{ "id": 48297, "date": "2025-09-08T17:54:11", "date_gmt": "2025-09-08T10:54:11", "guid": { "rendered": "https:\/\/hbbgroup.net\/co-nen-mua-mwg-pph-va-phr\/" }, "modified": "2025-09-08T17:54:11", "modified_gmt": "2025-09-08T10:54:11", "slug": "co-nen-mua-mwg-pph-va-phr", "status": "publish", "type": "post", "link": "https:\/\/hbbgroup.net\/en_us\/co-nen-mua-mwg-pph-va-phr\/", "title": { "rendered": "C\u00f3 n\u00ean mua MWG, PPH v\u00e0 PHR?" }, "content": { "rendered": "
\n

C\u00f3 n\u00ean mua MWG, PPH v\u00e0 PHR?<\/p>\n

C\u00e1c c\u00f4ng ty ch\u1ee9ng kho\u00e1n (CTCK) khuy\u1ebfn ngh\u1ecb mua MWG<\/a> nh\u1edd m\u1ea3ng b\u00e1ch h\u00f3a d\u1eabn \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng trong n\u0103m 2026; mua PPH<\/a> nh\u1edd doanh nghi\u1ec7p duy tr\u00ec hi\u1ec7u su\u1ea5t \u1ed5n \u0111\u1ecbnh; t\u0103ng t\u1ef7 tr\u1ecdng PHR<\/a> v\u00ec k\u1ef3 v\u1ecdng l\u1ee3i nhu\u1eadn t\u0103ng t\u1eeb ti\u1ec1n \u0111\u1ec1n b\u00f9 \u0111\u1ea5t KCN. <\/p>\n

Mua MWG<\/span> v\u1edbi gi\u00e1 m\u1ee5c ti\u00eau 87,000 \u0111\u1ed3ng\/cp<\/p>\n

SSI<\/a> Research cho bi\u1ebft t\u1eeb th\u00e1ng 7\/2025, ch\u00ednh s\u00e1ch gi\u1ea3m 2% thu\u1ebf VAT<\/a> s\u1ebd \u0111\u01b0\u1ee3c m\u1edf r\u1ed9ng sang nhi\u1ec1u nh\u00f3m h\u00e0ng \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng. C\u1ee5 th\u1ec3, ph\u1ea1m vi \u00e1p d\u1ee5ng m\u1edbi bao g\u1ed3m \u0111i\u1ec7n tho\u1ea1i di \u0111\u1ed9ng, TV, m\u00e1y \u0111i\u1ec1u h\u00f2a d\u01b0\u1edbi 24,000 BTU<\/a> v\u00e0 nhi\u1ec1u thi\u1ebft b\u1ecb gia d\u1ee5ng kh\u00e1c. M\u00e1y \u0111i\u1ec1u h\u00f2a d\u01b0\u1edbi 24,000 BTU<\/span> c\u0169ng s\u1ebd \u0111\u01b0\u1ee3c mi\u1ec5n thu\u1ebf ti\u00eau th\u1ee5 \u0111\u1eb7c bi\u1ec7t (gi\u1ea3m t\u1eeb 10% xu\u1ed1ng 0%) t\u1eeb th\u00e1ng 1\/2026. <\/p>\n

Vi\u1ec7c n\u00e0y \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd th\u00fac \u0111\u1ea9y ti\u00eau d\u00f9ng cho c\u00e1c s\u1ea3n ph\u1ea9m c\u00f4ng ngh\u1ec7 v\u00e0 \u0111i\u1ec7n m\u00e1y c\u1ee7a CTCP \u0110\u1ea7u t\u01b0 Th\u1ebf gi\u1edbi Di \u0111\u1ed9ng (HOSE<\/a>: MWG<\/span>) trong ng\u1eafn h\u1ea1n, b\u00ean c\u1ea1nh nhu c\u1ea7u thay m\u1edbi \u0111i\u1ec7n tho\u1ea1i di \u0111\u1ed9ng. Bi\u00ean l\u1ee3i nhu\u1eadn d\u1ef1 ki\u1ebfn c\u1ea3i thi\u1ec7n nh\u1edd c\u1ea1nh tranh t\u1eeb c\u00e1c \u0111\u1ed1i th\u1ee7 tr\u00ean n\u1ec1n t\u1ea3ng th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed suy gi\u1ea3m, do c\u00e1c n\u1ec1n t\u1ea3ng n\u00e0y t\u0103ng ph\u00ed hoa h\u1ed3ng cho ng\u01b0\u1eddi b\u00e1n (v\u00e0o th\u00e1ng 4 v\u00e0 th\u00e1ng 7) v\u00e0 thay \u0111\u1ed5i v\u1ec1 ch\u00ednh s\u00e1ch thu\u1ebf \u0111\u1ed1i v\u1edbi c\u00e1c h\u1ed9 kinh doanh (t\u1eeb th\u00e1ng 7\/2025). <\/p>\n

