Thứ Hai, 18 tháng 3, 2013

SJS, KSB, ITA, GLT, EBS, BRC: Thông tin giao dịch lượng lớn cổ phiếu

 Market Vectors ETF Trust Market đã bán 470.960 cổ phiếu ITA. 

 CTCP Đầu tư Phát triển Đô thị và Khu công nghiệp Sông Đà (SJS): Market Vectors ETF Trust Market đã mua 115.160 cổ phiếu nâng lượng cổ phiếu nắm giữ từ 6.834.130 cổ phiếu lên 6.949.290 cổ phiếu tương đương tỷ lệ 7,02%. Giao dịch làm thay đổi tỷ lệ sở hữu thực hiện ngày 15/3/2013.

 Công ty Cổ phần Khoáng sản và Xây dựng Bình Dương (KSB):  Quỹ Đầu tư Chứng khoán Việt Nam (VF1) đã bán 152.250 cổ phiếu giảm lượng cổ phiếu nắm giữ từ 2.240.334 đơn vị tương đương tỷ lệ 12,45% còn 2.088.084 cổ phiếu tương đương tỷ lệ 11,6%. Giao dịch làm thay đổi tỷ lệ sở hữu thực hiện ngày 15/3/2013.

 CTCP Đầu tư Công nghiệp Tân Tạo (ITA):  Market Vectors ETF Trust Market đã bán 470.960 cổ phiếu giảm lượng cổ phiếu nắm giữ từ 31.201.549 cổ phiếu tương đương tỷ lệ 7,02% còn 30.730.589 cổ phiếu tương đương tỷ lệ 6,91%. Giao dịch làm thay đổi tỷ lệ sở hữu thực hiện ngày 14/3/2013.

 Công ty cổ phần Kỹ thuật điện Toàn Cầu (GLT):  Vietnam Infrastructure Investment Limited đã bán 178.266 CP giảm lượng cổ phiếu nắm giữ từ 509.266 CP (tỷ lệ 5,55%) còn 331.000 CP (tỷ lệ 3,61%). Giao dịch không còn là cổ đông lớn thực hiện ngày 6/3/2013.

 Công ty Cổ phần Sách Giáo dục tại Tp.Hà Nội (EBS):  Mutual Fund Elite (Non-UCITS) đã mua 98.000 CP nâng lượng cổ phiếu nắm giữ từ 902.000 CP (tỷ lệ 9,4%) lên 1.000.000 CP (tỷ lệ 10,42%). Ngày giao dịch thay đổi tỷ lệ sở hữu: 13/03/2013.

 Công ty cổ phần Cao su Bến Thành (BRC): Tập đoàn Công nghiệp Cao su Việt Nam đăng ký mua 292.270 cổ phiếu nâng lượng cổ phiếu nắm giữ từ 1.769.730 cổ phiếu tương đương tỷ lệ 21,45% lên 2.062.000 cổ phiếu tương đương tỷ lệ 24,99%. Giao dịch dự kiến thực hiện từ 21/3 đến 19/4/2013.

 Theo TTVN/HSX/HNX 


Công ty chứng khoán nhận định thị trường ngày 19/3

 Những yếu tố kỳ vọng về mặt chính sách hay KQKD Q1 của một số công ty, theo quan sát của chúng tôi, thực ra đã được phản ánh khá nhiều vào diễn biến giá cổ phiếu trong các nhịp tăng điểm vừa qua. 

 Chứng khoán ACB-ACBS: HNX-Index nhiều khả năng sẽ giảm sâu hơn về hỗ trợ 59 

 VN-Index:  Mặc dù đóng cửa giảm điểm, nhưng VN-Index thực tế dao động chậm chạp quanh tham chiếu trong suốt phiên giao dịch ngày hôm qua.

Khối lượng giảm cho thấy sự do dự của nhà đầu tư. Điều này có thể tiếp tục khiến VN-Index lình xình trong các phiên tới.

Ngày hôm qua, GMD, DIG, MSN và PVF nằm trong những mã giảm mạnh nhất. Sau phiên tăng mạnh hôm thứ Sáu tuần trước, phiên giảm hôm qua cùng khối lượng giao dịch thấp là dấu hiệu tiêu cực đối với những mã này trong các phiên tới.

