{ "id": 48275, "date": "2025-09-08T14:54:42", "date_gmt": "2025-09-08T07:54:42", "guid": { "rendered": "https:\/\/hbbgroup.net\/chung-khoan-kho-nhan\/" }, "modified": "2025-09-08T14:54:42", "modified_gmt": "2025-09-08T07:54:42", "slug": "chung-khoan-kho-nhan", "status": "publish", "type": "post", "link": "https:\/\/hbbgroup.net\/en_us\/chung-khoan-kho-nhan\/", "title": { "rendered": "Ch\u1ee9ng kho\u00e1n kh\u00f3… ‘nh\u1eb1n’" }, "content": { "rendered": "
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\"ch\u1ee9ng<\/p>

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Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n g\u1eb7p \u00e1p l\u1ef1c \u0111i\u1ec1u ch\u1ec9nh sau k\u1ef3 ngh\u1ec9 l\u1ec5 – \u1ea2nh: QUANG \u0110\u1ecaNH<\/p>\n<\/figcaption><\/figure>\n

Ni\u1ec1m vui kh\u00f4ng chia \u0111\u1ec1u<\/h2>\n

Sau khi chinh ph\u1ee5c m\u1ed1c k\u1ef7 l\u1ee5c 1.700 \u0111i\u1ec3m<\/a>, th\u1ecb tr\u01b0\u1eddng nhanh ch\u00f3ng ch\u1ecbu \u00e1p l\u1ef1c \u0111i\u1ec1u ch\u1ec9nh m\u1ea1nh d\u01b0\u1edbi l\u00e0n s\u00f3ng ch\u1ed1t l\u1eddi. Tr\u01b0\u1edbc \u0111\u00f3 l\u1eadp \u0111\u1ec9nh gi\u00e1 li\u00ean t\u1ee5c \u0111\u01b0\u1ee3c ghi nh\u1eadn \u1edf nhi\u1ec1u c\u1ed5 phi\u1ebfu ng\u00e2n h\u00e0ng, ch\u1ee9ng kho\u00e1n.\u00a0<\/p>\n

Tuy nhi\u00ean kh\u00f4ng \u00edt c\u1ed5 phi\u1ebfu kh\u00e1c ch\u01b0a k\u1ecbp “leo s\u00f3ng” c\u00f9ng \u0111\u00e0 h\u01b0ng ph\u1ea5n chung th\u00ec nay l\u1ea1i ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1ecbp ch\u1ec9nh \u0111\u1ea7y th\u00e1ch th\u1ee9c th\u1ecb tr\u01b0\u1eddng chung.\u00a0<\/p>\n

Th\u1ed1ng k\u00ea t\u1eeb 3 s\u00e0n t\u1edbi h\u1ebft ng\u00e0y 5-9 cho th\u1ea5y, h\u01a1n 500 c\u1ed5 phi\u1ebfu v\u1eabn t\u0103ng tr\u01b0\u1edfng \u00e2m b\u1ea5t ch\u1ea5p ch\u1ec9 s\u1ed1 chung \u0111i l\u00ean, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng t\u1ec9 l\u1ec7 g\u1ea7n 34% s\u1ed1 m\u00e3 ch\u1ee9ng kho\u00e1n to\u00e0n th\u1ecb tr\u01b0\u1eddng.<\/p>\n

Nhi\u1ec1u c\u1ed5 phi\u1ebfu giao d\u1ecbch k\u00e9m thanh kho\u1ea3n, song c\u0169ng c\u00f3 nhi\u1ec1u tr\u01b0\u1eddng h\u1ee3p giao d\u1ecbch s\u00f4i \u0111\u1ed9ng nh\u01b0ng gi\u00e1 l\u1ea1i \u0111i ng\u01b0\u1ee3c ch\u1ec9 s\u1ed1.<\/p>\n

