{"id":21462,"date":"2023-06-21T15:21:54","date_gmt":"2023-06-21T08:21:54","guid":{"rendered":"http:\/\/infina.vn\/blog\/?p=21462"},"modified":"2023-07-25T17:16:16","modified_gmt":"2023-07-25T10:16:16","slug":"vcbs-bat-mi-mot-nhom-nganh-co-phieu-co-the-len-song-vao-cuoi-nam-nay","status":"publish","type":"post","link":"https:\/\/infina.vn\/blog\/vcbs-bat-mi-mot-nhom-nganh-co-phieu-co-the-len-song-vao-cuoi-nam-nay\/","title":{"rendered":"VCBS b\u1eadt m\u00ed m\u1ed9t nh\u00f3m ng\u00e0nh c\u1ed5 phi\u1ebfu c\u00f3 th\u1ec3 “l\u00ean s\u00f3ng” v\u00e0o cu\u1ed1i n\u0103m nay"},"content":{"rendered":"\n\n
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\n \u0110\u00e1nh gi\u00e1 t\u1ea1i \u0111\u00e2y<\/span>\n <\/div>\n <\/div>\n

Ch\u1ee9ng kho\u00e1n VCBS t\u1ef1 tin r\u1eb1ng ng\u00e0nh n\u00e0y \u0111ang quay tr\u1edf l\u1ea1i \u0111\u1ee3t “s\u00f3ng” ph\u1ee5c h\u1ed3i k\u1ec3 t\u1eeb qu\u00fd 4 n\u0103m 2023<\/span><\/h2>\n

Trong nh\u1eefng th\u00e1ng \u0111\u1ea7u n\u0103m 2023, ng\u00e0nh c\u00e1 tra \u0111\u00e3 ch\u1ee9ng ki\u1ebfn s\u1ef1 suy gi\u1ea3m m\u1ea1nh m\u1ebd v\u1ec1 s\u1ea3n l\u01b0\u1ee3ng xu\u1ea5t kh\u1ea9u v\u00e0 gi\u00e1 tr\u1ecb xu\u1ea5t kh\u1ea9u, \u0111\u1ed3ng th\u1eddi c\u00f2n ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi t\u00ecnh h\u00ecnh gi\u1ea3m \u1edf nhi\u1ec1u th\u1ecb tr\u01b0\u1eddng. Nguy\u00ean nh\u00e2n ch\u00ednh l\u00e0 do nhu c\u1ea7u y\u1ebfu \u0111u\u1ed1i, v\u1eadn t\u1ea3i g\u1eb7p ngh\u1ebdn v\u00e0 ch\u00ednh s\u00e1ch Zero covid t\u1ea1i Trung Qu\u1ed1c v\u1eabn ch\u01b0a c\u00f3 d\u1ea5u hi\u1ec7u k\u1ebft th\u00fac.<\/p>\n

Xem th\u00eam: Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1ecbp \u0111i\u1ec1u ch\u1ec9nh tu\u1ea7n n\u00e0y<\/a><\/p>\n

Tuy nhi\u00ean, theo b\u00e1o c\u00e1o m\u1edbi nh\u1ea5t t\u1eeb Ch\u1ee9ng kho\u00e1n VCBS, ng\u00e0nh c\u00e1 tra \u0111ang c\u00f3 nh\u1eefng t\u00edn hi\u1ec7u t\u00edch c\u1ef1c v\u00e0 d\u1ef1 ki\u1ebfn s\u1ebd b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd t\u1eeb qu\u00fd 4 n\u0103m 2023.<\/p>\n

