{"id":21737,"date":"2023-06-27T15:25:32","date_gmt":"2023-06-27T08:25:32","guid":{"rendered":"http:\/\/infina.vn\/blog\/?p=21737"},"modified":"2023-06-27T15:25:32","modified_gmt":"2023-06-27T08:25:32","slug":"chung-khoan-viet-nam-vuon-len-dinh-trong-9-thang-co-phieu-ten-tuoi-dua-nhau-thiet-lap-lich-su","status":"publish","type":"post","link":"https:\/\/infina.vn\/blog\/chung-khoan-viet-nam-vuon-len-dinh-trong-9-thang-co-phieu-ten-tuoi-dua-nhau-thiet-lap-lich-su\/","title":{"rendered":"Ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam v\u01b0\u01a1n l\u00ean \u0111\u1ec9nh trong 9 th\u00e1ng, c\u1ed5 phi\u1ebfu “t\u00ean tu\u1ed5i” \u0111ua nhau thi\u1ebft l\u1eadp l\u1ecbch s\u1eed"},"content":{"rendered":"\n\n
\n \n
\n \n
\n
\n \n\n
<\/div>\n <\/div>\n
\n \n\n
<\/div>\n <\/div>\n
\n \n\n
<\/div>\n <\/div>\n
\n \n\n
<\/div>\n <\/div>\n
\n \n\n
<\/div>\n <\/div>\n <\/div>\n \n
\n
\n \n\n
<\/div>\n <\/div>\n
\n \n\n
<\/div>\n <\/div>\n
\n \n\n
<\/div>\n <\/div>\n
\n \n\n
<\/div>\n <\/div>\n
\n \n\n
<\/div>\n <\/div>\n <\/div>\n<\/div>\n \n\n
\n \u0110\u00e1nh gi\u00e1 t\u1ea1i \u0111\u00e2y<\/span>\n <\/div>\n <\/div>\n

Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n ch\u01b0a bao gi\u1edd m\u1ea5t nh\u1eefng c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 c\u00f3 kh\u1ea3 n\u0103ng sinh l\u1eddi cao v\u00e0 v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi b\u1ed1i c\u1ea3nh chung.<\/h2>\n

Tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam, \u0111\u00e3 x\u1ea3y ra m\u1ed9t phi\u00ean t\u0103ng \u0111i\u1ec3m \u1ea5n t\u01b0\u1ee3ng, k\u00e9o d\u00e0i chu\u1ed7i t\u0103ng l\u00ean 5 phi\u00ean li\u00ean ti\u1ebfp. VN-Index \u0111\u00e3 v\u01b0\u1ee3t m\u1ed1c 1.132 \u0111i\u1ec3m, \u0111\u00e2y c\u0169ng l\u00e0 m\u1ee9c \u0111i\u1ec3m cao nh\u1ea5t trong h\u01a1n 9 th\u00e1ng qua. Trong b\u1ed1i c\u1ea3nh n\u00e0y, nhi\u1ec1u c\u1ed5 phi\u1ebfu n\u1ed5i ti\u1ebfng tr\u00ean s\u00e0n ch\u1ee9ng kho\u00e1n<\/a> \u0111\u00e3 ch\u1ee9ng ki\u1ebfn s\u1ef1 h\u1ed3i ph\u1ee5c m\u1ea1nh m\u1ebd, th\u1eadm ch\u00ed v\u01b0\u1ee3t \u0111\u1ec9nh l\u1ecbch s\u1eed.<\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, c\u1ed5 phi\u1ebfu c\u1ee7a hai doanh nghi\u1ec7p c\u1ea3ng bi\u1ec3n l\u1edbn l\u00e0 C\u1ea3ng \u0110\u1ed3ng Nai (m\u00e3: PDN) v\u00e0 C\u1ea3ng \u0110\u00ecnh V\u0169 (m\u00e3: DVP)<\/strong> \u0111\u00e3 thi\u1ebft l\u1eadp \u0111\u1ec9nh l\u1ecbch s\u1eed trong phi\u00ean giao d\u1ecbch. C\u1ed5 phi\u1ebfu PDN \u0111\u1eb7c bi\u1ec7t \u0111\u00e3 t\u0103ng t\u1edbi m\u1ee9c gi\u1edbi h\u1ea1n t\u0103ng v\u00e0 k\u1ebft phi\u00ean trong m\u00e0u t\u00edm, \u0111\u1ea1t m\u1ee9c gi\u00e1 124.200 \u0111\u1ed3ng\/c\u1ed5 phi\u1ebfu. \u0110\u00e1ng ch\u00fa \u00fd, PDN \u0111\u00e3 t\u0103ng gi\u00e1 m\u1ee9c gi\u1edbi h\u1ea1n trong 4\/5 phi\u00ean g\u1ea7n nh\u1ea5t v\u00e0 \u0111\u00e3 t\u0103ng t\u1edbi 68% so v\u1edbi \u0111\u1ea7u th\u00e1ng 6. V\u1ed1n h\u00f3a c\u1ee7a PDN ti\u1ebfn s\u00e1t m\u1ee9c 4.600 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

