[ihc-hide-content ihc_mb_type="show" ihc_mb_who="reg,2,4,5" ihc_mb_template="1" ] <p class="pHead"><span>近日，</span><span>SSI</span><span>證券公司研究部門SSI Research</span><span>對</span><span>2023年第三季度指數審核做出預測，其中</span><span>VN30</span><span>可能剔除</span><span>NVL</span><span>和</span><span>PDR</span><span>，新增</span><span>SSB</span><span>和</span><span>SHB</span><span>。</span></p> <p class="pSubTitle"><span style="font-size: large;"><span>VN30</span></span><span style="font-size: large;">指數</span></p> <p class="pBody"><span>• </span><span>NVL</span><span>可能因股票受到警告而被取消資格。</span></p> <p class="pBody"><span>•由於股票市值不足以保持在審查籃子中的前40 名，</span><span>PDR可能會被排除在指數組合之外。</span></p> <p class="pBody"><span>•由於滿足所需條件，可以將</span><span>SSB添加到索引中。</span></p> <p class="pBody"><span>• </span><span>SHB</span><span>可以被添加到指數中，因為它是投資組合之外市值最大的股票。</span></p> <p class="pBody"><span>市場上的ETF中，目前有4只以</span><span>VN30</span><span>指數為參考的ETF，包括VFM </span><span>VN30</span><span>、</span><span>SSIAM </span><span>VN30</span><span>、Mirae Asset </span><span>VN30</span><span>和KIM </span><span>VN30</span><span>，總資產估計為8.93萬億越南盾。</span></p> <p class="pBody"><span>在本次重組期間， SSI</span><span>分析師預計</span><span>SSB</span><span>將被這些基金買入1400萬股，相當於4.34%，</span><span>SHB</span><span>將被這些基金買入1900萬股，相當於權重2.67%，因此預計投資組合中將有13只銀行股，總權重為51.5%。同時，將出售約880萬股</span><span>NVL</span><span>，以及250萬股</span><span>PDR</span><span>。</span></p> <p class="pBody"><span>其餘股票成交量並不大。具體估算如下：</span></p> <table class="img-content zoom" align="center"> <tbody> <tr> <td><img src="https://image.vietstock.vn/2023/07/04/vn30.PNG" alt="" align="center" /></td> </tr> </tbody> </table> <p class="pSubTitle"><span style="font-size: large;"><span>VNFIN LEAD指數</span></span></p> <p class="pBody"><span>• </span><span>SSB</span><span>可能因缺乏流動性而被排除在指數之外。</span></p> <p class="pBody"><span>• </span><span>BVH</span><span>可能會被排除在指數之外，因為自由轉讓資本總額不在籃子的累計前98% 之內。</span></p> <p class="pBody"><span>SSI</span><span> Research 估計</span><span>SSIAM</span><span> VNFIN Lead ETF（</span><span>資產淨值</span><span>42,070 億</span><span>越南盾</span><span>）將出售 320 萬股</span><span>SSB</span><span>股票，相當於 2.1%。此外，</span><span>BVH</span><span>的銷售量並不大，因為該股票僅佔投資組合的 0.2%。</span></p> <p class="pBody"><span>具體來說，VNFINLead 投資組合和</span><span>SSIAM</span><span> VNFIN Lead ETF 基金交易：</span></p> <table class="img-content zoom" align="center"> <tbody> <tr> <td><img src="https://image.vietstock.vn/2023/07/04/vninfi.PNG" alt="" align="center" /></td> </tr> </tbody> </table> <p class="pBody"><strong><span style="font-size: large;"><span>VN30</span><span>和VNFINLead兩個指數預測資金總變化</span></span></strong></p> <p class="pBody"><img class="img-scaled" src="https://image.vietstock.vn/2023/07/04/du-bao-tong.png" alt="" align="center" /></p> [/ihc-hide-content]
