{"id":9202,"date":"2022-07-04T11:43:15","date_gmt":"2022-07-04T04:43:15","guid":{"rendered":"http:\/\/infina.vn\/blog\/?p=9202"},"modified":"2024-08-03T17:51:53","modified_gmt":"2024-08-03T10:51:53","slug":"mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina","status":"publish","type":"post","link":"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/","title":{"rendered":"M\u1ed9t ch\u00fat nh\u1eadn \u0111\u1ecbnh tu\u1ea7n m\u1edbi cho anh em Infina"},"content":{"rendered":"\n\n<div class=\"kk-star-ratings kksr-auto kksr-align-right kksr-valign-top\"\n    data-payload='{&quot;align&quot;:&quot;right&quot;,&quot;id&quot;:&quot;9202&quot;,&quot;slug&quot;:&quot;default&quot;,&quot;valign&quot;:&quot;top&quot;,&quot;ignore&quot;:&quot;&quot;,&quot;reference&quot;:&quot;auto&quot;,&quot;class&quot;:&quot;&quot;,&quot;count&quot;:&quot;1&quot;,&quot;legendonly&quot;:&quot;&quot;,&quot;readonly&quot;:&quot;&quot;,&quot;score&quot;:&quot;5&quot;,&quot;starsonly&quot;:&quot;&quot;,&quot;best&quot;:&quot;5&quot;,&quot;gap&quot;:&quot;2&quot;,&quot;greet&quot;:&quot;\u0110\u00e1nh gi\u00e1 t\u1ea1i \u0111\u00e2y&quot;,&quot;legend&quot;:&quot;5\\\/5 - (1 vote)&quot;,&quot;size&quot;:&quot;24&quot;,&quot;title&quot;:&quot;M\u1ed9t ch\u00fat nh\u1eadn \u0111\u1ecbnh tu\u1ea7n m\u1edbi cho anh em Infina&quot;,&quot;width&quot;:&quot;129&quot;,&quot;_legend&quot;:&quot;{score}\\\/{best} - ({count} {votes})&quot;,&quot;font_factor&quot;:&quot;1.25&quot;}'>\n            \n<div class=\"kksr-stars\">\n    \n<div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n    \n<div class=\"kksr-stars-active\" style=\"width: 129px;\">\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n                \n\n<div class=\"kksr-legend\" style=\"font-size: 19.2px;\">\n            5\/5 - (1 vote)    <\/div>\n    <\/div>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_73 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">N\u1ed9i dung ch\u00ednh<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#Dau_tu_ngan_han_Khong_uu_tien_nam_giu_lau_dai\" title=\"\u0110\u1ea7u t\u01b0 ng\u1eafn h\u1ea1n (Kh\u00f4ng \u01b0u ti\u00ean n\u1eafm gi\u1eef l\u00e2u d\u00e0i):\">\u0110\u1ea7u t\u01b0 ng\u1eafn h\u1ea1n (Kh\u00f4ng \u01b0u ti\u00ean n\u1eafm gi\u1eef l\u00e2u d\u00e0i):<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#1_HCM\" title=\"1. HCM\">1. HCM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#2_BID\" title=\"2. BID\">2. BID<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#3_DXG\" title=\"3. DXG\">3. DXG<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#4_VOS\" title=\"4. VOS\">4. VOS<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#5_NKG\" title=\"5. NKG\">5. NKG<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#Dau_tu_trung_va_dai_han_Q3\" title=\"\u0110\u1ea7u t\u01b0 trung v\u00e0 d\u00e0i h\u1ea1n (Q3):\">\u0110\u1ea7u t\u01b0 trung v\u00e0 d\u00e0i h\u1ea1n (Q3):<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#1_HDG\" title=\"1. HDG\">1. HDG<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#2_TNG\" title=\"2. TNG\">2. TNG<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#3_MIG\" title=\"3. MIG\">3. MIG<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#Tinh_hinh_tai_chinh\" title=\"T\u00ecnh h\u00ecnh t\u00e0i ch\u00ednh:\">T\u00ecnh h\u00ecnh t\u00e0i ch\u00ednh:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#La_don_vi_tien_phong_phat_trien_cong_nghe_so_dap_ung_cho_yeu_cau_tang_truong_giai_doan_moi\" title=\"L\u00e0 \u0111\u01a1n v\u1ecb ti\u00ean phong ph\u00e1t tri\u1ec3n c\u00f4ng ngh\u1ec7 s\u1ed1 \u0111\u00e1p \u1ee9ng cho y\u00eau c\u1ea7u t\u0103ng tr\u01b0\u1edfng giai \u0111o\u1ea1n m\u1edbi:\">L\u00e0 \u0111\u01a1n v\u1ecb ti\u00ean phong ph\u00e1t tri\u1ec3n c\u00f4ng ngh\u1ec7 s\u1ed1 \u0111\u00e1p \u1ee9ng cho y\u00eau c\u1ea7u t\u0103ng tr\u01b0\u1edfng giai \u0111o\u1ea1n m\u1edbi:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#Da_dang_kenh_ban_hang_giup_thuc_day_doanh_thu_va_tiet_giam_chi_phi\" title=\"\u0110a d\u1ea1ng k\u00eanh b\u00e1n h\u00e0ng gi\u00fap th\u00fac \u0111\u1ea9y doanh thu v\u00e0 ti\u1ebft gi\u1ea3m chi ph\u00ed:\">\u0110a d\u1ea1ng k\u00eanh b\u00e1n h\u00e0ng gi\u00fap th\u00fac \u0111\u1ea9y doanh thu v\u00e0 ti\u1ebft gi\u1ea3m chi