25 May 2017 - VNDIRECT · DAILY MARKET RECAP 25 May 2017 Bloomberg: VNDS FECON JSC (FCN VN) -...

DAILY MARKET RECAP 25 May 2017

Bloomberg: VNDS

Market commentary

Vietnam Stock Markets saw contrary tendencies as investors’ excitement cooled down due to the late retreat of large caps. After escalating higher toward the end of the morning, VN-INDEX suddenly reversed and pulled back sharply throughout the entire afternoon. Notably, following the positive outlook of oil prices, Utilities and Energy sectors extended gains, led by GAS and PVD. Other top performers consisted of CTD, ROS, BVH, MBB, BHS and DXG. However, such rallies were overwhelmed by the dramatic plunge in the majority of blue-chips. Notably, contrary to yesterday’s positive performance, Banking tickers including VCB, CTG, BID and STB suffered miserably under investors’ relentless sell-offs. Additionally, Consumer and Real Estate stocks (especially VNM, VIC, MSN, NVL and PNJ) also slumped and negatively affected the market’s sentiment. Consequently, VN-INDEX sank below its reference threshold and closed at 741.91pts (-0.11%) with 152 winners, 109 losers and 62 unchanged. Meanwhile, HNX-INDEX managed to maintain its movement in green during the whole session before landing at 93.47pts (+0.54%) with 113 advancers, 76 decliners and 193 unchanged.

Most sectors increased, led by Information Technology (+2.1%), Utilities (+0.99%), and Industrials (+0.65%). Only Financials (-0.71%), Consumer Staples (-0.40%), and Real Estate (-0.21%) decreased. Top index laggards included VCB (-1.72%), VNM (-0.99%), CTG (-1.82%), VIC (-1.11%), and MSN (-1.15%). Top movers showed GAS (+1.75%), CTD (+4.48%), ROS (+1.19%), BVH (+1.39%), and MBB (+1.60%). Besides, SAB with around 2mn shares (VND381.6bn) was the biggest block trade, followed by NVL with 1.55mn shares (VND104.8bn) and AAA with 2.2mn shares (VND76.2bn).

Foreigners net sold both exchanges with total net-selling value of VND30.7bn. They mainly sold SAB (VND387.3bn), VIC (VND47.6bn), and MSN (VND35.2bn) while bought SAB (VND384.9bn), VNM (VND32.1bn), and MBB (VND30.2bn).

Snapshot HOSE HNX

Close (pts) 741.9 93.5

1 Day change (%) -0.11 0.54

Volume (mn shs) 205.9 68.3

Value (US$mn) 224.1 32.9

Gainers 152 113

Losers 109 76

Unchanged 62 193

Commodities & Currencies Close %chg

Gold(USD/Oz) 1,256 0.20

WTI Oil ($/B) 1Mth 50.1 -2.41

Brent Oil ($/B) 1Mth 52.8 -2.21

USDVND 22,687 -0.03

EURVND 25,530 0.02

Source: Bloomberg

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

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

Consumer Discretionary 0.06% 0.39 14.52 4.34 China 3,485.7 1.80 15.40 1.80 3,553

Consumer Staples -0.40% 7.72 23.72 7.22 India 9,509.8 1.59 22.4 2.97 1,022

Energy 0.36% 3.68 13.44 2.98 Indonesia 5,703.4 -0.47 23.3 2.44 469

Financials -0.71% 4.11 19.86 1.92 Laos 1,025.9 1.77 14.13 0.86 1

Health Care 0.34% 0.47 21.02 4.05 Malaysia 1,774.0 0.17 17.2 1.90 249

Industrials 0.65% 1.29 38.60 5.31 Philippines 7,871.7 0.43 21.6 2.47 189

IT 2.10% 0.94 11.59 2.18 Taiwan 10,108.5 0.64 15.7 1.68 986

Materials 0.38% 0.92 8.98 1.67 Thailand 1,569.4 0.21 16.0 1.89 452

Real Estate -0.21% 3.44 27.56 3.11

Utilities 0.99% 4.73 14.00 2.47 Vietnam 741.9 -0.11 16.1 2.24 80

Source: Bloomberg Source: Bloomberg

740741742743744745746747

VN-INDEX

92.9

93.2

93.5

93.8

94.1

HNX-INDEX


Bloomberg: VNDS

Market News

Oil weakened after OPEC was said to agree to extend output cuts for another nine months,

disappointing investors who had hoped for more. Futures dropped as much as 2.3% in New

