{ "id": 46579, "date": "2025-09-03T21:55:26", "date_gmt": "2025-09-03T14:55:26", "guid": { "rendered": "https:\/\/hbbgroup.net\/them-4-co-phieu-bi-hose-cat-margin\/" }, "modified": "2025-09-03T21:55:26", "modified_gmt": "2025-09-03T14:55:26", "slug": "them-4-co-phieu-bi-hose-cat-margin", "status": "publish", "type": "post", "link": "https:\/\/hbbgroup.net\/en_us\/them-4-co-phieu-bi-hose-cat-margin\/", "title": { "rendered": "Th\u00eam 4 c\u1ed5 phi\u1ebfu b\u1ecb HOSE c\u1eaft margin" }, "content": { "rendered": "
\n

Th\u00eam 4 c\u1ed5 phi\u1ebfu b\u1ecb HOSE c\u1eaft margin<\/p>\n

Ng\u00e0y 29\/08, S\u1edf Giao d\u1ecbch Ch\u1ee9ng kho\u00e1n TPHCM (HOSE<\/a>) th\u00f4ng b\u00e1o b\u1ed5 sung 4 c\u1ed5 phi\u1ebfu kh\u00f4ng \u0111\u1ee7 \u0111i\u1ec1u ki\u1ec7n giao d\u1ecbch k\u00fd qu\u1ef9, g\u1ed3m C32<\/a>, HAP<\/a>, VPH<\/a> do l\u1ed7 r\u00f2ng tr\u00ean BCTC so\u00e1t x\u00e9t b\u00e1n ni\u00ean 2025 v\u00e0 VTO<\/a> do BCTC so\u00e1t x\u00e9t b\u00e1n ni\u00ean 2025 b\u1ecb ki\u1ec3m to\u00e1n k\u1ebft lu\u1eadn ngo\u1ea1i tr\u1eeb. <\/p>\n

V\u1edbi 4 c\u1ed5 phi\u1ebfu v\u1eeba \u0111\u01b0\u1ee3c b\u1ed5 sung, danh s\u00e1ch b\u1ecb c\u1eaft margin tr\u00ean HOSE<\/span> t\u00ednh \u0111\u1ebfn ng\u00e0y 29\/08 \u0111\u01b0\u1ee3c n\u00e2ng l\u00ean th\u00e0nh 71 m\u00e3.<\/p>\n

\n

C32<\/span>, HAP<\/span>, VPH<\/span> v\u00e0 VTO<\/span> b\u1ecb th\u00eam v\u00e0o danh s\u00e1ch c\u1eaft margin tr\u00ean HOSE<\/span><\/p>\n

<\/p>\n

* C\u00e1c m\u00e3 c\u00f3 n\u1ec1n \u0111\u1ecf thu\u1ed9c tr\u01b0\u1eddng h\u1ee3p c\u00f9ng l\u00fac v\u01b0\u1edbng 2 \u00e1n ph\u1ea1t – Ngu\u1ed3n: HOSE<\/span>, ng\u01b0\u1eddi vi\u1ebft t\u1ed5ng h\u1ee3p<\/p>\n<\/p><\/div>\n

