Hôm nay không thấy Loi cu ta ve đâu nhỉ ? Hôm qua còn mạnh mồm tuyên bố VNi về 520 cơ đấy!

thanks bác, bác là đồng chí của em trong nhóm cảm tử của bác zigary, những cổ phiếu mua từ hôm đó em vẫn giữ ổn định số lượng và chỉ trade theo t+ thôi, may mắn là mua NLC, NBC, STB mỗi mã cũng ăn trên 10% rồi. hi..hi...

chào mừng bác thoát khỏi ổ chuột, hị hị, e mon men phi hết T2 giờ ngồi chờ nhập lại mệt muốn chết đây này. khổ thôi rồi,
chúc mừng cả nhà, những nhà đầu tư chân chính, giữ lửa cho TT

Bác này chưởi hay phết nhỉ

Tưởng vothuong đã thành Bình Thường từ hôm nọ rùi cơ mà?

Vo thuong nhận định "thường thế thôi à....... nếu lúc nào cũng T+4 thế thì TT ko bao h up à, như bác Namoon nói về bú tí u đi cho rồi cũng ko oan đâu

Dù gì thì CHUỘT cũng mãi chỉ là chuột thôi

Theo tôi, với tình hình hiện nay, bác Lòi Cu dự đoán đúng rồi, chỉ diễn ra chậm vài phiên thôi. Các bác cứ chờ cuối tuần xem (Hôm nay lên chẳng qua hiệu ứng thị trường Mỹ thôi).

Hôm trước mình có xem đoạn thể thao về môn nhảy cầu, thấy người ta đi ra đến đầu cầu nhảy, rồi sau đó nhún và nhảy lên 1 phát lấy đà bật rồi cắm đầu xuống nước hehe SCIC là 1 bó đũa...

Chú vothuong- không thường nay cuxng thường thôi. Đâu phải ai cũng mua rùi bán T+3 như chú

Nhìn hôm nay các BCs như PPC DPM được ủn đít rất rõ : lênh mua trần 50-100k vào phút cuối phiên 3 hôm nay.
SCIC đang hành động như kiểu giựt cơm của dân lướt sóng, phiên T+3 xả là ko kứu, ko cho các chú ăn dày.
Mấy CTCK, mấy cái quỉ cho shortsale, dân đầu cơ hay các chú lướt lát nhiều như vothuong, loicu... quả này bị SCIC dằn mặt. Cho chít, ai bảo đinh đá bát cơm của CCCC hehhe



Được bibau2911 sửa chữa / chuyển vào 15:16 ngày 12/03/2008

Hôm nay bà con phấn khởi quá, quên mịa nó tuần trước kêu gào thảm thiết, chí phèo ăn vạ xin cứu giúp. Lại còn lôi mấy cái tin từ đời tám hoánh nào ra bảo tin tốt nữa. Ngân hàng chỉ có 02 ngày nữa để hoàn tất cái vụ 20K tỉ kia. Ai mà biết được mai nó sẽ đem ra đập sàn không thương tiếc nữa chứ. Thứ 6 này 50 triệu cổ phiếu về, chưa biết sẽ ra sao đây.

Dù sao thì SSI có thể sẽ là đầu tàu kéo VNI lần này lên đây. Xem như là chuộc lỗi vậy.

