{"id":57453,"date":"2025-12-22T15:35:22","date_gmt":"2025-12-22T08:35:22","guid":{"rendered":"https:\/\/hbbgroup.net\/quy-ngoai-ho-vn-index-len-3-200-diem-co-co-phieu-top-1-danh-muc-vua-tang-tran\/"},"modified":"2025-12-22T15:35:22","modified_gmt":"2025-12-22T08:35:22","slug":"quy-ngoai-ho-vn-index-len-3-200-diem-co-co-phieu-top-1-danh-muc-vua-tang-tran","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/vi\/quy-ngoai-ho-vn-index-len-3-200-diem-co-co-phieu-top-1-danh-muc-vua-tang-tran\/","title":{"rendered":"Qu\u1ef9 ngo\u1ea1i \u201ch\u00f4\u201d VN-Index l\u00ean 3.200 \u0111i\u1ec3m c\u00f3 c\u1ed5 phi\u1ebfu top 1 danh m\u1ee5c v\u1eeba t\u0103ng tr\u1ea7n"},"content":{"rendered":"
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C\u1ed5 phi\u1ebfu STB c\u1ee7a Sacombank v\u1eeba b\u1ea5t ng\u1edd c\u00f3 phi\u00ean t\u0103ng k\u1ecbch tr\u1ea7n l\u00ean m\u1ee9c 52.400 \u0111\u1ed3ng\/cp, cao nh\u1ea5t trong g\u1ea7n 2 th\u00e1ng. Ch\u1ec9 sau h\u01a1n 1 tu\u1ea7n giao d\u1ecbch, STB \u0111\u00e3 t\u0103ng g\u1ea7n 14% th\u1ecb gi\u00e1. Di\u1ec5n bi\u1ebfn n\u00e0y mang ni\u1ec1m vui tr\u1edf l\u1ea1i cho c\u1ed5 \u0111\u00f4ng Sacombank sau giai \u0111o\u1ea1n \u0111i\u1ec1u ch\u1ec9nh kh\u00e1 m\u1ea1nh t\u1eeb \u0111\u1ec9nh h\u1ed3i gi\u1eefa th\u00e1ng 10. <\/p>\n

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M\u1ed9t trong nh\u1eefng nh\u00e0 \u0111\u1ea7u t\u01b0 vui nh\u1ea5t l\u00e0 Pyn Elite Fund – qu\u1ef9 ngo\u1ea1i \u0111ang gi\u1eef STB \u1edf top 1 danh m\u1ee5c. T\u00ednh \u0111\u1ebfn cu\u1ed1i th\u00e1ng 11, quy m\u00f4 danh m\u1ee5c qu\u1ea3n l\u00fd c\u1ee7a qu\u1ef9 l\u00ean \u0111\u1ebfn h\u01a1n 890 tri\u1ec7u EUR (27.000 t\u1ef7 \u0111\u1ed3ng ~ 1 t\u1ef7 USD). Trong \u0111\u00f3, STB \u0111ang l\u00e0 c\u1ed5 phi\u1ebfu c\u00f3 t\u1ef7 tr\u1ecdng n\u1eafm gi\u1eef cao nh\u1ea5t v\u1edbi t\u1ef7 tr\u1ecdng 17,2% t\u01b0\u01a1ng \u0111\u01b0\u01a1ng kho\u1ea3ng 4.600 t\u1ef7 \u0111\u1ed3ng. <\/p>\n

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Trong b\u00e1o c\u00e1o th\u00e1ng 11, Pyn Elite Fund cho bi\u1ebft, vi\u1ec7c ho\u00e3n \u0111\u1ea5u gi\u00e1 ph\u1ea7n v\u1ed1n VAMC sang n\u1eeda \u0111\u1ea7u n\u0103m 2026 \u0111\u00e3 khi\u1ebfn nh\u00e0 \u0111\u1ea7u t\u01b0 th\u1ea5t v\u1ecdng, \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn hi\u1ec7u su\u1ea5t c\u1ee7a STB. \u0110\u1ed3ng th\u1eddi, kho\u1ea3n thu h\u1ed3i n\u1ee3 x\u1ea5u \u0111\u1ed9t bi\u1ebfn \u0111\u01b0\u1ee3c ng\u00e2n h\u00e0ng s\u1eed d\u1ee5ng \u0111\u1ec3 t\u0103ng tr\u00edch l\u1eadp d\u1ef1 ph\u00f2ng. D\u00f9 \u0111i\u1ec1u n\u00e0y gi\u00fap b\u1ea3ng c\u00e2n \u0111\u1ed1i k\u1ebf to\u00e1n v\u1eefng ch\u1eafc h\u01a1n song s\u1ebd khi\u1ebfn l\u1ee3i nhu\u1eadn ng\u1eafn h\u1ea1n th\u1ea5p h\u01a1n k\u1ef3 v\u1ecdng c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0. <\/p>\n

