Chien luoc dau tu ck

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    06-Apr-2017
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Transcript of Chien luoc dau tu ck

  • Trnh by: TRN VN TRUNG

    1

  • La chn c phiu

    Thi im mua vo v bn ra

    Qun l danh mc u t

    Tin mt hay c c phiu

    Loi c phiu v s lng

    Hot ng u t c phiu cn c chin lc

    2

  • Kh on bit c khi no th trng u c gi xung phc hi, u c gi ln sp .

    Nh u t d b cm xc chi phi Cn c cng c v chin lc ph hp

    Mi NT cn c PP hay chin lc ph hp c tnh loi b cm xc, trnh bc dc, lo lng

    Kh khn khi u t

    3

  • Doanh thu Li nhun EPS, P/E Qu kh, Hin ti, D on tng lai

    Khi cc nh phn tch thay i d on Cng ty cnh bo Li sut thay i Giao dch ni b Hiu ng lan ta tin tc trong ngnh Li nhun thay i Thay i trong khi lng hng tn kho Cng ngh v sn phm Sn phm tht bi

    Chng 1: NHN T LM BIN NG GI C PHIU

    4

  • B1: La chn c phiu

    B2: Thi im mua, bn

    B3: Qun l danh mc

    Chng 2: QUY TRNH U T

    5

  • S dng cng c lc trc tuyn

    nh gi danh sch c phiu: 20-25 m -> Danh sch rt gn: 5 m

    Xem biu

    Lch s cng ty

    D on doanh thu

    Tr li cc cu hi sau:

    B1: La chn c phiu

    6

  • tng trng

    Di hn, mc gi s ra sao

    Gi gim mnh, tng nhanh, dao ng n nh

    T l doanh thu cao nht trong 5 nm

    Tr li cc cu hi khi la chn cp

    7

  • D on ca cc nh phn tch

    Doanh thu gn y? Tch cc, tiu cc

    P/E cng ty so vi P/E ngnh v th trng

    Thnh vin cng ty c mua khng?

    Nhm ngnh ang hot ng th no?

    Tr li cc cu hi khi la chn cp

    8

  • Mua cp c xu hng tng gi, trnh cp c xu hng gim gi.

    Bn cp vo thi im bt u kt thc xu hng.

    Khng th xc nh chnh xc thi im phi bng lng t c mc li nhun ln nht c th

    Bc 2: Thi im mua vo, bn ra

    9

  • Cn xc nh bn u t ngn hn hay di hn

    i khi bn sm, trnh thua l chc chn xy ra

    Tha nhn sai lm l rt kh.

    Cha c cng c d bo hay pp giao dch xc nh chnh xc im u hay im kt thc xu hng

    Bc 2: Thi im mua vo, bn

    10

  • Ti mt thi im, nm gi bao nhiu loi cp

    Nm gi cp ca bao nhiu nhm ngnh

    u t ton b hay gi li tin mt, v bao nhiu?

    Bc 3: Qun l danh mc

    11

  • Xc nh quy m ca danh mc

    a dng ha ngnh v quc gia

    Phn b tim lc

    Li khuyn

    12

  • u t tng trng: Ri ro cao/ Li nhun cao Ph bin

    u t gi tr Sn lng nhng mn hi Ging NT tng trng nhng khng mun ri ro

    u t theo gi tr: Hy hnh ng u t k thut Ch s dng phn tch k thut quyt nh mua

    bn

    Chng 3: CC PHONG CCH U T

    13

  • u t c bn Quan tm ch yu bo co ti chnh

    u t doanh thu Quan tm doanh thu ch khng nh gi cp

    Giao dch ch ng Giao dch thng xuyn

    u t kt hp

    Phong cch lt sng

    14

    Nhng phong cch ph

  • Tng trng EPS cao nht trong 1 n 5 nm

    ti Tng trng EPS cao nht trong lch s trong 1

    nm, 3 hoc 5 nm Bin li nhun tng Ni b mua nhiu D on trong ngn hn tng trng doanh thu Tng doanh thu cao P/E hp l

    15

    Chng 4: CHIN LC U T TNG TRNG

  • Khng cm xc nh hng n u t 3 yu t: thng hiu mnh, qun l hiu qu,

    cng ngh cao Kim tra c phiu qua GARP Xc nh thi im mua vo Xem xt xu hng ngnh Thit lp im chn l an ton Ch li nhun ang tng Suy ngh trong di hn Nhn bit thi im bn ra Nhn bit thi im mua vo

    16

    LI KHUYN U T TNG TRNG THNH CNG

  • Gi cp b th trng nh gi thp

    Trong iu kin bnh thng, P/E thp hn t l tng trng EPS

    NT gi tr i ngc li xu hng nim tin ca c NT khc

    CP khng cn l cp gi tr nu P/E cao hn tng trng EPS v P/E cao hn P/E qu kh v cn ngnh

    17

    Chng 5: CHIN LC U T GI TR

  • Tm kim cp gi r Nhn bit CP gi tr T l tng EPS d kin trong tng lai cao T l tng EPS trong qu kh cao P/E thp v thp hn ngnh v i th Gi Cp ang giao dch thp hn so vi xu

    hng gi c trong di hn Giao dch ni b Gi thp hn gi tr s sch

    18

    Quy trnh ca NT gi tr