{ "id": 63792, "date": "2026-03-19T09:17:53", "date_gmt": "2026-03-19T02:17:53", "guid": { "rendered": "https:\/\/hbbgroup.net\/co-phieu-ha-do-hdg-o-dinh-gia-tu-dau-nam-van-duoc-khuyen-nghi-mua-ky-vong-tang-hon-26-nho-dau\/" }, "modified": "2026-03-19T09:17:53", "modified_gmt": "2026-03-19T02:17:53", "slug": "co-phieu-ha-do-hdg-o-dinh-gia-tu-dau-nam-van-duoc-khuyen-nghi-mua-ky-vong-tang-hon-26-nho-dau", "status": "publish", "type": "post", "link": "https:\/\/hbbgroup.net\/en_us\/co-phieu-ha-do-hdg-o-dinh-gia-tu-dau-nam-van-duoc-khuyen-nghi-mua-ky-vong-tang-hon-26-nho-dau\/", "title": { "rendered": "C\u1ed5 phi\u1ebfu H\u00e0 \u0110\u00f4 (HDG) \u1edf \u0111\u1ec9nh gi\u00e1 t\u1eeb \u0111\u1ea7u n\u0103m v\u1eabn \u0111\u01b0\u1ee3c khuy\u1ebfn ngh\u1ecb mua, k\u1ef3 v\u1ecdng t\u0103ng h\u01a1n 26% nh\u1edd \u0111\u00e2u?" }, "content": { "rendered": "
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Theo b\u00e1o c\u00e1o c\u1eadp nh\u1eadt, BSC \u0111\u00e1nh gi\u00e1 cao s\u1ef1 c\u1ea3i thi\u1ec7n m\u1ea1nh m\u1ebd trong hi\u1ec7u qu\u1ea3 ho\u1ea1t \u0111\u1ed9ng c\u1ee7a H\u00e0 \u0110\u00f4, \u0111\u1eb7c bi\u1ec7t trong qu\u00fd IV\/2025. Doanh thu \u0111\u1ea1t 885 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 18% so v\u1edbi c\u00f9ng k\u1ef3, trong khi l\u1ee3i nhu\u1eadn sau thu\u1ebf thu\u1ed9c c\u1ed5 \u0111\u00f4ng c\u00f4ng ty m\u1eb9 \u0111\u1ea1t 284 t\u1ef7 \u0111\u1ed3ng, t\u0103ng v\u1ecdt 154%. L\u0169y k\u1ebf c\u1ea3 n\u0103m 2025, doanh thu \u0111\u1ea1t 2.786 t\u1ef7 \u0111\u1ed3ng, t\u0103ng nh\u1eb9 3%, nh\u01b0ng l\u1ee3i nhu\u1eadn sau thu\u1ebf t\u0103ng h\u01a1n g\u1ea5p \u0111\u00f4i l\u00ean 706 t\u1ef7 \u0111\u1ed3ng, ph\u1ea3n \u00e1nh r\u00f5 n\u00e9t s\u1ef1 c\u1ea3i thi\u1ec7n v\u1ec1 bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 t\u1ed1i \u01b0u chi ph\u00ed. <\/p>\n

\u0110\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng trong n\u0103m qua \u0111\u1ebfn t\u1eeb s\u1ef1 kh\u1edfi s\u1eafc c\u1ee7a m\u1ea3ng n\u0103ng l\u01b0\u1ee3ng khi \u0111i\u1ec1u ki\u1ec7n th\u1ee7y v\u0103n thu\u1eadn l\u1ee3i, c\u00f9ng v\u1edbi s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a ho\u1ea1t \u0111\u1ed9ng cho thu\u00ea b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u00e0 kh\u00e1ch s\u1ea1n nh\u1edd du l\u1ecbch t\u0103ng tr\u01b0\u1edfng tr\u1edf l\u1ea1i. \u0110\u00e1ng ch\u00fa \u00fd, chi ph\u00ed qu\u1ea3n l\u00fd doanh nghi\u1ec7p gi\u1ea3m m\u1ea1nh do kh\u00f4ng c\u00f2n ph\u00e1t sinh kho\u1ea3n tr\u00edch l\u1eadp d\u1ef1 ph\u00f2ng l\u1edbn li\u00ean quan \u0111\u1ebfn d\u1ef1 \u00e1n \u0111i\u1ec7n m\u1eb7t tr\u1eddi H\u1ed3ng Phong 4 nh\u01b0 n\u0103m tr\u01b0\u1edbc, qua \u0111\u00f3 g\u00f3p ph\u1ea7n th\u00fac \u0111\u1ea9y l\u1ee3i nhu\u1eadn. <\/p>\n

