)

(200)

0

200

400

600

Foreign net buy/sell (30 days) in VND'bn

HOSE HNX

YTD ACCUMULATION

Volume (Mln'shs) HOSE HNX Value (VND'bn) HOSE HNX

BUY 4,985.2 198.1 BUY 185,011.3 3,383.0

% of market 5.8% 1.3% % of market 11.7% 2.0%

SELL 6,537.1 464.1 SELL 203,949.6 5,838.3

% of market 7.7% 3.0% % of market 12.9% 3.5%

NET BUY (SELL) (1,552.0) (266.0) NET BUY (SELL) (18,938.2) (2,455.3)

Source: HSX, HNX

Page 8: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

FOREIGN ACTIVITIES

Top buy by foreigners (value) VND'bn Top buy by foreigners (value) VND'bn

Ticker Last

Price

Chg %chg Value Index

impact

Ticker Last

Price

Chg %chg Value Index

impact

VRE 35,500 1,600 4.72 241.3 1.002 PVS 20,500 400 1.99 1.1 0.000

HPG 42,750 -50 -0.12 122.1 -0.045 VCS 87,000 100 0.12 1.1 0.000

NVL 75,700 4,400 6.17 107.4 1.167 MBS 21,000 100 0.48 0.8 0.000

VHM 96,400 1,600 1.69 103.8 1.442 IDV 55,400 -300 -0.54 0.8 0.000

E1VFVN30 19,220 240 1.26 87.5 0.000 SHB 19,100 -100 -0.52 0.7 0.000

Top sell by foreigners (value) VND'bn Top sell by foreigners (value) VND'bn

Ticker Last

Price

Chg %chg Value Index

impact

Ticker Last

Price

Chg %chg Value Index

impact

HPG 42,750 -50 -0.12 427.1 -0.045 SHS 26,700 0 0.00 11.9 0.000

VNM 112,000 1,600 1.45 91.6 0.900 BVS 23,700 -700 -2.87 11.4 0.000

E1VFVN30 19,220 240 1.26 85.1 0.000 APS 6,000 500 9.09 2.7 0.000

VRE 35,500 1,600 4.72 84.7 1.002 PVS 20,500 400 1.99 2.5 0.000

VIC 111,800 1,700 1.54 81.8 1.547 PLC 30,000 500 1.69 1.9 0.000

Top net buy by foreigners (value) VND'bn Top net buy by foreigners (value) VND'bn

Ticker Last

Price

Chg %chg Value Index

impact

Ticker Last

Price

Chg %chg Value Index

impact

VRE 35,500 1,600 4.72 156.6 1.002 IDV 55,400 -300 -0.54 0.8 0.000

NVL 75,700 4,400 6.17 95.9 1.167 TAR 24,600 -200 -0.81 0.6 0.000

MSB 20,600 600 3.00 65.0 0.190 MBS 21,000 100 0.48 0.6 0.000

FUEVFVND 18,250 150 0.83 60.9 0.000 SHB 19,100 -100 -0.52 0.5 0.000

HDB 27,100 300 1.12 40.5 0.130 BAX 80,100 1,100 1.39 0.5 0.000

Top net sell by foreigners (value) VND'bn Top net sell by foreigners (value) VND'bn

Ticker Last

Price

Chg %chg Value Index

impact

Ticker Last

Price

Chg %chg Value Index

impact

HPG 42,750 -50 -0.12 -305.0 -0.045 SHS 26,700 0 0.00 -11.74 0.000

SSI 34,150 -250 -0.73 -74.5 -0.041 BVS 23,700 -700 -2.87 -11.34 0.000

VIC 111,800 1,700 1.54 -68.3 1.547 APS 6,000 500 9.09 -2.50 0.000

DXG 17,150 -200 -1.15 -58.4 -0.028 PLC 30,000 500 1.69 -1.90 0.000

VND 29,600 -400 -1.33 -37.5 -0.024 PVS 20,500 400 1.99 -1.36 0.000

Source: Bloomberg, HOSE, HNX

HOSE HNX

8-Jan-21

Page 9: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

TOP 60 MARKET CAP STOCKS SNAPSHOT ON HOSE

No. Ticker Price Mkt. Cap Outs. Vol. Float ratio Avail. FII Ave. daily vol. P/E P/B ROE ROA