\u0110\u1ed1i v\u1edbi CTCP \u0110\u1ea7u t\u01b0 v\u00e0 X\u00e2y d\u1ef1ng 3-2 (HOSE<\/span>: C32<\/span>), C\u00f4ng ty l\u1ed7 r\u00f2ng h\u01a1n 4 t\u1ef7 \u0111\u1ed3ng trong n\u1eeda \u0111\u1ea7u n\u0103m 2025, trong khi c\u00f9ng k\u1ef3 l\u00e3i g\u1ea7n 2 t\u1ef7 \u0111\u1ed3ng. Theo C32<\/span>, k\u1ebft qu\u1ea3 n\u00e0y \u0111\u1ebfn t\u1eeb vi\u1ec7c ghi nh\u1eadn kho\u1ea3n chi ph\u00ed b\u1ed5 sung ti\u1ec1n c\u1ea5p quy\u1ec1n khai th\u00e1c kho\u00e1ng s\u1ea3n m\u1ecf \u0111\u00e1 x\u00e2y d\u1ef1ng T\u00e2n \u0110\u00f4ng Hi\u1ec7p g\u1ea7n 20 t\u1ef7 \u0111\u1ed3ng. B\u00ean c\u1ea1nh \u0111\u00f3, k\u1ebft qu\u1ea3 ho\u1ea1t \u0111\u1ed9ng c\u1ee7a c\u00e1c c\u00f4ng ty li\u00ean k\u1ebft kh\u00f4ng kh\u1ea3 quan do l\u0129nh v\u1ef1c x\u00e2y d\u1ef1ng v\u00e0 v\u1eadt li\u1ec7u x\u00e2y d\u1ef1ng ti\u1ebfp t\u1ee5c g\u1eb7p nhi\u1ec1u kh\u00f3 kh\u0103n, \u1ea3nh h\u01b0\u1edfng ti\u00eau c\u1ef1c \u0111\u1ebfn l\u1ee3i nhu\u1eadn h\u1ee3p nh\u1ea5t.<\/p>\n

Li\u00ean quan \u0111\u1ebfn ph\u1ea7n ti\u1ec1n ph\u1ea3i n\u1ed9p b\u1ed5 sung t\u1ea1i m\u1ecf T\u00e2n \u0110\u00f4ng Hi\u1ec7p, C32<\/span> cho bi\u1ebft \u0111\u00e3 xin t\u1ea1m ho\u00e3n th\u1ef1c hi\u1ec7n, do \u0111ang trong qu\u00e1 tr\u00ecnh xin xem x\u00e9t, ki\u1ec3m tra, r\u00e0 so\u00e1t, t\u00ednh to\u00e1n l\u1ea1i tr\u1eef l\u01b0\u1ee3ng kho\u00e1ng s\u1ea3n ph\u1ea3i t\u00ednh b\u1ed5 sung ti\u1ec1n c\u1ea5p quy\u1ec1n khai th\u00e1c.<\/p>\n

<\/p>\n

Ngu\u1ed3n: BCTC so\u00e1t x\u00e9t b\u00e1n ni\u00ean 2025 c\u1ee7a C32<\/span><\/p>\n<\/p><\/div>\n

<\/p>\n

Ngu\u1ed3n: BCTC so\u00e1t x\u00e9t b\u00e1n ni\u00ean 2025 c\u1ee7a C32<\/span><\/p>\n<\/p><\/div>\n

M\u1ed9t \u0111i\u1ec3m \u0111\u00e1ng ch\u00fa \u00fd kh\u00e1c tr\u00ean BCTC so\u00e1t x\u00e9t b\u00e1n ni\u00ean 2025 c\u1ee7a C32<\/span> l\u00e0 vi\u1ec7c C\u00f4ng ty \u0111\u1ee1 l\u1ed7 h\u01a1n so v\u1edbi b\u00e1o c\u00e1o t\u1ef1 l\u1eadp, ch\u1ee7 y\u1ebfu xu\u1ea5t ph\u00e1t t\u1eeb bi\u1ebfn \u0111\u1ed9ng k\u1ebft qu\u1ea3 kinh doanh c\u00f4ng ty m\u1eb9 do \u0111i\u1ec1u ch\u1ec9nh ho\u00e0n nh\u1eadp d\u1ef1 ph\u00f2ng c\u00f4ng n\u1ee3 ph\u1ea3i thu kh\u00f3 \u0111\u00f2i, d\u1ef1 ph\u00f2ng gi\u1ea3m gi\u00e1 h\u00e0ng t\u1ed3n kho v\u00e0 d\u1ef1 ph\u00f2ng t\u1ed5n th\u1ea5t \u0111\u1ea7u t\u01b0 ch\u1ee9ng kho\u00e1n. Ngo\u00e0i ra, C\u00f4ng ty c\u0169ng \u0111i\u1ec1u ch\u1ec9nh l\u1ea1i t\u1ef7 l\u1ec7 l\u1ee3i \u00edch trong c\u00e1c c\u00f4ng ty li\u00ean k\u1ebft.<\/p>\n

