{"id":2392,"date":"2025-10-09T06:02:17","date_gmt":"2025-10-08T23:02:17","guid":{"rendered":"https:\/\/ckvn.net\/chung-khoan\/?p=2392"},"modified":"2025-10-09T06:04:42","modified_gmt":"2025-10-08T23:04:42","slug":"ctck-goi-y-10-co-hoi-dau-tu-dang-chu-y-cuoi-nam-tam-diem-nhom-ngan-hang-bat-dong-san","status":"publish","type":"post","link":"https:\/\/ckvn.net\/chung-khoan\/thi-truong-chung-khoan\/ctck-goi-y-10-co-hoi-dau-tu-dang-chu-y-cuoi-nam-tam-diem-nhom-ngan-hang-bat-dong-san\/","title":{"rendered":"CTCK g\u1ee3i \u00fd 10 c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 \u0111\u00e1ng ch\u00fa \u00fd cu\u1ed1i n\u0103m, t\u00e2m \u0111i\u1ec3m nh\u00f3m ng\u00e2n h\u00e0ng, b\u1ea5t \u0111\u1ed9ng s\u1ea3n"},"content":{"rendered":"\n

Theo MBS, trong k\u1ecbch b\u1ea3n t\u00edch c\u1ef1c nh\u1ea5t (c\u1ea3 t\u0103ng tr\u01b0\u1edfng GDP v\u00e0 th\u00f4ng tin n\u00e2ng h\u1ea1ng \u0111\u00fang nh\u01b0 k\u1ef3 v\u1ecdng), th\u1ecb tr\u01b0\u1eddng s\u1ebd b\u1ee9t ph\u00e1 v\u00f9ng t\u00edch l\u0169y h\u01a1n 1 th\u00e1ng qua, v\u01b0\u1ee3t 1.700 \u0111i\u1ec3m \u0111\u1ec3 t\u00ecm c\u00e1c \u0111\u1ec9nh cao m\u1edbi.<\/h3>\n\n\n\n

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Trong b\u00e1o c\u00e1o m\u1edbi c\u1eadp nh\u1eadt,\u00a0Ch\u1ee9ng kho\u00e1n MB (MBS)<\/strong>\u00a0cho bi\u1ebft th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n s\u1eafp \u0111\u00f3n nh\u1eadn 2 th\u00f4ng tin kh\u00e1 quan tr\u1ecdng ngay \u0111\u1ea7u th\u00e1ng 10: th\u00f4ng tin r\u00e0 so\u00e1t tri\u1ec3n v\u1ecdng n\u00e2ng h\u1ea1ng t\u1eeb FTSE (ng\u00e0y 8\/10), tr\u01b0\u1edbc \u0111\u00f3 l\u00e0 lo\u1ea1t d\u1eef li\u1ec7u kinh t\u1ebf v\u0129 m\u00f4 qu\u00fd 3.<\/p>\n\n\n\n

Theo MBS, \u0111\u1ec3 \u0111\u1ea1t m\u1ee9c t\u0103ng tr\u01b0\u1edfng GDP 8% tr\u1edf l\u00ean, t\u0103ng tr\u01b0\u1edfng GDP qu\u00fd 3 \u00edt nh\u1ea5t ph\u1ea3i \u0111\u1ea1t m\u1ee9c 8,4%. \u0110\u00e2y s\u1ebd l\u00e0 2 s\u1ef1 ki\u1ec7n quy\u1ebft \u0111\u1ecbnh xu h\u01b0\u1edbng c\u1ee7a th\u1ecb tr\u01b0\u1eddng giai \u0111o\u1ea1n cu\u1ed1i n\u0103m, trong k\u1ecbch b\u1ea3n t\u00edch c\u1ef1c nh\u1ea5t (c\u1ea3 t\u0103ng tr\u01b0\u1edfng GDP v\u00e0 th\u00f4ng tin n\u00e2ng h\u1ea1ng \u0111\u00fang nh\u01b0 k\u1ef3 v\u1ecdng), th\u1ecb tr\u01b0\u1eddng s\u1ebd b\u1ee9t ph\u00e1 v\u00f9ng t\u00edch l\u0169y h\u01a1n 1 th\u00e1ng qua, v\u01b0\u1ee3t 1.700 \u0111i\u1ec3m \u0111\u1ec3 t\u00ecm c\u00e1c \u0111\u1ec9nh cao m\u1edbi.<\/p>\n\n\n\n

