{"id":9357,"date":"2022-07-06T11:56:15","date_gmt":"2022-07-06T04:56:15","guid":{"rendered":"http:\/\/infina.vn\/blog\/?p=9357"},"modified":"2023-04-20T14:05:26","modified_gmt":"2023-04-20T07:05:26","slug":"du-bao-thi-truong-chung-khoan-6-thang-cuoi-nam","status":"publish","type":"post","link":"https:\/\/infina.vn\/blog\/du-bao-thi-truong-chung-khoan-6-thang-cuoi-nam\/","title":{"rendered":"D\u1ef1 b\u00e1o th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n 6 th\u00e1ng cu\u1ed1i n\u0103m"},"content":{"rendered":"\n\n
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\n 5\/5 - (1 vote) <\/div>\n <\/div>\n

V\u1ec1 nh\u1eefng y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 ch\u00ednh \u0111\u1ebfn th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n<\/a> (TTCK) trong 6 th\u00e1ng cu\u1ed1i n\u0103m l\u00e0:<\/p>\n

D\u1ef1 ki\u1ebfn t\u0103ng tr\u01b0\u1edfng GDP 2022 s\u1ebd \u0111\u1ea1t 7.1% so v\u1edbi c\u00f9ng k\u1ef3, v\u1edbi 7.8% trong 6 th\u00e1ng cu\u1ed1i n\u0103m. C\u00e1c g\u00f3i k\u00edch th\u00edch kinh t\u1ebf t\u1eeb Ch\u00ednh ph\u1ee7 s\u1ebd \u0111\u01b0\u1ee3c \u0111\u1ea9y nhanh \u2013 g\u1ed3m g\u00f3i c\u1ea5p b\u00f9 l\u00e3i su\u1ea5t v\u00e0 th\u00fac \u0111\u1ea9y ti\u1ebfn \u0111\u1ed9 c\u00e1c d\u1ef1 \u00e1n \u0111\u1ea7u t\u01b0 c\u00f4ng.<\/p>\n

K\u1ebft qu\u1ea3 kinh doanh c\u1ee7a doanh nghi\u1ec7p ni\u00eam y\u1ebft \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd duy tr\u00ec t\u0103ng tr\u01b0\u1edfng cao, trong \u0111\u00f3 t\u0103ng tr\u01b0\u1edfng EPS tr\u00ean HOSE<\/a> c\u00f3 th\u1ec3 \u0111\u1ea1t 23% v\u00e0o n\u0103m 2022, v\u00e0 19% so v\u1edbi c\u00f9ng k\u1ef3 v\u00e0o n\u0103m 2023. D\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng v\u1ec1 l\u1ee3i nhu\u1eadn r\u00f2ng trong 2 n\u0103m t\u1edbi l\u00e0 21%, cao g\u1ea5p \u0111\u00f4i t\u1ed1c \u0111\u1ed9 b\u00ecnh qu\u00e2n 15 n\u0103m qua. Trong \u0111\u00f3 m\u1ed9t s\u1ed1 ng\u00e0nh nh\u01b0 h\u00e0ng c\u00f4ng nghi\u1ec7p v\u00e0 d\u1ecbch v\u1ee5, b\u00e1n l\u1ebb v\u00e0 b\u1ea5t \u0111\u1ed9ng s\u1ea3n s\u1ebd c\u00f3 t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn m\u1ea1nh m\u1ebd, c\u00f2n nh\u00f3m d\u1ea7u kh\u00ed, d\u1ecbch v\u1ee5 thi\u1ebft y\u1ebfu hay c\u00f4ng ngh\u1ec7 duy tr\u00ec t\u01b0\u01a1ng \u0111\u1ed1i m\u1ea1nh.<\/p>\n