V\u1edbi CTCP T\u1eadp \u0111o\u00e0n Hapaco (HOSE<\/span>: HAP<\/span>), C\u00f4ng ty l\u1ed7 r\u00f2ng h\u01a1n 13 t\u1ef7 \u0111\u1ed3ng, thay v\u00ec c\u00f3 l\u00e3i h\u01a1n 5 t\u1ef7 \u0111\u1ed3ng nh\u01b0 c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. C\u00f4ng ty cho bi\u1ebft t\u00ecnh h\u00ecnh s\u1ea3n xu\u1ea5t kinh doanh c\u1ee7a c\u00e1c c\u00f4ng ty con kh\u1edfi s\u1eafc h\u01a1n, tuy nhi\u00ean khi h\u1ee3p nh\u1ea5t ph\u1ea3i ph\u00e2n b\u1ed1 l\u1ee3i th\u1ebf th\u01b0\u01a1ng m\u1ea1i khi C\u00f4ng ty mua th\u00eam c\u1ed5 ph\u1ea7n CTCP B\u1ec7nh vi\u1ec7n Qu\u1ed1c t\u1ebf Green nh\u1eb1m m\u1ee5c \u0111\u00edch ki\u1ec3m so\u00e1t t\u1eeb n\u0103m 2024.<\/p>\n

Th\u1ef1c t\u1ebf cho th\u1ea5y HAP<\/span> l\u00e3i g\u1ed9p h\u01a1n 43 t\u1ef7 \u0111\u1ed3ng, g\u1ea5p h\u01a1n 2 l\u1ea7n c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, nh\u01b0ng sau c\u00f9ng l\u1ea1i chuy\u1ec3n th\u00e0nh l\u1ed7 v\u00ec nhi\u1ec1u nguy\u00ean nh\u00e2n. \u0110\u1ea7u ti\u00ean ph\u1ea3i k\u1ec3 \u0111\u1ebfn ho\u1ea1t \u0111\u1ed9ng t\u00e0i ch\u00ednh k\u00e9m hi\u1ec7u qu\u1ea3 h\u01a1n, v\u1edbi vi\u1ec7c ngu\u1ed3n thu t\u1eeb l\u00e3i ti\u1ec1n g\u1eedi, ti\u1ec1n cho vay gi\u1ea3m m\u1ea1nh, trong khi chi ph\u00ed l\u00e3i vay t\u0103ng l\u00ean v\u00e0 kh\u00f4ng c\u00f2n \u0111\u01b0\u1ee3c ho\u00e0n nh\u1eadp gi\u1ea3m gi\u00e1 c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0. <\/p>\n

Chi ph\u00ed qu\u1ea3n l\u00fd doanh nghi\u1ec7p c\u0169ng t\u0103ng m\u1ea1nh, ch\u1ee7 y\u1ebfu \u1edf chi ph\u00ed nh\u00e2n vi\u00ean qu\u1ea3n l\u00fd, chi ph\u00ed kh\u1ea5u hao t\u00e0i s\u1ea3n c\u1ed1 \u0111\u1ecbnh, l\u1ee3i th\u1ebf th\u01b0\u01a1ng m\u1ea1i v\u00e0 chi ph\u00ed qu\u1ea3n l\u00fd kh\u00e1c.<\/p>\n