Ngược lại, GAS có phiên tăng ấn tượng, đồng thời hạn chế đà giảm của chỉ số VN-Index ngày hôm qua. Tuy nhiên, GAS vẫn chưa thoát ra khỏi vùng giao dịch 44.000-48.000 kéo dài gần 2 tháng qua nên khả năng tiếp tục tăng điểm của mã này không cao.

 HNX-Index:  Tiêu cực hơn VN-Index, HNX-Index liên tục đi xuống trong suốt phiên hôm qua. Dù khối lượng thấp nhưng mức giảm mạnh cho thấy dấu hiệu tiêu cực với HNX-Index trong các phiên tới.

Dưới hỗ trợ nhỏ 61, HNX-Index nhiều khả năng sẽ giảm sâu hơn về hỗ trợ 59. Phiên giảm hôm qua làm tăng khả năng xảy ra của trường hợp này.

 Chứng khoán Sài Gòn-SSI: Cầu chưa sẵn sàng cho những mức cao hơn 

Đà tăng vẫn được giữ nếu chỉ số tiếp tục vận động trên đường trung bình động 20 ngày hiện ở mức 475 điểm. Một nhịp hiệu chỉnh kỹ thuật để kiểm định đường trung bình động một lần nữa có thể diễn ra để giúp chỉ số tăng trở lại, tuy nhiên cần chú ý nếu mốc 475 điểm bị xuyên sâu thì điều này chứng tỏ cầu ở giai đoạn này chưa sẵn sàng cho những mức cao hơn. Chúng tôi chỉ dừng lại ở mức khuyến nghị các cổ phiếu có sẵn để sẵn sàng điều chỉnh vị thế.

 Chứng khoán Bảo Việt-BVSC: Cả hai chỉ số nhiều khả năng sẽ rơi vào một giai đoạn đi ngang 

Phiên hôm nay cũng cho thấy tín hiệu đuối sức của các mã thanh khoản tốt trên sàn HNX. Điều này thể hiện tâm lý thận trọng của nhà đầu tư khi dòng tiền đang bắt đầu rời bỏ nhóm cổ phiếu mang tính đầu cơ cao. Như vậy, câu hỏi đặt ra trong ngắn hạn là liệu những yếu tố ch cực về mặt chính sách hoặc triển vọng KQKD Q1của một số ít công ty có đủ sức giữ nhịp cho thị trường hay không?

Trong quá khứ, thông thường diễn biến của nhóm cổ phiếu mang tính đầu cơ cao trên cả hai sàn có vai trò lớn hơn đến việc quyết định xu hướng của thị trường chung cũng như tâm lý nhà đầu tư. Hơn nữa, những yếu tố kỳ vọng về mặt chính sách hay KQKD Q1 của một số công ty, theo quan sát của chúng tôi, thực ra đã được phản ánh khá nhiều vào diễn biến giá cổ phiếu trong các nhịp tăng điểm vừa qua.

Chính vì vậy, nếu không có những yếu tố hỗ trợ mới về mặt thông tin chính sách, những tác động tích cực còn lại lên giá cổ phiếu có thể sẽ không đủ mạnh để giữ nhịp cho thị trường và cả hai chỉ số nhiều khả năng sẽ rơi vào một giai đoạn đi ngang trước khi tiếp tục sụt giảm.

 Thanh Hiên 

 Theo TTVN/Bản tin các công ty chứng khoán 


Ông Trần Xuân Huy xin từ nhiệm Thành viên HĐQT của Sacombank

 Ngày 16/03/2013, HĐQT Sacombank đã họp và thống nhất thông qua nguyện vọng xin từ nhiệm của ông Trần Xuân Huy, đồng thời sẽ trình đại hội cổ đông Sacombank xem xét. 

Cuối giờ chiều ngày 18/3/2013, Ngân hàng Thương mại Cổ phần Sài Gòn Thương Tín (Sacombank- STB ) thông báo trên website Nghị quyết về việc bầu cử bổ sung thành viên Hội đồng quản trị Sacombank nhiệm kỳ 2011-2015.

Theo đó, ngân hàng thống nhất bầu cử bổ sung 03 Thành viên Hội đồng quản trị (trong đó có 01 thành viên độc lập) nhiệm kỳ 2011 – 2015. Số lượng thành viên Hội đồng quản trị sau khi bầu bổ sung là 10 thành viên.