VND 1M 3M 6M US$mln Mln'shs % % (30 days-shs) x x % %

1 VCB VM 104,800 12.6 23.6 26.3 16,850 3,709 25.2 6.2 948,909 22.6 4.2 19.7 1.5

2 VIC VM 111,800 6.5 21.1 23.1 16,394 3,382 23.2 22.8 874,720 42.0 4.4 11.0 2.2

3 VHM VM 96,400 14.2 25.8 19.9 13,747 3,290 23.4 26.9 2,635,823 14.0 4.2 35.4 11.9

4 VNM VM 112,000 2.6 4.8 16.4 10,146 2,090 35.2 42.2 2,396,163 23.4 8.0 35.3 24.6

5 BID VM 48,500 13.6 20.0 19.6 8,457 4,022 19.0 12.6 2,738,421 22.8 2.5 12.5 0.6

6 GAS VM 92,700 7.7 24.3 27.2 7,692 1,914 4.2 45.9 1,112,281 19.5 3.8 19.7 14.6

7 CTG VM 38,700 12.2 42.5 63.6 6,247 3,723 35.5 1.0 9,051,079 13.1 1.7 14.0 0.9

8 HPG VM 42,750 11.3 52.1 82.9 6,140 3,313 53.5 16.1 20,198,680 13.2 2.6 21.3 10.0

9 SAB VM 198,200 -3.8 5.4 2.7 5,510 641 10.4 36.8 110,806 31.4 6.4 22.6 16.3

10 TCB VM 35,700 42.8 67.2 77.6 5,424 3,505 70.0 0.0 18,298,050 11.0 1.8 17.7 3.0

11 GVR VM 29,000 42.9 118.9 148.9 5,029 4,000 100.0 12.4 4,786,746 38.3 2.6 6.6 3.9

12 MSN VM 93,100 8.9 45.7 63.3 4,741 1,175 36.7 15.4 1,177,247 45.0 5.3 8.9 2.7

13 VPB VM 35,550 25.4 51.6 62.3 3,783 2,455 73.3 0.0 6,646,786 8.6 1.7 22.2 2.6

14 VRE VM 35,500 25.9 28.4 29.3 3,497 2,272 39.7 18.2 7,974,364 35.5 2.8 8.1 5.9

15 NVL VM 75,700 24.9 20.2 17.7 3,237 986 28.8 32.8 3,330,984 13.0 3.0 24.8 5.6

16 MBB VM 26,600 25.7 52.1 80.0 3,227 2,799 65.8 0.2 17,850,890 9.0 1.6 20.0 2.0

17 PLX VM 56,200 10.8 12.9 20.9 2,969 1,219 9.9 4.2 903,273 82.5 3.4 4.3 1.6

18 VJC VM 126,500 6.8 21.6 17.6 2,873 524 46.2 11.3 622,905 N/A 4.7 -5.6 -1.8

19 MWG VM 121,800 6.4 11.2 45.7 2,390 453 89.9 0.0 1,120,959 14.3 3.6 29.0 10.5

20 BVH VM 68,300 18.6 37.0 44.7 2,198 742 31.9 20.6 1,237,029 39.4 2.5 7.1 1.0

21 FPT VM 63,300 12.6 23.9 32.7 2,151 784 77.9 0.0 2,103,497 14.9 3.3 23.1 9.5

22 BCM VM 47,050 17.6 16.9 N/A 2,111 1,035 100.0 47.1 140,552 N/A 3.2 N/A N/A

23 HDB VM 27,100 22.1 40.4 71.7 1,872 1,594 67.1 4.6 5,575,070 10.1 2.0 21.5 1.8

24 HVN VM 29,200 9.6 9.6 11.0 1,795 1,418 3.9 20.8 1,151,353 N/A 6.1 -83.7 -14.7

25 VIB VM 34,750 6.6 N/A N/A 1,671 1,109 77.8 0.3 994,286 N/A 2.3 N/A N/A

26 STB VM 19,400 22.4 43.2 68.7 1,517 1,804 96.4 14.2 23,947,190 14.7 1.2 8.7 0.5

27 POW VM 13,950 22.9 32.9 41.5 1,416 2,342 87.9 40.5 14,068,440 20.5 1.2 5.8 2.7

28 TPB VM 28,500 29.3 41.6 62.7 1,275 1,032 54.3 0.0 2,807,052 8.0 1.8 26.3 2.1

29 EIB VM 20,400 19.6 19.0 15.6 1,087 1,229 94.0 0.0 437,317 29.3 1.5 5.3 0.6

30 SSI VM 34,150 55.9 91.3 117.5 887 599 83.4 53.9 10,894,890 18.6 2.2 11.5 4.2