V\u1ec1 ph\u1ea7n CTCP V\u1ea1n Ph\u00e1t H\u01b0ng\u00a0(HOSE<\/span>:\u00a0VPH<\/span>), C\u00f4ng ty b\u1ea5t \u0111\u1ed9ng s\u1ea3n n\u00e0y l\u1ed7 r\u00f2ng h\u01a1n 9 t\u1ef7 \u0111\u1ed3ng trong n\u1eeda \u0111\u1ea7u n\u0103m 2025. D\u00f9 v\u1eady, k\u1ebft qu\u1ea3 c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3 so v\u1edbi kho\u1ea3n l\u1ed7 h\u01a1n 38 t\u1ef7 \u0111\u1ed3ng trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2024. <\/p>\n

Theo VPH<\/span>, trong k\u1ef3, C\u00f4ng ty c\u00f3 ghi nh\u1eadn doanh thu chuy\u1ec3n nh\u01b0\u1ee3ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n, \u0111\u1ed3ng th\u1eddi chi ph\u00ed l\u00e3i vay gi\u1ea3m m\u1ea1nh do t\u1ed5ng d\u01b0 n\u1ee3 vay gi\u1ea3m \u0111\u00e1ng k\u1ec3 sau khi t\u1ea5t to\u00e1n ph\u1ea7n l\u1edbn kho\u1ea3n vay, s\u1eed d\u1ee5ng t\u1eeb ngu\u1ed3n ti\u1ec1n chuy\u1ec3n nh\u01b0\u1ee3ng c\u1ed5 ph\u1ea7n C\u00f4ng ty c\u1ee7a n\u0103m tr\u01b0\u1edbc.<\/p>\n

T\u1ea1i th\u1eddi \u0111i\u1ec3m 30\/06\/2025, d\u01b0 n\u1ee3 vay c\u1ee7a C\u00f4ng ty \u1edf m\u1ee9c 466 t\u1ef7 \u0111\u1ed3ng, th\u1ea5p h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi con s\u1ed1 853 t\u1ef7 \u0111\u1ed3ng t\u1ea1i th\u1eddi \u0111i\u1ec3m 30\/06\/2024, to\u00e0n b\u1ed9 \u1edf k\u1ef3 h\u1ea1n ng\u1eafn. <\/p>\n

VPH<\/span> \u0111\u00e3 chuy\u1ec3n nh\u01b0\u1ee3ng to\u00e0n b\u1ed9 v\u1ed1n kh\u1ecfi CTCP B\u1ea5t \u0111\u1ed9ng s\u1ea3n Nh\u00e0 B\u00e8 trong n\u0103m 2024. Tr\u00ean b\u1ea3ng l\u01b0u chuy\u1ec3n ti\u1ec1n t\u1ec7 n\u0103m 2024, C\u00f4ng ty thu h\u1ed3i h\u01a1n 1,164 t\u1ef7 \u0111\u1ed3ng \u0111\u1ea7u t\u01b0 g\u00f3p v\u1ed1n v\u00e0o \u0111\u01a1n v\u1ecb kh\u00e1c, \u0111\u1ed3ng th\u1eddi tr\u1ea3 n\u1ee3 g\u1ed1c vay g\u1ea7n 1,063 t\u1ef7 \u0111\u1ed3ng. C\u00f2n tr\u00ean b\u1ea3ng l\u01b0u chuy\u1ec3n 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025, C\u00f4ng ty thu h\u1ed3i th\u00eam 160 t\u1ef7 \u0111\u1ed3ng \u0111\u1ea7u t\u01b0 v\u00e0 tr\u1ea3 n\u1ee3 vay g\u1ea7n 265 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

<\/p>\n

Ngu\u1ed3n: BCTC so\u00e1t x\u00e9t b\u00e1n ni\u00ean 2025 c\u1ee7a VPH<\/span><\/p>\n<\/p><\/div>\n

