Cung vdi dd, phien giao dich ngay 31/07/2009 cung la phien giao dich cud'i cung ddi vdi cd phieu BBT cua CTCP Bdng Bach Tuyet trflde khi ed phieu n i y t a m ngflng giao dich tren [r]
(1)DAU Tl/TAI CHiNH
Tlii tfmns chsiHf khom
thms 7/1009 wa kicli bin iMm 8/2009
> M ^ ^ a cd 203 ma chflng k h o i n tren ea hai san ^ ^ ^ da tang g i i t h i n g 7, chiem ty le ^ h ^ t r e n 50% tdng so 375 ma chflng k h o i n dang niem yet tren thi trfldng
Ke't thuc 23 phien giao dich eua t h i n g 7, da cd 12 phien giam diem tren s i n HOSE va 14 phien giam diem tren s i n HNX Tuy nhien, ca hai san diu da ke't thuc t h i n g vdi mfle diem tang v i day l i t h i n g tang diem thfl lien tie'p cua thi trfldng Cu the, VN-Index da tang 18,47 diem (4,12%) sau 23 phien giao dich cua t h i n g de vfltfn len
J /
ThS NGUYEN TH! NGOC TU
Cong ty Co phin ChUng khoin Cong Nghiep Viet Nam
dflng d mfle 466,76 diem Trong kbi dd, HNX-Index cung tri mfle t a n g nhe 4,87 diem (3,27%) so vdi t h i n g ke't thuc phien cudi t h i n g d mfle 153,91 diem
Thanh kho^n gi^m mgnh
Tuy nhien, tinh khoan cua thi trfldng lai phan anh rd net n h a t nhflng dien bien eua thi trfldng t h i n g Da ed nhflng phien giao dich NDT gom b i n g chd gia cao, nhflng ben canh dd cung ed n h i l u phien Iflpng dfl ban ngap tran tren ea hai s i n v i keo tinh k h o i n cua thi
trfldng xud'ng mfle thap
Khdi dau cho sfl di xud'ng t b a n h khoan l i phien giao dich 09/07/2009 chudi 46 phien lien tie'p g i i tri giao dieh tren s i n HOSE ludn dat tren nghin ty ddng bi chan lai Cd phien chi ghi n h a n g i i tri giao dich tren san HOSE d mfle htfn 700 ty ddng
Thd'ng ke cho thay, da cd 794.555.850 cd phieu va chflng chi quy dflpc chuyen nhfltfng t h i n g thdng qua s i n HOSE, tfltfng flng gii tri giao dich la 28.902,79 ty ddng, g i i m manh 33,19% ve khd'i Iflpng va 33,17% v l g i i tri giao dich so vdi t h i n g Tinh trung binh, da ed 34,54 trieu dtfn vi chflng k h o i n vdi gii tri giao dich la 1,25 nghin ty ddng dflpc giao dich mdi phien
Trong dd, s i n HNX cung da ghi n h a n 383.847.086 cd phieu dflpc chuyen nhupng t h i n g vdi gii tri giao dich la 12.146,557 ty ddng, giam 72,71% v l khd'i lupng va giam 47,93% ve gia tri giao dich so vdi
Cong nghe ngan hang
(2)DAU Tl/TAI CHiNH | t h i n g Tinh trung binh, da cd 16,68 trieu co
phieu vdi gia tri giao dich la 528 trieu ddng dUtfc giao dich mdi phien
Nguyen n h a n khien eho k h o i n cua thi trudng sut giam eung da dupc n h i l u chuyen gia dua nhflng n h a n dinh Ngudi lac quan thi cho rang dd l i mot t a t ye'u thi trudng vfla t r a i qua mdt giai doan t a n g q u i ndng, ngfldi bi quan thi cho r a n g sfl suy g i i m cua t h i trfldng b a t ngudn tfl t a m ly cua NDT kbi hp cbo r a n g chinh sich t h a t chat t i l n te da chan ddng tien dd v i o thi trfldng
Tuy nhien, nhflng phien trdi day cua thi trudng t u i n cud'i t h i n g da chflng minh rang v i n ludn cd mdt ngudn t i l n khdng nhd sfin sang chiy v i o thi trudng cd ctf hpi
92 ma tang gia tren san HOSE