York. OPEC has agreed to extend its supply deal for another nine months beyond June, said a

delegate familiar with the matter, who asked not to be identified because the meeting hasn’t yet

concluded. The curbs are working, and a nine-month extension “is a very safe and almost certain

option to do the trick,” Saudi Oil Minister Khalid Al-Falih said before the ministerial meeting in

Vienna Thursday. The OPEC will empower its monitoring committee to recommend “further

interventions” if needed, Al-Falih said. Libya and Nigeria, which have boosted output since the

curbs started in January, will continue to be exempt from production cuts, he said. (Bloomberg)

Japan has become the Vietnam’s biggest shrimp importer in 1Q2017, citing the Vietnam

Association of Seafood Exporters and Producers (VASEP). According to VASEP’s Q1 statistics,

Vietnam’s shrimp exports to Japan reached US$135.4mn (+29.6% YoY) thanks to the rise of the

Yen, which had encouraged Japanese firms to import more shrimp, and the changes in tastes of

Japanese consumers who now prefer cheaper aquatic products to salmon, tuna and cuttlefish.

Moreover, although Vietnamese shrimps are exported to Japan at a high price of US$12/kilo on

average compared to Indonesia’s rate of US$11 and Thailand’s rate of US$10, they are still

favored in Japan thanks to their improved quality. For more information, Vietnam’s top ten

importers were Japan, EU, the US, China, South Korea, Canada, Australia, ASEAN, Taiwan and

Switzerland, which make up 95.4% of the country’s shrimp export value during Q1. (Dtinews.vn)

Total FDI in Vietnam reached US$11bn (+41% YoY) from the outset of the year, said the Foreign

Investment Agency under the Ministry of Planning and Investment (MPI). Accordingly, more than

39,580 enterprises (+14% YoY in number of newly-established businesses) were set up in the first

five months of the year with total registered capital of nearly VND370trl, equivalent to

US$16.3bn (+48.9% YoY in capital). This is the result of improving business climate and

competitive and business development. (En.vietnamplus.vn)

Corporate News

Petrovietnam Ca Mau Fertilizer JSC (DCM VN) – key personnel change: On May 24, DCM

appointed Mr. Nguyen Tuan Anh as new Vice CEO starting from Jun 01. (Cafef.vn)

Rang Dong Plastic JSC (RDP VN) - dividend payment: May 29 and May 30 will be the ex-date and

record date, correspondingly, for receiving 2016 cash dividend of VND1,612/share (est. 2016

dividend yield of 9.8%). The payment is expected on Jun 15. (Vsd.vn)

Thien Long Group Corporation (TLG VN) – key personnel change: On May 24, TLG’s BoD

appointed Mr. Co Gia Tho as new Chairman and the legal representative in 2017-2021 period.

Besides, TLG also appointed Mr. Tran Kim Thanh as Vice Chairman for the same period.

(Vietstock.vn)


Bloomberg: VNDS

FECON JSC (FCN VN) - shareholder’s activity: Mr. Nguyen Van Thanh - a FCN’s Director - has

registered to sell 30,000 FCN shares (0.07%) via order-matching method from May 29 to Jun 27.

If successful, he will reduce his stake from 45,613 shares (0.1%) to 13,613 shares (0.03%).

(Vietstock.vn)

Khang Dien House Trading And Invest JSC (KDH VN) - shareholders’ activities: On May 22,

Vietnam Investment Property Limited sold 550,004 KDH shares via put-through method, thereby

decreasing its stake from 3,487,484 shares (1.49%) to 2,937,480 shares (1.26%). Moreover,

Venner Group Limited successfully purchased 1.4mn KDH shares and raised the stake of the

group of related shareholders from 36,555,516 shares (15.62%) to 37,955,516 shares (16.22%)

from May 24. (Hsx.vn)

NoVaLand Investment Group Corporation (NVL VN) – business activity: NVL receives 30-month

loan package of US$30mn from Maybank and VietinBank Filiale Deutschland, a branch in

Germany of Vietnam Joint Stock Commercial Bank for Industry and Trade (CTG VN), news

website reports, without attribution. (Bloomberg)

