Will accumulate in the stock market in July

 In June, the stock market has dropped consecutive session, liquidity remained fairly, but there are signs of shrinking. Markets in July is expected to bring many surprises for investors.



    Talking to ĐTCK Phan Dung Khanh, Head of Analysis, Maybank Kim Eng Securities (MBKE) said that investors' sentiment currently as "bird fear stems bent" by reducing fears correction is not over. Liquidity also showed declining cash flow less enthusiastic about reducing the level of the market and this will cause many other investors could not "swing" by.

 

                           The stock split will have the companies announced second quarter results


    According to Khanh, the disbursement in the current market would be high risk for short-term investors, speculators or surfing. As for the medium to long term investors, this is a great opportunity, especially for those investors not disburse more in "waves" in late 2012 and early this year. Compared to other investment channels such as real estate, gold, foreign currency, savings ..., stock channel is the most profitable in the first half of this year.


    "Risks to the stock market in the short term only. In July next, can not return to the market trend, but the decline will not happen as the first half of June by the macro factor support, with the growing cash flows back to bottom , and prepare for the recovery of the economy, while other channels are still very weak, "said Khanh said that, the market will accumulate in July.


    Mr. Nguyen Huu Binh, Head of Analysis, IVS comment Securities, the market has been in a state of doubt, just expectations. Investors holding cash is in a state of risk aversion, and the stockholders expect "waves" rebounded quite active in holding stocks, and buy more when prices are low. This explains why both the supply and demand in recent sessions are weak, affecting the liquidity of the market.


    Even so, according to Binh, the stock market will return to equilibrium in July after a decline last and not likely to be volatile for the first half of July. However, the second half of July is the time when many listed companies announced II/2013 quarter results will be clear differentiation between stocks, these companies have good business results will be more attention of investors, the stock price will rise. One other positive factors fueling expectations of a vibrant stock market in July as large-cap stocks (blue-chip) have had time to accumulate and the attractive price levels. This brings new investment opportunities and investors create attraction "pouring" money into the stock market.


    In general, the stock market in July was reported to be better, but hardly "waves" big. According to Bao Vietnam Securities (BVSC), foreign investors may pressure divest the portfolio restructuring, changes in the market in the future will depend on the cash flow of the water.


    "The stock market in July will better direction, but there is a differentiation based on the business results of the company. In particular, firms with high leverage ratios in the construction industry, real estate, shipping companies will be the beneficiaries when interest rates fall, "said Representative BVSC.


    In fact, quarterly results of listed companies is an important basis for investment decisions of investors. Many investors are forecasting business results of the company stock price should not fluctuate much. However, there are still strong stocks as business enterprises are the results from losses to profits, interest or plan far ahead, beyond the speculation of investors. Therefore, when the business results you II/2013 or 6 months was announced, the stock market in July will have unexpected occurrences.