Trong b\u1ed1i c\u1ea3nh m\u00f4i tr\u01b0\u1eddng l\u00e3i su\u1ea5t th\u1ea5p, gi\u1ea3i ng\u00e2n \u0111\u1ea7u t\u01b0 c\u00f4ng t\u0103ng t\u1ed1c v\u1ec1 cu\u1ed1i n\u0103m v\u00e0 khung ph\u00e1p l\u00fd ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng \u0111ang tr\u1edf n\u00ean ho\u00e0n thi\u1ec7n, b\u1ed9 ph\u1eadn ph\u00e2n t\u00edch MBS cho r\u1eb1ng c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 s\u1ebd t\u1eadp trung \u1edf nh\u00f3m ng\u00e2n h\u00e0ng, \u0111\u1ea7u t\u01b0 c\u00f4ng, b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u00e0 n\u0103ng l\u01b0\u1ee3ng. Danh m\u1ee5c c\u00e1c c\u1ed5 phi\u1ebfu ti\u00eau bi\u1ec3u MBS\u00a0l\u1ef1a ch\u1ecdn cho th\u00e1ng 10\/2025 bao g\u1ed3m: VCB, CTG, PDR, IJC, VCG, HPG, HDG, PVD, MSN, ANV.<\/p>\n\n\n\n

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Trong nh\u00f3m ng\u00e2n h\u00e0ng, MBS \u0111\u00e1nh gi\u00e1\u00a0Vietinbank (m\u00e3: CTG) v\u00e0 Vietcombank (m\u00e3: VCB)\u00a0<\/em>\u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i nh\u1edd vi\u1ec7c \u0111\u1ea9y m\u1ea1nh \u0111\u1ea7u t\u01b0 c\u00f4ng n\u1eeda cu\u1ed1i n\u0103m 2025 nh\u1eb1m ho\u00e0n th\u00e0nh k\u1ebf ho\u1ea1ch c\u1ea3 n\u0103m v\u00e0 s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a th\u1ecb tr\u01b0\u1eddng b\u1ea5t \u0111\u1ed9ng s\u1ea3n. T\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn 2025 c\u1ee7a CTG v\u00e0 VCB l\u1ea7n l\u01b0\u1ee3t \u0111\u1ea1t m\u1ee9c 20% v\u00e0 6%. CTG \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o NIM duy tr\u00ec t\u1ed1t so v\u1edbi c\u00e1c ng\u00e2n h\u00e0ng t\u01b0 nh\u00e2n nh\u1edd chi ph\u00ed v\u1ed1n th\u1ea5p h\u01a1n. Song song, MBS k\u1ef3 v\u1ecdng VCB s\u1ebd duy tr\u00ec chi ph\u00ed d\u1ef1 ph\u00f2ng th\u1ea5p, qua \u0111\u00f3 ti\u1ebfp t\u1ee5c th\u00fac \u0111\u1ea9y t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn. VCB c\u0169ng c\u00f3 k\u1ebf ho\u1ea1ch ph\u00e1t h\u00e0nh ri\u00eang l\u1ebb d\u1ef1 ki\u1ebfn di\u1ec5n ra v\u00e0o cu\u1ed1i n\u0103m 2025\u20132026 nh\u1eb1m c\u1ee7ng c\u1ed1 h\u1ec7 s\u1ed1 an to\u00e0n v\u1ed1n.<\/p>\n\n\n\n