V\u1edbi k\u1ebft qu\u1ea3 qu\u00fd 2\/2025 t\u1ed1t h\u01a1n k\u1ef3 v\u1ecdng, SSI<\/span> Research \u0111i\u1ec1u ch\u1ec9nh t\u0103ng d\u1ef1 b\u00e1o n\u0103m 2025. \u0110\u1ed3ng th\u1eddi, SSI<\/span> Research c\u0169ng \u0111\u01b0a ra d\u1ef1 b\u00e1o n\u0103m 2026, v\u1edbi \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng \u0111\u1ebfn t\u1eeb vi\u1ec7c m\u1edf r\u1ed9ng ph\u1ea1m vi \u00e1p d\u1ee5ng ch\u00ednh s\u00e1ch gi\u1ea3m 2% thu\u1ebf VAT<\/span> sang c\u00e1c s\u1ea3n ph\u1ea9m c\u00f4ng ngh\u1ec7 v\u00e0 \u0111i\u1ec7n m\u00e1y, b\u00ean c\u1ea1nh nhu c\u1ea7u thay m\u1edbi \u0111i\u1ec7n tho\u1ea1i di \u0111\u1ed9ng \u0111ang di\u1ec5n ra.<\/p>\n

<\/p>\n

\u0110\u1ed1i v\u1edbi m\u1ea3ng b\u00e1ch h\u00f3a, v\u1edbi l\u1ee3i nhu\u1eadn c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3, MWG<\/span> duy tr\u00ec chi\u1ebfn l\u01b0\u1ee3c m\u1edf r\u1ed9ng \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn trong d\u00e0i h\u1ea1n. SSI<\/span> Research cho r\u1eb1ng m\u00f4i tr\u01b0\u1eddng c\u1ea1nh tranh ng\u00e0y c\u00e0ng thu\u1eadn l\u1ee3i cho c\u00e1c nh\u00e0 b\u00e1n l\u1ebb hi\u1ec7n \u0111\u1ea1i m\u1edf r\u1ed9ng quy m\u00f4, \u0111\u1eb7c bi\u1ec7t trong b\u1ed1i c\u1ea3nh c\u00e1c c\u1eeda h\u00e0ng b\u00e1ch h\u00f3a truy\u1ec1n th\u1ed1ng nh\u1ecf l\u1ebb \u0111ang g\u1eb7p kh\u00f3 kh\u0103n. Vi\u1ec7c \u00e1p d\u1ee5ng ch\u00ednh s\u00e1ch thu\u1ebf d\u1ef1a tr\u00ean doanh thu \u0111\u1ed1i v\u1edbi c\u00e1c h\u1ed9 kinh doanh gia \u0111\u00ecnh g\u1ea7n \u0111\u00e2y \u0111\u00e3 t\u1ea1o ra nhi\u1ec1u r\u00e0o c\u1ea3n tu\u00e2n th\u1ee7, th\u00fac \u0111\u1ea9y xu h\u01b0\u1edbng chuy\u1ec3n d\u1ecbch l\u01b0u l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng sang c\u00e1c m\u00f4 h\u00ecnh b\u00e1n l\u1ebb hi\u1ec7n \u0111\u1ea1i. <\/p>\n

