[ihc-hide-content ihc_mb_type="show" ihc_mb_who="reg,2,4,5" ihc_mb_template="1" ] <p class="pHead"><span>市場環境不容樂觀,現金流也不是很活躍。10月24-28日交易週最顯著的一點是中小地產集團出現了抄底現金流。</span></p> <p class="pBody"><a href="https://finance.vietstock.vn/HOSE-so-giao-dich-chung-khoan-thanh-pho-ho-chi-minh.htm" target="_blank" rel="noopener noreferrer"><span>HOSE</span></a><span>流動性在 10 月 24 日至 28 日那一周恢復。平均交易量增長 24% 至 6.313 億單位/會話。平均交易額增長超過 12%,達到 11.4 萬億盾。</span></p> <p class="pBody"><span>在</span><a href="https://finance.vietstock.vn/HNX-so-giao-dich-chung-khoan-ha-noi.htm" target="_blank" rel="noopener noreferrer"><span>HNX</span></a><span>上,交易量也增加了近 14% 至 6370 萬單位/會話,平均交易額下降 13% 至 8674 億盾/會話。</span></p> <p class="pBody"><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>VN 指數</span></a><span>上周也小幅回升,上漲近 1% 至 1,027.36 點。相比之下,</span><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx" target="_blank" rel="noopener noreferrer"><span>HNX 指數</span></a><span>下跌 1.7% 至 213.73 點。</span></p> <table class="img-content" align="center"> <tbody> <tr> <td> <div class="pImgAuthor"><span>10 月 24 日至 28 日當週的流動性概覽</span></div> <img src="https://image.vietstock.vn/2022/10/31/thanh-khoan-tong-quan-3110.png" alt="" align="center" /></td> </tr> </tbody> </table> <p class="pBody"><img src="https://image.vietstock.vn/2022/10/31/bieu-do-thanh-khoan-3110.png" alt="" align="center" /></p> <p class="pBody"><span>HOSE</span><span>樓層現金流回升,趨向於流入中小地產。這是上週在</span><span>HOSE</span><span>上增加流動性的代表最多的組。</span><a href="https://finance.vietstock.vn/TDC-ctcp-kinh-doanh-va-phat-trien-binh-duong.htm" target="_blank" rel="noopener noreferrer"><span>TDC</span></a><span>實現了近 180 萬台/會話的平均交易量,與前一周相比增長了 190% 以上。</span><a href="https://finance.vietstock.vn/LGL-ctcp-dau-tu-va-phat-trien-do-thi-long-giang.htm" target="_blank" rel="noopener noreferrer"><span>LGL</span></a><span>的漲幅也高達 130%。</span></p> <p class="pBody"><a href="https://finance.vietstock.vn/KBC-tong-cong-ty-phat-trien-do-thi-kinh-bac-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>KBC</span></a><span>、</span><a href="https://finance.vietstock.vn/HDC-ctcp-phat-trien-nha-ba-ria-vung-tau.htm" target="_blank" rel="noopener noreferrer"><span>HDC</span></a><span>、</span><a href="https://finance.vietstock.vn/KHG-ctcp-tap-doan-khai-hoan-land.htm" target="_blank" rel="noopener noreferrer"><span>KHG</span></a><span>、</span><a href="https://finance.vietstock.vn/TCH-ctcp-dau-tu-dich-vu-tai-chinh-hoang-huy.htm" target="_blank" rel="noopener noreferrer"><span>TCH</span></a><span>、</span><a href="https://finance.vietstock.vn/NHA-tong-cong-ty-dau-tu-phat-trien-nha-va-do-thi-nam-ha-noi.htm" target="_blank" rel="noopener noreferrer"><span>NHA</span></a><span>等其他代碼的流動性增加了 75% 或更多。</span></p> <p class="pBody"><span>在</span><span>HNX 上</span><span>,許多房地產代碼也有同樣的趨勢。</span><a href="https://finance.vietstock.vn/TIG-ctcp-tap-doan-dau-tu-thang-long.htm" target="_blank" rel="noopener noreferrer"><span>TIG</span></a><span>、</span><a href="https://finance.vietstock.vn/NDN-ctcp-dau-tu-phat-trien-nha-da-nang.htm" target="_blank" rel="noopener noreferrer"><span>NDN</span></a><span>、</span><a href="https://finance.vietstock.vn/AAV-ctcp-aav-group.htm" target="_blank" rel="noopener noreferrer"><span>AAV</span></a><span>、</span><a href="https://finance.vietstock.vn/CEO-ctcp-tap-doan-c-e-o.htm" target="_blank" rel="noopener noreferrer"><span>CEO</span></a><span>、</span><a href="https://finance.vietstock.vn/PVL-ctcp-dau-tu-nha-dat-viet.htm" target="_blank" rel="noopener noreferrer"><span>PVL</span></a><span>、</span><a href="https://finance.vietstock.vn/L14-ctcp-licogi-14.htm" target="_blank" rel="noopener noreferrer"><span>L14</span></a><span>、</span><a href="https://finance.vietstock.vn/HUT-ctcp-tasco.htm" target="_blank" rel="noopener noreferrer"><span>HUT</span></a><span>上週進入流動性強勁增長的頂部。</span></p> <p class="pBody"><span>這些代碼的共同點是過去一周市場價格大幅下跌。有高達近 20% 的折扣代碼。或許這次降價引發了中小地產股的抄底現金流。</span></p> <p class="pBody"><span>證券集團也是上週現金流的焦點。