\u1ede nh\u00f3m b\u1ea5t \u0111\u1ed9ng s\u1ea3n, Ph\u00e1t \u0110\u1ea1t (m\u00e3: PDR)<\/em> \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o d\u00f2ng ti\u1ec1n c\u1ea3i thi\u1ec7n nh\u1edd kho\u1ea3n tho\u00e1i v\u1ed1n t\u1ea1i Thu\u1eadn An 1 & 2 trong 2H25 v\u00e0 2026 trong khi T\u1eadp \u0111o\u00e0n H\u00e0 \u0110\u00f4 (m\u00e3: HDG)<\/em> nhi\u1ec1u ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng v\u1edbi d\u1ef1 \u00e1n Charm Villa giai \u0111o\u1ea1n 3 c\u00f3 th\u1ec3 \u0111\u1ea1t bi\u00ean l\u1ee3i nhu\u1eadn r\u00f2ng cao \u1edf m\u1ee9c 46% nh\u1edd chi ph\u00ed s\u1eed d\u1ee5ng \u0111\u1ea5t th\u1ea5p v\u00e0 m\u1ee9c gi\u00e1 b\u00e1n t\u1ed1i \u01b0u kho\u1ea3ng 200 tri\u1ec7u VN\u0110\/m\u00b2. Theo \u0111\u00f3, MBS d\u1ef1 ph\u00f3ng t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn c\u1ee7a PDR v\u00e0 HDG \u0111\u1ea1t l\u1ea7n l\u01b0\u1ee3t 477% v\u00e0 143% trong n\u0103m nay.<\/p>\n\n\n\n

T\u1ea1i nh\u00f3m X\u00e2y d\u1ef1ng, MBS cho r\u1eb1ng Vinaconex (m\u00e3: VCG)<\/em> s\u1ebd h\u01b0\u1edfng l\u1ee3i t\u1eeb c\u00e1c d\u1ef1 \u00e1n \u0111\u1ea7u t\u01b0 c\u00f4ng tr\u1ecdng \u0111i\u1ec3m \u0111\u01b0\u1ee3c \u01b0u ti\u00ean giai \u0111o\u1ea1n 2025\u20132027, nh\u01b0 tuy\u1ebfn cao t\u1ed1c B\u1eafc \u2013 Nam v\u00e0 s\u00e2n bay Long Th\u00e0nh, v\u1edbi gi\u00e1 tr\u1ecb h\u1ee3p \u0111\u1ed3ng c\u00f2n l\u1ea1i d\u1ef1 ki\u1ebfn t\u0103ng l\u1ea7n l\u01b0\u1ee3t 8% v\u00e0 7% so v\u1edbi c\u00f9ng k\u1ef3 trong n\u0103m 2025\u20132026. L\u1ee3i nhu\u1eadn r\u00f2ng c\u1ee7a VCG d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng 337% so v\u1edbi c\u00f9ng k\u1ef3 trong n\u0103m 2025.<\/p>\n\n\n\n

M\u1ed9t doanh nghi\u1ec7p trong ng\u00e0nh th\u00e9p c\u0169ng xu\u1ea5t hi\u1ec7n trong danh s\u00e1ch l\u00e0 Ho\u00e0 Ph\u00e1t (m\u00e3: HPG<\/em>), \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o h\u01b0\u1edfng l\u1ee3i t\u1eeb tri\u1ec3n v\u1ecdng t\u00edch c\u1ef1c c\u1ee7a nhu c\u1ea7u th\u00e9p x\u00e2y d\u1ef1ng v\u00e0 HRC trong n\u01b0\u1edbc. S\u1ea3n l\u01b0\u1ee3ng v\u00e0 gi\u00e1 th\u00e9p x\u00e2y d\u1ef1ng d\u1ef1 ki\u1ebfn s\u1ebd c\u1ea3i thi\u1ec7n trong n\u1eeda cu\u1ed1i n\u0103m, nh\u1edd nhu c\u1ea7u gia t\u0103ng t\u1eeb \u0111\u1ea7u t\u01b0 h\u1ea1 t\u1ea7ng v\u00e0 x\u00e2y d\u1ef1ng nh\u00e0 \u1edf. T\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o t\u0103ng l\u1ea7n l\u01b0\u1ee3t 19%\/24% trong giai \u0111o\u1ea1n 2025\u20132026, ch\u1ee7 y\u1ebfu nh\u1edd s\u1ea3n l\u01b0\u1ee3ng HRC t\u1eeb DQ2 t\u0103ng m\u1ea1nh +50% so v\u1edbi c\u00f9ng k\u1ef3. L\u1ee3i nhu\u1eadn r\u00f2ng d\u1ef1 ki\u1ebfn t\u0103ng 42% v\u00e0 31% so v\u1edbi c\u00f9ng k\u1ef3 trong giai \u0111o\u1ea1n 2025\u20132026.<\/p>\n\n\n\n

