又成投资者“避风港”,越南VN30指数接近历史新高

英为财情Investing.com-随着旅游业重新开放、经济增速加快以及企业盈利不断增长,越南股市再度成为了投资者的“避风港”。
4月份至今,越南VN30指数累计上涨超过3.5%,逼近历史高点。从今年的表现来看,越南VN30指数累计上涨1.67%,表现要好于MSCI亚洲前沿市场同期接近8%的跌幅。
企业基本面的好转是投资者对越南股市乐观的主要因素。
越南最大基金管理公司Dragon Capital Group Ltd的首席投资官Bill Stoops 表示,在流通股调整之后,预计今年前60家公司的平均利润增长将达到23%,银行、房地产等行业的龙头企业甚至能达到30%。
MB Securities市场策略主管Tran Hoang Son也预计,第一季度公司财报表现将是积极的,尤其是银行、房地产以及消费企业。
此外,投资者也考虑到了越南重新开放国境对经济的影响。亚洲开发银行在最新展望中预计,随着制造业、旅游业的复苏,今年越南GDP将增长6.5%。
越南统计局也在近期重申,预计2022年本国GDP将增长6%-6.5%。
2021年,越南VN30指数累计上涨43%。
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