Opportunity to buy is?

 

 advantage in the market is inclined to hold the money, waiting for an opportunity to be able to clear into July.



    June, the stock market witnessed mixed expectations between local and foreign investors. Internal cash flows are temporary retreat before the selling pressure of foreign investors. Is July next, the cash flows have been leading the market trend?


    In the early months, the stock market rally of all cash flows derived from foreign net buying. But last May, early June, while domestic investors start elation, confidence should boost the market to buy, prepare for open information "room" for foreign investors, supporting the real estate credit that stock prices down ... up, then foreign investors began selling to realize profits. It seems that foreign investors were more realistic when investors receive the above information, they quantify the impact of measures to support the market, rather than a general expectation. Besides, the major stock market in Vietnam have increased sharply, the P / E was 9-20 times. Expect the stock continued to rise no more, while foreign investors have been taking profits and capital withdrawals from the market to search for new investment opportunities. Net sale of foreign investors has gone the inspiration of local investors in June, is the time before the restructuring of the ETF portfolio.


    However, recent comments appear at the analysts' optimism about the market until the end of the year and said that the current market adjustment only short-term selling pressure of foreign investors. Does this mean that the market continues to decline in the coming days will be a buying opportunity for investors to catch waves late?


    Buying shares this point and hold until the end of the year, investors will be entitled to receive dividends in 2012 that many businesses have adopted during the last shareholder meeting. Business Results 6 months ahead as well as a basis for evaluating full-year profit expectations. Notably, in the recent recommendations, analysts towards investors in the stock dividend rate on the market at prices higher saving rates. This case focuses on stocks of midsize businesses, while the share of large enterprises currently not very attractive if only waiting to receive dividend, for a dividend yield was at or below saving rates.


    Therefore, at current rates, if no cash flow relay, investors will not have much incentive to hold shares, plus the pressure of foreign sales are becoming more difficult to make estimates of the holding vote impatiently. Advantage in the market is inclined to hold cash, waiting for a clearer opportunity may come in July.