Theo d\u1ef1 b\u00e1o c\u1ee7a VCBS, nhu c\u1ea7u c\u00e1 tra s\u1ebd t\u0103ng tr\u1edf l\u1ea1i \u1edf th\u1ecb tr\u01b0\u1eddng M\u1ef9 v\u00e0 Trung Qu\u1ed1c trong n\u1eeda cu\u1ed1i n\u0103m. T\u1ea1i M\u1ef9, t\u00ecnh h\u00ecnh l\u1ea1m ph\u00e1t \u0111ang d\u1ea7n \u1ed5n \u0111\u1ecbnh v\u00e0 \u0111i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 k\u00edch th\u00edch ti\u00eau d\u00f9ng t\u1ea1i th\u1ecb tr\u01b0\u1eddng n\u00e0y. Th\u00eam v\u00e0o \u0111\u00f3, v\u00e0o cu\u1ed1i qu\u00fd 2 l\u00e0 th\u1eddi \u0111i\u1ec3m c\u00e1c nh\u00e0 b\u00e1n l\u1ebb t\u1ea1i M\u1ef9 th\u01b0\u1eddng t\u00edch tr\u1eef h\u00e0ng h\u00f3a \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u mua s\u1eafm cao \u0111i\u1ec3m trong m\u00f9a l\u1ec5 cu\u1ed1i n\u0103m. T\u1ea5t c\u1ea3 nh\u1eefng y\u1ebfu t\u1ed1 n\u00e0y s\u1ebd t\u1ea1o \u0111\u1ed9ng l\u1ef1c cho s\u1ef1 t\u0103ng gi\u00e1 c\u00e1 tra t\u1ea1i khu v\u1ef1c B\u1eafc M\u1ef9.<\/p>\n

V\u1ec1 th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c, \u0111\u00e3 b\u1eaft \u0111\u1ea7u xu\u1ea5t hi\u1ec7n t\u00ecnh tr\u1ea1ng thi\u1ebfu ngu\u1ed3n cung c\u00e1 gi\u1ed1ng v\u00e0 c\u00e1 tra nguy\u00ean li\u1ec7u do c\u00e1c doanh nghi\u1ec7p ch\u1ebf bi\u1ebfn \u0111ang gia t\u0103ng c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t. B\u00ean c\u1ea1nh \u0111\u00f3, n\u1ec1n kinh t\u1ebf Trung Qu\u1ed1c c\u0169ng \u0111ang c\u00f3 nh\u1eefng d\u1ea5u hi\u1ec7u ph\u1ee5c h\u1ed3i, t\u1ea1o \u0111i\u1ec1u ki\u1ec7n thu\u1eadn l\u1ee3i cho vi\u1ec7c t\u0103ng tr\u01b0\u1edfng th\u1ecb tr\u01b0\u1eddng c\u00e1 tra trong th\u1eddi gian t\u1edbi.<\/p>\n

\"Gi\u00e1<\/p>\n

Kh\u00f4ng ch\u1ec9 v\u1eady, \u00e1p l\u1ef1c v\u1eadn t\u1ea3i \u0111ang d\u1ea7n gi\u1ea3m nhi\u1ec7t khi hi\u1ec7n t\u01b0\u1ee3ng t\u1eafc c\u1ea3ng \u0111\u1ea7u n\u0103m \u0111\u00e3 \u0111\u01b0\u1ee3c gi\u1ea3i quy\u1ebft m\u1ed9t c\u00e1ch d\u1ea7n d\u1ea7n v\u00e0 s\u1eafp s\u1eeda k\u1ebft th\u00fac. B\u00ean c\u1ea1nh \u0111\u00f3, ngu\u1ed3n cung t\u00e0u v\u00e0 container \u0111ang c\u00f3 t\u00ecnh tr\u1ea1ng d\u01b0 cung, \u0111i\u1ec1u n\u00e0y s\u1ebd \u0111em l\u1ea1i l\u1ee3i th\u1ebf cho vi\u1ec7c xu\u1ea5t kh\u1ea9u c\u00e1c s\u1ea3n ph\u1ea9m th\u1ee7y s\u1ea3n c\u1ee7a Vi\u1ec7t Nam sang c\u00e1c n\u01b0\u1edbc ph\u01b0\u01a1ng T\u00e2y trong n\u0103m 2023.<\/p>\n

