{"id":301586,"date":"2025-07-10T22:25:02","date_gmt":"2025-07-10T22:25:02","guid":{"rendered":"https:\/\/pocketoption.com\/blog\/news-events\/data\/steel-stock-2\/"},"modified":"2025-07-10T22:25:02","modified_gmt":"2025-07-10T22:25:02","slug":"steel-stock","status":"publish","type":"post","link":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/markets\/steel-stock\/","title":{"rendered":"C\u1ed5 phi\u1ebfu th\u00e9p: C\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 ti\u1ec1m n\u0103ng 2025 trong chu k\u1ef3 ph\u1ee5c h\u1ed3i ng\u00e0nh c\u00f4ng nghi\u1ec7p"},"content":{"rendered":"<div id=\"root\"><div id=\"wrap-img-root\"><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":50,"featured_media":178445,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[21],"tags":[39,45,44],"class_list":["post-301586","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-markets","tag-platform","tag-stock","tag-strategy"],"acf":{"h1":"Pocket Option: C\u1ed5 Phi\u1ebfu Th\u00e9p Vi\u1ec7t Nam - Ph\u00e2n T\u00edch Th\u1ef1c Ti\u1ec5n v\u00e0 7 Chi\u1ebfn L\u01b0\u1ee3c \u0110\u1ea7u T\u01b0 Sinh L\u1eddi 2025","h1_source":{"label":"H1","type":"text","formatted_value":"Pocket Option: C\u1ed5 Phi\u1ebfu Th\u00e9p Vi\u1ec7t Nam - Ph\u00e2n T\u00edch Th\u1ef1c Ti\u1ec5n v\u00e0 7 Chi\u1ebfn L\u01b0\u1ee3c \u0110\u1ea7u T\u01b0 Sinh L\u1eddi 2025"},"description":"C\u1ed5 phi\u1ebfu th\u00e9p - ph\u00e2n t\u00edch chuy\u00ean s\u00e2u v\u1ec1 th\u1ecb tr\u01b0\u1eddng th\u00e9p Vi\u1ec7t Nam n\u0103m 2025, 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 \u0111\u00e3 \u0111\u01b0\u1ee3c ch\u1ee9ng minh v\u00e0 c\u00e1ch t\u0103ng l\u1ee3i nhu\u1eadn l\u00ean 20% v\u1edbi Pocket Option","description_source":{"label":"Description","type":"textarea","formatted_value":"C\u1ed5 phi\u1ebfu th\u00e9p - ph\u00e2n t\u00edch chuy\u00ean s\u00e2u v\u1ec1 th\u1ecb tr\u01b0\u1eddng th\u00e9p Vi\u1ec7t Nam n\u0103m 2025, 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 \u0111\u00e3 \u0111\u01b0\u1ee3c ch\u1ee9ng minh v\u00e0 c\u00e1ch t\u0103ng l\u1ee3i nhu\u1eadn l\u00ean 20% v\u1edbi Pocket Option"},"intro":"Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n th\u00e9p c\u1ee7a Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd v\u1edbi m\u1ee9c t\u0103ng tr\u01b0\u1edfng 18% trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025, v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi VN-Index. B\u00e0i vi\u1ebft cung c\u1ea5p ph\u00e2n t\u00edch to\u00e0n di\u1ec7n v\u1ec1 5 c\u1ed5 phi\u1ebfu th\u00e9p ti\u1ec1m n\u0103ng, 7 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 th\u1ef1c ti\u1ec5n, v\u00e0 c\u00e1ch x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c c\u00e1c y\u1ebfu t\u1ed1 th\u00fac \u0111\u1ea9y t\u0103ng tr\u01b0\u1edfng 24-35% trong 12 th\u00e1ng t\u1edbi. T\u1eeb c\u00e1c d\u1ef1 \u00e1n \u0111\u1ea7u t\u01b0 c\u00f4ng tr\u1ecb gi\u00e1 732.000 t\u1ef7 VND \u0111\u1ebfn chu k\u1ef3 ph\u1ee5c h\u1ed3i ng\u00e0nh v\u00e0 c\u00f4ng ngh\u1ec7 s\u1ea3n xu\u1ea5t xanh, t\u1ea5t c\u1ea3 \u0111\u1ec1u t\u1ea1o ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 h\u1ea5p d\u1eabn cho n\u0103m 2025.","intro_source":{"label":"Intro","type":"text","formatted_value":"Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n th\u00e9p c\u1ee7a Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd v\u1edbi m\u1ee9c t\u0103ng tr\u01b0\u1edfng 18% trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025, v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi VN-Index. B\u00e0i vi\u1ebft cung c\u1ea5p ph\u00e2n t\u00edch to\u00e0n di\u1ec7n v\u1ec1 5 c\u1ed5 phi\u1ebfu th\u00e9p ti\u1ec1m n\u0103ng, 7 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 th\u1ef1c ti\u1ec5n, v\u00e0 c\u00e1ch x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c c\u00e1c y\u1ebfu t\u1ed1 th\u00fac \u0111\u1ea9y t\u0103ng tr\u01b0\u1edfng 24-35% trong 12 th\u00e1ng t\u1edbi. T\u1eeb c\u00e1c d\u1ef1 \u00e1n \u0111\u1ea7u t\u01b0 c\u00f4ng tr\u1ecb gi\u00e1 732.000 t\u1ef7 VND \u0111\u1ebfn chu k\u1ef3 ph\u1ee5c h\u1ed3i ng\u00e0nh v\u00e0 c\u00f4ng ngh\u1ec7 s\u1ea3n xu\u1ea5t xanh, t\u1ea5t c\u1ea3 \u0111\u1ec1u t\u1ea1o ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 h\u1ea5p d\u1eabn cho n\u0103m 2025."},"body_html":"<div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>T\u1ed5ng quan v\u1ec1 ng\u00e0nh th\u00e9p Vi\u1ec7t Nam v\u00e0 ti\u1ec1m n\u0103ng ph\u00e1t tri\u1ec3n 2025<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Ng\u00e0nh th\u00e9p \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong ph\u00e1t tri\u1ec3n kinh t\u1ebf Vi\u1ec7t Nam, \u0111\u00f3ng g\u00f3p 4,5% v\u00e0o GDP qu\u1ed1c gia v\u00e0 t\u1ea1o vi\u1ec7c l\u00e0m cho h\u01a1n 200.000 lao \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp. Tr\u01b0\u1edbc b\u1ed1i c\u1ea3nh \u0111\u1ea7u t\u01b0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng v\u00e0 \u0111\u00f4 th\u1ecb h\u00f3a gia t\u0103ng, c\u1ed5 phi\u1ebfu th\u00e9p \u0111\u00e3 ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng trung b\u00ecnh 18% trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025, v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi m\u1ee9c t\u0103ng 10% c\u1ee7a VN-Index.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Theo d\u1eef li\u1ec7u m\u1edbi nh\u1ea5t t\u1eeb Hi\u1ec7p h\u1ed9i Th\u00e9p Vi\u1ec7t Nam (VSA), s\u1ea3n l\u01b0\u1ee3ng th\u00e9p trong n\u01b0\u1edbc \u0111\u1ea1t kho\u1ea3ng 25 tri\u1ec7u t\u1ea5n v\u00e0o n\u0103m 2024, t\u0103ng 8,5% so v\u1edbi n\u0103m 2023 v\u00e0 15,3% so v\u1edbi n\u0103m 2022. \u0110\u1eb7c bi\u1ec7t, c\u00e1c ph\u00e2n kh\u00fac th\u00e9p x\u00e2y d\u1ef1ng v\u00e0 th\u00e9p c\u00e1n n\u00f3ng ghi nh\u1eadn t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng \u1ea5n t\u01b0\u1ee3ng l\u1ea7n l\u01b0\u1ee3t l\u00e0 12,4% v\u00e0 9,8%, ph\u1ea3n \u00e1nh s\u1ef1 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd trong nhu c\u1ea7u x\u00e2y d\u1ef1ng d\u00e2n d\u1ee5ng v\u00e0 c\u00f4ng nghi\u1ec7p.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>V\u1edbi c\u00e1c k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 c\u00f4ng c\u1ee5 th\u1ec3 tr\u1ecb gi\u00e1 732.000 t\u1ef7 VND cho giai \u0111o\u1ea1n 2024-2025, t\u1eadp trung v\u00e0o 10 d\u1ef1 \u00e1n giao th\u00f4ng tr\u1ecdng \u0111i\u1ec3m nh\u01b0 \u0111\u01b0\u1eddng cao t\u1ed1c B\u1eafc-Nam ph\u00eda \u0110\u00f4ng (2.063 km), metro H\u00e0 N\u1ed9i (tuy\u1ebfn 2 v\u00e0 3) v\u00e0 TP.HCM (tuy\u1ebfn 1 v\u00e0 2), nhu c\u1ea7u th\u00e9p x\u00e2y d\u1ef1ng d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng 12,8% v\u00e0o n\u0103m 2025. M\u1ed7i km \u0111\u01b0\u1eddng cao t\u1ed1c ti\u00eau th\u1ee5 kho\u1ea3ng 10.000 t\u1ea5n th\u00e9p, t\u1ea1o \u0111\u1ed9ng l\u1ef1c l\u1edbn cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t nh\u01b0 HPG, HSG v\u00e0 POM.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>C\u1ed5 phi\u1ebfu th\u00e9p n\u1ed5i b\u1eadt v\u00e0 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng 2025<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam hi\u1ec7n c\u00f3 15 c\u1ed5 phi\u1ebfu th\u00e9p ni\u00eam y\u1ebft, v\u1edbi t\u1ed5ng v\u1ed1n h\u00f3a 228.950 t\u1ef7 VND (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 9,2 t\u1ef7 USD). D\u1ef1a tr\u00ean d\u1eef li\u1ec7u t\u00e0i ch\u00ednh Q1\/2025 v\u00e0 d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng, d\u01b0\u1edbi \u0111\u00e2y l\u00e0 ph\u00e2n t\u00edch chi ti\u1ebft v\u1ec1 5 c\u1ed5 phi\u1ebfu th\u00e9p h\u00e0ng \u0111\u1ea7u m\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean theo d\u00f5i.<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>M\u00e3 c\u1ed5 phi\u1ebfu th\u00e9p<\/th><th>T\u00ean c\u00f4ng ty<\/th><th>V\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng (T\u1ef7 VND)<\/th><th>P\/E (TTM)<\/th><th>ROE (%)<\/th><th>D\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng EPS 2025 (%)<\/th><\/tr><\/thead><tbody><tr><td>HPG<\/td><td>C\u00f4ng ty CP T\u1eadp \u0111o\u00e0n H\u00f2a Ph\u00e1t<\/td><td>195.000<\/td><td>14,8<\/td><td>12,6<\/td><td>23,5<\/td><\/tr><tr><td>HSG<\/td><td>C\u00f4ng ty CP T\u1eadp \u0111o\u00e0n Hoa Sen<\/td><td>12.500<\/td><td>17,2<\/td><td>8,4<\/td><td>15,2<\/td><\/tr><tr><td>NKG<\/td><td>C\u00f4ng ty CP Th\u00e9p Nam Kim<\/td><td>8.200<\/td><td>15,3<\/td><td>7,9<\/td><td>18,7<\/td><\/tr><tr><td>TIS<\/td><td>C\u00f4ng ty CP Tisco<\/td><td>4.800<\/td><td>19,6<\/td><td>5,2<\/td><td>9,8<\/td><\/tr><tr><td>POM<\/td><td>C\u00f4ng ty CP Th\u00e9p Pomina<\/td><td>4.200<\/td><td>\u00c2m<\/td><td>\u00c2m<\/td><td>D\u1ef1 ki\u1ebfn t\u00edch c\u1ef1c t\u1eeb Q3\/2025<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>H\u00f2a Ph\u00e1t (HPG) - G\u00e3 kh\u1ed5ng l\u1ed3 v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn v\u01b0\u1ee3t tr\u1ed9i 18,5%<\/h3><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>HPG l\u00e0 c\u1ed5 phi\u1ebfu th\u00e9p d\u1eabn \u0111\u1ea7u v\u1edbi 36,8% th\u1ecb ph\u1ea7n th\u00e9p x\u00e2y d\u1ef1ng v\u00e0 32,5% trong \u1ed1ng th\u00e9p (t\u00ednh \u0111\u1ebfn Q1\/2025). Trong Q1\/2025, HPG ghi nh\u1eadn doanh thu 41.230 t\u1ef7 VND, t\u0103ng 18,2% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc v\u00e0 l\u1ee3i nhu\u1eadn r\u00f2ng 6.850 t\u1ef7 VND, t\u0103ng 152% so v\u1edbi Q1\/2024, \u0111\u00e1nh d\u1ea5u 5 qu\u00fd t\u0103ng tr\u01b0\u1edfng li\u00ean ti\u1ebfp.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>L\u1ee3i th\u1ebf c\u1ea1nh tranh ch\u00ednh c\u1ee7a HPG \u0111\u1ebfn t\u1eeb m\u00f4 h\u00ecnh s\u1ea3n xu\u1ea5t kh\u00e9p k\u00edn - t\u1eeb qu\u1eb7ng s\u1eaft \u0111\u1ebfn s\u1ea3n ph\u1ea9m ho\u00e0n thi\u1ec7n, gi\u00fap bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p \u0111\u1ea1t 18,5%, cao h\u01a1n 5-7% so v\u1edbi c\u00e1c \u0111\u1ed1i th\u1ee7 trong ng\u00e0nh. D\u1ef1 \u00e1n Dung Qu\u1ea5t 2 \u0111ang \u0111\u01b0\u1ee3c tri\u1ec3n khai \u0111\u00fang ti\u1ebfn \u0111\u1ed9 v\u1edbi 78% c\u00f4ng vi\u1ec7c \u0111\u00e3 ho\u00e0n th\u00e0nh, d\u1ef1 ki\u1ebfn s\u1ebd ch\u1ea1y th\u1eed nghi\u1ec7m v\u00e0o Q4\/2025 v\u00e0 s\u1ebd t\u0103ng c\u00f4ng su\u1ea5t th\u00e9p th\u00f4 l\u00ean 14 tri\u1ec7u t\u1ea5n\/n\u0103m v\u00e0o n\u0103m 2026, t\u0103ng 66% so v\u1edbi m\u1ee9c hi\u1ec7n t\u1ea1i.