\"C\u1ea3ng
C\u1ea3ng \u0110\u1ed3ng Nai (m\u00e3: PDN) v\u00e0 C\u1ea3ng \u0110\u00ecnh V\u0169 (m\u00e3: DVP) khi x\u00e1c l\u1eadp \u0111\u1ec9nh l\u1ecbch s\u1eed trong phi\u00ean giao d\u1ecbch 26\/6<\/figcaption><\/figure>\n

DVP c\u0169ng c\u00f3 m\u1ee9c t\u0103ng h\u01a1n 3%, \u0111\u1ee7 \u0111\u1ec3 \u0111\u01b0a c\u1ed5 phi\u1ebfu n\u00e0y l\u00ean \u0111\u1ec9nh cao nh\u1ea5t k\u1ec3 t\u1eeb khi ni\u00eam y\u1ebft. Trong h\u01a1n 1 th\u00e1ng, gi\u00e1 c\u1ed5 phi\u1ebfu DVP \u0111\u00e3 t\u0103ng 25% l\u00ean m\u1ee9c 61.100 \u0111\u1ed3ng\/c\u1ed5 phi\u1ebfu. So v\u1edbi \u0111\u00e1y v\u00e0o th\u00e1ng 11 n\u0103m tr\u01b0\u1edbc, DVP \u0111\u00e3 t\u0103ng g\u1ea7n 50% v\u00e0 gi\u00e1 tr\u1ecb v\u1ed1n h\u00f3a t\u01b0\u01a1ng \u1ee9ng \u0111\u1ea1t 2.444 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

\u0110i\u1ec3m chung c\u1ee7a hai doanh nghi\u1ec7p C\u1ea3ng \u0110\u1ed3ng Nai (PDN) v\u00e0 C\u1ea3ng \u0110\u00ecnh V\u0169 (DVP) l\u00e0 c\u1ea3 hai \u0111\u00e3 tr\u1ea3i qua m\u1ed9t n\u0103m 2022 \u0111\u1ea1t “b\u1ed9i thu” k\u1ebft qu\u1ea3 kinh doanh, v\u1edbi l\u1ee3i nhu\u1eadn sau thu\u1ebf t\u0103ng tr\u01b0\u1edfng so v\u1edbi c\u00f9ng k\u1ef3 v\u00e0 \u0111\u1ea1t m\u1ee9c cao tr\u00ean 200 t\u1ef7 \u0111\u1ed3ng. Doanh nghi\u1ec7p \u0111\u00e3 chi tr\u1ea3 c\u1ed5 t\u1ee9c c\u1ef1c k\u1ef3 h\u1eadu h\u0129nh cho c\u1ed5 \u0111\u00f4ng.<\/p>\n

