Tun t 16/05/2016-20/05/2016

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
610.82
614.81
3.99
0.7%
651
7.1%
12,443
4.8%

HNX Index
81.27
81.75
0.48
0.6%
240
11.4%
2,899
7.4%

BIN NG TH TRNG
Tun ny, th trng chung xut hin p lc bn cc nhm c phiu vn ha ln, dng tin rt dn ra khi th
trng v tp dng dn vo nhm ngn hng, penny. im s tun ny vn cao hn tun trc vi thanh khon tng
dn, khi ngoi tip tc mua rng trong tun.
GIAO DCH CA NH U T NC NGOI
THNG K GIAO DCH CA NH U T NC NGOI TRONG TUN
200
148.09

147.69

150

109.4

100
50

35.8
14.09

34.09
11.25

20.74

0
Th 2

Th 3

Th 4

Th 5

Th-2.16
6

-50
-100
-100.829
-150
HSX

HNX

Trong tun ny, khi ngoi mua rng trn ton th trng vi tng gi tr l 418.16 t ng. Nh u t nc
ngoi mua mnh phin th 4 ngy 18/05 vi gi tr gn 159,34 t ng. Trn HSX, cc m c NTNN mua mnh
l MBB, PVD, GAS, NT2, SSI trong khi bn VIC, HPG, VCB, PGD, HSG. Trn sn HNX, cc m c NTNN mua
mnh l BVS, PLC, MAS, VGS, VND v bn cc m PVS, HUT, VTV, NDN, HKB.

TIN TC NI BT TRONG TUN

TIN TRONG NC
- NDH: Lin B Cng Thng- Ti chnh va c thng bo iu chnh gi xng du theo chu kz. t iu chnh ln
ny, gi xng RON 92 tng 243 ng/lt, ng nh d on trc . C th, Lin B Cng Thng- Ti chnh cho
bit, bnh qun githnh phm xng duth gii trong 5 ngy trc ngy 2 /5 l 54,873 S /th ng xng RON 92
53,734 USD/thng du diesel 0.05S; 53,697 USD/thng du ha; 220,875 USD/tn du mazut 180CST 3.5S.
Nh vy, b nh un gi thnh phm xng du th gii ti kz iu hnh ny so vi kz iu hnh trc lin k tng

,2 7 S /th ng i vi xng RON 92 tng ng 2,3

tng ,754 S /th ng i vi du diesel . 5S tng ng
3,4
tng ,234 S /th ng i vi du ha tng ng 2,4
tng ,694 S /tn i vi du ma ut 8 CST 3.5S
tng ng 5,6 .
- Cafef: Bo co ca y ban Kinh t - X hi khu vc chu - Thi B nh ng a ra ti Kha hp nh gi kinh t
Vit Nam ang chuyn bin tch cc, d kin nm 2 6 t mc tng trng 6,9 , cao hn mc 6,7 nm 2 5. Bo
co ca y ban Kinh t - X hi khu vc chu - Thi B nh ng a ra ti Kha hp nh gi kinh t Vit Nam ang
chuyn bin tch cc, d kin nm 2 6 t mc tng trng 6,9 , cao hn mc 6,7 nm 2 5 cho rng vic Vit
Nam tham gia Hip nh i tc xuyn Thi B nh ng TPP v Hip nh thng mi t do Vit Nam Lin minh
chu u (EVFTA) s to thm c hi thu ht vn u t nc ngoi v thc y tng trng kinh t.
- Vneconomy: Thng mi hng ha ca Vit Nam tip tc thng d gn 280 triu S trong thng 4, a mc
xut siu t u nm ln ,76 t USD. Kim ngch xut khu v nhp khu ca Vit Nam trong thng 4 u gim nh
so vi thng 3. S liu thng k t Tng cc Hi quan cho thy gi tr xut khu hng ha ca Vit Nam trong thng 4
t 14,35 t USD, gim 5,1% so vi thng trc; trong khi nhp khu t 14,07 t USD, gim 2,9 . Ly k 4 thng u
nm, kim ngch xut khu ca Vit Nam t 53,1 t S , tng 6,5 so vi cng kz nm trc; trong khi kim ngch
nhp khu t 51,34 t USD, gim nh ,3 . Nh vy, Vit Nam tip tc xut siu 277,3 triu USD trong thng 4 ghi
nhn thng xut siu th ba trong vng 4 thng, a mc thng d thng mi hng ha t u nm n nay ln
1,76 t USD.
TIN QUC T
M
- Reuters: S&P 500 khp phin ngy th Nm ti mc thp nht k t thng 3/2016 khi mi lo lng Cc D tr Lin
bang M (Fed) c th nng li sut vo thng 6/2 6 ngy cng gia tng. Kt thc phin giao dch ngy th Nm, ch
s Dow Jones h 0.52% xung 7,434.99 im, ch s S&P 500 mt .37 cn 2, 4 . 4 im v ch s Nasdaq
Composite li 0.56% xung 4,7 2.53 im. Trn sn New York, s c phiu gim vt s c phiu tng theo t l
2,163:855. T l ny trn sn Nasdaq l 1,960:841.
- Marketwatch: Cc hp ng du th tng lai gim gi vo ngy th Nm do kz vng Cc D tr Lin bang M
(Fed) s nng li sut nhc bng ng S , nhng cc hp ng ny rt ngn st gim nh mi lo lng v s
c gin on ngun cung ti Nigeria. Kt thc phin giao dch ngy th Nm, hp ng du th ngt nh WTI giao
thng 6 trn sn Nymex l i 3 xu tng ng 0.1%) xung 48.16 USD/thng, sau khi lao xung 46.73 USD/thng vo
u phin. Hp ng du Brent giao thng 7 trn sn London h 8 xu xung 48.85 USD/thng sau khi chm xung
mc thp nht trong phin ti 47.38 USD/thng.
- Reuters: Vng gim hn
vo ngy th Nm, ng thi khp phin ti mc thp nht trong 3 tun sau khi bin
bn hp thng 4/2016 t Cc D tr Lin bang M (Fed) bo hiu c uan ny c th nng li sut vo thng 6/2016.
Kt thc phin giao dch ngy th Nm, hp ng vng giao thng 6 li 1.5% xung 1,254.80 USD/oz. Bin bn hp
mi nht ca Fed cho thy c uan ny c th nng li sut nu d liu kinh t ch ra tc tng trng qu 2/2016
mnh ng thi lm pht v th trng lao ng cng phi tng cao.
CHU U
- Bloomberg: Va ua, Ngn hng Trung ng Anh BoE cng b quyt nh iu hnh li sut v thng bo
ni dung cuc hp ca y ban CSTT v bo co lm pht u{. Theo , BoE vn gi nguyn li sut mc thp l
0,5% trong khi lm pht tnh theo nm vn thp hn mc mc tiu l 2%. Tuy nhin, th trng cho rng BoE c th
s phi thay i chnh sch ca m nh trong nm nay trc xu hng gia tng ca ch s gi tiu dng v cc khon vay
tn dng. Ch s CPI theo nm n thng 3/2 6 tng ,5 v xu hng ny h nh thnh t thng 10/2015. Li
sut iu hnh ca BoE c kz vng iu chnh tng t cui nm 2 5, nhng s phc hi yu t ca nn kinh t
v tng lai ca tha thun Brexit cn tr iu ny trn thc t.
- CNBC: Ngy 17/5, cuc hp Hi ng Nng nghip Lin minh chu u (EU) vi s tham d ca cc b trng
nng nghip EU din ra ti Brussels khng t c tha thun v vic trin khai bin php h tr cc nng dn
sn xut sa. Chng tr nh ngh s cuc hp 28 B trng Nng nghip EU tp trung vo hai im chnh lin quan
trc tip n cuc khng hong ngnh sa hin nay l tnh hnh th trng v vic trin khai cc bin php h tr
nng dn c quyt nh t hi thng Ba va qua.
CHU
- CNBC: Theo Tn Hoa x, ngy 16/5, Ngn hng Nhn dn Trung Quc (PBOC - ngn hng trung ng bm 25 t

