Dj & vni

Kẻ đỡ đòn chính cho VNI bây giờ là khối ngoai, nhưng một khi DJ rơi là khối ngoại chi dám mua vào rón rén - thậm chí khi DJ đổi chiều thì họ sẽ còn bán ra cutloss thẳng tay còn hwn cả chúng ta!!!

Khối ngoại giảm mạnh mua ròng ​

Hôm nay, nhà đầu tư ngoại đã giảm mạnh giao dịch và tương quan mua bán khá cân bằng.



Hôm nay, nhà đầu tư ngoại có phiên mua ròng thứ 21 liên tiếp tại HoSE. Tuy nhiên, giá trị mua ròng rất thấp với chỉ gần 5,5 tỷ đồng. Phiên cuối tuần tuần trước, khối ngoại mua ròng 57 tỷ và 2 phiên trước nữa đều ở mức trên 200 tỷ đồng.
Tổng lượng mua vào đạt 1,85 triệu đơn vị, trị giá 87 tỷ đồng, giảm 101 tỷ đồng. Lượng bán ra đạ 1,82 triệu đơn vị, trị giá 82 tỷ đồng, giảm 49 tỷ.
Với tương quan mua bán ở cân bằng, các mã dẫn đầu trong top mua/bán ròng cũng đều không được mua mạnh như tuần trước.
Dẫn đầu top mua ròng là TMT với 129 nghìn đơn vị, tương đương 7,5 tỷ đồng. Kết thúc phiên hôm nay, cổ phiếu này bất ngờ tăng trần lên 58.500 đồng.
Tiếp đến là HAG (81 nghìn đơn vị - 6,5 tỷ), VNM (45 nghìn đơn vị - 3,8 tỷ)…
Tuần trước, VNM được khối ngoại bỏ ra gần 180 tỷ đồng để mua ròng hơn 2,08 triệu đơn vị. HAG cũng được mua ròng gần 800 nghìn đơn vị.
Dẫn đầu phía bán ròng là VIC với 72 nghìn đơn vị, tương đương 6,8 tỷ đồng. Tuần trước, VIC đứng thứ 2 trong top bán ròng (sau DPM) với 190 nghìn đơn vị, tương đương 8,9 tỷ đồng.

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Quốc Thắng​

http://cafef.vn/20100208053715184CA31/khoi-ngoai-giam-manh-mua-rong.chn

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DJ đã rơi từ ngưỡng 10.700 xuống mức -10.000- đây là ranh giới
cực kỳ nguy hiểm .Theo tính toán của các chuên gia thì DJ có thể rơi xuống mốc 860...

Tin xấu
Lãi suất liên ngân hàng đối với các khoản vay qua đêm tăng từ 9.16% từ một tuần trước lên đến khoảng 10.1% vào ngày Thứ hai. Cùng thời gian đó, lãi suất liên ngân hàng đối với các khoản vay trong 1 tuần tăng từ 9.98% lên đến 10.1%. Lãi suất tiền gửi tăng quá mức trần là 10.5%, cũng đã cho thấy những nỗ lực huy động vốn ngân hàng. Lãi suất tiền gửi tháng 1 tăng 0.3% trong khi lãi suất tiền vay tăng 1%
[4:25:08 PM] hphong243: dự đoán việc tăng lãi suất gần như chắc chắn, vấn đề là thời gian ? khả năng đầu tháng 3/2010 ư ?

Em lại thấy bảo DJ điều chỉnh sẽ khó quá 10% so với đỉnh

Bác đọc tiếng Anh đi nhé!!
Nền kt Mỹ vẫn có nguy cơ rơi xuống đáy lần thứ 2 (tin ngày thứ 2-hôm nay)


US Economy Still at Risk of a Double Dip: Economist


Published: Monday, 8 Feb 2010 | 3:41 PM ET

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By: JeeYeon Park
CNBC News Associate




The economy is still at a risk of a double dip, said Peter Dixon, senior economist at Commerzbank Securities. However, he told investors that the U.S. is in no danger of losing its AAA debt rating.


“The notion that you can actually downgrade the United States, frankly it's laughable because it is the nominal anchor for the world monetary system…and there's absolutely no danger of a default," Dixon told CNBC.
"It’s just not going to happen.”
However, Dixon said the economy is heading into a “very uncertain period.”
“The nature of the downturn we’ve seen this time in which the banking sector has taken such a hit, and households in particular are deleveraging, means this is going to be a very sluggish recovery and you certainly can’t rule out that we will get some sort of double dip,” he explained.
Dixon said the labor market is unlikely to see signs of stabilization until at least the spring of this year.
“And it will be a slow haul thereafter,” he added.
“It will take a long time for the U.S. economy to start creating a lot of jobs again, primarily because the financial sectors will not be there to act as a backup—it will be a slow and grinding recovery for the next 12 months.”
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http://www.cnbc.com/id/35297298

