Loại báo cáo: | Báo cáo Asean Securities |
Nguồn báo cáo: | Công ty cổ phần chứng khoán Đông Nam Á |
CORPORATE NEWS HHS: Chairman registered to sell 1 million shares DMC: CFR International SPA registered to purchase 2 million shares S74: Song Da 7 Jsc. registered to sell 3.12 million shares MBB: SCIC registered to purchase 2 million shares VIETNAM MACROECONOMIC NEWS Remittances to HCM City rise 14 percent in August Budget deficit to expand over remaining months September 08: The central rate of VND/USD is VND 21,914 per US dollar, down VND3 from yesterday September 08: The buying and selling prices of SJC gold touched VND36,43 million and VND36,50 million, respectively INTERNATIONAL NEWS September 07: The Dow industrials fell 0.06 percent, to 18,526.14 September 07: U.S. crude oil rose 1.5 percent, to settle at $45.50 FOREIGNER TRADING STATISTICS Today, foreigners were net-sellers for VND124.21 billion on both HOSE and HNX. On HOSE, foreign investors net sold VND82.69 billion. On HNX, foreign investors registered their net-selling status for VND41.5 billion. Foreigners’ top buying shares on HNX were PVS (524,000 shares), BCC (339,000 shares), IVS (187,000 shares), BVS (184,900 shares) and VND (182,100 shares). Foreigners’ top selling on HNX shares were SCR (2,976,200 shares), PVS (1,644,400 shares), SHB (331,400 shares), SHN (199,300 shares) and VCG (156,000 shares). TECHNICAL ANALYSIS 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 70% cash/ 30% stocks. INDUSTRY PERFORMANCE Real estate [+0.30%], Rubber [+0.96%], Securities [+0.57%], Technology [+2.96%], Oil & Gas [+0.33%], Services [+0.04%], Pharmaceuticals [+2.02%],… Please see the attached file for more details. |