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Author Topic: 越南股市,全球最惨  (Read 129 times)

MarkFengZhi

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on: November 23, 2022, 12:02:40 PM
越南股市,全球最惨

本文来自微信公众号:


华尔街见闻 (ID:wallstreetcn)


,作者:葛佳明,头图来自:视觉中国


在越南政府对金融监管的层层加码下,一蹶不振越南股市“越来越难”。 

在银行和地产股领跌中,截至11月22日,
越南胡志明指数已下跌近36%,被列为全球表现最差的指数。
虽然一些多头看到了买入机会,但这场危机正威胁着早早步入市场的越南股民们。 




11月22日,媒体报道称,越南的证券经纪人Ha Hai Dang表示,在这一年,他的200位散户客户中,就有超过80%在股市中折戟。Dang说:


一两年前,我甚至不需要邀请人来开设交易账户,大家都乐于进入股市。

但根据越南证券交易所的数据显示,今年10月,国内散户投资者开设交易账户为96290个,是继5月份476000的峰值后,连续第五个月下降。

也是自2021年2月以来本地投资者新开户数最少的一次。


一、金融监管风暴


华尔街见闻此前提及,自今年3月底以来,越南政府掀起史上力度最大的金融监管风暴,越南总理范明政下令当局打击股票、债券和房地产市场的违规行为,并展开一系列调查,越南公安随后逮捕了多名涉嫌操纵市场的证券公司和上市公司高管。

现在看来,
这场调查开启了对越南股市长达半年之久的严重的冲击。
这个去年涨超100%,被列为全球最佳的股市,开启了他的跌跌之路。

10月8日,曾高调与李嘉诚合作,被称为“越南女首富”的地产大亨张美兰突然被捕,警方称其相关公司涉嫌非法发行债券,筹集了数万亿越南盾,导致越南大型银行遭遇挤兑,又一次拉崩了越南股市。

到11月初,范明政再次宣布将继续严厉打击金融违规行为,据媒体报道,范明政在河内召开的政府内部会议上表示:


“我们不得不严厉处理违规和不当行为,这不仅是为了市场和经济的健康和可持续发展,也是为了保护投资者、银行和企业。”


媒体报道称,跌势不止的越南股市正逼得散户们保持观望态度或直接离场,股市的流动性正在下降。根据数据统计,截至11月21日,
11月胡志明市证券交易所的平均交易额为每天4.36亿美元,远低于前11月每日约7.61亿美元的成交额。


资产管理公司Vietnam Holdings Inc.的创始人Phung Trung Kien表示,市场的下跌还导致了为了达到保证金要求而被迫抛售的股票的现象,这加剧了散户们的损失。

证券经纪人Dang表示客户们普遍认为未来前景黯淡,只想尽可能减少损失,他说:


我接触到的投资者们现在只希望能将损失降到最低,已经不抱希望能像往年那样致富。


二、买入机会?


在国内投资者被疯狂“割韭菜”的时候,一些外国投资者把这个时机视为不错的买入机会,
当下,胡志明指数的市盈率为8.3,接近2013年以来的最低水平。


根据数据统计,海外投资者于9月和10月大量卖出越南股票后,11月已经净买入超3.15亿美元的股票,有望成为自2020年6月以来最大的月度购买量。

Manulife IM Vietnam的股票部门负责人Jiyun Chung表示她的基金正在抄底买入,认为现在是以折低价买入优秀公司的好机会。她说:


总的来说,我对越南未来的经济增长持积极看法,因此我认为现在是个不错的抄底机会。








本文来自微信公众号:


华尔街见闻 (ID:wallstreetcn)


,作者:葛佳明



                                                                                   
                                                                       

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