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    "date": "2026-04-10T09:13:19",
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    "slug": "nhom-quy-dragon-capital-chot-loi-hai-nhom-co-phieu-cho-giai-ngan-khi-thi-truong-rung-lac-manh",
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    "title": {
        "rendered": "Nh\u00f3m qu\u1ef9 Dragon Capital \u201cch\u1ed1t l\u1eddi\u201d hai nh\u00f3m c\u1ed5 phi\u1ebfu, ch\u1edd gi\u1ea3i ng\u00e2n khi th\u1ecb tr\u01b0\u1eddng rung l\u1eafc m\u1ea1nh"
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        "rendered": "<div data-role=\"content\" id=\"mainContent\">\n<p>Trong b\u1ed1i c\u1ea3nh \u0111\u1ecba ch\u00ednh tr\u1ecb th\u1ebf gi\u1edbi di\u1ec5n bi\u1ebfn ph\u1ee9c t\u1ea1p, \u0111\u1eb7c bi\u1ec7t l\u00e0 xung \u0111\u1ed9t M\u1ef9 \u2013 Iran, th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n \u0111\u00e3 tr\u1ea3i qua nh\u1eefng nh\u1ecbp \u0111i\u1ec1u ch\u1ec9nh s\u00e2u. Kh\u00f4ng ch\u1ec9 nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00e1 nh\u00e2n thua l\u1ed7, ngay c\u1ea3 nh\u1eefng &#8220;c\u00e1 m\u1eadp&#8221; l\u1edbn c\u0169ng ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nhi\u1ec1u th\u00e1ch th\u1ee9c. \u0110\u01a1n c\u1eed nh\u01b0 qu\u1ef9 DCDS c\u1ee7a Dragon Capital ghi nh\u1eadn m\u1ee9c gi\u1ea3m 6,6% trong qu\u00fd I\/2026, con s\u1ed1 n\u00e0y cao h\u01a1n m\u1ee9c s\u1ee5t gi\u1ea3m 6,2% c\u1ee7a ch\u1ec9 s\u1ed1 th\u1ecb tr\u01b0\u1eddng chung.<\/p>\n<p>L\u00fd gi\u1ea3i v\u1ec1 k\u1ebft qu\u1ea3 n\u00e0y, \u00f4ng V\u00f5 Nguy\u1ec5n Khoa Tu\u1ea5n, Gi\u00e1m \u0111\u1ed1c Nghi\u1ec7p v\u1ee5 c\u1ea5p cao l\u0129nh v\u1ef1c ch\u1ee9ng kho\u00e1n c\u1ee7a Dragon Capital, cho r\u1eb1ng nh\u1eefng c\u1ed5 phi\u1ebfu t\u1eebng b\u1ee9t ph\u00e1 m\u1ea1nh m\u1ebd v\u00e0 \u0111\u00f3ng g\u00f3p ch\u1ee7 l\u1ef1c v\u00e0o hi\u1ec7u su\u1ea5t \u1ea5n t\u01b0\u1ee3ng c\u1ee7a qu\u1ef9 trong n\u0103m 2025 l\u1ea1i ch\u00ednh l\u00e0 nh\u00f3m ch\u1ecbu \u00e1p l\u1ef1c \u0111i\u1ec1u ch\u1ec9nh s\u00e2u nh\u1ea5t. Nhi\u1ec1u m\u00e3 c\u1ed5 phi\u1ebfu \u0111\u00e3 t\u0103ng tr\u01b0\u1edfng t\u1eeb 100% \u0111\u1ebfn 200% tr\u01b0\u1edbc \u0111\u00f3 hi\u1ec7n \u0111ang ghi nh\u1eadn m\u1ee9c gi\u1ea3m \u0111\u00e1ng k\u1ec3, tr\u1ef1c ti\u1ebfp k\u00e9o hi\u1ec7u su\u1ea5t danh m\u1ee5c \u0111i xu\u1ed1ng trong ng\u1eafn h\u1ea1n.