Tun t 04/05/2016-06/05/2016

TNG HP TH TRNG CHNG KHON TRONG TUN

Ch tiu
Ch s u tun
Ch s cui tun
Tng/ gim cui tun
T l tng/gim
Tng KLGD tun
T l tng gim
Tng GTGD tun
T l tng gim

n v
im
im
im
%
CP
%
T ng
%

VNI Index
598.37
606.52
8.15
1.4%
399
-34.4%
7,220
-39.2%

HNX Index
80.68
80.37
-0.31
-0.4%
130
-39.8%
1,605
-40.5%

BIN NG TH TRNG
Tun ny, th trng chung tip tc phn ha vi thanh khon gim trn c 2 sn, sn HSX tip tc xu hng
tng gi trong khi sn HNX bin ng trong xu hng sideway. Nhm c phiu tr tip tc lun chuyn th trng,
khi ngoi tr li mua rng trong tun qua.
GIAO DCH CA NH U T NC NGOI
THNG K GIAO DCH CA NH U T NC NGOI TRONG TUN
169.34

180
160
140
120
90.9

100
80
60

29.9

40

20

1.42

0
-20

Th 2

Th 3

Th 4
HSX

Th-3.18
5

Th-0.823
6

HNX

Trong tun ny, khi ngoi mua rng trn ton th trng vi tng gi tr l 287.5 t ng. Nh u t nc
ngoi bn mnh phin th 6 ngy 06/05 vi gi tr gn 168 t ng. Trn HSX, cc m c NTNN mua mnh l
MSN, VCB, BID, MBB, CTG trong khi bn BHS, HPG, SSI, VIC, CTD. Trn sn HNX, cc m c NTNN mua mnh l
VCS, SHB, SHN, NET, DPS v bn cc m PVS, QHD, KLS, HCC, VBC.

TIN TC NI BT TRONG TUN

TIN TRONG NC
- Cafef.vn: HSBC nhn nh ngun FDI s gip Vit Nam hi phc tng trng xut khu nm 2016 tng 10% so vi
nm 2015. Bn cnh , ngn hng ny cho rng p lc lm pht c bn vn nm trong vng kim sot v kz vng li
sut c bn vn gi nguyn n ht na u nm 2017.
Theo bo co ca HSBC, ngun FDI gii ngn tng 3.5 t la M t u nm n thng 3 nm nay, nh du mc
tng trng 15% so vi cng kz nm trc. Hn Quc vn l nh u t ln nht vo Vit Nam vi s vn FDI ng k{