</span><a href="https://finance.vietstock.vn/CTS-ctcp-chung-khoan-ngan-hang-cong-thuong-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>CTS</span></a><span>、</span><a href="https://finance.vietstock.vn/VND-ctcp-chung-khoan-vndirect.htm" target="_blank" rel="noopener noreferrer"><span>VND</span></a><span>、</span><a href="https://finance.vietstock.vn/ART-ctcp-chung-khoan-bos.htm" target="_blank" rel="noopener noreferrer"><span>ART</span></a><span>、</span><a href="https://finance.vietstock.vn/TVC-ctcp-tap-doan-quan-ly-tai-san-tri-viet.htm" target="_blank" rel="noopener noreferrer"><span>TVC</span></a><span>、</span><a href="https://finance.vietstock.vn/APS-ctcp-chung-khoan-chau-a-thai-binh-duong.htm" target="_blank" rel="noopener noreferrer"><span>APS ... 吸引了這兩個</span></a><span>HOSE</span><span>的現金流。</span></p> <p class="pBody"><span>建築和建材團隊度過了糟糕的一周。</span><a href="https://finance.vietstock.vn/ACC-ctcp-dau-tu-va-xay-dung-binh-duong-acc.htm" target="_blank" rel="noopener noreferrer"><span>ACC</span></a><span> , </span><a href="https://finance.vietstock.vn/HHV-ctcp-dau-tu-ha-tang-giao-thong-deo-ca.htm" target="_blank" rel="noopener noreferrer"><span>HHV</span></a><span> , </span><a href="https://finance.vietstock.vn/DVG-ctcp-tap-doan-son-dai-viet.htm" target="_blank" rel="noopener noreferrer"><span>DVG</span></a><span> , </span><a href="https://finance.vietstock.vn/GKM-ctcp-khang-minh-group.htm" target="_blank" rel="noopener noreferrer"><span>GKM</span></a><span> , </span><a href="https://finance.vietstock.vn/PLC-tong-cong-ty-hoa-dau-petrolimex-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>PLC</span></a><span> , </span><a href="https://finance.vietstock.vn/VC3-ctcp-tap-doan-nam-me-kong.htm" target="_blank" rel="noopener noreferrer"><span>VC3</span></a><span> , </span><a href="https://finance.vietstock.vn/MST-ctcp-dau-tu-mst.htm" target="_blank" rel="noopener noreferrer"><span>MST</span></a><span> , </span><a href="https://finance.vietstock.vn/SCG-ctcp-tap-doan-xay-dung-scg.htm" target="_blank" rel="noopener noreferrer"><span>SCG</span></a><span> , </span><a href="https://finance.vietstock.vn/S99-ctcp-sci.htm" target="_blank" rel="noopener noreferrer"><span>S99</span></a><span> ...是2個上市交易所流動性急劇下降的股票。</span></p> <p class="pBody"><span>此外,油氣集團也很難活躍起來。</span><a href="https://finance.vietstock.vn/PVD-tong-cong-ty-co-phan-khoan-va-dich-vu-khoan-dau-khi.htm" target="_blank" rel="noopener noreferrer"><span>PVD</span></a><span>、</span><a href="https://finance.vietstock.vn/PVS-tong-cong-ty-co-phan-dich-vu-ky-thuat-dau-khi-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>PVS</span></a><span>、</span><a href="https://finance.vietstock.vn/PVB-ctcp-boc-ong-dau-khi-viet-nam.htm" target="_blank" rel="noopener noreferrer"><span>PVB</span></a><span>、</span><a href="https://finance.vietstock.vn/PVC-tong-cong-ty-hoa-chat-va-dich-vu-dau-khi-ctcp.htm" target="_blank" rel="noopener noreferrer"><span>PVC</span></a><span> ……與上週相比,流動性急劇下降。</span></p> <table class="img-content" align="center"> <tbody> <tr> <td> <div class="pImgAuthor"><span>HOSE上流動性增加/減少最多的 20 隻股票</span></div> <img class="img-scaled" src="https://image.vietstock.vn/2022/10/31/thanh-khoan-hose-1.png" alt="" align="center" /></td> </tr> </tbody> </table> <p class="pBody"><img class="img-scaled" src="https://image.vietstock.vn/2022/10/31/thanh-khoan-hose-2.png" alt="" align="center" /></p> <table class="img-content" align="center"> <tbody> <tr> <td> <div class="pImgAuthor"><span>HNX上流動性增加/減少最多的 20 隻股票</span></div> <img class="img-scaled" src="https://image.vietstock.vn/2022/10/31/thanh-khoan-hnx-1.png" alt="" align="center" /></td> </tr> </tbody> </table> <p class="pBody"><img class="img-scaled" src="https://image.vietstock.vn/2022/10/31/thanh-khoan-hnx-2.png" alt="" align="center" /></p> <p class="pBody"><span>*</span><em><span>按平均交易量超過 100,000 單位/時段而言,流動性增加和減少最多的股票列表。</span></em></p> [/ihc-hide-content]