Loại báo cáo: | Báo cáo Asean Securities |
Nguồn báo cáo: | Công ty cổ phần chứng khoán Đông Nam Á |
CORPORATE NEWS VHC: Red River Holding registered to sell 500,000 shares TFC: Finance Director registered to purchase 100,000 shares GIL: Nguyen Sai Gon Co., Ltd registered to sell 300,000 shares DIG: Chairman of the BOD registered to purchase 500,000 shares VIETNAM MACROECONOMIC NEWS Gov’t aims to lift agricultural exports Cap of 5% inflation in new economic plan August 15: The central rate of VND/USD is VND 21,847 per US dollar, down VND2 from last week August 15: The buying and selling prices of SJC gold touched VND36,52 million and VND36,60 million, respectively INTERNATIONAL NEWS August 12: The Dow industrials fell 0.2 percent, to 18,576.47 August 12: U.S. crude oil rose 2.3 percent, to settle at $44,49 FOREIGNER TRADING STATISTICS Today, foreigners were net-sellers for VND207.24 billion on both HOSE and HNX. On HOSE, foreign investors net sold VND207.67 billion. On HNX, foreign investors registered their net-buying status for VND0.4 billion. Foreigners’ top buying shares on HNX were TNG (321,000 shares), DLR (220,000 shares), BVS (97,100 shares), PVS (80,000 shares) and VND (51,000 shares). Foreigners’ top selling on HNX shares were PVC (234,100 shares), AAA (187,200 shares), VCG (100,000 shares), PGT (73,500 shares) and PVS (72,500 shares). TECHNICAL ANALYSIS Analysis: Based on the moving of technical indicators, we believe that Vn-Index will test the nearest resistance range 680 – 700. Recommendation: In a negative scenario, when the index may correct, the nearest support range of Vn-Index is forecast at 640 – 660, where traders can take T+ buying for the short-term position. In a positive scenario, when the index may rebound, the nearest resistance range of Vn-Index is forecast at 680 – 700, where traders can sell a part of the existing short-term portfolio. Based on Kelly formula, the recommended proportion of the portfolio is 30% cash/ 70% stocks. INDUSTRY PERFORMANCE Real estate [+0.48%], Rubber [+0.02%], Securities [+0.53%], Technology [+0.02%], Oil & Gas [+0.47%], Services [+0.41%],… Please see the attached file for more details. |