FIDES(VIETNAM) Market Statistics 13/12 – 17/12/2021

FIDES(VIETNAM) Market Statistics


Market Summary
ChangeTrading VolumeTrading ValueForeign net buy/sell
(%)Average daily trading volume  (mil.shares)Average daily trading value (mil.USD)Net trading value (mil.USD)

Source : Fiinpro

Sector Performance (HOSE + HNX, %)

Foreign Top buy/sell (HOSE + HNX, mil.USD)

Source : Fiinpro


Economy- Society

Remittances set record of $18.1 billion

According to the World Bank (WB), total remittances to Vietnam in 2021 may hit up to $18.1 billion, with about $6.5 – 6.6 billion for HCM City. (Source: WB)

ADB revised down Vietnam’s 2021 GDP growth forecast to 2%

The Asian Development Bank (ADB) revised down Vietnam’s 2021 GDP growth forecast from 3.8% to 2%. The growth forecast for 2022, however, is sustained at 6.5%, as expanding vaccination coverage may accelerate GDP growth. (Source: ADB)

Trade Balance

The Vietnam Customs Statistics announced: in Nov-2021, exports of $31.87 billion (+26.33% yoy) and imports of $30.61 billion (+24.09% yoy) resulted in a trade surplus of $1.26 billion.

11M2021, the total export value was $301.73 billion, up 18.34% yoy and total import value was $300.27 billion, up 27.89% yoy. Vietnam was in trade surplus of $1.46 billion YTD (11M2020: surplus $20.19 billion). (Source: Customs)

Company- Sector

VIC (Vingroup JSC)

Vingroup started construction on EV Battery Manufacturing Factory in Ha Tinh province to provide Lithium batteries for VinFast’s electric cars and buses.

In Phase One, the factory will scale 8 hectares with a total investment of $173.7 million. The factory has capacity of 100,000 battery packs per year. Phase Two of the factory will expand production to include battery cells manufacturing and upgrade capacity to 1 million battery packs per year. (Source: VIC

MSN (Masan Group Corp.)

MSN announced it has signed a deal for $350 million primary investment in The CrownX Corporation (TCX) by a consortium of investors comprising TPG, Platinum Orchid – wholly owned by the Abu Dhabi Investment Authority, and SeaTown Master Fund – managed by an indirect subsidiary of Temasek Holdings.

It gives TCX a valuation of $8.2 billion, equivalent to $105 per share. After the deal, Masan will own 81.4 percent of The CrownX. (Source: MSN)

FPT (FPT Corp.)

FPT has just announced its business results for the first 11 months of the year with revenue of $1.38 billion (+20.6% yoy) and PBT of $254 million (+19.7% yoy). With the above results, the group has fulfilled 92% of the revenue plan and more than 94% of the target of PBT plan 2021 (Source: FPT)

POW (PetroVietnam Power Corp.)

POW announced Nov-2021 revenue reached $62.43 million (-35% yoy) and 11M revenue at $1 billion (-11% yoy). For Dec, POW estimated revenue about $114.56 million (+83% mom). (Source: POW)

DCM (Petro Viet Nam Ca Mau Fertilizer JSC)

DCM: approved the business target of 2022: Revenue: $393.87 million and PAT: $22.3 million, cash dividend 5%. (Source: DCM)

BHN (Hanoi Beer Alcohol And Beverage JSC)

Plan to pay cash dividend for 2020, ratio 23.8%. (Source: HSX)

HVN (Vietnam Airlines)

HVN and Air Lease Corporation (ALC) of the United States have reached an restructuring agreement related to the lease of 18 aircrafts, including 12 Airbus A321Neo and 6 Boeing B787-10 under their current contract.

ALC agreed to directly reduce the leasing price by US$420 million under the current contract, and to cancel aircraft lease contracts previously signed with HVN, with a total value of US$600 million.

Successful negotiations will help HVN significantly save aircraft costs, balance cash flow and overcome difficulties from the COVID-19 pandemic.

VND (VNDirect Securities Corp.)

VND has approved:

Plan to issue 434,944,687 shares to existing shareholders. Exercise ratio 1:1 (each shareholder who owns one share is entitled to one right. One right entitles him to purchase one additional share). Offering price: 10,000 VND/share.

Plan to issue 347,955,749 bonus shares, exercise ratio: 80%.

VCB (Bank for Foreign Trade of Vietnam)

VCB will pay stock dividend for 2019 at ratio 27.6% and cash dividend for 2020 of 12% (VND1,200 per share). Ex-right date is 22 Dec 2021 and payment date is 5 Jan 2022. (Source: HSX)

LPB (Lien Viet Post Joint Stock Commercial Bank)

LPB announced that the state bank approved the shares transferring of VNPost regarding to LPB. Currently, VNPost is holding 122.2 million shares of LPB (10.2%).