C\u00f4ng ty hi\u1ec7n c\u00f3 k\u1ebf ho\u1ea1ch m\u1edf 600 c\u1eeda h\u00e0ng trong n\u0103m 2025 (t\u0103ng t\u1eeb k\u1ebf ho\u1ea1ch ban \u0111\u1ea7u l\u00e0 400 c\u1eeda h\u00e0ng) v\u00e0 1,000 c\u1eeda h\u00e0ng trong n\u0103m 2026. \u0110\u00e1ng ch\u00fa \u00fd, 50% s\u1ed1 c\u1eeda h\u00e0ng m\u1edbi s\u1ebd t\u1eadp trung t\u1ea1i c\u00e1c t\u1ec9nh mi\u1ec1n Trung. Ban l\u00e3nh \u0111\u1ea1o c\u0169ng cho bi\u1ebft \u0111ang xem x\u00e9t m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng ra c\u00e1c t\u1ec9nh mi\u1ec1n B\u1eafc v\u00e0o cu\u1ed1i n\u0103m 2026. SSI<\/span> Research cho r\u1eb1ng th\u1ecb tr\u01b0\u1eddng mi\u1ec1n B\u1eafc c\u00f3 ti\u1ec1m n\u0103ng, \u0111\u1eb7c bi\u1ec7t sau khi H\u00e0 N\u1ed9i c\u00f4ng b\u1ed1 vi\u1ec7c \u0111\u00f3ng c\u1eeda c\u00e1c ch\u1ee3 t\u1ef1 ph\u00e1t ho\u1ea1t \u0111\u1ed9ng gi\u1ebft m\u1ed5 gia c\u1ea7m v\u00e0 gia s\u00fac nh\u1ecf l\u1ebb v\u00e0o th\u00e1ng 8\/2025. Tuy nhi\u00ean, s\u1ef1 hi\u1ec7n di\u1ec7n m\u1ea1nh m\u1ebd c\u1ee7a Winmart t\u1ea1i khu v\u1ef1c mi\u1ec1n B\u1eafc s\u1ebd l\u00e0 th\u00e1ch th\u1ee9c \u0111\u00e1ng k\u1ec3 \u0111\u1ed1i v\u1edbi MWG<\/span> trong giai \u0111o\u1ea1n \u0111\u1ea7u ph\u00e1t tri\u1ec3n th\u1ecb tr\u01b0\u1eddng. <\/p>\n

SSI<\/span> Research gi\u1ea3 \u0111\u1ecbnh MWG<\/span> s\u1ebd m\u1edf t\u1eeb 600\u20131,000 c\u1eeda h\u00e0ng m\u1edbi trong giai \u0111o\u1ea1n 2025\u20132026, ph\u00f9 h\u1ee3p v\u1edbi k\u1ebf ho\u1ea1ch c\u1ee7a Ban l\u00e3nh \u0111\u1ea1o. Vi\u1ec7c m\u1edf r\u1ed9ng n\u00e0y d\u1ef1 ki\u1ebfn s\u1ebd t\u00e1c \u0111\u1ed9ng t\u00edch c\u1ef1c \u0111\u1ebfn d\u1ef1 b\u00e1o doanh thu v\u00e0 l\u1ee3i nhu\u1eadn r\u00f2ng c\u1ee7a SSI<\/span> Research.<\/p>\n

<\/p>\n

Nh\u00ecn chung, sau k\u1ebft qu\u1ea3 qu\u00fd 2\/2025 cao h\u01a1n d\u1ef1 ki\u1ebfn, SSI<\/span> Research \u0111i\u1ec1u ch\u1ec9nh d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn r\u00f2ng n\u0103m 2025 c\u1ee7a MWG<\/span> l\u00ean 5.83 ng\u00e0n t\u1ef7 \u0111\u1ed3ng (t\u0103ng 56% so v\u1edbi n\u0103m tr\u01b0\u1edbc, t\u1eeb 5.56 ng\u00e0n t\u1ef7 \u0111\u1ed3ng). SSI<\/span> Research c\u0169ng d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn r\u00f2ng n\u0103m 2026 \u0111\u1ea1t 6.88 ng\u00e0n t\u1ef7 \u0111\u1ed3ng, t\u0103ng 18%, \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi: T\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn m\u1ea3ng s\u1ea3n ph\u1ea9m c\u00f4ng ngh\u1ec7 v\u00e0 \u0111i\u1ec7n m\u00e1y v\u1eeba ph\u1ea3i, nh\u1edd chu k\u1ef3 thay m\u1edbi \u0111i\u1ec7n tho\u1ea1i v\u00e0 nhu c\u1ea7u c\u1ea3i thi\u1ec7n khi gi\u1ea3m 2% thu\u1ebf VAT<\/span> (t\u1eeb th\u00e1ng 7\/2025); \u0110\u1ed9ng l\u1ef1c th\u00fac \u0111\u1ea9y t\u0103ng tr\u01b0\u1edfng ch\u00ednh \u0111\u1ebfn t\u1eeb m\u1ea3ng b\u00e1ch h\u00f3a nh\u1edd m\u1edf r\u1ed9ng m\u1ea1ng l\u01b0\u1edbi c\u1eeda h\u00e0ng v\u00e0 c\u1ea3i thi\u1ec7n hi\u1ec7u qu\u1ea3 ho\u1ea1t \u0111\u1ed9ng c\u1ee7a c\u00e1c c\u1eeda h\u00e0ng hi\u1ec7n h\u1eefu. <\/p>\n