\"Global<\/p>\n

D\u1ef1a tr\u00ean d\u1ef1 b\u00e1o k\u1ebft qu\u1ea3 kinh doanh c\u1ee7a c\u00e1c doanh nghi\u1ec7p h\u00e0ng \u0111\u1ea7u trong ng\u00e0nh, VCBS cho r\u1eb1ng CTCP Nam Vi\u1ec7t (ANV) \u0111ang duy tr\u00ec \u0111\u01a1n h\u00e0ng \u1ed5n \u0111\u1ecbnh v\u00e0 \u0111\u1ea3m b\u1ea3o s\u1eed d\u1ee5ng 100% c\u00f4ng su\u1ea5t cho \u0111\u1ebfn cu\u1ed1i th\u00e1ng 6\/2023. Sau khi ho\u00e0n t\u1ea5t qu\u00e1 tr\u00ecnh r\u00e0 so\u00e1t thu\u1ebf ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 l\u1ea7n th\u1ee9 19, c\u00f4ng ty s\u1ebd \u0111\u1eb7t k\u1ebf ho\u1ea1ch t\u0103ng c\u01b0\u1eddng xu\u1ea5t kh\u1ea9u m\u1ea1nh m\u1ebd sang th\u1ecb tr\u01b0\u1eddng M\u1ef9 v\u00e0 b\u00e1n s\u1ea3n ph\u1ea9m ch\u1ee7 \u0111\u1ea1o v\u1edbi m\u1ee9c gi\u00e1 g\u1ea5p \u0111\u00f4i so v\u1edbi c\u00e1c th\u1ecb tr\u01b0\u1eddng tr\u01b0\u1edbc \u0111\u00f3, t\u1eeb \u0111\u00f3 c\u1ea3i thi\u1ec7n bi\u00ean l\u1ee3i nhu\u1eadn c\u1ee7a doanh nghi\u1ec7p trong t\u01b0\u01a1ng lai.<\/p>\n

\u0110\u1ed3ng th\u1eddi, ANV c\u0169ng k\u1ef3 v\u1ecdng gi\u00e1 c\u1ea3 t\u1ea1i th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c s\u1ebd c\u00f3 c\u1ea3i thi\u1ec7n khi ngu\u1ed3n h\u00e0ng t\u1ed3n kho d\u1ea7n c\u1ea1n ki\u1ec7t v\u00e0 ti\u00eau d\u00f9ng \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n do s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a n\u1ec1n kinh t\u1ebf Trung Qu\u1ed1c. VCBS th\u00f4ng b\u00e1o r\u1eb1ng c\u00f4ng ty \u0111\u00e3 thi\u1ebft l\u1eadp m\u1ed1i quan h\u1ec7 v\u1edbi m\u1ed9t nh\u00f3m kh\u00e1ch h\u00e0ng m\u1edbi t\u1ea1i Trung Qu\u1ed1c v\u00e0 k\u1ebf ho\u1ea1ch t\u0103ng doanh thu 35% t\u1ea1i th\u1ecb tr\u01b0\u1eddng n\u00e0y.<\/p>\n

\"T\u00ecnh<\/p>\n

V\u1ec1 m\u1ea3ng Collagen v\u00e0 Gelatin (C&G), sau khi ho\u00e0n th\u00e0nh giai \u0111o\u1ea1n 1 cho nh\u00e0 m\u00e1y Amicogen, ANV d\u1ef1 \u0111\u1ecbnh s\u1ebd ti\u1ebfp t\u1ee5c tri\u1ec3n khai giai \u0111o\u1ea1n 2 v\u00e0 3 \u0111\u1ec3 n\u00e2ng c\u00f4ng su\u1ea5t t\u1eeb 780 l\u00ean 1.200 v\u00e0 2.400 t\u1ea5n\/n\u0103m. V\u1edbi s\u1ef1 m\u1edbi m\u1ebb trong vi\u1ec7c khai th\u00e1c m\u1ea3ng C&G, ANV \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd c\u00f2n c\u00f3 nhi\u1ec1u ti\u1ec1m n\u0103ng \u0111\u1ec3 m\u1edf r\u1ed9ng bi\u00ean l\u1ee3i nhu\u1eadn cho m\u1ea3ng n\u00e0y. VCBS d\u1ef1 ph\u00f3ng r\u1eb1ng m\u1ea3ng C&G s\u1ebd mang v\u1ec1 doanh thu v\u00e0 l\u1ee3i nhu\u1eadn l\u1ea7n l\u01b0\u1ee3t l\u00e0 85 t\u1ef7 v\u00e0 4,25 t\u1ef7 \u0111\u1ed3ng cho ANV trong n\u0103m 2023.<\/p>\n