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Ngu\u1ed3n: BSC<\/p>\n<\/figcaption><\/figure>\n

B\u01b0\u1edbc sang giai \u0111o\u1ea1n 2026\u20132027, H\u00e0 \u0110\u00f4 \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng b\u01b0\u1edbc v\u00e0o chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi, v\u1edbi b\u1ea5t \u0111\u1ed9ng s\u1ea3n th\u01b0\u01a1ng m\u1ea1i \u0111\u00f3ng vai tr\u00f2 d\u1eabn d\u1eaft. Trong \u0111\u00f3, d\u1ef1 \u00e1n Charm Villas giai \u0111o\u1ea1n 3 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o mang v\u1ec1 h\u01a1n 1.000 t\u1ef7 \u0111\u1ed3ng doanh thu v\u00e0 kho\u1ea3ng 407 t\u1ef7 \u0111\u1ed3ng l\u1ee3i nhu\u1eadn ngay trong n\u0103m 2026 nh\u1edd l\u1ee3i th\u1ebf gi\u00e1 v\u1ed1n th\u1ea5p. Tuy nhi\u00ean, ho\u1ea1t \u0111\u1ed9ng b\u00e1n h\u00e0ng trong n\u1eeda \u0111\u1ea7u n\u0103m c\u00f3 th\u1ec3 ch\u1ecbu \u00e1p l\u1ef1c do m\u1eb7t b\u1eb1ng l\u00e3i su\u1ea5t v\u1eabn \u1edf m\u1ee9c cao, tr\u01b0\u1edbc khi c\u1ea3i thi\u1ec7n v\u00e0o giai \u0111o\u1ea1n cu\u1ed1i n\u0103m. <\/p>\n

Song song, d\u1ef1 \u00e1n Minh Long t\u1ea1i khu v\u1ef1c m\u1eb7t ti\u1ec1n \u0111\u01b0\u1eddng Ph\u1ea1m V\u0103n \u0110\u1ed3ng (TP. Th\u1ee7 \u0110\u1ee9c c\u0169) \u0111ang d\u1ea7n ho\u00e0n thi\u1ec7n ph\u00e1p l\u00fd. V\u1edbi quy m\u00f4 2,7 ha, t\u1ed5ng m\u1ee9c \u0111\u1ea7u t\u01b0 kho\u1ea3ng 4.500 t\u1ef7 \u0111\u1ed3ng, d\u1ef1 \u00e1n d\u1ef1 ki\u1ebfn cung c\u1ea5p kho\u1ea3ng 1.400 c\u0103n h\u1ed9 c\u00f9ng 30 s\u1ea3n ph\u1ea9m th\u1ea5p t\u1ea7ng, \u0111\u01b0\u1ee3c xem l\u00e0 ngu\u1ed3n l\u1ee3i nhu\u1eadn d\u00e0i h\u1ea1n quan tr\u1ecdng cho doanh nghi\u1ec7p sau n\u0103m 2028. <\/p>\n

