越南機會基金(VOF)淨值及股價預估(Valuation)

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Jones2318 發表於: 2007-02-25 08:59 |只看樓主 11
一般會員 發送短訊息 t T

越南的行政副院長Mr. Hung昨天正式否認市場傳聞即將實施管制外資措施,並且正式聲明,的確需要更嚴格控制股市,但不會用行政力量來限制海外資金的流入和流出,政府未來要做的事是讓市交易更透明化,這份官方的正式發言,讓過年期間這個從ANZ銀行發出的傳聞不政自破,正如我之前所說的,越南的目標就是要追上泰國(去年的報導,財政官員說的),的確有可能實施一些讓股市降溫措施,但絕不會像泰國那種限制資金流入和流出的方式,雖然我個人對泰國友好,但泰國再混下去的話,未來一定會更快被越南追上,就像現在的台灣一樣,後悔都來不及了。


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Jones2318 發表於: 2007-02-25 09:01 |只看樓主 12
一般會員 發送短訊息 t T

VN not to control capital flow with administrative measures: Deputy PM
09:00' 24/02/2007 (GMT+7)

VietNamNet Bridge – Deputy Prime Minister Nguyen Sinh Hung has denied the information reported by foreign press agencies that the Government would follow Thailand in tightening the capital flow on the stock market, saying that Vietnam does not intend to control the market with administrative orders.

Soạn: HA 1040693 gửi đến 996 để nhận ảnh này

The information that Vietnam may apply strong measures to control the capital flowing in and out of the stock market has been the main topic among securities investors in the last days. Concerns have been raised after foreign press agencies like Bloomberg and AFP quoted the news source from ANZ Bank as saying that Vietnam may tighten the capital flow, aiming to cool down the overly hot stock market in the country.

 

When talking with the press on the sideline of the working meeting with the State Securities Commission (SSC) in the morning of February 23, Deputy Prime Minister Nguyen Sinh Hung said that the Government will do everything in order to ensure the fast and stable development of the stock market. He said that there is no official information about the tightening of the portfolio investment as foreign press agencies reported.

 

Prior to that, in the meeting with SSC, Mr Hung emphasized that the stock market and investment capital flow must not be controlled with administrative orders.

 

Regarding to the issue, Vu Bang, Chairman of SSC, said that it is necessary to keep strict control over the stock market, but it does not spell that Vietnam will prevent the capital inflow and outflow in the market. Any measures, if applied, will only aim to make all transactions in the market more transparent.

 

“We have to know how and where they (investors) make investment in, I mean they must follow the regulations on reporting and information exposure. We will ask investment funds to make re-registration in order to make the reporting regime clear. SSC will also cooperate more closely with banks to supervise the investment capital flow and make transactions transparent,” he said.

 

Mr Bang stressed that the Government welcomes both the foreign and domestic sourced capital which both play a very important role in the development of the economy. He said that the stock market will further develop in the future, and it needs to be protected so that it can grow safely. “The Government will not do anything which may hinder the development of the stock market,” he added.

 

Phuoc Ha

 

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Jones2318 發表於: 2007-02-25 09:02 |只看樓主 13
一般會員 發送短訊息 t T

前幾篇發的文,格式都亂掉了,試過了幾次,還是一樣,有誰知道為什麼嗎?
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Jones2318 發表於: 2007-02-26 12:24 |只看樓主 14
一般會員 發送短訊息 t T

越南開春第一盤,1129.02  +45.77  +4.2%
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Jones2318 發表於: 2007-02-26 12:26 |只看樓主 15
一般會員 發送短訊息 t T

/tr />
越南開春第一盤,1129.02  +45.77  +4.2%
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Allan 發表於: 2007-02-27 09:17 |只看該用戶 16
一般會員 發送短訊息 t T

佩服J大的用心:

小弟有一問題請教:明年八月到期VOF股東開會有那些結果?另外如果溢價10%左右我會閉著眼睛持續加碼.(來了vn capital hcm office N 次 問不到什麼)明早再去問問?

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Jones2318 發表於: 2007-02-27 12:50 |只看樓主 17
一般會員 發送短訊息 t T

To Allan,

我也問過Vinacapital過了,不過至今沒回信,關於基金期滿的問題,反正到時候就有兩種選擇,一是清算,一是繼續交易下去(也許是再5年或再10年),看多數股東的意見,這個不用擔心。以目前越南的情況,溢價是一定會存在,只要溢價在10%以內買入,都算是很安全,可以去看看,VOF之前最多盤中跌到3.6左右,就反彈了,目前還在3.7X盤,根據我最早之前以2月淨值成長10%來估算,加上10%溢價,約在3.52元,這樣也看是不是很接近呢?

今天越南股市指數又上漲破新高 1167.36  +38.34  +3.4%,1月份機會基金已提高上市櫃持股至56%,雖仍不高,但隨大盤推升,所持的股份Vina Milk等,也會上漲,加上還有36%的現金,存在銀行,利率高過5%(我沒記錯的話,越南的銀行利息是7%左右),所以2月份淨值雖然沒出爐,幾乎可以確定一定是正成長。不求其淨值大幅增加,只要每個月都穩定成長7%-10%左右,就很好了........

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Allan 發表於: 2007-02-27 13:54 |只看該用戶 18
一般會員 發送短訊息 t T

完全同意J大的看法估計二月份淨值約在3.2之間以10%溢價估算跌破3.6基率太低  持續觀注  我以美日低檔佈局試看
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蔡依琳 發表於: 2007-02-27 16:19 |只看該用戶 19
一般會員 發送短訊息 t T

謝j大分析

我的越南  期待他成長

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基金基金我愛你 發表於: 2007-02-27 21:27 |只看該用戶 20
一般會員 發送短訊息 t T

今天的VOF也是跌勢兇兇

看來過幾天 越南也是難逃下跌的命運吧

不過 也快到可以進場撿便宜的時候了

Last Trade:3.57 $
Trade Time:12:54PM
Change:Down 0.21 (5.50%)
Prev Close:3.78
Open:3.76
Bid:3.55
Ask:3.59
1y Target Est:N/A$

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