{ "id": 67702, "date": "2026-04-03T08:51:32", "date_gmt": "2026-04-03T01:51:32", "guid": { "rendered": "https:\/\/hbbgroup.net\/don-song-ket-qua-kinh-doanh-quy-1-2026-ctck-chi-ten-10-doanh-nghiep-du-bao-tang-truong-tich-cuc\/" }, "modified": "2026-04-03T08:56:46", "modified_gmt": "2026-04-03T01:56:46", "slug": "don-song-ket-qua-kinh-doanh-quy-1-2026-ctck-chi-ten-10-doanh-nghiep-du-bao-tang-truong-tich-cuc", "status": "publish", "type": "post", "link": "https:\/\/hbbgroup.net\/en_us\/don-song-ket-qua-kinh-doanh-quy-1-2026-ctck-chi-ten-10-doanh-nghiep-du-bao-tang-truong-tich-cuc\/", "title": { "rendered": "\u0110\u00f3n s\u00f3ng k\u1ebft qu\u1ea3 kinh doanh qu\u00fd 1\/2026, CTCK ch\u1ec9 t\u00ean 10 doanh nghi\u1ec7p d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng t\u00edch c\u1ef1c" }, "content": { "rendered": "
<\/figcaption>

Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n b\u01b0\u1edbc v\u00e0o th\u00e1ng 4\/2026 sau khi tr\u1ea3i qua th\u00e1ng gi\u1ea3m m\u1ea1nh nh\u1ea5t k\u1ec3 t\u1eeb giai \u0111o\u1ea1n covid (2021). C\u1ee5 th\u1ec3, VN-Index ghi nh\u1eadn m\u1ee9c gi\u1ea3m 11% trong th\u00e1ng 3 v\u00e0 s\u1ee5t 13% k\u1ec3 t\u1eeb \u0111\u1ec9nh do t\u00e1c \u0111\u1ed9ng t\u1eeb cu\u1ed9c xung \u0111\u1ed9t \u0111ang di\u1ec5n ra \u1edf Trung \u0110\u00f4ng. <\/p>\n

Trong b\u00e1o c\u00e1o m\u1edbi nh\u1ea5t, Ch\u1ee9ng kho\u00e1n MB (MBS) <\/b> ky\u0300 vo\u0323ng thi\u0323 tr\u01b0\u1eddng trong tha\u0301ng 4 s\u1ebd c\u00f3 s\u01b0\u0323 ph\u1ee5c h\u1ed3i v\u1edbi nh\u01b0\u0303ng h\u00f4\u0303 tr\u01a1\u0323 ti\u0301ch c\u1ef1c t\u1eeb th\u00f4ng tin n\u00e2ng h\u1ea1ng, mu\u0300a ba\u0301o ca\u0301o KQKD Q1 va\u0300 k\u1ebf ho\u1ea1ch kinh doanh ca\u0301c doanh nghi\u1ec7p \u0111\u01b0\u1ee3c he\u0301 l\u1ed9 trong mu\u0300a \u0110HC\u0110 trong khi hi\u1ec7u \u1ee9ng t\u1eeb chi\u1ebfn tranh Trung \u0110\u00f4ng va\u0300 \u0111a\u0300 t\u0103ng gia\u0301 d\u1ea7u c\u00f3 th\u00ea\u0309 t\u1ea1m th\u1eddi lu m\u01a1\u0300 trong ng\u1eafn h\u1ea1n. <\/p>\n

D\u1ef1a tr\u00ean nh\u1eefng nh\u1eadn \u0111\u1ecbnh na\u0300y, b\u1ed9 ph\u1eadn ph\u00e2n t\u00edch MBS l\u1ef1a cho\u0323n danh m\u1ee5c c\u00f4\u0309 phi\u1ebfu ti\u00eau bi\u1ec3u cho tha\u0301ng 4 g\u1ed3m: VPB, CTG, HPG, MSN, KBC, DCM, PDR, FPT, FOX, PC1. <\/p>\n