C\u1ea3ng \u0110\u1ed3ng Nai \u0111\u00e3 ch\u1ed1t danh s\u00e1ch c\u1ed5 \u0111\u00f4ng nh\u1eadn c\u1ed5 t\u1ee9c \u0111\u1ee3t cu\u1ed1i n\u0103m 2022 v\u1edbi t\u1ef7 l\u1ec7 30% b\u1eb1ng ti\u1ec1n. Tr\u01b0\u1edbc \u0111\u00f3, PDN \u0111\u00e3 t\u1ea1m \u1ee9ng 37 t\u1ef7 \u0111\u1ed3ng \u0111\u1ec3 chia c\u1ed5 t\u1ee9c \u0111\u1ee3t 1\/2022 cho c\u1ed5 \u0111\u00f4ng, t\u01b0\u01a1ng \u1ee9ng t\u1ef7 l\u1ec7 20%. Nh\u01b0 v\u1eady, t\u1ed5ng t\u1ef7 l\u1ec7 c\u1ed5 t\u1ee9c m\u00e0 PDN tr\u1ea3 n\u0103m 2022 l\u00e0 50%.<\/p>\n

T\u01b0\u01a1ng t\u1ef1, C\u1ea3ng \u0110\u00ecnh V\u0169 \u0111ang chu\u1ea9n b\u1ecb ch\u1ed1t danh s\u00e1ch \u0111\u1ec3 tr\u1ea3 c\u1ed5 t\u1ee9c \u0111\u1ee3t 2 n\u0103m 2022 cho c\u1ed5 \u0111\u00f4ng v\u00e0o ng\u00e0y 29\/5, v\u1edbi t\u1ef7 l\u1ec7 50%. Th\u00e1ng 12\/2022, C\u1ea3ng \u0110\u00ecnh V\u0169 \u0111\u00e3 tr\u1ea3 c\u1ed5 t\u1ee9c \u0111\u1ee3t 1 n\u0103m 2022 b\u1eb1ng ti\u1ec1n (t\u1ef7 l\u1ec7 10%). T\u1ed5ng t\u1ef7 l\u1ec7 c\u1ed5 t\u1ee9c m\u00e0 c\u1ed5 \u0111\u00f4ng C\u00f4ng ty nh\u1eadn \u0111\u01b0\u1ee3c t\u1eeb n\u0103m 2022 l\u00e0 60%.<\/p>\n

C\u1ed5 phi\u1ebfu BMP c\u1ee7a Nh\u1ef1a B\u00ecnh Minh<\/strong>, m\u1ed9t trong nh\u1eefng “\u0111\u1ea1i gia” trong ng\u00e0nh nh\u1ef1a, c\u0169ng ghi nh\u1eadn s\u1ef1 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd. Tr\u00ean phi\u00ean giao d\u1ecbch ng\u00e0y 26\/6, c\u1ed5 phi\u1ebfu BMP t\u0103ng g\u1ea7n 5%, ti\u1ebfn s\u00e1t m\u1ed1c 94.000 \u0111\u1ed3ng\/c\u1ed5 phi\u1ebfu v\u00e0 l\u1eadp \u0111\u1ec9nh cao m\u1edbi. \u0110\u00e0 t\u0103ng c\u1ee7a Nh\u1ef1a B\u00ecnh Minh \u0111\u00e3 b\u1eaft \u0111\u1ea7u t\u1eeb cu\u1ed1i th\u00e1ng 3 v\u00e0 \u0111\u1ebfn nay, BMP \u0111\u00e3 t\u0103ng \u0111\u1ebfn 72% trong ch\u01b0a \u0111\u1ea7y 3 th\u00e1ng. Gi\u00e1 tr\u1ecb v\u1ed1n h\u00f3a c\u1ee7a c\u00f4ng ty c\u0169ng t\u0103ng th\u00eam 3.200 t\u1ef7 \u0111\u1ed3ng, \u0111\u1ea1t h\u01a1n 7.650 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

\"M\u1ed9t
M\u1ed9t c\u1ed5 phi\u1ebfu c\u1ee7a \u201c\u0111\u1ea1i gia\u201d ng\u00e0nh nh\u1ef1a l\u00e0 BMP c\u1ee7a Nh\u1ef1a B\u00ecnh Minh giao d\u1ecbch kh\u1edfi s\u1eafc, li\u00ean ti\u1ebfp v\u01b0\u1ee3t \u0111\u1ec9nh l\u1ecbch s\u1eed<\/figcaption><\/figure>\n