Ngoài ra, Ông Trần Xuân Huy đã gửi đơn xin từ nhiệm chức danh Thành viên HĐQT kể từ ngày 25/04/2013 vì lý do cá nhân. Ngày 16/03/2013, HĐQT Sacombank đã họp và thống nhất thông qua nguyện vọng xin từ nhiệm của ông Trần Xuân Huy, đồng thời sẽ trình đại hội cổ đông Sacombank xem xét quyết định trong phiên họp gần nhất theo quy định.

Ông Trần Xuân Huy sinh năm 1972 và gia nhập Sacombank từ năm 2000. Ông Huy từng là Tổng giám đốc Sacombank và được thôi nhiệm từ 1/6/2012 để tham gia HĐQT theo tinh thần Nghị quyết ĐHCĐ thường niên năm 2011. Thời điểm đó, ông Phan Huy Khang từng là Tổng giám đốc ngân hàng Phương Nam lên nắm quyền TGĐ thay ông Huy.

 Thanh Hiên 

 Theo TTVN/Sacombank 


Thứ Sáu, 15 tháng 3, 2013

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golf war – the catalyst

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primary Players

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Thứ Hai, 11 tháng 3, 2013

Leo really alabama surgical treatment can possibly become receive w pepephone state

the best of cosmetic surgery can be found in orange county. along with the latest developments of cosmetic surgery, it is now fairly easy to become beautiful. Women who do not feel very much confidence about their bodies just need to save a few dollars and get themselves a trusted cosmetic surgeon. in a matter of just a few hours, you'll be able to remove that unwanted fat, increase your breast size or even make a few changes on your face.

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Thứ Bảy, 9 tháng 3, 2013

Market Vector Vietnam: Giá cổ phiếu tăng mạnh, sẽ giảm tỷ trọng tại 11 cổ phiếu?

 Đêm hôm qua, quỹ ETF Vietnam Market Vector (VNM) công bố thay đổi danh mục chỉ số Market Vector Vietnam Index, danh mục với tỷ trọng mới sẽ có hiệu lực từ ngày 18/3/2013. 

Theo đó trong kỳ review này danh mục cổ phiếu trong   my pham the face shop   rổ VNM vẫn được giữ nguyên, không thêm bớt cổ phiếu nào.

Tuy nhiên tỷ trọng nắm giữ có phần thay đổi. Có 7 cổ phiếu bị giảm tỷ trọng so với kỳ review trước đó là VIC, STB, HAG, PVS (giảm mạnh nhất từ 5,43% xuống 2,96%), PVD, HPG và SHS, các cổ phiếu được tăng tỷ trọng mạnh nhất so với kỳ review trước đó là VCG (tăng tỷ trọng hơn 1% từ 3,07% lên 4,08%), BVH (tăng từ 7% lên 8%)

 Danh   tui dung laptop   mục tỷ trọng VNM áp dụng từ 18/3/2013 

Vấn đề ở chỗ, giá các cổ phiếu Việt Nam đã tăng khá mạnh so với kỳ review trước, do đó, ở thời điểm gần nhất ngày 7/3/2013, tỷ trọng của các cổ phiếu đã vượt quá số cần tăng.

Điển hình là BVH, tỷ trọng của cổ phiếu này trong rổ Market Vector Vietnam Index tại ngày 7/3 là 9,38%, vượt quá tỷ trọng 8% cần thay đổi, như vậy nếu giá các cổ phiếu không đổi thì VNM sẽ phải giảm tỷ trọng BVH xuống 1,38% NAV.


Nếu   mu online 2013   căn cứ theo tỷ trọng của ngày 7/3, theo kỳ review mới sẽ có 11 cổ phiếu bị giảm tỷ trọng và 6 cổ phiếu tăng tỷ trọng. Giá trị cổ phiếu trong rổ sẽ phải giảm khoảng hơn 320.000 USD so với thời điểm 7/3.


 

 Nếu   ban de laptop   thị giá các cổ phiếu không thay đổi nhiều, dự đoán số lượng cổ phiếu trong danh mục của VNM sẽ thay đổi như trên 

 

Nếu tính theo thị giá ngày 7/3, PVS là cổ phiếu sẽ bị bán ra mạnh nhất với 12,35 triệu cổ phiếu, để giảm tỷ trọng từ 5,13% về 2,96%, BVH và ITA sẽ bị bán ra khoảng hơn 2 triệu cổ phiếu, trong khi VCG sẽ được mua vào khoảng 4,7 triệu cổ phiếu, PVX được mua vào khoảng 2,8 triệu cp, STB được mua vào khoảng 1,93 triệu cổ phiếu.