ph\u00ed:<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#4_BSR\" title=\"4. BSR\">4. BSR<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/infina.vn\/blog\/mot-chut-nhan-dinh-tuan-moi-cho-anh-em-infina\/#5_PNJ\" title=\"5. PNJ\">5. PNJ<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Dau_tu_ngan_han_Khong_uu_tien_nam_giu_lau_dai\"><\/span>\u0110\u1ea7u t\u01b0 ng\u1eafn h\u1ea1n (Kh\u00f4ng \u01b0u ti\u00ean n\u1eafm gi\u1eef l\u00e2u d\u00e0i):<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Ng\u00e0nh CK: HCM, VCI, VND, APS<\/li>\n<li>Ng\u00e0nh NH: VIB, BID, STB<\/li>\n<li>Ng\u00e0nh B\u0110S_X\u1eady d\u1ef1ng: KBC, CII, DXG, HBC, FCN<\/li>\n<li>Nh\u00f3m C\u1ea3ng bi\u1ec3n: GMD, VOS<\/li>\n<li>Nh\u00f3m th\u00e9p: NKG, HSG<\/li>\n<li>CP ri\u00eang l\u1ebb: APH, ABS<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"1_HCM\"><\/span><strong>1. HCM<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>CP leader d\u00f2ng CK trong giai \u0111o\u1ea1n h\u1ed3i ph\u1ee5c, l\u1ef1c c\u1ea7u h\u1ea5p th\u1ee5 r\u1ea5t t\u1ed1t \u1edf v\u00f9ng gi\u00e1 th\u1ea5p trong th\u1eddi gian g\u1ea7n \u0111\u00e2y. MACD t\u1ea1o 2 \u0111\u00e1y v\u00e0 c\u00f3 xu h\u01b0\u1edbng c\u1eaft l\u00ean tr\u00ean 0.<\/p>\n<p>V\u1ec1 xung l\u1ef1c c\u1ee7a CP th\u00ec ADX \u0111ang c\u00f3 xu h\u01b0\u1edbng \u0111i c\u00f9ng v\u1edbi DI+, d\u1ef1 b\u00e1o cho m\u1ed9t xu h\u01b0\u1edbng t\u0103ng trong ng\u1eafn h\u1ea1n<\/p>\n<p>V\u00f9ng mua quanh 21, target ng\u1eafn h\u1ea1n quanh \u0111\u1ec9nh c\u0169 quanh 24. Tu\u00e2n th\u1ee7 nguy\u00ean t\u1eafc cutloss khi mua sai.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_BID\"><\/span><strong>2. BID<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>M\u1ed9t trong nh\u1eefng CP c\u00f3 s\u1ee9c m\u1ea1nh gi\u00e1 t\u1ed1t nh\u1ea5t ng\u00e0nh ng\u00e2n h\u00e0ng. Xu\u1ea5t hi\u1ec7n c\u1ea7u \u1edf nh\u1eefng v\u00f9ng gi\u00e1 th\u1ea5p. R\u00fat ch\u00e2n t\u1ed1t t\u1eeb h\u1ed7 tr\u1ee3 MA20.<\/p>\n<p>Tuy nhi\u00ean l\u1ef1c b\u00e1n \u1edf tr\u00ean c\u0169ng l\u1edbn. C\u00e2n nh\u1eafc mua n\u1ebfu v\u01b0\u1ee3t 36 v\u1edbi vol l\u1edbn. Ng\u1eafn h\u1ea1n v\u1ec1 \u0111\u1ec9nh c\u0169 quanh 38. Tu\u00e2n th\u1ee7 nguy\u00ean t\u1eafc cutloss khi mua sai.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_DXG\"><\/span><strong>3. DXG<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/cafefcdn.com\/thumb_w\/650\/203337114487263232\/2022\/2\/9\/photo1644378513690-164437851378857839524.jpg\" alt=\"\u0110\u1ea5t Xanh (DXG) l\u00e3i sau thu\u1ebf g\u1ea7n 1.600 t\u1ef7 \u0111\u1ed3ng n\u0103m 2021, trong khi c\u00f9ng k\u1ef3\" title=\"\"><\/p>\n<p>D\u00f2ng ti\u1ec1n b\u1eaft \u0111\u00e1y xu\u1ea5t hi\u1ec7n \u1edf v\u00f9ng gi\u00e1 th\u1ea5p. Thanh kho\u1ea3n trong phi\u00ean nhi\u1ec1u b\u1ea5t th\u01b0\u1eddng.<br \/>\nTham kh\u1ea3o quanh 19+-, target ng\u1eafn h\u1ea1n quanh 24+-. Tu\u00e2n th\u1ee7 nguy\u00ean t\u1eaft cutloss khi mua sai<\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_VOS\"><\/span><strong>4. VOS<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Ho\u00e0n th\u00e0nh m\u1eabu h\u00ecnh vai \u0111\u1ea7u vai v\u00e0 test l\u1ea1i v\u00f9ng \u0111\u1ec9nh c\u0169. Cp c\u00f3 xu h\u01b0\u1edbng v\u01b0\u1ee3t m\u00e2y. CP c\u00f3 s\u1ee9c m\u1ea1nh gi\u00e1 t\u1ed1t nh\u1ea5t ng\u00e0nh c\u1ea3ng bi\u1ec3n. MACD h\u00ecnh th\u00e0nh 2 \u0111\u00e1y v\u00e0 c\u1eaft tr\u00ean 0.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_NKG\"><\/span><strong>5. NKG<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>M\u00f4 h\u00ecnh n\u1ebfn \u0111\u1ea3o chi\u1ec1u t\u0103ng t\u1eeb v\u00f9ng h\u1ed7 tr\u1ee3 c\u0169ng nh\u01b0 band d\u01b0\u1edbi Bollinger, RSI, MACD ph\u00e2n k\u1ef3 d\u01b0\u01a1ng. Gi\u00e1 n\u1eb1m tr\u00ean EMA8 v\u00e0 vol t\u0103ng.<\/p>\n<p>Ch\u00fa \u00fd nh\u00f3m n\u00e0y mua b\u00e1n trong ng\u1eafn h\u1ea1n, T3, T5 \u0111\u1ec1u ph\u1ea3i b\u00e1n, kh\u00f4ng quan t\u00e2m \u0111\u1ebfn y\u1ebfu t\u1ed1 c\u01a1 b\u1ea3n DN.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Dau_tu_trung_va_dai_han_Q3\"><\/span>\u0110\u1ea7u t\u01b0 trung v\u00e0 d\u00e0i h\u1ea1n (Q3):<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Nh\u00f3m D\u1ec7t May: TNG<\/li>\n<li>Nh\u00f3m b\u1ea3o hi\u1ec3m: MIG<\/li>\n<li>Nh\u00f3m b\u00e1n l\u1ebb: PNJ<\/li>\n<li>Nh\u00f3m d\u1ea7u kh\u00ed: BSR, GAS<\/li>\n<li>Nh\u00f3m \u0111i\u1ec7n: HDG, VSH<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"1_HDG\"><\/span><strong>1. HDG<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>K\u1ebf ho\u1ea1ch l\u1ee3i nhu\u1eadn t\u0103ng tr\u01b0\u1edfng kh\u1ea3 quan. C\u00f4ng ty \u0111\u00e3 c\u00f4ng b\u1ed1 k\u1ebf ho\u1ea1ch kinh doanh 5 n\u0103m v\u1edbi m\u1ee5c ti\u00eau LNST t\u0103ng 22%-27% m\u1ed7i n\u0103m trong giai \u0111o\u1ea1n 2023-2025, d\u1ef1a tr\u00ean qu\u1ef9 \u0111\u1ea5t hi\u1ec7n t\u1ea1i, 8 d\u1ef1 \u00e1n \u0111i\u1ec7n hi\u1ec7n h\u1eefu v\u00e0 4 d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 m\u1edbi. C\u00f4ng ty \u0111\u1eb7t m\u1ee5c ti\u00eau ph\u00e1t tri\u1ec3n \u00edt nh\u1ea5t 5 d\u1ef1 \u00e1n B\u0110S v\u00e0 n\u0103ng l\u01b0\u1ee3ng v\u00e0o n\u0103m 2022.