24-11-2019: New lesson: buy after big correction, sell when accummulation sometime (1 month) and no leader already

break o

Ko vào khi critical ko chắc

Ko quan trong KQKD, CP nao bat truoc cu nam, ko nhay tau - No changing position for subjective assessment of better perform
Internal buying required

Quy trình:
Tìm CP có KQKD dự báo tốt trong năm ==> watch list ==> vào khi break
Khong mua trong phien, chi mua ATC, LO phien sau Không xem bảng điểm trong phiên
Week chart critical
Intraday breakout rate of pull back at the end of the session

Distribution dưới MA20 tính 1/2 phiên

Short term correction cp tốt ko gãy?

Weekchart: volume hơn 40% phiên trước plus cao hơn MV20, hoặc cao hơn MV20 40%?
Ko mua absolute khi khối lượng ko có
no leader already break out of sound base

sessment of better performance, just better technical is good

Có thể bị beartrap week

Noi bo mua - Instutional sponsor (chu y cac quy VN rat ngu), 0
new products cau chuyen, nha may moi?
Cp cung nganh cung bat (hot sector)
quy gan nhat ok, CHAC CHẮN 90% tro len KQKD tốt 1-2 quý, tương lai, năm tiếp theo

Thị trường, có leader? ETF cung tinh follow through, Có distribution sau khoảng 1 tháng tích lũy? ????
Leader or laggard, ROE 17%, strong financial statement 0
5 năm gần nhất, 3 nam accelerate, ko vay no hoac vay no it
2 đỉnh cốc ngang nhau, dưới đỉnh trước 1% -2, trên -1, handle upper half
thanh khoản
Base đủ ngày tháng 3-4 tháng, sau khi index điều chỉnh
Base cạn khối lượng ko có chữ V, 3rd stage - 4rrd stage base
Handle hon 12%, cup hon 2 1/2 thi truong, handle in bear, deteriorate little, handle hon 1 tuan
Day chart
Week chart
Prior 30%, nổ hơn 40%, phien truoc hoac VMA10 20 (no hon 40% phai cao hon VMA)
Phat hanh qua muc, good news
Ko bi tang theo du doan truoc (ke hoach tang 100%, kha nang dat nhung gia da tang truoc khi loi nhuan
tang) - TICH LUY
Dau song

So du 10-04: 100tr
MSB 11-21 SHB VJC CTR 3-22 TMS 3-22 VIB 4-22 PNJ 3-22 VSC 4-22 GAS 6 6 22

ox

lead? ?? ox

x x
x
x

ox

250tr 200tr 90tr

100tr 125tr 100tr 250tr
vao 45tr vao 220tr
vao dc 200
VCBS het
tien ko khop
Blue break chart là còn sóng?

Đầu sóng tăng điên, cuối sóng tăng yếu (sóng to 5 năm)

Newcomer Feb-21

DHC Du bao tot 2021, Nha may giay moi hoat dong
NAF Ke hoach 37%, uoc tinh 25%
BNA
PTB ke hoach tang 40%, uoc tinh 35%
MBB ke hoach tang 25-30%, uoc tinh 35%
ACB Banca insurance
LPB Pho tong mua
MSB Du bao 30%, uoc tinh 30%
SHB, BID Noi bo mua, Failed Cup with handle
CTG Banca insurance
VIB Noi boi mua
BWE Uoc tinh 30%
DGW Uoc tinh 30%, RISK: đã tăng quá nóng trước đây
PNJ Noi bo mua, update tháng, MORE ANALYSIS TO FOLLOW
NVL Noi bo mua, 5 nam tang, giam toc nam ngoai
TCH Noi bo mua, no 1000, tien mat 6000,

D2D QUAI VAT

DIG Đánh giá lại, noi bo mua
TPB
NLG Ke hoach 38%, lien tuc dat kh
SZC Ke hoach bang nam ngoai, thuong cao hon ke hoach 30 - 50%, noi bo mua 2 quy cuoi nam kha nang

VCI ke hoach 31%, TGD mua, rinh thang 5 2021

NAB quy 1 2021 lai tang gap 3
HDB ke hoach 34% thuong dat, noi bo mua
BVB ke hoach 44%, quy 1 gap doi
KDC ke hoach 92%, noi bo mua
SSB Ke hoach 40%
BNA
GEX Hop nhat VGC
ANV Ke hoach lai 450 ti, hoan thanh lien tuc