V\u1edbi nh\u00f3m <\/b> ng\u00e2n h\u00e0ng, MBS d\u1ef1 ph\u00f3ng k\u1ebft qu\u1ea3 kinh doanh c\u1ee7a CTG <\/b> duy tr\u00ec kh\u1ea3 quan trong qu\u00fd 1\/2026 v\u00e0 c\u00f3 th\u1ec3 xu\u1ea5t hi\u1ec7n l\u1ee3i nhu\u1eadn \u0111\u1ed9t bi\u1ebfn t\u1eeb vi\u1ec7c thanh l\u00fd Vietinbank Tower. T\u01b0\u01a1ng t\u1ef1, VPB <\/b> \u0111\u01b0\u1ee3c d\u1ef1 ph\u00f3ng l\u1ee3i nhu\u1eadn qu\u00fd 1\/2026 ti\u1ebfp t\u1ee5c b\u1ee9t ph\u00e1 60% so v\u1edbi n\u1ec3n th\u1ea5p c\u00f9ng k\u1ef3. LNTT c\u1ea3 n\u0103m k\u1ef3 vo\u0323ng t\u0103ng tr\u01b0\u1edfng tr\u00ean 30%. <\/p>\n

\u0110\u1ea1i di\u1ec7n nh\u00f3m b\u1ea5t \u0111\u1ed9ng s\u1ea3n l\u00e0 Ph\u00e1t \u0110\u1ea1t (m\u00e3: PDR) v\u00e0 Kinh B\u1eafc (m\u00e3: KBC) <\/b> c\u0169ng \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 ti\u1ec1m n\u0103ng. Qu\u00fd 1\/2026, PDR s\u1ebd nh\u1eadn 1.900 t\u1ef7 \u0111\u1ed3ng t\u1eeb vi\u1ec7c b\u00e1n c\u1ed5 ph\u1ea7n t\u1ea1i d\u1ef1 \u00e1n Thu\u1eadn An 1, \u0111\u00f3ng g\u00f3p t\u00edch c\u1ef1c v\u00e0o l\u1ee3i nhu\u1eadn t\u00e0i ch\u00ednh c\u1ee7a doanh nghi\u1ec7p trong n\u0103m 2026. D\u00f2ng ti\u1ec1n c\u1ea3i thi\u1ec7n t\u1ea1o \u0111i\u1ec1u ki\u1ec7n cho PDR li\u00ean t\u1ee5c m\u1edf r\u1ed9ng qu\u1ef9 \u0111\u1ea5t t\u1ea1i TP. HCM v\u00e0 \u0110\u1ed3ng Nai, \u0111\u1ed3ng th\u1eddi tri\u1ec3n khai c\u00e1c d\u1ef1 \u00e1n hi\u1ec7n t\u1ea1i (c\u00e1c ph\u00e2n khu kh\u00e1c t\u1ea1i Quy Nh\u01a1n Iconic, Thu\u1eadn An 1&2, c\u00e1c d\u1ef1 \u00e1n BT). <\/p>\n

KBC \u0111\u01b0\u1ee3c ch\u1ea5p thu\u1eadn \u0111\u1ea7u t\u01b0 nhi\u1ec1u d\u1ef1 \u00e1n KCN v\u00e0 K\u0110T m\u1edbi. K\u0110T Tr\u00e0ng C\u00e1t \u0111\u1ea1t \u0111\u01b0\u1ee3c nhi\u1ec1u b\u01b0\u1edbc ti\u1ebfn quan tro\u0323ng v\u1ec1 ph\u00e1p l\u00fd, \u0111\u00e3 ho\u00e0n thi\u1ec7n gi\u1ea5y ph\u00e9p \u0111\u1ea7u t\u01b0 v\u00e0 ti\u1ec1n s\u1eed d\u1ee5ng \u0111\u1ea5t. KBC \u0111ang san l\u1ea5p v\u00e0 x\u00e2y d\u1ef1ng c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng, d\u1ef1 ki\u1ebfn b\u00e1n bu\u00f4n 20 ha trong n\u0103m 2026-27. <\/p>\n