<\/p><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>T\u1eadp \u0111o\u00e0n Hoa Sen (HSG) v\u00e0 Th\u00e9p Nam Kim (NKG) - T\u0103ng tr\u01b0\u1edfng qua xu\u1ea5t kh\u1ea9u v\u00e0 \u0111a d\u1ea1ng h\u00f3a s\u1ea3n ph\u1ea9m<\/h3><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>HSG v\u00e0 NKG chi\u1ebfm 62,3% th\u1ecb ph\u1ea7n th\u00e9p m\u1ea1 trong n\u01b0\u1edbc (HSG: 34,8%, NKG: 27,5% t\u00ednh \u0111\u1ebfn Q1\/2025). Trong Q1\/2025, HSG ghi nh\u1eadn doanh thu 9.850 t\u1ef7 VND (+23,5% YoY) v\u00e0 l\u1ee3i nhu\u1eadn 432 t\u1ef7 VND (+78,3% YoY), trong khi NKG \u0111\u1ea1t doanh thu 6.780 t\u1ef7 VND (+19,8% YoY) v\u00e0 l\u1ee3i nhu\u1eadn 282 t\u1ef7 VND (so v\u1edbi l\u1ed7 trong c\u00f9ng k\u1ef3 n\u0103m 2024).<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110i\u1ec3m n\u1ed5i b\u1eadt c\u1ee7a c\u1ea3 hai c\u00f4ng ty l\u00e0 k\u1ebft qu\u1ea3 xu\u1ea5t kh\u1ea9u \u1ea5n t\u01b0\u1ee3ng. HSG xu\u1ea5t kh\u1ea9u 145.000 t\u1ea5n th\u00e9p (+32% YoY) \u0111\u1ebfn 5 th\u1ecb tr\u01b0\u1eddng ch\u00ednh: M\u1ef9 (38.000 t\u1ea5n), EU (35.000 t\u1ea5n), Mexico (28.000 t\u1ea5n), ASEAN (25.000 t\u1ea5n) v\u00e0 \u00dac (19.000 t\u1ea5n). NKG c\u0169ng ghi nh\u1eadn kh\u1ed1i l\u01b0\u1ee3ng xu\u1ea5t kh\u1ea9u 108.000 t\u1ea5n (+28% YoY), v\u1edbi th\u1ecb tr\u01b0\u1eddng B\u1eafc M\u1ef9 chi\u1ebfm 42% t\u1ed5ng xu\u1ea5t kh\u1ea9u v\u00e0 mang l\u1ea1i bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 12,8%, cao nh\u1ea5t trong c\u00e1c th\u1ecb tr\u01b0\u1eddng c\u1ee7a m\u00ecnh.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Ph\u00e2n t\u00edch \u0111\u1ecbnh l\u01b0\u1ee3ng c\u00e1c y\u1ebfu t\u1ed1 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ec3 c\u00f3 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n \u0111\u1ecbnh l\u01b0\u1ee3ng t\u00e1c \u0111\u1ed9ng c\u1ee7a c\u00e1c y\u1ebfu t\u1ed1 v\u0129 m\u00f4 v\u00e0 vi m\u00f4 \u0111\u1ebfn bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam. D\u1ef1a tr\u00ean ph\u00e2n t\u00edch d\u1eef li\u1ec7u trong 5 n\u0103m qua, ch\u00fang t\u00f4i \u0111\u00e3 x\u00e1c \u0111\u1ecbnh c\u00e1c h\u1ec7 s\u1ed1 t\u01b0\u01a1ng quan c\u1ee7a c\u00e1c y\u1ebfu t\u1ed1 n\u00e0y.<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Y\u1ebfu t\u1ed1<\/th><th>T\u00e1c \u0111\u1ed9ng<\/th><th>H\u1ec7 s\u1ed1 t\u01b0\u01a1ng quan<\/th><th>\u0110\u1ed9 tr\u1ec5 t\u00e1c \u0111\u1ed9ng<\/th><\/tr><\/thead><tbody><tr><td>Gi\u00e1 qu\u1eb7ng s\u1eaft<\/td><td>\u2193 Gi\u00e1 qu\u1eb7ng 10% \u2192 \u2191 Bi\u00ean l\u1ee3i nhu\u1eadn 2,5%<\/td><td>-0,72<\/td><td>1-2 th\u00e1ng<\/td><\/tr><tr><td>Gi\u1ea3i ng\u00e2n \u0111\u1ea7u t\u01b0 c\u00f4ng<\/td><td>\u2191 Gi\u1ea3i ng\u00e2n 5% \u2192 \u2191 Ti\u00eau th\u1ee5 th\u00e9p 3,8%<\/td><td>+0,85<\/td><td>3-6 th\u00e1ng<\/td><\/tr><tr><td>L\u00e3i su\u1ea5t<\/td><td>\u2193 L\u00e3i su\u1ea5t 1% \u2192 \u2191 P\/E ng\u00e0nh 8,2%<\/td><td>-0,64<\/td><td>2-3 th\u00e1ng<\/td><\/tr><tr><td>Thu\u1ebf nh\u1eadp kh\u1ea9u th\u00e9p<\/td><td>\u2191 Thu\u1ebf 5% \u2192 \u2191 Gi\u00e1 b\u00e1n trong n\u01b0\u1edbc 3,2%<\/td><td>+0,58<\/td><td>Ngay l\u1eadp t\u1ee9c<\/td><\/tr><tr><td>T\u1ef7 gi\u00e1 VND\/USD<\/td><td>\u2191 T\u1ef7 gi\u00e1 3% \u2192 \u2193 Bi\u00ean l\u1ee3i nhu\u1eadn th\u00e9p m\u1ea1 1,8%<\/td><td>Bi\u1ebfn \u0111\u1ed5i: -0,52 (th\u00e9p m\u1ea1), +0,38 (xu\u1ea5t kh\u1ea9u th\u00e9p)<\/td><td>1 th\u00e1ng<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>Ph\u00e2n t\u00edch chi ti\u1ebft chu k\u1ef3 \u0111\u1ea7u t\u01b0 c\u00f4ng 2025-2026<\/h3><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Y\u1ebfu t\u1ed1 v\u0129 m\u00f4 quan tr\u1ecdng nh\u1ea5t \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu th\u00e9p l\u00e0 chu k\u1ef3 \u0111\u1ea7u t\u01b0 c\u00f4ng, v\u1edbi h\u1ec7 s\u1ed1 t\u01b0\u01a1ng quan +0,85. Theo d\u1eef li\u1ec7u c\u1eadp nh\u1eadt t\u1eeb B\u1ed9 K\u1ebf ho\u1ea1ch v\u00e0 \u0110\u1ea7u t\u01b0, t\u1ef7 l\u1ec7 gi\u1ea3i ng\u00e2n \u0111\u1ea7u t\u01b0 c\u00f4ng trong 4 th\u00e1ng \u0111\u1ea7u n\u0103m 2025 \u0111\u1ea1t 22,8% k\u1ebf ho\u1ea1ch n\u0103m, cao h\u01a1n 4,5 \u0111i\u1ec3m ph\u1ea7n tr\u0103m so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m 2024, \u0111\u1eb7c bi\u1ec7t t\u1eadp trung v\u00e0o ba d\u1ef1 \u00e1n l\u1edbn:<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>D\u1ef1 \u00e1n \u0111\u01b0\u1eddng cao t\u1ed1c B\u1eafc-Nam ph\u00eda \u0110\u00f4ng 2021-2025 v\u1edbi t\u1ed5ng m\u1ee9c \u0111\u1ea7u t\u01b0 146.990 t\u1ef7 VND, \u0111\u00e3 gi\u1ea3i ng\u00e2n 31,2%, d\u1ef1 ki\u1ebfn ti\u00eau th\u1ee5 870.000 t\u1ea5n th\u00e9p trong n\u0103m 2025<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>D\u1ef1 \u00e1n s\u00e2n bay Long Th\u00e0nh giai \u0111o\u1ea1n 1 v\u1edbi t\u1ed5ng v\u1ed1n 109.112 t\u1ef7 VND, \u0111\u00e3 gi\u1ea3i ng\u00e2n 27,8%, d\u1ef1 ki\u1ebfn ti\u00eau th\u1ee5 350.000 t\u1ea5n th\u00e9p trong n\u0103m 2025<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>10 d\u1ef1 \u00e1n metro t\u1ea1i H\u00e0 N\u1ed9i v\u00e0 TP.HCM v\u1edbi t\u1ed5ng m\u1ee9c \u0111\u1ea7u t\u01b0 87.565 t\u1ef7 VND, \u0111\u00e3 gi\u1ea3i ng\u00e2n 18,5%, d\u1ef1 ki\u1ebfn ti\u00eau th\u1ee5 290.000 t\u1ea5n th\u00e9p trong n\u0103m 2025<\/li><\/ul><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1eb7c bi\u1ec7t, Ch\u00ednh ph\u1ee7 \u0111\u00e3 \u0111\u1eb7t m\u1ee5c ti\u00eau gi\u1ea3i ng\u00e2n 95% k\u1ebf ho\u1ea1ch v\u1ed1n \u0111\u1ea7u t\u01b0 c\u00f4ng trong n\u0103m 2025, t\u0103ng 8,3 \u0111i\u1ec3m ph\u1ea7n tr\u0103m so v\u1edbi n\u0103m 2024, t\u1ea1o \u0111\u1ed9ng l\u1ef1c m\u1ea1nh m\u1ebd cho nhu c\u1ea7u th\u00e9p x\u00e2y d\u1ef1ng t\u0103ng 13,5% so v\u1edbi n\u0103m tr\u01b0\u1edbc.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ecbnh gi\u00e1 chuy\u00ean s\u00e2u v\u00e0 ch\u1ec9 s\u1ed1 c\u1ee5 th\u1ec3 cho c\u1ed5 phi\u1ebfu th\u00e9p<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ecbnh gi\u00e1 c\u1ed5 phi\u1ebfu th\u00e9p \u0111\u00f2i h\u1ecfi k\u1ebft h\u1ee3p nhi\u1ec1u ph\u01b0\u01a1ng ph\u00e1p ph\u00f9 h\u1ee3p v\u1edbi \u0111\u1eb7c th\u00f9 c\u1ee7a ng\u00e0nh. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 ph\u00e2n t\u00edch chi ti\u1ebft v\u1ec1 5 ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ecbnh gi\u00e1 hi\u1ec7u qu\u1ea3 nh\u1ea5t cho c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam, x\u1ebfp theo th\u1ee9 t\u1ef1 \u01b0u ti\u00ean:<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>EV\/EBITDA theo chu k\u1ef3:&nbsp;Ph\u01b0\u01a1ng ph\u00e1p n\u00e0y lo\u1ea1i b\u1ecf t\u00e1c \u0111\u1ed9ng c\u1ee7a kh\u1ea5u hao v\u00e0 thu\u1ebf, ph\u00f9 h\u1ee3p v\u1edbi c\u00e1c c\u00f4ng ty th\u00e9p c\u00f3 \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0o t\u00e0i s\u1ea3n c\u1ed1 \u0111\u1ecbnh<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>P\/E trung b\u00ecnh theo chu k\u1ef3 (CAPE):&nbsp;S\u1eed d\u1ee5ng EPS trung b\u00ecnh 5 n\u0103m \u0111\u1ec3 lo\u1ea1i b\u1ecf bi\u1ebfn \u0111\u1ed9ng ng\u1eafn h\u1ea1n, ph\u1ea3n \u00e1nh gi\u00e1 tr\u1ecb th\u1ef1c c\u1ee7a doanh nghi\u1ec7p qua c\u00e1c chu k\u1ef3<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>P\/B k\u1ebft h\u1ee3p v\u1edbi ROE:&nbsp;\u0110\u1eb7c bi\u1ec7t h\u1eefu \u00edch cho ng\u00e0nh th\u00e9p v\u1edbi t\u00e0i s\u1ea3n l\u1edbn v\u00e0 bi\u1ebfn \u0111\u1ed9ng l\u1ee3i nhu\u1eadn theo chu k\u1ef3<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>EV\/Ton c\u00f4ng su\u1ea5t:&nbsp;M\u1ed9t th\u01b0\u1edbc \u0111o \u0111\u1eb7c th\u00f9 ng\u00e0nh, cho ph\u00e9p so s\u00e1nh v\u1edbi c\u00e1c c\u00f4ng ty qu\u1ed1c t\u1ebf<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>DCF v\u1edbi k\u1ecbch b\u1ea3n chu k\u1ef3:&nbsp;M\u00f4 h\u00ecnh d\u00f2ng ti\u1ec1n chi\u1ebft kh\u1ea5u k\u1ebft h\u1ee3p v\u1edbi c\u00e1c k\u1ecbch b\u1ea3n chu k\u1ef3 ng\u00e0nh th\u00e9p 5-7 n\u0103m<\/li><\/ul><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Ch\u1ec9 s\u1ed1<\/th><th>Gi\u00e1 tr\u1ecb h\u1ee3p l\u00fd cho ng\u00e0nh th\u00e9p VN<\/th><th>D\u1eef li\u1ec7u l\u1ecbch s\u1eed (5 n\u0103m)<\/th><th>\u1ee8ng d\u1ee5ng th\u1ef1c t\u1ebf<\/th><\/tr><\/thead><tbody><tr><td>P\/E<\/td><td>8-12x (\u0111\u00e1y chu k\u1ef3: 2022-2023)15-20x (\u0111\u1ec9nh chu k\u1ef3: d\u1ef1 b\u00e1o 2026-2027)<\/td><td>Min: 6,8x (Q4\/2022)Max: 22,5x (Q1\/2021)Trung b\u00ecnh: 14,2x<\/td><td>HPG hi\u1ec7n giao d\u1ecbch \u1edf m\u1ee9c P\/E 14,8x, ph\u1ea3n \u00e1nh k\u1ef3 v\u1ecdng cho m\u1ed9t chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi<\/td><\/tr><tr><td>EV\/EBITDA<\/td><td>5-8x<\/td><td>Min: 4,2x (Q3\/2022)Max: 9,8x (Q2\/2021)Trung b\u00ecnh: 6,7x<\/td><td>HSG v\u1edbi EV\/EBITDA 6,3x \u0111ang \u1edf m\u1ee9c h\u1ea5p d\u1eabn, d\u01b0\u1edbi m\u1ee9c trung b\u00ecnh ng\u00e0nh (7,2x)<\/td><\/tr><tr><td>P\/B<\/td><td>1,0-1,8x<\/td><td>Min: 0,85x (Q4\/2022)Max: 2,7x (Q1\/2021)Trung b\u00ecnh: 1,5x<\/td><td>NKG v\u1edbi P\/B 1,2x v\u00e0 ROE d\u1ef1 ki\u1ebfn 15,8% cho n\u0103m 2025 \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 h\u1ea5p d\u1eabn<\/td><\/tr><tr><td>EV\/Ton c\u00f4ng su\u1ea5t<\/td><td>$600-900\/t\u1ea5n (th\u00e9p d\u00e0i)$800-1200\/t\u1ea5n (th\u00e9p d\u1eb9t)<\/td><td>Th\u00e9p d\u00e0i VN: $450-1100\/t\u1ea5nTh\u00e9p d\u1eb9t VN: $650-1450\/t\u1ea5nTrung b\u00ecnh khu v\u1ef1c: $950\/t\u1ea5n<\/td><td>HPG: $720\/t\u1ea5n, th\u1ea5p h\u01a1n 24% so v\u1edbi trung b\u00ecnh khu v\u1ef1c, cho th\u1ea5y ti\u1ec1m n\u0103ng t\u0103ng gi\u00e1<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>S\u1eed d\u1ee5ng n\u1ec1n t\u1ea3ng Pocket Option, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 truy c\u1eadp c\u00f4ng c\u1ee5 \u0111\u1ed9c quy\u1ec1n \"Steel Valuation Metrics\", cung c\u1ea5p ph\u00e2n t\u00edch theo th\u1eddi gian th\u1ef1c c\u1ee7a 8 ch\u1ec9 s\u1ed1 \u0111\u1ecbnh gi\u00e1 cho 15 c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam, v\u1edbi d\u1eef li\u1ec7u so s\u00e1nh t\u1eeb 42 c\u00f4ng ty th\u00e9p \u0110\u00f4ng Nam \u00c1. Ch\u1ee9c n\u0103ng \"Cycle Alert\" c\u1ee7a Pocket Option c\u0169ng c\u1ea3nh b\u00e1o khi c\u00e1c ch\u1ec9 s\u1ed1 \u0111\u1ecbnh gi\u00e1 v\u01b0\u1ee3t ng\u01b0\u1ee1ng +\/- 1,5 \u0111\u1ed9 l\u1ec7ch chu\u1ea9n so v\u1edbi trung b\u00ecnh 5 n\u0103m, gi\u00fap x\u00e1c \u0111\u1ecbnh c\u01a1 h\u1ed9i mua\/b\u00e1n t\u1ed1i \u01b0u.