r jj^i'iiil'^li^itliJ THI TRUdNG CHIJING KHOAN THE Gldl
THI TRU'DNG CHCTNG K H O A N T H £ : G I 6 I T H A N G 4/2012:
LO AU VAN CHONG CHAT THI TRIfONG
H O A N G H A
Lo ngai kliung lioang no cong trd lai khu vuc dong Euro voi tam diem la Tay Ban Nha da lam cac san chung khoan ihe gioi troi sut thai thuDiig. Them vao do, nhung ky vong chinh phu cac nuoc tiep tuc lung ra cac goi kich thich manh me hon de nang dd nen kinh te duong nhu ngay cang phai nhat. Va mua cong bd loi nhuan trong quy dau tien cua nam nay duoc coi la cuu tinh cho thi tniong chung khoan (TICK) von dang trong canh "sac do" nhan chim "sdc xanh".
T u 6 i thu nhat tu 2/4 6en 6/4: Thi truong lien tuc troi sut
Chim^r lihoan .Mv inn dau quy II (phien Z'4i \oi "sac xanh"" sau Idu Vien Quan ly nguon cung (ISM) thong bao rang chi sti che tao trong thang 3/2012 da tang len 53,4 tir muc tuong Ung 52,4 ciia thang truot do va vugt con so du bao 53 cua gioi phan tich Bao cao nay da khien gioi dau tucam thay lac quan hoTi, bdi no cho thay lam phat co tlic ehua phai la moi quan tam trong ngan han dch \'ni nen kjnh te sd mdt the g\tn Nha dd.
DJ tang 52,45 diem, di'ing cua dmut 13,264,49 diem, keo this) S&P TM) vaNasdaq lan lutrt. tant,' It'n 1 418,91) diem va 3 119,70 diem
Xu huong xanh san d Phd Wall cung la ddng luc giu"sac xanh" fflai cac san chau Au trong cung phien Tai London, chi sd FTSE 100 cuii Anh tang l,85^c, len .5,874,89 diem, trong khi chi sd CAC 40 oia Phap ghi them 1,14%, len 3.462,91 diem va DAX cua san Frankfiirt tang manh hon 1,58%, chdt ff muc 7-056,65 diem
.\Iau xanh an luiing la Pho Wall va chau Au da Iran sang chau A tranf;
phien ke tup, diRi chi s() Kospi cua Hiiii Quoc tang len 2.049,28 diem va day chj sd Hang Seng cua Hong Kong tang tdi 268,7'2 ttu'iii len 20-790.98 dieiii Tuy \a\. \l«- dimg Yen Nhat len j^a rn;anh ^o \*cn ddng USD va dong EIUT) da tac ddng xau Un doanh thu cua cac nha xuat khau xusdMat Ti-oi mgc, khiei san Tok^'o Lm nen am dam hffn va l;uii chi s<) Nikkei-225 mat 59,48 diem xuong con 10 050,39 du-m
Nhung sau phien klicn s;ic dau quy II, nhiing tin lueu men nhat cha thay Cue Dir tru Lien biing My (FED) van chua shn sang then khai mit dot nm long tien te mm nham kich thich nvn kinh te dang phuc hoi mong manh l;u lam mat mau xanh ff Pho Wall vao phien 3/4 Chdt phien, DJ giam 64,94 diem ve 13.199,55 diem, S&P 500 ha xudng 1.413,31 diem va Nasdaq diing d 3.113,57 diem
Dd phuc hoi kmh te cuo My le Toy Ban Nha chinh ihuc roi do quay ve Pho Wall vdo phi
mong monh va kinh suy thoQi da mang wc
ihdng
Sac do liep UK' ngir tn Pho Wall chl) un cuoi luiiii khi lo ngai khiing ho;iiig nff cong tai khu \Tt: sii dung ddng Em-o (Euixjzone) sau mot then gian tam lang da quay lai v6i tam ditni chuyeai sang Ta\' Ban Nha via kiM qua dau gia trai phieu khong dirdt: nhu mong doi. Them vao do, ciu- so lieu yeu <A tit Eurozone ichi so san xuat thaiig 3/2012 da giam xuong mir thap nhat troi^ vong 3 th:mg qua va danh dau thang sul giam thu8 hen tiep; ty le that n^ep thang 2/2012 da 'Vot" len mvE cao ky luc 10,8% - miir cao nhat trong 15 nam qua) cung lam gioi dau tu cam thay bat an.
Chot tuan giao dich sinn vao ngay 5/4 do nghi 1^ T\dn thanh (Good Friday), DJ giam 14,61 dian ve 13.060,14 diem; S&P 500 con
52
THI TRUdNG CHIJfNG KHOAN THE G161 r^K^iiiiiaMiBI
1.398,08 diem; nhung Nasdaq lai tang 12,41 diem len 3.080,5 diem.
T i i « i t h i r h a i t i r 9 / 4 d ^ 13/4: Ph6 Wall n ^ trci tudn sul gi6m menh nhdt ke tir ddu nam
PhdWall t i ^ tuc chim sau trong siic iK) vao dau tuan mdi sau khi thi trubng dtm nhan sd l i ^ dang that vong vl tinh hinh viec lam tai My, lam day len tam ly lo ngai ve su phuc ha ecu mong manh eua nen ldnh te 16n n h ^ the gldl. Cud tuan truoc, Bp Lao d&ig My cong bd n ^ kmh te nuoc nay chi tao ra 120.000 viec lam trong thang 3^2012, thap hon nhieu so vdi con sddukiai la 200.000 vile lam cua gioi chuyen gia, thdi len ha hy vcHig FED se co nhung bien phap mcd de kich thich ldnh te tang truong. Deng phien dau tuin 9/4, DJ demat t i ^ 130,55 dien ve 12.929,59 dian; S&P 500 giam 15,88 diem xuong 1.382,20 dian va Nasdaq ha 33,42 dian cda 3.047,08 dian.