T h i n g cung chflng kie'n mpt loat cuoc chia tay tren s i n HOSE vdi viec c i c cd phieu ALT, SGH v i VTA chuyen sang niem yet t r e n s i n HOSE Cung vdi dd, phien giao dich 31/07/2009 cung la phien giao dich cud'i cung ddi vdi cd phieu BBT cua CTCP Bdng Bach Tuyet trflde ed phieu n i y t a m ngflng giao dich tren s i n HOSE khdng thflc hien dung quy che' cdng bd' thdng tin
Khdng chi cd cic ed phieu phai chia tay s i n HOSE, da cd ma cd phieu mdi dflpc dfla v i o niem yet tren s i n n i y t h i n g Dd la cd phieu CTG ehinh thflc giao dieh tfl 16/07/2009, CSG chinh thflc giao dich tfl 10/07/2009 va DHC chinh thflc giao dich tfl 23/07/2009
Tinh den c i "tan binh" deu giam gii so vdi g i i tham chieu, dd cd phieu CTG l i ma giim nhieu n h a t vdi mfle giam 10.300 ddng (20,60%), cdn 39.700 ddng/ep Cd phieu DHC g i i m 3.100 ddng (16,31%), cdn 15.900 ddng/ep v i cd phieu CSG g i i m 2.000 ddng (12,5%) cdn 15.400 ddng/ep
Khdng ke nhflng ma da ehuyen s i n , t h i n g cung da chflng kie'n 92 ma t a n g g i i t r e n s i n HOSE, cung vdi dd l i 69 ma g i i m g i i va ma dflng gia tham chieu
Da cd sir phan hda rd ret nhdm c i e ma cd phieu ldn, dd uu the' thude v l eic ma cd phieu thupe n g i n h s i n xuat, nhflng ma dfltfc eho l i hfla ben sfl tang trfldng vflng chac thflc sfl "ngam" tinh bieu q u i cua gdi kich ciu nhflng t h i n g cdn lai ciia n a m 2009
Dd l i e i c cd phieu nhfl: VNM t a n g 34.000 ddng (36,95%) len 126.000 ddng/ep; DPM t a n g 4.900 ddng (11,55%) len 47.300 ddng/ep; HPG tang 5.500 ddng (10,18%) len 73.000 ddng/ep Ben canh dd l i nhflng ma: HAG t a n g 5.000 ddng (7,35%) len 73.000 ddng/ep; FPT tang 6.500 ddng (9,28%) len 76.500 ddng/ep; PVF tang 800 ddng (1,92%) len 42.300 ddng/ep; STB tang 1.500 ddng (4,29%) len 36.400 ddng/ep
O chilu ngflpc lai, mot so' ma cd phieu ldn da phai giam g i i nhfl: BVH giam 11.600 ddng (21,88%) cdn 41.400 ddng/ep; PVD g i i m 5.500 ddng (6,54%) cdn 78.500 ddng/ep; VCB g i i m 6.000 ddng (10%) cdn 54.000 ddng/ep va giam m a n h n h a t la VIC vdi mfle giam 20.000 ddng (26,84%), cdn 54.500 ddng/ep
Dfldi day l i top e i c ma tang/giam v i ed KLGD nhilu n h a t tren s i n HOSE t h i n g 7:
va 111 ma tang gia tren san IHNX
Da cd them ma ed phieu mdi dflpc niem yet t r e n s i n HNX chi t h i n g Dd la e i c ma ALT, HOM, MDC, S74, SGH v i CTS D i n g ehu y so la cd phieu CTS eua CTCP Chflng k h o i n Cdng Thfltfng vdi htfn 8,9 trieu co phieu niem yet v i chinb thflc giao dich cud'i cflng cua t h i n g
Day l i ma ed phieu cua cdng ty chflng k h o i n thfl niem yet tren s i n HNX sau BVS, KLS, HPC v i SHS va la ma thfl niem yet tren thi trfldng ne'u tinh c i SSI va HCM tren s i n HOSE
5 ma CK tang gia nhieu nhat (Gia)
MCK VNM VIS VSC BMP SJS
Gia 126 52 82 81 112
Thay doi 34 20.7
17.5 16.5 16
% 36.95 66.13 27.13 25.58 16.66
KLGD 5.807.140 5.583.560 799.660 1.854.270 6.267.900
5 ma CK giam gi^ nhieu nhat
MCK VIC NSC BVH CTG SFI
Gia 54.5 36.1 41.4 39.7 40
Thay ddi -20 -11.9 -11.6 -10.3 -8.5
% -26.84 -24.79 -21.88 -20.6 -17.52
KLGD 1.884.040 1.513.640 t,0.759.310 16.937.350 2.250.260
Cong nghe ngan hang
(3)DAU Tl/TAI CHiNH
5 ma CK c6 KLGD nhieu nhat