B\u00ean c\u1ea1nh \u0111\u00f3, c\u1ed5 phi\u1ebfu \u0111\u1ea7u ng\u00e0nh c\u00f4ng ngh\u1ec7 l\u00e0 FPT <\/b> \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 t\u0103ng tr\u01b0\u1edfng backlog v\u1eabn duy tr\u00ec t\u1ed1t \u0111\u1ea1t 20% so v\u1edbi c\u00f9ng k\u1ef3, m\u1ea3ng CNTT trong n\u01b0\u1edbc c\u0169ng c\u00f3 s\u1ef1 c\u1ea3i thi\u1ec7n r\u00f5 r\u1ec7t khi nh\u00e0 m\u00e1y AI Factory t\u1ea1i Vi\u1ec7t Nam ho\u1ea1t \u0111\u1ed9ng hi\u1ec7u qu\u1ea3, t\u1ef7 l\u1ec7 l\u1ea5p \u0111\u1ea7y cao ~70- 80% v\u00e0 \u0111\u00e3 h\u00f2a v\u1ed1n t\u1eeb T12\/2025. <\/p>\n

C\u00f4ng ty li\u00ean k\u1ebft c\u1ee7a FPT l\u00e0 FOX <\/b> \u0111\u01b0\u1ee3c MBS \u01b0\u1edbc t\u00ednh t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn qu\u00fd 1\/2026 \u0111\u1ea1t 15,4% so v\u1edbi c\u00f9ng k\u1ef3 2025, h\u1ed7 tr\u1ee3 b\u1edfi t\u0103ng gi\u00e1 c\u01b0\u1edbc thu\u00ea bao t\u1eeb \u0111\u1ea7u n\u0103m v\u00e0 ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng th\u1ecb ph\u1ea7n nh\u1edd c\u00e1c g\u00f3i Combo Internet + d\u1ecbch v\u1ee5 gia t\u0103ng ch\u1ea5t l\u01b0\u1ee3ng. V\u00ea\u0300 B\u00f4\u0323 C\u00f4ng An gi\u00fap FOX t\u0103ng ngu\u1ed3n vi\u1ec7c, m\u1edf ra kh\u00f4ng gian t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n, \u0111\u1eb7c bi\u1ec7t t\u1eeb chu\u1ed7i gi\u00e1 tr\u1ecb Trung t\u00e2m d\u1eef li\u1ec7u. <\/p>\n

Nh\u00f3m th\u00e9p xu\u1ea5t hi\u1ec7n \u0111\u1ea1i di\u1ec7n l\u00e0 H\u00f2a Ph\u00e1t (HPG), <\/b> b\u1ed9 ph\u1eadn ph\u00e2n t\u00edch MBS cho r\u1eb1ng gi\u00e1 th\u00e9p c\u00f3 kh\u1ea3 n\u0103ng ph\u1ee5c h\u1ed3i ngay t\u1eeb Q1\/26 nh\u1edd nhu c\u1ea7u ti\u00eau th\u1ee5 t\u00edch c\u1ef1c v\u00e0 \u00e1p l\u1ef1c t\u1eeb th\u00e9p TQ h\u1ea1 nhi\u1ec7t. LN r\u00f2ng trong qu\u00fd 1 v\u00e0 qu\u00fd 2\/26 d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng 25%-30% svck nh\u1edd s\u1ea3n l\u01b0\u1ee3ng t\u0103ng tr\u01b0\u1edfng d\u1ef1 b\u00e1o kho\u1ea3ng 15% v\u00e0 bi\u00ean LN g\u1ed9p ti\u1ebfp t\u1ee5c c\u1ea3i thi\u1ec7n kho\u1ea3ng 0,4 \u0111i\u1ec3m % svck khi gi\u00e1 th\u00e9p ph\u1ee5c h\u1ed3i. <\/p>\n