\u0110\u1ed1i v\u1edbi m\u1ea3ng \u0111i\u1ec7n, m\u1eb7c d\u00f9 d\u1ef1 \u00e1n \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u0111\u00e3 tr\u00ec ho\u00e3n do v\u01b0\u1edbng m\u1eafc ch\u00ednh s\u00e1ch c\u1ee7a nh\u00e0 n\u01b0\u1edbc, nh\u01b0ng n\u1ebfu \u0111\u01b0\u1ee3c ch\u00ednh ph\u1ee7 ph\u00ea duy\u1ec7t v\u00e0o n\u0103m 2025, doanh thu t\u1eeb m\u1ea3ng \u0111i\u1ec7n m\u1eb7t tr\u1eddi d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd \u0111\u1ea1t 628 t\u1ef7 \u0111\u1ed3ng (t\u0103ng kho\u1ea3ng 436% so v\u1edbi n\u0103m 2024), nh\u1edd c\u1ea3i thi\u1ec7n c\u00f4ng su\u1ea5t l\u01b0\u1edbi \u0111i\u1ec7n.<\/p>\n

\"D\u1ef1<\/p>\n

\u1ede CTCP V\u0129nh Ho\u00e0n (VHC), \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1eefng kh\u00f3 kh\u0103n t\u1ea1i c\u00e1c th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u ch\u00ednh nh\u01b0 M\u1ef9 v\u00e0 Ch\u00e2u \u00c2u, VHC d\u1ef1 ki\u1ebfn s\u1ebd ng\u1eebng t\u0103ng gi\u00e1 b\u00e1n v\u00e0 t\u0103ng c\u01b0\u1eddng ch\u1ea5t l\u01b0\u1ee3ng s\u1ea3n ph\u1ea9m \u0111\u1ec3 n\u00e2ng cao kh\u1ea3 n\u0103ng c\u1ea1nh tranh. Tuy v\u1eady, c\u00f4ng ty v\u1eabn k\u1ef3 v\u1ecdng r\u1eb1ng nhu c\u1ea7u c\u00e1 tra s\u1ebd ph\u1ee5c h\u1ed3i t\u1eeb qu\u00fd 4\/2023 khi l\u01b0\u1ee3ng h\u00e0ng t\u1ed3n kho gi\u1ea3m d\u1ea7n, \u0111\u1ed3ng th\u1eddi nhu c\u1ea7u nh\u1eadp kh\u1ea9u c\u00e1 s\u1ebd \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n khi c\u00e1c d\u1ecbp l\u1ec5 ph\u01b0\u01a1ng T\u00e2y \u0111ang \u0111\u1ebfn g\u1ea7n.<\/p>\n

VCBS d\u1ef1 \u0111o\u00e1n doanh thu v\u00e0 l\u1ee3i nhu\u1eadn g\u1ed9p c\u1ee7a VHC trong n\u0103m 2023 s\u1ebd \u0111\u1ea1t l\u1ea7n l\u01b0\u1ee3t l\u00e0 11.498 v\u00e0 1.255 t\u1ef7 \u0111\u1ed3ng, gi\u1ea3m l\u1ea7n l\u01b0\u1ee3t l\u00e0 13% v\u00e0 38% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\n

\"D\u1ef1<\/p>\n

Trong n\u0103m 2022, VHC – “n\u1eef ho\u00e0ng c\u00e1 tra” \u0111\u00e3 ho\u00e0n th\u00e0nh nh\u00e0 m\u00e1y Surimi, s\u1ea3n xu\u1ea5t c\u00e1c lo\u1ea1i thanh cua \u0103n li\u1ec1n v\u1edbi c\u00f4ng su\u1ea5t 5.000 t\u1ea5n\/n\u0103m. D\u00f2ng s\u1ea3n ph\u1ea9m n\u00e0y \u0111\u01b0\u1ee3c d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd \u0111\u00f3ng g\u00f3p cho doanh thu s\u1ea3n ph\u1ea9m GTGT c\u1ee7a VHC v\u00e0o kho\u1ea3ng 95 t\u1ef7 \u0111\u1ed3ng trong n\u0103m 2023.<\/p>\n

