{"id":47949,"date":"2025-09-07T06:55:37","date_gmt":"2025-09-06T23:55:37","guid":{"rendered":"https:\/\/hbbgroup.net\/ctck-chi-ten-6-doanh-nghiep-dau-nganh-co-dinh-gia-hop-ly-va-trien-vong-loi-nhuan-tang-truong-trong-quy-3-2025\/"},"modified":"2025-09-07T06:55:37","modified_gmt":"2025-09-06T23:55:37","slug":"ctck-chi-ten-6-doanh-nghiep-dau-nganh-co-dinh-gia-hop-ly-va-trien-vong-loi-nhuan-tang-truong-trong-quy-3-2025","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/vi\/ctck-chi-ten-6-doanh-nghiep-dau-nganh-co-dinh-gia-hop-ly-va-trien-vong-loi-nhuan-tang-truong-trong-quy-3-2025\/","title":{"rendered":"CTCK ch\u1ec9 t\u00ean 6 doanh nghi\u1ec7p \u0111\u1ea7u ng\u00e0nh c\u00f3 \u0111\u1ecbnh gi\u00e1 h\u1ee3p l\u00fd v\u00e0 tri\u1ec3n v\u1ecdng l\u1ee3i nhu\u1eadn t\u0103ng tr\u01b0\u1edfng trong qu\u00fd 3\/2025"},"content":{"rendered":"
<\/figcaption>

VN-Index tr\u1ea3i qua th\u00e1ng 8 r\u1ef1c r\u1ee1 v\u1edbi m\u1ee9c t\u0103ng m\u1ea1nh theo \u0111i\u1ec3m l\u1edbn nh\u1ea5t k\u1ec3 t\u1eeb n\u0103m 2007 v\u1edbi c\u00e1c nh\u00f3m ng\u00e0nh d\u1eabn d\u1eaft nh\u01b0 Ng\u00e2n h\u00e0ng, Ch\u1ee9ng kho\u00e1n, B\u1ea5t \u0111\u1ed9ng s\u1ea3n. Thanh kho\u1ea3n to\u00e0n th\u1ecb tr\u01b0\u1eddng t\u0103ng 27% so v\u1edbi th\u00e1ng tr\u01b0\u1edbc, ph\u1ea3n \u00e1nh t\u00e2m l\u00fd t\u00edch c\u1ef1c c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0. <\/p>\n

Trong b\u00e1o c\u00e1o m\u1edbi c\u00f4ng b\u1ed1, Ch\u1ee9ng kho\u00e1n Agriseco <\/b> \u0111\u00e1nh gi\u00e1 r\u1eb1ng VN-Index nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd duy tr\u00ec xu h\u01b0\u1edbng t\u00edch c\u1ef1c trong th\u00e1ng 9 nh\u1edd c\u00e1c y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3. \u0110i\u1ec3n h\u00ecnh l\u00e0 k\u1ef3 v\u1ecdng Vi\u1ec7t Nam \u0111\u01b0\u1ee3c xem x\u00e9t n\u00e2ng h\u1ea1ng t\u1eeb th\u1ecb tr\u01b0\u1eddng c\u1eadn bi\u00ean l\u00ean th\u1ecb tr\u01b0\u1eddng m\u1edbi n\u1ed5i trong k\u1ef3 \u0111\u00e1nh gi\u00e1 c\u1ee7a FTSE Russell v\u00e0o cu\u1ed1i th\u00e1ng 9, \u0111\u1ea7u th\u00e1ng 10. <\/p>\n

Th\u00eam n\u1eefa, nhi\u1ec1u kh\u1ea3 n\u0103ng FED s\u1ebd c\u1eaft gi\u1ea3m l\u00e3i su\u1ea5t 0,25 \u0111i\u1ec3m % trong k\u1ef3 h\u1ecdp gi\u1eefa th\u00e1ng. Agriseco c\u0169ng d\u1ef1 b\u00e1o r\u1eb1ng k\u1ebft qu\u1ea3 kinh doanh qu\u00fd 3\/2025 t\u0103ng tr\u01b0\u1edfng kh\u1ea3 quan \u1edf nhi\u1ec1u nh\u00f3m ng\u00e0nh. <\/p>\n

