Giao dịch hàng ngày - Vững bước trên ngàn

ktxd said:
MOF has the feedbacks on recent steel price rallies; accordingly, MOF shared the same view with MOIT. MOF emphasized that the hike in input material prices coupling with high demand on steel products were the key reasons for the high finished steel product prices. Most of input materials for construction steel are imported, from iron ore, coking coals, graphite electrode and scraps. In FY21, Vienam needs to import about 18mn tonnes of iron ore, 6-6.5mn tonnes of scrap, 6.5mn tonnes of coking coals and 10,000 tonnes of graphite electrode.

Regarding the import tax policies, currently, imported tax imposes on materials are ranging from 0-3% while imported tax on construction steel is at 15%. These taxes are compliance with the world agreements.

MOF's view is that: to stabilize the steel prices, Vietnam needs several solutions in the long-term to increase capacity of steel products. In short-term, MOF and MOIT can consider to adjust the safeguard taxes imposed on imported billets and construction steels, which are at 15.3% and 9.4% currently. At the current policy, these taxes will decrease gradually in the next two years.

HSC's view: removing the safeguard taxes on billet and construction steel will have no any impact on HPG side, as HPG's billet and rebar prices are well below Chinese/imported prices. For example, Chinese rebar prices are trading at USD965/tonne, equivalent to VND22mn/tone, while HPG's rebar prices are at just only VND17.2/tonne. The gap is almost the same for billet, at the moment.
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Vậy chủ trương mở rộng công suất DQ2 ok
Thuế tự vệ có thể giảm cũng ko ảnh hưởng HPG
 
chim_non said:
Nhìn chart thì VIC còn nguy cơ giảm nữa, có thể về 119-120 :1:
Vụ kỳ vọng IPO nghe chừng hơi xa nhỉ :1:
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Không quan trọng là xa hay gần, mà quan trọng ở định giá. Nếu định giá ở tầm 50 tỷ thì yên tâm giảm mua tiếp.
 
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