Tất nhiên, việc thay đổi danh mục sẽ phụ thuộc vào 2 yếu tố, nếu giá không đổi sẽ thay đổi số lượng, còn nếu giá giảm hay tăng lên thì số   mu moi open   lượng mua vào hay giảm đi sẽ thay đổi theo. Hiện tại NAV của VNM đạt 418,6 triệu USD, tăng 32,2% trong 3 tháng, giá chững chỉ quỹ VNM tăng hơn 40% trong vòng 3 tháng qua và trở thành một trong các chứng chỉ quỹ có mức tăng trưởng ấn tượng nhất thế giới.


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ĐHĐCĐ 2013: HOT giảm mạnh kế hoạch lợi nhuận 2013

 Sáng 09/03, CTCP Du Lịch Dịch Vụ Hội An (HOSE: HOT) đã tổ chức họp ĐHĐCĐ thường niên 2013 với số cổ đông tham dự đạt trên 93% cổ phần có quyền biểu quyết. 

Đại hội đã thông qua các báo cáo của HĐQT, BKS trong đó có kết quả kinh doanh năm 2012 với chỉ tiêu doanh   my pham the face shop   thu thuần 158 tỷ đồng và lợi nhuận sau thuế 33.8 tỷ đồng cùng tăng 20% so cùng kỳ năm trước.

Với kết quả này, Đại hội đồng ý dành 21.63 tỷ đồng để trả cổ tức cho cổ đông bằng tiền mặt trị giá 2,704 đồng/cp, trong đó công ty đã tạm ứng 1,000 đồng/cp và sẽ chi trả phần còn lại trong thời gian tới.

Với tờ trình về kế hoạch kinh doanh năm 2013, HĐQT công ty cho biết, do   tui dung laptop   dự báo tình hình kinh tế thế giới và trong nước vẫn khó khăn ảnh hưởng tiêu cực đến hoạt động kinh doanh của ngành du lịch nói chung và công ty nói riêng. Hơn nữa, Khách sạn Hội An (một trong những nguồn thu chính của HOT) sẽ tiếp tục vấp phải khó khăn khi phải chia sẻ thị phần bởi hàng loạt khách sạn vừa mới đưa vào khai thác từ cuối năm 2012 như Vĩnh Hưng 5, Marina Hotel…

Bên   mu online 2013   cạnh đó, một số yếu tố đầu vào được dự báo sẽ gia tăng như giá điện, tiền thuê đất của khu du lịch biển, tiền lương…Đồng thời, trong năm 2013, công ty cũng có kế hoạch nâng cấp Khu du lịch biển theo phương án chia khu du lịch thành 2 cụm để đảm bảo vừa kinh doanh, vừa cải tạo hạn chế tối đa việc ảnh hưởng đến hoạt động kinh doanh.

Do đó, HĐQT đã trình kế hoạch kinh doanh năm   ban de laptop   2013 với các chỉ tiêu thấp hơn mức thực hiện của năm 2012. Cụ thể, kế hoạch tổng doanh thu 163 tỷ đồng và kế hoạch lợi nhuận trước thuế 29.7 tỷ đồng (năm 2012 đạt 45.43 tỷ đồng). Trong đó, công ty đặt kế hoạch tăng mạnh lãi thực hiện ở Trung tâm Lữ hành với 2.1 tỷ đồng tăng gần gấp đôi so thực hiện năm 2012, trong khi đó lại giảm ½ kế hoạch lãi thực ở khu du lịch Hội An xuống còn 10.7   mu moi open   tỷ đồng. Còn với khách sạn Hội An và Xí nghiệp giặt, chỉ tiêu không thay đổi nhiều so thực hiện năm trước.

Cổ đông đều nhất trí với đề xuất này và đã biểu quyết thông qua với tỷ lệ gần như tuyệt đối. Ngoài ra, Đại hội cũng đồng để công ty chi trả cổ tức bằng tiền mặt và tiến hành chi trả thành 2 đợt, đợt 1 dự kiến thực hiện trong quý 3/2013 tổng cộng 2,072 đồng/cp.


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