<\/p>\n<p>K\u1ebf ho\u1ea1ch t\u0103ng tr\u01b0\u1edfng qu\u1ef9 \u0111\u1ea5t tham v\u1ecdng. HDG t\u1eadp trung qu\u1ef9 \u0111\u1ea5t ph\u00eda T\u00e2y H\u00e0 N\u1ed9i (L\u00e1ng H\u00f2a L\u1ea1c, H\u00f2a B\u00ecnh, c\u00e1c qu\u1eadn m\u1edbi n\u1eb1m trong \u0111\u01b0\u1eddng V\u00e0nh \u0111ai 4), ph\u00e1t tri\u1ec3n m\u1edbi th\u00eam 200 ha \u0111\u1ebfn 400 ha t\u1ea1i c\u00e1c t\u1ec9nh c\u00f3 ti\u1ec1m n\u0103ng trong n\u0103m 2022. Nh\u1eefng d\u1ef1 \u00e1n n\u00e0y c\u00f3 th\u1ec3 gi\u00fap t\u0103ng g\u1ea5p 4 l\u1ea7n qu\u1ef9 \u0111\u1ea5t c\u1ee7a HDG l\u00ean 450 ha trong v\u00f2ng 5 n\u0103m t\u1edbi.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/photo-cms-tinnhanhchungkhoan.zadn.vn\/w660\/Uploaded\/2022\/lcgjikao\/2020_06_01\/10_sumi.jpg\" alt=\"T\u1eadp \u0111o\u00e0n H\u00e0 \u0110\u00f4 (HDG) ch\u1ed1t quy\u1ec1n c\u1ed5 t\u1ee9c 30%\" title=\"\"><\/p>\n<p>\u0110\u1ed9ng l\u1ef1c ph\u00e1t tri\u1ec3n trong trung d\u00e0i h\u1ea1n c\u1ee7a HDG ch\u00ednh l\u00e0 m\u1ea3ng N\u0103ng l\u01b0\u1ee3ng. \u0110\u1ebfn cu\u1ed1i 2021, \u0111\u00e3 c\u00f3 8 nh\u00e0 m\u00e1y \u0111i v\u00e0o v\u1eadn h\u00e0nh v\u1edbi t\u1ed5ng c\u00f4ng su\u1ea5t 462 MW, trong \u0111\u00f3 c\u00f3 1 nh\u00e0 m\u00e1y \u0111i\u1ec7n gi\u00f3 (7A). HDG \u0111ang ch\u1edd ph\u00ea duy\u1ec7t Quy ho\u1ea1ch Ph\u00e1t tri\u1ec3n \u0110i\u1ec7n l\u1ef1c Vi\u1ec7t Nam (PDP) VIII \u0111\u1ec3 tri\u1ec3n khai k\u1ebf ho\u1ea1ch n\u00e2ng c\u00f4ng su\u1ea5t \u0111i\u1ec7n l\u00ean g\u1ea5p \u0111\u00f4i. HDG c\u0169ng t\u1ef1 tin r\u1eb1ng d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 l\u1edbn An Phong 300 MW c\u1ee7a c\u00f4ng ty s\u1ebd \u0111\u01b0\u1ee3c \u0111\u01b0a v\u00e0o PDP VIII.<\/p>\n<p>T\u00ecnh h\u00ecnh t\u00e0i ch\u00ednh: \u0110\u1ebfn h\u1ebft Q1\/2022, HDG ghi nh\u1eadn doanh thu thu\u1ea7n \u0111\u1ea1t 684 t\u1ef7 VND, gi\u1ea3m g\u1ea7n 50% so v\u1edbi c\u00f9ng k\u1ef3. Ch\u1ee7 y\u1ebfu l\u00e0 do doanh thu kinh doanh B\u0110S gi\u1ea3m m\u1ea1nh t\u1eeb h\u01a1n 932 t\u1ef7 \u0111\u1ed3ng v\u1ec1 g\u1ea7n 127 t\u1ef7 \u0111\u1ed3ng. B\u00ean c\u1ea1nh \u0111\u00f3, doanh thu x\u00e2y l\u1eafp c\u0169ng gi\u1ea3m t\u1eeb g\u1ea7n 77 t\u1ef7 \u0111\u1ed3ng v\u1ec1 974 tri\u1ec7u \u0111\u1ed3ng. \u1ede chi\u1ec1u ng\u01b0\u1ee3c l\u1ea1i, doanh thu t\u1eeb th\u1ee7y \u0111i\u1ec7n v\u00e0 \u0111i\u1ec7n m\u1eb7t tr\u1eddi, \u0111i\u1ec7n gi\u00f3 t\u0103ng 98% l\u00ean 478 t\u1ef7 \u0111\u1ed3ng. Bi\u00ean l\u00e3i g\u1ed9p qu\u00fd n\u00e0y c\u1ee7a H\u00e0 \u0110\u00f4 c\u00f3 s\u1ef1 c\u1ea3i thi\u1ec7n, t\u0103ng t\u1eeb 46,6 % l\u00ean 67,9%.<\/p>\n<p>LNST qu\u00fd I c\u1ee7a H\u00e0 \u0110\u00f4 \u0111\u1ea1t g\u1ea7n 296 t\u1ef7 \u0111\u1ed3ng, gi\u1ea3m 26% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. Trong \u0111\u00f3, LNST c\u1ee7a c\u1ed5 \u0111\u00f4ng c\u00f4ng ty m\u1eb9 h\u01a1n 244 t\u1ef7 \u0111\u1ed3ng, gi\u1ea3m 24% so v\u1edbi c\u00f9ng k\u1ef3.<\/p>\n<p>N\u0103m 2022, H\u00e0 \u0110\u00f4 \u0111\u1eb7t m\u1ee5c ti\u00eau doanh thu thu\u1ea7n 3.703 t\u1ef7 \u0111\u1ed3ng, l\u1ee3i nhu\u1eadn sau thu\u1ebf 1.344 t\u1ef7 \u0111\u1ed3ng. Nh\u01b0 v\u1eady, sau qu\u00fd I, c\u00f4ng ty \u0111\u00e3 th\u1ef1c hi\u1ec7n \u0111\u01b0\u1ee3c 18% k\u1ebft ho\u1ea1ch doanh thu v\u00e0 22% k\u1ebf ho\u1ea1ch l\u1ee3i nhu\u1eadn c\u1ea3 n\u0103m.<\/p>\n<p>\u0110\u1eb7c bi\u1ec7t n\u1ec1n LN Q2.2021 \u1edf m\u1ee9c r\u1ea5t th\u1ea5p n\u00ean k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng Q2 n\u0103m nay c\u00f3 th\u1ec3 s\u1ebd c\u00f3 3 con s\u1ed1, v\u1edbi vi\u1ec7c c\u00e1c d\u1ef1 \u00e1n B\u0110S ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c m\u1edf b\u00e1n trong Q1 v\u00e0 Q2. \u0110\u1ed3ng th\u1eddi c\u00e1c D\u1ef1 \u00e1n \u0111i\u1ec7n m\u1eb7t tr\u1eddi v\u00e0 th\u1ee7y \u0111i\u1ec7n \u0111\u00e3 \u0111\u01b0a v\u00e0o khai th\u00e1c t\u1eeb Q4.2021.