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VNI losses 500, again KDC EGM
approves private placement
The VNI falls back below 500 on increased liquidity
KDC: EGM approves share issuance for private placement, ESOP and
FY13 bonus shares. UNDER REVIEW
JVC: 1st trading day of 7.4mn FY12 dividend shares
VNI back to below 500 on increased liquidity
Heavy profit taking on small caps, coupled with the heavyweights losing
ground, sent the VNI tumbling below the 500 benchmark again. In fact the
index has been fluctuating around this level since the beginning of October.
Liquidity shot up to over 106mn shares on the HSX (+30%) and 62mn on the
HNX (+30%), with trading value also improving 20% and 28% respectively.
Continued put through of Vinamilk, plus PNJ, accounted for 10% of total market
activities. Foreigners net bought VND56bn on both bourses, equivalent to 15%
of total market turnover. The VNI landed at 499.9, losing 2.7pts (0.5%) whilst
the HNI retreated 0.1pts (0.2%) at 63.1.
KDC: EGM approves share issuance for private placement, ESOP and
FY13 bonus shares. UNDER REVIEW
Analyst Anh Nguyen: Kinh Do Corp (HSX:KDC) announced the decision of its
extraordinary general meeting on 4 November, according to which KDC will
issue 40mn shares for a private placement, 6.5mn shares for ESOP (at
VND18,000) and will pay FY13 bonus shares at the ratio of 5:1 (after the
private placement and ESOP). The private placement shares will be issued at
maximum 20% discount to average price of 20 trading days before the issue
date (not yet declared) and no less than KDCs book value (VND27,920, as at
end of June 2013), with the lock-up period of 12 months. The proceeds from
the issuance will be used for expansion within new businesses lines, which
have not yet been disclosed. After the private placement, ESOP and 5:1 bonus
shares, KDCs total number of shares will increase by 54.4% to 256.7mn
shares.
KDC has not yet released its 3QFY13 results. Anh is seeking further
information for a review and will issue an update shortly. VCSCs previous
report on 30 August had a BUY rating on KDC with target price of VND62,400.
JVC: 1st trading day of 7.4mn FY12 dividend shares
Today is the first trading day of 7.4mn new shares that Japan Vietnam Medical
Instrument Company (HSX:JVC) issued on 10 October for its FY12 stock
dividend at the ratio of 100:15 (100 existing shares received 15 new shares).
The new number of outstanding shares for JVC now stands at 56.8mn. The
stock retreated 0.5% today, closing at VND18,000.


Pts %
VNI 499.86 (2.66) (0.5)
Volume (m) 106.54 24.69 30.2
Value (VND bn) 1,292.00 209.74 19.4
VN30 559.12 (2.81) (0.5)

Gain/Lag/NC 101 99 103
Limit up/down 18 11
Foreign Net Inflow (VND bn) 49



Pts %
HNI 63.15 (0.13) (0.2)
Volume (m) 61.99 14.24 29.8
Value (VND bn) 413.63 91.09 28.2
HN30 118.45 (0.74) (0.6)

Gain/Lag/NC 111 114 154
Limit up/down 9 6
Foreign Net Inflow (VND bn) 7











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Vietnam Today
Thursday, November 7, 2013
Notable Corporate Actions (8 November 2013)
THG: ex-right date of first dividend advance 2013 in cash (3%) and issuing shares for raising
equity capital from Owners' Equity (4:1).
News Highlights:







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Thursday, November 7, 2013

Market Summary

Ho Chi Minh Stock Exchange (HSX) Hanoi Stock Exchange (HNX)

