Thêm một góc nhìn khác về đợt cơ cấu ETF này các bác:

Thêm CII, giữ OGC ???!!!

1. Vietnam Market Vectors Index (V.N.M)
Deletions: None
Additions: None
We found no candidates that fully meet/fail the requirements of V.N.M’s requirements in this review.
Estimated trading by ETF tracker: perfectly Vietnamese stocks now accounts for 70% of ETF tracker’s weight, therefore, at this review, ETF tracker’s trading value will be balanced. We note that it might sell 2.47mn VCB shares, 1.36mn MSN shares and 1.96mn STB shares while buy 4.48mn HAG shares in this review.
2. FTSE Vietnam Index:
Deletions: OGC, HSG, and CSM
HSG and CSM failed the liquidity requirements while OGC failed market capital requirements.
Additions: None
Estimated trading by ETF tracker:
ETF tracker is likely to purchase 2.5mn VCB shares, 1.2mn HPG shares and 3.1mn HAG shares, On the other hand, the tracker is likely to sell 3.6mn HSG shares, 2.7mn CSM shares and 4.9mn OGC shares.
Rebalance timeline: FTSE Vietnam will announce its review result this Friday, Mar 6 and have the next 2 weeks for rebalancing. V.N.M will announce its review result next Friday, Mar 13 and has 1 week to rebalance after that.