\u1ede m\u1ea3ng n\u0103ng l\u01b0\u1ee3ng, H\u00e0 \u0110\u00f4 ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t v\u1edbi c\u00e1c d\u1ef1 \u00e1n th\u1ee7y \u0111i\u1ec7n nh\u01b0 S\u01a1n Nham v\u00e0 S\u01a1n Linh, d\u1ef1 ki\u1ebfn \u0111i v\u00e0o v\u1eadn h\u00e0nh t\u1eeb cu\u1ed1i n\u0103m 2026, \u0111\u1ed3ng th\u1eddi b\u1ed5 sung ngu\u1ed3n thu t\u1eeb nh\u00e0 m\u00e1y La Tr\u1ecdng. D\u1ef1 \u00e1n \u0111i\u1ec7n m\u1eb7t tr\u1eddi H\u1ed3ng Phong 4 c\u0169ng \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng c\u1ea3i thi\u1ec7n d\u00f2ng ti\u1ec1n sau khi ho\u00e0n t\u1ea5t k\u00fd k\u1ebft h\u1ee3p \u0111\u1ed3ng mua b\u00e1n \u0111i\u1ec7n m\u1edbi. Tuy v\u1eady, y\u1ebfu t\u1ed1 th\u1eddi ti\u1ebft v\u1eabn l\u00e0 r\u1ee7i ro \u0111\u00e1ng l\u01b0u \u00fd khi kh\u1ea3 n\u0103ng quay l\u1ea1i chu k\u1ef3 El Nino c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn s\u1ea3n l\u01b0\u1ee3ng th\u1ee7y \u0111i\u1ec7n. <\/p>\n

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<\/p>

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C\u1ed5 phi\u1ebfu HDG hi\u1ec7n \u0111ang n\u1eb1m \u1edf v\u00f9ng gi\u00e1 cao nh\u1ea5t k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m.<\/p>\n<\/figcaption><\/figure>\n

Theo d\u1ef1 ph\u00f3ng c\u1ee7a BSC, n\u0103m 2026 doanh thu c\u1ee7a H\u00e0 \u0110\u00f4 c\u00f3 th\u1ec3 \u0111\u1ea1t 3.194 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 15%, trong khi l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 1.088 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 54%. Sang n\u0103m 2027, l\u1ee3i nhu\u1eadn d\u1ef1 ki\u1ebfn ti\u1ebfp t\u1ee5c t\u0103ng l\u00ean 1.263 t\u1ef7 \u0111\u1ed3ng, t\u01b0\u01a1ng \u1ee9ng m\u1ee9c t\u0103ng 16%, nh\u1edd \u0111\u1ea9y m\u1ea1nh b\u00e0n giao b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u00e0 c\u1ea3i thi\u1ec7n hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh. <\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, vi\u1ec7c \u0111i\u1ec1u ch\u1ec9nh ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ecbnh gi\u00e1 \u0111\u1ed1i v\u1edbi d\u1ef1 \u00e1n Minh Long \u0111\u00e3 gi\u00fap n\u00e2ng \u0111\u00e1ng k\u1ec3 gi\u00e1 tr\u1ecb doanh nghi\u1ec7p, qua \u0111\u00f3 \u0111\u01b0a gi\u00e1 m\u1ee5c ti\u00eau c\u1ed5 phi\u1ebfu l\u00ean 36.000 \u0111\u1ed3ng. \u1ede m\u1ee9c \u0111\u1ecbnh gi\u00e1 hi\u1ec7n t\u1ea1i, HDG \u0111ang giao d\u1ecbch v\u1edbi P\/E forward kho\u1ea3ng 9,7 l\u1ea7n, th\u1ea5p h\u01a1n m\u1ee9c trung b\u00ecnh 5 n\u0103m, cho th\u1ea5y d\u01b0 \u0111\u1ecba t\u0103ng tr\u01b0\u1edfng v\u1eabn c\u00f2n trong trung h\u1ea1n. <\/p>\n

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M\u1eb9 c\u1ee7a CEO H\u00e0 \u0110\u00f4 chi tr\u0103m t\u1ef7 \u0111\u1ed3ng “gom” c\u1ed5 phi\u1ebfu HDG<\/i><\/b><\/p>\n

B\u00e0 Nguy\u1ec5n Th\u1ecb Thu H\u00e0 ng\u01b0\u1eddi c\u00f3 li\u00ean quan \u0111\u1ebfn l\u00e3nh \u0111\u1ea1o CTCP T\u1eadp \u0111o\u00e0n H\u00e0 \u0110\u00f4 (HDG) v\u1eeba \u0111\u0103ng k\u00fd mua 5 tri\u1ec7u c\u1ed5 phi\u1ebfu HDG nh\u1eb1m t\u0103ng t\u1ef7 l\u1ec7 s\u1edf h\u1eefu. Giao d\u1ecbch d\u1ef1 ki\u1ebfn di\u1ec5n ra t\u1eeb ng\u00e0y 16\/3 \u0111\u1ebfn 14\/4\/2026, th\u00f4ng qua ph\u01b0\u01a1ng th\u1ee9c kh\u1edbp l\u1ec7nh ho\u1eb7c th\u1ecfa thu\u1eadn.<\/i><\/p>\n

