{"id":48609,"date":"2025-09-09T10:53:58","date_gmt":"2025-09-09T03:53:58","guid":{"rendered":"https:\/\/hbbgroup.net\/msn-cung-co-vi-the-tang-truong-ben-vung-ky-2\/"},"modified":"2025-09-09T10:53:58","modified_gmt":"2025-09-09T03:53:58","slug":"msn-cung-co-vi-the-tang-truong-ben-vung-ky-2","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/vi\/msn-cung-co-vi-the-tang-truong-ben-vung-ky-2\/","title":{"rendered":"MSN – C\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf, t\u0103ng tr\u01b0\u01a1\u0309ng b\u00ea\u0300n v\u01b0\u0303ng (K\u1ef3 2)"},"content":{"rendered":"
\n

MSN – C\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf, t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng (K\u1ef3 2)<\/p>\n

CTCP T\u1eadp \u0111o\u00e0n Masan (HOSE<\/a>: MSN<\/a>) \u0111ang ghi nh\u1eadn nhi\u1ec1u t\u00edn hi\u1ec7u t\u00edch c\u1ef1c t\u1eeb WinCommerce, Masan MEATLife v\u00e0 Masan High-Tech Materials. C\u00e1c m\u1ea3ng kinh doanh n\u00e0y \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd ti\u1ebfp t\u1ee5c \u0111\u00f3ng g\u00f3p v\u00e0o t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n, c\u1ee7ng c\u1ed1 n\u1ec1n t\u1ea3ng ho\u1ea1t \u0111\u1ed9ng \u1ed5n \u0111\u1ecbnh cho doanh nghi\u1ec7p. C\u1ed5 phi\u1ebfu MSN<\/span> \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 \u0111ang \u1edf v\u00f9ng \u0111\u1ecbnh gi\u00e1 h\u1ea5p d\u1eabn cho nh\u00e0 \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n. <\/p>\n

M\u1ea3ng v\u1eadt li\u1ec7u c\u00f4ng ngh\u1ec7 cao\u00a0h\u01b0\u1edfng l\u1ee3i nh\u1edd gi\u00e1 h\u00e0ng h\u00f3a t\u0103ng cao<\/p>\n

Masan High-Tech Materials (MHT, UPCoM: MSR<\/a>) l\u00e0 doanh nghi\u1ec7p h\u00e0ng \u0111\u1ea7u trong l\u0129nh v\u1ef1c cung \u1ee9ng kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c nh\u01b0 vonfram, florit v\u00e0 bismut – nh\u1eefng nguy\u00ean li\u1ec7u thi\u1ebft y\u1ebfu cho c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p tr\u1ecdng y\u1ebfu nh\u01b0 qu\u1ed1c ph\u00f2ng, h\u00e0ng kh\u00f4ng, \u00f4 t\u00f4, \u0111i\u1ec7n t\u1eed, n\u0103ng l\u01b0\u1ee3ng v\u00e0 d\u01b0\u1ee3c ph\u1ea9m. <\/p>\n

K\u1ebft qu\u1ea3 kinh doanh MHT giai \u0111o\u1ea1n 2021-6T2025<\/strong><\/p>\n