Vi\u1ec7c STB h\u1ed3i ph\u1ee5c m\u1ea1nh m\u1ebd g\u1ea7n \u0111\u00e2y c\u00f3 th\u1ec3 gi\u00fap Pyn Elite Fund c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3 hi\u1ec7u su\u1ea5t \u0111\u1ea7u t\u01b0. \u0110\u00e2y v\u1eabn l\u00e0 m\u1ed9t trong nh\u1eefng t\u1ed5 ch\u1ee9c n\u01b0\u1edbc ngo\u00e0i c\u00f3 g\u00f3c nh\u00ecn l\u1ea1c quan nh\u1ea5t v\u1ec1 th\u1ecb tr\u01b0\u1eddng. Trong b\u1ee9c th\u01b0 g\u1eedi nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1edbi \u0111\u00e2y, \u00f4ng Petri Deryng, ng\u01b0\u1eddi \u0111\u1ee9ng \u0111\u1ea7u Pyn Elite Fund, \u0111\u00e3 gi\u1ea3i th\u00edch l\u00fd do n\u00e2ng m\u1ee5c ti\u00eau VN-Index l\u00ean 3.200 \u0111i\u1ec3m v\u00e0o n\u0103m 2028. <\/p>\n

\u00d4ng Petri Deryng kh\u1eb3ng \u0111\u1ecbnh m\u1ee5c ti\u00eau n\u00e0y \u0111\u01b0\u1ee3c x\u00e2y d\u1ef1ng tr\u00ean gi\u1ea3 \u0111\u1ecbnh t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn doanh nghi\u1ec7p ni\u00eam y\u1ebft b\u00ecnh qu\u00e2n 18\u201320%\/n\u0103m trong c\u00e1c n\u0103m t\u1edbi. Con s\u1ed1 n\u00e0y ho\u00e0n to\u00e0n kh\u1ea3 thi trong v\u00f2ng 3 n\u0103m t\u1edbi d\u1ef1a tr\u00ean m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn doanh nghi\u1ec7p trung b\u00ecnh t\u1eeb 18-20% m\u1ed7i n\u0103m. V\u1edbi \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng n\u00e0y, \u0111\u1ecbnh gi\u00e1 P\/E c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u00e0o n\u0103m 2028 s\u1ebd \u0111\u1ea1t m\u1ee9c h\u1ee3p l\u00fd l\u00e0 16,0 (so v\u1edbi m\u1ee9c \u0111\u1ecbnh gi\u00e1 r\u1ebb hi\u1ec7n t\u1ea1i). <\/p>\n

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Theo qu\u1ef9 ngo\u1ea1i n\u00e0y, \u0111\u1ed9ng l\u1ef1c l\u1edbn nh\u1ea5t cho b\u01b0\u1edbc nh\u1ea3y v\u1ecdt m\u1edbi c\u1ee7a th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam \u0111\u1ebfn t\u1eeb n\u1ec1n t\u1ea3ng v\u0129 m\u00f4. M\u1ee5c ti\u00eau \u0103ng tr\u01b0\u1edfng GDP tr\u00ean 10%\/n\u0103m trong 10\u201315 n\u0103m t\u1edbi s\u1ebd c\u00f3 th\u1ec3 \u0111\u01b0a quy m\u00f4 n\u1ec1n kinh t\u1ebf v\u00e0 m\u1ee9c s\u1ed1ng ng\u01b0\u1eddi d\u00e2n l\u00ean m\u1ed9t m\u1eb7t b\u1eb1ng cao h\u01a1n. Qu\u1ef9 cho r\u1eb1ng \u0111\u1ecbnh h\u01b0\u1edbng n\u00e0y kh\u00f4ng ch\u1ec9 th\u1ec3 hi\u1ec7n qua ph\u00e1t ng\u00f4n ch\u00ednh s\u00e1ch, m\u00e0 \u0111\u00e3 \u0111\u01b0\u1ee3c c\u1ee5 th\u1ec3 h\u00f3a b\u1eb1ng c\u00e1c c\u1ea3i c\u00e1ch h\u00e0nh ch\u00ednh m\u1ea1nh m\u1ebd, gi\u1ea3i ph\u00f3ng ngu\u1ed3n l\u1ef1c kh\u1ed5ng l\u1ed3 cho n\u1ec1n kinh t\u1ebf. <\/p>\n