G\u1ea7n \u0111\u00e2y, gi\u00e1 h\u1ea1t nh\u1ef1a PVC v\u00e0 PE tr\u00ean th\u1ebf gi\u1edbi \u0111ang gi\u1ea3m m\u1ea1nh, t\u1ea1o k\u1ef3 v\u1ecdng c\u1ea3i thi\u1ec7n bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p cho c\u00e1c doanh nghi\u1ec7p trong ng\u00e0nh nh\u1ef1a n\u00f3i chung, do chi ph\u00ed \u0111\u1ea7u v\u00e0o \u0111\u01b0\u1ee3c gi\u1ea3m. Trong qu\u00fd \u0111\u1ea7u n\u0103m, Nh\u1ef1a B\u00ecnh Minh (BMP) \u0111\u00e3 ghi nh\u1eadn k\u1ebft qu\u1ea3 kinh doanh kh\u00e1 t\u00edch c\u1ef1c. Doanh thu thu\u1ea7n \u0111\u1ea1t 1.440 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 7% so v\u1edbi c\u00f9ng k\u1ef3, trong khi l\u1ee3i nhu\u1eadn sau thu\u1ebf t\u0103ng h\u01a1n g\u1ea5p \u0111\u00f4i l\u00ean m\u1ee9c 281 t\u1ef7 \u0111\u1ed3ng, l\u00e0 m\u1ee9c l\u00e3i qu\u00fd cao nh\u1ea5t m\u00e0 c\u00f4ng ty t\u1eebng \u0111\u1ea1t \u0111\u01b0\u1ee3c. V\u1edbi k\u1ebft qu\u1ea3 n\u00e0y, BMP \u0111\u00e3 ho\u00e0n th\u00e0nh 23% k\u1ebf ho\u1ea1ch doanh thu v\u00e0 43% ch\u1ec9 ti\u00eau l\u1ee3i nhu\u1eadn sau qu\u00fd \u0111\u1ea7u n\u0103m.<\/p>\n

D\u00f9 \u0111\u00e3 c\u00f3 d\u1ea5u hi\u1ec7u \u0111i\u1ec1u ch\u1ec9nh sau khi ch\u1ea1m \u0111\u1ec9nh l\u1ecbch s\u1eed v\u00e0o gi\u1eefa th\u00e1ng 6 (105.000 \u0111\u1ed3ng\/c\u1ed5 phi\u1ebfu), c\u1ed5 phi\u1ebfu Vietcombank (VCB)<\/strong> – “\u00f4ng l\u1edbn” ng\u00e0nh ng\u00e2n h\u00e0ng v\u1eabn \u0111ang giao d\u1ecbch \u1edf m\u1ee9c th\u1ecb gi\u00e1 tr\u00ean 100.000 \u0111\u1ed3ng\/c\u1ed5 phi\u1ebfu v\u00e0 v\u1eabn duy tr\u00ec quanh v\u00f9ng \u0111\u1ec9nh l\u1ecbch s\u1eed. So v\u1edbi v\u00f9ng \u0111\u00e1y v\u00e0o th\u00e1ng 10\/2022, c\u1ed5 phi\u1ebfu VCB \u0111\u00e3 t\u0103ng g\u1ea7n 62%, t\u0103ng th\u00eam 180.000 t\u1ef7 \u0111\u1ed3ng cho v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng, \u0111\u1ea1t h\u01a1n 473.251 t\u1ef7 \u0111\u1ed3ng (~20,1 t\u1ef7 USD). VCB \u0111\u1ee9ng \u1edf v\u1ecb tr\u00ed gi\u00e1 tr\u1ecb cao nh\u1ea5t tr\u00ean s\u00e0n ch\u1ee9ng kho\u00e1n v\u00e0 v\u01b0\u1ee3t xa c\u00e1c \u0111\u1ed1i th\u1ee7 kh\u00e1c.<\/p>\n

\"\u201c\u00d4ng
\u201c\u00d4ng l\u1edbn\u201d ng\u00e0nh ng\u00e2n h\u00e0ng l\u00e0 Vietcombank (m\u00e3: VCB) v\u1eabn \u0111ang giao d\u1ecbch quanh v\u00f9ng \u0111\u1ec9nh l\u1ecbch s\u1eed v\u1edbi th\u1ecb gi\u00e1 tr\u00ean 100.000 \u0111\u1ed3ng\/cp<\/figcaption><\/figure>\n