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p theo chu k\u1ef3 ng\u00e0nh 2025-2027<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Ng\u00e0nh th\u00e9p c\u00f3 t\u00ednh chu k\u1ef3 r\u00f5 r\u1ec7t v\u1edbi 4 giai \u0111o\u1ea1n ch\u00ednh k\u00e9o d\u00e0i 3-5 n\u0103m. Ph\u00e2n t\u00edch d\u1eef li\u1ec7u 20 n\u0103m cho th\u1ea5y chu k\u1ef3 th\u00e9p Vi\u1ec7t Nam th\u01b0\u1eddng k\u00e9o d\u00e0i trung b\u00ecnh 42 th\u00e1ng. Hi\u1ec3u r\u00f5 v\u1ecb tr\u00ed hi\u1ec7n t\u1ea1i v\u00e0 d\u1ef1 b\u00e1o ch\u00ednh x\u00e1c giai \u0111o\u1ea1n ti\u1ebfp theo l\u00e0 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh th\u00e0nh c\u00f4ng khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p.<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Giai \u0111o\u1ea1n chu k\u1ef3<\/th><th>\u0110\u1eb7c \u0111i\u1ec3m nh\u1eadn di\u1ec7n<\/th><th>Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 t\u1ed1i \u01b0u<\/th><th>Th\u1eddi gian d\u1ef1 b\u00e1o<\/th><\/tr><\/thead><tbody><tr><td>\u0110\u00e1y chu k\u1ef3<\/td><td>- Gi\u00e1 th\u00e9p d\u01b0\u1edbi gi\u00e1 th\u00e0nh s\u1ea3n xu\u1ea5t- L\u1ee3i nhu\u1eadn \u00e2m 2-3 qu\u00fd li\u00ean ti\u1ebfp- P\/E b\u1ea5t th\u01b0\u1eddng cao ho\u1eb7c \u00e2m- P\/B d\u01b0\u1edbi 1,0x- Kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch th\u1ea5p<\/td><td>- Mua d\u1ea7n HPG khi P\/B &lt; 1,2x- Ph\u00e2n b\u1ed5 60% cho c\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u ng\u00e0nh (HPG), 40% cho c\u00e1c c\u00f4ng ty c\u00f3 t\u00e0i ch\u00ednh t\u1ed1t (HSG, NKG)- S\u1eed d\u1ee5ng DCA trong 3-4 th\u00e1ng thay v\u00ec mua m\u1ed9t l\u1ea7n<\/td><td>Q3\/2022 - Q2\/2023(\u0111\u00e3 ho\u00e0n th\u00e0nh)<\/td><\/tr><tr><td>Ph\u1ee5c h\u1ed3i<\/td><td>- Gi\u00e1 th\u00e9p t\u0103ng 10-15% t\u1eeb \u0111\u00e1y- Bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p &gt; 12%- T\u0103ng tr\u01b0\u1edfng EPS d\u01b0\u01a1ng 2 qu\u00fd li\u00ean ti\u1ebfp- Kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch t\u0103ng &gt; 40%- K\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 c\u00f4ng \u0111\u01b0\u1ee3c \u0111\u1ea9y m\u1ea1nh<\/td><td>- T\u0103ng t\u1ef7 tr\u1ecdng l\u00ean 15-20% danh m\u1ee5c- Th\u00eam c\u1ed5 phi\u1ebfu c\u00f3 \u0111\u00f2n b\u1ea9y cao (POM, TIS)- \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c LEAP (Long-term Equity Anticipation) v\u1edbi quy\u1ec1n ch\u1ecdn 12-18 th\u00e1ng- \u0110\u1eb7t l\u1ec7nh d\u1eebng l\u1ed7 15% theo \u0111u\u00f4i<\/td><td>Q3\/2023 - Q4\/2025(hi\u1ec7n \u0111ang \u1edf giai \u0111o\u1ea1n gi\u1eefa)<\/td><\/tr><tr><td>\u0110\u1ec9nh chu k\u1ef3<\/td><td>- Gi\u00e1 th\u00e9p cao h\u01a1n trung b\u00ecnh 10 n\u0103m &gt; 25%- Bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p &gt; 20%- T\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng c\u00f4ng su\u1ea5t &gt; 90%- P\/E &lt; 10x do EPS b\u1ea5t th\u01b0\u1eddng cao- K\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t \u0111\u1ed3ng lo\u1ea1t<\/td><td>- Gi\u1ea3m d\u1ea7n t\u1ef7 tr\u1ecdng khi ROE &gt; 20%- \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c \"Sell in May\" cho ng\u00e0nh th\u00e9p- Chuy\u1ec3n sang c\u1ed5 phi\u1ebfu ph\u00f2ng th\u1ee7 nh\u01b0 ti\u1ec7n \u00edch, F&amp;B- S\u1eed d\u1ee5ng quy\u1ec1n ch\u1ecdn b\u00e1n \u0111\u1ec3 b\u1ea3o v\u1ec7 danh m\u1ee5c<\/td><td>D\u1ef1 b\u00e1o Q1\/2026 - Q3\/2027<\/td><\/tr><tr><td>Suy gi\u1ea3m<\/td><td>- Gi\u00e1 th\u00e9p gi\u1ea3m &gt; 20% t\u1eeb \u0111\u1ec9nh- Bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p &lt; 10%- C\u1eaft gi\u1ea3m s\u1ea3n xu\u1ea5t- K\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 b\u1ecb tr\u00ec ho\u00e3n\/h\u1ee7y b\u1ecf- Cung v\u01b0\u1ee3t c\u1ea7u &gt; 10%<\/td><td>- R\u00fat ho\u00e0n to\u00e0n kh\u1ecfi c\u1ed5 phi\u1ebfu th\u00e9p nh\u1ecf, thanh kho\u1ea3n th\u1ea5p- Gi\u1eef t\u1ed1i \u0111a 5% danh m\u1ee5c trong HPG- S\u1eed d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c \"Pair Trading\" gi\u1eefa th\u00e9p v\u00e0 xi m\u0103ng- Ch\u1edd t\u00edn hi\u1ec7u \u0111\u00e1y chu k\u1ef3 m\u1edbi<\/td><td>D\u1ef1 b\u00e1o Q4\/2027 - Q3\/2028<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Ph\u00e2n t\u00edch k\u1ef9 thu\u1eadt cho th\u1ea5y ng\u00e0nh th\u00e9p Vi\u1ec7t Nam \u0111ang \u1edf giai \u0111o\u1ea1n gi\u1eefa c\u1ee7a chu k\u1ef3 ph\u1ee5c h\u1ed3i, v\u1edbi 7\/10 ch\u1ec9 s\u1ed1 chu k\u1ef3 x\u00e1c nh\u1eadn xu h\u01b0\u1edbng n\u00e0y. Theo d\u1eef li\u1ec7u t\u1eeb Pocket Option, kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch c\u1ee7a 5 c\u1ed5 phi\u1ebfu th\u00e9p h\u00e0ng \u0111\u1ea7u \u0111\u00e3 t\u0103ng trung b\u00ecnh 53,8% trong Q1\/2025 so v\u1edbi Q4\/2024, cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi m\u1ee9c t\u0103ng 25,2% c\u1ee7a VN-Index. \u0110\u1eb7c bi\u1ec7t, d\u00f2ng ti\u1ec1n th\u00f4ng minh v\u00e0o nh\u00f3m c\u1ed5 phi\u1ebfu th\u00e9p \u0111\u00e3 t\u00edch c\u1ef1c trong 8 tu\u1ea7n li\u00ean ti\u1ebfp, d\u00e0i nh\u1ea5t k\u1ec3 t\u1eeb Q2\/2021.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Qu\u1ea3n l\u00fd r\u1ee7i ro n\u00e2ng cao v\u1edbi ph\u01b0\u01a1ng ph\u00e1p 5D cho \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p mang nhi\u1ec1u r\u1ee7i ro \u0111\u1eb7c th\u00f9 ng\u00e0nh do t\u00ednh bi\u1ebfn \u0111\u1ed9ng cao c\u1ee7a l\u0129nh v\u1ef1c n\u00e0y. \u0110\u1ec3 b\u1ea3o v\u1ec7 v\u1ed1n v\u00e0 t\u1ed1i \u01b0u h\u00f3a l\u1ee3i nhu\u1eadn, nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean \u00e1p d\u1ee5ng ph\u01b0\u01a1ng ph\u00e1p qu\u1ea3n l\u00fd r\u1ee7i ro 5D (Detect - Diversify - Determine - Defend - Document).<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>1. Detect:&nbsp;Nh\u1eadn di\u1ec7n s\u1edbm 5 r\u1ee7i ro ch\u00ednh \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>2. Diversify:&nbsp;Ph\u00e2n b\u1ed5 v\u1ed1n h\u1ee3p l\u00fd gi\u1eefa c\u00e1c c\u1ed5 phi\u1ebfu v\u00e0 lo\u1ea1i h\u00ecnh \u0111\u1ea7u t\u01b0<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>3. Determine:&nbsp;Thi\u1ebft l\u1eadp ng\u01b0\u1ee1ng ch\u1ecbu r\u1ee7i ro v\u00e0 m\u1ee9c l\u1ee3i nhu\u1eadn\/l\u1ed7 c\u1ee5 th\u1ec3<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>4. Defend:&nbsp;S\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 b\u1ea3o v\u1ec7 danh m\u1ee5c ph\u00f9 h\u1ee3p<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>5. Document:&nbsp;Theo d\u00f5i v\u00e0 \u0111\u00e1nh gi\u00e1 hi\u1ec7u qu\u1ea3 c\u1ee7a chi\u1ebfn l\u01b0\u1ee3c qu\u1ea3n l\u00fd r\u1ee7i ro<\/li><\/ul><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>B\u1ea3ng d\u01b0\u1edbi \u0111\u00e2y ph\u00e2n t\u00edch chi ti\u1ebft c\u00e1c r\u1ee7i ro ch\u00ednh c\u00f9ng v\u1edbi x\u00e1c su\u1ea5t x\u1ea3y ra v\u00e0 m\u1ee9c \u0111\u1ed9 \u1ea3nh h\u01b0\u1edfng cho giai \u0111o\u1ea1n 2025-2026:<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>R\u1ee7i ro<\/th><th>X\u00e1c su\u1ea5t (%)<\/th><th>M\u1ee9c \u0111\u1ed9 \u1ea3nh h\u01b0\u1edfng<\/th><th>Chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba c\u1ee5 th\u1ec3<\/th><\/tr><\/thead><tbody><tr><td>Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nguy\u00ean li\u1ec7u<\/td><td>78%<\/td><td>Cao: \u00b118% bi\u00ean l\u1ee3i nhu\u1eadn<\/td><td>1. Ph\u00e2n t\u00edch t\u01b0\u01a1ng quan gi\u1eefa gi\u00e1 c\u1ed5 phi\u1ebfu v\u00e0 gi\u00e1 qu\u1eb7ng s\u1eaft trong 30 ng\u00e0y2. \u0110\u1eb7t c\u1ea3nh b\u00e1o khi gi\u00e1 qu\u1eb7ng bi\u1ebfn \u0111\u1ed9ng &gt;5% trong 1 tu\u1ea7n3. S\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 \"Commodity-Equity Correlation\" c\u1ee7a Pocket Option<\/td><\/tr><tr><td>C\u1ea1nh tranh t\u1eeb th\u00e9p Trung Qu\u1ed1c<\/td><td>65%<\/td><td>Trung b\u00ecnh: -8-12% th\u1ecb ph\u1ea7n<\/td><td>1. \u01afu ti\u00ean c\u00e1c c\u00f4ng ty c\u00f3 s\u1ea3n ph\u1ea9m kh\u00e1c bi\u1ec7t (HPG v\u1edbi HRC cao c\u1ea5p)2. Theo d\u00f5i ch\u1ec9 s\u1ed1 PMI th\u00e9p Trung Qu\u1ed1c v\u00e0 t\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng c\u00f4ng su\u1ea5t3. \u0110i\u1ec1u ch\u1ec9nh danh m\u1ee5c khi ch\u00eanh l\u1ec7ch gi\u00e1 th\u00e9p Trung Qu\u1ed1c-VN &gt;10%<\/td><\/tr><tr><td>Tr\u00ec ho\u00e3n d\u1ef1 \u00e1n \u0111\u1ea7u t\u01b0 c\u00f4ng<\/td><td>42%<\/td><td>Cao: -15-20% ti\u00eau th\u1ee5 th\u00e9p<\/td><td>1. \u0110a d\u1ea1ng h\u00f3a v\u1edbi c\u00e1c ng\u00e0nh \u00edt ph\u1ee5 thu\u1ed9c v\u00e0o \u0111\u1ea7u t\u01b0 c\u00f4ng (15-20% danh m\u1ee5c)2. Theo d\u00f5i b\u00e1o c\u00e1o gi\u1ea3i ng\u00e2n h\u00e0ng th\u00e1ng t\u1eeb B\u1ed9 K\u1ebf ho\u1ea1ch &amp; \u0110\u1ea7u t\u01b03. S\u1eed d\u1ee5ng l\u1ec7nh d\u1eebng l\u1ed7 12% cho HPG v\u00e0 TIS<\/td><\/tr><tr><td>R\u1ee7i ro t\u1ef7 gi\u00e1 VND\/USD<\/td><td>58%<\/td><td>Trung b\u00ecnh: \u00b15-7% chi ph\u00ed<\/td><td>1. C\u00e2n b\u1eb1ng danh m\u1ee5c gi\u1eefa c\u00e1c c\u00f4ng ty xu\u1ea5t kh\u1ea9u (HSG, NKG) v\u00e0 n\u1ed9i \u0111\u1ecba (HPG)2. \u0110\u1eb7t c\u1ea3nh b\u00e1o khi t\u1ef7 gi\u00e1 bi\u1ebfn \u0111\u1ed9ng &gt;3% trong 2 tu\u1ea7n3. S\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 \"FX Impact Calculator\" c\u1ee7a Pocket Option<\/td><\/tr><tr><td>Thanh kho\u1ea3n th\u1ea5p \u1edf c\u1ed5 phi\u1ebfu nh\u1ecf<\/td><td>82%<\/td><td>Th\u1ea5p-Trung b\u00ecnh: kh\u00f3 tho\u00e1t v\u1ecb th\u1ebf<\/td><td>1. Gi\u1edbi h\u1ea1n v\u1ecb th\u1ebf t\u1ed1i \u0111a 1\/3 kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch trung b\u00ecnh 10 ng\u00e0y2. \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c \"Scaling Out\" (b\u00e1n t\u1eebng ph\u1ea7n)3. S\u1eed d\u1ee5ng l\u1ec7nh \u0111i\u1ec1u ki\u1ec7n OCO (One-Cancels-Other) tr\u00ean Pocket Option<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Pocket Option cung c\u1ea5p 3 c\u00f4ng c\u1ee5 qu\u1ea3n l\u00fd r\u1ee7i ro \u0111\u1ed9c \u0111\u00e1o cho nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p: \"Steel Risk Matrix\" ph\u00e2n t\u00edch 28 y\u1ebfu t\u1ed1 r\u1ee7i ro theo th\u1eddi gian th\u1ef1c, \"Auto-Hedge Calculator\" x\u00e1c \u0111\u1ecbnh t\u1ef7 l\u1ec7 ph\u00f2ng ng\u1eeba t\u1ed1i \u01b0u cho danh m\u1ee5c th\u00e9p, v\u00e0 \"Sector Rotation Alert\" c\u1ea3nh b\u00e1o khi xu h\u01b0\u1edbng lu\u00e2n chuy\u1ec3n v\u1ed1n t\u1eeb th\u00e9p sang c\u00e1c ng\u00e0nh kh\u00e1c b\u1eaft \u0111\u1ea7u h\u00ecnh th\u00e0nh.