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_TNG\"><\/span><strong>2. TNG<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>TNG \u0111ang l\u00e0m m\u1ed9t trong nh\u1eefng c\u00f4ng ty h\u01b0\u1edfng l\u1ee3i v\u1ec1 m\u1eb7t xu\u1ea5t kh\u1ea9u c\u0169ng nh\u01b0 l\u00e0 ph\u00e1t tri\u1ec3n \u1edf m\u1ed9t s\u1ed1 nh\u00f3m ng\u00e0nh nh\u01b0 b\u1ea5t \u0111\u1ed9ng s\u1ea3n, \u0111\u1ea7u t\u01b0 n\u0103ng l\u01b0\u01a1ng. Trong n\u0103m 2022, v\u1edbi m\u1ed9t s\u1ed1 d\u1ef1 \u00e1n c\u0169ng nh\u01b0 l\u00e0 b\u1eaft \u0111\u1ea7u \u00e1p d\u1ee5ng m\u1ed9t s\u1ed1 nh\u00e0 m\u00e1y \u0111i\u1ec7n n\u0103ng l\u01b0\u1ee3ng, c\u00e1c d\u1ef1 \u00e1n b\u1ea5t \u0111\u1ed9ng s\u1ea3n ti\u1ec1m n\u0103ng th\u00ec c\u00f3 th\u1ec3 s\u1ebd th\u00fac \u0111\u1ea9y \u0111\u01b0\u1ee3c doanh s\u1ed1 v\u00e0 c\u0169ng nh\u01b0 t\u1ed1i \u01b0u l\u1ee3i nhu\u1eadn cho TNG.<\/p>\n<p>V\u0129 m\u00f4: Vi\u1ec7t Nam l\u00e0 m\u1ed9t trong nh\u1eefng n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u ti\u1ec1m n\u0103ng sang M\u1ef9 trong b\u1ed1i c\u1ea3nh v\u00e0 sang ch\u00e2u \u00e2u do c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9 &#8211; Trung ch\u01b0a h\u1ea1 nhi\u1ec7t v\u00e0 hi\u1ec7p \u0111\u1ecbnh EVFTA \u0111\u01b0\u1ee3c k\u00ed k\u1ebft th\u00e0nh c\u00f4ng.<\/p>\n<p>Xu\u1ea5t kh\u1ea9u may m\u1eb7c sang th\u1ecb tr\u01b0\u1eddng M\u1ef9 ph\u1ee5c h\u1ed3i v\u00e0 M\u1ef9 l\u00e0 th\u1ecb tr\u01b0\u1eddng l\u1edbn c\u1ee7a xu\u1ea5t kh\u1ea9u may m\u1eb7c Vi\u1ec7t Nam khi th\u1ecb tr\u01b0\u1eddng n\u00e0y th\u01b0\u1eddng chi\u1ebfm h\u01a1n 40% gi\u00e1 tr\u1ecb xu\u1ea5t kh\u1ea9u h\u00e0ng may m\u1eb7c c\u1ee7a Vi\u1ec7t Nam n\u00f3i chung. \u0110\u1ed1i v\u1edbi TNG, c\u00e1c \u0111\u1ed1i t\u00e1c t\u1eeb M\u1ef9 th\u01b0\u1eddng chi\u1ebfm t\u1eeb 36-40% t\u1ef7 tr\u1ecdng c\u00e1c kho\u1ea3n ph\u1ea3i thu ng\u1eafn h\u1ea1n. S\u1ed1 l\u01b0\u1ee3ng \u0111\u01a1n ha\u0300ng c\u1ee7a TNG \u0111\u00e3 l\u1ea5p \u0111\u1ea7y \u0111\u1ebfn h\u1ebft Qu\u00fd 3\/2022.<\/p>\n<p>Nh\u1eefng \u0111\u01a1n ha\u0300ng \u0111\u1ebfn t\u1eeb c\u00e1c \u0111\u1ed1i t\u00e1c l\u00e2u n\u0103m nh\u01b0 Decathlon, ANF, TCP, Nike, Adidas,\u2026v\u1eabn t\u0103ng tr\u01b0\u1edfng \u0111\u1ec1u \u0111\u1eb7n. \u0110\u1ea1i di\u1ec7n c\u00f4ng ty cho bi\u1ebft h\u1ea7u h\u1ebft c\u00e1c kh\u00e1ch ha\u0300ng \u0111\u1ec1u c\u00f3 nhu c\u1ea7u t\u0103ng \u0111\u01a1n ha\u0300ng \u0111\u1ed1i v\u1edbi TNG, do \u0111\u00f3, TNG hi\u1ec7n \u0111ang ti\u1ebfn h\u00e0nh m\u1edf r\u1ed9ng d\u00e2y chuy\u1ec1n \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u (t\u1eadp trung ph\u1ee5c v\u1ee5 cho nhu c\u1ea7u t\u0103ng l\u00ean c\u1ee7a Decathlon va\u0300 Columbia Sportwears). \u0110\u00e1ng ch\u00fa \u00fd, TNG cho bi\u1ebft \u0111\u01a1n gi\u00e1 ha\u0300ng hi\u1ec7n \u0111\u00e3 t\u0103ng 5- 10% trong b\u1ed1i c\u1ea3nh nhu c\u1ea7u \u0111\u1eb7t h\u00e0ng kh\u1ea3 quan.<\/p>\n<p>Trong \u0111\u00f3 Decathlon mang l\u1ea1i ngu\u1ed3n doanh thu l\u1edbn nh\u1ea5t, chi\u1ebfm 29.31%. \u0110\u01a1n ha\u0300ng t\u1eeb Decathlon \u0111\u00e3 k\u00ed cho 2022 \u0111\u1ea1t 81.82 tri\u1ec7u USD, t\u0103ng 21.7% so v\u1edbi 2021 \u0111\u1ea1t 67.2 tri\u1ec7u USD.<br \/>\nT\u00ecnh h\u00ecnh t\u00e0i ch\u00ednh:<\/p>\n<p>C\u1ee5 th\u1ec3, trong th\u00e1ng 4, doanh thu c\u1ee7a TNG \u0111\u1ea1t 551,2 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 52% so v\u1edbi th\u00e1ng 4\/2021.<\/p>\n<p>L\u0169y k\u1ebf 4 th\u00e1ng \u0111\u1ea7u n\u0103m 2022, TNG ghi nh\u1eadn doanh thu \u0111\u1ea1t 1.809,5 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 42% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m 2021. Trong \u0111\u00f3, doanh thu xu\u1ea5t kh\u1ea9u chi\u1ebfm 98,12% v\u00e0 doanh thu n\u1ed9i \u0111\u1ecba chi\u1ebfm 1,88%.<\/p>\n<p>X\u00e9t theo th\u1ecb tr\u01b0\u1eddng, M\u1ef9 v\u1eabn l\u00e0 th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u tr\u1ecdng y\u1ebfu v\u1edbi 55,23%, ti\u1ebfp theo l\u00e0 EU v\u1edbi 40,32%, Nga v\u1edbi 3,15%, c\u00f2n l\u1ea1i l\u00e0 \u0111\u1ebfn t\u1eeb c\u00e1c th\u1ecb tr\u01b0\u1eddng kh\u00e1c. N\u0103m 2022, C\u00f4ng ty \u0111\u00e3 th\u00f4ng qua k\u1ebf ho\u1ea1ch doanh thu \u0111\u1ea1t 6.000 t\u1ef7 \u0111\u1ed3ng. Nh\u01b0 v\u1eady, v\u1edbi k\u1ebft qu\u1ea3 tr\u00ean, 4 th\u00e1ng, TNG \u0111\u00e3 ho\u00e0n th\u00e0nh h\u01a1n 30% k\u1ebf ho\u1ea1ch doanh thu c\u1ea3 n\u0103m.