Dry Cell and Storage Battery JSC (PAC VN) - adjusted 2016 business results: PAC’s BoD has

announced the adjustments of the company’s 2016 financial statements. Specifically, while net

revenue remained unchanged at VND2.291trl (+9.4% YoY), COGS decreased by VND31.4bn

compared to the previous report’s to VND1.865trl. Thus, gross profit hit VND426bn (+7.9% vs.

the original figure). Moreover, selling expenses and admin expenses were reported at

VND146.7bn (-15.3% vs. the original figure) and VND45.1bn (-30.9% vs. the previous figure),

respectively. Therefore, EAT hit VND187.7bn (+54.7% vs. previous figure and +107.5% YoY).

Besides, the adjusted business results also reported a payroll fund reduction of VND43.9bn and

an exclusion of provision for unemployment compensation of VND33.9bn. (Ndh.vn)

Vietnam Stone Work - Top Fabrication JSC (STV VN – UPCOM) – shareholders’ activities: A & A

Green Phoenix JSC (Phenikaa) bought 650,000 STV shares on May 18, thus raising its stake from

3,292,350 shares (50.55%) to 3,942,350 shares (60.53%). On the same day, Vicostone JSC (VCS

VN) fully divested its stake of 2,044,800 STV shares (31.4%) via put-through method. (Hnx.vn)

Vietnam National Reinsurance Corporation (VNR VN) – dividend payment and shareholder’s

activity: May 31 and Jun 01 will be the ex-date and the record date, respectively, for receiving

2016 cash dividend of VND1,200/share (est. 2016 dividend yield of 4.7%). The payment will be

made from Jun 16. Besides, Bao Viet Investment Value Fund - which relates to VNR’s Vice

Chairman Phan Kim Bang - bought 415,900 VNR shares out of 4,275,500 shares registered from

Apr 25 to May 19. After such transaction, Bao Viet Investment Value Fund raised its holding in

VNR from 8,786,100 shares (6.7%) to 9,202,000 shares (7.02%). (Vsd.vn)

Visaco Mineral and Investment JSC (VMI VN) – shareholder’s activity: Kim Cuong Investment

JSC sold 106,700 VMI shares on May 17, thus decreasing its ownership to 4.38% (479,500 shares)

and no longer being VMI’s major shareholder. (Hnx.vn)

An Phu Irradiation JSC (APC VN) – shareholder’s activity: Chairwoman cum CEO Vo Thuy Duong

has registered to buy 100,000 APC shares from May 29 to Jun 27 via order-matching and put-

through methods. If successful, she will lift her ownership in APC to 2,919,390 shares. (Hsx.vn)


Bloomberg: VNDS

Binh Dien Fertilizer JSC (BFC VN) - dividend payment: Jun 09 and Jun 12 will be the ex-date and

record date, respectively, for receiving the second 2016 cash dividend of VND1,000/share (est.

2016 dividend yield of 7.3%). The payment will be made from Jun 24. (Vietstock.vn)

SaiGon Thuong Tin Real Estate JSC (SCR VN) - bond private placement: SCR’s BoD has approved

the plan to privately issue VND300bn worth of 12-month non-convertible bonds with the face

value of VND1bn/bond to a maximum of 100 local and foreign investors within 2Q2017. The

bond bears an interest rate of 11%/year, which will be paid every 3 months. (Hsx.vn)

VietNam Fumigation JSC (VFG VN) – bonus share issuance: Jun 15 and Jun 16 will be the ex-date

and record date, respectively, for receiving VFC bonus shares. Accordingly, VFG will issue nearly

5.5mn bonus shares to existing shareholders at the ratio of 10:3. Following the issuance, the

firm’s chartered capital will be increased from VND182.9bn to VND237.7bn. Notably, the

issuance will be funded by the surplus capital and the development and investment funds as of

Dec 31, 2016. (Hsx.vn)

Vietnam Prosperity JS Commercial Bank (VPBank - unlisted)- pre-listing private placement:

VPBank plans to raise minimum of US$200mn through a pre-listing placement to boost market

cap by 10% to US$2bn, saying Mr. To Hai - CEO of Viet Capital Securities JSC, the adviser and

bookrunner for VPBank - in an interview. Accordingly, VPBank will conduct some private

roadshows in Hong Kong, Thailand, Singapore, Paris and London for the share sale in June (share

price is not announced). The pre-listing private placement will be completed in mid-July.