<\/p>\n<p>Tuy nhi\u00ean, qu\u1ef9 cho bi\u1ebft \u0111\u00e3 ch\u1ee7 \u0111\u1ed9ng ch\u1ed1t l\u1eddi v\u00e0 gi\u1ea3m t\u1ef7 tr\u1ecdng t\u1ea1i m\u1ed9t s\u1ed1 c\u1ed5 phi\u1ebfu c\u00f3 m\u1ee9c \u0111\u1ed9 r\u1ee7i ro v\u00e0 h\u1ec7 s\u1ed1 beta cao. Nh\u1edd \u0111\u00f3, danh m\u1ee5c hi\u1ec7n \u0111\u00e3 \u0111\u01b0\u1ee3c t\u00e1i c\u00e2n b\u1eb1ng \u1edf tr\u1ea1ng th\u00e1i h\u1ee3p l\u00fd h\u01a1n, t\u1ea1o n\u1ec1n t\u1ea3ng \u0111\u1ec3 ph\u1ee5c h\u1ed3i khi th\u1ecb tr\u01b0\u1eddng \u1ed5n \u0111\u1ecbnh tr\u1edf l\u1ea1i.<\/p>\n<p>\u0110\u1eb7c bi\u1ec7t, DCDS \u0111\u00e3 ch\u1ee7 \u0111\u1ed9ng tri\u1ec3n khai chi\u1ebfn l\u01b0\u1ee3c &#8220;xoay tr\u1ee5c&#8221; danh m\u1ee5c theo h\u01b0\u1edbng ph\u00f2ng th\u1ee7 v\u00e0 th\u00edch \u1ee9ng linh ho\u1ea1t. C\u1ee5 th\u1ec3, <strong><em>qu\u1ef9 gi\u1ea3m t\u1ef7 tr\u1ecdng t\u1ea1i c\u00e1c nh\u00f3m ng\u00e0nh nh\u1ea1y c\u1ea3m v\u1edbi l\u00e3i su\u1ea5t nh\u01b0 b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u00e0 ch\u1ee9ng kho\u00e1n<\/em><\/strong>, \u0111\u1ed3ng th\u1eddi gia t\u0103ng ph\u00e2n b\u1ed5 v\u00e0o nh\u1eefng l\u0129nh v\u1ef1c c\u00f3 kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu t\u1ed1t h\u01a1n tr\u01b0\u1edbc bi\u1ebfn \u0111\u1ed9ng v\u0129 m\u00f4 nh\u01b0 ng\u00e2n h\u00e0ng, b\u00e1n l\u1ebb v\u00e0 c\u00f4ng ngh\u1ec7. Danh m\u1ee5c \u0111\u1ea7u t\u01b0 \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u01b0\u1edbng t\u1eadp trung v\u00e0o c\u00e1c doanh nghi\u1ec7p c\u00f3 n\u1ec1n t\u1ea3ng t\u00e0i ch\u00ednh v\u1eefng ch\u1eafc, ch\u1ea5t l\u01b0\u1ee3ng t\u00e0i s\u1ea3n cao nh\u1eb1m \u0111\u1ea3m b\u1ea3o kh\u1ea3 n\u0103ng duy tr\u00ec t\u0103ng tr\u01b0\u1edfng trong m\u00f4i tr\u01b0\u1eddng th\u1eaft ch\u1eb7t ti\u1ec1n t\u1ec7.<\/p>\n<p>Song song v\u1edbi \u0111\u00f3, DCDS linh ho\u1ea1t \u0111i\u1ec1u ch\u1ec9nh t\u1ef7 tr\u1ecdng ti\u1ec1n m\u1eb7t. Trong c\u00e1c giai \u0111o\u1ea1n r\u1ee7i ro gia t\u0103ng, qu\u1ef9 c\u00f3 th\u1ec3 n\u00e2ng t\u1ef7 l\u1ec7 ti\u1ec1n m\u1eb7t l\u00ean m\u1ee9c 20\u201330%. \u0110\u00e2y \u0111\u01b0\u1ee3c xem l\u00e0 chi\u1ebfn l\u01b0\u1ee3c t\u00edch l\u0169y ngu\u1ed3n l\u1ef1c ch\u1ee7 \u0111\u1ed9ng, s\u1eb5n s\u00e0ng gi\u1ea3i ng\u00e2n khi th\u1ecb tr\u01b0\u1eddng xu\u1ea5t hi\u1ec7n c\u00e1c nh\u1ecbp b\u00e1n th\u00e1o khi\u1ebfn gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a nhi\u1ec1u doanh nghi\u1ec7p ch\u1ea5t l\u01b0\u1ee3ng b\u1ecb chi\u1ebft kh\u1ea5u s\u00e2u so v\u1edbi gi\u00e1 tr\u1ecb n\u1ed9i t\u1ea1i th\u1ef1c t\u1ebf.