SSI<\/span> Research k\u1ef3 v\u1ecdng chu\u1ed7i c\u1eeda h\u00e0ng b\u00e1ch h\u00f3a s\u1ebd \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t cho MWG<\/span> trong d\u00e0i h\u1ea1n, trong khi m\u1ea3ng s\u1ea3n ph\u1ea9m c\u00f4ng ngh\u1ec7 v\u00e0 \u0111i\u1ec7n m\u00e1y s\u1ebd duy tr\u00ec t\u0103ng tr\u01b0\u1edfng v\u1eeba ph\u1ea3i do m\u1ee9c \u0111\u1ed9 th\u00e2m nh\u1eadp th\u01b0\u01a1ng m\u1ea1i hi\u1ec7n \u0111\u1ea1i \u0111\u00e3 cao (kho\u1ea3ng 80%).<\/p>\n

Theo \u0111\u00f3, SSI<\/span> Research khuy\u1ebfn ngh\u1ecb mua MWG<\/span> v\u1edbi gi\u00e1 m\u1ee5c ti\u00eau 87,000 \u0111\u1ed3ng\/cp. <\/p>\n

Xem th\u00eam t\u1ea1i \u0111\u00e2y<\/a><\/p>\n

Mua PPH<\/span> v\u1edbi gi\u00e1 m\u1ee5c ti\u00eau 38,500 \u0111\u1ed3ng\/cp <\/p>\n

CTCK Mirae Asset (MAS<\/a>) cho bi\u1ebft T\u1ed5ng CTCP Phong Ph\u00fa (UPCoM: PPH<\/span>) l\u00e0 m\u1ed9t doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t h\u00e0ng d\u1ec7t may t\u1ea1i mi\u1ec1n Nam Vi\u1ec7t Nam. Sau m\u1ed9t v\u00e0i n\u0103m t\u00e1i c\u1ea5u tr\u00fac, PPH<\/span> hi\u1ec7n t\u1eadp trung v\u00e0o hai m\u1ea3ng: s\u1ee3i v\u00e0 h\u00e0ng d\u1ec7t gia d\u1ee5ng. C\u00f4ng ty h\u1ee3p t\u00e1c ch\u1eb7t ch\u1ebd v\u1edbi T\u1eadp \u0111o\u00e0n Coats trong s\u1ea3n xu\u1ea5t s\u1ee3i, \u0111\u1eb7c bi\u1ec7t l\u00e0 s\u1ee3i ch\u1ec9 may. PPH<\/span> c\u0169ng s\u1ea3n xu\u1ea5t c\u00e1c lo\u1ea1i s\u1ee3i d\u1ec7t, \u0111an v\u1edbi nhi\u1ec1u t\u00ednh n\u0103ng kh\u00e1c nhau (nh\u01b0 s\u1ee3i Siro, s\u1ee3i cotton v\u00e0 s\u1ee3i polyester). \u0110\u1ed1i v\u1edbi h\u00e0ng d\u1ec7t gia d\u1ee5ng, s\u1ea3n ph\u1ea9m ch\u00ednh c\u1ee7a PPH<\/span> l\u00e0 m\u1eb7t h\u00e0ng kh\u0103n. <\/p>\n