Hi\u1ec7n b\u00e0 H\u00e0 ch\u01b0a n\u1eafm gi\u1eef c\u1ed5 phi\u1ebfu HDG<\/a>. N\u1ebfu ho\u00e0n t\u1ea5t th\u01b0\u01a1ng v\u1ee5, b\u00e0 s\u1ebd s\u1edf h\u1eefu kho\u1ea3ng 1,35% v\u1ed1n \u0111i\u1ec1u l\u1ec7 t\u1ea1i doanh nghi\u1ec7p. V\u1edbi m\u1ee9c th\u1ecb gi\u00e1 g\u1ea7n \u0111\u00e2y, \u01b0\u1edbc t\u00ednh s\u1ed1 ti\u1ec1n c\u1ea7n chi cho giao d\u1ecbch n\u00e0y v\u00e0o kho\u1ea3ng 141 t\u1ef7 \u0111\u1ed3ng.<\/i><\/p>\n

\u0110\u1ed9ng th\u00e1i “xu\u1ed1ng ti\u1ec1n” quy m\u00f4 l\u1edbn c\u1ee7a ng\u01b0\u1eddi nh\u00e0 l\u00e3nh \u0111\u1ea1o di\u1ec5n ra trong b\u1ed1i c\u1ea3nh c\u1ed5 phi\u1ebfu HDG \u0111ang giao d\u1ecbch quanh v\u00f9ng gi\u00e1 cao nh\u1ea5t k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m, thu h\u00fat s\u1ef1 ch\u00fa \u00fd c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0.<\/i><\/p>\n

B\u00e0 Nguy\u1ec5n Th\u1ecb Thu H\u00e0 l\u00e0 v\u1ee3 \u00f4ng Nguy\u1ec5n Tr\u1ecdng Th\u00f4ng \u2013 nh\u00e0 s\u00e1ng l\u1eadp H\u00e0 \u0110\u00f4, hi\u1ec7n \u0111ang n\u1eafm gi\u1eef kho\u1ea3ng 31,8% v\u1ed1n t\u1ea1i doanh nghi\u1ec7p. Con trai c\u1ee7a b\u00e0, \u00f4ng Nguy\u1ec5n Tr\u1ecdng Minh \u2013 T\u1ed5ng gi\u00e1m \u0111\u1ed1c (CEO) HDG c\u0169ng \u0111ang s\u1edf h\u1eefu h\u01a1n 4,3 tri\u1ec7u c\u1ed5 phi\u1ebfu, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 1,175% v\u1ed1n.<\/i><\/p>\n<\/p><\/div>\n<\/p><\/div>", "protected": false }, "excerpt": { "rendered": "

Theo b\u00e1o c\u00e1o c\u1eadp nh\u1eadt, BSC \u0111\u00e1nh gi\u00e1 cao s\u1ef1 c\u1ea3i thi\u1ec7n m\u1ea1nh m\u1ebd trong hi\u1ec7u qu\u1ea3 ho\u1ea1t \u0111\u1ed9ng c\u1ee7a […]<\/p>", "protected": false }, "author": 5, "featured_media": 63794, "comment_status": "open", "ping_status": "open", "sticky": false, "template": "", "format": "standard", "meta": { "_acf_changed": false, "footnotes": "" }, "categories": [ 221 ], "tags": [], "class_list": [ "post-63792", "post", "type-post", "status-publish", "format-standard", "has-post-thumbnail", "hentry", "category-chung-khoan" ], "acf": [], "_links": { "self": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/63792", "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\/5" } ], "replies": [ { "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/comments?post=63792" } ], "version-history": [ { "count": 0, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/63792\/revisions" } ], "wp:featuredmedia": [ { "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media\/63794" } ], "wp:attachment": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media?parent=63792" } ], "wp:term": [ { "taxonomy": "category", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/categories?post=63792" }, { "taxonomy": "post_tag", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/tags?post=63792" } ], "curies": [ { "name": "wp", "href": "https:\/\/api.w.org\/{rel}", "templated": true } ] } }