Nh\u01b0 BCG (Bamboo Capital<\/a>) \u0111\u00e3 gi\u1ea3m 42% t\u1eeb \u0111\u1ea7u n\u0103m 2025 do \u0111\u1ed1i m\u1eb7t nh\u1eefng r\u1ee7i ro li\u00ean quan \u0111\u1ebfn ph\u00e1p l\u00fd v\u00e0 l\u00e3nh \u0111\u1ea1o c\u1ea5p cao.<\/p>\n

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\"ch\u1ee9ng<\/p>

<\/figcaption><\/figure>\n

M\u1ed9t c\u00e1i t\u00ean kh\u00e1c l\u00e0 YEG (Yeah1) \u0111\u01b0\u1ee3c bi\u1ebft \u0111\u1ebfn nhi\u1ec1u nh\u1ea5t v\u1edbi show “Anh trai v\u01b0\u1ee3t ng\u00e0n ch\u00f4ng gai” c\u0169ng m\u1ea5t h\u01a1n 23% gi\u00e1 tr\u1ecb k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m d\u00f9 k\u1ebft qu\u1ea3 kinh doanh kh\u1edfi s\u1eafc.<\/p>\n

Trong n\u1eeda \u0111\u1ea7u n\u0103m 2025, l\u1ee3i nhu\u1eadn sau thu\u1ebf c\u1ee7a YEG t\u0103ng tr\u01b0\u1edfng g\u1ea5p 2,6 l\u1ea7n, \u0111\u1ea1t g\u1ea7n 56,6 t\u1ec9 \u0111\u1ed3ng.<\/p>\n

Kh\u00f4ng ch\u1ec9 c\u00e1c c\u1ed5 phi\u1ebfu midcap hay penny, ngay c\u1ea3 nh\u1eefng bluechip \u0111\u00ecnh \u0111\u00e1m c\u0169ng kh\u00f4ng \u0111\u1ed3ng nh\u1ecbp v\u1edbi \u0111\u00e0 t\u0103ng c\u1ee7a VN-Index.<\/p>\n

FPT \u0111\u00e3 gi\u1ea3m 21,4% t\u1eeb \u0111\u1ea7u n\u0103m do ho\u1ea1t \u0111\u1ed9ng ch\u1ed1t l\u1eddi c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 l\u1edbn k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m 2025.<\/p>\n

C\u00f2n Vinamilk v\u1edbi b\u1ed9 nh\u1eadn di\u1ec7n th\u01b0\u01a1ng hi\u1ec7u m\u1edbi v\u1eabn \u0111ang gi\u1ea3m kho\u1ea3ng 1%. Trong khi \u0111\u00f3, \u00f4ng l\u1edbn c\u1ee7a m\u1ea3ng khu c\u00f4ng nghi\u1ec7p v\u00e0 cao su l\u00e0 GVR c\u00f9ng c\u00e1c m\u00e3 SZC, IDC v\u1eabn cho th\u1ea5y nh\u1eefng d\u01b0 \u00e2m t\u1eeb c\u00fa s\u1ed1c thu\u1ebf quan l\u00ean c\u1ea3 nh\u00f3m ng\u00e0nh.<\/p>\n

Anh Khang, m\u1ed9t nh\u00e0 \u0111\u1ea7u t\u01b0 cho bi\u1ebft: “danh m\u1ee5c c\u1ee7a t\u00f4i v\u1eabn ch\u01b0a th\u1ef1c s\u1ef1 h\u1ed3i ph\u1ee5c t\u1eeb sau nh\u1ecbp gi\u1ea3m s\u1ed1c h\u1ed3i th\u00e1ng 4-2025. C\u1ed5 phi\u1ebfu khu c\u00f4ng nghi\u1ec7p chi\u1ebfm t\u1ec9 tr\u1ecdng l\u1edbn trong danh m\u1ee5c c\u1ee7a t\u00f4i, v\u00e0 d\u00f2ng ti\u1ec1n v\u1eabn r\u1ea5t e d\u00e8 v\u1edbi c\u00e1c th\u00f4ng tin v\u1ec1 thu\u1ebf quan”.<\/p>\n