PPH<\/span> c\u00f3 l\u1ee3i th\u1ebf t\u1ed1t trong m\u1ea3ng s\u1ee3i, nh\u1edd h\u1ee3p t\u00e1c v\u1edbi Coats (th\u00f4ng qua C\u00f4ng ty TNHH Coats Phong Ph\u00fa v\u00e0 l\u00e0 c\u00f4ng ty Vi\u1ec7t Nam duy nh\u1ea5t cung c\u1ea5p s\u1ee3i ch\u1ec9 may cho Coats tr\u00ean to\u00e0n c\u1ea7u). PPH<\/span> c\u0169ng \u0111ang t\u00edch c\u1ef1c n\u00e2ng cao n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t kh\u0103n v\u00e0 m\u1edf r\u1ed9ng danh m\u1ee5c s\u1ea3n ph\u1ea9m d\u1ec7t gia d\u1ee5ng. Trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, c\u00f4ng ty \u0111\u00e3 ch\u1ee9ng ki\u1ebfn s\u1ef1 c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3 v\u1ec1 l\u1ee3i nhu\u1eadn, \u0111\u1ed3ng th\u1eddi duy tr\u00ec ch\u00ednh s\u00e1ch tr\u1ea3 c\u1ed5 t\u1ee9c b\u1eb1ng ti\u1ec1n m\u1eb7t nh\u1ea5t qu\u00e1n, c\u00f9ng v\u1edbi c\u00e1c ho\u1ea1t \u0111\u1ed9ng t\u00e1i c\u1ea5u tr\u00fac. Ngo\u00e0i ra, PPH<\/span> ch\u1ec9 ph\u1ea3i n\u1ed9p m\u1ee9c thu\u1ebf TNDN r\u1ea5t th\u1ea5p, nh\u1edd c\u00e1c \u01b0u \u0111\u00e3i c\u1ee7a ch\u00ednh quy\u1ec1n \u0111\u1ecba ph\u01b0\u01a1ng. V\u1edbi n\u1ec1n t\u1ea3ng v\u1eefng ch\u1eafc, MAS<\/span> tin r\u1eb1ng PPH<\/span> s\u1ebd kh\u00f4ng ch\u1ec9 duy tr\u00ec \u0111\u01b0\u1ee3c l\u1ee3i nhu\u1eadn m\u00e0 c\u00f2n ph\u00e1t tri\u1ec3n th\u1ecbnh v\u01b0\u1ee3ng trong t\u01b0\u01a1ng lai. <\/p>\n

Trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025, t\u1ed5ng doanh thu c\u1ee7a PPH<\/span> t\u0103ng 15.5% so v\u1edbi c\u00f9ng k\u1ef3, l\u00ean 1,207 t\u1ef7 \u0111\u1ed3ng. T\u1ef7 su\u1ea5t l\u1ee3i nhu\u1eadn g\u1ed9p duy tr\u00ec kho\u1ea3ng 19.7% v\u00e0 l\u1ee3i nhu\u1eadn g\u1ed9p \u0111\u1ea1t 237.8 t\u1ef7 \u0111\u1ed3ng. L\u1ee3i nhu\u1eadn t\u1eeb c\u00f4ng ty li\u00ean k\u1ebft c\u1ea3i thi\u1ec7n l\u00ean 189.8 t\u1ef7 \u0111\u1ed3ng (t\u0103ng 9%). Trong \u0111\u00f3, l\u1ee3i nhu\u1eadn t\u1eeb Coats Phong Ph\u00fa t\u0103ng 8.5%, l\u00ean 181.8 t\u1ef7 \u0111\u1ed3ng. L\u1ee3i nhu\u1eadn ho\u1ea1t \u0111\u1ed9ng v\u00e0 l\u00e3i sau thu\u1ebf n\u1eeda \u0111\u1ea7u n\u0103m c\u1ee7a PPH<\/span> l\u1ea7n l\u01b0\u1ee3t \u0111\u1ea1t 218 t\u1ef7 \u0111\u1ed3ng v\u00e0 215.2 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 18.2% v\u00e0 19.1%.<\/p>\n

