Daily Call

The bourses edged lower due to profit locking. VN-Index dropped 0.8% after maintaining 3 consecutive days on the winning streak and HNX-Index down 0.6%.

The newly listed ticker, GVR (+6.9%), led the rally, closing at ceiling and regained from past day’s loss.

VPB (+2.4%) went against other lenders to surge after they announced their plan to buy 122 million treasury shares as well as reducing the FOL from 22.77% to 15%. On the contrary, other banking stocks dipped, notably VCB (-3.0%), BID (-2.5%), MBB (-2.2%) and CTG (-1.8%).

All indices diverged into decline, in line with global peers, after the historical slump of WTI crude oil future to negative. Both VN-Index and HNX-Index dropped 3.5% and 4.5%, respectively, as many blue-chips fell to floor prices.

Several oil&gas tickers ended at floor among PLX (-7.0%), PVD (-7.0%) and PVS (-9.3%). OIL (-10.0%) and GAS (-6.2%) also switched into red after many consecutive days in the green territory.

Banking continued to tumble due to heavy foreign selloffs. VPB (-6.9%) closed at floor price while other lenders followed, topped by BID (-6.5%), CTG (-5.3%), TCB (-4.8%) and MBB (-6.0%). 

The bourses continued to surge in line with global peers after rising expectation of possible anti-COVID-19 vaccine. Both VN-Index and HNX-Index up 1.1% and 1.6% respectively with many key sectors jumped into green.

SAB (+4.9%) and BHN (+5.9%) ticked up while MSN (-0.3%) dropped further.

DXG (+6.9%) closed at ceiling price, supporting real estate's rally along with the rise from VHM (+1.5%), NVL (+1.5%) and VIC (+0.2%). VRE sustained sideway.

Majority of lenders headed for the upward march, topped by MBB (+3.0%), CTG (+1.5%) and VCB (+0.3%), whereas VPB (-1.4%) stumbled.

The future contracts diverged into the green given VN30 underlying index edged higher. Liquidity dropped to 119,148 contracts, worth of USD 435mn in traded value. OI at 17,095 contracts.

VN-Index recovered in line with regional peers with GAS, SAB and STB being the main contributors. As the global oil price surged, oil and gas headed north, being supported by PVD, PVS and BSR while PLX lost past day’s gain. Realty firms’ performances improved slightly with VHM, KBC, NLG, VRE and NVL followed the rally. Sell-offs still persisted among aviation among HVN, VJC and SCS. Lenders traded mixed with STB, TCB and MBB inched up while VCB, BID, CTG, VPB and HDB declined. Despite SAB jumped significantly, BHN, on the other hand, put pressure on consumer whereas MSN and VNM ended sideway. Foreign investors net selling position was recorded at nearly USD 13mn worth of shares, focused on MSN, VJC, VNM and VCB. Trade liquidity continued to increase to USD 137mn.

The derivative market tumbled as VN30 underlying index dropped 0.93%. Liquidity rose to 180,593 contracts at USD 649mn. OI at 18,494 contracts.

Foreign sell-offs persisted on all three bourses at more than USD 10mn, lifting the total selling amount to nearly USD 70mn after 12 consecutive days. Key industries, such as banks, real estate and consumer, lost ground pushing VN-Index to slump below 900 pts. Lenders, namely BID, VCB and CTG, continued to decline further while EIB, STB and TCB ticked slightly higher. The three Vingroup tickers remained among the leading forces that negatively impacted real estate. KDH, NLG and DXG switched to the downward trend whereas NVL maintained in the green. GAS, PLX and PVD headed south as global oil price plummeted for three consecutive days. VNM, MSN and SAB, also edged lower. On the contrary, several other notable blue-chips attempted to support the markets after closing positively, namely FPT, POW and YEG. Some FOL tickers showed sign of strength after rumour of the possibility of Diamond ETF approval. Foreign investors posted at USD 10mn in net sold value, topped by VNM, VCB and HPG. Trade liquidity cooled down to nearly USD 127mn on HOSE.

