Nhung co phieu len va xuong nhieu nhat 2006
Co the coi 2006 la nam "an nen lam ra" cua nhieu tay choi chung khoan nuoc My, bang chung la chi so cong nghiep Dow Jones lan dau tien dat 12.500 diem, con chi so Standard & Poor"s 500 tang nhung 13,6% - muc cao ngat nguong so voi nhieu nam tro lai day.
Danh hieu quan quan cua nam nay thuoc ve co phieu tap doan cong nghe Allegheny Technologies (ATI) - voi muc tang truong gia 150% dat 90,68 USD/co phieu. Trong khi do, chuoi sieu thi cao cap Whole Foods ngam ngui voi vi tri “doi so”: tieng tam di dau thi truong thuc pham sinh thai mot thoi khong cuu van gia co phieu cong ty nay khoi pha tut doc 40%, xuong muc 46,93 USD/co phieu. Tuy nhien theo nhan dinh cua gioi phan tich, nhung ngoi sao 2006 chua chac se tiep tuc toa sang trong tuong lai toi day. Uy ban Nghien cuu Von huy dong cua Standard & Poor"s 500 cho biet: so di Allegheny khoi sac trong may nam qua la nho nhu cau tieu thu khong lo tu cac nganh cong nghiep “ngon” nguyen vat lieu (nganh vu tru khong gian). Trong boi canh hop nhat nganh thep Hoa Ky thoi gian toi, du bao Allegheny van hoat dong suon se nhung khong co nghia gia co phieu tap doan tiep tuc toa sang nhu nam qua. Cung luc, chuyen vien ky cuu Mitchell Corwin cua quy dau tu Morningstar lai xem “khuc tram” cua Whole Foods la co hoi lam an lon. “Tat ca nhung gi toi te nhat thi da duoc phan anh vao gia co phieu roi. Sap toi, chuoi sieu thi cao cap nay se danh bai cac cua hang thuc pham gia re sau khi mang luoi mo rong lon gap doi. Tham chi no con duoc long khach hang hon ca Wal Mart”. Thu diem mat 10 co phieu len hoat dong tot nhat va 10 co phieu lam an “that bat” nhat tren thi truong Hoa Ky nam qua (tinh theo chi so S&P 500). 10 co phieu “an nen lam ra” Tap doan cong nghe Allegheny (ATI) Bien dong gia 2006: tang 151,3% San xuat titanium va cac san pham kim khi, cung cap dich vu ho tro di kem bao ho lao dong.
Cong ty xay dung Terex (TEX) Bien dong gia 2006: tang 117,4% San xuat va cung cap thiet bi xay dung.
NVIDIA (NVDA) Bien dong gia 2006: tang 102,5% Gia cong do hoa cho nhiep anh nghe thuat va video ky thuat so tren may tinh ca nhan.
OfficeMax (OMX) Bien dong gia 2006: tang 95,78% Phan phoi thiet bi van phong theo yeu cau.
Big Lots (BIG) Bien dong gia 2006: tang 90,84% Cong ty chuyen mua ban hang hoa thanh ly.
Celgene (CELG) Bien dong gia 2006: tang 77,6% Nghien cuu va tiep thi cac loai thuoc chua tri ung thu va chong doc.
DirecTV (DTV) Bien dong gia 2006: tang 76,6% Phan phoi dich vu truyen hinh ky thuat so cho khach thue bao o My va My La tinh.
BellSouth (BLS) Bien dong gia 2006: tang 73,8% Nha cung cap dich vu dien thoai, Internet va cac dich vu ho tro cho khach hang Hoa Ky.
Hercules (HPC) Bien dong gia 2006: tang 70,9% Cung cap san pham hoa hoc, dac biet trong nganh cong nghiep ve sinh va san xuat giay.
CB Richard Ellis (CBG) Bien dong gia 2006: tang 69,2% Cong ty bat dong san thuong mai toan cau cung cap cac dich vu tu van, quan ly tai san, cho vay the chap...
10 co phieu "bao dong" Chuoi sieu thi Whole Foods (WFMI) Chuoi sieu thi cao cap gom 187 cua hang o My va Anh. Bien dong gia 2006: giam 39,4%
Tap doan giao duc Apollo (APOL) Bien dong gia 2006: giam 35,5% Cung cap cac chuong trinh giao duc chat luong cao thong qua cong ty con va chi nhanh quoc te (trong do co truong DH Phoenix danh tieng).
Tap doan vien thong ADC (ADCT) Bien dong gia 2006: giam 34,9% Cung cap san pham va dich vu mang luoi cho truyen thong co day va khong day.
Yahoo! (YHOO) Bien dong gia 2006: giam 34,8% Cong thong tin va cong cu tim kiem tren Internet
Jabil Circuit (JBL) Bien dong gia 2006: giam 33,8% Cung cap san pham dien tu va dich vu cho cac nha may cong nghiep va cong ty IT.
Advanced Micro Devices (AMD) Bien dong gia 2006: giam 33,5% Thiet ke va san xuat mach vi xu ly cho may tinh va cac thiet bi khac.
SanDisk (SNDK) Bien dong gia 2006: giam 31,5% Thiet ke va cung cap cac loai thiet bi luu tru nhanh bao gom may anh ky thuat so va may MP3.
eBay (EBAY) Bien dong gia 2006: giam 29.9%
Cong ty thiet bi y te Boston Scientific (BSX) Bien dong gia 2006: giam 29,9%
Novell (NOVL) Bien dong gia 2006: giam 29,78% Thiet ke va cung cap dich vu phan mem quan ly kinh doanh ma nguon mo.
Hai Minh Theo Business Week |
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