KDC Noi bo mua, ke hoach khung

PET Nbo mua, ke hoach 36%
hmc' thep ke hoach tang co dong lon mua
HAH Ke hoach tang 7%, thuong tang 10 - 100%, noi bo mua
CTR Quy 2 tang 78% noi bo mua
DRC Noi bo mua, xuat khau My, Radial
VGC Bieu do dep, noi bo mua, quy 2 tang gap doi
GEG Dien gio cuoi nam, dat ke hoach lien tuc

VSH Nha may TD moi, REE mua

PPC Em dau pho tong mua 10k cp
L14 Quy 2 tot noi bo mua
TMS Bao cao soat xet quy 2 tang 50%
TDM Noi bo mua, nc dong nai co tuc thang 9 2021, ke hoach dat lien tuc
 2022
HDG Noi bo mua, ke hoach 2022 - 2023 tang tot

2 quy cuoi nam kha nang mua duoc

DNSE
Date of forecast 4/2016 4/2016 6/2016 7/2016 3/2018 12/2017 7/2018
Du bao 127.5 580 130 124.3 365 1147
Thuc te 102.7 487 122 87 751 600
Chenh lech -24% -19% -7% -43% 51% -91% -2%
Ma ck FMC HAH SVC PXS HDG DCM PNJ
Forecast period 2016 2016 2016 2016 2018 2017 2018
SSI
Date of forecast
Du bao
Thuc te
Chenh lech
Ma ck
Forecast period
FPTS
Date of forecast 5 19 12 18 10 13 10 13 10 13 10 13 10 13
Du bao 250 50 1639 1238 1301 1343 1443
Thuc te ?? 36 2250 1301 604 615 1003
Chenh lech -39% 27% 5% -115% -118% -44%
Ma ck AST PLC PPC PPC PPC PPC PPC
Forecast period 2019 4 2019 2013 2014 2015 2016 2017
MIRAE ASSET
Date of forecast 5 2016 5 2016
Du bao 367 1053
Thuc te 294 653
Chenh lech -25% -61%
Ma ck KBC KBC
Forecast period Q3+4/2016 2017
Viet capital
Date of forecast 29-7-2019 14-5-2019 Aug-19 Aug-19 Aug-19 Mar-20 Aug-20
Du bao 5000 14000 850 171 700 6900
Thuc te 3600 13900 450 81 700 7500
Chenh lech -39% -1% -89% -111% 0% 8% 0%
Ma ck HPG VCB VHC HSG ACB GMD
Forecast period Q3+4/2019 Q234 2019 Q34 2019 Q3 2019 Q34 2019 2020 T8-12 2020
KB Securities
Date of forecast 2 19
Du bao 8196
Thuc te
Chenh lech
Ma ck MBB
Forecast period 2019

HSC
Date of forecast 10 16 10 16 8 8 2016 11 2016
Du bao 100 400 219 323
Thuc te 400 1000 205 285
Chenh lech 75% 60% -7% -13%
Ma ck DXG DXG PNJ VSH
Forecast period Q4 2016 2017 Q 3 + 4 2016 2017

TVS Tan Viet

Date of forecast 3 2016 4 2016 2 2017 2 2017 4 2016 6 2016 3 2017
Du bao 1253 127 11600 13900 323 185 650
Thuc te 1085 26 12228 12051 -1000 185 725
Chenh lech -15% -388% 5% -15% 132% 0% 10%
Ma ck NT2 STK VNM VNM TTF VFG PNJ
Forecast period 2016 2016 2017 2018 2016 2016 2017
BSC
Date of forecast 5 2020 12 2019 12 2019 11 2019 11 2019 OK 9 2019
Du bao 145 280 26 2200 122 5800
Thuc te 57 4 2800 111 4000
Chenh lech #DIV/0! -391% -550% 21% -10% -45%
Ma ck SZC TDT TDT VTP VTP VCB VHC DT
Forecast period 2020 DT Q4 2019 Q4 2019 DT Q4 19 LN Q4 19 Q4 2019 2H 19