Theo c\u00e1c chuy\u00ean gia ph\u00e2n t\u00edch, c\u1ed5 phi\u1ebfu VCB th\u01b0\u1eddng bi\u1ec3u hi\u1ec7n t\u00edch c\u1ef1c h\u01a1n nhi\u1ec1u so v\u1edbi VN-Index v\u00e0 nh\u00f3m ng\u00e2n h\u00e0ng kh\u00e1c. \u0110i\u1ec1u n\u00e0y l\u00e0 do c\u1ed5 phi\u1ebfu n\u00e0y h\u1ea5p d\u1eabn nh\u00e0 \u0111\u1ea7u t\u01b0 trong giai \u0111o\u1ea1n th\u1ecb tr\u01b0\u1eddng bi\u1ebfn \u0111\u1ed9ng, v\u00ec Vietcombank c\u00f3 t\u1ef7 tr\u1ecdng t\u00e0i s\u1ea3n r\u1ee7i ro th\u1ea5p v\u00e0 \u0111\u01b0\u1ee3c qu\u1ea3n l\u00fd ch\u1eb7t ch\u1ebd t\u1eeb c\u00e1c c\u01a1 quan Nh\u00e0 n\u01b0\u1edbc. Ngo\u00e0i ra, Vietcombank c\u0169ng s\u1edf h\u1eefu hi\u1ec7u qu\u1ea3 kinh doanh v\u01b0\u1ee3t tr\u1ed9i v\u00e0 ti\u1ec1m l\u1ef1c t\u00e0i ch\u00ednh v\u1eefng m\u1ea1nh nh\u1ea5t trong ng\u00e0nh ng\u00e2n h\u00e0ng Vi\u1ec7t Nam.<\/p>\n

Xem th\u00eam: VCBS b\u1eadt m\u00ed m\u1ed9t nh\u00f3m ng\u00e0nh c\u1ed5 phi\u1ebfu c\u00f3 th\u1ec3 \u201cl\u00ean s\u00f3ng\u201d v\u00e0o cu\u1ed1i n\u0103m nay<\/a><\/p>\n

T\u1ed5ng quan, th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n v\u1eabn cung c\u1ea5p nhi\u1ec1u c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 c\u00f3 kh\u1ea3 n\u0103ng sinh l\u1eddi cao v\u00e0 v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi b\u1ed1i c\u1ea3nh chung. \u0110i\u1ec1u quan tr\u1ecdng l\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n t\u1eadp trung v\u00e0o c\u00e1c doanh nghi\u1ec7p c\u00f3 n\u1ec1n t\u1ea3ng c\u01a1 b\u1ea3n t\u1ed1t, c\u00f3 k\u1ebft qu\u1ea3 kinh doanh t\u0103ng tr\u01b0\u1edfng, \u0111\u1ec3 t\u00ecm ra “c\u01a1 h\u1ed9i v\u00e0ng” thay v\u00ec ch\u1ec9 quan t\u00e2m \u0111\u1ebfn bi\u1ebfn \u0111\u1ed9ng c\u1ee7a ch\u1ec9 s\u1ed1 chung.<\/p>\n","protected":false},"excerpt":{"rendered":"

Thị trường chứng khoán chưa bao giờ mất những cơ hội đầu tư có khả năng sinh lời cao và vượt trội so với bối cảnh chung. Trên thị trường chứng khoán Việt Nam, đã xảy ra một phiên tăng điểm ấn tượng, kéo dài chuỗi tăng lên 5 phiên liên tiếp. VN-Index đã vượt […]<\/p>\n","protected":false},"author":17,"featured_media":21741,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[524],"tags":[],"class_list":{"0":"post-21737","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\/21737","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\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/comments?post=21737"}],"version-history":[{"count":0,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts\/21737\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media\/21741"}],"wp:attachment":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media?parent=21737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/categories?post=21737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/tags?post=21737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}