C\u00f9ng v\u1edbi \u0111\u00f3, nhi\u1ec1u nh\u00f3m ng\u00e0nh nh\u01b0 d\u1ea7u kh\u00ed, h\u00f3a ch\u1ea5t, ti\u00eau d\u00f9ng nh\u01b0 PVT, PVD, DGC, HAX g\u1ea7n nh\u01b0 b\u1ecb th\u1ecb tr\u01b0\u1eddng “b\u1ecf qu\u00ean”.<\/p>\n

G\u00f3c nh\u00ecn chuy\u00ean gia: d\u00f2ng ti\u1ec1n s\u1ebd ph\u00e2n h\u00f3a m\u1ea1nh h\u01a1n<\/h2>\n

\u00d4ng Nguy\u1ec5n Anh Khoa – gi\u00e1m \u0111\u1ed1c ph\u00e2n t\u00edch, Ch\u1ee9ng kho\u00e1n Agriseco – cho r\u1eb1ng s\u1ef1 ph\u00e2n h\u00f3a s\u1ebd c\u00f2n r\u00f5 n\u00e9t trong th\u1eddi gian t\u1edbi:<\/p>\n

“Nh\u00f3m ng\u00e2n h\u00e0ng v\u00e0 b\u1ea5t \u0111\u1ed9ng s\u1ea3n \u0111ang ki\u1ec3m \u0111\u1ecbnh l\u1ea1i n\u1ec1n gi\u00e1 ng\u1eafn h\u1ea1n, \u0111\u1ed3ng pha v\u1edbi t\u00edn hi\u1ec7u suy gi\u1ea3m thanh kho\u1ea3n to\u00e0n th\u1ecb tr\u01b0\u1eddng. \u0110i\u1ec1u n\u00e0y ph\u1ea3n \u00e1nh tr\u1ea1ng th\u00e1i d\u00f2ng ti\u1ec1n mua m\u1edbi kh\u00f4ng qu\u00e1 t\u00edch c\u1ef1c. \u0110\u1ed9ng l\u1ef1c \u0111\u1ec3 h\u1ed7 tr\u1ee3 \u0111\u1ed3ng th\u1eddi cho c\u1ea3 ba nh\u00f3m v\u1ed1n h\u00f3a l\u1edbn t\u0103ng gi\u00e1 l\u00e0 kh\u00f4ng \u0111\u1ee7 m\u1ea1nh”, \u00f4ng Khoa n\u00f3i.<\/p>\n

Theo \u00f4ng Khoa, th\u1ecb tr\u01b0\u1eddng c\u00f3 th\u1ec3 b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n ph\u00e2n h\u00f3a r\u00f5 r\u1ec7t h\u01a1n, d\u00f2ng ti\u1ec1n c\u00f3 kh\u1ea3 n\u0103ng d\u1ecbch chuy\u1ec3n sang nh\u00f3m midcap c\u00f3 y\u1ebfu t\u1ed1 c\u01a1 b\u1ea3n ho\u1eb7c k\u1ef3 v\u1ecdng k\u1ebft qu\u1ea3 kinh doanh qu\u00fd 3 kh\u1ea3 quan, nh\u01b0 v\u1eadt li\u1ec7u x\u00e2y d\u1ef1ng, b\u00e1n l\u1ebb, c\u1ea3ng bi\u1ec3n.<\/p>\n

V\u1ec1 k\u1ef9 thu\u1eadt, VN-Index<\/a> nhi\u1ec1u kh\u1ea3 n\u0103ng dao \u0111\u1ed9ng trong bi\u00ean \u0111\u1ed9 r\u1ed9ng, v\u1edbi kh\u00e1ng c\u1ef1 t\u00e2m l\u00fd quanh 1.700 \u0111i\u1ec3m, h\u1ed7 tr\u1ee3 ng\u1eafn h\u1ea1n \u1edf v\u00f9ng 1.610 (\u00b110) \u0111i\u1ec3m.<\/p>\n