Tr\u01b0\u1eddng h\u1ee3p kh\u00e1c bi\u1ec7t nh\u1ea5t l\u00e0\u00a0CTCP V\u1eadn t\u1ea3i X\u0103ng d\u1ea7u Vitaco\u00a0(HOSE<\/span>:\u00a0VTO<\/span>)\u00a0b\u1ecb c\u1eaft margin do BCTC so\u00e1t x\u00e9t b\u00e1n ni\u00ean 2025 c\u00f3 \u00fd ki\u1ebfn kh\u00f4ng ph\u1ea3i l\u00e0 \u00fd ki\u1ebfn ch\u1ea5p nh\u1eadn to\u00e0n ph\u1ea7n c\u1ee7a t\u1ed5 ch\u1ee9c ki\u1ec3m to\u00e1n.<\/p>\n

C\u1ee5 th\u1ec3, \u0111\u01a1n v\u1ecb ki\u1ec3m to\u00e1n l\u00e0 KPMG<\/a> cho r\u1eb1ng VTO<\/span> ch\u01b0a ghi nh\u1eadn doanh thu \u0111\u1ed1i v\u1edbi chuy\u1ebfn h\u00e0ng Voy7 do t\u00e0u Petrolimex 20 th\u1ef1c hi\u1ec7n (b\u1eaft \u0111\u1ea7u ng\u00e0y 12\/06 v\u00e0 k\u1ebft th\u00fac tr\u1ea3 h\u00e0ng ng\u00e0y 01\/07) v\u1edbi gi\u00e1 tr\u1ecb c\u01b0\u1edbc v\u1eadn chuy\u1ec3n g\u1ea7n 15.6 t\u1ef7 \u0111\u1ed3ng. \u0110\u1ed3ng th\u1eddi, m\u1ed9t c\u00f4ng ty con c\u1ee7a VTO<\/span> c\u0169ng ch\u01b0a ghi nh\u1eadn doanh thu \u0111\u1ed1i v\u1edbi 3 chuy\u1ebfn h\u00e0ng (b\u1eaft \u0111\u1ea7u nh\u1eadn h\u00e0ng th\u00e1ng 6 v\u00e0 tr\u1ea3 h\u00e0ng th\u00e1ng 7) v\u1edbi t\u1ed5ng gi\u00e1 tr\u1ecb c\u01b0\u1edbc v\u1eadn chuy\u1ec3n g\u1ea7n 4.6 t\u1ef7 \u0111\u1ed3ng. <\/p>\n

Theo KPMG<\/span>, nguy\u00ean t\u1eafc ghi nh\u1eadn doanh thu c\u1ee7a VTO<\/span> v\u00e0 c\u00f4ng ty con – doanh thu t\u1eeb c\u00e1c chuy\u1ebfn h\u00e0ng n\u00eau tr\u00ean ch\u1ec9 \u0111\u01b0\u1ee3c ghi nh\u1eadn khi t\u1ea5t c\u1ea3 \u0111i\u1ec1u ki\u1ec7n c\u1ee7a h\u1ee3p \u0111\u1ed3ng \u0111\u01b0\u1ee3c th\u1ecfa m\u00e3n t\u1ea1i th\u1eddi \u0111i\u1ec3m h\u00e0ng h\u00f3a \u0111\u01b0\u1ee3c giao \u0111\u1ea7y \u0111\u1ee7, an to\u00e0n, \u0111\u00fang ch\u1ea5t l\u01b0\u1ee3ng v\u00e0 \u0111\u00fang \u0111\u1ecba \u0111i\u1ec3m, v\u00e0o th\u00e1ng 7\/2025 – l\u00e0 ch\u01b0a ph\u00f9 h\u1ee3p v\u1edbi quy \u0111\u1ecbnh c\u1ee7a Chu\u1ea9n m\u1ef1c K\u1ebf to\u00e1n s\u1ed1 14 (VAS 14).<\/p>\n

<\/p>\n

Ngu\u1ed3n: BCTC so\u00e1t x\u00e9t b\u00e1n ni\u00ean 2025 c\u1ee7a VTO<\/span><\/p>\n<\/p><\/div>\n