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>5 xu h\u01b0\u1edbng \u0111\u1ed9t ph\u00e1 \u0111\u1ecbnh h\u00ecnh t\u01b0\u01a1ng lai ng\u00e0nh th\u00e9p Vi\u1ec7t Nam 2025-2030<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Th\u1ecb tr\u01b0\u1eddng th\u00e9p Vi\u1ec7t Nam \u0111ang tr\u1ea3i qua s\u1ef1 chuy\u1ec3n \u0111\u1ed5i s\u00e2u s\u1eafc, v\u1edbi 5 xu h\u01b0\u1edbng l\u1edbn s\u1ebd t\u1ea1o ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 ti\u1ec1m n\u0103ng cho nh\u00e0 \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n trong giai \u0111o\u1ea1n 2025-2030. Hi\u1ec3u r\u00f5 c\u00e1c xu h\u01b0\u1edbng n\u00e0y gi\u00fap x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c c\u00f4ng ty n\u00e0o s\u1ebd chi\u1ebfn th\u1eafng trong cu\u1ed9c \u0111ua chuy\u1ec3n \u0111\u1ed5i ng\u00e0nh.<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Xu h\u01b0\u1edbng<\/th><th>T\u00e1c \u0111\u1ed9ng c\u1ee5 th\u1ec3 \u0111\u1ebfn ng\u00e0nh th\u00e9p<\/th><th>C\u00f4ng ty ti\u00ean phong<\/th><th>C\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0<\/th><\/tr><\/thead><tbody><tr><td>1. Chuy\u1ec3n \u0111\u1ed5i carbon th\u1ea5p<\/td><td>- Gi\u1ea3m 30% ph\u00e1t th\u1ea3i CO2 v\u00e0o n\u0103m 2030- Chi ph\u00ed tu\u00e2n th\u1ee7 CBAM (EU) t\u1eeb 2026- \u0110\u1ea7u t\u01b0 2,8 t\u1ef7 USD v\u00e0o c\u00f4ng ngh\u1ec7 xanh<\/td><td>HPG: D\u1ef1 \u00e1n HBI gi\u1ea3m ph\u00e1t th\u1ea3i 40%HSG: L\u00f2 EAF s\u1eed d\u1ee5ng 100% \u0111i\u1ec7n<\/td><td>C\u00e1c c\u00f4ng ty \u0111\u1ea7u t\u01b0 s\u1edbm v\u00e0o c\u00f4ng ngh\u1ec7 xanh s\u1ebd t\u0103ng bi\u00ean l\u1ee3i nhu\u1eadn xu\u1ea5t kh\u1ea9u 5-8% t\u1eeb 2027 khi EU th\u1ef1c hi\u1ec7n \u0111\u1ea7y \u0111\u1ee7 CBAM<\/td><\/tr><tr><td>2. Th\u00e9p ch\u1ea5t l\u01b0\u1ee3ng cao<\/td><td>- T\u0103ng 22% nhu c\u1ea7u th\u00e9p \u0111\u1eb7c bi\u1ec7t- Bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n th\u00e9p th\u01b0\u1eddng 7-12%- Thay th\u1ebf 65% th\u00e9p nh\u1eadp kh\u1ea9u trong n\u01b0\u1edbc<\/td><td>HPG: \u0110\u1ea7u t\u01b0 850 tri\u1ec7u USD v\u00e0o d\u00e2y chuy\u1ec1n HRC cao c\u1ea5pPOM: Li\u00ean doanh v\u1edbi Posco<\/td><td>HPG d\u1ef1 ki\u1ebfn t\u0103ng th\u1ecb ph\u1ea7n th\u00e9p \u00f4 t\u00f4 t\u1eeb 8% l\u00ean 35% v\u00e0o n\u0103m 2028, \u0111\u00f3ng g\u00f3p th\u00eam 12% v\u00e0o doanh thu v\u00e0 18% v\u00e0o l\u1ee3i nhu\u1eadn<\/td><\/tr><tr><td>3. T\u00edch h\u1ee3p chu\u1ed7i gi\u00e1 tr\u1ecb<\/td><td>- M&amp;A t\u0103ng 35% trong giai \u0111o\u1ea1n 2025-2027- Gi\u1ea3m 12-15% chi ph\u00ed s\u1ea3n xu\u1ea5t- T\u1eadp trung v\u00e0o c\u00e1c c\u00f4ng ty c\u00f3 m\u1ecf qu\u1eb7ng<\/td><td>HPG: Mua l\u1ea1i 3 m\u1ecf qu\u1eb7ng t\u1ea1i \u00dacHSG: Mua l\u1ea1i NKG (d\u1ef1 b\u00e1o 2026)<\/td><td>C\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u ng\u00e0nh s\u1ebd c\u00f3 ROE cao h\u01a1n trung b\u00ecnh ng\u00e0nh 4-6 \u0111i\u1ec3m ph\u1ea7n tr\u0103m nh\u1edd l\u1ee3i th\u1ebf chi ph\u00ed t\u1eeb t\u00edch h\u1ee3p d\u1ecdc<\/td><\/tr><tr><td>4. C\u00f4ng ngh\u1ec7 s\u1ed1 4.0<\/td><td>- Gi\u1ea3m 8-10% chi ph\u00ed v\u1eadn h\u00e0nh- T\u0103ng 15% hi\u1ec7u su\u1ea5t s\u1eed d\u1ee5ng t\u00e0i s\u1ea3n- 85% c\u00f4ng ty \u0111\u1ea7u t\u01b0 v\u00e0o t\u1ef1 \u0111\u1ed9ng h\u00f3a<\/td><td>HPG: H\u1ec7 th\u1ed1ng AI t\u1ed1i \u01b0u h\u00f3a l\u00f2 caoHSG: D\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t th\u00f4ng minh<\/td><td>C\u00e1c c\u00f4ng ty \u0111\u1ea7u t\u01b0 v\u00e0o s\u1ed1 h\u00f3a s\u1ebd \u0111\u1ea1t bi\u00ean EBITDA cao h\u01a1n 4-5% v\u00e0 gi\u1ea3m 12% chi ph\u00ed b\u1ea3o tr\u00ec t\u1eeb 2026<\/td><\/tr><tr><td>5. \u0110a d\u1ea1ng h\u00f3a th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u<\/td><td>- T\u0103ng 45% xu\u1ea5t kh\u1ea9u sang th\u1ecb tr\u01b0\u1eddng m\u1edbi- Gi\u1ea3m th\u1ecb ph\u1ea7n Trung Qu\u1ed1c xu\u1ed1ng &lt;20%- T\u1eadp trung v\u00e0o s\u1ea3n ph\u1ea9m cao c\u1ea5p cho EU, M\u1ef9<\/td><td>HSG: M\u1edf r\u1ed9ng sang 5 th\u1ecb tr\u01b0\u1eddng m\u1edbi t\u1ea1i ch\u00e2u PhiNKG: Li\u00ean doanh t\u1ea1i Mexico<\/td><td>HSG v\u00e0 NKG d\u1ef1 ki\u1ebfn t\u0103ng t\u1ef7 tr\u1ecdng doanh thu xu\u1ea5t kh\u1ea9u t\u1eeb 38% l\u00ean 55% v\u00e0o n\u0103m 2027, gi\u1ea3m bi\u1ebfn \u0111\u1ed9ng l\u1ee3i nhu\u1eadn 28%<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Theo ph\u00e2n t\u00edch \u0111\u1ed9c quy\u1ec1n c\u1ee7a Pocket Option, xu h\u01b0\u1edbng chuy\u1ec3n \u0111\u1ed5i carbon th\u1ea5p s\u1ebd l\u00e0 \u0111\u1ed9ng l\u1ef1c m\u1ea1nh nh\u1ea5t \u0111\u1ecbnh h\u00ecnh b\u1ed1i c\u1ea3nh ng\u00e0nh th\u00e9p Vi\u1ec7t Nam trong 5 n\u0103m t\u1edbi. Ba c\u00f4ng ty d\u1eabn \u0111\u1ea7u trong vi\u1ec7c \u00e1p d\u1ee5ng c\u00f4ng ngh\u1ec7 l\u00f2 \u0111i\u1ec7n h\u1ed3 quang (EAF) v\u00e0 HBI \u0111\u00e3 gi\u1ea3m chi ph\u00ed tu\u00e2n th\u1ee7 m\u00f4i tr\u01b0\u1eddng 22-28% v\u00e0 t\u0103ng bi\u00ean l\u1ee3i nhu\u1eadn xu\u1ea5t kh\u1ea9u 8-12% \u0111\u1ebfn c\u00e1c th\u1ecb tr\u01b0\u1eddng c\u00f3 y\u00eau c\u1ea7u nghi\u00eam ng\u1eb7t nh\u01b0 EU v\u00e0 Nh\u1eadt B\u1ea3n.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>C\u1ee5 th\u1ec3, HPG \u0111ang tri\u1ec3n khai d\u1ef1 \u00e1n gi\u1ea3m ph\u00e1t th\u1ea3i carbon tr\u1ecb gi\u00e1 1,2 t\u1ef7 USD, bao g\u1ed3m c\u00f4ng ngh\u1ec7 HBI (S\u1eaft ho\u00e0n nguy\u00ean tr\u1ef1c ti\u1ebfp) t\u1ea1i Dung Qu\u1ea5t 2 gi\u00fap gi\u1ea3m ph\u00e1t th\u1ea3i CO2 40% m\u1ed7i t\u1ea5n th\u00e9p so v\u1edbi ph\u01b0\u01a1ng ph\u00e1p truy\u1ec1n th\u1ed1ng. HSG \u0111\u00e3 \u0111\u1ea7u t\u01b0 320 tri\u1ec7u USD v\u00e0o l\u00f2 EAF s\u1eed d\u1ee5ng 100% \u0111i\u1ec7n, d\u1ef1 ki\u1ebfn b\u1eaft \u0111\u1ea7u ho\u1ea1t \u0111\u1ed9ng v\u00e0o Q3\/2026, gi\u00fap c\u00f4ng ty tr\u1edf th\u00e0nh nh\u00e0 s\u1ea3n xu\u1ea5t th\u00e9p m\u1ea1 carbon th\u1ea5p h\u00e0ng \u0111\u1ea7u \u0110\u00f4ng Nam \u00c1.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 v\u00e0 danh m\u1ee5c c\u1ed5 phi\u1ebfu th\u00e9p t\u1ed1i \u01b0u 2025-2026<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>D\u1ef1a tr\u00ean ph\u00e2n t\u00edch to\u00e0n di\u1ec7n v\u1ec1 chu k\u1ef3 ng\u00e0nh, c\u00e1c y\u1ebfu t\u1ed1 v\u0129 m\u00f4 v\u00e0 vi m\u00f4, v\u00e0 tri\u1ec3n v\u1ecdng t\u1eebng c\u00f4ng ty, ch\u00fang t\u00f4i \u0111\u1ec1 xu\u1ea5t chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p t\u1ed1i \u01b0u cho giai \u0111o\u1ea1n 2025-2026 nh\u01b0 sau:<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>M\u00e3 c\u1ed5 phi\u1ebfu th\u00e9p<\/th><th>T\u1ef7 tr\u1ecdng (%)<\/th><th>Chi\u1ebfn l\u01b0\u1ee3c c\u1ee5 th\u1ec3<\/th><th>Gi\u00e1 m\u1ee5c ti\u00eau 12 th\u00e1ng (VND)<\/th><th>Ti\u1ec1m n\u0103ng t\u0103ng gi\u00e1 (%)<\/th><\/tr><\/thead><tbody><tr><td>HPG<\/td><td>50%<\/td><td>- T\u00edch l\u0169y khi \u0111i\u1ec1u ch\u1ec9nh v\u1ec1 v\u00f9ng 38.000-40.000- Chia th\u00e0nh 3 giai \u0111o\u1ea1n mua: 40% v\u1ed1n \u1edf 40.000, 30% \u1edf 38.500, 30% \u1edf 37.000- D\u1eebng l\u1ed7 theo \u0111u\u00f4i 10% t\u1eeb gi\u00e1 cao nh\u1ea5t- Ch\u1ed1t l\u1eddi t\u1eebng ph\u1ea7n: 20% \u1edf 48.000, 30% \u1edf 52.000, gi\u1eef 50% cho m\u1ee5c ti\u00eau d\u00e0i h\u1ea1n<\/td><td>54.500<\/td><td>24,8%<\/td><\/tr><tr><td>HSG<\/td><td>20%<\/td><td>- Mua khi gi\u00e1 th\u00e9p HRC t\u0103ng 2 tu\u1ea7n li\u00ean ti\u1ebfp- Mua 100% v\u1ecb th\u1ebf khi gi\u00e1 v\u01b0\u1ee3t MA50 v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng t\u0103ng &gt;50%- D\u1eebng l\u1ed7 c\u1ee9ng \u1edf -15% t\u1eeb gi\u00e1 mua- T\u0103ng v\u1ecb th\u1ebf 30% n\u1ebfu ch\u1ec9 s\u1ed1 xu\u1ea5t kh\u1ea9u Q2\/2025 t\u0103ng &gt;20% YoY<\/td><td>23.800<\/td><td>28,5%<\/td><\/tr><tr><td>NKG<\/td><td>15%<\/td><td>- Chi\u1ebfn l\u01b0\u1ee3c \"Breakout trading\": mua khi ph\u00e1 v\u1ee1 kh\u00e1ng c\u1ef1 t\u1ea1i 19.500- Ph\u00e2n b\u1ed5: 60% khi breakout, 40% khi retest m\u1ee9c 19.500- D\u1eebng l\u1ed7 khi \u0111\u00f3ng c\u1eeda d\u01b0\u1edbi 18.000- T\u0103ng v\u1ecb th\u1ebf 20% n\u1ebfu bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p Q2\/2025 &gt;12%<\/td><td>25.200<\/td><td>33,2%<\/td><\/tr><tr><td>TIS<\/td><td>10%<\/td><td>- Mua theo \u0111\u00e0 khi c\u00f3 3 phi\u00ean t\u0103ng li\u00ean ti\u1ebfp v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng t\u0103ng- \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c \"Bollinger Band Breakout\"- D\u1eebng l\u1ed7 khi \u0111\u00f3ng c\u1eeda d\u01b0\u1edbi d\u1ea3i d\u01b0\u1edbi- Ch\u1ed1t l\u1eddi to\u00e0n b\u1ed9 v\u1ecb th\u1ebf khi ch\u1ea1m d\u1ea3i tr\u00ean +2 \u0111\u1ed9 l\u1ec7ch chu\u1ea9n<\/td><td>14.500<\/td><td>21,7%<\/td><\/tr><tr><td>POM<\/td><td>5%<\/td><td>- Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u c\u01a1 r\u1ee7i ro cao: ch\u1ec9 ph\u00e2n b\u1ed5 v\u1ed1n r\u1ee7i ro- Mua sau 2 qu\u00fd li\u00ean ti\u1ebfp c\u00f3 l\u1ee3i nhu\u1eadn d\u01b0\u01a1ng- D\u1eebng l\u1ed7 c\u1ee9ng \u1edf -20% t\u1eeb gi\u00e1 mua- Ch\u1ed1t l\u1eddi to\u00e0n b\u1ed9 v\u1ecb th\u1ebf khi l\u00e3i &gt;50% ho\u1eb7c sau 9 th\u00e1ng n\u1eafm gi\u1eef<\/td><td>9.800<\/td><td>45,8%<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00e1c c\u00f4ng c\u1ee5 \u0111\u1ed9c quy\u1ec1n \u0111\u1ec3 th\u1ef1c hi\u1ec7n hi\u1ec7u qu\u1ea3 chi\u1ebfn l\u01b0\u1ee3c n\u00e0y. T\u00ednh n\u0103ng \"Sector Rotation Dashboard\" gi\u00fap theo d\u00f5i d\u00f2ng ti\u1ec1n v\u00e0o\/ra kh\u1ecfi c\u1ed5 phi\u1ebfu th\u00e9p theo th\u1eddi gian th\u1ef1c. C\u00f4ng c\u1ee5 \"Steel Momentum Scanner\" x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c th\u1eddi \u0111i\u1ec3m mua d\u1ef1a tr\u00ean 12 ch\u1ec9 b\u00e1o k\u1ef9 thu\u1eadt v\u00e0 8 ch\u1ec9 b\u00e1o c\u01a1 b\u1ea3n. T\u00ednh n\u0103ng \"Auto Position Sizing\" t\u00ednh to\u00e1n kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch t\u1ed1i \u01b0u d\u1ef1a tr\u00ean r\u1ee7i ro cho ph\u00e9p v\u00e0 \u0111\u1ed9 bi\u1ebfn \u0111\u1ed9ng c\u1ee7a t\u1eebng c\u1ed5 phi\u1ebfu th\u00e9p.