CHIN LC GIAO DCH NGY Ngy: 30/12/2014

VNG/T GI Mi nht Mua vo Bn ra

VND/USD 21,393 21,380 21,405

VND/USD (T do) 21,255 21,245 21,265

Vng SJC (tr.) 36 36 36

Vng th gii (tr.) 31 31 31

TM IM TH TRNG p lc bn gi thp tm chm dt, lc cu bt y gia

tng trong phin chiu khin th trng o chiu tng kh tt tr li v cui phin giao dch hm nay. Kt thc phin, VN-Index tng 4,89 im (+0,92%) dng mc 537,57 im. Ch s HNX-Index hi phc mnh hn v cui phin khi tng 1,27 im(+1,59%) ln vng 80,91 im.

im ng ch trong phin hm nay l nhm c phiu VN30 pht i tn hiu hi phc trc khi bt u tng tr li v cui phin sng vi tn hiu dn dt t mt s c phiu nh: VCB, VIC, KDC, SSI, HPG, REETrong , y cng l nhm c phiu c NDTNN tp trung mua rng trong phin ngy hm nay. Din bin ny cho thy, lc cu t NDTNN ang ng gp ng k h tr thanh khon v xu hng hi phc ca th trng. Chng ti cho rng, y l tn hiu ht sc tch cc h tr cho xu hng hi phc ca th trng trong na cui 2014 v kh nng dng tin ngoi trong thi im u nm 2015 vn s tip tc tng ln.

V phn lp c phiu, nhm c phiu u c b bn mnh trong thi gian qua nh KLF, OGC, VHG, HAI, FITu ng lot tng trn tr li to nn tn hiu kh tch cc thu ht dng tin u c tr li th trng. y l mt trong nhng yu t cho thy tm l NDT phn no bt bi quan hn v dng tin bt u c tn hiu tham gia tr li khi a s gi c phiu thuc nhm ny gim v mc kh hp dn.

V k thut, phin phc hi hm nay ch s VN-INDEX gn nh thit lp c mt bng kh vng quanh vng h tr 530 im trong khi HNX-INDEX c xu hng retest thnh cng vng y c tng ng h tr di hn MA300. iu ang cng c cho kch bn th trng xc lp y trung hn v ang c tn hiu hi phc i ln. Vng khng c gn nht ca hai ch s mc 545 im vi VN-INDEX v 83 im vi HNX-INDEX s l im th sc cu trong nhng phin ti. Chin lc giai on ny c th xem xt gom mua c phiu c bn tt, hoc hng li t gi du ti cc vng gi hp l nh: CVT, REE, HLD, KBC, HPG, NT2, PET, SSI, CSM, DRC, TNG, TCM...

CH S Mi nht Thay i % Tng/gim KLGD (tr) P/E P/B

VN-index 537.57 4.89 0.92 174/46 80.30 13.07 1.78

HNX-index 80.19 0.54 0.68 129/61 45.97 13.15 1.07

VN30 591.18 7.82 1.34 25/2 38.82

HN30 153.97 2.57 1.70 18/3 32.24

Shanghai 3165.81 (2.20) (0.07) 281/661 51011.07 15.10 1.96

Nikkei 225 17450.77 (279.07) (1.57) 75/143 1151.95 21.39 1.70

S&P 500 2090.57 1.80 0.09 318/180 331.94 18.50 2.83

VN-INDEX: 537.57 (4.89; 0.92%)

HNX-INDEX: 80.19 (0.54; 0.68%)

CHIN LC GIAO DCH NGY Ngy: 30/12/2014

GIAO DCH CA NH U T NC NGOI (T VND)

C PHIU NG CH : KBC cng b kt qu kinh doanh c tnh ca nm

2014. Theo doanh thu t mc 1,200 t VN, tng 20% so vi cng k nm ngoi; li nhun thuc v c ng cng ty m c tnh tng gp i k hoch ra v tng gp bn ln so vi cng k.

Kt qu kinh doanh ca KBC khi sc trong nm 2014 ch yu n t hp ng cho thu t ti khu cng nghip Trng Du - Hi Phng. Cng ty k kt thnh cng hp ng cho thu t th 2 vi LG c quy m 40 ha.

Trong nm 2015, KBC s tip tc kinh doanh giai on 2 ca khu cng nghip Trng Du. Cng ty k vng s tip tc cho thu thm t ti khu cng nghip Trng Du nh nhu cu thu t ca cc cng ty v tinh ca LG v cc cng ty thuc hip hi in t Hn Quc. Chng ti nh gi cao trin vng kinh doanh ca Cng ty ti khu cng nghip ny.

Cng ty cng b, cc ngn hng k kt ti tr hng nghn t ng cho KBC v sn sng ti tr ngun vn mi cho Cng ty thc hin cc d n trong thi gian ti.

KBC Tng Cng ty Pht trin th Kinh Bc

CHIN LC GIAO DCH NGY Ngy: 30/12/2014

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MBS t ho c nhn nhn l: Cng ty mi gii hng u, ng u th phn mi gii t nm 2009. Cng ty nghin cu c ting ni trn th trng vi i ng chuyn gia phn tch c kinh nghim, cung

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