Có những điều được biết. Đó là những điều chúng ta biết rằng mình biết. Có những ẩn số được biết. Đó

Càng xuống mạnh càng hấp dẫn về giá

có khi nào Nam Triều múc Bắc Triều không nhỉ????

Bác hỏi 1 câu cũ em cũng trả lời 1 câu cũ:

Bán con cần bán và mua con cần mua...

Chiều nay TTCK Nhật bùng nổ đúng như dự khi BOJ chính thức nới tín dụng.

Phần này em đã nói đến ở phần NHTW in tiền và lần này là Nhật.

Do đó em không khuyến nghị mã cụ thể mà em chỉ khuyến nghị mua các mã có yếu tố Nhật kể cả CTG nhé.

Nó sẽ cao hơn giá chúng ta định giá 20% . Còn tại sao nó lại mua cao hơn 20% thì em sẽ vẫn giải thích cụ thể ở phần em đang chém: Ngân hàng Trung ương.

Các mã liên quan trực tiếp đến Nhật các bác hỏi các nguồn các bác hiện có và bí lắm thì hỏi giáo sư Gù.

Cái này rất dễ ăn và sang tuần thì càng rõ.

Nhắc lại là các mã liên quan đến Nhật đều sẽ tăng 20% giá.

Em post nguyên văn :

BOJ Doubles Bond Purchases in First Kuroda Easing Salvo: Economy

Bank of Japan (8301) Governor Haruhiko Kuroda began his campaign to end 15 years of falling prices by doubling monthly bond purchases in a bid to reach 2 percent inflation in two years.

With Kuroda presiding over his first meeting, the board today temporarily suspended a cap on some bond holdings and dropped a limit on the maturities of debt it buys. The BOJ will purchase 7 trillion yen ($74 billion) of bonds a month along with more risk assets, the central bank said in Tokyo.


April 4 (Bloomberg) -- Yuuki Sakurai, president of Fukoku Capital Management Inc., talks about his expectations for the Bank of Japan's policy decision today and its implications for the domestic stock market. BOJ Governor Haruhiko Kuroda may be constrained in the amount of stimulus he can deliver at his first policy meeting today as he seeks support from a board mostly appointed by the previous government. Sakurai speaks with Susan Li on Bloomberg Television's "First Up." (Source: Bloomberg)

April 4 (Bloomberg) -- Mikio Kumada, a Hong Kong-based global strategist for LGT Capital Partners, talks about Bank of Japan monetary policy and the outlook for the yen. He speaks with Susan Li and Rishaad Salamat on Bloomberg Television's "Asia Edge." (Source: Bloomberg)

April 4 (Bloomberg) -- Adarsh Sinha, head of Asia Pacific Group of 10 foreign exchange strategy at Bank of America Merrill Lynch, talks about Bank of Japan monetary policy and the outlook for Asian currencies including the yen. He speaks with Susan Li on Bloomberg Television's "First Up." (Source: Bloomberg)

Stocks surged and the yen weakened, signaling Kuroda is winning investors’ confidence as he targets a doubling of the monetary base over two years to revive the world’s third-biggest economy. The central bank set a two-year horizon for achieving the price goal under a “new phase of monetary easing,” as the new governor won the support of a board mostly appointed by the previous government.

“It’s fast and furious,” said Takuji Okubo, chief economist at Japan Macro Advisors in Tokyo, and formerly of Goldman Sachs Group Inc. “The specific mention of a two-year time horizon was a positive surprise.”

The Nikkei 225 Stock Average (NKY) rose 2.2 percent after falling earlier and is up 45 percent from mid-November. The yen slid 2.4 percent to 95.35 per dollar and 3:36 p.m. in Tokyo. Yields on 10-year Japanese bonds fell to a record 0.425 percent.

Call Rate
The BOJ said it changed the target for money-market operations from the overnight call rate to the monetary base -- cash in circulation and the money that financial institutions have on deposit at the central bank. It predicts the measure will grow to 270 trillion yen by the end of 2014.

