Loại báo cáo: | Báo cáo Asean Securities |
Nguồn báo cáo: | Công ty cổ phần chứng khoán Đông Nam Á |
CORPORATE NEWS SAM: Phu Tho Tourist JSC registered to purchase 3 million shares VPH: Chairman’s daughter registered to purchase 2.4 million shares DST: Member of the BOD registered to sell 630,403 million shares RIC: Member of the BOD’s sister registered to purchase 240,000 shares VIETNAM MACROECONOMIC NEWS Tariffs fail to reduce cheap steel VAMC can meet debt recovery target this year August 23: The central rate of VND/USD is VND 21,886 per US dollar, up VND11 from yesterday August 23: The buying and selling prices of SJC gold touched VND36,52 million and VND36,59 million, respectively INTERNATIONAL NEWS August 22: The Dow industrials fell 23.15 percent, to 18,529.42 August 22: U.S. crude oil fell 3 percent, to settle at $47,05 FOREIGNER TRADING STATISTICS Today, foreigners were net-sellers for VND171.29 billion on both HOSE and HNX. On HOSE, foreign investors net sold VND177.8 billion. On HNX, foreign investors registered their net-buying status for VND6.5 billion. Foreigners’ top buying shares on HNX were PVS (406,900 shares), BVS (183,320 shares), VND (160,500 shares), API (52,200 shares) and DBC (31,500 shares). Foreigners’ top selling on HNX shares were HUT (265,500 shares), PVS (120,000 shares), VNR (83,000 shares), PLC (50,000 shares) and VND (50,000 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 [+2.10%], Rubber [+0.08%], Securities [+0.32%], Technology [+0.41%], Oil & Gas [-0.68%], Services [-0.33%], Pharmaceuticals [+0.46%],… Please see the attached file for more details. |