(\u0110vt: T\u1ef7 \u0111\u1ed3ng)<\/p>\n

<\/p>\n

Ngu\u1ed3n: MHT<\/em><\/p>\n

Trong n\u1eeda \u0111\u1ea7u n\u0103m 2025, MHT ghi nh\u1eadn doanh thu 3,007 t\u1ef7 \u0111\u1ed3ng, gi\u1ea3m so v\u1edbi c\u00f9ng k\u1ef3 do kh\u00f4ng c\u00f2n h\u1ee3p nh\u1ea5t H.C. Starck (HCS<\/a>)(*)<\/sup> sau khi chuy\u1ec3n nh\u01b0\u1ee3ng trong n\u0103m 2024. Tuy nhi\u00ean, tr\u00ean c\u01a1 s\u1edf so s\u00e1nh t\u01b0\u01a1ng \u0111\u01b0\u01a1ng (kh\u00f4ng bao g\u1ed3m HCS<\/span>), doanh thu 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025 c\u1ee7a MHT \u0111\u00e3 t\u0103ng \u0111\u1ebfn 20%, nh\u1edd gi\u00e1 vonfram t\u0103ng m\u1ea1nh l\u00ean m\u1ee9c cao nh\u1ea5t trong 13 n\u0103m c\u00f9ng s\u1ef1 \u0111\u00f3ng g\u00f3p t\u00edch c\u1ef1c t\u1eeb \u0111\u1ed3ng v\u00e0 florit. Gi\u00e1 c\u00e1c kim lo\u1ea1i ch\u1ee7 l\u1ef1c \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd ti\u1ebfp t\u1ee5c duy tr\u00ec \u1edf m\u1ee9c cao trong b\u1ed1i c\u1ea3nh c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung k\u00e9o d\u00e0i, Trung Qu\u1ed1c ki\u1ec3m so\u00e1t ph\u1ea7n l\u1edbn ngu\u1ed3n cung v\u00e0 nhu c\u1ea7u to\u00e0n c\u1ea7u ti\u1ebfp t\u1ee5c cao. <\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, MHT \u0111\u00e3 \u0111\u1ea3o chi\u1ec1u c\u00f3 l\u00e3i 6 t\u1ef7 \u0111\u1ed3ng trong qu\u00fd 2\/2025, ph\u1ee5c h\u1ed3i \u0111\u00e1ng k\u1ec3 so v\u1edbi kho\u1ea3n l\u1ed7 r\u00f2ng 222 t\u1ef7 \u0111\u1ed3ng trong qu\u00fd 1\/2025, ph\u1ea3n \u00e1nh s\u1ef1 chuy\u1ec3n bi\u1ebfn t\u00edch c\u1ef1c v\u1ec1 k\u1ebft qu\u1ea3 kinh doanh v\u00e0 m\u1edf ra tri\u1ec3n v\u1ecdng ph\u1ee5c h\u1ed3i \u1edf c\u00e1c qu\u00fd ti\u1ebfp theo.<\/p>\n

(*): Th\u00e1ng 12\/2024, MHT ho\u00e0n t\u1ea5t th\u01b0\u01a1ng v\u1ee5 b\u00e1n 100% c\u1ed5 ph\u1ea7n H.C. Starck v\u1edbi gi\u00e1 134.5 tri\u1ec7u USD<\/span> cho Mitsubishi Materials Corporation, \u0111\u1ed3ng th\u1eddi ch\u00ednh th\u1ee9c k\u00edch ho\u1ea1t th\u1ecfa thu\u1eadn bao ti\u00eau APT<\/a> v\u00e0 Oxit Vonfram d\u00e0i h\u1ea1n gi\u1eefa hai b\u00ean, \u0111\u1ea3m b\u1ea3o kh\u1ea3 n\u0103ng ti\u00eau th\u1ee5 \u1ed5n \u0111\u1ecbnh cho c\u00e1c s\u1ea3n ph\u1ea9m n\u00e0y.<\/em> <\/p>\n

Gi\u00e1 trung b\u00ecnh c\u00e1c lo\u1ea1i h\u00e0ng h\u00f3a trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2024-2025<\/strong><\/p>\n

<\/p>\n

Ngu\u1ed3n: MHT, Metals Bulletin, Industrial Minerals <\/em><\/p>\n

Ph\u00fac Long Heritage t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn \u1ea5n t\u01b0\u1ee3ng<\/p>\n

Trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025, Ph\u00fac Long Heritage (PLH) ghi nh\u1eadn doanh thu 858 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 10.3% so v\u1edbi c\u00f9ng k\u1ef3, trong khi l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 86 t\u1ef7 \u0111\u1ed3ng, t\u0103ng m\u1ea1nh 63.5%. K\u1ebft qu\u1ea3 t\u00edch c\u1ef1c n\u00e0y ch\u1ee7 y\u1ebfu nh\u1edd t\u0103ng tr\u01b0\u1edfng m\u1ea1nh t\u1eeb k\u00eanh giao h\u00e0ng v\u00e0 s\u1ef1 \u0111\u00f3ng g\u00f3p ng\u00e0y c\u00e0ng l\u1edbn c\u1ee7a m\u1ea3ng th\u1ef1c ph\u1ea9m (b\u00e1nh m\u00ec, b\u00e1nh ng\u1ecdt, kem, s\u1eefa chua). <\/p>\n