M\u1eb7c d\u00f9 PPH<\/span> ghi nh\u1eadn hi\u1ec7u su\u1ea5t \u1ed5n \u0111\u1ecbnh trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025, nh\u01b0ng MAS<\/span> v\u1eabn duy tr\u00ec d\u1ef1 ph\u00f3ng n\u0103m 2025 c\u1ee7a c\u00f4ng ty, v\u00ec nhu c\u1ea7u d\u1ec7t may 6 th\u00e1ng cu\u1ed1i n\u0103m t\u1ea1i th\u1ecb tr\u01b0\u1eddng M\u1ef9 c\u00f3 th\u1ec3 th\u1ea5p h\u01a1n so v\u1edbi giai \u0111o\u1ea1n \u0111\u1ea7u n\u0103m. Trong k\u1ecbch b\u1ea3n c\u01a1 s\u1edf, MAS<\/span> d\u1ef1 b\u00e1o doanh thu n\u0103m 2025 \u1edf m\u1ee9c 2,251 t\u1ef7 \u0111\u1ed3ng (t\u0103ng 0.6% so v\u1edbi n\u0103m tr\u01b0\u1edbc). Theo \u0111\u00f3, l\u1ee3i nhu\u1eadn ho\u1ea1t \u0111\u1ed9ng v\u00e0 l\u00e3i sau thu\u1ebf n\u0103m 2025 d\u1ef1 ki\u1ebfn l\u1ea7n l\u01b0\u1ee3t l\u00e0 378.1 t\u1ef7 \u0111\u1ed3ng v\u00e0 374.3 t\u1ef7 \u0111\u1ed3ng, gi\u1ea3m 0.3% v\u00e0 1.6%. <\/p>\n

\n

D\u1ef1 ph\u00f3ng k\u1ebft qu\u1ea3 kinh doanh c\u1ee7a PPH<\/span><\/p>\n

<\/div>\n

MAS<\/span> \u0111\u00e3 s\u1eed d\u1ee5ng ph\u01b0\u01a1ng ph\u00e1p chi\u1ebft kh\u1ea5u d\u00f2ng ti\u1ec1n t\u1ef1 do cho doanh nghi\u1ec7p (FCFF) \u0111\u1ec3 x\u00e1c \u0111\u1ecbnh gi\u00e1 tr\u1ecb n\u1ed9i t\u1ea1i c\u1ee7a PPH<\/span>, v\u1edbi m\u1ed9t s\u1ed1 gi\u1ea3 \u0111\u1ecbnh ch\u00ednh: t\u1ef7 su\u1ea5t l\u1ee3i nhu\u1eadn y\u00eau c\u1ea7u 15%; t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n sau n\u0103m 2035 l\u00e0 0%; v\u00e0 gi\u1ea3 \u0111\u1ecbnh PPH<\/span> s\u1ebd t\u0103ng d\u1ea7n quy m\u00f4 lao \u0111\u1ed9ng v\u00e0 n\u0103ng su\u1ea5t qua c\u00e1c n\u0103m. Theo \u0111\u00f3, MAS<\/span> khuy\u1ebfn ngh\u1ecb mua PPH<\/span> v\u1edbi gi\u00e1 m\u1ee5c ti\u00eau 38,500 \u0111\u1ed3ng\/cp.<\/p>\n

Xem th\u00eam t\u1ea1i \u0111\u00e2y<\/a><\/p>\n

T\u0103ng t\u1ef7 tr\u1ecdng PHR<\/span> v\u1edbi gi\u00e1 m\u1ee5c ti\u00eau 63,000 \u0111\u1ed3ng\/cp <\/p>\n

