{"id":74283,"date":"2026-04-21T09:08:48","date_gmt":"2026-04-21T02:08:48","guid":{"rendered":"https:\/\/hbbgroup.net\/chung-khoan-20-4-ly-do-co-phieu-vinhomes-bat-tang-kich-tran\/"},"modified":"2026-04-21T09:08:48","modified_gmt":"2026-04-21T02:08:48","slug":"chung-khoan-20-4-ly-do-co-phieu-vinhomes-bat-tang-kich-tran","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/chung-khoan-20-4-ly-do-co-phieu-vinhomes-bat-tang-kich-tran\/","title":{"rendered":"Ch\u1ee9ng kho\u00e1n 20-4: L\u00fd do c\u1ed5 phi\u1ebfu Vinhomes b\u1eadt t\u0103ng k\u1ecbch tr\u1ea7n"},"content":{"rendered":"
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T\u00ecnh tr\u1ea1ng “xanh v\u1ecf \u0111\u1ecf l\u00f2ng” ti\u1ebfp di\u1ec5n khi d\u00f2ng ti\u1ec1n ch\u1ec9 d\u1ed3n l\u1ef1c k\u00e9o nh\u00f3m c\u1ed5 phi\u1ebfu Vingroup, khi\u1ebfn t\u00e0i kho\u1ea3n c\u1ee7a ph\u1ea7n l\u1edbn nh\u00e0 \u0111\u1ea7u t\u01b0 “\u0111\u1ee9ng im”, trong b\u1ed1i c\u1ea3nh kh\u1ed1i ngo\u1ea1i v\u1eabn mi\u1ec7t m\u00e0i x\u1ea3 r\u00f2ng.<\/p>\n

\u0110\u00f3ng c\u1eeda ng\u00e0y giao d\u1ecbch \u0111\u1ea7u tu\u1ea7n (20-4), ch\u1ec9 s\u1ed1 VN-Index t\u0103ng m\u1ea1nh 19,94 \u0111i\u1ec3m (t\u01b0\u01a1ng \u1ee9ng m\u1ee9c t\u0103ng 1,10%), t\u1ef1 tin v\u01b0\u01a1n l\u00ean m\u1ed1c 1.837,11 \u0111i\u1ec3m. S\u1ee9c k\u00e9o ch\u1ee7 \u0111\u1ea1o gi\u00fap th\u1ecb tr\u01b0\u1eddng th\u0103ng hoa trong phi\u00ean n\u00e0y g\u1ea7n nh\u01b0 ph\u1ee5 thu\u1ed9c ho\u00e0n to\u00e0n v\u00e0o nh\u00f3m c\u1ed5 phi\u1ebfu “h\u1ecd” Vingroup.<\/p>\n

M\u00e3 c\u1ed5 phi\u1ebfu VHM v\u01b0\u01a1n l\u00ean tr\u1edf th\u00e0nh “\u0111\u1ea7u t\u00e0u” d\u1eabn d\u1eaft khi b\u1ee9t ph\u00e1 m\u1ea1nh m\u1ebd 6,9%, \u0111\u00f3ng c\u1eeda trong s\u1eafc t\u00edm t\u1ea1i m\u1ee9c gi\u00e1 145.100 \u0111\u1ed3ng\/c\u1ed5 phi\u1ebfu. S\u1ef1 th\u0103ng hoa c\u1ee7a VHM \u0111\u00e3 m\u1ed9t m\u00ecnh \u0111\u00f3ng g\u00f3p t\u1edbi 8,16 \u0111i\u1ec3m cho \u0111\u00e0 t\u0103ng c\u1ee7a ch\u1ec9 s\u1ed1 chung. <\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, c\u1ed5 phi\u1ebfu VHM b\u1ee9t ph\u00e1 sau khi C\u00f4ng ty CP Vinhomes (VHM) c\u00f4ng b\u1ed1 \u0111i\u1ec1u ch\u1ec9nh t\u00e0i li\u1ec7u \u0110\u1ea1i h\u1ed9i \u0111\u1ed3ng c\u1ed5 \u0111\u00f4ng th\u01b0\u1eddng ni\u00ean n\u0103m 2026 ngay tr\u01b0\u1edbc ng\u00e0y d\u1ef1 ki\u1ebfn t\u1ed5 ch\u1ee9c ng\u00e0y 21-4.<\/p>\n