Moreover, VPBank expects to list its shares on Ho Chi Minh City Stock Exchange (HOSE) in

September. (Bloomberg)

Viet Capital Securities JSC (VCSC - unlisted)- pre-listing private placement: VCSC is conducting a

pre-listing placement as the firm seeks to raise about US$30mn before its August listing,

according to CEO Mr To Hai. Specifically, 80% of investors taking part in the placement are

foreign financial institutions and VCSC’s clients. Moreover, the private placement will be

completed in mid-July. Besides, VSCS also plans to seek market capitalization of about US$220mn

to US$280mn via the stock listing on Ho Chi Minh City Stock Exchange (HOSE) in August.

(Bloomberg)

Cuu Long An Giang Fish JSC (ACL VN) – 2017 AGM resolution: According to 2017 AGM’s

resolution, the shareholders approved its 2016 business results with VND1.289trl in revenue and

VND24bn in EAT (completing 99% and 96%, respectively, of the annual target). The company also

set its 2017 business plan with VND1.3trl in total revenue and VND25bn in EBT. (Fpts.com.vn)


Bloomberg: VNDS

MARKET MOVEMENTS

HOSE HNX Top gainers VND Top gainers VND Ticker Last

Price Chg %chg Vol. Index

impact

Ticker Last Price

Chg %chg Vol. Index impact

RIC 8,560 560 7.0 520 0.007 C92 9,900 900 10.0 100 0.000

BBC 110,200 7,200 7.0 3,760 0.046 DC4 7,800 700 9.9 51,800 0.000

HAS 8,430 550 7.0 67,760 0.002 PMC 80,000 7,100 9.7 2,400 0.000

VRC 29,300 1,900 6.9 156,750 0.011 BXH 18,100 1,600 9.7 200 0.000

SGT 11,600 750 6.9 136,100 0.023 DHT 74,000 6,500 9.6 93,200 0.000

Top losers VND Top losers VND Ticker Last


impact

Ticker Last Price


SC5 30,300 -2,250 -6.9 4,030 -0.014 DNC 24,300 -2,700 -10.0 18,400 0.000

SII 25,100 -1,850 -6.9 170 -0.045 SJE 22,500 -2,500 -10.0 800 0.000

HOT 26,150 -1,850 -6.6 1,620 -0.006 VE1 8,500 -900 -9.6 20 0.000

PNC 13,000 -900 -6.5 70 -0.004 L44 1,900 -200 -9.5 10,600 0.000

DHM 9,650 -650 -6.3 4.08MLN -0.007 HBS 2,900 -300 -9.4 400 0.000

Top index movers VND Top index movers VND Ticker Last


impact

Ticker Last Price


GAS 58,100 1,000 1.8 940,320 0.797 PVS 17,500 400 2.3 2.97MLN 0.100

CTD 210,000 9,000 4.5 180,420 0.289 SHB 7,100 100 1.4 15.78MLN 0.097

ROS 127,500 1,500 1.2 5.25MLN 0.268 DBC 28,500 1,000 3.6 173,300 0.060

BVH 58,300 800 1.4 543,640 0.227 DHT 74,000 6,500 9.6 93,200 0.059

MBB 19,100 300 1.6 5.17MLN 0.214 VCG 18,300 400 2.2 2.65MLN 0.049

Top index laggers VND Top index laggers VND Ticker Last


impact

Ticker Last Price


VCB 37,100 -650 -1.7 1.69MLN -0.973 ACB 25,100 -100 -0.4 4.48MLN -0.086

VNM 150,000 -1,500 -1.0 619,520 -0.906 SHS 11,000 200 -5.2 2.61MLN -0.057

CTG 18,900 -350 -1.8 2.22MLN -0.542 PTI 24,000 -2,000 -7.7 3,800 -0.045

VIC 40,050 -450 -1.1 1.82MLN -0.494 SJE 22,500 -2,500 -10.0 800 -0.024

MSN 43,000 -500 -1.2 962,430 -0.239 VC3 31,200 -800 -2.5 764,100 -0.023

Top active volume VND Top active volume VND Ticker Last


impact

Ticker Last Price


HQC 3,600 60 1.7 13.89MLN 0.011 SHB 7,100 100 1.4 15.78MLN 0.000

BID 19,100 -150 -0.8 8.56MLN -0.213 ACB 25,100 -100 -0.4 4.48MLN 0.000

KSA 1,880 90 5.0 6.80MLN 0.003 PVS 17,500 400 2.3 2.97MLN 0.000

SCR 12,050 100 0.8 6.53MLN 0.009 HUT 12,400 300 2.5 2.82MLN 0.000

FLC 7,360 10 0.1 6.49MLN 0.003 PVX 2,200 0 0.0 2.78MLN 0.000

Source: Bloomberg


Bloomberg: VNDS

FOREIGN ACTIVITIES

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

F.BUY 13.7 23.7% 0.7 -74.7% BUY 741 70.0% 12 -65.5%

% of market 6.6% 1.5% % of market 14.7% 1.7%

F.SELL 14.6 10.7% 0.7 -0.2% SELL 771 22.8% 13 27.6%


NET BUY (SELL) (0.9) 0.0 NET BUY (SELL) (30) (1)

Source: HSX, HNX

2017 ACCUMULATION

Volume (Mn'shs) HOSE % of 2016 HNX % of 2016 Value (VND'bn) HOSE % of 2016 HNX % of 2016

BUY 1,006.3 40.9% 109.7 27.8% BUY 44,584 48.9% 1,655 26.6%


SELL 1,082.6 40.5% 104.8 31.9% SELL 38,479 38.9% 1,445 28.4%


NET BUY (SELL) (76.2) 4.9 NET BUY (SELL) 6,105 210

Source: HSX, HNX

(300)

(200)

(100)