Kh\u00f4ng ch\u1ec9 d\u1eebng l\u1ea1i \u1edf \u0111\u00f3, VHC \u0111ang t\u00edch c\u1ef1c m\u1edf r\u1ed9ng v\u00e0o c\u00e1c ph\u00e2n kh\u00fac kh\u00e1c nh\u1eb1m b\u00f9 \u0111\u1eafp cho s\u1ef1 gi\u1ea3m ph\u00e1t c\u1ee7a m\u1ea3ng c\u00e1 tra. Nh\u00e0 m\u00e1y N\u00f4ng s\u1ea3n Th\u1ef1c ph\u1ea9m Th\u00e0nh Ng\u1ecdc d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u01b0a ra s\u1ea3n ph\u1ea9m th\u01b0\u01a1ng m\u1ea1i trong n\u1eeda cu\u1ed1i n\u0103m 2023, v\u1edbi doanh thu d\u1ef1 ki\u1ebfn \u200b\u200bkho\u1ea3ng 350 t\u1ef7 \u0111\u1ed3ng v\u00e0 bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p kho\u1ea3ng 15%. C\u00f4ng ty c\u0169ng \u0111ang l\u00ean k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t c\u1ee7a nh\u00e0 m\u00e1y C&G, qua \u0111\u00f3 d\u1ef1 ki\u1ebfn \u200b\u200bmang l\u1ea1i doanh thu v\u00e0 l\u1ee3i nhu\u1eadn cho n\u0103m 2024 l\u1ea7n l\u01b0\u1ee3t l\u00e0 835 t\u1ef7 v\u00e0 342 t\u1ef7 \u0111\u1ed3ng, \u0111\u1ea1t bi\u00ean l\u1ee3i nhu\u1eadn g\u1ea5p \u0111\u00f4i so v\u1edbi m\u1ea3ng c\u00e1 tra.<\/p>\n

V\u1edbi m\u1ea3ng g\u1ea1o, sau khi ho\u00e0n th\u00e0nh d\u1ef1 \u00e1n x\u00ed nghi\u1ec7p Sa Giang 3, Sa Giang \u0111\u00e3 t\u1eadn d\u1ee5ng th\u01b0\u01a1ng hi\u1ec7u c\u1ee7a m\u00ecnh \u0111\u1ec3 t\u0103ng s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 c\u1ea3 tr\u00ean th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u v\u00e0 trong n\u01b0\u1edbc. Ban l\u00e3nh \u0111\u1ea1o c\u1ee7a VHC \u0111\u00e3 \u0111\u1eb7t ra k\u1ebf ho\u1ea1ch cho n\u0103m 2023 v\u1edbi m\u1ee9c doanh thu t\u0103ng 2,5 l\u1ea7n l\u00ean 680 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

\"D\u1ef1<\/p>\n","protected":false},"excerpt":{"rendered":"

Chứng khoán VCBS tự tin rằng ngành này đang quay trở lại đợt “sóng” phục hồi kể từ quý 4 năm 2023 Trong những tháng đầu năm 2023, ngành cá tra đã chứng kiến sự suy giảm mạnh mẽ về sản lượng xuất khẩu và giá trị xuất khẩu, đồng thời còn phải đối mặt […]<\/p>\n","protected":false},"author":36,"featured_media":21481,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[524],"tags":[],"class_list":{"0":"post-21462","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ban-tin-kinh-te"},"_links":{"self":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts\/21462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/users\/36"}],"replies":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/comments?post=21462"}],"version-history":[{"count":0,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts\/21462\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media\/21481"}],"wp:attachment":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media?parent=21462"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/categories?post=21462"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/tags?post=21462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}