{"id":74722,"date":"2026-04-22T08:58:07","date_gmt":"2026-04-22T01:58:07","guid":{"rendered":"https:\/\/hbbgroup.net\/pha-dinh-loi-nhuan-co-phieu-the-gioi-di-dong-mwg-duoc-khuyen-nghi-mua-voi-gia-muc-tieu-tang-gan-30\/"},"modified":"2026-04-22T08:58:07","modified_gmt":"2026-04-22T01:58:07","slug":"pha-dinh-loi-nhuan-co-phieu-the-gioi-di-dong-mwg-duoc-khuyen-nghi-mua-voi-gia-muc-tieu-tang-gan-30","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/pha-dinh-loi-nhuan-co-phieu-the-gioi-di-dong-mwg-duoc-khuyen-nghi-mua-voi-gia-muc-tieu-tang-gan-30\/","title":{"rendered":"Ph\u00e1 \u0111\u1ec9nh l\u1ee3i nhu\u1eadn, c\u1ed5 phi\u1ebfu Th\u1ebf Gi\u1edbi Di \u0110\u1ed9ng (MWG) \u0111\u01b0\u1ee3c khuy\u1ebfn ngh\u1ecb mua v\u1edbi gi\u00e1 m\u1ee5c ti\u00eau t\u0103ng g\u1ea7n 30%"},"content":{"rendered":"<div data-role=\"content\" id=\"mainContent\"><figcaption> <\/figcaption><p>  \u0110\u1ed9ng l\u1ef1c ch\u00ednh cho khuy\u1ebfn ngh\u1ecb n\u00e0y \u0111\u1ebfn t\u1eeb b\u1ee9c tranh t\u0103ng tr\u01b0\u1edfng v\u01b0\u1ee3t k\u1ef3 v\u1ecdng. Trong qu\u00fd \u0111\u1ea7u n\u0103m, MWG ghi nh\u1eadn doanh thu h\u01a1n 46.250 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 28% so v\u1edbi c\u00f9ng k\u1ef3, trong khi l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 2.668 t\u1ef7 \u0111\u1ed3ng, t\u0103ng t\u1edbi 72%. \u0110\u00e2y l\u00e0 qu\u00fd th\u1ee9 4 li\u00ean ti\u1ebfp doanh nghi\u1ec7p l\u1eadp \u0111\u1ec9nh l\u1ee3i nhu\u1eadn, m\u1ed9t k\u1ebft qu\u1ea3 \u0111\u00e1ng ch\u00fa \u00fd trong b\u1ed1i c\u1ea3nh ng\u00e0nh b\u00e1n l\u1ebb v\u1eabn \u0111\u1ed1i m\u1eb7t nhi\u1ec1u \u00e1p l\u1ef1c v\u1ec1 s\u1ee9c c\u1ea7u. <\/p>\n<p>  Kh\u00f4ng ch\u1ec9 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh, MWG c\u00f2n cho th\u1ea5y kh\u1ea3 n\u0103ng th\u1ef1c thi k\u1ebf ho\u1ea1ch hi\u1ec7u qu\u1ea3 khi m\u1edbi qua qu\u00fd I \u0111\u00e3 ho\u00e0n th\u00e0nh kho\u1ea3ng 25% ch\u1ec9 ti\u00eau doanh thu v\u00e0 g\u1ea7n 30% m\u1ee5c ti\u00eau l\u1ee3i nhu\u1eadn c\u1ea3 n\u0103m. \u0110i\u1ec1u n\u00e0y m\u1edf ra d\u01b0 \u0111\u1ecba v\u01b0\u1ee3t k\u1ebf ho\u1ea1ch 2026 n\u1ebfu xu h\u01b0\u1edbng t\u00edch c\u1ef1c ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c duy tr\u00ec. <\/p>\n<p>  Trong h\u1ec7 sinh th\u00e1i, \u0110i\u1ec7n M\u00e1y Xanh ti\u1ebfp t\u1ee5c l\u00e0 \u201cc\u1ed7 m\u00e1y in ti\u1ec1n\u201d ch\u1ee7 l\u1ef1c. Chu\u1ed7i n\u00e0y mang v\u1ec1 h\u01a1n 32.600 t\u1ef7 \u0111\u1ed3ng doanh thu trong qu\u00fd I, t\u0103ng 30% so v\u1edbi c\u00f9ng k\u1ef3. \u0110\u00e1ng ch\u00fa \u00fd, m\u1ea3ng b\u00e1n h\u00e0ng tr\u1ea3 ch\u1eadm ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng t\u1edbi 50%, cho th\u1ea5y hi\u1ec7u qu\u1ea3 r\u00f5 r\u1ec7t t\u1eeb vi\u1ec7c m\u1edf r\u1ed9ng c\u00e1c gi\u1ea3i ph\u00e1p t\u00e0i ch\u00ednh b\u00e1n l\u1ebb. L\u1ee3i nhu\u1eadn sau thu\u1ebf c\u1ee7a ri\u00eang DMX \u0111\u1ea1t h\u01a1n 2.200 t\u1ef7 \u0111\u1ed3ng, t\u0103ng g\u1ea7n 50%. <\/p>\n<p>  Kh\u00f4ng c\u00f2n d\u1eebng \u1edf b\u00e1n l\u1ebb \u0111\u01a1n thu\u1ea7n, DMX \u0111ang chuy\u1ec3n m\u00ecnh th\u00e0nh m\u1ed9t n\u1ec1n t\u1ea3ng cung c\u1ea5p \u201cgi\u1ea3i ph\u00e1p ti\u00eau d\u00f9ng tr\u1ecdn g\u00f3i\u201d \u2013 n\u01a1i s\u1ea3n ph\u1ea9m \u0111i k\u00e8m d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh. C\u00e1ch ti\u1ebfp c\u1eadn n\u00e0y kh\u00f4ng ch\u1ec9 gi\u00fap m\u1edf r\u1ed9ng t\u1ec7p kh\u00e1ch h\u00e0ng m\u00e0 c\u00f2n c\u1ea3i thi\u1ec7n bi\u00ean l\u1ee3i nhu\u1eadn trong d\u00e0i h\u1ea1n. <\/p>\n<p>  \u1ede chi\u1ec1u ng\u01b0\u1ee3c l\u1ea1i, B\u00e1ch H\u00f3a Xanh \u2013 t\u1eebng l\u00e0 d\u1ea5u h\u1ecfi l\u1edbn v\u1ec1 hi\u1ec7u qu\u1ea3 \u2013 \u0111ang d\u1ea7n cho th\u1ea5y s\u1ef1 \u201cl\u1ed9t x\u00e1c\u201d. Chu\u1ed7i \u0111\u1eb7t m\u1ee5c ti\u00eau t\u0103ng tr\u01b0\u1edfng doanh thu c\u1eeda h\u00e0ng hi\u1ec7n h\u1eefu kho\u1ea3ng 10% m\u1ed7i n\u0103m, \u0111\u1ed3ng th\u1eddi m\u1edf r\u1ed9ng ra th\u1ecb tr\u01b0\u1eddng mi\u1ec1n B\u1eafc v\u1edbi kho\u1ea3ng 100 c\u1eeda h\u00e0ng b\u01b0\u1edbc \u0111\u1ea7u \u0111\u1ea1t k\u1ef3 v\u1ecdng. Kh\u00e1c v\u1edbi giai \u0111o\u1ea1n tr\u01b0\u1edbc, chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a BHX hi\u1ec7n t\u1eadp trung v\u00e0o t\u1ed1i \u01b0u logistics v\u00e0 hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh, thay v\u00ec m\u1edf r\u1ed9ng n\u00f3ng. <\/p>\n<p>  M\u1ed9t tr\u1ee5 c\u1ed9t m\u1edbi c\u0169ng \u0111ang \u0111\u01b0\u1ee3c MWG \u0111\u1ecbnh h\u00ecnh l\u00e0 m\u1ea3ng d\u1ecbch v\u1ee5. Doanh nghi\u1ec7p \u0111\u1ea9y m\u1ea1nh c\u00e1c ho\u1ea1t \u0111\u1ed9ng l\u1eafp \u0111\u1eb7t, s\u1eeda ch\u1eefa v\u00e0 t\u1eebng b\u01b0\u1edbc cung c\u1ea5p ra th\u1ecb tr\u01b0\u1eddng thay v\u00ec ch\u1ec9 ph\u1ee5c v\u1ee5 n\u1ed9i b\u1ed9. \u0110\u00e2y \u0111\u01b0\u1ee3c xem l\u00e0 b\u01b0\u1edbc \u0111i nh\u1eb1m ho\u00e0n thi\u1ec7n h\u1ec7 sinh th\u00e1i ti\u00eau d\u00f9ng \u2013 gia t\u0103ng gi\u00e1 tr\u1ecb tr\u00ean m\u1ed7i kh\u00e1ch h\u00e0ng. <\/p>\n<p>  Song song \u0111\u00f3, MWG c\u0169ng \u0111\u1ec3 ng\u1ecf chi\u1ebfn l\u01b0\u1ee3c M&#038;A nh\u1eb1m t\u00ecm ki\u1ebfm c\u00e1c \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng m\u1edbi, t\u1eadn d\u1ee5ng n\u1ec1n t\u1ea3ng s\u1eb5n c\u00f3 trong ng\u00e0nh b\u00e1n l\u1ebb. \u1ede th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf, li\u00ean doanh Erablue ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c duy tr\u00ec v\u1edbi t\u1ef7 l\u1ec7 s\u1edf h\u1eefu 45%, \u0111\u1ed3ng th\u1eddi \u0111\u00e3 c\u00f3 s\u1ef1 ph\u00e2n vai r\u00f5 r\u00e0ng \u0111\u1ec3 t\u1ed1i \u01b0u hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh. <\/p>\n<p>  Trong b\u1ed1i c\u1ea3nh kinh t\u1ebf to\u00e0n c\u1ea7u c\u00f2n nhi\u1ec1u bi\u1ebfn s\u1ed1, ban l\u00e3nh \u0111\u1ea1o MWG l\u1ef1a ch\u1ecdn c\u00e1ch