Nh\u00f3m ph\u00e2n t\u00edch MBS c\u0169ng ch\u1ec9 ra r\u1eb1ng PV Drilling (m\u00e3: PVD)<\/em> c\u00f3 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng doanh thu nh\u1edd nhu c\u1ea7u ph\u00e1t tri\u1ec3n c\u00e1c d\u1ef1 \u00e1n d\u1ea7u kh\u00ed m\u1edbi t\u1ea1i Vi\u1ec7t Nam v\u00e0 khu v\u1ef1c \u0110\u00f4ng Nam \u00c1, trong b\u1ed1i c\u1ea3nh kh\u00f4ng c\u00f3 gi\u00e0n khoan m\u1edbi n\u00e0o \u0111\u01b0\u1ee3c b\u1ed5 sung v\u00e0o th\u1ecb tr\u01b0\u1eddng. G\u1ea7n \u0111\u00e2y, PVD \u0111\u00e3 mua th\u00eam hai gi\u00e0n khoan l\u00e0 PVD VIII (d\u1ef1 ki\u1ebfn \u0111\u01b0a v\u00e0o v\u1eadn h\u00e0nh cu\u1ed1i th\u00e1ng 8\/2025) v\u00e0 PVD IX (d\u1ef1 ki\u1ebfn v\u1eadn h\u00e0nh v\u00e0o \u0111\u1ea7u qu\u00fd 2\/2026).<\/p>\n\n\n\n

M\u1eb7t kh\u00e1c, n\u0103m 2025,\u00a0T\u1eadp \u0111o\u00e0n Masan (MSN)<\/em>\u00a0\u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd ph\u1ee5c h\u1ed3i t\u00edch c\u1ef1c tr\u00ean h\u1ea7u h\u1ebft c\u00e1c m\u1ea3ng kinh doanh, nh\u1edd \u0111\u00f3 MBS d\u1ef1 ph\u00f3ng l\u1ee3i nhu\u1eadn r\u00f2ng c\u00f3 th\u1ec3 t\u0103ng tr\u01b0\u1edfng 44% trong n\u0103m 2025.<\/p>\n\n\n\n

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Ngu\u00f4\u0300n: https:\/\/markettimes.vn\/ctck-goi-y-10-co-hoi-dau-tu-dang-chu-y-cuoi-nam-tam-diem-nhom-ngan-hang-bat-dong-san-93397.html<\/p>\n","protected":false},"excerpt":{"rendered":"

Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam s\u1eb5n s\u00e0ng b\u1ee9t ph\u00e1 sau th\u00f4ng tin n\u00e2ng h\u1ea1ng v\u00e0 t\u0103ng tr\u01b0\u1edfng GDP, MBS ch\u1ecdn VCB, CTG, PDR, HPG l\u00e0m t\u00e2m \u0111i\u1ec3m.<\/p>\n","protected":false},"author":1,"featured_media":2393,"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":[180],"tags":[618,629,613,616,622,632,611,625,627,634,273,628,612,620,617,624,615,626,614,621,631,248,623,633,351,619,630],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/2392"}],"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=2392"}],"version-history":[{"count":5,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/2392\/revisions"}],"predecessor-version":[{"id":2401,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/2392\/revisions\/2401"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media\/2393"}],"wp:attachment":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media?parent=2392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/categories?post=2392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/tags?post=2392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}