Loại báo cáo: | Báo cáo Asean Securities |
Nguồn báo cáo: | Công ty cổ phần chứng khoán Đông Nam Á |
CORPORATE NEWS HTV: To pay cash dividend of 10% VMI: To pay cash dividend of 5% NHA: To pay cash dividend of 10% KDH: Deputy CEO registered to sell 150,000 shares VIETNAM MACROECONOMIC NEWS High consumption to raise steel prices Textile & garment sector needs new development strategy August 17: The central rate of VND/USD is VND 21,842 per US dollar, down VND4 from yesterday August 17: The buying and selling prices of SJC gold touched VND36,62 million and VND36,69 million, respectively INTERNATIONAL NEWS August 16: The Dow industrials rose 0.32 percent, to 18,636.05 August 16: U.S. crude oil rose 1.8 percent, to settle at $46,58 FOREIGNER TRADING STATISTICS Today, foreigners were net-sellers for VND167.41 billion on both HOSE and HNX. On HOSE, foreign investors net sold VND154.85 billion. On HNX, foreign investors registered their net-selling status for VND12.6 billion. Foreigners’ top buying shares on HNX were PTI (600,000 shares), ACM (249,600 shares), CVT (102,000 shares), SPI (98,600 shares) and BVS (88,600 shares). Foreigners’ top selling on HNX shares were SCR (2,825,300 shares), HUT (435,948 shares), VNR (300,100 shares), MBG (167,600 shares) và PVC (118,400 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 [-0.57%], Rubber [+0.47%], Securities [-0.15%], Technology [+1.21%], Oil & Gas [+0.50%], Services [-0.23%], Pharmaceuticals [+2.28%], Building Materials [+1.49%],… Please see the attached file for more details. |