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The trend of the cash flow: Timing portfolio structure?
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The market has a positive move, but experts start with strategic differentiation in the transaction ...
Identify technical minded professionals that interview last week stressed the opportunity spurt over 600 points of the VN-Index. But when the results were confirmed, began to appear more conservative views.
It reached 600 points just a movement to bring the market into a stronger resistance and experts say it is time to be cautious. Viewpoints technique quite agree on the strongest shaking happens when markets move higher, even short-term risk adjusted.
Angle more fundamental that the stocks will increase in the future alternate, rather than appear a massive rally. The most conservative assessment Q3 business results are not really good, although external factors may continue to support the market.
The cautious strategy has not increased share position in the last week, but still have the purchasing transaction selected with the highest percentage to 100%. But stock position can be reduced for short-term transactions as market towards strong resistance in the coming weeks.
Nguyen Hoang
VNS
Ultimately, it was possible relief for 4 Monday also struggled result is VN Index reached 600 points in the weekend. Thus expected of siblings to be tested quite accurate. But the more important thing is the last week of you do not expect too big to beat this increase. So the market is moving into an agricultural field or can sell at peak higher expectations, such 630 points?
Le Duc Khanh
Chief Economist and Director of Investment Strategy, Securities Maritime (MSI)
From the perspective of technical analysis and cash flow analysis made by a participation in the job market indicators VN Index exceeded 600, then 610 and even 640 points is only a matter of time.
In short, every point 600-610 points is the very strong resistance to challenge investor sentiment, if VN-Index fluctuated many struggling new version exceeded 600 points in the past week, the 610 point threshold continue to be the mold resistance of the market in the coming week.
Not only VN-Index is facing landmark 610 points - points "risk" promises sharp correction in the short term for all active trading T + but many individual stocks are also faced with the threshold adjusted in next week.
I do not think the VN-Index going up 630 points at which recommends caution speculators in 610 point mark. The market will need more time to adjust to this milestone around 630 points before proceeding to the next time. Because of "timing the market" is the most important factor for the short-term trading activity.
Ms. Ho Hsuan
Head of Investment Consulting, Stock VNDIRECT
Market "through labor" Successful confident that cash flow and strength. Still believe in the optimistic scenario of the market and ability to reach the 630, I think that the movements of the market will not have obstacles.
I'm still inclined to trend upward but slow and zig zag, continued increased expression of individual stocks and not have the massive beat consensus.
Mr. Tran Xuan Bach
Market Strategies Division, Securities Vietnam
With cumulative positive developments and breakthroughs through the psychological resistance of 600 points on the VN-Index last week that I expect the uptrend of the index will continue to be maintained in the coming weeks.
Destination expectations immediate indicator can hope lies at 610 points and further strong resistance 620-630 points in the near future.
Pham Thien Quang
Head of Equity Research - Securities MBS
The market may still continue to rise in the short term but do not expect this rally is sustainable because the reality of the business that we're tracking, Q3 business results really are not too good, profit after tax has not changed much over the same period.
Meanwhile, world market also in the same situation, US stocks rose amid Q3 business results of enterprises and nothing is impressive (Q3 profit growth firms Basketball index S & P 500 decline).
Maybe net purchase foreign factors will help retain the rhythm market increase, but I think the market is likely going to sell more agricultural land will continue to speed up, based on fundamentals is growing Profit is not optimistic as analyzed above.
Nguyen Hoang
VNS
Influence of business resulting information is very clear this week, creating a divergence in price can be seen, even split between two floors. The good numbers has led to increased price volatility is very good but there are many stocks did not increase even when profits exceeded. Seems like the most sumptuous banquet on business results have been revealed. Does the impact of this information may decline in the near future?
Ms. Ho Hsuan
Head of Investment Consulting, Stock VNDIRECT
Story business results will still bring differentiation on price, but maintained the new code groups and take turns. I think the impact of information Q3 profits may make the group beat gainers but not long.
Pham Thien Quang
Head of Equity Research - Securities MBS
Investors are now awake and more professional, they assess the business results of the enterprise is not only based on a comparison with the plan (sometimes placed at a low level), which compares with market expectations , the prices and the potential for future growth.
Mr. Tran Xuan Bach
Market Strategies Division, Securities Vietnam
Reality has shown, the market is and will continue to take place with clear differentiation according to information prospects Q3 business results of listed firms.
This factor is likely to decline in the future by conventional enterprises with good profit results will tend to disclose information before.
However, after Q3 business results over the market will continue to draw attention to the prospects for Q4 earnings and ability to complete the plan of the business in 2015, so the distribution chemistry between the groups, even among stocks in each sector will likely continue to occur in the future.
Le Duc Khanh
Chief Economist and Director of Investment Strategy, Securities Maritime (MSI)
In my opinion the good fundamental stocks, stocks with impressive business results, the shares are news stories or macro support is still and will continue to be the focus of cash flow involved in market.
However, not all such shares will receive the same attention from investors. Can plastic stocks, insurance, banks gain better then to other stocks rallied as group property, infrastructure or securities.
Also can the market can not rise sharply due to the impact from the macro, domestic investors are still cautious in trading, but it sure has a lot of opportunities from the potential shares are existing - body opportunity for experienced investors as price increases in the period last year will soon be back.
Nguyen Hoang
VNS
His strategy last week she mostly cautious, maintaining a low ratio or balance, while soup sales this week. So the actual trading activities have listened closely to the plan or not, the level of the current budget allocation be?
Ms. Ho Hsuan
Head of Investment Consulting, Stock VNDIRECT
I increase the proportion to 80%, but the time of acquisition at the weekend should not really have the price advantage. The code is the code I chose still rounding accumulation, high liquidity, in which strategic oil stocks and some property.
Le Duc Khanh
Chief Economist and Director of Investment Strategy, Securities Maritime (MSI)
I still maintain the ratio of shares / cash at present is 40% / 60%. In front is the resistance at 610 points so I'll probably slightly portfolio structure - present time is still a buying opportunity rather than selling shares.
Mr. Tran Xuan Bach
Market Strategies Division, Securities Vietnam
Last week, I made increasing the proportion of short-term portfolio up 70% of the market trading sideways at the beginning of the week accumulate, thereby making the portfolio to 100% of the total shares (including share name medium-term position remains at 30%).
I intend to perform sale reduced the proportion of short-term portfolio if the VN-Index approaching strong resistance around 610 points in the coming weeks.
According to Nguyen Hoang
VNS
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18/8/2025
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