<\/p><\/div>[cta_button text=\"\"]<div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>K\u1ebft lu\u1eadn: 7 \u0111i\u1ec3m ch\u00ednh cho nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p n\u0103m 2025<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>C\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n gi\u1eefa c\u1ee7a chu k\u1ef3 ph\u1ee5c h\u1ed3i, v\u1edbi ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng 23-35% trong 12-18 th\u00e1ng t\u1edbi. D\u1ef1a tr\u00ean ph\u00e2n t\u00edch to\u00e0n di\u1ec7n, 7 \u0111i\u1ec3m ch\u00ednh sau \u0111\u00e2y s\u1ebd gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 t\u1ed1i \u0111a h\u00f3a l\u1ee3i nhu\u1eadn v\u00e0 gi\u1ea3m thi\u1ec3u r\u1ee7i ro khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p:<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'><\/li><\/ul><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>V\u1edbi c\u00e1c c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch chuy\u00ean s\u00e2u v\u00e0 t\u00ednh n\u0103ng giao d\u1ecbch linh ho\u1ea1t t\u1eeb Pocket Option, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 x\u00e2y d\u1ef1ng v\u00e0 th\u1ef1c hi\u1ec7n c\u00e1c chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p ph\u00f9 h\u1ee3p v\u1edbi m\u1ee5c ti\u00eau t\u00e0i ch\u00ednh c\u1ee5 th\u1ec3 c\u1ee7a m\u00ecnh. N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p b\u1ed9 c\u00f4ng c\u1ee5 \u0111\u1ed9c quy\u1ec1n \"Steel Stock Navigator\" bao g\u1ed3m 15 b\u1ea3ng ph\u00e2n t\u00edch chuy\u00ean s\u00e2u, 8 m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o chu k\u1ef3 ng\u00e0nh, v\u00e0 h\u1ec7 th\u1ed1ng c\u1ea3nh b\u00e1o th\u00f4ng minh cho 12 s\u1ef1 ki\u1ec7n \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu th\u00e9p, gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111i tr\u01b0\u1edbc m\u1ed9t b\u01b0\u1edbc so v\u1edbi th\u1ecb tr\u01b0\u1eddng.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>H\u00e3y nh\u1edb r\u1eb1ng th\u00e0nh c\u00f4ng khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p kh\u00f4ng ch\u1ec9 l\u00e0 ki\u1ebfn th\u1ee9c s\u00e2u r\u1ed9ng v\u1ec1 ng\u00e0nh v\u00e0 kh\u1ea3 n\u0103ng ph\u00e2n t\u00edch k\u1ef9 thu\u1eadt, m\u00e0 c\u00f2n l\u00e0 th\u1ef1c hi\u1ec7n chi\u1ebfn l\u01b0\u1ee3c k\u1ef7 lu\u1eadt v\u00e0 qu\u1ea3n l\u00fd c\u1ea3m x\u00fac trong nh\u1eefng giai \u0111o\u1ea1n bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh c\u1ee7a th\u1ecb tr\u01b0\u1eddng. V\u1edbi c\u00e1ch ti\u1ebfp c\u1eadn c\u00f3 h\u1ec7 th\u1ed1ng v\u00e0 c\u00e1c c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch ti\u00ean ti\u1ebfn t\u1eeb Pocket Option, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 t\u1ef1 tin n\u1eafm b\u1eaft c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p trong chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng 2025-2026.<\/p><\/div>","body_html_source":{"label":"Body HTML","type":"wysiwyg","formatted_value":"<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>T\u1ed5ng quan v\u1ec1 ng\u00e0nh th\u00e9p Vi\u1ec7t Nam v\u00e0 ti\u1ec1m n\u0103ng ph\u00e1t tri\u1ec3n 2025<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Ng\u00e0nh th\u00e9p \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong ph\u00e1t tri\u1ec3n kinh t\u1ebf Vi\u1ec7t Nam, \u0111\u00f3ng g\u00f3p 4,5% v\u00e0o GDP qu\u1ed1c gia v\u00e0 t\u1ea1o vi\u1ec7c l\u00e0m cho h\u01a1n 200.000 lao \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp. Tr\u01b0\u1edbc b\u1ed1i c\u1ea3nh \u0111\u1ea7u t\u01b0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng v\u00e0 \u0111\u00f4 th\u1ecb h\u00f3a gia t\u0103ng, c\u1ed5 phi\u1ebfu th\u00e9p \u0111\u00e3 ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng trung b\u00ecnh 18% trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025, v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi m\u1ee9c t\u0103ng 10% c\u1ee7a VN-Index.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Theo d\u1eef li\u1ec7u m\u1edbi nh\u1ea5t t\u1eeb Hi\u1ec7p h\u1ed9i Th\u00e9p Vi\u1ec7t Nam (VSA), s\u1ea3n l\u01b0\u1ee3ng th\u00e9p trong n\u01b0\u1edbc \u0111\u1ea1t kho\u1ea3ng 25 tri\u1ec7u t\u1ea5n v\u00e0o n\u0103m 2024, t\u0103ng 8,5% so v\u1edbi n\u0103m 2023 v\u00e0 15,3% so v\u1edbi n\u0103m 2022. \u0110\u1eb7c bi\u1ec7t, c\u00e1c ph\u00e2n kh\u00fac th\u00e9p x\u00e2y d\u1ef1ng v\u00e0 th\u00e9p c\u00e1n n\u00f3ng ghi nh\u1eadn t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng \u1ea5n t\u01b0\u1ee3ng l\u1ea7n l\u01b0\u1ee3t l\u00e0 12,4% v\u00e0 9,8%, ph\u1ea3n \u00e1nh s\u1ef1 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd trong nhu c\u1ea7u x\u00e2y d\u1ef1ng d\u00e2n d\u1ee5ng v\u00e0 c\u00f4ng nghi\u1ec7p.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>V\u1edbi c\u00e1c k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 c\u00f4ng c\u1ee5 th\u1ec3 tr\u1ecb gi\u00e1 732.000 t\u1ef7 VND cho giai \u0111o\u1ea1n 2024-2025, t\u1eadp trung v\u00e0o 10 d\u1ef1 \u00e1n giao th\u00f4ng tr\u1ecdng \u0111i\u1ec3m nh\u01b0 \u0111\u01b0\u1eddng cao t\u1ed1c B\u1eafc-Nam ph\u00eda \u0110\u00f4ng (2.063 km), metro H\u00e0 N\u1ed9i (tuy\u1ebfn 2 v\u00e0 3) v\u00e0 TP.HCM (tuy\u1ebfn 1 v\u00e0 2), nhu c\u1ea7u th\u00e9p x\u00e2y d\u1ef1ng d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng 12,8% v\u00e0o n\u0103m 2025. M\u1ed7i km \u0111\u01b0\u1eddng cao t\u1ed1c ti\u00eau th\u1ee5 kho\u1ea3ng 10.000 t\u1ea5n th\u00e9p, t\u1ea1o \u0111\u1ed9ng l\u1ef1c l\u1edbn cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t nh\u01b0 HPG, HSG v\u00e0 POM.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>C\u1ed5 phi\u1ebfu th\u00e9p n\u1ed5i b\u1eadt v\u00e0 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng 2025<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Vi\u1ec7t Nam hi\u1ec7n c\u00f3 15 c\u1ed5 phi\u1ebfu th\u00e9p ni\u00eam y\u1ebft, v\u1edbi t\u1ed5ng v\u1ed1n h\u00f3a 228.950 t\u1ef7 VND (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 9,2 t\u1ef7 USD). D\u1ef1a tr\u00ean d\u1eef li\u1ec7u t\u00e0i ch\u00ednh Q1\/2025 v\u00e0 d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng, d\u01b0\u1edbi \u0111\u00e2y l\u00e0 ph\u00e2n t\u00edch chi ti\u1ebft v\u1ec1 5 c\u1ed5 phi\u1ebfu th\u00e9p h\u00e0ng \u0111\u1ea7u m\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean theo d\u00f5i.<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>M\u00e3 c\u1ed5 phi\u1ebfu th\u00e9p<\/th>\n<th>T\u00ean c\u00f4ng ty<\/th>\n<th>V\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng (T\u1ef7 VND)<\/th>\n<th>P\/E (TTM)<\/th>\n<th>ROE (%)<\/th>\n<th>D\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng EPS 2025 (%)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>HPG<\/td>\n<td>C\u00f4ng ty CP T\u1eadp \u0111o\u00e0n H\u00f2a Ph\u00e1t<\/td>\n<td>195.000<\/td>\n<td>14,8<\/td>\n<td>12,6<\/td>\n<td>23,5<\/td>\n<\/tr>\n<tr>\n<td>HSG<\/td>\n<td>C\u00f4ng ty CP T\u1eadp \u0111o\u00e0n Hoa Sen<\/td>\n<td>12.500<\/td>\n<td>17,2<\/td>\n<td>8,4<\/td>\n<td>15,2<\/td>\n<\/tr>\n<tr>\n<td>NKG<\/td>\n<td>C\u00f4ng ty CP Th\u00e9p Nam Kim<\/td>\n<td>8.200<\/td>\n<td>15,3<\/td>\n<td>7,9<\/td>\n<td>18,7<\/td>\n<\/tr>\n<tr>\n<td>TIS<\/td>\n<td>C\u00f4ng ty CP Tisco<\/td>\n<td>4.800<\/td>\n<td>19,6<\/td>\n<td>5,2<\/td>\n<td>9,8<\/td>\n<\/tr>\n<tr>\n<td>POM<\/td>\n<td>C\u00f4ng ty CP Th\u00e9p Pomina<\/td>\n<td>4.200<\/td>\n<td>\u00c2m<\/td>\n<td>\u00c2m<\/td>\n<td>D\u1ef1 ki\u1ebfn t\u00edch c\u1ef1c t\u1eeb Q3\/2025<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>H\u00f2a Ph\u00e1t (HPG) &#8211; G\u00e3 kh\u1ed5ng l\u1ed3 v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn v\u01b0\u1ee3t tr\u1ed9i 18,5%<\/h3>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>HPG l\u00e0 c\u1ed5 phi\u1ebfu th\u00e9p d\u1eabn \u0111\u1ea7u v\u1edbi 36,8% th\u1ecb ph\u1ea7n th\u00e9p x\u00e2y d\u1ef1ng v\u00e0 32,5% trong \u1ed1ng th\u00e9p (t\u00ednh \u0111\u1ebfn Q1\/2025). Trong Q1\/2025, HPG ghi nh\u1eadn doanh thu 41.230 t\u1ef7 VND, t\u0103ng 18,2% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc v\u00e0 l\u1ee3i nhu\u1eadn r\u00f2ng 6.850 t\u1ef7 VND, t\u0103ng 152% so v\u1edbi Q1\/2024, \u0111\u00e1nh d\u1ea5u 5 qu\u00fd t\u0103ng tr\u01b0\u1edfng li\u00ean ti\u1ebfp.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>L\u1ee3i th\u1ebf c\u1ea1nh tranh ch\u00ednh c\u1ee7a HPG \u0111\u1ebfn t\u1eeb m\u00f4 h\u00ecnh s\u1ea3n xu\u1ea5t kh\u00e9p k\u00edn &#8211; t\u1eeb qu\u1eb7ng s\u1eaft \u0111\u1ebfn s\u1ea3n ph\u1ea9m ho\u00e0n thi\u1ec7n, gi\u00fap bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p \u0111\u1ea1t 18,5%, cao h\u01a1n 5-7% so v\u1edbi c\u00e1c \u0111\u1ed1i th\u1ee7 trong ng\u00e0nh. D\u1ef1 \u00e1n Dung Qu\u1ea5t 2 \u0111ang \u0111\u01b0\u1ee3c tri\u1ec3n khai \u0111\u00fang ti\u1ebfn \u0111\u1ed9 v\u1edbi 78% c\u00f4ng vi\u1ec7c \u0111\u00e3 ho\u00e0n th\u00e0nh, d\u1ef1 ki\u1ebfn s\u1ebd ch\u1ea1y th\u1eed nghi\u1ec7m v\u00e0o Q4\/2025 v\u00e0 s\u1ebd t\u0103ng c\u00f4ng su\u1ea5t th\u00e9p th\u00f4 l\u00ean 14 tri\u1ec7u t\u1ea5n\/n\u0103m v\u00e0o n\u0103m 2026, t\u0103ng 66% so v\u1edbi m\u1ee9c hi\u1ec7n t\u1ea1i.