Theo \u0111\u00f3, m\u1ee5c ti\u00eau doanh thu v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf n\u0103m 2026 \u0111\u01b0\u1ee3c n\u00e2ng l\u00ean l\u1ea7n l\u01b0\u1ee3t 285.000 t\u1ec9 \u0111\u1ed3ng v\u00e0 60.000 t\u1ec9 \u0111\u1ed3ng, t\u0103ng t\u01b0\u01a1ng \u1ee9ng 14% v\u00e0 20% so v\u1edbi k\u1ebf ho\u1ea1ch ban \u0111\u1ea7u. Nh\u01b0 v\u1eady, ch\u1ec9 sau kho\u1ea3ng 3 tu\u1ea7n k\u1ec3 t\u1eeb khi l\u1ea7n \u0111\u1ea7u c\u00f4ng b\u1ed1 t\u00e0i li\u1ec7u, doanh nghi\u1ec7p \u0111\u00e3 b\u1ed5 sung 35.000 t\u1ec9 \u0111\u1ed3ng doanh thu v\u00e0 10.000 t\u1ec9 \u0111\u1ed3ng l\u1ee3i nhu\u1eadn v\u00e0o k\u1ebf ho\u1ea1ch n\u0103m.<\/p>\n

S\u1ef1 h\u01b0ng ph\u1ea5n lan t\u1ecfa t\u00edch c\u1ef1c sang c\u00e1c c\u1ed5 phi\u1ebfu c\u00f9ng “h\u1ecd”, v\u1edbi VIC t\u0103ng 1,6% l\u00ean 191.000 \u0111\u1ed3ng\/c\u1ed5 phi\u1ebfu, VPL t\u0103ng 3% l\u00ean 85.300 \u0111\u1ed3ng v\u00e0 VRE t\u0103ng 3% l\u00ean 29.450. Ch\u1ec9 ri\u00eang m\u00e3 VIC c\u0169ng \u0111\u00e3 ti\u1ebfp s\u1ee9c th\u00eam 5,06 \u0111i\u1ec3m v\u00e0o r\u1ed5 ch\u1ec9 s\u1ed1.<\/p>\n

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\"Ch\u1ee9ng<\/p>

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Kh\u1ed1i ngo\u1ea1i ki\u00ean tr\u00ec duy tr\u00ec tr\u1ea1ng th\u00e1i b\u00e1n r\u00f2ng v\u1edbi gi\u00e1 tr\u1ecb 604,91 t\u1ec9 \u0111\u1ed3ng tr\u00ean s\u00e0n HoSE.<\/p>\n<\/figcaption><\/figure>\n

S\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a Vingroup, k\u1ebft h\u1ee3p c\u00f9ng l\u1ef1c \u0111\u1ee1 t\u1eeb m\u1ed9t s\u1ed1 m\u00e3 nh\u01b0 VCB (+1%), GEE (+7%) hay HDB (+2,7%), \u0111\u00e3 gi\u00fap nh\u00f3m v\u1ed1n h\u00f3a l\u1edbn VN30 ghi nh\u1eadn m\u1ee9c t\u0103ng \u1ea5n t\u01b0\u1ee3ng 20,93 \u0111i\u1ec3m (+1,05%), ch\u1ed1t phi\u00ean t\u1ea1i 2.009,04 \u0111i\u1ec3m.<\/p>\n

D\u00f9 ch\u1ec9 s\u1ed1 chung b\u1ee9t ph\u00e1 g\u1ea7n 20 \u0111i\u1ec3m nh\u01b0ng ni\u1ec1m vui l\u1ea1i kh\u00f4ng tr\u1ecdn v\u1eb9n v\u1edbi ph\u1ea7n \u0111\u00f4ng gi\u1edbi \u0111\u1ea7u t\u01b0. B\u1edfi, \u0111\u1eb1ng sau s\u1ef1 b\u1ee9t ph\u00e1 m\u1ea1nh m\u1ebd c\u1ee7a ch\u1ec9 s\u1ed1 VN-Index, b\u1ee9c tranh to\u00e0n c\u1ea3nh l\u1ea1i b\u1ed9c l\u1ed9 s\u1ef1 ph\u00e2n h\u00f3a s\u00e2u s\u1eafc v\u1edbi 154 m\u00e3 t\u0103ng v\u00e0 147 m\u00e3 gi\u1ea3m.<\/p>\n