0

100

200

300

400

500

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

HOSE HNX


Bloomberg: VNDS

FOREIGN ACTIVITIES

HOSE HNX

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

SAB 191,000 0 0.00 384.9 0.000 PVS 17,500 400 2.34 4.4 0.000

VNM 150,000 -1,500 -0.99 32.1 -0.906 DBC 28,500 1,000 3.64 2.3 0.000

MBB 19,100 300 1.60 30.2 0.214 BVS 18,700 0 0.00 0.6 0.000

HCM 44,500 1,200 2.77 25.8 0.065 LHC 62,500 900 1.46 0.5 0.000

HSG 50,700 -800 -1.55 25.5 -0.067 CTS 10,600 100 0.95 0.4 0.000

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


impact

Ticker Last Price


SAB 191,000 0 0.00 387.3 0.000 VCG 18,300 400 2.23 5.4 0.000

VIC 40,050 -450 -1.11 47.6 -0.494 PVS 17,500 400 2.34 2.7 0.000

MSN 43,000 -500 -1.15 35.2 -0.239 DHT 74,000 6,500 9.63 2.1 0.000

MBB 19,100 300 1.60 30.2 0.214 NET 29,400 400 1.38 1.0 0.000

VNM 150,000 -1,500 -0.99 24.5 -0.906 VIT 28,000 -400 -1.41 0.5 0.000

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


impact

Ticker Last Price


HBC 62,900 300 0.48 21.7 0.012 DBC 28,500 1,000 3.64 2.3 0.000

HSG 50,700 -800 -1.55 21.4 -0.067 PVS 17,500 400 2.34 1.7 0.000

HCM 44,500 1,200 2.77 18.4 0.065 BVS 18,700 0 0.00 0.6 0.000

PHR 33,900 1,300 3.99 11.0 0.044 LHC 62,500 900 1.46 0.4 0.000

HPG 29,350 0 0.00 10.0 0.000 CTS 10,600 100 0.95 0.4 0.000

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


impact

Ticker Last Price


VIC 40,050 -450 -1.11 -38.3 -0.494 VCG 18,300 400 2.23 -5.1 0.000

MSN 43,000 -500 -1.15 -20.4 -0.239 DHT 74,000 6,500 9.63 -2.0 0.000

KDC 44,000 2,000 4.76 -14.1 0.214 NET 29,400 400 1.38 -1.0 0.000

NT2 28,000 -400 -1.41 -13.0 -0.048 VIT 28,000 -400 -1.41 -0.5 0.000

BVH 58,300 800 1.39 -11.5 0.227 SPI 2,700 0 0.00 -0.3 0.000

Source: Bloomberg, HOSE, HNX


TOP 70 MARKET CAPS SNAPSHOT ON HOSE

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

VND 1M 3M 6M US$mln Mln'shs % % (30 days-shs) T12M Diluted 1Y Gr. x x % %

1 VNM VM 150,000 4.6 13.7 11.5 9,596 1,451 57.8 45.0 772,793 6,281 5,831 19.9 23.9 8.8 38.3 33.7

2 VCB VM 37,100 5.7 -0.9 3.6 5,883 3,598 22.9 9.3 1,141,803 1,668 1,566 6.0 22.2 2.7 12.4 1.0

3 SAB VM 191,000 -4.0 -15.9 N/A 5,399 641 10.4 39.2 32,799 7,265 6,442 37.3 26.3 9.8 35.2 22.9

4 GAS VM 58,100 8.2 -5.8 -14.6 4,900 1,913 4.2 46.1 494,523 4,119 3,548 -18.8 14.1 2.7 19.1 13.1

5 VIC VM 40,050 -0.7 -11.5 -5.8 4,656 2,638 52.3 19.1 716,519 1,255 1,178 111.2 31.9 3.8 10.5 1.6

6 PLX VM 59,000 30.7 N/A N/A 3,365 1,294 100.0 10.7 N/A 4,254 4,254 43.0 13.9 3.4 27.7 8.9

7 CTG VM 18,900 10.5 4.7 16.3 3,102 3,723 15.8 0.0 1,067,402 1,867 1,457 20.6 10.1 1.2 12.0 0.8