\u0110\u1ebfn cu\u1ed1i qu\u00fd 2\/2025, PLH v\u1eadn h\u00e0nh 184 c\u1eeda h\u00e0ng flagship v\u00e0 d\u1ef1 ki\u1ebfn m\u1edf th\u00eam 13 \u0111i\u1ec3m m\u1edbi trong n\u1eeda cu\u1ed1i n\u0103m, ch\u1ee7 y\u1ebfu t\u1ea1i H\u00e0 N\u1ed9i. Thay v\u00ec \u01b0u ti\u00ean m\u1edf r\u1ed9ng \u1ed3 \u1ea1t, PLH \u0111ang t\u1eadp trung v\u00e0o t\u00e1i c\u1ea5u tr\u00fac v\u00e0 t\u1ed1i \u01b0u m\u00f4 h\u00ecnh kinh doanh \u0111\u1ec3 n\u00e2ng cao hi\u1ec7u qu\u1ea3.<\/p>\n

\u0110\u1ecbnh gi\u00e1 c\u1ed5 phi\u1ebfu<\/p>\n

C\u1ed5 phi\u1ebfu MSN<\/span> \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 theo ph\u01b0\u01a1ng ph\u00e1p Sum of the Parts (SOTP), d\u1ef1a tr\u00ean gi\u00e1 tr\u1ecb ri\u00eang c\u1ee7a t\u1eebng m\u1ea3ng kinh doanh: Masan Consumer, WinCommerce, Masan MEATLife, Masan High-Tech Materials, Techcombank v\u00e0 Ph\u00fac Long Heritage. <\/p>\n

K\u1ebft qu\u1ea3 \u0111\u1ecbnh gi\u00e1 cho th\u1ea5y gi\u00e1 tr\u1ecb h\u1ee3p l\u00fd c\u1ee7a MSN<\/span> \u1edf m\u1ee9c 102,555 \u0111\u1ed3ng, cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi gi\u00e1 th\u1ecb tr\u01b0\u1eddng hi\u1ec7n t\u1ea1i. Nh\u01b0 v\u1eady, c\u1ed5 phi\u1ebfu MSN<\/span> \u0111ang \u1edf v\u00f9ng \u0111\u1ecbnh gi\u00e1 h\u1ea5p d\u1eabn \u0111\u1ed1i v\u1edbi nh\u00e0 \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n, \u0111\u1eb7c bi\u1ec7t khi doanh nghi\u1ec7p \u0111ang duy tr\u00ec t\u0103ng tr\u01b0\u1edfng t\u1ed1t, ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng th\u1ecb ph\u1ea7n v\u00e0 c\u00f3 tri\u1ec3n v\u1ecdng l\u1ee3i nhu\u1eadn r\u00f5 r\u00e0ng t\u1eeb c\u00e1c m\u1ea3ng kinh doanh c\u1ed1t l\u00f5i.<\/p>\n

<\/p>\n

Ngu\u1ed3n: VietstockFinance<\/a><\/em><\/p>\n

B\u1ed9 ph\u1eadn Ph\u00e2n t\u00edch Doanh nghi\u1ec7p, Ph\u00f2ng T\u01b0 v\u1ea5n Vietstock<\/a><\/p>\n

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

– 08:27 09\/09\/2025<\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

MSN – C\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf, t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng (K\u1ef3 2) CTCP T\u1eadp \u0111o\u00e0n Masan (HOSE: MSN) \u0111ang ghi […]<\/p>","protected":false},"author":1,"featured_media":48610,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-48609","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-co-phieu"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/48609","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=48609"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/48609\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media\/48610"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media?parent=48609"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/categories?post=48609"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/tags?post=48609"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}