<\/span><\/h3>\n\n\n\nMBS d\u1ef1 b\u00e1o LNST c\u1ee7a c\u00e1c ng\u00e2n h\u00e0ng ni\u00eam y\u1ebft s\u1ebd t\u0103ng kho\u1ea3ng 21.5% trong qu\u00fd 3\/2025. L\u0169y k\u1ebf 9 th\u00e1ng \u0111\u1ea7u n\u0103m, LNST d\u1ef1 ki\u1ebfn t\u0103ng 15.6% so v\u1edbi c\u00f9ng k\u1ef3. *<\/p>\n\n\n\n
MBS gi\u1eef nguy\u00ean khuy\u1ebfn ngh\u1ecb TRUNG L\u1eacP \u0111\u1ed1i v\u1edbi to\u00e0n ng\u00e0nh ng\u00e2n h\u00e0ng v\u00ec m\u1ee9c P\/B hi\u1ec7n t\u1ea1i cao h\u01a1n trung b\u00ecnh 3 n\u0103m v\u00e0 ch\u01b0a th\u1ef1c s\u1ef1 h\u1ea5p d\u1eabn v\u1edbi k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng 15% cho c\u1ea3 n\u0103m.<\/p>\n\n\n\n
Tuy nhi\u00ean, MBS khuy\u1ebfn ngh\u1ecb t\u00edch c\u1ef1c \u0111\u1ed1i v\u1edbi m\u1ed9t s\u1ed1 c\u1ed5 phi\u1ebfu ri\u00eang l\u1ebb nh\u01b0 CTG, VCB v\u00e0 HDB, do c\u00e1c ng\u00e2n h\u00e0ng qu\u1ed1c doanh s\u1ebd h\u01b0\u1edfng l\u1ee3i t\u1eeb xu h\u01b0\u1edbng \u0111\u1ea9y m\u1ea1nh \u0111\u1ea7u t\u01b0 c\u00f4ng v\u00e0 ch\u1ea5t l\u01b0\u1ee3ng t\u00e0i s\u1ea3n v\u01b0\u1ee3t tr\u1ed9i.<\/p>\n\n\n\n
CTG:<\/strong> MBS d\u1ef1 b\u00e1o CTG s\u1ebd c\u00f3 LNTT Q3\/35 k\u1ef3 v\u1ecdng \u0111\u1ea1t kho\u1ea3ng 9,500 t\u1ef7, +44.8% yoy \u0111\u01b0a LNTT l\u0169y k\u1ebf 9T25 \u0111\u1ea1t 28,400 t\u1ef7, +45.6% yoy v\u00e0 ho\u00e0n th\u00e0nh 75% KH c\u1ea3 n\u0103m nh\u1edd m\u1ee9c t\u0103ng tr\u01b0\u1edfng t\u00edn d\u1ee5ng (TTTD) d\u1ef1 ki\u1ebfn \u0111\u1ea1t h\u01a1n 15% v\u00e0o cu\u1ed1i th\u00e1ng 9. MBS c\u0169ng k\u1ef3 v\u1ecdng CTG s\u1ebd \u0111\u01b0\u1ee3c n\u1edbi th\u00eam 3% room t\u00edn d\u1ee5ng trong qu\u00fd cu\u1ed1i n\u0103m, gi\u00fap TTTD c\u1ea3 n\u0103m \u0111\u1ea1t kho\u1ea3ng 18%. M\u1eb7c d\u00f9 chi ph\u00ed tr\u00edch l\u1eadp d\u1ef1 ph\u00f2ng trong qu\u00fd 3\/2025 d\u1ef1 ki\u1ebfn t\u0103ng g\u1ea5p \u0111\u00f4i so v\u1edbi qu\u00fd 2, nh\u01b0ng \u0111i\u1ec1u n\u00e0y b\u00e1m s\u00e1t k\u1ebf ho\u1ea1ch tr\u00edch l\u1eadp c\u1ea3 n\u0103m c\u1ee7a ng\u00e2n h\u00e0ng.<\/p>\n\n\n\n<\/p>\n\n\n\n
VCB: <\/strong>MBS \u0111\u00e1nh gi\u00e1 t\u00edch c\u1ef1c v\u1ec1 VCB, d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn tr\u01b0\u1edbc thu\u1ebf qu\u00fd 3\/2025 t\u0103ng 11% so v\u1edbi c\u00f9ng k\u1ef3, \u0111\u1ea1t 11,876 t\u1ef7. \u0110\u1ed9ng l\u1ef1c ch\u00ednh \u0111\u1ebfn t\u1eeb t\u0103ng tr\u01b0\u1edfng t\u00edn d\u1ee5ng (TTTD) d\u1ef1 ki\u1ebfn \u0111\u1ea1t 11% v\u00e0o cu\u1ed1i th\u00e1ng 9, nh\u1edd vi\u1ec7c gi\u1ea3i ng\u00e2n m\u1ea1nh m\u1ebd cho c\u00e1c d\u1ef1 \u00e1n \u0111\u1ea7u t\u01b0 c\u00f4ng trong n\u1eeda cu\u1ed1i n\u0103m. T\u1ed5ng thu nh\u1eadp ho\u1ea1t \u0111\u1ed9ng c\u1ee7a ng\u00e2n h\u00e0ng \u0111\u01b0\u1ee3c d\u1ef1 ki\u1ebfn \u0111\u1ea1t 18,800 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 12.2% so v\u1edbi c\u00f9ng k\u1ef3. M\u1eb7c d\u00f9 chi ph\u00ed d\u1ef1 ph\u00f2ng d\u1ef1 ki\u1ebfn t\u0103ng m\u1ea1nh do kh\u00f4ng c\u00f2n ghi nh\u1eadn ho\u00e0n nh\u1eadp, t\u1ef7 l\u1ec7 n\u1ee3 x\u1ea5u c\u1ee7a VCB v\u1eabn \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd gi\u1ea3m xu\u1ed1ng m\u1ee9c 0.97%, cho th\u1ea5y ch\u1ea5t l\u01b0\u1ee3ng t\u00e0i s\u1ea3n v\u01b0\u1ee3t tr\u1ed9i.<\/p>\n\n\n\n<\/p>\n\n\n\n