<\/p>\n<p>M\u1eb7c d\u00f9 ghi nh\u1eadn m\u1ee9c sinh l\u1eddi \u00e2m trong qu\u00fd \u0111\u1ea7u n\u0103m do \u00e1p l\u1ef1c ch\u1ed1t l\u1eddi sau giai \u0111o\u1ea1n t\u0103ng tr\u01b0\u1edfng n\u00f3ng, DCDS v\u1eabn ki\u00ean \u0111\u1ecbnh v\u1edbi m\u1ee5c ti\u00eau c\u1ea3i thi\u1ec7n k\u1ebft qu\u1ea3 kinh doanh trong ph\u1ea7n c\u00f2n l\u1ea1i c\u1ee7a n\u0103m 2026. Chuy\u00ean gia Dragon Capital cho r\u1eb1ng \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ch\u00ednh \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng \u0111\u1ebfn t\u1eeb \u0111\u00e0 h\u1ed3i ph\u1ee5c l\u1ee3i nhu\u1eadn c\u1ee7a c\u00e1c doanh nghi\u1ec7p ni\u00eam y\u1ebft v\u1edbi m\u1ee9c d\u1ef1 b\u00e1o chung t\u1eeb 18\u201319%, trong \u0111\u00f3 qu\u1ef9 \u0111\u00e3 nh\u1eadn di\u1ec7n \u0111\u01b0\u1ee3c nh\u00f3m doanh nghi\u1ec7p ti\u1ec1m n\u0103ng c\u00f3 kh\u1ea3 n\u0103ng t\u0103ng tr\u01b0\u1edfng tr\u00ean 40% v\u00e0 \u00edt ch\u1ecbu t\u00e1c \u0111\u1ed9ng t\u1eeb c\u00e1c y\u1ebfu t\u1ed1 xung \u0111\u1ed9t ngo\u1ea1i bi\u00ean.<\/p>\n<p>Tri\u1ec3n v\u1ecdng m\u1edf r\u1ed9ng quy m\u00f4 th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam v\u1edbi m\u1ee5c ti\u00eau v\u1ed1n h\u00f3a \u0111\u1ea1t kho\u1ea3ng 120% GDP, c\u00f9ng s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a h\u1ea1 t\u1ea7ng giao d\u1ecbch v\u00e0 s\u1ea3n ph\u1ea9m t\u00e0i ch\u00ednh m\u1edbi \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 s\u1ebd t\u1ea1o \u0111i\u1ec1u ki\u1ec7n \u0111\u1ec3 c\u00e1c qu\u1ef9 l\u1edbn v\u1eadn h\u00e0nh hi\u1ec7u qu\u1ea3 h\u01a1n. L\u00e0n s\u00f3ng IPO quy m\u00f4 l\u1edbn \u01b0\u1edbc t\u00ednh 50 t\u1ef7 USD v\u00e0 l\u1ed9 tr\u00ecnh n\u00e2ng h\u1ea1ng th\u1ecb tr\u01b0\u1eddng s\u1ebd l\u00e0 &#8220;c\u00fa h\u00edch&#8221; m\u1ea1nh m\u1ebd cho d\u00f2ng v\u1ed1n ngo\u1ea1i quay tr\u1edf l\u1ea1i m\u1ea1nh m\u1ebd trong n\u1eeda cu\u1ed1i n\u0103m.<\/p>\n<p>Tr\u00ean c\u01a1 s\u1edf \u0111\u00f3, qu\u1ef9 \u0111\u00e1nh gi\u00e1 m\u1ee5c ti\u00eau \u0111\u1ea1t m\u1ee9c sinh l\u1eddi kho\u1ea3ng 10% ho\u1eb7c cao h\u01a1n l\u00e3i su\u1ea5t ti\u1ebft ki\u1ec7m trong n\u0103m 2026 l\u00e0 kh\u1ea3 thi.\u1ede g\u00f3c nh\u00ecn d\u00e0i h\u1ea1n, DCDS ti\u1ebfp t\u1ee5c nh\u1ea5n m\u1ea1nh vai tr\u00f2 c\u1ee7a k\u1ef7 lu\u1eadt \u0111\u1ea7u t\u01b0. Theo th\u1ed1ng k\u00ea, trong giai \u0111o\u1ea1n 3\u20135 n\u0103m, qu\u1ef9 v\u1eabn duy tr\u00ec m\u1ee9c t\u0103ng tr\u01b0\u1edfng b\u00ecnh qu\u00e2n tr\u00ean 22%\/n\u0103m, v\u01b0\u1ee3t \u0111\u00e1ng k\u1ec3 so v\u1edbi ch\u1ec9 s\u1ed1 th\u1ecb tr\u01b0\u1eddng, b\u1ea5t ch\u1ea5p nh\u1eefng bi\u1ebfn \u0111\u1ed9ng ng\u1eafn h\u1ea1n.<\/p>\n<p>Mai Chi<\/p>\n<\/p><\/div>",
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