V\u1edbi l\u0129nh v\u1ef1c \u0110i\u1ec7n, c\u1ed5 phi\u1ebfu PC1 <\/b> thu h\u00fat \u0111\u01b0\u1ee3c d\u00f2ng ti\u1ec1n trong th\u1eddi gian g\u1ea7n \u0111\u00e2y, trong b\u1ed1i c\u1ea3nh Vi\u1ec7t Nam \u0111ang c\u00f3 nh\u1eefng \u0111i\u1ec1u ch\u1ec9nh v\u1ec1 ph\u00e1t tri\u1ec3n n\u0103ng l\u01b0\u1ee3ng, t\u1eadp trung \u0111\u1ea9y m\u1ea1nh ngu\u1ed3n NLTT, b\u00f9 \u0111\u1eafp c\u00e1c r\u1ee7i ro kh\u00f3 l\u01b0\u1eddng c\u1ee7a \u0111i\u1ec7n kh\u00ed. V\u1edbi n\u0103ng l\u1ef1c l\u00e0 nh\u00e0 th\u1ea7u EPC h\u00e0ng \u0111\u1ea7u c\u0169ng \u0111\u1ed3ng th\u1eddi l\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111i\u1ec7n NLTT, PC1 s\u1ebd h\u01b0\u1edfng l\u1ee3i l\u1edbn t\u1eeb xu h\u01b0\u1edbng n\u00e0y. <\/p>\n

Tri\u1ec3n vo\u0323ng t\u0103ng tr\u01b0\u1edfng LN r\u00f2ng qu\u00fd 1\/2026 t\u00edch c\u1ef1c v\u1edbi nhi\u1ec1u y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 nh\u01b0 1) B\u00e0n giao ph\u1ea7n c\u00f2n l\u1ea1i c\u1ee7a d\u1ef1 \u00e1n Th\u00e1p V\u00e0ng; 2) Gi\u00e1 Niken t\u0103ng ~10% svck trong Q1\/26; 3) r\u1ee7i ro l\u1ed7 t\u1ef7 gi\u00e1 h\u1ea1 nhi\u1ec7t. <\/p>\n

Ngo\u00e0i ra, theo MBS, c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb ti\u1ebfp t\u1ee5c \u0111\u1ea9y gi\u00e1 ph\u00e2n urea l\u00ean m\u1ee9c cao 600 USD\/t\u1ea5n s\u1ebd l\u00e0 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng c\u1ee7a DCM <\/b> , \u0111\u1eb7c bi\u1ec7t khi DCM \u0111\u00e3 gia t\u0103ng s\u1ea3n l\u01b0\u1ee3ng xu\u1ea5t kh\u1ea9u t\u1eeb n\u0103m 2025.. <\/p>\n<\/p><\/div>", "protected": false }, "excerpt": { "rendered": "

Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n b\u01b0\u1edbc v\u00e0o th\u00e1ng 4\/2026 sau khi tr\u1ea3i qua th\u00e1ng gi\u1ea3m m\u1ea1nh nh\u1ea5t k\u1ec3 t\u1eeb giai \u0111o\u1ea1n […]<\/p>", "protected": false }, "author": 5, "featured_media": 67787, "comment_status": "open", "ping_status": "open", "sticky": false, "template": "", "format": "standard", "meta": { "_acf_changed": false, "footnotes": "" }, "categories": [ 221 ], "tags": [], "class_list": [ "post-67702", "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\/67702", "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=67702" } ], "version-history": [ { "count": 1, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/67702\/revisions" } ], "predecessor-version": [ { "id": 67788, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/posts\/67702\/revisions\/67788" } ], "wp:featuredmedia": [ { "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media\/67787" } ], "wp:attachment": [ { "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/media?parent=67702" } ], "wp:term": [ { "taxonomy": "category", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/categories?post=67702" }, { "taxonomy": "post_tag", "embeddable": true, "href": "https:\/\/hbbgroup.net\/en_us\/wp-json\/wp\/v2\/tags?post=67702" } ], "curies": [ { "name": "wp", "href": "https:\/\/api.w.org\/{rel}", "templated": true } ] } }