C\u0169ng theo \u00f4ng Khoa, \u0111\u1ecbnh gi\u00e1 th\u1ecb tr\u01b0\u1eddng hi\u1ec7n v\u1eabn ch\u01b0a \u1edf m\u1ee9c “bong b\u00f3ng”, v\u00e0 c\u00f2n d\u01b0 \u0111\u1ecba t\u0103ng. Trong c\u00e1c chu k\u1ef3 t\u0103ng gi\u00e1 m\u1ea1nh tr\u01b0\u1edbc \u0111\u00e2y (2017 – 2018, 2020 – 2021), th\u1eddi gian t\u0103ng \u0111i\u1ec3m t\u1eeb nh\u00f3m d\u1eabn d\u1eaft k\u00e9o d\u00e0i t\u1eeb 1 – 1,5 n\u0103m. Do \u0111\u00f3 d\u00f2ng ti\u1ec1n v\u1eabn c\u00f3 th\u1ec3 lan t\u1ecfa sang c\u00e1c ng\u00e0nh kh\u00e1c, nh\u01b0ng kh\u00f3 k\u1ef3 v\u1ecdng to\u00e0n th\u1ecb tr\u01b0\u1eddng \u0111\u1ed3ng lo\u1ea1t b\u1ee9t ph\u00e1.<\/p>\n

\u1ede m\u1ed9t g\u00f3c nh\u00ecn kh\u00e1c, \u00f4ng Nguy\u1ec5n Th\u1ebf Minh – gi\u00e1m \u0111\u1ed1c ph\u00e2n t\u00edch kh\u00e1ch h\u00e0ng c\u00e1 nh\u00e2n, Ch\u1ee9ng kho\u00e1n Yuanta Vi\u1ec7t Nam – nh\u1ea5n m\u1ea1nh s\u1ef1 thay \u0111\u1ed5i c\u1ea5u tr\u00fac d\u00f2ng ti\u1ec1n: “Hi\u1ec7n t\u1ea1i, th\u1ecb tr\u01b0\u1eddng \u0111ang \u0111\u01b0\u1ee3c d\u1eabn d\u1eaft b\u1edfi d\u00f2ng ti\u1ec1n t\u1ed5 ch\u1ee9c trong n\u01b0\u1edbc, b\u1ea5t ch\u1ea5p kh\u1ed1i ngo\u1ea1i b\u00e1n r\u00f2ng. Trong 2 n\u0103m tr\u1edf l\u1ea1i \u0111\u00e2y, c\u00e1c t\u1ed5 ch\u1ee9c n\u1ed9i m\u1edbi l\u00e0 nh\u00f3m t\u00e1c \u0111\u1ed9ng m\u1ea1nh m\u1ebd nh\u1ea5t t\u1edbi bi\u1ebfn \u0111\u1ed9ng VNIndex, kh\u00e1c v\u1edbi giai \u0111o\u1ea1n 2019 – 2023 khi c\u00e1 nh\u00e2n \u0111\u00f3ng vai tr\u00f2 ch\u00ednh”.<\/p>\n

Theo \u00f4ng Minh, vi\u1ec7c c\u00e1c t\u1ed5 ch\u1ee9c tham gia s\u00e2u h\u01a1n gi\u00fap th\u1ecb tr\u01b0\u1eddng \u1ed5n \u0111\u1ecbnh v\u00e0 chuy\u00ean nghi\u1ec7p h\u01a1n, nh\u01b0ng c\u0169ng l\u00e0m qu\u00e1 tr\u00ecnh ph\u00e2n h\u00f3a tr\u1edf n\u00ean kh\u1ed1c li\u1ec7t, khi d\u00f2ng ti\u1ec1n t\u1eadp trung ch\u1ee7 y\u1ebfu v\u00e0o nh\u1eefng m\u00e3 c\u00f3 tri\u1ec3n v\u1ecdng r\u00f5 r\u00e0ng.<\/p>\n