nhn dn t tng ng 3,8 t USD) vo th trng nhm bo m thanh khon. Trc , PBOC bm 45 t
nhn dn t theo hp ng mua li c kz hn (repo), theo ngn hng trung ng mua tri phiu t cc ngn hng
vi tha thun bn li chng trong tng lai. Trong mt tuyn b, PBOC cho bit cc hp ng mua li c phiu ny
c kz hn 7 ngy vi li sut 2,25%.
- Bloomberg: cc v sa thi ln trong thi gian ti s tp trung ti cc trung tm cng nghip dc b bin pha
ng Nam ca Hn Quc, ni cc nh my ng tu v cng bin chim u th. Ngnh cng nghip nng ca Hn
Quc - lnh vc gip thc y tng trng kinh t nc ny trong nhng thp k trc - hin ang lm cnh thua l
do suy gim tng trng kinh t ton cu, d tha cng sut, v s cnh tranh ngy cng mnh t Trung Quc.
nhn c s h tr ti chnh t cc ngn hng v Chnh ph, cc cng ty cng nghip nng ca Hn Quc buc phi
ct gim nhn s v bn bt nhng ti sn khng c kh nng sinh li

NHN NH TH TRNG
CHART
VNI INDEX

HNX INDEX

Th trng chung tun qua tr li xu hng sideway vi p lc bn nhm c phiu tr, thanh khon tng so vi
tun giao dch trc . Trn sn HSX, nhm c phiu tr (GAS, VNM, FPT, MSN, VIC, BVH) ch yu bin ng trong
xu hng sideway down do p lc bn xy ra. Nhm chng khon (HCM, SSI, BVS, VND, SHS, AGR, BSI) bin ng ch
yu trong xu hng gi gim. Nhm c phiu ngn hng tr nn phn ha khi VCB, CTG, BID, STB, ACB hnh thnh xu
hng gi gim, chiu ngc li MBB, EIB, SHB h nh thnh xu hng tng im. 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) ang trong u tr nh iu chnh gim trc xu hng tng gi t tun trc. Trn phng din
k thut, ng ca vi 1 cy nn Inverted Hammer mu xanh trn th tun th hin p lc bn xut hin khi
Vnindex tim cn vng khng c, cc ch bo v xu lng th trng vn ang vng qu mua. Cc nhm c phiu
tr vn tip tc lun chuyn th trng, mt s c phiu nhm ngn hng tr thnh nhm dn dt, dng tin c
du chuyn dn xung lp c phiu Mid cap v penny. C th sang tun, Vnindex s test li vng khng c quanh
625-630.

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 uan 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.