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>T\u1eadp \u0111o\u00e0n Hoa Sen (HSG) v\u00e0 Th\u00e9p Nam Kim (NKG) &#8211; T\u0103ng tr\u01b0\u1edfng qua xu\u1ea5t kh\u1ea9u v\u00e0 \u0111a d\u1ea1ng h\u00f3a s\u1ea3n ph\u1ea9m<\/h3>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>HSG v\u00e0 NKG chi\u1ebfm 62,3% th\u1ecb ph\u1ea7n th\u00e9p m\u1ea1 trong n\u01b0\u1edbc (HSG: 34,8%, NKG: 27,5% t\u00ednh \u0111\u1ebfn Q1\/2025). Trong Q1\/2025, HSG ghi nh\u1eadn doanh thu 9.850 t\u1ef7 VND (+23,5% YoY) v\u00e0 l\u1ee3i nhu\u1eadn 432 t\u1ef7 VND (+78,3% YoY), trong khi NKG \u0111\u1ea1t doanh thu 6.780 t\u1ef7 VND (+19,8% YoY) v\u00e0 l\u1ee3i nhu\u1eadn 282 t\u1ef7 VND (so v\u1edbi l\u1ed7 trong c\u00f9ng k\u1ef3 n\u0103m 2024).<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110i\u1ec3m n\u1ed5i b\u1eadt c\u1ee7a c\u1ea3 hai c\u00f4ng ty l\u00e0 k\u1ebft qu\u1ea3 xu\u1ea5t kh\u1ea9u \u1ea5n t\u01b0\u1ee3ng. HSG xu\u1ea5t kh\u1ea9u 145.000 t\u1ea5n th\u00e9p (+32% YoY) \u0111\u1ebfn 5 th\u1ecb tr\u01b0\u1eddng ch\u00ednh: M\u1ef9 (38.000 t\u1ea5n), EU (35.000 t\u1ea5n), Mexico (28.000 t\u1ea5n), ASEAN (25.000 t\u1ea5n) v\u00e0 \u00dac (19.000 t\u1ea5n). NKG c\u0169ng ghi nh\u1eadn kh\u1ed1i l\u01b0\u1ee3ng xu\u1ea5t kh\u1ea9u 108.000 t\u1ea5n (+28% YoY), v\u1edbi th\u1ecb tr\u01b0\u1eddng B\u1eafc M\u1ef9 chi\u1ebfm 42% t\u1ed5ng xu\u1ea5t kh\u1ea9u v\u00e0 mang l\u1ea1i bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 12,8%, cao nh\u1ea5t trong c\u00e1c th\u1ecb tr\u01b0\u1eddng c\u1ee7a m\u00ecnh.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Ph\u00e2n t\u00edch \u0111\u1ecbnh l\u01b0\u1ee3ng c\u00e1c y\u1ebfu t\u1ed1 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ec3 c\u00f3 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n \u0111\u1ecbnh l\u01b0\u1ee3ng t\u00e1c \u0111\u1ed9ng c\u1ee7a c\u00e1c y\u1ebfu t\u1ed1 v\u0129 m\u00f4 v\u00e0 vi m\u00f4 \u0111\u1ebfn bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam. D\u1ef1a tr\u00ean ph\u00e2n t\u00edch d\u1eef li\u1ec7u trong 5 n\u0103m qua, ch\u00fang t\u00f4i \u0111\u00e3 x\u00e1c \u0111\u1ecbnh c\u00e1c h\u1ec7 s\u1ed1 t\u01b0\u01a1ng quan c\u1ee7a c\u00e1c y\u1ebfu t\u1ed1 n\u00e0y.<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Y\u1ebfu t\u1ed1<\/th>\n<th>T\u00e1c \u0111\u1ed9ng<\/th>\n<th>H\u1ec7 s\u1ed1 t\u01b0\u01a1ng quan<\/th>\n<th>\u0110\u1ed9 tr\u1ec5 t\u00e1c \u0111\u1ed9ng<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Gi\u00e1 qu\u1eb7ng s\u1eaft<\/td>\n<td>\u2193 Gi\u00e1 qu\u1eb7ng 10% \u2192 \u2191 Bi\u00ean l\u1ee3i nhu\u1eadn 2,5%<\/td>\n<td>-0,72<\/td>\n<td>1-2 th\u00e1ng<\/td>\n<\/tr>\n<tr>\n<td>Gi\u1ea3i ng\u00e2n \u0111\u1ea7u t\u01b0 c\u00f4ng<\/td>\n<td>\u2191 Gi\u1ea3i ng\u00e2n 5% \u2192 \u2191 Ti\u00eau th\u1ee5 th\u00e9p 3,8%<\/td>\n<td>+0,85<\/td>\n<td>3-6 th\u00e1ng<\/td>\n<\/tr>\n<tr>\n<td>L\u00e3i su\u1ea5t<\/td>\n<td>\u2193 L\u00e3i su\u1ea5t 1% \u2192 \u2191 P\/E ng\u00e0nh 8,2%<\/td>\n<td>-0,64<\/td>\n<td>2-3 th\u00e1ng<\/td>\n<\/tr>\n<tr>\n<td>Thu\u1ebf nh\u1eadp kh\u1ea9u th\u00e9p<\/td>\n<td>\u2191 Thu\u1ebf 5% \u2192 \u2191 Gi\u00e1 b\u00e1n trong n\u01b0\u1edbc 3,2%<\/td>\n<td>+0,58<\/td>\n<td>Ngay l\u1eadp t\u1ee9c<\/td>\n<\/tr>\n<tr>\n<td>T\u1ef7 gi\u00e1 VND\/USD<\/td>\n<td>\u2191 T\u1ef7 gi\u00e1 3% \u2192 \u2193 Bi\u00ean l\u1ee3i nhu\u1eadn th\u00e9p m\u1ea1 1,8%<\/td>\n<td>Bi\u1ebfn \u0111\u1ed5i: -0,52 (th\u00e9p m\u1ea1), +0,38 (xu\u1ea5t kh\u1ea9u th\u00e9p)<\/td>\n<td>1 th\u00e1ng<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>Ph\u00e2n t\u00edch chi ti\u1ebft chu k\u1ef3 \u0111\u1ea7u t\u01b0 c\u00f4ng 2025-2026<\/h3>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Y\u1ebfu t\u1ed1 v\u0129 m\u00f4 quan tr\u1ecdng nh\u1ea5t \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu th\u00e9p l\u00e0 chu k\u1ef3 \u0111\u1ea7u t\u01b0 c\u00f4ng, v\u1edbi h\u1ec7 s\u1ed1 t\u01b0\u01a1ng quan +0,85. Theo d\u1eef li\u1ec7u c\u1eadp nh\u1eadt t\u1eeb B\u1ed9 K\u1ebf ho\u1ea1ch v\u00e0 \u0110\u1ea7u t\u01b0, t\u1ef7 l\u1ec7 gi\u1ea3i ng\u00e2n \u0111\u1ea7u t\u01b0 c\u00f4ng trong 4 th\u00e1ng \u0111\u1ea7u n\u0103m 2025 \u0111\u1ea1t 22,8% k\u1ebf ho\u1ea1ch n\u0103m, cao h\u01a1n 4,5 \u0111i\u1ec3m ph\u1ea7n tr\u0103m so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m 2024, \u0111\u1eb7c bi\u1ec7t t\u1eadp trung v\u00e0o ba d\u1ef1 \u00e1n l\u1edbn:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>D\u1ef1 \u00e1n \u0111\u01b0\u1eddng cao t\u1ed1c B\u1eafc-Nam ph\u00eda \u0110\u00f4ng 2021-2025 v\u1edbi t\u1ed5ng m\u1ee9c \u0111\u1ea7u t\u01b0 146.990 t\u1ef7 VND, \u0111\u00e3 gi\u1ea3i ng\u00e2n 31,2%, d\u1ef1 ki\u1ebfn ti\u00eau th\u1ee5 870.000 t\u1ea5n th\u00e9p trong n\u0103m 2025<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>D\u1ef1 \u00e1n s\u00e2n bay Long Th\u00e0nh giai \u0111o\u1ea1n 1 v\u1edbi t\u1ed5ng v\u1ed1n 109.112 t\u1ef7 VND, \u0111\u00e3 gi\u1ea3i ng\u00e2n 27,8%, d\u1ef1 ki\u1ebfn ti\u00eau th\u1ee5 350.000 t\u1ea5n th\u00e9p trong n\u0103m 2025<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>10 d\u1ef1 \u00e1n metro t\u1ea1i H\u00e0 N\u1ed9i v\u00e0 TP.HCM v\u1edbi t\u1ed5ng m\u1ee9c \u0111\u1ea7u t\u01b0 87.565 t\u1ef7 VND, \u0111\u00e3 gi\u1ea3i ng\u00e2n 18,5%, d\u1ef1 ki\u1ebfn ti\u00eau th\u1ee5 290.000 t\u1ea5n th\u00e9p trong n\u0103m 2025<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1eb7c bi\u1ec7t, Ch\u00ednh ph\u1ee7 \u0111\u00e3 \u0111\u1eb7t m\u1ee5c ti\u00eau gi\u1ea3i ng\u00e2n 95% k\u1ebf ho\u1ea1ch v\u1ed1n \u0111\u1ea7u t\u01b0 c\u00f4ng trong n\u0103m 2025, t\u0103ng 8,3 \u0111i\u1ec3m ph\u1ea7n tr\u0103m so v\u1edbi n\u0103m 2024, t\u1ea1o \u0111\u1ed9ng l\u1ef1c m\u1ea1nh m\u1ebd cho nhu c\u1ea7u th\u00e9p x\u00e2y d\u1ef1ng t\u0103ng 13,5% so v\u1edbi n\u0103m tr\u01b0\u1edbc.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ecbnh gi\u00e1 chuy\u00ean s\u00e2u v\u00e0 ch\u1ec9 s\u1ed1 c\u1ee5 th\u1ec3 cho c\u1ed5 phi\u1ebfu th\u00e9p<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ecbnh gi\u00e1 c\u1ed5 phi\u1ebfu th\u00e9p \u0111\u00f2i h\u1ecfi k\u1ebft h\u1ee3p nhi\u1ec1u ph\u01b0\u01a1ng ph\u00e1p ph\u00f9 h\u1ee3p v\u1edbi \u0111\u1eb7c th\u00f9 c\u1ee7a ng\u00e0nh. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 ph\u00e2n t\u00edch chi ti\u1ebft v\u1ec1 5 ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ecbnh gi\u00e1 hi\u1ec7u qu\u1ea3 nh\u1ea5t cho c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam, x\u1ebfp theo th\u1ee9 t\u1ef1 \u01b0u ti\u00ean:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>EV\/EBITDA theo chu k\u1ef3:&nbsp;Ph\u01b0\u01a1ng ph\u00e1p n\u00e0y lo\u1ea1i b\u1ecf t\u00e1c \u0111\u1ed9ng c\u1ee7a kh\u1ea5u hao v\u00e0 thu\u1ebf, ph\u00f9 h\u1ee3p v\u1edbi c\u00e1c c\u00f4ng ty th\u00e9p c\u00f3 \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0o t\u00e0i s\u1ea3n c\u1ed1 \u0111\u1ecbnh<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>P\/E trung b\u00ecnh theo chu k\u1ef3 (CAPE):&nbsp;S\u1eed d\u1ee5ng EPS trung b\u00ecnh 5 n\u0103m \u0111\u1ec3 lo\u1ea1i b\u1ecf bi\u1ebfn \u0111\u1ed9ng ng\u1eafn h\u1ea1n, ph\u1ea3n \u00e1nh gi\u00e1 tr\u1ecb th\u1ef1c c\u1ee7a doanh nghi\u1ec7p qua c\u00e1c chu k\u1ef3<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>P\/B k\u1ebft h\u1ee3p v\u1edbi ROE:&nbsp;\u0110\u1eb7c bi\u1ec7t h\u1eefu \u00edch cho ng\u00e0nh th\u00e9p v\u1edbi t\u00e0i s\u1ea3n l\u1edbn v\u00e0 bi\u1ebfn \u0111\u1ed9ng l\u1ee3i nhu\u1eadn theo chu k\u1ef3<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>EV\/Ton c\u00f4ng su\u1ea5t:&nbsp;M\u1ed9t th\u01b0\u1edbc \u0111o \u0111\u1eb7c th\u00f9 ng\u00e0nh, cho ph\u00e9p so s\u00e1nh v\u1edbi c\u00e1c c\u00f4ng ty qu\u1ed1c t\u1ebf<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>DCF v\u1edbi k\u1ecbch b\u1ea3n chu k\u1ef3:&nbsp;M\u00f4 h\u00ecnh d\u00f2ng ti\u1ec1n chi\u1ebft kh\u1ea5u k\u1ebft h\u1ee3p v\u1edbi c\u00e1c k\u1ecbch b\u1ea3n chu k\u1ef3 ng\u00e0nh th\u00e9p 5-7 n\u0103m<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Ch\u1ec9 s\u1ed1<\/th>\n<th>Gi\u00e1 tr\u1ecb h\u1ee3p l\u00fd cho ng\u00e0nh th\u00e9p VN<\/th>\n<th>D\u1eef li\u1ec7u l\u1ecbch s\u1eed (5 n\u0103m)<\/th>\n<th>\u1ee8ng d\u1ee5ng th\u1ef1c t\u1ebf<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>P\/E<\/td>\n<td>8-12x (\u0111\u00e1y chu k\u1ef3: 2022-2023)15-20x (\u0111\u1ec9nh chu k\u1ef3: d\u1ef1 b\u00e1o 2026-2027)<\/td>\n<td>Min: 6,8x (Q4\/2022)Max: 22,5x (Q1\/2021)Trung b\u00ecnh: 14,2x<\/td>\n<td>HPG hi\u1ec7n giao d\u1ecbch \u1edf m\u1ee9c P\/E 14,8x, ph\u1ea3n \u00e1nh k\u1ef3 v\u1ecdng cho m\u1ed9t chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi<\/td>\n<\/tr>\n<tr>\n<td>EV\/EBITDA<\/td>\n<td>5-8x<\/td>\n<td>Min: 4,2x (Q3\/2022)Max: 9,8x (Q2\/2021)Trung b\u00ecnh: 6,7x<\/td>\n<td>HSG v\u1edbi EV\/EBITDA 6,3x \u0111ang \u1edf m\u1ee9c h\u1ea5p d\u1eabn, d\u01b0\u1edbi m\u1ee9c trung b\u00ecnh ng\u00e0nh (7,2x)<\/td>\n<\/tr>\n<tr>\n<td>P\/B<\/td>\n<td>1,0-1,8x<\/td>\n<td>Min: 0,85x (Q4\/2022)Max: 2,7x (Q1\/2021)Trung b\u00ecnh: 1,5x<\/td>\n<td>NKG v\u1edbi P\/B 1,2x v\u00e0 ROE d\u1ef1 ki\u1ebfn 15,8% cho n\u0103m 2025 \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 h\u1ea5p d\u1eabn<\/td>\n<\/tr>\n<tr>\n<td>EV\/Ton c\u00f4ng su\u1ea5t<\/td>\n<td>$600-900\/t\u1ea5n (th\u00e9p d\u00e0i)$800-1200\/t\u1ea5n (th\u00e9p d\u1eb9t)<\/td>\n<td>Th\u00e9p d\u00e0i VN: $450-1100\/t\u1ea5nTh\u00e9p d\u1eb9t VN: $650-1450\/t\u1ea5nTrung b\u00ecnh khu v\u1ef1c: $950\/t\u1ea5n<\/td>\n<td>HPG: $720\/t\u1ea5n, th\u1ea5p h\u01a1n 24% so v\u1edbi trung b\u00ecnh khu v\u1ef1c, cho th\u1ea5y ti\u1ec1m n\u0103ng t\u0103ng gi\u00e1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>S\u1eed d\u1ee5ng n\u1ec1n t\u1ea3ng Pocket Option, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 truy c\u1eadp c\u00f4ng c\u1ee5 \u0111\u1ed9c quy\u1ec1n &#8220;Steel Valuation Metrics&#8221;, cung c\u1ea5p ph\u00e2n t\u00edch theo th\u1eddi gian th\u1ef1c c\u1ee7a 8 ch\u1ec9 s\u1ed1 \u0111\u1ecbnh gi\u00e1 cho 15 c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam, v\u1edbi d\u1eef li\u1ec7u so s\u00e1nh t\u1eeb 42 c\u00f4ng ty th\u00e9p \u0110\u00f4ng Nam \u00c1. Ch\u1ee9c n\u0103ng &#8220;Cycle Alert&#8221; c\u1ee7a Pocket Option c\u0169ng c\u1ea3nh b\u00e1o khi c\u00e1c ch\u1ec9 s\u1ed1 \u0111\u1ecbnh gi\u00e1 v\u01b0\u1ee3t ng\u01b0\u1ee1ng +\/- 1,5 \u0111\u1ed9 l\u1ec7ch chu\u1ea9n so v\u1edbi trung b\u00ecnh 5 n\u0103m, gi\u00fap x\u00e1c \u0111\u1ecbnh c\u01a1 h\u1ed9i mua\/b\u00e1n t\u1ed1i \u01b0u.