Loại báo cáo: | Báo cáo Asean Securities |
Nguồn báo cáo: | Công ty cổ phần chứng khoán Đông Nam Á |
CORPORATE NEWS DPR: To pay third cash dividend of 15% TMT: To pay stock dividend of 10% CTT: To pay cash dividend of 8% HPG: To pay cash and stock dividend of 30% VIETNAM MACROECONOMIC NEWS Australia launches anti-dumping investigation into Vietnam’s aluminium Woodchip Exports tumble in first six months August 18: The central rate of VND/USD is VND 21,857 per US dollar, up VND15 from yesterday August 18: The buying and selling prices of SJC gold touched VND36,64 million and VND36,72 million, respectively INTERNATIONAL NEWS August 17: The Dow industrials rose 0.32 percent, to 18,636.05 August 17: U.S. crude oil rose 0.5 percent, to settle at $46,79 FOREIGNER TRADING STATISTICS Today, foreigners were net-sellers for VND249.2 billion on both HOSE and HNX. On HOSE, foreign investors net sold VND250.49 billion. On HNX, foreign investors registered their net-buying status for VND1.3 billion. Foreigners’ top buying shares on HNX were BVS (356,100 shares), VND (267,400 shares), PVS (157,800 shares), NDX (28,800 shares) and SHB (23,000 shares). Foreigners’ top selling on HNX shares were HUT (334,500 shares), VNR (150,000 shares), BVS (56,000 shares), VND (42,000 shares) and SCR (40,000 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 [-0.49%], Rubber [-0.41%], Securities [-0.36%], Technology [-0.19%], Oil & Gas [+0.31%], Services [-0.24%], Pharmaceuticals [-1.33%], Building Materials [+0.42%], Mining [-0.03%],… Please see the attached file for more details. |