Sau nhung thang tram, bien dong cua TTCK, cac nha dau
tu ngay cang chuyen nghiep hon. Canh gap gi cung mua, thay loi la ban, da dan
nhuong cho cho viec phan chia thi truong, chia danh muc dau tu ro rang va phan
biet “dang cap” han hoi.
Ngoai hang – chi choi co phieu blue chip
Hien nay, tren cac san da “phan hoa” theo 4 dang nha dau tu.
Loai VIP duoc ca chu san la nhung Cty chung khoan lan gioi choi chung khoan
trong vong, nguong mo va ca ganh ghet la nhung dai gia chi chuyen giao dich co
phieu blue chip.
Ho chi mua di ban lai FPT, SJS, BVS, SAM, REE, HRC, ACB, SSI...
hoac cac co phieu OTC hang dau nhu Dong A, Eximbank, cung cac ngan hang lon,
doanh nghiep dau khi, bao hiem khac...
Cach day 2 thang, cac co phieu co gia tren 100.000 dong (menh
gia 10.000 dong) da duoc liet vao hang blue chip nhung do gia len chong mat nen
bay gio xap xi 200.000 dong/co phieu moi duoc gioi nay ngo ngang den.
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minh hoa. |
Theo ba Tran Thi Thu Hoa (chu doanh nghiep tu nhan Hoa Thuy
P.1, Q. Binh Thanh, TPHCM) thi “truoc day toi mua, ban bat cu co phieu nao thay
co loi nhung 2 thang nay chi tap trung vao cac loai co phieu blue chip”.
Co phieu blue chip len gia nhanh nhung rot gia cung manh, nhu
FPT co khi len xuong xap xi 30.000 dong/co phieu/mot phien giao dich va chi co
nhung nguoi truong von nhu ba Hoa bo vao TTCK gan 6 ty dong moi chiu noi rot
lien tiep nhu giua tuan qua.
Doi lai, co phieu loai nay da thang thi kha dam va ong Nguyen
Huy Long (san ACBS, 3 Le Ngo Cat, Q.3, TPHCM) ly giai: “Thuong do la cac Cty lon,
nhieu dai gia nam co phieu nen ho cung tim cach de co phieu len gia hoac khong
rot qua nhieu”.
Kinh nghiem tu dot dieu chinh tuan vua roi da cho thay cac co
phieu blue chip van la lua chon so 1 khi muon day gia len hay keo gia xuong. Mot
dang cap rieng da hinh thanh, du trong nay khong it troc phu!
Hang nhat – “Chua qua cao va se cao”
“Thap” hon mot bac la dan dau tu “danh cuoc” vao cac loai co
phieu tu 70.000 - 150.000 dong tren thi truong. Anh Vo Van Thang (cho chung
khoan Nguyen Cong Tru, Q.1) cho biet: “Tu nac gia nay tro thanh blue chip khong
xa nen biet dau tu thi rat co trien vong”.
Anh Thang dan chung truong hop cua GMD, NKD, SSC... va dang
ky vong STB, ITA, DMC... se gia nhap nhom co phieu hang dau trong tuong lai xa.
Dan chuyen dau tu vao loai co phieu nay phan tich “chua qua cao va se cao de co
the dau tu, phan lon lai co ket qua lam an kha tot, nhieu co phieu con ngon lanh
hon ca nhom blue chip hang dau”.
Loai co phieu trong khoang gia nay duoc kha nhieu dan dau tu
“khon ngoan” lua chon vi ho cho rang “neu cao qua luc rot rat de trang tay, hoac
thap hon thi tinh thanh khoan kem hap dan, gia vua vua de mua de ban”.
Tren thuc te thi thoi gian qua, dan moi choi chung khoan
thuong trung lon voi cac loai co phieu khoang gia nay, dien hinh la STB, HAP,
HAI...len hang chuc gia trong thoi gian tu giua thang 1 den nay.
Hang hai – An vua phai va khong mat qua nhieu
Biet la do vao blue chip se loi nhieu hon hay nem tien vao
cac co phieu gia tren 70.000 dong se giao dich de hon nhung voi gioi chuyen tam
vao cac loai co phieu duoi 70.000 dong lai co cach tinh khac.
Chi Dang Thi Thu Huong (Hung Vuong 2, Phu My Hung, Q.7, TPHCM)
noi: “Co the cac loai co phieu gia thap khong len nhanh nhung lai xuong vua phai,
neu moi choi thi giao dich loai nay phu hop de tap lam quen hon, trong truong
hop xau thi cung khong mat qua nhieu”.
Chi Huong dang so huu 2.000 co phieu TRI mua gia hoi con 46,
1.000 co phieu TS4 mua gia 38.000dong/co phieu hoi truoc Tet va so loi 20,30
trieu cung “qua tot so voi dau tu nganh khac”.
Chuyen gia phan tich chung khoan Tran Ngoc Nam phan tich:
“Neu bo ra 100 trieu mua 2.000 co phieu gia 50.000 dong/co phieu va kiem loi
10.000 dong/ co phieu thi so ve ty suat loi nhuan van tot hon bo ra 150 trieu ma
chi loi 15 trieu dong.
Dung quan trong co phieu gia cao hay thap ma nen chu y muc
loi nhuan tren von bo ra”. Co le do cung la ly le cua nhieu nguoi dang chon cac
loai co phieu hoac chung chi quy nhu LAF, BBT, BBC, PRUBF1... dang co gia duoi
30.000 dong/ co phieu hoac don vi quy va moi day co nguoi da thang lon khi cac
co phieu gia re nay co ky tang 5, 6 phien lien tiep.
Hon hop – “Khong bo het trung vao mot gio”
Ngoai cac nha dau tu tren thi so “khong bo trung vao mot gio”
khi chia nho danh muc dau tu co du mat blue chip, gia trung binh va gia re. Ong
Do Van Thanh (Chu Manh Trinh, P. Ben Nghe, Q. 1, TPHCM) cho chung toi xem danh
muc 15 loai co phieu ong mua tong cong het 167.500.000 dong vi loai nao nhieu
nhat cung chi 200 co phieu.
Ong Thanh noi: “Chia nho ra, co the loi khong nhieu nhung kho
mat trang va voi nguoi ve huu nhu toi thi phai chac an vay thoi”. Tuy nhien
nhieu dai gia co bac ty cung chon cach nay vi ba Tran Ngoc Thu (chu mot sap vai
cho Ben Thanh) cho rang: “Moi vao san nen phai da dang co phieu de hoc hoi va
rut dan kinh nghiem”.
Theo ong Bui Nguyen Hoan, Vu truong Truong dai dien Uy ban
Chung khoan Nha nuoc tai TP HCM , tai nhung TTCK lon tren the gioi, phan dong
nha dau tu cung chia nho danh muc va khong tap trung vao mot vai loai co phieu.
Ong Hoan nhan dinh: “Day se la xu huong dau tu tai TTCK Viet
Nam, bat cu quy hay to chuc tai chinh nao cung dau tu theo kieu nay”.
Tuy nhien, gioi dau tu trong thoi ky “nguyen so” nay lai co
tieng noi rieng va noi nhu ba Hoa thi “ mien sao loi nhieu la duoc, chu cho doi
phan tich met lam!”.
Theo TienPhong
Article source http://w4rum.com/647.t
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