MCK STB SSI SAM VFMVFl
VCB
KLGD 125.372.460
46.711.270 33.470.130 31.723.880 27.026.470
Gia 36.4
66 31.1 12.7 54
Thay ddi 1.5
2 -6
% 4.29 3.12 10.67
8.54 -10
Khdng ke cd phieu CTS, da ed 111 ma ed phieu tang gii tren s i n HNX t h i n g Cung vdi dd l i 88 ma cd phieu g i i m gii, ma dflng g i i v i ma khdng cd giao dich (HSC)
H i u bet eic ma cd phieu ed anh hfldng ldn diu tang g i i ngoai trfl "dng ldn" ACB giam 3.200 ddng (6,4%) cdn 46.800 ddng/ep; SHS g i i m 3.400 ddng (8,67%) edn 35.800 ddng/ep; v i VNR g i i m 1.400 ddng (4,65%) cdn 28.700 ddng/cp Cung vdi dd l i cd phieu BTS dflng g i i tham chieu 14.400 ddng/ep
Cdn lai cic ma cd phieu ldn k h i c deu tang g i i nhfl KBC tang 2.400 ddng (7,69%) len 33.600 ddng/cp; PVS tang 2.300 ddng (6,63%) len 37.000 ddng/ep; PVI tang 2.400 ddng (7,79%) len 33.200 ddng/cp; VCG tang 1.400 ddng (4,82%) len 30.400 ddng/ep; TBC tang 3.200 ddng (12,95%) len 27.900 ddng/cp; BCC tang 600 ddng (3,75%) len 16.600 ddng/cp; BVS tang 2.500 ddng (4,85%) len 54.000 ddng/cp; KLS tang 6.800 ddng (24,37%) len 34.700 ddng/cp; HPC tang 1.900 ddng (7,42%) len 27.500 ddng/cp; v i SHB tang 1.800 ddng (5,45%) len 34.800 ddng/cp
Thj trUdng UpCoM
Nhin lai 23 phien giao dich cua t h i n g 7, thi trfldng UPCoM da cd t h i n g giao dieh khdng t h a n h edng mat di 1,58 diem (2,03%) vdi 13 phien giam diem va 10 phien tang diem
Tinh chung t h i n g qua da cd 6,84 trieu cd phieu dflpc chuyen nhflpng
tren s i n UPCoM vdi g i i tri giao dich la 91,43 ty ddng
Thing cung d i n h dau st/ xuat hien cua ma ed phieu mdi l i ABI v i BTC, nang tdng so ma chirng khoin niem yet tai thi trfldng n i y len 12 ma
Phan ti'ch ky thu|it VN-Index
Dfldng Stochastic Monentum Index nam vung chi b i o dfldi 30, khu vfle cd xu hfldng tang
MACD tin hieu di len, tin hieu tang
Dfldng Williams' % R dang n a m tren dfldng chi b i o -20, dfldng Williams' %R ket hpp vdi dfldng MACD, tin hieu di len, xu hfldng tang diem
Dfldng Swing- Index c i t dfldng chi b i o theo hfldng di len xu hfldng tang diem
Haste-Index
Dfldng Stochastic Monentum Index nam vung chi b i o dfldi 30, khu vfle cd xu hfldng tang
MACD tin bieu di len, tin hieu tang
Dfldng Williams' % R dang n a m dfldng ehi b i o (-80,-20), ke't htfp vdi dfldng MACD tao t h a n h xu hfldng t a n g diem
Dfldng Swing- Index cat dfldng chi b i o theo hfldng di len, xu hfldng tang diem
Khuyen nghj (kjeh b^n cho thang 8)
Ddng t i l n khdng rdi thi trfldng - dd la dilu da dfltfc k h a n g dinh nhflng phien giao dich g i n day
Tbdng tin k h i quan v l GDP (tdng s i n p h a m qud'c npi) quy II cua My cbi cdn sut giam 1% so vdi cflng ky n a m trflde, cd the hy vpng day l i quy t a n g trfldng a m cud'i eung cua nen kinh te My Nhd vao bfle t r a n h k i n h te my hdi Vn-index
95350 57200
Cong nghe ngan hang
(4)DAU Tl/TAI CHiNH
Haste- Index