Minh ch\u1ee9ng r\u00f5 n\u00e9t nh\u1ea5t l\u00e0 s\u1ef1 ph\u00e2n pha gi\u1eefa c\u00e1c s\u00e0n giao d\u1ecbch. Trong khi VN-Index t\u0103ng v\u1ecdt, ch\u1ec9 s\u1ed1 HNX-Index l\u1ea1i quay \u0111\u1ea7u gi\u1ea3m 2,67 \u0111i\u1ec3m (-1,03%) l\u00f9i v\u1ec1 257,33 \u0111i\u1ec3m, cho th\u1ea5y s\u1ef1 suy y\u1ebfu c\u1ee7a nh\u00f3m c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a v\u1eeba v\u00e0 nh\u1ecf. T\u1ea1i s\u00e0n HoSE, ph\u1ea7n l\u1edbn c\u00e1c c\u1ed5 phi\u1ebfu c\u00f2n l\u1ea1i tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ec9 dao \u0111\u1ed9ng v\u1edbi bi\u00ean \u0111\u1ed9 h\u1eb9p quanh m\u1ee9c tham chi\u1ebfu ho\u1eb7c ch\u00ecm trong s\u1eafc \u0111\u1ecf.<\/p>\n

Nh\u00ecn v\u00e0o nh\u00f3m ng\u00e2n h\u00e0ng, ngo\u1ea1i tr\u1eeb HDB, TCB hay VCB duy tr\u00ec \u0111\u01b0\u1ee3c \u0111\u00e0 t\u0103ng nh\u1eb9, c\u00e1c “\u00f4ng l\u1edbn” kh\u00e1c nh\u01b0 VPB, BID, STB, MBB \u0111\u1ec1u kh\u00f4ng th\u1ec3 gi\u1eef \u0111\u01b0\u1ee3c s\u1eafc xanh. \u00c1p l\u1ef1c ch\u1ed1t l\u1eddi c\u0169ng xu\u1ea5t hi\u1ec7n c\u1ee5c b\u1ed9 \u1edf h\u00e0ng lo\u1ea1t c\u00e1c m\u00e3 c\u00f3 s\u1ee9c \u1ea3nh h\u01b0\u1edfng kh\u00e1c nh\u01b0 BSR, GAS, GVR hay VJC, t\u1ea1o l\u1ef1c c\u1ea3n k\u00ecm h\u00e3m th\u1ecb tr\u01b0\u1eddng. H\u1ec7 qu\u1ea3 l\u00e0 t\u00e0i s\u1ea3n c\u1ee7a nhi\u1ec1u nh\u00e0 \u0111\u1ea7u t\u01b0 g\u1ea7n nh\u01b0 kh\u00f4ng bi\u1ebfn \u0111\u1ed9ng, th\u1eadm ch\u00ed s\u1ee5t gi\u1ea3m b\u1ea5t ch\u1ea5p VN-Index thi\u1ebft l\u1eadp \u0111\u1ec9nh cao m\u1edbi.<\/p>\n

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\"Ch\u1ee9ng<\/p>

<\/figcaption><\/figure>\n

Trong m\u1ed9t phi\u00ean giao d\u1ecbch m\u00e0 \u0111i\u1ec3m s\u1ed1 t\u0103ng m\u1ea1nh, d\u00f2ng ti\u1ec1n l\u1ea1i ch\u01b0a cho th\u1ea5y s\u1ef1 b\u00f9ng n\u1ed5 t\u01b0\u01a1ng x\u1ee9ng. T\u1ed5ng gi\u00e1 tr\u1ecb giao d\u1ecbch tr\u00ean s\u00e0n HoSE ch\u1ec9 \u0111\u1ea1t 20.048,04 t\u1ec9 \u0111\u1ed3ng, v\u1edbi t\u1ed5ng kh\u1ed1i l\u01b0\u1ee3ng \u0111\u1ea1t h\u01a1n 653,5 tri\u1ec7u \u0111\u01a1n v\u1ecb \u0111\u01b0\u1ee3c sang tay, th\u1ea5p nh\u1ea5t t\u1eeb \u0111\u1ea7u th\u00e1ng 4 \u0111\u1ebfn n\u00e0y.<\/p>\n