8 BID VM 19,100 16.8 14.7 20.1 2,878 3,419 4.7 28.7 4,007,867 1,843 1,354 -5.1 10.4 1.5 14.6 0.7

9 ROS VM 127,500 -22.3 -13.1 1.2 2,417 430 27.2 48.0 6,137,084 1,136 1,136 N/A 112.2 11.2 11.7 7.4

10 MSN VM 43,000 -5.5 3.1 -5.1 2,157 1,138 32.2 18.8 377,400 2,467 1,641 86.5 17.4 3.2 18.1 4.1

11 VJC VM 126,000 -1.6 N/A N/A 1,790 322 61.0 5.6 285,164 8,726 8,726 -24.9 14.4 8.4 68.7 14.3

12 BVH VM 58,300 1.7 -2.2 -6.1 1,749 680 29.1 24.3 228,519 1,641 1,651 10.9 35.5 3.0 8.5 1.6

13 NVL VM 67,200 -7.9 2.9 N/A 1,746 589 33.8 38.8 467,986 3,396 3,059 N/A 19.8 4.4 23.1 5.3

14 HPG VM 29,350 -1.5 8.8 5.4 1,635 1,264 50.7 12.3 3,645,878 5,944 4,775 82.3 4.9 1.7 40.9 24.1

15 MBB VM 19,100 28.2 35.0 43.1 1,442 1,713 49.8 0.0 1,779,096 1,811 1,715 -6.3 10.5 1.3 12.7 1.3

16 MWG VM 98,300 20.2 18.4 20.6 1,333 308 70.4 0.0 349,312 5,709 4,974 40.3 17.2 6.9 47.1 15.6

17 FPT VM 42,600 7.3 6.5 11.5 997 531 73.4 0.0 956,775 3,538 3,413 2.9 12.0 2.3 19.8 7.8

18 STB VM 12,400 11.7 20.4 53.1 986 1,804 92.7 15.8 4,947,333 233 207 -77.1 53.1 1.0 1.8 0.1

19 BHN VM 80,200 -4.5 -27.7 N/A 819 232 100.0 31.6 6,568 3,236 3,236 -9.6 24.8 3.3 13.8 8.0

20 CTD VM 210,000 3.1 3.4 24.4 713 77 89.1 4.6 104,465 20,854 20,894 88.6 10.1 2.5 28.1 15.5

21 EIB VM 11,500 0.0 8.5 18.8 623 1,229 75.6 0.7 244,152 343 251 661 34 1 2.3 0

22 DHG VM 157,600 17.3 36.0 58.4 606 87 32 0.0 99,835 7,212 6,993 22 22 4.5 22 20

23 SSI VM 26,250 18.5 23.2 30.6 567 490 57.0 44.2 3,700,764 2,133 1,698 2 12 1.8 13 7

24 REE VM 33,450 28.7 26.2 54.1 457 310 48.3 0.0 1,622,039 4,274 3,526 27.9 7.8 1.4 16.2 10.4

25 HSG VM 50,700 7.4 4.9 7.0 447 200 54.8 19.7 1,352,732 9,222 7,350 120.2 5.5 2.2 43.4 15.4

26 CII VM 39,300 7.7 10.9 31.9 418 241 54.7 8.8 1,439,038 7,950 3,191 10 5 2.7 24 7

27 PNJ VM 95,900 11.5 25.9 37.0 415 98 70.3 0.0 218,312 5,654 4,383 671.7 17.0 6.3 30.6 13.7

28 KDC VM 44,000 12.2 16.1 25.4 399 206 49.8 39.9 311,937 5,672 5,714 -74.7 7.8 1.5 21.0 15.1

29 DPM VM 22,400 -2.6 -8.0 -19.4 386 391 35.2 29.4 916,341 2,394 2,452 -25.6 9.4 1.1 12.4 11.1

30 HNG VM 11,300 -1.3 31.4 54.2 382 767 32.1 48.5 2,832,542 -1,252 -1,273 N/A N/A 0.8 -9.5 -3.0

31 NT2 VM 28,000 -7.4 -11.8 -16.4 355 288 27.9 27.1 300,925 3,508 3,701 -5.0 8.0 1.6 22.0 8.8

32 HT1 VM 21,000 -5.4 6.6 -7.1 353 382 20.0 40.6 403,850 2,062 2,121 -0.2 10.2 1.5 16.7 6.8

33 BMP VM 174,000 -7.4 -7.6 -10.8 349 45 61.8 1.4 73,828 11,637 13,796 20.9 15.0 3.4 29.1 23.5

34 KBC VM 16,500 10.7 15.0 9.6 342 470 72.6 15.0 3,348,233 1,361 1,186 -11.6 12.1 1.0 7.5 3.9 35 TCH VM 21,300 9.5 29.9 14.3 341 363 52.5 49.0 2,216,701 1,407 1,407 N/A 15.1 1.7 N/A N/A


Bloomberg: VNDS

(Continued)