t u nm n thng 4 t 2.5 t la M (tng ng hn 90% tng s vn FDI Hn Quc ng k{ trong c nm

va ri). Vi nhiu nh my s bt u i vo hot ng trong nm nay, HSBC kz vng ngun FDI s gip hi phc
tng trng xut khu nm 2016 tng 10% so vi cng kz nm trc. Khu vc sn xut pht trin mnh m s h tr
tng trng gia bi cnh hot ng cc lnh vc chnh ang i xung.
- NDH: Theo bo co mi nht ca Trung tm Lu k{ Chng khon (VSD), tng cng c 496 nh u t nc ngoi
c cp m s giao dch chng khon trong giai on t thng 1 n ht thng 4 nm nay, tng 140% so vi cng kz
nm 2015. y cng l con s cao nht trong 4 thng u nm k t nm 2010 nm VSD bt u cung cp s liu
thng k. Trong 4 thng, VSD cp m s giao dch cho 395 nh u t c nhn v 101 nh u t t chc nc ngoi,
tng ln lt 184% v 50,7% so vi cng kz nm trc.
- Tng cc Thng k cho bit: Thng bo t Lin B Ti chnh - Cng thng cho bit k t 15 gi chiu ngy 5/5
s iu chnh tng thm 646 ng/lt i vi xng RON 92; 650 ng i vi du. Thng tin c Lin B cho bit, s
gi nguyn mc trch lp Qu Bnh n gi xng du i vi cc m t hng xng du nh hin hnh. ng thi chi s
dng Qu Bnh n gi xng du i vi cc m t hng xng du nh sau:
- Xng RON 92: 639 ng/lt
- Xng 5: 672 ng/lt
- Du diesel: 846 ng/lt
- Du ha: 1.029 ng/lt
- Du mazut cc loi: 323 ng/kg
TIN QUC T
M
- Reuters: Ph Wall ghi nhn phin gim im u tin trong 4 phin va qua vo ngy th Nm sau khi hng lot
cc bo co li nhun qu 1/2016 tri chiu c cng b v Verizon Communications cnh bo cuc nh cng ca
cc cng nhn c kh nng s tc ng n kt qu cui cng. Kt thc phin giao dch ngy th Nm, ch s Dow
Jones h 0.63% xung 17,982.52 im, ch s S&P 500 mt 0.52% cn 2,091.48 im v ch s Nasdaq Composite li
0.05% xung 4,945.89 im. Trn sn New York, s c phiu gim vt s c phiu tng theo t l 1,897:1,095. T l
ny trn sn Nasdaq l 1,493:1,311
- Marketwatch: Cc hp ng vng tng lai li bc trc sc xanh ca ng USD vo ngy th Nm, ch mt
ngy trc khi bo co vic lm c cng b. Bo co ny c th nh hng n xu hng ca kim loi qu. Vng
tng gi trong phn ln thi gian ca phin giao dch ng thi leo ln mc cao nht trong phin ti 1,288.40
USD/oz, nhng kim loi qu li quay u st gim vo nhng pht cui cng. Tuy nhin, hp ng bc tng lai li
tng nh. Hp ng bc giao thng 7 tin 2.6 xu (tng ng 0.2%) ln 17.327 USD/oz. Kt thc phin giao dch ngy
th Nm, hp ng vng giao thng 6 h 2.10 USD (tng ng 0.2%) xung 1,272.30 USD/oz, ng thi nh du 3
phin st gim lin tip.
- Reuters: Cc hp ng du th tng lai quay u tng nh vo cui phin ngy th T ng thi chm dt 3
phin st gim lin tip ngay c khi ngun cung tng cao, qua gia tng mi lo lng v tnh trng d cung ton cu.
Kt thc phin giao dch ngy th T, hp ng du WTI giao thng 6 trn sn Nymex tin 13 xu (tng ng 0.3%)
ln 43.78 USD/thng. Trong sut phin giao dch, c lc gi du WTI tng gn 3% v gim gn 1%. Trong khi ,
hp ng du Brent giao thng 7 trn sn London h 35 xu (tng ng 0.8%) xung 44.62 USD/thng, sau khi tng
ln mc cao nht trong phin ti 46.01 USD/thng.
CHU U
- Bloomberg: Zimbabwe s dng ng USD lm phng tin thanh ton chnh thc sau khi loi b ng tin
ring vo nm 2009 do siu lm pht... Zimbabwe, quc gia chu Phi ni ting v siu lm pht my nm trc,
ang chun b pht hnh mt ng tin tng t nh ng USD nhm gii quyt tnh trng thiu tin m t nc
ny. Thng c Ngn hng Trung ng Zimbabwe John Mangudya ni ng tin m nc ny d nh pht hnh
c m bo bng s tin 200 triu USD t Ngn hng Xut nhp khu chu Phi. ng tin mi s bao gm cc
mnh gi 2, 5, 10 v 20 la, v c cng gi tr vi ng USD mnh gi tng ng. Zimbabwe s dng ng USD

