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 2 million shares VNM: Grinling International Ltd and Amersham Industries Ltd registered to sell 2 million shares API: Asean Deep Value Fund registered to purchase 300,000 shares V21: Board Member registered to sell 200,000 shares VIETNAM MACROECONOMIC NEWS Vietnam’s Banking sector remains at high risk: Moody’s Vietnam records trade surplus of 2.45 billion USD: GSO September 05: The central rate of VND/USD is VND 21,925 per US dollar, up VND5 from last week September 05: The buying and selling prices of SJC gold touched VND36,22 million and VND36,30 million, respectively INTERNATIONAL NEWS September 02: The Dow industrials rose 0.39 percent, to 18,491.96 September 02: U.S. crude oil rose 2.97 percent, to settle at $44.70 FOREIGNER TRADING STATISTICS Today, foreigners were net-sellers for VND286,95 billion on both HOSE and HNX. On HOSE, foreign investors net sold VND286,95 billion. On HNX, foreign investors registered their net-buying status for VND1.1 billion. Foreigners’ top buying shares on HNX were VND (178,500 shares), PVS (135,400 shares), BVS (103,700 shares), DBC (58,000 shares) and NET (30,900 shares). Foreigners’ top selling on HNX shares were PVS (475,500 shares), VND (140,000 shares), IVS (28,800 shares), PTI (10,300 shares) and DAD (6,500 shares). TECHNICAL ANALYSIS VN-INDEX Analysis: Based on the moving of technical indicators, we believe that Vn-Index will test the nearest support range 650 – 660. Recommendation: In a negative scenario, when the index may correct, the nearest support range of Vn-Index is forecast at 650 – 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 670 – 680, where traders can sell a part of the existing short-term portfolio. Based on Kelly formula, the recommended proportion of the portfolio is 50% cash/ 50% stocks. INDUSTRY PERFORMANCE Real estate [-0.61%], Rubber [-0.49%], Securities [-0.79%], Technology [-0.08%], Oil & Gas [+0.52%], Services [+1.24%],… Please see the attached file for more details. |