HDB:<\/strong>\u00a0MBS \u0111\u00e1nh gi\u00e1 HDB c\u00f3 tri\u1ec3n v\u1ecdng t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd, d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn tr\u01b0\u1edbc thu\u1ebf qu\u00fd 3\/2025 t\u0103ng\u00a027%\u00a0so v\u1edbi c\u00f9ng k\u1ef3. \u0110\u1ed9ng l\u1ef1c ch\u00ednh \u0111\u1ebfn t\u1eeb t\u0103ng tr\u01b0\u1edfng t\u00edn d\u1ee5ng (TTTD) d\u1ef1 ki\u1ebfn \u0111\u1ea1t 25% v\u00e0o cu\u1ed1i th\u00e1ng 9, ho\u00e0n th\u00e0nh\u00a078%\u00a0k\u1ebf ho\u1ea1ch c\u1ea3 n\u0103m.\u00a0M\u1eb7c d\u00f9 chi ph\u00ed tr\u00edch l\u1eadp d\u1ef1 ph\u00f2ng trong qu\u00fd 3 d\u1ef1 b\u00e1o t\u0103ng\u00a070.3%\u00a0so v\u1edbi c\u00f9ng k\u1ef3, nh\u01b0ng \u0111i\u1ec1u n\u00e0y kh\u00f4ng \u0111\u00e1ng lo ng\u1ea1i v\u00ec chi ph\u00ed l\u0169y k\u1ebf 9 th\u00e1ng \u0111\u1ea7u n\u0103m v\u1eabn \u0111\u01b0\u1ee3c ki\u1ec3m so\u00e1t. MBS d\u1ef1 ph\u00f3ng l\u1ee3i nhu\u1eadn tr\u01b0\u1edbc thu\u1ebf l\u0169y k\u1ebf 9 th\u00e1ng c\u1ee7a HDB \u0111\u1ea1t\u00a015,700 t\u1ef7 \u0111\u1ed3ng, t\u0103ng\u00a024%\u00a0so v\u1edbi c\u00f9ng k\u1ef3.<\/p>\n","protected":false},"excerpt":{"rendered":"Theo b\u00e1o c\u00e1o c\u1ee7a CTCP Ch\u1ee9ng kho\u00e1n MBS, l\u1ee3i nhu\u1eadn sau thu\u1ebf (LNST) c\u1ee7a c\u00e1c ng\u00e2n h\u00e0ng ni\u00eam y\u1ebft \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd t\u0103ng t\u1ed1c m\u1ea1nh m\u1ebd trong qu\u00fd 3 n\u0103m 2025, v\u1edbi m\u1ee9c t\u0103ng tr\u01b0\u1edfng\u00a022%\u00a0so v\u1edbi c\u00f9ng k\u1ef3. M\u1ee9c t\u0103ng n\u00e0y kh\u1ea3 quan h\u01a1n so v\u1edbi m\u1ee9c\u00a016.3%\u00a0trong n\u1eeda \u0111\u1ea7u n\u0103m. T\u00edn d\u1ee5ng t\u0103ng t\u1ed1c, l\u1ee3i nhu\u1eadn ng\u00e2n h\u00e0ng b\u1ee9t ph\u00e1: LNST qu\u00fd 3\/2025 c\u1ee7a c\u00e1c ng\u00e2n h\u00e0ng ni\u00eam y\u1ebft d\u1ef1 ki\u1ebfn t\u0103ng 21.5% YoY, nh\u1edd t\u00edn d\u1ee5ng to\u00e0n ng\u00e0nh t\u0103ng 11.82% t\u1eeb \u0111\u1ea7u n\u0103m, \u0111\u1eb7c bi\u1ec7t \u1edf m\u1ea3ng b\u00e1n l\u1ebb nh\u01b0 cho vay mua nh\u00e0 v\u00e0 ti\u00eau d\u00f9ng. Chi ph\u00ed <\/p>\n","protected":false},"author":1,"featured_media":1635,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[171],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/1581"}],"collection":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/comments?post=1581"}],"version-history":[{"count":8,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/1581\/revisions"}],"predecessor-version":[{"id":1688,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/1581\/revisions\/1688"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media\/1635"}],"wp:attachment":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media?parent=1581"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/categories?post=1581"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/tags?post=1581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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