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

\u0110\u1ecbnh gi\u00e1 TTCK Vi\u1ec7t Nam \u0111ang r\u1ea5t h\u1ea5p d\u1eabn so v\u1edbi l\u1ecbch s\u1eed v\u00e0 th\u1ecb tr\u01b0\u1eddng kh\u00e1c. Trong \u0111\u00f3 P\/E 12 th\u00e1ng ghi nh\u1eadn ng\u00e0y 23\/06 l\u00e0 12.9 l\u1ea7n, chi\u1ebft kh\u1ea5u 22% so v\u1edbi P\/E<\/a> trung b\u00ecnh 5 n\u0103m. \u0110\u1ecbnh gi\u00e1 TTCK Vi\u1ec7t Nam chi\u1ebft kh\u1ea5u 17% so v\u1edbi c\u00e1c th\u1ecb tr\u01b0\u1eddng kh\u00e1c trong khu v\u1ef1c.
\nDo c\u00f3 m\u1ee9c t\u0103ng tr\u01b0\u1edfng EPS<\/a> cao, trung b\u00ecnh 19.2% trong giai \u0111o\u1ea1n 2022-2024, th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam \u0111\u01b0\u1ee3c nh\u1eadn x\u00e9t \u0111ang n\u1ed5i b\u1eadt h\u01a1n.<\/p>\n

V\u1ec1 r\u1ee7i ro lo ng\u1ea1i v\u1ec1 c\u0103ng th\u1eb3ng gi\u1eefa Nga \u2013 Ukraine k\u00e9o d\u00e0i h\u01a1n d\u1ef1 ki\u1ebfn v\u00e0 l\u1ec7nh phong t\u1ecfa nghi\u00eam ng\u1eb7t c\u1ee7a Trung Qu\u1ed1c l\u00e0m gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng v\u00e0 khi\u1ebfn t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf to\u00e0n c\u1ea7u ch\u1eadm l\u1ea1i, qua \u0111\u00f3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t \u2013 xu\u1ea5t kh\u1ea9u c\u1ee7a doanh nghi\u1ec7p Vi\u1ec7t Nam.<\/p>\n

B\u00ean c\u1ea1nh \u0111\u00f3 vi\u1ec7c Fed th\u1eaft ch\u1eb7t ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7 m\u1ea1nh h\u01a1n k\u1ef3 v\u1ecdng c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn t\u00e2m l\u00fd th\u1ecb tr\u01b0\u1eddng \u1edf c\u00e1c th\u1ecb tr\u01b0\u1eddng ph\u00e1t tri\u1ec3n v\u00e0 m\u1edbi n\u1ed5i. Trong khi \u0111\u00f3, t\u00ecnh h\u00ecnh l\u1ea1m ph\u00e1t cao h\u01a1n d\u1ef1 ki\u1ebfn t\u1ea1i Vi\u1ec7t Nam c\u00f3 kh\u1ea3 n\u0103ng c\u1ea3n tr\u1edf t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf, khi\u1ebfn ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7 si\u1ebft ch\u1eb7t h\u01a1n. Ngo\u00e0i ra, t\u1ef7 gi\u00e1 h\u1ed1i \u0111o\u00e1i c\u0169ng s\u1ebd ch\u1ecbu \u00e1p l\u1ef1c khi \u0111\u1ed3ng USD m\u1ea1nh l\u00ean, d\u1eabn \u0111\u1ebfn nguy c\u01a1 r\u00fat v\u1ed1n \u0111\u1ea7u t\u01b0 gi\u00e1n ti\u1ebfp ra kh\u1ecfi Vi\u1ec7t Nam v\u00e0 t\u0103ng \u00e1p l\u1ef1c l\u00ean n\u1ee3 c\u00f4ng.<\/p>\n

K\u1ecbch b\u1ea3n k\u1ef3 v\u1ecdng ph\u1ee5c h\u1ed3i: VN-Index t\u1eeb 1,330 – 1,500 \u0111i\u1ec3m<\/h2>\n

C\u1ee5 th\u1ec3 c\u00e1c nh\u00f3m ng\u00e0nh 6 th\u00e1ng cu\u1ed1i n\u0103m nh\u01b0 sau:<\/p>\n