Market Strategy - Equities And Dong: Long-Term Factors To Consider

Vietnam - Finance - 05 Mar 2008

BMI View: We see further downside towards 450 for the Viet Nam Index (VNI) in the near term, and a faster appreciation of the dong currency to VND15,700/US$ in 2008, as the government steps up its battle against runaway inflation. Over the long term, we believe that the Vietnamese growth story is still one of the most impressive in Asia if not the world, and this should attract investors back to the VNI, once inflation has been brought under control.
Contradictory Objectives Complicate Battle Against Inflation
The main cause of the VNI''s sharp fall and the dong''s steady appreciation recently has been the government''s belated efforts to reduce inflation, which came in at a fresh 12½-year high of 15.67% y-o-y in February. On March 5, the authorities announced additional measures to curb inflation. These consist of:
? Widening the dong''s 0.75% daily trading band.
? Confirming an earlier statement that it will be compulsory for banks to buy Treasury bonds.
? Raising banks'' reserve requirements.
? Securing liquidity for commercial banks to pay their needs.
? Limiting credit growth to 30% in 2008, from 40+% in 2007.
The above initiatives follow hot on the heels of various directives issued last month, such as the first increase in official policy rates (the base rate was raised to 8.75% from 8.25%) since December 2005, and the announcement of the issuance of VND20.3trn (US$1.26bn) in compulsory treasury bonds which banks are obliged to buy on March 17. However, the government did not give a timeframe for the implementation of its new policies, and investors have not been reassured.
At the crux of the inflation problem is the government''s contradictory policy objectives. On the one hand, it now recognises the urgency of curbing inflation in order to safeguard macroeconomic stability - especially at a time when high oil and food prices also exacerbating upward pressure on inflation. On the other hand, it wishes to sustain rapid real GDP growth, boosting it towards 9.0% from around 8.0% seen in recent years. This requires strong exports, a weak currency, a loose monetary policy, and high levels of foreign investment. The problem is that these policies have caused Vietnam to become awash with liquidity, which is pushing up money supply growth.
Yet rapid monetary tightening clearly poses a downside risk to growth (we are forecasting 7.0% growth this year, compared with an estimated 8.5% expansion in 2007). It could also hurt political stability, as jobs are shed by companies. For these reasons, we have lowered our short-term economic risk rating down to 52.3 from 60.0 last month, and our short-term political risk rating down to 82.9 from 86.7.
Dong Appreciation: How Much Can Be Tolerated?
As with the case of China, we believe that allowing an undervalued currency to appreciate at a faster pace would be the most effective policy measure to rein in inflation. Until 2007, the Vietnamese authorities steered the dong to depreciate by around 1.0% per year to boost exports (Vietnam has severe trade and current account deficits).
Steeper Appreciation Anticipated
Vietnam - Exchange Rate, VND/US$


Source: BMI
However, in 2007, the dong actually appreciated for the first time since 1995, albeit by only 0.17%, as the State Bank of Vietnam (SBV) belatedly allowed the unit to rise. At the start of 2008, the SBV widened the dong''s daily trading band to 0.75% from 0.50%, and the currency has risen by 0.63% year-to-date. In view of rising inflation, we raised our end-2008 forecast to VND15,700/US$, and our end-2009 forecast to VND15,400/US$ - in both cases an annual rise of 2.0%. We also raised our end-2012 forecast to VND14,000/US$.
However, even an annual appreciation of 2.0% strikes us as being insufficient to rein in inflation. The government is reluctant to tolerate major dong appreciation, because it fears exports losing ground in the US market, which may already be in recession. Unlike most Asian countries, Vietnam''s dependency on the US market has actually increased over the past decade, as Hanoi has improved ties with Washington, DC. More broadly, Vietnam urgently needs to rein in its trade deficit, which surged to US$4.3bn in January-February 2008 from US$1.2bn in the same period in 2007.
While the government signalled a wider trading band on March 5, there was confusion about the magnitude of the change. Initial reports suggested that the daily trading band would be +/-2.0%, but a senior SBV official later said that this refers to the dong''s long-term movement. Yet given that we forecast most Asian currencies appreciating at a much faster pace than 2.0% against the dollar in 2008, we feel that Vietnam''s fears about losing competitiveness are somewhat exaggerated. Furthermore, a stronger dong would reduce import costs for local manufacturers.
Nonetheless, with the authorities nominally committed to full currency convertibility by 2010, we expect a more flexible exchange rate policy over the next few years.
VNI: Further To Drop, But Trough Could Be Near

The World''s Worst Performer In 2008
Viet Nam Index


Source: BMI

All these measures to rein in inflation have taken a heavy toll on the VNI, which has plunged by 37% since the start of 2008, making it by far the worst performer among Asian (and indeed global) equities. With the index now well below the critical 660 level which we had repeatedly warned about, we see scope for further losses towards the 450 level, especially with investors having failed to gain confidence from the new anti-inflation measures. In addition, foreign investors have been unable to acquire dong to buy local stocks, because of the drought of local currency caused by monetary tightening.
With the stock market in free-fall, the government is increasingly trying to halt its slide. The authorities rightly fear that extended losses would hurt retail investors and banks, and could thus jeopardise political and economic stability. Possible support measures being bandied about include:
? A temporary halt in securities transactions until state agencies have stabilised the market.
? A temporary halt in the issuing of government bonds.
? The creation of a special stabilisation fund worth VND5.0trn.
? Raising foreign ownership limits on listed companies.
Against this backdrop, we think that the trough for the VNI could be near. At 450, the VNI would be considered cheap by investors, perhaps prompting a reassessment of the market. Vietnam is, after all, one of the most impressive long-term growth stories in Asia, if not the world. Among reasons to be bullish are 1) broad political stability, with a government committed to economic liberalisation; 2) growing interest from foreign investors, especially in Asia; 3) rising incomes and consumption (i.e. the emergence of the middle class); and 4) ongoing commitment to privatising state-owned firms. That said, after such steep losses (the VNI is down 50% from its March 2007 peak of 1,171), retail investors may be more cautious in piling into the market going forward.