Ngo\u00e0i ra, kho\u1ea3n l\u00e3i r\u00f2ng h\u01a1n 50 t\u1ef7 \u0111\u1ed3ng trong n\u1eeda \u0111\u1ea7u n\u0103m 2025 c\u1ee7a VTO<\/span> gi\u1ea3m 12% so v\u1edbi c\u00f9ng k\u1ef3, \u0111\u01b0\u1ee3c C\u00f4ng ty gi\u1ea3i th\u00edch do gi\u00e1 v\u1ed1n ho\u1ea1t \u0111\u1ed9ng v\u1eadn t\u1ea3i t\u0103ng, sau khi c\u00f3 3 t\u00e0u v\u00e0o s\u1eeda ch\u1eefa l\u1edbn, c\u00f9ng k\u1ef3 ch\u1ec9 2 t\u00e0u.<\/p>\n

Kho\u1ea3n l\u00e3i n\u00e0y c\u0169ng c\u00f3 s\u1ef1 ch\u00eanh l\u1ec7ch so v\u1edbi m\u1ee9c g\u1ea7n 45 t\u1ef7 \u0111\u1ed3ng tr\u00ean b\u00e1o c\u00e1o t\u1ef1 l\u1eadp. C\u00f4ng ty cho bi\u1ebft \u0111\u00e3 th\u1ef1c hi\u1ec7n tr\u00edch tr\u01b0\u1edbc m\u1ed9t kho\u1ea3n chi ph\u00ed d\u1ef1 tr\u00f9 k\u1ef7 ni\u1ec7m s\u1ef1 ki\u1ec7n 50 n\u0103m th\u00e0nh l\u1eadp, nh\u01b0ng h\u1ed3 s\u01a1 \u0111\u1ec3 ghi nh\u1eadn kho\u1ea3n chi ph\u00ed n\u00e0y v\u1eabn ch\u01b0a \u0111\u1ee7 c\u01a1 s\u1edf trong l\u00fac so\u00e1t x\u00e9t v\u00e0 ph\u1ea3i ho\u00e0n nh\u1eadp.\u00a0<\/p>\n

Huy Kh\u1ea3i<\/a><\/p>\n

FILI<\/a><\/p>\n

– 16:53 03\/09\/2025<\/p>\n<\/p><\/div>", "protected": false }, "excerpt": { "rendered": "

Th\u00eam 4 c\u1ed5 phi\u1ebfu b\u1ecb HOSE c\u1eaft margin Ng\u00e0y 29\/08, S\u1edf Giao d\u1ecbch Ch\u1ee9ng kho\u00e1n TPHCM (HOSE) th\u00f4ng b\u00e1o b\u1ed5 […]<\/p>", "protected": false }, "author": 1, "featured_media": 46580, "comment_status": "open", "ping_status": "open", "sticky": false, "template": "", "format": "standard", "meta": { "_acf_changed": false, "footnotes": "" }, "categories": [ 223 ], "tags": [], "class_list": [ "post-46579", "post", "type-post", "status-publish", "format-standard", "has-post-thumbnail", "hentry", "category-co-phieu" ], "acf": [], "_links": { "self": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/46579", "targetHints": { "allow": [ "GET" ] } } ], "collection": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts" } ], "about": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/types\/post" } ], "author": [ { "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/users\/1" } ], "replies": [ { "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/comments?post=46579" } ], "version-history": [ { "count": 0, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/46579\/revisions" } ], "wp:featuredmedia": [ { "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media\/46580" } ], "wp:attachment": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media?parent=46579" } ], "wp:term": [ { "taxonomy": "category", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/categories?post=46579" }, { "taxonomy": "post_tag", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/tags?post=46579" } ], "curies": [ { "name": "wp", "href": "https:\/\/api.w.org\/{rel}", "templated": true } ] } }