RESEARCH CENTER MARKET RADAR Wednesday, 12 May 2021 BASIC INDICES (unit: %) Price 1D 1M 3M YTD 1Yr. Market Trends: The spectacular sprint VNINDEX 1,269.09 1.04 3.04 13.8 15.0 VN - Index rocketed today after going sideways in major time VN30 1,380.17 1.54 10.13 22.2 28.9 of the trading session when it was up by 13.05 points or HNXINDEX 282.33 0.92 -3.90 25.5 39.0 +1.04% equivalently and closed at 1269.09. Trading value HNX30 424.75 1.76 -5.24 26.1 31.3 UpCom 81.47 0.49 -1.86 26.1 9.4 stayed at VND 20,924bn with 700 mn shares traded. On the other hand, foreign investors aggressively sold VND 631bn MARKET LIQUIDITY (VNDtn, shares) net. Price 1D 1M 3M YTD 1Yr. Turnover 20,924 0.0 46.3 79.6 801.8 The market sharply bounced back in the afternoon sessions Volume 700 0.0 5.9 46.9 348.6 with the lead of large-cap in the VN30 basket. TCB (+4.79%) was the most valued contributor to VN Index, followed by GVR ㅂ KEY RATES (% p.a, bps) Price 1D 1M 3M YTD 1Yr. (+6.93%) and STB (+6.9%). Whereas, the triple V including VIC 조 O/N 1.039 16.20 81.6 -50.4 95.3 (-0.92%), VCB (-0.62%) and VHM (-0.31%) were the top names VN 10Y 2.388 -1.80 -7.1 7.5 -19.1 pulling market down. CN 10Y 3.134 0.30 -7.4 -10.4 -0.5 IND 10Y 6.411 0.00 -2.6 21.4 55.0 According the recent news from the government, Covid-19 TH 10Y 1.771 0.62 -7.9 27.1 34.6 outbreak original place were likely to be under the control. US T10 1.611 -0.65 -2.9 38.5 76.4 Thus, the concerned of the spread seems blurry. Furthermore, MCSI frontier index just added several tickers of Vietnam CURENCIES & COMMODITIES Price 1D 1M 3M YTD 1Yr. market into its basket. All of these may be the reason for the Dollar Index 90.24 0.11 -2.08 -0.19 0.34 market to have a wonderful session today. USD/VND 23,057 0.03 -0.03 0.27 -0.18 EUR/USD 1.21 -0.12 1.97 0.03 -0.67 USD/JPY 108.74 0.11 -0.85 3.81 5.32 USD/CNY 6.44 0.17 -1.72 -0.28 -1.33 Featuring events/news USD/KRW 1,124.65 0.45 0.33 1.61 3.53 WTI 65.82 0.0 11.0 13.0 35.7 Bamboo Airways outstripped other airlines in terms of flight Coal 98.70 0.0 6.0 12.9 22.6 recovery Gold 1,834.35 -0.2 5.2 0.5 -3.4 Iron ore 215.29 0.0 26.4 34.5 148.3 MWG tries to sell bicycles, and will also sell cars and motorcycles if China HRC 6,555 0.0 17.1 45.0 43.3 the sales are good Corn 767 1.0 32.9 41.8 58.5 BDI 3,254 0.0 56.1 147.8 138.2 Shinhan Securities Vietnam | 1 NEWS & COMMENTS Transportation 1) Bamboo Airways outstripped other airlines in terms of flight recovery Trung Hoang According to the Civil Aviation Administration of Vietnam, in the first 4 months of 2021, [email protected] the whole Vietnamese aviation industry exploited 84,431 flights, up 7.5% over the same period last year. Bamboo Airways was the strongest rebound when the number of flights increased to 58.7% with 15,979 flights. Vietnam Airlines had a 5.9% increase in flight numbers; Vietjet Air, Pacific Airlines, and Vasco all recorded a decrease in the number of flights compared to the same period. The rookie - Vietravel Airlines has just taken off since the beginning of 2021, so there are no data to compare. Retail 2) MWG tries to sell bicycles, and will also sell cars and motorcycles if the sales are good An Nguyen [email protected] The CEO revealed another way to boost growth for this group of stores is to restructure the household goods industry. In particular, not only optimizing the area inside the store, recently the company also takes advantage of its yard area to launch new products. "Bicycles put into business are also in the goal of finding opportunities to help The Gioi Di Dong and Dien May Xanh continue to increase sales", said Mr. Hieu Em. This model takes advantage of the excess area in the front yard to set up space to sell products. PLEASE SEE ANALYST CERTIFICATIONS AND DISCLAIMER AT THE LAST PAGE OF THIS REPORT Shinhan Securities Vietnam | 2 Compliance Notice Analyst Certification: We/I hereby certify the information and material presented in this report are accurate expressions of their views, and that we/I have not received internally or externally wrongful pressure to express such views. All opinions and estimates regarding the company and its securities are accurate representations of the covering analyst's judgments as of this date, and may differ from actual results. This report is intended to provide information to assist investment decisions only and should not be used or considered an offer or the solicitation of an offer to sell or to buy any securities. Stock selection and final investment decisions should be made at the client's own discretion. 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