<\/p>\n<p>L\u1ee3i th\u1ebf c\u1ea1nh tranh: TNG n\u1eb1m trong top 10 doanh nghi\u1ec7p ti\u00eau bi\u1ec3u to\u00e0n di\u1ec7n c\u1ee7a ng\u00e0nh May Vi\u1ec7t Nam. \u0110ang chi\u1ebfm nh\u1eefng l\u1ee3i th\u1ebf l\u1edbn trong to\u00e0n ng\u00e0nh, s\u1edf h\u1eefu c\u00e1c h\u1ee3p \u0111\u1ed3ng gia c\u00f4ng qu\u1ed1c t\u1ebf cho c\u00e1c nh\u00e3n hi\u1ec7u n\u1ed5i ti\u1ebfng nh\u01b0 Adidas, Nike, Zara, Decathlon \u2026 h\u01b0\u1edbng \u0111\u1ebfn b\u00e1n h\u00e0ng tr\u1ef1c ti\u1ebfp cho c\u00e1c nh\u00e0 b\u00e1n l\u1ebb ha\u0300ng \u0111\u1ea7u th\u1ebf gi\u1edbi nh\u1eb1m gia t\u0103ng l\u1ee3i nhu\u1eadn.<\/p>\n<p>Thi\u1ebft l\u1eadp quan h\u1ec7 \u0111\u1ed1i t\u00e1c l\u00e2u d\u00e0i v\u1edbi c\u00e1c nh\u00e3n hi\u1ec7u n\u1ed5i ti\u1ebfng, gia t\u0103ng n\u0103ng l\u1ef1c c\u1ea1nh tranh, m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u. Doanh nghi\u1ec7p thu\u1ed9c top c\u00e1c doanh nghi\u1ec7p c\u00f3 doanh thu xu\u1ea5t kh\u1ea9u d\u1ec7t may l\u1edbn nh\u1ea5t tr\u00ean s\u00e0n ch\u1ee9ng kho\u00e1n, \u0111\u1ee9ng c\u00f9ng v\u1edbi MSH v\u00e0 VGG.<\/p>\n<p>TNG c\u0169ng \u0111ang ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng c\u00e1c nh\u00e0 m\u00e1y nh\u01b0 nh\u00e0 m\u00e1y ph\u1ee5 tr\u1ee3 TNG s\u00f4ng C\u00f4ng gi\u00fap t\u0103ng kh\u1ea3 n\u0103ng t\u1ef1 cung c\u1ea5p \u0111\u1ea7u v\u00e0o (B\u00f4ng) \u0111\u1ec3 gi\u1ea3m t\u1ec9 l\u1ec7 ph\u1ea3i nh\u1eadp kh\u1ea9u, ph\u1ee5 thu\u1ed9c nguy\u00ean li\u1ec7u t\u1eeb Trung Qu\u1ed1c.<\/p>\n<p>C\u00e1c nh\u00e0 m\u00e1y m\u1edbi nh\u01b0 V\u00f5 Nhai, \u0110\u1ed3ng H\u1ef7, trong n\u0103m 2023 TNG v\u1eabn s\u1ebd ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng quy m\u00f4 s\u1ea3n xu\u1ea5t v\u1edbi c\u00e1c x\u01b0\u1edfng m\u1edbi nh\u01b0 \u0110\u1ed3ng H\u1ef7 2, \u0110\u1ea1i T\u1eeb 2 (quy m\u00f4 42 chuy\u1ec1n may v\u1edbi 2 nh\u00e0 m\u00e1y).<\/p>\n<p>=&gt; \u0110\u1ed9ng l\u1ef1c gi\u00fap TNG t\u0103ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t v\u00e0 gia t\u0103ng s\u1ea3n l\u01b0\u1ee3ng khi c\u00f3 \u0111\u01a1n h\u00e0ng, gi\u00fap t\u0103ng tr\u01b0\u1edfng m\u1ea1nh k\u1ebft qu\u1ea3 kinh doanh.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_MIG\"><\/span><strong>3. MIG<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>V\u0129 m\u00f4: M\u1ed9t trong nh\u1eefng c\u00f4ng ty b\u1ea3o hi\u1ec3m phi nh\u00e2n th\u1ecd c\u00f3 t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng l\u1edbn nh\u1ea5t tr\u00ean th\u1ecb tr\u01b0\u1eddng<\/p>\n<p>\u2022 Chi ti\u00eau cho b\u1ea3o hi\u1ec3m phi nh\u00e2n th\u1ecd \u1edf Vi\u1ec7t Nam l\u00e0 21$\/ng\u01b0\u1eddi so v\u1edbi 70$\/ng\u01b0\u1eddi \u1edf c\u00e1c th\u1ecb tr\u01b0\u1eddng m\u1edbi n\u1ed5i.<\/p>\n<p>\u2022 T\u1ef7 l\u1ec7 th\u00e2m nh\u1eadp b\u1ea3o hi\u1ec3m phi nh\u00e2n th\u1ecd \u1edf Vi\u1ec7t Nam l\u00e0 0.85% so v\u1edbi 2.1% \u1edf khu v\u1ef1c ch\u00e2u \u00c1, Th\u00e1i B\u00ecnh D\u01b0\u01a1ng.<\/p>\n<p>=&gt; Nh\u00ecn chung th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam v\u1eabn c\u00f2n r\u1ea5t l\u00e0 ti\u1ec1m n\u0103ng. \u0110\u00e2y l\u00e0 c\u01a1 h\u1ed9i l\u1edbn \u0111\u1ec3 MIG khai th\u00e1c v\u00e0 ph\u00e1t tri\u1ec3n h\u01a1n n\u1eefa \u1edf th\u1ecb tr\u01b0\u1eddng trong n\u01b0\u1edbc \u00f0 V\u1ec1 m\u1eb7t ng\u00e0nh BHPNT, ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng trong t\u01b0\u01a1ng lai l\u00e0 t\u01b0\u01a1ng \u0111\u1ed1i t\u1ed1t.<\/p>\n<p>\u2022 T\u1ed5ng doanh thu ph\u00ed b\u1ea3o hi\u1ec3m to\u00e0n th\u1ecb tr\u01b0\u1eddng \u0111\u1ea1t 217,000 t\u1ef7 \u0111\u1ed3ng (t\u0103ng tr\u01b0\u1eddng 16.71%). Trong \u0111\u00f3 doanh thu ph\u00ed b\u1ea3o hi\u1ec3m phi nh\u00e2n th\u1ecd \u0111\u1ea1t 57,880 t\u1ef7 \u0111\u1ed3ng.<\/p>\n<p>=&gt;Th\u1ecb tr\u01b0\u1eddng b\u1ea3o hi\u1ec3m phi nh\u00e2n th\u1ecd v\u1eabn c\u00f2n b\u00e9 h\u01a1n th\u1ecb tr\u01b0\u1eddng BHNT.