Thanh kho\u1ea3n duy tr\u00ec \u1edf m\u1ee9c trung b\u00ecnh ph\u1ea3n \u00e1nh t\u00e2m l\u00fd e d\u00e8, th\u1eadn tr\u1ecdng c\u1ee7a m\u1ed9t b\u1ed9 ph\u1eadn d\u00f2ng ti\u1ec1n \u0111\u1ee9ng ngo\u00e0i khi th\u1ecb tr\u01b0\u1eddng ph\u1ee5 thu\u1ed9c qu\u00e1 nhi\u1ec1u v\u00e0o m\u1ed9t v\u00e0i c\u1ed5 phi\u1ebfu tr\u1ee5.<\/p>\n

\u0110i\u1ec3m tr\u1eeb l\u1edbn ti\u1ebfp t\u1ee5c \u0111\u1ebfn t\u1eeb \u0111\u1ed9ng th\u00e1i c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i. Kh\u1ed1i ngo\u1ea1i ki\u00ean tr\u00ec duy tr\u00ec tr\u1ea1ng th\u00e1i b\u00e1n r\u00f2ng v\u1edbi gi\u00e1 tr\u1ecb 604,91 t\u1ec9 \u0111\u1ed3ng tr\u00ean HoSE. C\u1ee5 th\u1ec3, kh\u1ed1i n\u00e0y gi\u1ea3i ng\u00e2n mua v\u00e0o 2.547,74 t\u1ec9 \u0111\u1ed3ng nh\u01b0ng l\u1ea1i m\u1ea1nh tay x\u1ea3 h\u00e0ng v\u1edbi gi\u00e1 tr\u1ecb l\u00ean t\u1edbi 3.152,65 t\u1ec9 \u0111\u1ed3ng. \u0110\u1ed9ng th\u00e1i mi\u1ec7t m\u00e0i r\u00fat v\u1ed1n c\u1ee7a kh\u1ed1i ngo\u1ea1i ti\u1ebfp t\u1ee5c l\u00e0 m\u1ed9t r\u00e0o c\u1ea3n t\u00e2m l\u00fd kh\u00f4ng nh\u1ecf \u0111\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u1ed9i \u0111\u1ecba.<\/p>\n

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Vi\u1ec7c VN-Index ti\u1ebfp \u0111\u00e0 b\u1ee9t ph\u00e1 nh\u1edd l\u1ef1c k\u00e9o “\u0111\u1ed9c di\u1ec5n” t\u1eeb Vingroup \u0111ang \u0111\u1eb7t ra b\u00e0i to\u00e1n kh\u00f3 v\u1ec1 t\u00ednh b\u1ec1n v\u1eefng c\u1ee7a d\u00f2ng ti\u1ec1n. Trong b\u1ed1i c\u1ea3nh ph\u00e2n h\u00f3a kh\u1eafc nghi\u1ec7t hi\u1ec7n t\u1ea1i, gi\u1edbi chuy\u00ean m\u00f4n khuy\u1ebfn ngh\u1ecb nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n c\u1ea9n tr\u1ecdng r\u00e0 so\u00e1t danh m\u1ee5c, tr\u00e1nh cu\u1ed1n theo \u0111\u00e0 t\u0103ng c\u1ee7a ch\u1ec9 s\u1ed1 chung m\u00e0 b\u1ecf qua nh\u1eefng y\u1ebfu t\u1ed1 c\u01a1 b\u1ea3n c\u1ee7a t\u1eebng c\u1ed5 phi\u1ebfu c\u1ee5 th\u1ec3.<\/p>\n<\/p><\/div>\n

<\/zone> <\/div>","protected":false},"excerpt":{"rendered":"

T\u00ecnh tr\u1ea1ng “xanh v\u1ecf \u0111\u1ecf l\u00f2ng” ti\u1ebfp di\u1ec5n khi d\u00f2ng ti\u1ec1n ch\u1ec9 d\u1ed3n l\u1ef1c k\u00e9o nh\u00f3m c\u1ed5 phi\u1ebfu Vingroup, khi\u1ebfn […]<\/p>","protected":false},"author":5,"featured_media":74285,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-74283","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoan"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/74283","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/comments?post=74283"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/74283\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/74285"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=74283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=74283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=74283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}