Futures inched higher in line with the VN30 underlying index. Liquidity surged to 163,276 contracts, with the traded value of USD 585mn.

All indices recovered and closed in the green thanks to the banking sector’s rally, topped by BID, CTG and VPB. HDB, MBB and TCB also followed the upward trend. Despite fellow lenders reversing yesterday’s loss, VCB continued to decline further. The three Vingroup tickers, namely VIC, VRE and VHM, weighed down on real estate whereas KDH, DXG, NVL and NLG rose slightly. The pressure of 2019-nCov outbreak still lingered on aviation among HVN and VJC. Oil & gas edged up amid global oil price continued to decline. Retail ended relatively positive as supported primarily by DGW and MWG. VNM soared while MSN drifted lower. Foreign investors remained on the net selling spree of USD 4.9mn worth of shares, mostly among NVL, HAG and VCB. Traded liquidity jumped to USD 177mn on HCM bourse.

Selling pressure kept mounting in today trading session, sending HCMC bourse down by 0.7% and closed at 927.9 pts. This was mainly due to the crash at large caps tickers namely VIC, VHM, VRE, SAB, VNM and GAS. VIC topped the laggards list as investors worried about the prospect of additional listed swapped shares from SDI deal. SAB and VNM retreated ahead of the consequences of epidemic outbreak. Similarly, GAS, PVD and PVS plunged when there’s no sign of recovery of global oil price just yet. HPG slid by 2% also. On the winning side, banking sector was the main engine for the effort of regaining the green as they were expected to be less impacted by the virus  ACB, VPB, CTG, BID climbed higher. MWG, FPT gained when investors bet on the progress of Diamond ETF. Foreign investors’ net sold of USD 12mn worth of shares, led by CTG, VIC and NVL. Trade liquidity shrank to USD 106mn

VN-Index down 0.7% to 927.9 pts while HNX-Index up 0.5% to 110.1 pts.

Despite the surges of global indices, VN-index closed in red as the locking profit pressure mounted during the afternoon session. Local investors stayed cautious ahead of onsite nCoV fearing. Banking, consumer and aviation corrected while oil&gas anchored the green. SAB, BID, VCB, CTG and VJC have sent the HOSE bourse into the negative territory despite the effort of VNM, VPB and PLX. The selling pressure was also seen at other blue-chips namely VIC, NVL and GAS. Steel makers traded mixed when HPG, NKG slid, HSG ended higher. SAB suffered when the impact of Decree 100 has not been quantified yet. Foreign investors’ net bought position posed at USD 7.4mn. This mainly focused on DXG, VNM and HPG. Trade liquidity remained modest at USD 140mn on HOSE and approximately USD 12mn on HNX exchange.

VN-Index down 0.3% to 925.9 pts while HNX-Index up 0.6% to 103.2 pts.

Both bourses edged lower when the nCov outbreak continued to weigh on investors. After the opening bell, the market quickly crashed by more than 4% when panic selloffs sent most of the big-cap to lower limit. However, the local sentiment was improved as the bargain hunting kicked in and pared the losses. The recovery was mainly fuelled by key sectors namely banking, material and pharmaceuticals. BID, CTG, and VPB set flare for the recovery although others fellows banks TCB, MBB, ACB and LPB closed in red. Steel makers HPG, HSG advanced on foreign interest and positive Q4 earnings. Pharmaceutical firms persisted on the winning streak when the fears on Coronavirus kept looming. Oil& gas, on the other hand, was hit hard due to worries on global growth outlook. SAB plunged ahead of the Decree 100 Foreign investor net bough USD 2.5mn, topped by VHM, VNM and E1VFVN30. Traded liquidity surged to USD 170mn level

VN-Index down 0.9% to 928.1 pts and HNX-Index down 1% to 101.3 pts.