CTCK Agribank<\/a> (Agriseco) d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn sau thu\u1ebf n\u0103m 2025 c\u1ee7a PHR<\/span> s\u1ebd t\u0103ng tr\u01b0\u1edfng so v\u1edbi 2024 nh\u1edd ghi nh\u1eadn (1) L\u1ee3i nhu\u1eadn kh\u00e1c t\u1eeb ti\u1ec1n \u0111\u1ec1n b\u00f9 \u0111\u1ea5t l\u00e0m d\u1ef1 \u00e1n KCN VSIP III, B\u1eafc T\u00e2n Uy\u00ean 1 v\u00e0 cao t\u1ed1c TP. HCM<\/span> \u2013 Th\u1ee7 D\u1ea7u M\u1ed9t \u2013 Ch\u01a1n Th\u00e0nh. D\u1ef1 \u00e1n KCN B\u1eafc T\u00e2n Uy\u00ean 1 (785ha) \u0111\u00e3 nh\u1eadn \u0111\u01b0\u1ee3c quy\u1ebft \u0111\u1ecbnh ch\u1ea5p thu\u1eadn ch\u1ee7 tr\u01b0\u01a1ng \u0111\u1ea7u t\u01b0 d\u1ef1 \u00e1n KCN c\u01a1 kh\u00ed do Thaco l\u00e0m ch\u1ee7 \u0111\u1ea7u t\u01b0. <\/p>\n

Do \u0111\u00f3, Agriseco k\u1ef3 v\u1ecdng PHR<\/span> s\u1ebd nh\u1eadn \u0111\u01b0\u1ee3c ti\u1ec1n b\u1ed3i th\u01b0\u1eddng b\u00e0n giao \u0111\u1ea5t d\u1ef1 \u00e1n s\u1edbm h\u01a1n; (2) Thu nh\u1eadp t\u1eeb c\u1ed5 t\u1ee9c v\u00e0 l\u1ee3i nhu\u1eadn \u0111\u01b0\u1ee3c chia t\u1eeb vi\u1ec7c cho thu\u00ea KCN Nam T\u00e2n Uy\u00ean 3; (3) M\u1ea3ng cao su k\u1ef3 v\u1ecdng t\u0103ng nh\u1edd gi\u00e1 b\u00e1n cao su t\u0103ng 10 \u2013 15% so v\u1edbi b\u00ecnh qu\u00e2n 2024. <\/p>\n

Hi\u1ec7n nay, PHR<\/span> c\u00f2n kho\u1ea3ng 34ha t\u1ea1i KCN T\u00e2n B\u00ecnh cho thu\u00ea v\u1edbi t\u1ef7 l\u1ec7 l\u1ea5p \u0111\u1ea7y 86% v\u00e0 c\u00e1c d\u1ef1 \u00e1n KCN m\u1edbi nh\u01b0 KCN T\u00e2n L\u1eadp 1 (200ha) v\u00e0 KCN T\u00e2n B\u00ecnh m\u1edf r\u1ed9ng (1,000ha) \u0111ang xin ph\u00ea duy\u1ec7t c\u1ee7a Ch\u00ednh ph\u1ee7 v\u00e0 d\u1ef1 ki\u1ebfn s\u1ebd tri\u1ec3n khai giai \u0111o\u1ea1n 2025 \u2013 2027. PHR<\/span> c\u0169ng \u0111ang m\u1edf r\u1ed9ng 3 KCN m\u1edbi: H\u1ed9i Ngh\u0129a 715ha, B\u00ecnh M\u1ef9 1,000ha, T\u00e2n Th\u00e0nh 316ha.<\/p>\n

C\u00e1c d\u1ef1 \u00e1n KCN g\u1ed1i \u0111\u1ea7u k\u1ef3 v\u1ecdng s\u1ebd \u0111\u00f3ng g\u00f3p t\u0103ng tr\u01b0\u1edfng cho PHR<\/span> trong trung v\u00e0 d\u00e0i h\u1ea1n nh\u1edd gi\u00e1 thu\u00ea ti\u1ebfp t\u1ee5c t\u0103ng v\u00e0 nhu c\u1ea7u \u0111\u1ea7u t\u01b0 l\u1edbn t\u1ea1i B\u00ecnh D\u01b0\u01a1ng. B\u00ean c\u1ea1nh \u0111\u00f3, PHR<\/span> d\u1ef1 ki\u1ebfn s\u1ebd ghi nh\u1eadn kho\u1ea3n ti\u1ec1n \u0111\u1ec1n b\u00f9 \u0111\u1ea5t cao su chuy\u1ec3n sang KCN l\u1edbn giai \u0111o\u1ea1n 2025 \u2013 2050 khi C\u00f4ng ty \u0111ang \u0111\u1ea9y m\u1ea1nh chuy\u1ec3n \u0111\u1ed5i sang \u0111\u1ea5t c\u00f4ng nghi\u1ec7p. <\/p>\n