D\u00f9 v\u1eady, v\u1eabn c\u00f3 nh\u1eefng r\u1ee7i ro c\u1ea7n theo d\u00f5i nh\u01b0: \u00e1p l\u1ef1c b\u00e1n r\u00f2ng m\u1ea1nh t\u1eeb kh\u1ed1i ngo\u1ea1i trong b\u1ed1i c\u1ea3nh t\u1ef7 gi\u00e1 \u0111ang neo cao, ho\u1ea1t \u0111\u1ed9ng ch\u1ed1t l\u1eddi sau giai \u0111o\u1ea1n t\u0103ng n\u00f3ng, c\u00f9ng v\u1edbi bi\u1ebfn \u0111\u1ed9ng ng\u1eafn h\u1ea1n t\u1eeb vi\u1ec7c c\u01a1 c\u1ea5u l\u1ea1i danh m\u1ee5c c\u1ee7a c\u00e1c qu\u1ef9 ETF. <\/p>\n

Tr\u00ean c\u01a1 s\u1edf \u0111\u00f3, Agriseco Research khuy\u1ebfn ngh\u1ecb nh\u00e0 \u0111\u1ea7u t\u01b0 \u01b0u ti\u00ean l\u1ef1a ch\u1ecdn nh\u1eefng c\u1ed5 phi\u1ebfu \u0111\u1ea7u ng\u00e0nh, c\u00f3 n\u1ec1n t\u1ea3ng t\u00e0i ch\u00ednh v\u1eefng ch\u1eafc, \u0111\u1ecbnh gi\u00e1 h\u1ee3p l\u00fd v\u00e0 tri\u1ec3n v\u1ecdng l\u1ee3i nhu\u1eadn t\u0103ng tr\u01b0\u1edfng trong qu\u00fd 3\/2025. <\/p>\n

\n

\"CTCK <\/p>

\n

Danh m\u1ee5c khuy\u1ebfn ngh\u1ecb th\u00e1ng 9\/2025 c\u1ee7a Agriseco<\/p>\n<\/figcaption><\/figure>\n

Trong nh\u00f3m ng\u00e2n h\u00e0ng, Agriseco Research l\u1ef1a ch\u1ecdn Vietinbank (m\u00e3: CTG) <\/b> l\u00e0 \u0111\u01a1n v\u1ecb ti\u1ec1m n\u0103ng v\u1edbi tri\u1ec3n v\u1ecdng l\u1ee3i nhu\u1eadn 6 th\u00e1ng cu\u1ed1i n\u0103m t\u0103ng tr\u01b0\u1edfng. M\u1ed9t s\u1ed1 \u0111\u1ed9ng l\u1ef1c ch\u00ednh t\u1edbi t\u1eeb t\u0103ng tr\u01b0\u1edfng t\u00edn d\u1ee5ng n\u0103m 2025 l\u00e0 16%, ngu\u1ed3n thu l\u1edbn t\u1eeb cho vay c\u00e1 nh\u00e2n; nh\u00f3m ph\u00e2n t\u00edch c\u0169ng k\u1ef3 v\u1ecdng t\u1ef7 l\u1ec7 NIM ph\u1ee5c h\u1ed3i v\u1ec1 m\u1ee9c 2,9-3,2% nh\u1edd chi ph\u00ed v\u1ed1n th\u1ea5p v\u00e0 nhu c\u1ea7u t\u00edn d\u1ee5ng b\u00e1n l\u1ebb t\u0103ng cao trong qu\u00fd cu\u1ed1i n\u0103m. Ngo\u00e0i ra, chi ph\u00ed d\u1ef1 ph\u00f2ng r\u1ee7i ro t\u00edn d\u1ee5ng c\u1ee7a CTG ti\u1ebfp t\u1ee5c xu h\u01b0\u1edbng gi\u1ea3m c\u0169ng h\u1ed7 tr\u1ee3 t\u00edch c\u1ef1c \u0111\u1ebfn l\u1ee3i nhu\u1eadn cu\u1ed1i n\u0103m. <\/p>\n