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Tinh_hinh_tai_chinh\"><\/span><strong>T\u00ecnh h\u00ecnh t\u00e0i ch\u00ednh:<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><strong>T\u0103ng tr\u01b0\u1edfng Q1 \u1ea5n t\u01b0\u1ee3ng nh\u1edd nghi\u1ec7p v\u1ee5 b\u1ea3o hi\u1ec3m s\u1ee9c kh\u1ecfe:<\/strong><\/p>\n<p>Theo k\u1ebft qu\u1ea3 b\u00e1o c\u00e1o t\u00e0i ch\u00ednh qu\u00fd 1\/2022 B\u1ea3o hi\u1ec3m Qu\u00e2n \u0111\u1ed9i ghi nh\u1eadn t\u1ed5ng doanh thu b\u1ea3o hi\u1ec3m g\u1ed1c h\u01a1n 1.247 t\u1ef7 \u0111\u1ed3ng (+40% yoy), g\u1ea5p 5 l\u1ea7n so v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng c\u1ee7a ng\u00e0nh. Trong \u0111\u00f3, nghi\u1ec7p v\u1ee5 b\u1ea3o hi\u1ec3m con ng\u01b0\u1eddi \u0111\u00f3ng g\u00f3p l\u1edbn nh\u1ea5t v\u00e0o t\u0103ng tr\u01b0\u1edfng doanh thu, v\u1edbi 459,7 t\u1ef7 VN\u0110 (+214% yoy). \u0110\u1ea1t \u0111\u01b0\u1ee3c k\u1ebft qu\u1ea3 n\u00e0y l\u00e0 do c\u00f4ng ty \u0111\u00e3 t\u1eadp trung \u0111\u1ea9y m\u1ea1nh khai th\u00e1c qua k\u00eanh Bancas (chi\u1ebfm 25% t\u1ed5ng doanh thu trong qu\u00fd).<\/p>\n<h4><span class=\"ez-toc-section\" id=\"La_don_vi_tien_phong_phat_trien_cong_nghe_so_dap_ung_cho_yeu_cau_tang_truong_giai_doan_moi\"><\/span><strong>L\u00e0 \u0111\u01a1n v\u1ecb ti\u00ean phong ph\u00e1t tri\u1ec3n c\u00f4ng ngh\u1ec7 s\u1ed1 \u0111\u00e1p \u1ee9ng cho y\u00eau c\u1ea7u t\u0103ng tr\u01b0\u1edfng giai \u0111o\u1ea1n m\u1edbi:<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>D\u1ecbch b\u1ec7nh b\u00f9ng ph\u00e1t \u0111\u00e3 l\u00e0m thay \u0111\u1ed5i th\u00f3i quen c\u1ee7a kh\u00e1ch h\u00e0ng, \u01b0u ti\u00ean c\u00e1c k\u00eanh online \u0111\u1ec3 h\u1ea1n ch\u1ebf ti\u1ebfp x\u00fac. Theo quan s\u00e1t c\u1ee7a ch\u00fang t\u00f4i, MIG l\u00e0 doanh nghi\u1ec7p c\u00f3 s\u1ef1 thay \u0111\u1ed5i quy\u1ebft li\u1ec7t nh\u1ea5t v\u1ec1 h\u1ec7 th\u1ed1ng Core b\u1ea3o hi\u1ec3m, \u00e1p d\u1ee5ng nhi\u1ec1u bi\u1ec7n ph\u00e1p \u0111\u1ec3 t\u1ed1i \u0111a h\u00f3a tr\u1ea3i nghi\u1ec7m c\u1ee7a kh\u00e1ch h\u00e0ng nh\u01b0 mua b\u1ea3o hi\u1ec3m trong v\u00f2ng 1 ph\u00fat, nh\u1eadn ph\u01b0\u01a1ng \u00e1n b\u1ed3i th\u01b0\u1eddng ch\u1ec9 sau 5 ph\u00fat.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Da_dang_kenh_ban_hang_giup_thuc_day_doanh_thu_va_tiet_giam_chi_phi\"><\/span><strong>\u0110a d\u1ea1ng k\u00eanh b\u00e1n h\u00e0ng gi\u00fap th\u00fac \u0111\u1ea9y doanh thu v\u00e0 ti\u1ebft gi\u1ea3m chi ph\u00ed:<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>N\u0103m 2020 l\u00e0 n\u0103m m\u00e0 MIG b\u1eaft \u0111\u1ea7u chuy\u1ec3n d\u1ecbch qua k\u00eanh b\u1ea3o hi\u1ec3m s\u1ed1 v\u00e0 \u0111\u1ea9y m\u1ea1nh k\u00eanh Bancasurance, kh\u00f4ng ch\u1ec9 th\u00f4ng qua MBB m\u00e0 c\u00f2n h\u1ee3p t\u00e1c v\u1edbi h\u01a1n 10 ng\u00e2n h\u00e0ng kh\u00e1c tr\u00ean th\u1ecb tr\u01b0\u1eddng. Nh\u1edd \u0111\u00f3, doanh thu qua k\u00eanh Bancas \u0111\u00e3 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd, chi\u1ebfm 25% t\u1ed5ng doanh thu Q1\/2022.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_BSR\"><\/span><strong>4. BSR<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/petrovietnam.petrotimes.vn\/stores\/news_dataimages\/administrator\/012022\/20\/14\/co-phieu-bsr-tiep-tuc-but-pha.jpg?rt=20220120145538\" alt=\"C\u1ed5 phi\u1ebfu BSR ti\u1ebfp t\u1ee5c b\u1ee9t ph\u00e1\" title=\"\"><\/p>\n<p>Doanh thu thu\u1ea7n qu\u00fd 1 \u0111\u1ea1t 34,783 t\u1ef7 \u0111\u1ed3ng (+65,3% YoY) v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 2,312 t\u1ef7 \u0111\u1ed3ng (+25,1% YoY): 1) bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p gi\u1ea3m m\u1ea1nh t\u1eeb 9,7% trong qu\u00fd 1\/2021 xu\u1ed1ng m\u1ee9c 7,5% trong c\u00f9ng k\u1ef3 n\u0103m nay; 2) chi ph\u00ed l\u00e3i vay gi\u1ea3m nh\u1eb9 4,6% c\u00f9ng k\u1ef3; 3) Doanh thu t\u00e0i ch\u00ednh t\u0103ng m\u1ea1nh do ch\u00eanh l\u1ec7ch t\u1ef7 gi\u00e1 \u0111\u00e1nh gi\u00e1 l\u1ea1i \u0111\u1ea1t m\u1ee9c 117 t\u1ef7 \u0111\u1ed3ng; 4) Qu\u00fd 1, BSR duy tr\u00ec ho\u1ea1t \u0111\u1ed9ng v\u01b0\u1ee3t c\u00f4ng su\u1ea5t thi\u1ebft k\u1ebf.<\/p>\n<p>Trong 5 th\u00e1ng \u0111\u1ea7u n\u0103m, doanh nghi\u1ec7p c\u00f3 s\u1ea3n l\u01b0\u1ee3ng s\u1ea3n xu\u1ea5t v\u00e0 ti\u00eau th\u1ee5 l\u1ea7n l\u01b0\u1ee3t \u0111\u1ea1t 2,84 tri\u1ec7u t\u1ea5n v\u00e0 2,75 tri\u1ec7u t\u1ea5n, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng v\u1edbi vi\u1ec7c ho\u00e0n th\u00e0nh 44% v\u00e0 42% k\u1ebf ho\u1ea1ch c\u1ea3 n\u0103m nay do c\u00f4ng ty \u0111\u1ec1 ra.<\/p>\n<p>Nh\u00e0 m\u00e1y l\u1ecdc d\u1ea7u Nghi S\u01a1n d\u1eebng ho\u1ea1t \u0111\u1ed9ng \u0111\u00e3 khi\u1ebfn cho BSR li\u00ean t\u1ee5c \u0111\u1ea9y c\u00f4ng su\u1ea5t ho\u1ea1t \u0111\u1ed9ng nh\u00e0 m\u00e1y l\u00ean m\u1ee9c t\u1ed1i \u0111a nh\u1eb1m \u0111\u00e1p \u1ee9ng v\u00e0 cung c\u1ea5p s\u1ea3n ph\u1ea9m ra cho th\u1ecb tr\u01b0\u1eddng trong n\u01b0\u1edbc. \u0110\u00e2y c\u0169ng l\u00e0 m\u1ed9t l\u1ee3i th\u1ebf m\u00e0 ch\u00fang t\u00f4i \u0111\u00e1nh gi\u00e1 gi\u00fap cho doanh thu c\u1ee7a BSR ti\u1ebfp t\u1ee5c b\u00f9ng n\u1ed5 v\u00e0 duy tr\u00ec \u1edf m\u1ee9c cao trong n\u0103m 2022.