\u00d4ng Minh c\u0169ng l\u01b0u \u00fd, giai \u0111o\u1ea1n th\u00e1ng 9, 10, nh\u00e0 \u0111\u1ea7u t\u01b0 tr\u00ean th\u1ebf gi\u1edbi c\u00f3 xu h\u01b0\u1edbng th\u1eadn tr\u1ecdng giao d\u1ecbch. \u0110\u00e2y c\u0169ng l\u00e0 c\u0103n c\u1ee9 \u0111\u1ec3 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 chu\u1ea9n b\u1ecb chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng th\u1ee7 trong giai \u0111o\u1ea1n m\u00f9a thu – v\u1ed1n th\u01b0\u1eddng bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh v\u00e0 n\u1eafm b\u1eaft c\u01a1 h\u1ed9i “Santa Claus rally” v\u00e0o cu\u1ed1i n\u0103m.<\/p>\n

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Trong khi nh\u00f3m ng\u00e2n h\u00e0ng, ch\u1ee9ng kho\u00e1n hay c\u00e1c nh\u00f3m Vingroup, Gelex li\u00ean t\u1ee5c b\u1ee9t ph\u00e1, th\u00ec kh\u00f4ng \u00edt ng\u00e0nh v\u00e0 doanh nghi\u1ec7p v\u1eabn \u0111ang ch\u1eadt v\u1eadt t\u00ecm l\u1ea1i nh\u1ecbp t\u0103ng. <\/p>\n

Ch\u00ednh s\u1ef1 l\u1ec7ch pha n\u00e0y \u0111\u1eb7t ra c\u00e2u h\u1ecfi: li\u1ec7u th\u1ecb tr\u01b0\u1eddng c\u00f3 th\u1ec3 duy tr\u00ec \u0111\u00e0 h\u01b0ng ph\u1ea5n hi\u1ec7n t\u1ea1i, hay d\u00f2ng ti\u1ec1n s\u1ebd b\u1eaft \u0111\u1ea7u d\u1ecbch chuy\u1ec3n sang nh\u1eefng nh\u00f3m ng\u00e0nh b\u1ecb b\u1ecf qu\u00ean?<\/p>\n<\/div>\n

<\/pattern> <\/defs> <\/svg> \u0110\u1ecdc ti\u1ebfp <\/a> <\/pattern> <\/defs> <\/svg> V\u1ec1 trang Ch\u1ee7 \u0111\u1ec1 <\/a> <\/p>\n<\/p><\/div>", "protected": false }, "excerpt": { "rendered": "

Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n g\u1eb7p \u00e1p l\u1ef1c \u0111i\u1ec1u ch\u1ec9nh sau k\u1ef3 ngh\u1ec9 l\u1ec5 – \u1ea2nh: QUANG \u0110\u1ecaNH Ni\u1ec1m vui kh\u00f4ng […]<\/p>", "protected": false }, "author": 1, "featured_media": 48276, "comment_status": "open", "ping_status": "open", "sticky": false, "template": "", "format": "standard", "meta": { "_acf_changed": false, "footnotes": "" }, "categories": [ 94 ], "tags": [], "class_list": [ "post-48275", "post", "type-post", "status-publish", "format-standard", "has-post-thumbnail", "hentry", "category-tin-tuc-trong-nuoc" ], "acf": [], "_links": { "self": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/48275", "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=48275" } ], "version-history": [ { "count": 0, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/48275\/revisions" } ], "wp:featuredmedia": [ { "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media\/48276" } ], "wp:attachment": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media?parent=48275" } ], "wp:term": [ { "taxonomy": "category", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/categories?post=48275" }, { "taxonomy": "post_tag", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/tags?post=48275" } ], "curies": [ { "name": "wp", "href": "https:\/\/api.w.org\/{rel}", "templated": true } ] } }