V\u1edbi ng\u00e0nh C\u1ea3ng bi\u1ec3n, Gemadept (m\u00e3: GMD) <\/b> \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 nhi\u1ec1u tri\u1ec3n v\u1ecdng. Ti\u1ebfn \u0111\u1ed9 c\u1ee7a c\u1ea3ng Nam \u0110\u00ecnh V\u0169 \u0111ang \u1edf giai \u0111o\u1ea1n 3, d\u1ef1 ki\u1ebfn v\u1eadn h\u00e0nh v\u00e0o th\u00e1ng 10\/2025, c\u00f3 c\u00f4ng su\u1ea5t 800.000 TEUs s\u1ebd gi\u00fap m\u1edf r\u1ed9ng 60% c\u00f4ng su\u1ea5t c\u1ea3ng Nam \u0110\u00ecnh V\u0169 v\u00e0 23% c\u00f4ng su\u1ea5t c\u1ee7a GMD. <\/p>\n

\u1ede ph\u00eda Nam, giai \u0111o\u1ea1n 2A Gemalink c\u00f3 v\u1ed1n \u0111\u1ea7u t\u01b0 kho\u1ea3ng g\u1ea7n 200 tri\u1ec7u USD, d\u1ef1 ki\u1ebfn b\u1ed5 sung c\u00f4ng su\u1ea5t 600.000 TEU\/n\u0103m t\u1eeb n\u0103m 2027, t\u0103ng th\u00eam kho\u1ea3ng 50% c\u00f4ng su\u1ea5t cho c\u1ea3ng Gemalink. <\/p>\n

Ngo\u00e0i ra, trong qu\u00fd 3\/2025, gi\u00e1 d\u1ecbch v\u1ee5 x\u1ebfp d\u1ee1 \u0111\u1ed1i v\u1edbi c\u1ea3ng n\u01b0\u1edbc s\u00e2u k\u1ef3 v\u1ecdng t\u0103ng 10% s\u1ebd l\u00e0 y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 ho\u1ea1t \u0111\u1ed9ng kinh doanh c\u1ee7a GMD khi \u0111\u00e2y l\u00e0 doanh nghi\u1ec7p s\u1edf h\u1eefu c\u00f4ng su\u1ea5t c\u1ea3ng n\u01b0\u1edbc s\u00e2u l\u1edbn nh\u1ea5t c\u1ea3 n\u01b0\u1edbc. Trong n\u0103m 2026, gi\u00e1 x\u1ebfp d\u1ee1 c\u00f3 th\u1ec3 ti\u1ebfp t\u1ee5c t\u0103ng th\u00eam 10% theo l\u1ed9 tr\u00ecnh. <\/p>\n

Agriseco cho r\u1eb1ng \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 th\u00e9p c\u1ee7a T\u1eadp \u0111o\u00e0n H\u00f2a Ph\u00e1t (m\u00e3: HPG) <\/b> ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c c\u1ee7ng c\u1ed1 nh\u1edd th\u1ecb tr\u01b0\u1eddng B\u0110S ghi nh\u1eadn t\u00edn hi\u1ec7u kh\u1edfi s\u1eafc, s\u1ed1 d\u1ef1 \u00e1n \u0111\u01b0\u1ee3c c\u1ea5p ph\u00e9p m\u1edbi trong Q2\/2025 t\u0103ng 28,9% so v\u1edbi qu\u00fd tr\u01b0\u1edbc. Gi\u1ea3i ng\u00e2n \u0111\u1ea7u t\u01b0 c\u00f4ng t\u00ednh \u0111\u1ebfn h\u1ebft th\u00e1ng 7 t\u0103ng 25,8% svck v\u00e0 ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c \u0111\u1ea9y m\u1ea1nh. <\/p>\n