<\/p>\n<p>B\u00ean c\u1ea1nh \u0111\u00f3, t\u00ecnh h\u00ecnh chi\u1ebfn s\u1ef1 c\u0103ng th\u1eb3ng v\u00e0 v\u1eabn ch\u01b0a c\u00f3 h\u1ed3i k\u1ebft c\u1ee7a Nga v\u00e0 Ukraine \u0111\u00e3 khi\u1ebfn cho gi\u00e1 d\u1ea7u th\u1ebf gi\u1edbi li\u00ean t\u1ee5c \u0111\u1ea9y l\u00ean nh\u1eefng v\u00f9ng gi\u00e1 cao. V\u00e0 \u0111\u00e2y c\u0169ng l\u00e0 m\u1ed9t \u0111i\u1ec3m c\u1ed9ng t\u00edch c\u1ef1c \u0111\u1ebfn doanh thu c\u1ee7a BSR trong n\u0103m 2022.<\/p>\n<p>D\u1ef1 ph\u00f3ng doanh thu thu\u1ea7n n\u0103m 2022 BSR \u0111\u1ea1t 151,620 t\u1ef7 \u0111\u1ed3ng (+50% YoY) v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf c\u1ee7a c\u00f4ng ty m\u1eb9 \u01b0\u1edbc \u0111\u1ea1t 13,564 t\u1ef7 \u0111\u1ed3ng (+102% YoY): 1) S\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 \u01b0\u1edbc t\u00ednh \u0111\u1ea1t 7,1 tri\u1ec7u t\u1ea5n t\u0103ng 10,9% so v\u1edbi c\u00f9ng k\u1ef3; 2) bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p t\u0103ng \u0111\u1ea1t 10.5% trong n\u0103m nay; 3) chi ph\u00ed l\u00e3i vay gi\u1ea3m b\u1edbt, d\u1eebng \u1edf m\u1ee9c 366 t\u1ef7 (-10% YoY); 2) Thu nh\u1eadp t\u00e0i ch\u00ednh t\u0103ng 15%, \u0111\u1ea1t 712 t\u1ef7 \u0111\u1ed3ng, ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb l\u00e3i ti\u1ec1n g\u1eedi ng\u00e2n h\u00e0ng.<\/p>\n<p>EPS d\u1ef1 ph\u00f3ng \u0111\u1ea1t 4,375 t\u1ef7 \u0111\u1ed3ng t\u01b0\u01a1ng \u1ee9ng v\u1edbi m\u1ee9c P\/E d\u1ef1 ph\u00f3ng \u0111\u1ea1t \u1edf m\u1ee9c 6,3x th\u1ea5p h\u01a1n m\u1ee9c P\/E trung b\u00ecnh 3 n\u0103m c\u1ee7a doanh nghi\u1ec7p. V\u00ec v\u1eady \u0111\u00e1nh gi\u00e1 kh\u1ea3 quan cho BSR v\u1edbi tri\u1ec3n v\u1ecdng t\u0103ng gi\u00e1 c\u1ee7a gi\u00e1 d\u1ea7u th\u1ebf gi\u1edbi trong n\u0103m 2022<\/p>\n<p>Trong k\u1ef3, Nh\u00e0 m\u00e1y L\u1ecdc d\u1ea7u Dung Qu\u1ea5t \u0111\u00e3 v\u1eadn h\u00e0nh v\u1edbi 105% c\u00f4ng su\u1ea5t, kh\u1ed1i l\u01b0\u1ee3ng ti\u00eau th\u1ee5 \u0111\u1ea1t 3,4 tri\u1ec7u t\u1ea5n.<\/p>\n<p>B\u00ean c\u1ea1nh \u0111\u00f3, l\u1ed9 tr\u00ecnh tr\u1ea3 n\u1ee3 v\u00e0 gia t\u0103ng ngu\u1ed3n l\u1ef1c t\u00edch l\u0169y \u0111\u00e3 \u0111\u01b0\u1ee3c ho\u1ea1ch \u0111\u1ecbnh c\u1ee5 th\u1ec3 gi\u00fap ho\u1ea1t \u0111\u1ed9ng t\u00e0i ch\u00ednh c\u1ee7a BSR ng\u00e0y c\u00e0ng t\u1ea1o ra th\u1eb7ng d\u01b0 l\u1ee3i nhu\u1eadn, \u0111\u00f3ng g\u00f3p v\u00e0o k\u1ebft qu\u1ea3 l\u1ee3i nhu\u1eadn chung. Khi ho\u1ea1t \u0111\u1ed9ng kinh doanh kh\u1edfi s\u1eafc, kh\u1ea3 n\u0103ng t\u00edch l\u0169y d\u00f2ng ti\u1ec1n d\u1ef1 b\u00e1o c\u0169ng s\u1ebd t\u1ed1t h\u01a1n, \u0111\u1eb7c bi\u1ec7t khi c\u00e1c kho\u1ea3n vay d\u00e0i h\u1ea1n \u0111\u01b0\u1ee3c thanh to\u00e1n h\u1ebft v\u00e0o n\u0103m 2023.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_PNJ\"><\/span><strong>5. PNJ<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>L\u0169y k\u1ebf 5 th\u00e1ng, PNJ ghi nh\u1eadn doanh thu thu\u1ea7n \u0111\u1ea1t 15,583 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 46,6% v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 1,006 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 46,9% so v\u1edbi c\u00f9ng k\u1ef3.<\/p>\n<p>Nh\u01b0 v\u1eady, sau 5 th\u00e1ng c\u00f4ng ty \u0111\u00e3 ho\u00e0n th\u00e0nh 60,3% k\u1ebf ho\u1ea1ch doanh thu v\u00e0 76,5% k\u1ebf ho\u1ea1ch l\u1ee3i nhu\u1eadn n\u0103m 2022.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/aeonmall-long-bien.com.vn\/wp-content\/uploads\/2018\/12\/pnj-750x468.jpg\" alt=\"PNJ \u2013 AEON MALL Long Bi\u00ean\" title=\"\"><\/p>\n<p>V\u1ec1 c\u01a1 c\u1ea5u t\u0103ng tr\u01b0\u1edfng doanh thu theo t\u1eebng k\u00eanh: doanh thu b\u00e1n l\u1ebb l\u0169y k\u1ebf 5 th\u00e1ng t\u0103ng 51.3% so v\u1edbi c\u00f9ng k\u1ef3 \u0111\u1ebfn t\u1eeb c\u00e1c \u0111\u01a1n v\u1ecb kinh doanh \u0111\u1ea1t k\u1ebft qu\u1ea3 t\u1ed1t, t\u0103ng tr\u01b0\u1edfng cao so v\u1edbi c\u00f9ng k\u1ef3 v\u00e0 v\u01b0\u1ee3t k\u1ebf ho\u1ea1ch, c\u00e1c nh\u00e3n h\u00e0ng ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng \u1ea5n t\u01b0\u1ee3ng, \u0111\u1eb7c bi\u1ec7t l\u00e0 Style by PNJ v\u00e0 Disney v\u00e0 c\u00e1c ho\u1ea1t \u0111\u1ed9ng retail marketing v\u00e0 branding mang l\u1ea1i hi\u1ec7u qu\u1ea3 t\u1ed1t.