31 PDR VM 51,400 18.3 42.9 122.2 883 396 37.4 48.2 3,192,335 17.5 4.7 28.2 8.6

32 BHN VM 83,500 10.6 15.5 56.1 839 232 0.9 31.5 3,449 37.9 3.9 10.8 6.2

33 HNG VM 16,950 21.1 39.5 10.1 815 1,109 23.3 48.8 6,176,372 N/A 2.2 -10.9 -4.2

34 PNJ VM 82,400 5.0 31.2 39.2 812 227 70.4 0.0 813,871 17.9 3.8 22.8 13.1

35 KDH VM 30,500 11.9 25.8 33.4 739 559 82.0 10.9 1,898,318 14.8 2.2 15.7 9.1

36 REE VM 51,300 10.3 23.8 60.3 687 309 55.9 0.0 502,420 11.2 1.5 13.7 7.6

37 LPB VM 14,050 20.6 N/A N/A 655 1,075 87.6 0.1 10,239,620 N/A 1.1 N/A N/A

38 DHG VM 108,000 2.2 2.9 15.5 612 131 5.2 45.2 8,317 20.0 4.2 21.7 17.7

39 SBT VM 21,800 14.4 33.3 51.4 583 617 25.4 92.8 3,928,944 31.0 1.8 5.5 2.3

40 LGC VM 69,000 8.0 9.5 47.3 577 193 0.2 4.0 374 41.6 4.4 10.7 2.8

41 KBC VM 27,500 71.3 87.7 95.7 560 470 67.8 33.7 6,265,556 31.3 1.4 4.4 2.2

42 VGC VM 27,900 9.4 22.4 38.8 542 448 35.6 41.4 294,371 19.8 2.0 10.1 3.1

43 GEX VM 23,400 11.4 3.5 30.7 489 482 68.3 37.0 8,596,056 16.2 1.7 10.9 3.1

44 HSG VM 24,100 19.9 53.0 107.8 464 444 68.4 37.1 10,115,500 9.6 1.6 19.2 6.6

45 GMD VM 33,900 16.1 39.8 77.5 443 301 80.6 10.4 4,807,748 28.8 1.7 5.8 3.8

46 VCI VM 60,400 35.1 85.8 154.9 434 166 64.1 71.3 1,391,712 16.0 2.5 15.9 9.3

47 HCM VM 32,600 23.0 47.8 65.9 431 305 39.6 52.6 4,969,242 19.1 2.2 11.8 6.5

48 DIG VM 31,550 20.2 76.3 143.6 431 315 50.6 47.6 4,761,718 23.0 2.4 11.1 5.4

49 APH VM 71,000 -21.0 -3.8 N/A 429 139 100.0 59.6 951,510 N/A 4.5 N/A N/A

50 NLG VM 33,000 13.2 24.5 43.5 394 275 61.6 0.9 1,203,968 12.6 1.7 14.6 6.8

51 KDC VM 39,500 3.4 9.3 36.2 392 229 61.7 75.2 684,011 57.1 1.4 2.5 1.2

52 HPX VM 33,800 20.3 27.5 35.7 388 264 33.7 35.3 494,683 21.3 2.9 14.7 6.2

53 DXG VM 17,150 14.7 53.8 49.1 385 518 81.4 13.4 7,703,603 N/A 1.4 -1.3 -0.4

54 PHR VM 65,500 0.8 12.7 21.3 385 135 32.4 35.0 948,144 17.8 2.8 16.0 9.1

55 PVD VM 19,650 46.6 62.4 90.8 359 421 49.4 39.4 9,460,299 33.8 0.6 1.9 1.3

56 PPC VM 25,600 6.4 6.7 4.5 356 321 23.9 33.7 341,544 8.3 1.3 16.4 14.1

57 TCH VM 22,550 15.9 7.9 8.7 345 353 48.0 44.1 10,072,870 7.8 1.6 21.6 11.4

58 DGC VM 52,300 5.8 23.6 N/A 337 149 57.5 47.3 790,765 9.8 2.0 22.0 16.3

59 VHC VM 41,800 -6.3 -2.3 16.0 330 182 50.2 72.2 1,428,761 10.2 1.4 14.7 11.1

60 DCM VM 14,300 12.2 18.2 58.5 328 529 24.4 46.1 4,186,931 16.7 1.2 7.4 5.8

Price change (%)

Source: Bloomberg 8 Jan

Page 10: 08 January, 2021

Bloomberg: VNDS

DAILY MARKET RECAP 08 January, 2021

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