T\u1eeb th\u00e1ng 7\/2025, vi\u1ec7c \u00e1p d\u1ee5ng thu\u1ebf CBPG \u0111\u1ed1i v\u1edbi HRC Trung Qu\u1ed1c \u0111\u00e3 t\u1ea1o \u0111i\u1ec1u ki\u1ec7n thu\u1eadn l\u1ee3i cho HPG m\u1edf r\u1ed9ng th\u1ecb ph\u1ea7n HRC trong n\u01b0\u1edbc. Trong b\u1ed1i c\u1ea3nh \u0111\u00f3, l\u00f2 cao s\u1ed1 6 thu\u1ed9c ph\u00e2n k\u1ef3 2 c\u1ee7a Dung Qu\u1ea5t 2 d\u1ef1 ki\u1ebfn v\u1eadn h\u00e0nh t\u1eeb th\u00e1ng 9 s\u1ebd b\u1ed5 sung \u0111\u00e1ng k\u1ec3 c\u00f4ng su\u1ea5t, n\u00e2ng t\u1ed5ng c\u00f4ng su\u1ea5t HRC l\u00ean 9 tri\u1ec7u t\u1ea5n\/n\u0103m. Nh\u1edd s\u1ef1 k\u1ebft h\u1ee3p gi\u1eefa ch\u00ednh s\u00e1ch b\u1ea3o h\u1ed9 v\u00e0 gia t\u0103ng s\u1ea3n l\u01b0\u1ee3ng, HPG \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd \u0111\u00e1p \u1ee9ng t\u1ed1t h\u01a1n nhu c\u1ea7u n\u1ed9i \u0111\u1ecba v\u00e0 c\u1ee7ng c\u1ed1 l\u1ee3i th\u1ebf c\u1ea1nh tranh. <\/p>\n

B\u00ean c\u1ea1nh \u0111\u00f3, nh\u00f3m b\u1ea5t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t hi\u1ec7n 2 \u0111\u1ea1i di\u1ec7n trong danh s\u00e1ch ti\u1ec1m n\u0103ng l\u00e0 CTCP \u0110\u1ea7u t\u01b0 Nam Long (m\u00e3: NLG) <\/b> v\u00e0 CTCP \u0110\u1ea7u t\u01b0 D\u1ecbch v\u1ee5 T\u00e0i ch\u00ednh Ho\u00e0ng Huy (m\u00e3: TCH) <\/b> . Nh\u00f3m ph\u00e2n t\u00edch Agriseco k\u1ef3 v\u1ecdng doanh s\u1ed1 b\u00e1n h\u00e0ng s\u1ebd ti\u1ebfp t\u1ee5c tang th\u00eam t\u1eeb c\u00e1c d\u1ef1 \u00e1n m\u1edbi s\u1ebd th\u00fac \u0111\u1ea9y KQKD c\u1ee7a NLG trong c\u00e1c n\u0103m t\u1edbi trong b\u1ed1i c\u1ea3nh th\u1ecb tr\u01b0\u1eddng B\u0110S ven TP. HCM nh\u01b0 Long An, \u0110\u1ed3ng Nai h\u1ed3i ph\u1ee5c nh\u1edd s\u1ef1 ph\u00e1t tri\u1ec3n h\u1ea1 t\u1ea7ng v\u00e0 s\u00e1t nh\u1eadp t\u1ec9nh th\u00e0nh. <\/p>\n

