BIDV securities: 2014, medium scale stock will "reap".

BSC argued that the currency markets are greater than 2013 Photo: Huyen Tram than it company ' operating certificate securities, investment banking and development of Vietnam (BSC) given at the seminar industry Outlook 2014 and the chance the stock market takes place December 2 afternoon in saigon. HCM. According to the BSC, in 2014 the prospects of the stock market of Vietnam is considered satisfactory with the recovery and stability of the macro economy. Although the risk remains but the factors supporting the market is stronger. The BSC said that the market was throughout the lurch last stages of the first recovery cycles before stepping on stage to grow strongly over the next, with the larger market. From late 2013, the medium capitalization stocks Mid Cap has increased 36. 6%, surpassing the bluechips and large cap including 2013. However, despite the strong recovery of this stock group was still pretty attractive valuation level so 2014 will be the year of the Mid Cap, with capitalization from 300 to 1,000 billion. In the market by 2014, the BSC said that will go through three stages. The first phase through first quarter to early Q2, the market will rise thanks to the expectation. According to which the information is being an investment looks like any room for blocks TPP agreement,. This phase will be the time of bluechip stock groups and large cap "throne", especially the codes are running out of room and your favorite team NĐTNN. Departments will develop during this period will include oil and gas, textiles, real estate, finance and rubber tyres thanks to benefit from policy and good business results. Then cardio other half of Q2, according to the forecast of the BSC, the market will step into the process of adjustment, testing. The opportunity in this phase will be devoted to group Mid Cap and small cap with the power industry, pharmaceuticals, commodity (highly defensive in nature) and construction material, depending regarding the effect of economic stimulus policies. The last stage, from Q3 onwards the stock market will go sideways and growth again in the 4th quarter. After major stock groups fix by the higher price group Mid Cap, small cap and Penny will attract profits during this period. The group is noted for will include the construction, steel, cement and transportation. BSC also offer prospects of 13 sectors and some stock note. Which has 8 branches are evaluated will have stronger growth in VN-Index: houses, oil and gas, textiles, pharmaceuticals, steel, construction, cement and shipping. Some of the recommended stock short term investments like ITA, KBC, PVG, ASP, TNG, DCL, TLH, VIS, HBC, HT1, GSP, and the shares should hold long term as an example, GAS, PVD, TCM, GMC, DHG, HPG, HSG, CTD, PVT. There are 3 sectors would rise the equivalent of VN-Index include fertilizers, tires and rubber and fishery products. Three were rated good in short term investments is IDI, AVF, CMX and some long-term investment holdings include DPM, LAS, CSM, DRC, HVG, VHC, ABT. 2 the industry will likely increase weaker VN-Index is low rubber prices from rubber, sugar cane and low liquidity because the difficult prospects, low liquidity. However still has some code to be taken into consideration for long-term investment to enjoy the dividends jigs DPR, TRC, PHR, SBT, LSS and the NHS.