{"id":2072,"date":"2025-10-05T12:22:54","date_gmt":"2025-10-05T05:22:54","guid":{"rendered":"https:\/\/ckvn.net\/chung-khoan\/?p=2072"},"modified":"2025-10-05T12:31:06","modified_gmt":"2025-10-05T05:31:06","slug":"stb-dau-gia-32-co-phan-tai-vamc-du-kien-dien-ra-trong-quy-4-lntt-nua-cuoi-nam-uoc-tang-19-so-voi-cung-ky","status":"publish","type":"post","link":"https:\/\/ckvn.net\/chung-khoan\/phan-tich\/doanh-nghiep\/stb-dau-gia-32-co-phan-tai-vamc-du-kien-dien-ra-trong-quy-4-lntt-nua-cuoi-nam-uoc-tang-19-so-voi-cung-ky\/","title":{"rendered":"STB: \u0110\u1ea5u gi\u00e1 32% c\u1ed5 ph\u1ea7n t\u1ea1i VAMC d\u1ef1 ki\u1ebfn di\u1ec5n ra trong qu\u00fd 4. LNTT n\u1eeda cu\u1ed1i n\u0103m \u01b0\u1edbc t\u0103ng 19% so v\u1edbi c\u00f9ng k\u1ef3."},"content":{"rendered":"
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C\u00f4ng ty C\u1ed5 ph\u1ea7n Ch\u1ee9ng kho\u00e1n TP.HCM (HSC) t\u0103ng\u00a016% gi\u00e1 m\u1ee5c ti\u00eau \u0111\u1ed1i v\u1edbi Ng\u00e2n h\u00e0ng TMCP S\u00e0i G\u00f2n Th\u01b0\u01a1ng T\u00edn (STB) l\u00ean m\u1ee9c 58,200 \u0111\u1ed3ng\/c\u1ed5 phi\u1ebfu,\u00a0sau khi n\u00e2ng d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn. Tuy nhi\u00ean, HSC v\u1eabn duy tr\u00ec khuy\u1ebfn ngh\u1ecb\u00a0T\u0103ng t\u1ef7 tr\u1ecdng\u00a0do gi\u00e1 c\u1ed5 phi\u1ebfu \u0111\u00e3 c\u00f3 s\u1ef1 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd g\u1ea7n \u0111\u00e2y. M\u1eb7c d\u00f9 ti\u1ec1m n\u0103ng t\u0103ng gi\u00e1 t\u1ea1i m\u1ee9c gi\u00e1 m\u1ee5c ti\u00eau m\u1edbi ch\u1ec9 c\u00f2n 5%, nh\u01b0ng tri\u1ec3n v\u1ecdng t\u1eeb th\u01b0\u01a1ng v\u1ee5 \u0111\u1ea5u gi\u00e1 32% c\u1ed5 ph\u1ea7n s\u1ebd l\u00e0 \u0111\u1ed9ng l\u1ef1c \u0111\u00e1ng k\u1ec3 c\u00f3 th\u1ec3 th\u00fac \u0111\u1ea9y \u0111\u1ecbnh gi\u00e1 v\u01b0\u1ee3t qua m\u1ee9c m\u1ee5c ti\u00eau hi\u1ec7n t\u1ea1i.<\/p>\n\n\n\n

STB d\u1ef1 ki\u1ebfn \u0111\u1ea5u gi\u00e1 32% c\u1ed5 ph\u1ea7n t\u1ea1i VAMC trong qu\u00fd 4\/2025, l\u00e0 \u0111\u1ed9ng l\u1ef1c \u0111\u1ecbnh gi\u00e1 quan tr\u1ecdng; HSC v\u00e0 Vietcap \u0111\u1ec1u n\u00e2ng gi\u00e1 m\u1ee5c ti\u00eau l\u00ean 58,200\u0111 v\u00e0 62,400\u0111\/cp, ph\u1ea3n \u00e1nh k\u1ef3 v\u1ecdng t\u1eeb x\u1eed l\u00fd t\u00e0i s\u1ea3n t\u1ed3n \u0111\u1ecdng v\u00e0 thu h\u1ed3i kho\u1ea3n n\u1ee3 Phong Ph\u00fa.<\/p>\n\n\n\n

LNTT 6 th\u00e1ng \u0111\u1ea7u n\u0103m \u0111\u1ea1t 7,300 t\u1ef7 (+37% YoY), qu\u00fd 3 \u01b0\u1edbc \u0111\u1ea1t 3,400 t\u1ef7 (+25% YoY); t\u0103ng tr\u01b0\u1edfng t\u00edn d\u1ee5ng 9T \u0111\u1ea1t 13.5%, NIM duy tr\u00ec quanh 3.5%, chi ph\u00ed d\u1ef1 ph\u00f2ng gi\u1ea3m 25% so v\u1edbi c\u00f9ng k\u1ef3.<\/p>\n\n\n\n

Hi\u1ec7u qu\u1ea3 ho\u1ea1t \u0111\u1ed9ng c\u1ea3i thi\u1ec7n r\u00f5 r\u1ec7t, CIR qu\u00fd 2 gi\u1ea3m xu\u1ed1ng 41.1%, n\u1ee3 x\u1ea5u gi\u1ea3m nh\u1eb9 c\u00f2n 2.46%, ROE d\u1ef1 ph\u00f3ng \u0111\u1ea1t 20.2%; STB \u0111ang ti\u1ebfn g\u1ea7n \u0111\u1ebfn ho\u00e0n t\u1ea5t t\u00e1i c\u1ea5u tr\u00fac, v\u1edbi k\u1ef3 v\u1ecdng \u0111\u1ecbnh gi\u00e1 l\u1ea1i c\u1ed5 phi\u1ebfu n\u1ebfu th\u01b0\u01a1ng v\u1ee5 \u0111\u1ea5u gi\u00e1 ho\u00e0n t\u1ea5t.<\/p>\n\n\n\n

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N\u1ed9i dung<\/p>\n