LNST c\u1ee7a NLG n\u0103m 2025 d\u1ef1 b\u00e1o t\u0103ng tr\u00ean 30% so v\u1edbi c\u00f9ng k\u1ef3 nh\u1edd ghi nh\u1eadn doanh thu t\u00e0i ch\u00ednh t\u1eeb b\u00e1n 15,1% v\u1ed1n t\u1ea1i d\u1ef1 \u00e1n Izumi City cho Tokyu Corporation. Kho\u1ea3n ti\u1ec1n t\u1eeb chuy\u1ec3n nh\u01b0\u1ee3ng d\u1ef1 ki\u1ebfn \u0111\u01b0\u1ee3c ghi nh\u1eadn trong n\u1eeda cu\u1ed1i n\u0103m 2025. <\/p>\n

V\u1edbi TCH, \u0111\u1ed9ng l\u1ef1c th\u00fac \u0111\u1ea9y k\u1ebft qu\u1ea3 kinh doanh \u0111\u1ebfn t\u1eeb c\u00e1c d\u1ef1 \u00e1n m\u1edf b\u00e1n m\u1edbi. 2 d\u1ef1 \u00e1n l\u1edbn Green City v\u00e0 New City 2 d\u1ef1 ki\u1ebfn b\u00e0n giao cu\u1ed1i n\u0103m 2025, k\u1ef3 v\u1ecdng \u0111\u00e2y s\u1ebd l\u00e0 ngu\u1ed3n thu ch\u00ednh c\u1ee7a TCH trong giai \u0111o\u1ea1n 2 \u2013 3 n\u0103m t\u1edbi. Trong ni\u00ean \u0111\u1ed9 2025-2026, TCH \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng kh\u1ea3 quan nh\u1edd b\u00e0n giao hai d\u1ef1 \u00e1n m\u1edbi Ho\u00e0ng Huy Green River v\u00e0 New City II b\u00ean c\u1ea1nh c\u00e1c d\u1ef1 \u00e1n hi\u1ec7n h\u1eefu Ho\u00e0ng Huy Commerce H1, New City. <\/p>\n

\u1ede nh\u00f3m x\u00e2y d\u1ef1ng, Vinaconex (m\u00e3: VCG) <\/b> \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o ghi nh\u1eadn l\u1ee3i nhu\u1eadn \u0111\u1ed9t bi\u1ebfn trong n\u0103m 2025 nh\u1edd tho\u00e1i v\u1ed1n t\u1ea1i Vinaconex ITC. V\u1ec1 ho\u1ea1t \u0111\u1ed9ng kinh doanh c\u1ed1t l\u00f5i, vh\u1edd vi\u1ec7c \u0111\u1ea9y m\u1ea1nh m\u1edf b\u00e1n v\u00e0 b\u00e0n giao h\u00e0ng lo\u1ea1t d\u1ef1 \u00e1n c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao nh\u01b0 Vera Diamond City, Vinaconex Diamond Tower, m\u1ea3ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n \u0111\u01b0\u1ee3c k\u00ec v\u1ecdng ti\u1ebfp t\u1ee5c l\u00e0 \u0111\u1ed9ng l\u1ef1c ch\u00ednh \u0111\u00f3ng g\u00f3p t\u0103ng tr\u01b0\u1edfng k\u1ebft qu\u1ea3 kinh doanh cho Vinaconex trong c\u1ea3 n\u0103m 2025. M\u1ea3ng x\u00e2y l\u1eafp h\u1ea1 t\u1ea7ng c\u0169ng \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 kh\u1ea3 quan v\u1edbi nhi\u1ec1u d\u1ef1 \u00e1n v\u01b0\u1ee3t ti\u1ebfn \u0111\u1ed9. <\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

VN-Index tr\u1ea3i qua th\u00e1ng 8 r\u1ef1c r\u1ee1 v\u1edbi m\u1ee9c t\u0103ng m\u1ea1nh theo \u0111i\u1ec3m l\u1edbn nh\u1ea5t k\u1ec3 t\u1eeb n\u0103m 2007 v\u1edbi […]<\/p>","protected":false},"author":1,"featured_media":47950,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-47949","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoan"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/47949","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/comments?post=47949"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/47949\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media\/47950"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media?parent=47949"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/categories?post=47949"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/tags?post=47949"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}