Transactions Val (VND bn) % of Turnover

Transactions Val (VND bn) % of Turnover

Put-through 116.4 9.0%

Put-through 15.5 3.7%

Foreign activity 199.5 15.4%

Foreign activity 16.6 4.0%

Total Turnover 1,292.0

Total turnover 413.6


Index Movers Ticker Pts to VNI Price % Index Movers Ticker Pts to HNI Price %
Positive to VNI VCB 0.15 0.3% Positive to HNI TAG 0.02 10.0%
Positive to VNI PPC 0.08 1.9% Positive to HNI PTI 0.02 5.0%
Positive to VNI IJC 0.07 5.1% Positive to HNI CTS 0.01 3.1%
Negative to VNI GAS (1.20) (1.6%) Negative to HNI ACB (0.06) (0.6%)
Negative to VNI VNM (0.53) (0.7%) Negative to HNI PVS (0.06) (1.2%)
Negative to VNI PVD (0.32) (3.0%) Negative to HNI VCG (0.03) (1.0%)

Volume
Leaders
Shares
Value
Leaders
VND bn
Volume
Leaders
Shares
Value
Leaders
VND bn
ITA 9,452,560 PPC 67.9 SCR 6,193,800 SCR 41.5
LCG 7,873,950 ITA 60.8 SHB 4,835,800 SHB 34.3
IJC 5,878,130 LCG 50.4 PVL 4,318,000 BVS 23.7
HQC 4,619,880 IJC 48.2 VCG 2,701,000 FIT 20.5
OGC 4,131,110 REE 46.3 PVX 2,625,200 PGS 18.0

Volume Heat
Seekers*
Shares Traded
Today
Avg # Shares
Trade 10 Days
% Change
Volume Heat
Seekers*
Shares Traded
Today
Avg # Shares
Trade 10 Days
% Change
LCG 7,873,950 666,598 1081% PVA 1,582,000 198,950 695%
PXS 1,533,080 217,382 605% BVS 2,177,400 299,850 626%
ASP 289,370 50,804 470% CTS 602,200 109,550 450%
TDC 1,179,980 225,084 424% PVL 4,318,000 828,370 421%
IJC 5,878,130 1,381,863 325% CVN 215,400 53,591 302%
JVC 566,230 139,815 305% SHN 2,060,200 538,208 283%
PTL 744,650 201,829 269% SHS 2,477,100 704,500 252%
DHM 899,270 246,510 265% WSS 293,300 86,300 240%
PET 1,440,440 468,847 207% PVG 558,600 173,370 222%
TIE 218,590 73,574 197% SDT 505,600 160,520 215%

*Stocks with at least 50,000 shares traded today






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Thursday, November 7, 2013



Ho Chi Minh Stock Exchange (HSX) Hanoi Stock Exchange (HNX)

Foreign
Activity
Buy value Sell value Net Inflows
Foreign
Activity
Buy value Sell value Net Inflows
VND billion 199.5 150.6 48.9 VND billion 16.6 10.0 6.6


Daily Sector Performance
Sector %
Weight
on HSX
%
Weight
on HNX
%DoD
on
HSX
%DoD
on
HNX
Auto & Parts 0.9% 0.1% (0.7) 0.0
Banks 22.2% 23.1% (0.1) (0.4)
Basic Resources 3.4% 12.0% 0.3 0.1
Chemicals 2.9% 4.5% (0.1) (0.1)
Const & Materials 1.8% 16.7% (0.2) (0.5)
Financial Services 1.6% 6.1% (1.1) (0.2)
Foods & Beverages 24.5% 2.8% (0.6) 0.8
Healthcare 1.6% 0.9% (0.2) 0.3
Ind Goods & Services 3.3% 4.3% (0.6) 2.0
Insurance 3.5% 6.6% (1.1) 0.4
Media 0.0% 0.9% 0.0 0.7
Oil & Gas 2.0% 8.5% (3.0) (1.1)
Personal & Household 0.9% 1.2% (0.3) 0.1
Real Estate 12.3% 3.0% 0.2 (0.6)
Retail 0.3% 0.5% 0.4 0.0
Technologies 1.8% 0.5% (0.7) 1.2
Travel & Leisure 0.2% 6.0% 0.7 0.2
Utilities 16.7% 2.4% (1.2) 0.1





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Bullish Engulfing pattern with
its low at 56.26 should provide
support





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