Ngay dau phien ke tiqi, mau do da lan sang hau khiip cac san chau A dm do gidi dau t u £ n nhan them cac sdheu kinh te khong m£^ kha quan tClTrung Qudc - nai kinh telon thii hai thegicft. Ngay ca siic xanh hiem hoi tiing xuei hien trong nhiing phlit
^ 0 dich dau tien tren san chung khoan Tokyo cung din biai mat, thay vao dd la siic do sau khi thi trubng dai nhan thong tm Ngan hang Trung uong Nhat Ban (BoJ) quy^ dinh khong tung ra gcd kich thich ldnh te m6i nao khi k ^ thuc | cugc hap keo dai hai ngay 9 va >
10/4/2012.
Cimg phien nay, PhdWall cung chin^ Idoi phien do san thii 5 lien ti4> trong bd canh cac nha dau tu lo ngai ve k ^ qua hao cao ldnh doanh , ydi kem eua cac cong ty mem y^, tai^ trubng cham lai cua kinh td My cimg kha nang Tay Ban Nha cd the
keo chau Au roi trd lai khung hoang.
Dong phien, DJ lui 213,66 diem ve j 12.715,93 disn; S&P 500 mat 23,61 diem xudng 1.358,59 diem va Nasdaq ha 55,86 diem ve 2.991,22 diem. Nhu vay tinh tdi phien nay, j DJ va S&P 500 mai tdi 3,5% ke tii ' dfinh cao nhat trong 4 nSm qua ghi dugc hom 2/4.
Ben kia bd Dai Tay Dutfng, chung khoan chau Au ciing ngay ciing chim trong sk: dd khi ddig phien 10/4, hau nhu tat ea cac san chiing khoan trong khu vut deu ! ddig loat giam diem, trong dd FTSE 100 cua London giam manh 2,24%
xuong 5.595,55 diem, DAX 30 cua Due mat 2,49% xudng 6.606,43 dion, va CAC-40 ciia Pans sut the tham 3,08% vd 3.217,60 dion.
Mai ten phien 12/4, s ^ xanh md trff Iai cae san chau A khi tam ly lo ngai vk cuoc khung hoang ntf chau Au CO phM l^ng diu nhc^ nhiing thong tin kinh te tich cue tii Eurozone eung nhu su'Tdid s ^ cua chiing khoan My.
Nhung rd phien do san cud tuan 13/4 da khep lai mgt tuin "tham hai"
Hep theo cua chiing khoan My khi thl trubng lo ngai vesuc tang trudng tai My, Trung Quoc va chau Au, bat chap mua cong bd lea nhuan kinh doanh da cd su khd dau kha ah ,
tugng. I Tinh chung trong ca tuan, ca ba •
chi sd chinh cua Phd Wall d ^ mat htfn 1,0%, dti da cd hai phien hd phuc kha manh vao giiia tuan, trong | do DJ k^ tuan if 12.849,59 diem, i giam 1,61% so vd cud tuan trudc dc^
S&P 500 maiu 2% xudng 1.370,26 diem va Nasdaq lao doc 2,25% vd 3.011,33 diem Day la tuan sut giam t a te nhsi cua ehiing khoan My ke tii dau nam tdi nay, ma nguyen nhan, theo eae nha phan tich, chu yeu do nd lo ve cugc khung hoang nff cong
chau Au cimg nhiing sd lieu khong j maiy kha quan cua kinh teMy.
T u ^ thir ba tir 16/4 d ^ 20/4:
Boo cao Ipi n h u ^ quy kha quan t i ^ siic cho thj hvbng
Sang dau tuan nay, ehiing khoan My biei ddig trai chieu khi doanh sd ban le trong thang 3/2012 b ^ ngd"
t&ig manh hon ky vgng, song chi sd nganh che tao tai New York Iai bat ngo giam manh. Ngay sau dd, k^
qua dgt chao ban trd phieu ng&i ban thanh cong cua Chinh phii Tay Ban Nha, aing nhu cac thong tin tich cue ve tang trudng kinh te Diic da giiip giai tda tam Iy cho gid diu tu va day gia cd phieu di len vao ngay 17/4.
Day dugc coi la ngay gat hai nhieu nh£3; trong vbng mgt thang qua cua eae loai c6 phieu chu liK tai thi trubng My. DJ tang 194,13 diem len 13.115,54 diem. S&P 500 cung tidi them 21,21 diem len 1.390,78 didn va Nasdaq ghi them 54,42 didn len 3.042,82 didn. Trong phien nay ed phidi cua Apple, tap doan cd gia tn vdl hoa ldi nhd; the gid, da chdn diit ehud 5 phien giam gia lien t i ^ va tang 5,1% len 609,70 USD/cd phieu. Day la phien tang gia manh nhat ciia Apple trong vbng 3 thang qua, sau khi de "tut" td 8,8% trong 5 phien tnid;,
Theo chan da tang diem tai My, cac san chau Au da ddng loat quay ddi di len sau khi cugc chao ban trai phidi eua Chinh phu Tay Ban Nha vao cud ngay 17/4 da thanh cdng vd lai suai bi keo xudng dud 6%. Tuy nhien, nhung Io ngai ve linh vuc tai chinh va ngan hang nudc nay ed the se t i ^ tuc tao siic ep len thi trubng trong thd gian td. Kd; phien nay, tai London, ehi sd FTSE 100 tang 1,78%, len 5.766,95 didn va chi sd CAC 40 ciia Ph% cung ghi them 2,72% len 3.292,51 diem.
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S6 163 - Thing 5/2012 CHUNG KHOAN VIETNAM