Mốc 10K giờ thành mốc kháng cự mạnh của DJ
Trong phiên hôm trước đã 2 lần cố gắng test 10k đều ko thành công, hiện tại đang vượt qua nhưng nếu ko trụ lại được e rằng sẽ còn xuống sâu nữa
Buồn mấy bác bìm bịp thấy DJ tăng hơn 1,5% xông ra hò hét up trend như đúng rồi
Nhưng nguồn cung tiềm năng của các bác chưa được giải quyết thì thị trường chưa lên được đâu

Tháo chạy ư ?có thể? nhưng điều mà nhà đầu tư sợ nhất là tương lai (tin ngày thứ 2-hôm nay)An Orderly Selloff? Maybe So, But Investors Fear the Worst


An Orderly Selloff? Maybe So, But Investors Fear the Worst


Published: Monday, 8 Feb 2010 | 2:04 PM ET

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By: Jeff Cox
CNBC.com




Despite a market selloff that by nearly all accounts appears to be both orderly and expected, investors find themselves bracing for the worst.

The Standard & Poor's 500 has lost nearly 8 percent from its most recent 2010 high, approaching the 10 percent drop associated with a formal correction. Except for a 3 percent plunge last Thursday the drops have been relatively incremental and on normal volume levels.
Yet strategists find themselves dealing with skittish clients who wonder whether the market could be setting up for another big fall.



Jeff CoxStaff Writer
CNBC.com
"I think it's pretty normal, what's going on," says Nadav Baum, managing director of investments at BPU Investment Management in Pittsburgh. "You get a little crack in the armor, you get the correction that everyone's been talking about. What happens? You get more skittishness, you get more fear and the market sells off."
The rough start to 2010 comes even as earnings season has seen companies beating expectations by a 3-to-1 ratio with revenue and outlook both on the upside.
Yet the ghosts remain of 2008, when investors saw the stock market soar to historic heights the previous year only to crash beneath the weight of subprime defaults and the virtual collapse of the world's banking system.
This time around, the specters consist of sovereign debt weakness in countries like Greece and Spain and worries that the global financial markets are weakening even as economic signs improve.
US investors also are concerned about what will happen as the Fed pulls away its various liquidity measures and starts raising interest rates.

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Current DateTime: 01:04:31 09 Feb 2010
LinksList Documentid: 35298667

• Global Markets Still Jittery
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• Global Market Still Jittery

"We are in a deleveraging post-credit cycle bubble," says Matt Havens, partner with Global Vision Advisors in Hingham, Mass. "The handoff of government stimulus to the private sector won't be a transition that the economy is capable of right now. As people wake up to that, they will perceive a lot more risk in equities."
Investment advisors have shifted strategies in 2010 to combat a market that is trending in a decidedly different direction from its violent rally off the March 2009 lows.
Whereas last year's theme focused on companies that had taken the greatest beating from the 2008 market smackdown, the emphasis now is on quality.
Dividend-paying large-caps, which trailed the rally, are back in favor.
BPU's Baum, for instance, likes Coca-Cola [KO 54.34 1.69 (+3.21%) ] , which has fallen more than 7 percent in 2010 and he now feels represents a bargain.
While that may not sound terribly sexy for investors looking for aggressive returns, it beats the alternative.
"We're telling people the same thing we were telling them last year—continuously move away from equities and be more defensive and move toward absolute-return strategies," Havens says. "The challenging part is this is a trader's market and not an investor's market."
High volatility among much of the market makes for a more challenging environment that tests the patience of long-term investors. Havens says his firm is using mutual funds and employing long-short strategies to cover periods when the market moves lower.


Investors also may want to rethink the amount of money they're allocating to foreign markets until the sovereign debt issues are settled. The costs to insure debt— or credit default swaps—of many foreign nations has increased significantly in recent weeks.
"You've got to be very careful. Anytime you've got this level of volatility it creates some huge opportunities, but you've just got to be careful with it," says David Twibell, president of wealth management for Colorado Capital Bank in Denver. "If you've got a lot of experience in global debt you can make a lot of money. If you've just got a certain asset allocation toward global bonds, you might want to be careful with that allocation."
Yet the picture might not get much better in the US, either.
"A lot of the metrics in the credit market are continuing to trend negatively for equities," says Dave Lutz, managing director of trading for Stifel Nicolaus in Baltimore. "People are moving further up the corporate structure to safer assets. You're seeing high-yield getting hit, which is bearish for equities."
Lutz thinks the S&P can drop another 5 percent to the 1,015-1,018 range which would take it to a test of its 200-day moving average.
Indeed, while he and many others in the markets see the sell-off as orderly, that doesn't mean it can't continue.
"There are a lot of things going on with Greece, Portugal, Spain—the weak sisters of the EU—that could turn into a real mess," Twibell says. "It probably pushed this to being a correction, which we desperately needed, to maybe being something a little bit more."
http://www.cnbc.com/id/35297590

http://data.cnbc.com/quotes/.DJIA/tab/2
Trời đất quỷ thần ui , sao mà DJ tụt 1 phát 100 điểm...