ti\u1ebfp c\u1eadn linh ho\u1ea1t: t\u1eadp trung v\u00e0o c\u00e1c ph\u00e2n kh\u00fac c\u00f2n d\u01b0 \u0111\u1ecba t\u0103ng tr\u01b0\u1edfng, thay v\u00ec d\u00e0n tr\u1ea3i. Chi\u1ebfn l\u01b0\u1ee3c n\u00e0y \u0111\u01b0\u1ee3c v\u00ed nh\u01b0 \u201cn\u01b0\u1edbc ch\u1ea3y v\u1ec1 ch\u1ed7 tr\u0169ng\u201d \u2013 t\u1ed1i \u01b0u h\u00f3a ngu\u1ed3n l\u1ef1c trong m\u00f4i tr\u01b0\u1eddng s\u1ee9c c\u1ea7u ch\u01b0a th\u1ef1c s\u1ef1 ph\u1ee5c h\u1ed3i m\u1ea1nh. <\/p>\n<p>  \u0110\u00e1ng ch\u00fa \u00fd, MWG c\u0169ng b\u1eaft \u0111\u1ea7u th\u0103m d\u00f2 l\u0129nh v\u1ef1c b\u1ea5t \u0111\u1ed9ng s\u1ea3n theo h\u01b0\u1edbng th\u1eadn tr\u1ecdng, ch\u1ee7 y\u1ebfu t\u1eadn d\u1ee5ng t\u00e0i s\u1ea3n s\u1eb5n c\u00f3 nh\u01b0 kho b\u00e3i \u0111\u1ec3 cho thu\u00ea, nh\u1eb1m gia t\u0103ng hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng v\u1ed1n m\u00e0 kh\u00f4ng l\u00e0m gia t\u0103ng r\u1ee7i ro ph\u00e1p l\u00fd. <\/p>\n<p>  V\u1ec1 ch\u00ednh s\u00e1ch c\u1ed5 \u0111\u00f4ng, doanh nghi\u1ec7p d\u1ef1 ki\u1ebfn \u01b0u ti\u00ean chia c\u1ed5 t\u1ee9c ti\u1ec1n m\u1eb7t trong n\u0103m 2026 thay v\u00ec mua c\u1ed5 phi\u1ebfu qu\u1ef9. \u0110\u1ed3ng th\u1eddi, MWG \u0111ang tri\u1ec3n khai l\u1ed9 tr\u00ecnh \u00e1p d\u1ee5ng chu\u1ea9n m\u1ef1c k\u1ebf to\u00e1n qu\u1ed1c t\u1ebf (IFRS), m\u1ed9t b\u01b0\u1edbc \u0111i nh\u1eb1m n\u00e2ng cao t\u00ednh minh b\u1ea1ch v\u00e0 ti\u1ec7m c\u1eadn c\u00e1c ti\u00eau chu\u1ea9n to\u00e0n c\u1ea7u. <\/p>\n<p>  Theo BSC Research, nh\u00ecn v\u1ec1 c\u00e1c qu\u00fd t\u1edbi, MWG \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng ti\u1ebfp t\u1ee5c h\u01b0\u1edfng l\u1ee3i t\u1eeb y\u1ebfu t\u1ed1 m\u00f9a v\u1ee5 nh\u01b0 c\u00e1c s\u1ef1 ki\u1ec7n th\u1ec3 thao l\u1edbn v\u00e0 nhu c\u1ea7u t\u0103ng cao \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m \u0111i\u1ec7n l\u1ea1nh. \u0110\u00e2y c\u00f3 th\u1ec3 tr\u1edf th\u00e0nh \u201c\u0111i\u1ec3m r\u01a1i\u201d gi\u00fap doanh nghi\u1ec7p t\u1eadn d\u1ee5ng \u0111\u00e0 ph\u1ee5c h\u1ed3i ti\u00eau d\u00f9ng. <\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"<p>\u0110\u1ed9ng l\u1ef1c ch\u00ednh cho khuy\u1ebfn ngh\u1ecb n\u00e0y \u0111\u1ebfn t\u1eeb b\u1ee9c tranh t\u0103ng tr\u01b0\u1edfng v\u01b0\u1ee3t k\u1ef3 v\u1ecdng. Trong qu\u00fd \u0111\u1ea7u n\u0103m, [&hellip;]<\/p>","protected":false},"author":5,"featured_media":74723,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-74722","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\/74722","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=74722"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/74722\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/74723"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=74722"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=74722"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=74722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}