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

VND 1M 3M 6M US$mln Mln'shs % % (30 days-shs) T12M Diluted 1Y Gr. x x % %

36 GMD VM 42,000 29.8 23.9 52.7 332 179 95.6 0.0 952,995 2,196 2,009 -4.2 19.1 1.5 7.3 4.1

37 SBT VM 28,450 17.3 17.8 17.6 318 253 53.0 42.2 2,365,568 1,111 1,148 29.3 25.6 2.5 9.0 4.4

38 DCM VM 13,250 17.8 23.8 22.7 309 529 24.3 47.5 4,180,518 1,416 1,011 N/A 9.4 1.2 9.6 4.5

39 HAG VM 8,800 3.2 16.1 39.0 306 790 54.6 35.6 5,661,599 -1,279 -1,291 N/A N/A 0.5 -7.2 -2.0

40 PPC VM 20,400 18.6 21.4 27.5 286 318 15.0 32.9 119,798 2,665 1,724 -2.2 7.7 1.2 15.3 8.5

41 PVD VM 16,750 -9.5 -27.3 -26.5 283 383 48.1 24.1 2,195,724 -356 224 -94.1 N/A 0.5 1.0 0.5

42 KDH VM 27,200 9.2 24.2 35.3 281 234 49.8 2.7 197,592 1,658 1,587 55.3 16.4 1.8 11.0 4.5

43 QCG VM 22,800 232.8 400.0 484.6 276 275 37.0 48.8 625,961 256 253 191.0 89.0 1.6 1.0 0.5

44 HBC VM 62,900 20.7 18.5 113.2 265 95 71.9 26.3 1,801,064 7,190 5,346 539.6 8.7 3.7 41.0 6.1

45 BHS VM 20,050 34.6 93.6 77.4 263 298 77.9 41.2 2,681,543 1,312 1,546 30.6 15.3 1.5 11.6 5.4

46 HCM VM 44,500 43.8 43.1 65.7 254 130 39.5 49.7 794,955 2,624 2,395 49.9 17.0 2.4 13.0 9.1

47 DXG VM 20,000 1.3 32.6 60.9 252 286 81.0 21.4 4,880,682 2,603 2,555 29.6 7.7 1.8 22.3 11.8

48 PDR VM 23,500 5.1 78.3 87.3 230 222 38.3 48.1 575,252 1,121 1,033 28.1 21.0 2.2 9.8 2.9

49 VHC VM 55,300 4.1 13.1 17.4 225 92 25.5 62.7 54,343 6,096 5,922 80.9 9.1 2.1 25.4 12.9

50 FLC VM 7,360 -1.9 -5.6 18.3 207 638 86.2 37.9 16,839,860 1,818 1,795 -8.0 4.0 0.6 14.0 7.4

51 BIC VM 38,900 -2.8 -2.8 8.1 201 117 99.7 1.4 6,036 1,129 1,083 -27.2 34 2.2 6 3

52 VCF VM 167,400 -1.5 -3.8 -1.5 196 27 30.7 19.3 240 12,978.0 14,450 30.0 12.9 2.1 19.4 13.4