Qu\u1ef9 \u0111\u00e1nh gi\u00e1 th\u00eam, d\u01b0 \u0111\u1ecba t\u00e0i kh\u00f3a c\u1ee7a Vi\u1ec7t Nam v\u1eabn c\u00f2n l\u1edbn, t\u1ef7 l\u1ec7 n\u1ee3 c\u00f4ng c\u00f3 th\u1ec3 t\u0103ng l\u00ean 45%. Ngu\u1ed3n l\u1ef1c n\u00e0y \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u01b0\u1edbng v\u00e0o h\u00e0ng lo\u1ea1t si\u00eau d\u1ef1 \u00e1n h\u1ea1 t\u1ea7ng, n\u1ed5i b\u1eadt l\u00e0 \u0111\u01b0\u1eddng s\u1eaft cao t\u1ed1c B\u1eafc \u2013 Nam, c\u00f9ng c\u00e1c d\u1ef1 \u00e1n giao th\u00f4ng, n\u0103ng l\u01b0\u1ee3ng quy m\u00f4 l\u1edbn. Theo PYN, \u0111\u1ea7u t\u01b0 c\u00f4ng kh\u00f4ng ch\u1ec9 t\u1ea1o l\u1ef1c \u0111\u1ee1 cho t\u0103ng tr\u01b0\u1edfng ng\u1eafn h\u1ea1n, m\u00e0 c\u00f2n k\u00e9o theo \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n v\u00e0 t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn doanh nghi\u1ec7p. <\/p>\n

S\u1ef1 l\u1ea1c quan c\u1ee7a PYN Elite c\u00f2n \u0111\u1ebfn t\u1eeb nh\u1eefng b\u01b0\u1edbc ti\u1ebfn trong vi\u1ec7c hi\u1ec7n \u0111\u1ea1i h\u00f3a th\u1ecb tr\u01b0\u1eddng v\u1ed1n. Vi\u1ec7c FTSE n\u00e2ng h\u1ea1ng Vi\u1ec7t Nam l\u00ean Th\u1ecb tr\u01b0\u1eddng M\u1edbi n\u1ed5i th\u1ee9 c\u1ea5p v\u00e0o th\u00e1ng 10 v\u1eeba qua l\u00e0 minh ch\u1ee9ng r\u00f5 nh\u1ea5t. Qu\u1ef9 ngo\u1ea1i n\u00e0y c\u0169ng tin r\u1eb1ng MSCI s\u1ebd s\u1edbm c\u00f3 \u0111\u1ed9ng th\u00e1i t\u01b0\u01a1ng t\u1ef1 sau khi c\u00e1c c\u1ea3i c\u00e1ch nh\u01b0 h\u1ec7 th\u1ed1ng giao d\u1ecbch m\u1edbi, b\u1ecf y\u00eau c\u1ea7u k\u00fd qu\u1ef9 tr\u01b0\u1edbc (prefunding) v\u00e0 tri\u1ec3n khai m\u00f4 h\u00ecnh b\u00f9 tr\u1eeb trung t\u00e2m (CCP) \u0111\u01b0\u1ee3c ho\u00e0n thi\u1ec7n. <\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

C\u1ed5 phi\u1ebfu STB c\u1ee7a Sacombank v\u1eeba b\u1ea5t ng\u1edd c\u00f3 phi\u00ean t\u0103ng k\u1ecbch tr\u1ea7n l\u00ean m\u1ee9c 52.400 \u0111\u1ed3ng\/cp, cao nh\u1ea5t trong […]<\/p>","protected":false},"author":5,"featured_media":57456,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-57453","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\/57453","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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/comments?post=57453"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/57453\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media\/57456"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media?parent=57453"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/categories?post=57453"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/tags?post=57453"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}