The average remaining maturity of government bonds to be purchased by the bank will be about seven years under the new plan, compared with less than three previously. Monthly bond purchases stood at an average of about 3.4 trillion yen in the first quarter, according to data compiled by Bloomberg.

At stake is sustaining growth after three recessions in five years. Kuroda will give a press conference at 3:30 p.m. in Tokyo today, and lawmakers can question him tomorrow during his second set of confirmation hearings in parliament.

The bank will increase holding of exchange-traded funds and real-estate investment trusts, by 1 trillion yen and 30 billion yen per year respectively. It scrapped its asset-purchase program, previously its main tool for easing.

Banknote Rule
Under a so-called banknote rule, the BOJ had pledged to keep the value of its bond holdings below the amount of cash in circulation, excluding securities held under its asset-purchase program. That guideline is “temporarily suspended,” the central bank said.

Only one board member, Takahide Kiuchi, voted against any of Kuroda’s policy proposals.

The new policies will “lead Japan’s economy to overcome deflation that has lasted nearly 15 years,” the central bank said in the statement.

“Today’s decision clearly heralds a regime change at the BOJ,” said Hiroaki Muto, a senior economist in Tokyo at Sumitomo Mitsui Asset & Management. “Kuroda has embarked on an experiment of whether boosting the monetary base can prop up economic growth and eradicate deflation.”
Not everyone is confident that Kuroda’s plan will work. Atsushi Mizuno, a former BOJ board member, said last month that more bond purchases could inflate a market bubble, while Kazumasa Iwata, a former deputy governor, deemed Kuroda’s two- year goal impossible. Prices excluding fresh food haven’t risen 2 percent in any year since 1997, when a sales tax was increased.

Three Arrows
In December, Prime Minister Shinzo Abe led his party to electoral victory by pledging to fire “three arrows” to end stagnation: monetary stimulus, fiscal spending and cutting regulation to increase investment and hiring.

Population aging and a government debt more than twice the size of the economy are constraints, while the yen’s decline since November is boosting the cost of fuel imports after nuclear power-plant shutdowns. Sales-tax increases set for 2014 and 2015 may damp consumption.

Elsewhere in the Asia-Pacific region, a gauge of Australia’s services industry rose in March to the highest level in 14 months as interest-rate cuts boosted firms linked to household spending. Building permits and retail sales gained from a month earlier in February.

The European Central Bank and Bank of England will probably hold interest rates in monetary policy decisions due today, according to economists in two separate Bloomberg News surveys. In the U.S., initial jobless claims probably fell to 353,000 last week from 357,000 in the previous period, according to a Bloomberg survey.

DN đã làm ăn được thì lãi đều, ít khi lỗ.
Nhưng CK thì khác nhiều bác ạ [};-

Như vậy là Nhật đã theo Mẽo chính thức đi theo trường phái Keynes là chỉ có in tiền, tăng chi tiêu công mới thoái khỏi khủng hoảng.

Tiền Nhật in sẽ tràn ra cả TG ( tất nhiên đã được sự cho phép của thằng FED ) nên làn sóng M&A của Nhật sẽ bùng phát.

Tâm điểm đương nhiên là Myanmar, sau đó đến Indo, tiếp theo là Thái và cuối cùng là VN.

Do vậy em chính thức khuyến nghị cứ Made in Japan mà MUA bất chấp các chỉ số yếu kém của DN. Miễn là DN này phải thuộc loại hạ tầng XH.

Các DN có xu hướng thành nhà thầu phụ cho các dự án ODA cũng vào diện xem xét.

Vẫn thế bác ạ.

Khi chính sách vĩ mô thay đổi DN đang lãi nhiều chuyển sang lãi ít rất nhanh.

Việc không ổn định chính sách thuế và LS thì hoạch định KH chiến lược không sao làm được bác ạ.

Toàn tính vốn vay 10% những năm trước tự nhiên vọt lên 18% thì bố đứa nào chịu nổi hả bác?

DN ít khi bỏ 100% vốn tự có lắm mà vấn phải đi vay NH để kinh doanh mà.

GAS được không bác

Hèn gì hôm nay đi ngược dòng

HBC có vẻ ngon []. Vẫn canh me vào hàng bữa giờ.