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p theo chu k\u1ef3 ng\u00e0nh 2025-2027<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Ng\u00e0nh th\u00e9p c\u00f3 t\u00ednh chu k\u1ef3 r\u00f5 r\u1ec7t v\u1edbi 4 giai \u0111o\u1ea1n ch\u00ednh k\u00e9o d\u00e0i 3-5 n\u0103m. Ph\u00e2n t\u00edch d\u1eef li\u1ec7u 20 n\u0103m cho th\u1ea5y chu k\u1ef3 th\u00e9p Vi\u1ec7t Nam th\u01b0\u1eddng k\u00e9o d\u00e0i trung b\u00ecnh 42 th\u00e1ng. Hi\u1ec3u r\u00f5 v\u1ecb tr\u00ed hi\u1ec7n t\u1ea1i v\u00e0 d\u1ef1 b\u00e1o ch\u00ednh x\u00e1c giai \u0111o\u1ea1n ti\u1ebfp theo l\u00e0 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh th\u00e0nh c\u00f4ng khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p.<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Giai \u0111o\u1ea1n chu k\u1ef3<\/th>\n<th>\u0110\u1eb7c \u0111i\u1ec3m nh\u1eadn di\u1ec7n<\/th>\n<th>Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 t\u1ed1i \u01b0u<\/th>\n<th>Th\u1eddi gian d\u1ef1 b\u00e1o<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u0110\u00e1y chu k\u1ef3<\/td>\n<td>&#8211; Gi\u00e1 th\u00e9p d\u01b0\u1edbi gi\u00e1 th\u00e0nh s\u1ea3n xu\u1ea5t- L\u1ee3i nhu\u1eadn \u00e2m 2-3 qu\u00fd li\u00ean ti\u1ebfp- P\/E b\u1ea5t th\u01b0\u1eddng cao ho\u1eb7c \u00e2m- P\/B d\u01b0\u1edbi 1,0x- Kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch th\u1ea5p<\/td>\n<td>&#8211; Mua d\u1ea7n HPG khi P\/B &lt; 1,2x- Ph\u00e2n b\u1ed5 60% cho c\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u ng\u00e0nh (HPG), 40% cho c\u00e1c c\u00f4ng ty c\u00f3 t\u00e0i ch\u00ednh t\u1ed1t (HSG, NKG)- S\u1eed d\u1ee5ng DCA trong 3-4 th\u00e1ng thay v\u00ec mua m\u1ed9t l\u1ea7n<\/td>\n<td>Q3\/2022 &#8211; Q2\/2023(\u0111\u00e3 ho\u00e0n th\u00e0nh)<\/td>\n<\/tr>\n<tr>\n<td>Ph\u1ee5c h\u1ed3i<\/td>\n<td>&#8211; Gi\u00e1 th\u00e9p t\u0103ng 10-15% t\u1eeb \u0111\u00e1y- Bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p &gt; 12%- T\u0103ng tr\u01b0\u1edfng EPS d\u01b0\u01a1ng 2 qu\u00fd li\u00ean ti\u1ebfp- Kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch t\u0103ng &gt; 40%- K\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 c\u00f4ng \u0111\u01b0\u1ee3c \u0111\u1ea9y m\u1ea1nh<\/td>\n<td>&#8211; T\u0103ng t\u1ef7 tr\u1ecdng l\u00ean 15-20% danh m\u1ee5c- Th\u00eam c\u1ed5 phi\u1ebfu c\u00f3 \u0111\u00f2n b\u1ea9y cao (POM, TIS)- \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c LEAP (Long-term Equity Anticipation) v\u1edbi quy\u1ec1n ch\u1ecdn 12-18 th\u00e1ng- \u0110\u1eb7t l\u1ec7nh d\u1eebng l\u1ed7 15% theo \u0111u\u00f4i<\/td>\n<td>Q3\/2023 &#8211; Q4\/2025(hi\u1ec7n \u0111ang \u1edf giai \u0111o\u1ea1n gi\u1eefa)<\/td>\n<\/tr>\n<tr>\n<td>\u0110\u1ec9nh chu k\u1ef3<\/td>\n<td>&#8211; Gi\u00e1 th\u00e9p cao h\u01a1n trung b\u00ecnh 10 n\u0103m &gt; 25%- Bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p &gt; 20%- T\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng c\u00f4ng su\u1ea5t &gt; 90%- P\/E &lt; 10x do EPS b\u1ea5t th\u01b0\u1eddng cao- K\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t \u0111\u1ed3ng lo\u1ea1t<\/td>\n<td>&#8211; Gi\u1ea3m d\u1ea7n t\u1ef7 tr\u1ecdng khi ROE &gt; 20%- \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c &#8220;Sell in May&#8221; cho ng\u00e0nh th\u00e9p- Chuy\u1ec3n sang c\u1ed5 phi\u1ebfu ph\u00f2ng th\u1ee7 nh\u01b0 ti\u1ec7n \u00edch, F&amp;B- S\u1eed d\u1ee5ng quy\u1ec1n ch\u1ecdn b\u00e1n \u0111\u1ec3 b\u1ea3o v\u1ec7 danh m\u1ee5c<\/td>\n<td>D\u1ef1 b\u00e1o Q1\/2026 &#8211; Q3\/2027<\/td>\n<\/tr>\n<tr>\n<td>Suy gi\u1ea3m<\/td>\n<td>&#8211; Gi\u00e1 th\u00e9p gi\u1ea3m &gt; 20% t\u1eeb \u0111\u1ec9nh- Bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p &lt; 10%- C\u1eaft gi\u1ea3m s\u1ea3n xu\u1ea5t- K\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 b\u1ecb tr\u00ec ho\u00e3n\/h\u1ee7y b\u1ecf- Cung v\u01b0\u1ee3t c\u1ea7u &gt; 10%<\/td>\n<td>&#8211; R\u00fat ho\u00e0n to\u00e0n kh\u1ecfi c\u1ed5 phi\u1ebfu th\u00e9p nh\u1ecf, thanh kho\u1ea3n th\u1ea5p- Gi\u1eef t\u1ed1i \u0111a 5% danh m\u1ee5c trong HPG- S\u1eed d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c &#8220;Pair Trading&#8221; gi\u1eefa th\u00e9p v\u00e0 xi m\u0103ng- Ch\u1edd t\u00edn hi\u1ec7u \u0111\u00e1y chu k\u1ef3 m\u1edbi<\/td>\n<td>D\u1ef1 b\u00e1o Q4\/2027 &#8211; Q3\/2028<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Ph\u00e2n t\u00edch k\u1ef9 thu\u1eadt cho th\u1ea5y ng\u00e0nh th\u00e9p Vi\u1ec7t Nam \u0111ang \u1edf giai \u0111o\u1ea1n gi\u1eefa c\u1ee7a chu k\u1ef3 ph\u1ee5c h\u1ed3i, v\u1edbi 7\/10 ch\u1ec9 s\u1ed1 chu k\u1ef3 x\u00e1c nh\u1eadn xu h\u01b0\u1edbng n\u00e0y. Theo d\u1eef li\u1ec7u t\u1eeb Pocket Option, kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch c\u1ee7a 5 c\u1ed5 phi\u1ebfu th\u00e9p h\u00e0ng \u0111\u1ea7u \u0111\u00e3 t\u0103ng trung b\u00ecnh 53,8% trong Q1\/2025 so v\u1edbi Q4\/2024, cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi m\u1ee9c t\u0103ng 25,2% c\u1ee7a VN-Index. \u0110\u1eb7c bi\u1ec7t, d\u00f2ng ti\u1ec1n th\u00f4ng minh v\u00e0o nh\u00f3m c\u1ed5 phi\u1ebfu th\u00e9p \u0111\u00e3 t\u00edch c\u1ef1c trong 8 tu\u1ea7n li\u00ean ti\u1ebfp, d\u00e0i nh\u1ea5t k\u1ec3 t\u1eeb Q2\/2021.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Qu\u1ea3n l\u00fd r\u1ee7i ro n\u00e2ng cao v\u1edbi ph\u01b0\u01a1ng ph\u00e1p 5D cho \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p mang nhi\u1ec1u r\u1ee7i ro \u0111\u1eb7c th\u00f9 ng\u00e0nh do t\u00ednh bi\u1ebfn \u0111\u1ed9ng cao c\u1ee7a l\u0129nh v\u1ef1c n\u00e0y. \u0110\u1ec3 b\u1ea3o v\u1ec7 v\u1ed1n v\u00e0 t\u1ed1i \u01b0u h\u00f3a l\u1ee3i nhu\u1eadn, nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean \u00e1p d\u1ee5ng ph\u01b0\u01a1ng ph\u00e1p qu\u1ea3n l\u00fd r\u1ee7i ro 5D (Detect &#8211; Diversify &#8211; Determine &#8211; Defend &#8211; Document).<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>1. Detect:&nbsp;Nh\u1eadn di\u1ec7n s\u1edbm 5 r\u1ee7i ro ch\u00ednh \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>2. Diversify:&nbsp;Ph\u00e2n b\u1ed5 v\u1ed1n h\u1ee3p l\u00fd gi\u1eefa c\u00e1c c\u1ed5 phi\u1ebfu v\u00e0 lo\u1ea1i h\u00ecnh \u0111\u1ea7u t\u01b0<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>3. Determine:&nbsp;Thi\u1ebft l\u1eadp ng\u01b0\u1ee1ng ch\u1ecbu r\u1ee7i ro v\u00e0 m\u1ee9c l\u1ee3i nhu\u1eadn\/l\u1ed7 c\u1ee5 th\u1ec3<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>4. Defend:&nbsp;S\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 b\u1ea3o v\u1ec7 danh m\u1ee5c ph\u00f9 h\u1ee3p<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>5. Document:&nbsp;Theo d\u00f5i v\u00e0 \u0111\u00e1nh gi\u00e1 hi\u1ec7u qu\u1ea3 c\u1ee7a chi\u1ebfn l\u01b0\u1ee3c qu\u1ea3n l\u00fd r\u1ee7i ro<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>B\u1ea3ng d\u01b0\u1edbi \u0111\u00e2y ph\u00e2n t\u00edch chi ti\u1ebft c\u00e1c r\u1ee7i ro ch\u00ednh c\u00f9ng v\u1edbi x\u00e1c su\u1ea5t x\u1ea3y ra v\u00e0 m\u1ee9c \u0111\u1ed9 \u1ea3nh h\u01b0\u1edfng cho giai \u0111o\u1ea1n 2025-2026:<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>R\u1ee7i ro<\/th>\n<th>X\u00e1c su\u1ea5t (%)<\/th>\n<th>M\u1ee9c \u0111\u1ed9 \u1ea3nh h\u01b0\u1edfng<\/th>\n<th>Chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba c\u1ee5 th\u1ec3<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nguy\u00ean li\u1ec7u<\/td>\n<td>78%<\/td>\n<td>Cao: \u00b118% bi\u00ean l\u1ee3i nhu\u1eadn<\/td>\n<td>1. Ph\u00e2n t\u00edch t\u01b0\u01a1ng quan gi\u1eefa gi\u00e1 c\u1ed5 phi\u1ebfu v\u00e0 gi\u00e1 qu\u1eb7ng s\u1eaft trong 30 ng\u00e0y2. \u0110\u1eb7t c\u1ea3nh b\u00e1o khi gi\u00e1 qu\u1eb7ng bi\u1ebfn \u0111\u1ed9ng &gt;5% trong 1 tu\u1ea7n3. S\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 &#8220;Commodity-Equity Correlation&#8221; c\u1ee7a Pocket Option<\/td>\n<\/tr>\n<tr>\n<td>C\u1ea1nh tranh t\u1eeb th\u00e9p Trung Qu\u1ed1c<\/td>\n<td>65%<\/td>\n<td>Trung b\u00ecnh: -8-12% th\u1ecb ph\u1ea7n<\/td>\n<td>1. \u01afu ti\u00ean c\u00e1c c\u00f4ng ty c\u00f3 s\u1ea3n ph\u1ea9m kh\u00e1c bi\u1ec7t (HPG v\u1edbi HRC cao c\u1ea5p)2. Theo d\u00f5i ch\u1ec9 s\u1ed1 PMI th\u00e9p Trung Qu\u1ed1c v\u00e0 t\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng c\u00f4ng su\u1ea5t3. \u0110i\u1ec1u ch\u1ec9nh danh m\u1ee5c khi ch\u00eanh l\u1ec7ch gi\u00e1 th\u00e9p Trung Qu\u1ed1c-VN &gt;10%<\/td>\n<\/tr>\n<tr>\n<td>Tr\u00ec ho\u00e3n d\u1ef1 \u00e1n \u0111\u1ea7u t\u01b0 c\u00f4ng<\/td>\n<td>42%<\/td>\n<td>Cao: -15-20% ti\u00eau th\u1ee5 th\u00e9p<\/td>\n<td>1. \u0110a d\u1ea1ng h\u00f3a v\u1edbi c\u00e1c ng\u00e0nh \u00edt ph\u1ee5 thu\u1ed9c v\u00e0o \u0111\u1ea7u t\u01b0 c\u00f4ng (15-20% danh m\u1ee5c)2. Theo d\u00f5i b\u00e1o c\u00e1o gi\u1ea3i ng\u00e2n h\u00e0ng th\u00e1ng t\u1eeb B\u1ed9 K\u1ebf ho\u1ea1ch &amp; \u0110\u1ea7u t\u01b03. S\u1eed d\u1ee5ng l\u1ec7nh d\u1eebng l\u1ed7 12% cho HPG v\u00e0 TIS<\/td>\n<\/tr>\n<tr>\n<td>R\u1ee7i ro t\u1ef7 gi\u00e1 VND\/USD<\/td>\n<td>58%<\/td>\n<td>Trung b\u00ecnh: \u00b15-7% chi ph\u00ed<\/td>\n<td>1. C\u00e2n b\u1eb1ng danh m\u1ee5c gi\u1eefa c\u00e1c c\u00f4ng ty xu\u1ea5t kh\u1ea9u (HSG, NKG) v\u00e0 n\u1ed9i \u0111\u1ecba (HPG)2. \u0110\u1eb7t c\u1ea3nh b\u00e1o khi t\u1ef7 gi\u00e1 bi\u1ebfn \u0111\u1ed9ng &gt;3% trong 2 tu\u1ea7n3. S\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 &#8220;FX Impact Calculator&#8221; c\u1ee7a Pocket Option<\/td>\n<\/tr>\n<tr>\n<td>Thanh kho\u1ea3n th\u1ea5p \u1edf c\u1ed5 phi\u1ebfu nh\u1ecf<\/td>\n<td>82%<\/td>\n<td>Th\u1ea5p-Trung b\u00ecnh: kh\u00f3 tho\u00e1t v\u1ecb th\u1ebf<\/td>\n<td>1. Gi\u1edbi h\u1ea1n v\u1ecb th\u1ebf t\u1ed1i \u0111a 1\/3 kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch trung b\u00ecnh 10 ng\u00e0y2. \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c &#8220;Scaling Out&#8221; (b\u00e1n t\u1eebng ph\u1ea7n)3. S\u1eed d\u1ee5ng l\u1ec7nh \u0111i\u1ec1u ki\u1ec7n OCO (One-Cancels-Other) tr\u00ean Pocket Option<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Pocket Option cung c\u1ea5p 3 c\u00f4ng c\u1ee5 qu\u1ea3n l\u00fd r\u1ee7i ro \u0111\u1ed9c \u0111\u00e1o cho nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p: &#8220;Steel Risk Matrix&#8221; ph\u00e2n t\u00edch 28 y\u1ebfu t\u1ed1 r\u1ee7i ro theo th\u1eddi gian th\u1ef1c, &#8220;Auto-Hedge Calculator&#8221; x\u00e1c \u0111\u1ecbnh t\u1ef7 l\u1ec7 ph\u00f2ng ng\u1eeba t\u1ed1i \u01b0u cho danh m\u1ee5c th\u00e9p, v\u00e0 &#8220;Sector Rotation Alert&#8221; c\u1ea3nh b\u00e1o khi xu h\u01b0\u1edbng lu\u00e2n chuy\u1ec3n v\u1ed1n t\u1eeb th\u00e9p sang c\u00e1c ng\u00e0nh kh\u00e1c b\u1eaft \u0111\u1ea7u h\u00ecnh th\u00e0nh.