\u0110\u1ea7u ti\u00ean, ng\u00e0nh d\u1ecbch v\u1ee5 \u0111\u01b0\u1ee3c nh\u1eadn \u0111\u1ecbnh s\u1ebd t\u0103ng t\u1ed1c trong 6 th\u00e1ng cu\u1ed1i n\u0103m, do Vi\u1ec7t Nam m\u1edf c\u1eeda tr\u1edf l\u1ea1i ng\u00e0nh du l\u1ecbch \u0111\u00e3 g\u00f3p ph\u1ea7n khi\u1ebfn nhu c\u1ea7u li\u00ean quan \u0111\u1ebfn d\u1ecbch v\u1ee5 l\u01b0u tr\u00fa, \u0103n u\u1ed1ng, du l\u1ecbch v\u00e0 gi\u1ea3i tr\u00ed tr\u00ean \u0111\u00e0 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd. K\u1ef3 v\u1ecdng GDP c\u1ee7a l\u0129nh v\u1ef1c d\u1ecbch v\u1ee5 s\u1ebd t\u0103ng 8.3% so v\u1edbi c\u00f9ng k\u1ef3, \u0111\u1ed3ng th\u1eddi \u0111\u00e1nh gi\u00e1 cao c\u00e1c doanh nghi\u1ec7p trong d\u1ecbch v\u1ee5 h\u00e0ng kh\u00f4ng, l\u01b0u tr\u00fa – \u0103n u\u1ed1ng, l\u1eef h\u00e0nh v\u00e0 gi\u1ea3i tr\u00ed trong giai \u0111o\u1ea1n n\u00e0y.<\/p>\n

Ti\u1ebfp \u0111\u1ebfn, nh\u00f3m ng\u00e2n h\u00e0ng, b\u1ea3o hi\u1ec3m v\u00e0 nh\u00f3m doanh nghi\u1ec7p gi\u1eef nhi\u1ec1u ti\u1ec1n m\u1eb7t s\u1ebd \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i trong m\u00f4i tr\u01b0\u1eddng l\u00e3i su\u1ea5t t\u0103ng. Trong \u0111\u00f3 nh\u00f3m ng\u00e2n h\u00e0ng l\u00e0 \u0111\u1ea1i di\u1ec7n t\u1ed1t nh\u1ea5t cho s\u1ef1 h\u1ed3i sinh c\u1ee7a n\u1ec1n kinh t\u1ebf Vi\u1ec7t Nam, do h\u01b0\u1edfng l\u1ee3i ng\u1eafn h\u1ea1n t\u1eeb g\u00f3i b\u00f9 l\u00e3i su\u1ea5t 43 ng\u00e0n t\u1ef7 \u0111\u1ed3ng giai \u0111o\u1ea1n 2022-2023, v\u00e0 kh\u1ea3 n\u0103ng sinh l\u1eddi trong d\u00e0i h\u1ea1n khi l\u00e3i su\u1ea5t cho vay t\u0103ng b\u00f9 \u0111\u1eafp cho l\u00e3i su\u1ea5t huy \u0111\u1ed9ng.<\/p>\n

Th\u1ee9 3, gi\u00e1 h\u00e0ng h\u00f3a trong n\u1eeda cu\u1ed1i n\u0103m nay \u0111\u01b0\u1ee3c nh\u1eadn \u0111\u1ecbnh c\u00f3 s\u1ef1 ph\u00e2n h\u00f3a, trong \u0111\u00f3 gi\u00e1 th\u00e9p, ph\u00e2n b\u00f3n, s\u1eefa b\u1ed9t nguy\u00ean kem, ng\u00f4, \u0111\u01b0\u1eddng\u2026 s\u1ebd h\u1ea1 nhi\u1ec7t. Vi\u1ec7c gi\u00e1 h\u00e0ng h\u00f3a \u0111\u1ea3o chi\u1ec1u b\u00e1o hi\u1ec7u cho m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn cao c\u1ee7a nh\u00f3m doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t s\u1eefa v\u00e0 th\u1ef1c ph\u1ea9m.<\/p>\n