Nh\u00ecn chung, k\u1ef3 v\u1ecdng m\u1ea3ng cao su duy tr\u00ec t\u0103ng tr\u01b0\u1edfng, l\u1ee3i nhu\u1eadn cho thu\u1ebf d\u1ef1 \u00e1n NTU 3 v\u00e0 thu nh\u1eadp t\u1eeb \u0111\u1ec1n b\u00f9 \u0111\u1ea5t KCN s\u1ebd l\u00e0 c\u00e1c \u0111\u1ed9ng l\u1ef1c th\u00fac \u0111\u1ea9y k\u1ebft qu\u1ea3 kinh doanh c\u1ee7a PHR<\/span> t\u0103ng tr\u01b0\u1edfng trong giai \u0111o\u1ea1n 2025 – 2026. B\u00ean c\u1ea1nh \u0111\u00f3, tri\u1ec3n v\u1ecdng d\u00e0i h\u1ea1n \u0111\u1ebfn t\u1eeb c\u00e1c d\u1ef1 \u00e1n T\u00e2n L\u1eadp 1 v\u00e0 T\u00e2n B\u00ecnh m\u1edf r\u1ed9ng t\u1ea1i B\u00ecnh D\u01b0\u01a1ng d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u00f3ng g\u00f3p v\u00e0o k\u1ebft qu\u1ea3 kinh doanh c\u1ee7a PHR<\/span> trong 3- 5 n\u0103m t\u1edbi. PHR<\/span> c\u0169ng duy tr\u00ec ch\u00ednh s\u00e1ch tr\u1ea3 c\u1ed5 t\u1ee9c ti\u1ec1n m\u1eb7t t\u1ef7 l\u1ec7 13 \u2013 15%\/n\u0103m. \u0110\u1eb7c bi\u1ec7t, c\u1ed5 phi\u1ebfu PHR<\/span> hi\u1ec7n \u0111ang giao d\u1ecbch v\u1edbi P\/B 1.9x l\u1ea7n, th\u1ea5p h\u01a1n b\u00ecnh qu\u00e2n 5 n\u0103m qu\u00e1 kh\u1ee9 (2.1x). <\/p>\n

Do \u0111\u00f3, Agriseco khuy\u1ebfn ngh\u1ecb t\u0103ng t\u1ef7 tr\u1ecdng c\u1ed5 phi\u1ebfu PHR<\/span> v\u1edbi gi\u00e1 m\u1ee5c ti\u00eau l\u00e0 63,000 \u0111\/cp. <\/p>\n

Xem th\u00eam t\u1ea1i \u0111\u00e2y<\/a><\/p>\n

Th\u01b0\u1ee3ng Ng\u1ecdc<\/a><\/p>\n

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

– 10:00 08\/09\/2025<\/p>\n<\/p><\/div>", "protected": false }, "excerpt": { "rendered": "

C\u00f3 n\u00ean mua MWG, PPH v\u00e0 PHR? C\u00e1c c\u00f4ng ty ch\u1ee9ng kho\u00e1n (CTCK) khuy\u1ebfn ngh\u1ecb mua MWG nh\u1edd m\u1ea3ng b\u00e1ch […]<\/p>", "protected": false }, "author": 1, "featured_media": 48298, "comment_status": "open", "ping_status": "open", "sticky": false, "template": "", "format": "standard", "meta": { "_acf_changed": false, "footnotes": "" }, "categories": [ 229 ], "tags": [], "class_list": [ "post-48297", "post", "type-post", "status-publish", "format-standard", "has-post-thumbnail", "hentry", "category-y-kien-chuyen-gia" ], "acf": [], "_links": { "self": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/48297", "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=48297" } ], "version-history": [ { "count": 0, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/48297\/revisions" } ], "wp:featuredmedia": [ { "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media\/48298" } ], "wp:attachment": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media?parent=48297" } ], "wp:term": [ { "taxonomy": "category", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/categories?post=48297" }, { "taxonomy": "post_tag", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/tags?post=48297" } ], "curies": [ { "name": "wp", "href": "https:\/\/api.w.org\/{rel}", "templated": true } ] } }