<\/p>\n<p>B\u00ean c\u1ea1nh \u0111\u00f3, doanh thu s\u1ec9 l\u0169y k\u1ebf 5 th\u00e1ng t\u0103ng 17.5% so v\u1edbi c\u00f9ng k\u1ef3 v\u00e0 doanh thu v\u00e0ng mi\u1ebfng l\u0169y k\u1ebf 5 th\u00e1ng t\u0103ng 59,4% so v\u1edbi c\u00f9ng k\u1ef3 trong b\u1ed1i c\u1ea3nh b\u1ea5t \u1ed5n \u0111\u1ecba ch\u00ednh tr\u1ecb to\u00e0n c\u1ea7u v\u1eabn ch\u01b0a h\u1ea1 nhi\u1ec7t v\u00e0 kinh t\u1ebf v\u0129 m\u00f4 \u0111\u1ed1i di\u1ec7n v\u1edbi \u00e1p l\u1ef1c l\u1ea1m ph\u00e1t.<\/p>\n<p>K\u1ebf ho\u1ea1ch t\u0103ng v\u1ed1n c\u1ee7a PNJ \u0111\u01b0a v\u1ed1n l\u00ean 3282 t\u1ef7 (hi\u1ec7n t\u1ea1i 2267 t\u1ef7). N\u0103m nay PNJ c\u00f3 2 l\u1ea7n t\u0103ng v\u1ed1n ( l\u1ea7n 1 l\u00e0 cho c\u1ed5 \u0111\u00f4ng chi\u1ebfn l\u01b0\u1ee3c , ph\u00e1t h\u00e0nh ri\u00eang l\u1ebb gi\u00e1 97- \u0111\u00e2y s\u1ebd l\u00e0 v\u00f9ng gi\u00e1 h\u1ed7 tr\u1ee3 c\u1ef1c manh; l\u1ea7n 2 ph\u00e1t h\u00e0nh CP \u0111\u1ec3 t\u0103ng v\u1ed1n t\u1ec9 l\u1ec7 3:1, gi\u00e1 s\u1ebd \u0111i\u1ec1u ch\u1ec9nh, eps b\u1ecb pha lo\u00e3ng). T\u01b0\u01a1ng \u0111\u01b0\u01a1ng kh\u1ea3 n\u0103ng cu\u1ed1i n\u0103m PNJ c\u00f3 EPS kho\u1ea3ng 6500\u0110, PE b\u00e1n l\u1ebb hi\u1ec7n t\u1ea1i 20.x v\u00e0 cao \u0111i\u1ec3m PE 25.x, th\u00ec gi\u00e1 sau \u0111i\u1ec1u ch\u1ec9nh t\u0103ng v\u1ed1n PNJ \u01b0\u1edbc t\u00ednh t\u1ed1i ti\u1ec3u 130 (gi\u00e1 \u0111\u00e3 \u0111i\u1ec1u ch\u1ec9nh). T\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c gi\u00e1 160 tr\u01b0\u1edbc khi t\u0103ng v\u1ed1n.<\/p>\n<p>Nh\u1eefng nh\u1eadn \u0111\u1ecbnh tr\u00ean l\u00e0 \u00fd ki\u1ebfn ch\u1ee7 quan c\u1ee7a m\u00ecnh. Anh em \u0111\u00f3n nh\u1eadn v\u00e0 ti\u1ebfp thu v\u1edbi g\u00f3c nh\u00ecn kh\u00e1c nhau.<\/p>\n<p style=\"text-align: right;\"><strong><em>T\u00e1c gi\u1ea3: Phan Kh\u1ea3i\u00a0<\/em><\/strong><\/p>\n<p style=\"text-align: right;\"><strong><em>Ngu\u1ed3n: C\u1ed9ng \u0111\u1ed3ng \u0111\u1ea7u t\u01b0 <a href=\"https:\/\/infina.vn\" data-internallinksmanager029f6b8e52c=\"2\" title=\"Infina\" target=\"_blank\" rel=\"noopener\">Infina<\/a> (Offcial Group)<\/em><\/strong><\/p>\n<figure id=\"attachment_5055\" aria-describedby=\"caption-attachment-5055\" style=\"width: 700px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.facebook.com\/groups\/infinavn\" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" class=\"size-full wp-image-5055\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/02\/banner-footer.png\" alt=\"tham gia group\" width=\"700\" height=\"200\" title=\"\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/02\/banner-footer.png 700w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/02\/banner-footer-300x86.png 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/02\/banner-footer-696x200.png 696w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><figcaption id=\"caption-attachment-5055\" class=\"wp-caption-text\">Tham gia c\u1ed9ng \u0111\u1ed3ng \u0111\u1ea7u t\u01b0 Infina \u0111\u1ec3 c\u00f9ng h\u1ecdc h\u1ecfi v\u00e0 trao \u0111\u1ed5i th\u00eam nhi\u1ec1u ki\u1ebfn th\u1ee9c<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>&#272;&#7847;u t&#432; ng&#7855;n h&#7841;n (Kh&ocirc;ng &#432;u ti&ecirc;n n&#7855;m gi&#7919; l&acirc;u d&agrave;i): Ng&agrave;nh CK: HCM, VCI, VND, APS Ng&agrave;nh NH: VIB, BID, STB Ng&agrave;nh B&#272;S_X&#7853;y d&#7921;ng: KBC, CII, DXG, HBC, FCN Nh&oacute;m C&#7843;ng bi&#7875;n: GMD, VOS Nh&oacute;m th&eacute;p: NKG, HSG CP ri&ecirc;ng l&#7867;: APH, ABS 1. HCM CP leader d&ograve;ng CK trong giai &#273;o&#7841;n h&#7891;i ph&#7909;c, [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":9203,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[610],"tags":[],"class_list":{"0":"post-9202","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-cong-dong-infina-noi-gi-hom-nay"},"_links":{"self":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts\/9202","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=9202"}],"version-history":[{"count":0,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts\/9202\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media\/9203"}],"wp:attachment":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media?parent=9202"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/categories?post=9202"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/tags?post=9202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}