53 LGC VM 22,750 -7.3 -24.0 -9.0 193 193 N/A 4.0 2,223 1,608 1,698 -49.5 14.1 1.8 13.3 4.2

54 PGD VM 48,500 7.8 24.4 16.3 192 90 49.5 45.7 89,285 1,769 2,313 -37.5 27 3.2 17 8

55 TRA VM 105,000 7.2 7.7 9.6 192 41 58.1 1.1 10,507 4,867 5,081 29.0 22 4.7 23 16

56 GTN VM 17,000 13.3 -21.7 -6.6 187 250 18.2 50.0 975,475 142 104 -86.3 120 1.5 0.9 0.6

57 PAN VM 41,000 -4.3 -6.6 -3.3 185 102 59.8 54.1 4,494 1,763 2,489 -1.9 23.3 1.8 11.4 6.9

58 DMC VM 116,000 33.0 47.8 47.8 178 35 46.3 38.3 21,605 5,224 4,856 44.3 22 4.6 20 16

59 TLG VM 103,800 0.6 2.8 -0.2 175 38 25.6 21.0 810 5,658 5,514 24.9 18 4.3 24 18

60 PVT VM 14,000 9.4 8.5 13.8 174 281 48.9 23.3 717,579 1,438 1,321 12.9 10 1.1 11 4

61 NLG VM 27,450 -2.0 22.0 19.3 172 142 56.0 7.2 863,470 2,321.7 2,149 70 11.8 1.5 14.3 6.1

62 DRC VM 30,100 2.4 -6.1 -5.6 158 119 39.4 20.2 400,041 3,177.6 3,327 -8.2 9.5 2.3 24.3 13.3

63 VSH VM 17,300 11.6 7.5 10.9 157 206 69.3 33.7 119,420 1,549 1,219 2.4 11.2 1.3 9.2 4.6

64 ITA VM 3,540 10.6 -16.9 -31.4 146 938 69.3 37.5 6,556,360 49 43 -74 72.3 0.3 0.4 0.3

65 PC1 VM 42,300 11.0 19.2 14.3 140 75 67.0 21.9 125,317 4,064 4,064 -55.7 10.4 1.6 18.8 7.9

66 NKG VM 31,550 9.3 29.1 24.2 138 99 26.4 12.2 673,405 7,479 6,850 286.2 4.2 2.0 46.3 10.3

67 CAV VM 53,900 -10.5 -4.3 -5.6 137 58 51.4 45.7 58,660 4,626 4,380 43.2 11.7 4.1 30.0 11.3

68 ASM VM 14,100 -7.2 -7.8 -7.8 137 220 59.3 45.9 1,492,593 741 787 27.8 19.0 1.2 6.9 3.9

69 SJS VM 30,800 12.8 19.8 23.2 134 99 41.1 37.3 400,354 1,680 1,807 -20.5 18.3 1.5 8.8 3.1

70 PTB VM 135,100 11.0 3.1 13.7 129 22 59.5 37.4 42,057 10,215 10,636 58.8 13.2 3.8 35.7 17.4

Source: Bloomberg


Bloomberg: VNDS

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