lm phng tin thanh ton chnh thc sau khi loi b ng tin ring vo nm 2009 do siu lm pht.
- CNBC: Ngy 4/5, Ph Ch tch Hi ng B trng Cuba Ricardo Cabrisas Ruiz v B trng Kinh t v cnh tranh
Ty Ban Nha Luis De Guindos Jurado k{ tha thun ti c cu cc khon n trung v di hn ca La Habana vi
Madrid. hng co ca B Ngoi giao Cuba cho bit vn bn va c k kt ti Madrid l mt ng gp tch cc cho
vic pht trin mi quan h kinh t, thng mi v ti chnh gia hai quc gia c nhiu gn b lch s ny, v l tin
cho chuyn thm Cuba sp ti ca Ngoi trng Ty Ban Nha Jos Manuel Garca-Margallo.
- Vietstock: Thm ht thng mi ca Canada tng ln mc k lc 3.4 t la Canada (CAD), tng ng 2.6 t
USD, trong thng 3 do suy gim xut khu sang th trng M. S liu ca C quan Thng k nc ny cng b ngy
4/5 ch r nguyn nhn chnh khin thm ht tng mnh trong thng 3 l do th ng d vi M, i tc thng mi ln
nht, gim xung 1.17 t USD, thp nht k t thng 12/1993. C th, xut khu sang M gim 6.3%, xung cn 23.7
t USD. Nhp khu t M gim 4.8%, xung cn 22.5 t USD. Trong thng 2, th ng d thng mi vi M t trn 1.6
t USD. Nu khng tnh thng mi vi M, thm ht thng mi ca Canada vi phn cn li ca th gii tng ln
3.8 t USD trong thng 3 so vi gn 3.6 t USD trong thng trc .
CHU
- CNBC: trong khun kh chuyn thm chnh thc cp nh nc ti Iran t ngy 1-3/5, Tng thng Hn Quc Park
Geun-hye ngy 2/5 hi m vi Tng thng nc ch nh Hassan Rouhani vi trng tm l tng cng quan h
hp tc v kinh t v trao i v cc vn quc t m hai bn cng quan tm, trong c tnh hnh bn o Triu
Tin v khu vc Trung ng. Kt thc hi m, hai bn t chc hp bo v ra Tuyn b chung v chuyn thm. Kt
thc hi m thng nh, hai bn k{ 66 bin bn ghi nh (MOU) nhm y mnh hp tc trong 59 d n vi tng
quy m vn cam kt t 52.000 t won (khong 46 t USD), trong , ring lnh vc xy dng c s h tng v pht
trin nng lng c 30 d n vi tng s vn cam kt ban u khong 37,1 t USD v c th m rng ln ti 45,6 t
USD trong giai on 2.
- Bloomberg: Tha thun thng mi t do (FTA) ca Lin minh Thi Bnh Dng (gm Mexico, Colombia, Chile v
Peru) chnh thc c hiu lc t ngy 1/5, theo xa b ti 92% dng thu p trn 12.000 sn phm. FTA hin vn
gi cc mc thu quan u i t 5,7-103% i vi 960 dng thu ho c cc loi sn phm c cho l nhy cm v
a ra l trnh d b thu quan i vi cc m t hng ny t 2 n 14 nm. Trong s nhng m t hng p dng l trnh
gim thu c bt ng, sa bt, pho mt, u, cph, to, khoai ty, xoi, u , da, cam, ti.... Trong khi , ng,
ng glucose, fructose (ng tri cy hay hoa qu), mt ma, sir v ru etylic nm trong danh mc 34 m t hng
khng c gim thu nhp khu. M t khc, FTA a ra danh mc 22 m t hng cm, nh ht ging, nhiu loi ha
cht v trng ra.
- Marketwatch: Ngy 29-4, Cc Thng k i Loan thng bo trong qu{ 1-2016, GDP ca i Loan gim 0,84% so
vi cng kz nm ngoi trong bi cnh xut khu g p kh khn. mc gim ny su hn mc d on - 0,6% ca cc
chuyn gia kinh t. y l qu{ th ba lin tc, GDP ca i Loan suy gim. Trong qu 3 v qu 4-2015, GDP ca i
Loan ln lt suy gim 1,01% v 0,52%. i Loan l mt trong s cc nn kinh t chu b tc ng n ng n nht
bi tng trng tr tr ca Trung Quc v nhu cu suy yu trn ton cu. Xut khu ca i Loan gim 14 thng
lin tc.

NHN NH TH TRNG
CHART
VNI INDEX

HNX INDEX

Th trng chung tun qua tip tc phn ha vi thanh khon gim trn c 2 sn, sn HSX tip tc xu hng
tng gi trong khi sn HNX bin ng trong xu hng sideway. Trn sn HSX, nhm c phiu tr tip tc phn ha khi
MSN, VNM tip tc xu hng tng gi, GAS, VIC, FPT, BVH giao dch vi xu hng gi gim. Nhm chng khon vn
trong xu hng phn ha vi xu hng tch ly ch yu cc c phiu SSI, BVS, SHS, BSI, duy nht HCM bt ph hnh
thnh xu hng tng gi trong khi VND, AGR hnh thnh xu hng gi gim. Nhm c phiu ngn hng (VCB, CTG,
BID, MBB, EIB, STB, SHB, ACB) tip tc xu hng tng gi. Nhm c phiu bt ng sn (DXG, KDH, NLG, NTL) tr nn
phn ha v giao ng vi xu hng tch ly. Nhm c phiu va v nh (TSC, OGC,JVC, HAG, HNG..) xut hin lc
cu trong tun qua v bin ng trong xu hng tch ly. Trn sn HNX, nhm c phiu du kh (PVC, PVS, PXS, PVT)
bin ng gim gi. Trn phng din k thut, ng ca vi 1 cy nn xanh th hin tm l thng th ca bn mua,
cc ch bo k thut v xung lng th trng nh MACD, RSI hng ln vng qu bn xc nhn xu hng tng gi
trn HSX, nhm ngn hng tr thnh nhm dn dt chnh trong giai on hin nay, khng c tip theo ca Vnindex
quanh vng 615-617.

Phng u t Ti chnh - PVIF

Thng tin trong bo co c ly t ngun m PVIF cho l tin cy v c xem xt cn trng. Tuy nhin, PVIF
khng chu trch nhim i vi tnh chnh xc ca cc thng tin ny.Bo co ny th hin quan im ca ngi vit
ti thi im lp bo co, c th thay i m khng cn bo trc. Bo co ch c tnh tham kho m khng c hm
khuyn ngi c mua, bn hay nm gi bt c chng khon no. PVIF khng chu trch nhim i vi bt c khon
l no pht sinh do vic ngi c hnh ng theo cc thng tin trong bo co gy ra.