Th\u1ee9 4, \u0111\u1ea7u t\u01b0 c\u00f4ng \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd t\u0103ng t\u1ed1c trong nh\u1eefng th\u00e1ng t\u1edbi nh\u1edd n\u1ed7 l\u1ef1c c\u1ee7a ch\u00ednh ph\u1ee7 v\u1edbi g\u00f3i k\u00edch th\u00edch kinh t\u1ebf m\u1edbi tr\u1ecb gi\u00e1 h\u01a1n 113 ng\u00e0n t\u1ef7 \u0111\u1ed3ng \u0111\u01b0\u1ee3c gi\u1ea3i ng\u00e2n t\u1eeb th\u00e1ng 04\/2022, v\u00e0 gi\u00e1 v\u1eadt li\u1ec7u x\u00e2y d\u1ef1ng \u0111\u1ea3o chi\u1ec1u. D\u1ef1 b\u00e1o v\u1ed1n \u0111\u1ea7u t\u01b0 c\u00f4ng th\u1ef1c hi\u1ec7n t\u0103ng 20%-30% so v\u1edbi th\u1ef1c hi\u1ec7n 2021, qua \u0111\u00f3 gi\u00fap t\u0103ng tr\u01b0\u1edfng n\u1eeda cu\u1ed1i n\u0103m 2022 s\u1ebd cao h\u01a1n n\u1eeda \u0111\u1ea7u nh\u1edd m\u1ee9c n\u1ec1n th\u1ea5p c\u00f9ng k\u1ef3 2021.<\/p>\n

Cu\u1ed1i c\u00f9ng, ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t Nam \u0111ang tr\u1ea3i qua qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i l\u1edbn, do s\u1ef1 \u01b0u ti\u00ean c\u1ee7a Ch\u00ednh ph\u1ee7 nh\u1eb1m duy tr\u00ec c\u00e2n b\u1eb1ng gi\u1eefa kinh t\u1ebf v\u00e0 m\u00f4i tr\u01b0\u1eddng. Quy m\u00f4 v\u00e0 ti\u1ebfn \u0111\u1ed9 c\u1ee7a qu\u00e1 tr\u00ecnh n\u00e0y \u0111ang nhanh h\u01a1n d\u1ef1 ki\u1ebfn v\u1edbi s\u1ef1 m\u1edf r\u1ed9ng \u0111\u1ea7u t\u01b0 c\u1ee7a d\u00f2ng v\u1ed1n ESG giai \u0111o\u1ea1n \u0111\u1ea7u. Do \u0111\u00f3 nh\u00f3m ng\u00e0nh n\u00e0y s\u1ebd t\u1ecf ra v\u01b0\u1ee3t tr\u1ed9i tr\u00ean th\u1ecb tr\u01b0\u1eddng trong v\u00e0i n\u0103m s\u1eafp t\u1edbi.<\/p>\n

T\u00e1c gi\u1ea3: Phan Kh\u1ea3i<\/em><\/strong><\/p>\n

Ngu\u1ed3n: C\u1ed9ng \u0111\u1ed3ng \u0111\u1ea7u t\u01b0 Infina<\/a> (Offcial Group)<\/em><\/strong><\/p>\n

\"tham<\/a>
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":"

Về những yếu tố hỗ trợ chính đến thị trường chứng khoán (TTCK) trong 6 tháng cuối năm là: Dự kiến tăng trưởng GDP 2022 sẽ đạt 7.1% so với cùng kỳ, với 7.8% trong 6 tháng cuối năm. Các gói kích thích kinh tế từ Chính phủ sẽ được đẩy nhanh – gồm gói […]<\/p>\n","protected":false},"author":17,"featured_media":9358,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[610],"tags":[],"class_list":{"0":"post-9357","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\/9357","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=9357"}],"version-history":[{"count":0,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts\/9357\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media\/9358"}],"wp:attachment":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media?parent=9357"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/categories?post=9357"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/tags?post=9357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}