BVS
Date of forecast 8 2019
Du bao 70
Thuc te 78
Chenh lech 10%
Ma ck DGW
Forecast period H2 2019

MBS HDG 2019 21/5/2018 ok

HDG 2018 21/5/2018 ok

PC1 2019 Jul-18 Lech 60% Chim lon

PC1 2020 Jul-18 Lech 75% Chim lon

HPG Jul-18 Quy 3 4 18 Lech 25% Bim bim

Jul-18 2019 Lech 50% Bim bim
 xao lon
7/2018
800
1000
20%
DXG
Q3+4 2018

xao lon
12 18 11 18
80 12
127 3
37% -300%
FCN TDT
4 18 4 18
xao lon

Aug-20 Sep-20 Sep-20 Sep-20 Nov-20 Sep-20 20-Nov May-20 Hên xui
666 14700 1600 118 2200 12100 -2000
600 17700 1800 68 1400 36000 -8500
-11% 5% 17% 11% -74% -57% 66% 76%
NLG CII VHM TPB GMD BSR HPG HVN
Q34 2020 Q34 2020 Q34 2020 Q34 2020 Q4 2020 Q34 2020 2021 Q234 2020

xao VCL

TO be followed
3 2017 1 2018 1 2018
 760 2662 3284
960 2880 3859.2
21% 8% 15%
PNJ MWG MWG
2018 2018 2019

9 2019 9 2019 9 2019 10 2019 10 2019 10 2019 10 2019 11 19

700 68 1700 190 1900 43 110
450 48 1500 133 2500 50 150
-56% OK -42% -13% -43% 24% 14% 27%
VHC LN TRC DT TRC LN PC1 PC1 DGW DGW PVD
2H 19 2H 19 2H 19 DT Q4 201Q4 2019 DT Q4 201Q4 2019 Q4 2019
Chuyên bìm bịp?
PENM IV Germany GmbH & Co. KG
Co phieu HPG GTN MSN
Gia tri 150tr 200 ti 1700 ti
Ngay 4 17 1 17 12 2017
Sau 3 thang 10% -15% 30%
Sau 1 nam 100% -20% 10%
Sau 2 nam 60% -40% 0%
Thoai von 0%
Sau bn nam 2.5
PVD 11 2020 Weekchart ok Day bad Ok

CTR thàng 7,8 2020 Weekchart bad Daychart ok Not ok

CTR thàng 9 2020 Weekchart ok Daychart ok Ok

HSG 20-01-2020 Weekchart bad Daychart ok Not ok

GIL 27-7-20 Weekchart ok Day bad Ok

PPC 8/1/2019 Weekchart ok Day bad Ok
HPG 30-05-2016 Weekchart ok Day bad Ok
HPG 27-03-2017 Weekchart ok Day bad Ok
HPG 12/6/2017 Weekchart bad Daychart ok Ok
HPG 9/9/2013 Weekchart ok Day bad Ok
HPG 16/9/2013 Weekchart ok Day bad Ok
BWE 7/9/2020 Weekchart ok Day bad Ok
PHR 12/11/2018 Weekchart ok Day bad Ok
MWG 2/5/2016 Weekchart ok Day bad Ok

Weekchart with distribution day

TPB 9/5/2021 Weekchart ok Day bad Ok
VCB 5/3/2012 Weekchart ok Day bad Ok
VCB 15/12/2014 Weekchart ok Day ok Ok
VCB 10/6/2019 Weekchart ok Day bad Ok
PNJ 13/11/19 Weekchart ok Day ok ok
PNJ 29/2/16 Weekchart ok Day bad ok
TNG 4/1/2021 Weekchart ok Day ok ok
REE 19/3/2012 Weekchart ok Day bad ok
FPT 16/11/20 Weekchart ok Day ok ok
VIB 10/8/2020 Weekchart ok Day ok ok
VSC 6/7.20 Weekchart ok Day bad ok
DHC 11/5/2020 Weekchart ok Day ok fail
Weekchart < VMA20

Weekchart > VMA20 40% nhung khong hon previous week 40%?
KQKD ok

KQKD ok

KQKD bad

Thanh khoan yeu? Chart absolute price?

VNM Mar-19 ok
FPT Mar-19 ok

Jul-15