phtic, lpi nhuan doanh nghiep ldn cua my t a n g kha m a n h trd lai, c i c ebi b i o v l n h i d a t t a n g trfldng lien tuc trd lai, t h a t nghiep dang g i i m dan, kinh te My t a n g trfldng a m 1% quy 11/2009, mfle t a n g trfldng td't htfn so vdi dfl bio am 1,5% cua cic chuyen gia Ve t a n g trfldng kinh te n h i l u kha n a n g quy tdi r a t kha quan va My se ed m i u xanh GDP quy tdi l i dieu g i n nhfl chac chan, quy II eua 2009 n i y h i u b e t deu ddng chung quan diem l i d i y cua khung b o i n g My
Mpt nhflng lo ngai ldn n h a t cua NDT giai doan hien chinh l i k h i n a n g t h a t chat tin dung cua ehinh phu, d i n den viec thu hep ddng tien dd vao TTCK se khie'n cho thi trfldng khd t a n g trfldng m a n h vi g i n day cum tfl "lam p h i t " dang dflpc n h a e de'n c i n g nhilu Them v i o dd, t h i n g n g a n h i n g nha nflde (NHNN) da g i i m lai s u i t t r e n t i e n gfli dfl trfl b a t budc b a n g t i e n ddng tfl 3,6% xud'ng cdn 1,2%/nam, chinh phu dieu chinb t a n g trfldng GDP 6,5% xud'ng 5,5%, t h i n g
(tiep theo trang 33)
C i e D N N W Viet Nam hien r a t khd khan tie'p can vd'n ngan bang vi cd nhflng rao can nhat dinh, de giai quye't va thao gd nhflng rao can can cd sfl phdi hpp tfl phia: N h i nflde, doanh nghiep va ngan hang nbu da de cap d tren Cd nhu vay, mdi p h a t trien dupe cic D N N W va cic D N N W t r a n h dupc si/ p h i san dieu kien nen kinh te bi t i e ddng cua khung hoang tai
NHNN g i i m ty le t a n g t r u d n g tin dung 30% xud'ng 25% - 27% l i nhflng bflde di hfldng de'n viee d a t dflpc muc tieu v l GDP, kiem s o i t l a m p h i t v i c h a t Iflpng tin dung cho ca n a m 2009
Dpng t h i i t a n g cfldng g i i m sat tien te dflpc thflc bien se i n h hfldng trflde n h a t den lpi nhuan cua he thd'ng ngan h i n g thfltfng mai (NHTM) Sir tang manh cua cbi phi vd'n d i u vio d i u bi han che' bdi ty le tang trfldng khdng che d mfle 27% va lai suat t r a n khien cho lpi nhuan bien cua cic ngan b i n g giam Dieu se tao sfl an toan c i n thie't cho he thd'ng tin dung, d i m b i o mfle tang trfldng b i n vflng htfn
Sfl g i i m s i t chat tfl NHNN budc cac NHTM phai he't sfle can trpng viec huy ddng d i u v i o va g i i i ngan cic k h o i n vay Qua dd muc tieu g i i m s i t chat Iflpng tin dung cung phan n i o dflpc thflc hien N g o i i ra, lai s u i t ctf b i n van gifl nguyen 7%/nam t h i n g eho thay chfla p b i i bd hep t i l n te v i l a m p h i t n a m v i n t i m an toan
Tdi cbo rang se ed sfl bung nd sdng trflde ky nghi 11 2/9/2009, bdi le theo thdng le Viet Nam tren eic s i n chflng k h o i n thfldng cd sdng trflde mdt ky nghi l l ldn Them vao dd, dip cdn cd nhflng tin hieu kha quan tfl chd bfle tranh kinh te the gidi s i n g sua, TTCK the gidi vfltft dinh g i n nha't, chflng k h o i n My trien vpng va quan trpng nhat la xu hfldng lpi nhuan tang manh cua cdng ty niem yet*
chinh va suy t h o i i kinh te The gidi D i n g va Nha nflde Viet n a m da x i e dinh: " P h i t trien cic D N N W l i mdt sfl Ifla chpn dung dan t r e n eon dfldng cdng nghiep hda va hien dai hda dat nflde", vay ea he thd'ng chinh tri Viet Nam can cd nhflng chu trfltfng, chinh s i c h va bien phap cii the de ho trp cic D N N W p h i t trien, mpt nhflng van de ctf ban la tiep can vd'n tin dung cua cac ngan h a n g "
Cong nghe ngan hang n i