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>5 xu h\u01b0\u1edbng \u0111\u1ed9t ph\u00e1 \u0111\u1ecbnh h\u00ecnh t\u01b0\u01a1ng lai ng\u00e0nh th\u00e9p Vi\u1ec7t Nam 2025-2030<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Th\u1ecb tr\u01b0\u1eddng th\u00e9p Vi\u1ec7t Nam \u0111ang tr\u1ea3i qua s\u1ef1 chuy\u1ec3n \u0111\u1ed5i s\u00e2u s\u1eafc, v\u1edbi 5 xu h\u01b0\u1edbng l\u1edbn s\u1ebd t\u1ea1o ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 ti\u1ec1m n\u0103ng cho nh\u00e0 \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n trong giai \u0111o\u1ea1n 2025-2030. Hi\u1ec3u r\u00f5 c\u00e1c xu h\u01b0\u1edbng n\u00e0y gi\u00fap x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c c\u00f4ng ty n\u00e0o s\u1ebd chi\u1ebfn th\u1eafng trong cu\u1ed9c \u0111ua chuy\u1ec3n \u0111\u1ed5i ng\u00e0nh.<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Xu h\u01b0\u1edbng<\/th>\n<th>T\u00e1c \u0111\u1ed9ng c\u1ee5 th\u1ec3 \u0111\u1ebfn ng\u00e0nh th\u00e9p<\/th>\n<th>C\u00f4ng ty ti\u00ean phong<\/th>\n<th>C\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1. Chuy\u1ec3n \u0111\u1ed5i carbon th\u1ea5p<\/td>\n<td>&#8211; Gi\u1ea3m 30% ph\u00e1t th\u1ea3i CO2 v\u00e0o n\u0103m 2030- Chi ph\u00ed tu\u00e2n th\u1ee7 CBAM (EU) t\u1eeb 2026- \u0110\u1ea7u t\u01b0 2,8 t\u1ef7 USD v\u00e0o c\u00f4ng ngh\u1ec7 xanh<\/td>\n<td>HPG: D\u1ef1 \u00e1n HBI gi\u1ea3m ph\u00e1t th\u1ea3i 40%HSG: L\u00f2 EAF s\u1eed d\u1ee5ng 100% \u0111i\u1ec7n<\/td>\n<td>C\u00e1c c\u00f4ng ty \u0111\u1ea7u t\u01b0 s\u1edbm v\u00e0o c\u00f4ng ngh\u1ec7 xanh s\u1ebd t\u0103ng bi\u00ean l\u1ee3i nhu\u1eadn xu\u1ea5t kh\u1ea9u 5-8% t\u1eeb 2027 khi EU th\u1ef1c hi\u1ec7n \u0111\u1ea7y \u0111\u1ee7 CBAM<\/td>\n<\/tr>\n<tr>\n<td>2. Th\u00e9p ch\u1ea5t l\u01b0\u1ee3ng cao<\/td>\n<td>&#8211; T\u0103ng 22% nhu c\u1ea7u th\u00e9p \u0111\u1eb7c bi\u1ec7t- Bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n th\u00e9p th\u01b0\u1eddng 7-12%- Thay th\u1ebf 65% th\u00e9p nh\u1eadp kh\u1ea9u trong n\u01b0\u1edbc<\/td>\n<td>HPG: \u0110\u1ea7u t\u01b0 850 tri\u1ec7u USD v\u00e0o d\u00e2y chuy\u1ec1n HRC cao c\u1ea5pPOM: Li\u00ean doanh v\u1edbi Posco<\/td>\n<td>HPG d\u1ef1 ki\u1ebfn t\u0103ng th\u1ecb ph\u1ea7n th\u00e9p \u00f4 t\u00f4 t\u1eeb 8% l\u00ean 35% v\u00e0o n\u0103m 2028, \u0111\u00f3ng g\u00f3p th\u00eam 12% v\u00e0o doanh thu v\u00e0 18% v\u00e0o l\u1ee3i nhu\u1eadn<\/td>\n<\/tr>\n<tr>\n<td>3. T\u00edch h\u1ee3p chu\u1ed7i gi\u00e1 tr\u1ecb<\/td>\n<td>&#8211; M&amp;A t\u0103ng 35% trong giai \u0111o\u1ea1n 2025-2027- Gi\u1ea3m 12-15% chi ph\u00ed s\u1ea3n xu\u1ea5t- T\u1eadp trung v\u00e0o c\u00e1c c\u00f4ng ty c\u00f3 m\u1ecf qu\u1eb7ng<\/td>\n<td>HPG: Mua l\u1ea1i 3 m\u1ecf qu\u1eb7ng t\u1ea1i \u00dacHSG: Mua l\u1ea1i NKG (d\u1ef1 b\u00e1o 2026)<\/td>\n<td>C\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u ng\u00e0nh s\u1ebd c\u00f3 ROE cao h\u01a1n trung b\u00ecnh ng\u00e0nh 4-6 \u0111i\u1ec3m ph\u1ea7n tr\u0103m nh\u1edd l\u1ee3i th\u1ebf chi ph\u00ed t\u1eeb t\u00edch h\u1ee3p d\u1ecdc<\/td>\n<\/tr>\n<tr>\n<td>4. C\u00f4ng ngh\u1ec7 s\u1ed1 4.0<\/td>\n<td>&#8211; Gi\u1ea3m 8-10% chi ph\u00ed v\u1eadn h\u00e0nh- T\u0103ng 15% hi\u1ec7u su\u1ea5t s\u1eed d\u1ee5ng t\u00e0i s\u1ea3n- 85% c\u00f4ng ty \u0111\u1ea7u t\u01b0 v\u00e0o t\u1ef1 \u0111\u1ed9ng h\u00f3a<\/td>\n<td>HPG: H\u1ec7 th\u1ed1ng AI t\u1ed1i \u01b0u h\u00f3a l\u00f2 caoHSG: D\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t th\u00f4ng minh<\/td>\n<td>C\u00e1c c\u00f4ng ty \u0111\u1ea7u t\u01b0 v\u00e0o s\u1ed1 h\u00f3a s\u1ebd \u0111\u1ea1t bi\u00ean EBITDA cao h\u01a1n 4-5% v\u00e0 gi\u1ea3m 12% chi ph\u00ed b\u1ea3o tr\u00ec t\u1eeb 2026<\/td>\n<\/tr>\n<tr>\n<td>5. \u0110a d\u1ea1ng h\u00f3a th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u<\/td>\n<td>&#8211; T\u0103ng 45% xu\u1ea5t kh\u1ea9u sang th\u1ecb tr\u01b0\u1eddng m\u1edbi- Gi\u1ea3m th\u1ecb ph\u1ea7n Trung Qu\u1ed1c xu\u1ed1ng &lt;20%- T\u1eadp trung v\u00e0o s\u1ea3n ph\u1ea9m cao c\u1ea5p cho EU, M\u1ef9<\/td>\n<td>HSG: M\u1edf r\u1ed9ng sang 5 th\u1ecb tr\u01b0\u1eddng m\u1edbi t\u1ea1i ch\u00e2u PhiNKG: Li\u00ean doanh t\u1ea1i Mexico<\/td>\n<td>HSG v\u00e0 NKG d\u1ef1 ki\u1ebfn t\u0103ng t\u1ef7 tr\u1ecdng doanh thu xu\u1ea5t kh\u1ea9u t\u1eeb 38% l\u00ean 55% v\u00e0o n\u0103m 2027, gi\u1ea3m bi\u1ebfn \u0111\u1ed9ng l\u1ee3i nhu\u1eadn 28%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Theo ph\u00e2n t\u00edch \u0111\u1ed9c quy\u1ec1n c\u1ee7a Pocket Option, xu h\u01b0\u1edbng chuy\u1ec3n \u0111\u1ed5i carbon th\u1ea5p s\u1ebd l\u00e0 \u0111\u1ed9ng l\u1ef1c m\u1ea1nh nh\u1ea5t \u0111\u1ecbnh h\u00ecnh b\u1ed1i c\u1ea3nh ng\u00e0nh th\u00e9p Vi\u1ec7t Nam trong 5 n\u0103m t\u1edbi. Ba c\u00f4ng ty d\u1eabn \u0111\u1ea7u trong vi\u1ec7c \u00e1p d\u1ee5ng c\u00f4ng ngh\u1ec7 l\u00f2 \u0111i\u1ec7n h\u1ed3 quang (EAF) v\u00e0 HBI \u0111\u00e3 gi\u1ea3m chi ph\u00ed tu\u00e2n th\u1ee7 m\u00f4i tr\u01b0\u1eddng 22-28% v\u00e0 t\u0103ng bi\u00ean l\u1ee3i nhu\u1eadn xu\u1ea5t kh\u1ea9u 8-12% \u0111\u1ebfn c\u00e1c th\u1ecb tr\u01b0\u1eddng c\u00f3 y\u00eau c\u1ea7u nghi\u00eam ng\u1eb7t nh\u01b0 EU v\u00e0 Nh\u1eadt B\u1ea3n.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>C\u1ee5 th\u1ec3, HPG \u0111ang tri\u1ec3n khai d\u1ef1 \u00e1n gi\u1ea3m ph\u00e1t th\u1ea3i carbon tr\u1ecb gi\u00e1 1,2 t\u1ef7 USD, bao g\u1ed3m c\u00f4ng ngh\u1ec7 HBI (S\u1eaft ho\u00e0n nguy\u00ean tr\u1ef1c ti\u1ebfp) t\u1ea1i Dung Qu\u1ea5t 2 gi\u00fap gi\u1ea3m ph\u00e1t th\u1ea3i CO2 40% m\u1ed7i t\u1ea5n th\u00e9p so v\u1edbi ph\u01b0\u01a1ng ph\u00e1p truy\u1ec1n th\u1ed1ng. HSG \u0111\u00e3 \u0111\u1ea7u t\u01b0 320 tri\u1ec7u USD v\u00e0o l\u00f2 EAF s\u1eed d\u1ee5ng 100% \u0111i\u1ec7n, d\u1ef1 ki\u1ebfn b\u1eaft \u0111\u1ea7u ho\u1ea1t \u0111\u1ed9ng v\u00e0o Q3\/2026, gi\u00fap c\u00f4ng ty tr\u1edf th\u00e0nh nh\u00e0 s\u1ea3n xu\u1ea5t th\u00e9p m\u1ea1 carbon th\u1ea5p h\u00e0ng \u0111\u1ea7u \u0110\u00f4ng Nam \u00c1.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 v\u00e0 danh m\u1ee5c c\u1ed5 phi\u1ebfu th\u00e9p t\u1ed1i \u01b0u 2025-2026<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>D\u1ef1a tr\u00ean ph\u00e2n t\u00edch to\u00e0n di\u1ec7n v\u1ec1 chu k\u1ef3 ng\u00e0nh, c\u00e1c y\u1ebfu t\u1ed1 v\u0129 m\u00f4 v\u00e0 vi m\u00f4, v\u00e0 tri\u1ec3n v\u1ecdng t\u1eebng c\u00f4ng ty, ch\u00fang t\u00f4i \u0111\u1ec1 xu\u1ea5t chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p t\u1ed1i \u01b0u cho giai \u0111o\u1ea1n 2025-2026 nh\u01b0 sau:<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>M\u00e3 c\u1ed5 phi\u1ebfu th\u00e9p<\/th>\n<th>T\u1ef7 tr\u1ecdng (%)<\/th>\n<th>Chi\u1ebfn l\u01b0\u1ee3c c\u1ee5 th\u1ec3<\/th>\n<th>Gi\u00e1 m\u1ee5c ti\u00eau 12 th\u00e1ng (VND)<\/th>\n<th>Ti\u1ec1m n\u0103ng t\u0103ng gi\u00e1 (%)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>HPG<\/td>\n<td>50%<\/td>\n<td>&#8211; T\u00edch l\u0169y khi \u0111i\u1ec1u ch\u1ec9nh v\u1ec1 v\u00f9ng 38.000-40.000- Chia th\u00e0nh 3 giai \u0111o\u1ea1n mua: 40% v\u1ed1n \u1edf 40.000, 30% \u1edf 38.500, 30% \u1edf 37.000- D\u1eebng l\u1ed7 theo \u0111u\u00f4i 10% t\u1eeb gi\u00e1 cao nh\u1ea5t- Ch\u1ed1t l\u1eddi t\u1eebng ph\u1ea7n: 20% \u1edf 48.000, 30% \u1edf 52.000, gi\u1eef 50% cho m\u1ee5c ti\u00eau d\u00e0i h\u1ea1n<\/td>\n<td>54.500<\/td>\n<td>24,8%<\/td>\n<\/tr>\n<tr>\n<td>HSG<\/td>\n<td>20%<\/td>\n<td>&#8211; Mua khi gi\u00e1 th\u00e9p HRC t\u0103ng 2 tu\u1ea7n li\u00ean ti\u1ebfp- Mua 100% v\u1ecb th\u1ebf khi gi\u00e1 v\u01b0\u1ee3t MA50 v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng t\u0103ng &gt;50%- D\u1eebng l\u1ed7 c\u1ee9ng \u1edf -15% t\u1eeb gi\u00e1 mua- T\u0103ng v\u1ecb th\u1ebf 30% n\u1ebfu ch\u1ec9 s\u1ed1 xu\u1ea5t kh\u1ea9u Q2\/2025 t\u0103ng &gt;20% YoY<\/td>\n<td>23.800<\/td>\n<td>28,5%<\/td>\n<\/tr>\n<tr>\n<td>NKG<\/td>\n<td>15%<\/td>\n<td>&#8211; Chi\u1ebfn l\u01b0\u1ee3c &#8220;Breakout trading&#8221;: mua khi ph\u00e1 v\u1ee1 kh\u00e1ng c\u1ef1 t\u1ea1i 19.500- Ph\u00e2n b\u1ed5: 60% khi breakout, 40% khi retest m\u1ee9c 19.500- D\u1eebng l\u1ed7 khi \u0111\u00f3ng c\u1eeda d\u01b0\u1edbi 18.000- T\u0103ng v\u1ecb th\u1ebf 20% n\u1ebfu bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p Q2\/2025 &gt;12%<\/td>\n<td>25.200<\/td>\n<td>33,2%<\/td>\n<\/tr>\n<tr>\n<td>TIS<\/td>\n<td>10%<\/td>\n<td>&#8211; Mua theo \u0111\u00e0 khi c\u00f3 3 phi\u00ean t\u0103ng li\u00ean ti\u1ebfp v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng t\u0103ng- \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c &#8220;Bollinger Band Breakout&#8221;- D\u1eebng l\u1ed7 khi \u0111\u00f3ng c\u1eeda d\u01b0\u1edbi d\u1ea3i d\u01b0\u1edbi- Ch\u1ed1t l\u1eddi to\u00e0n b\u1ed9 v\u1ecb th\u1ebf khi ch\u1ea1m d\u1ea3i tr\u00ean +2 \u0111\u1ed9 l\u1ec7ch chu\u1ea9n<\/td>\n<td>14.500<\/td>\n<td>21,7%<\/td>\n<\/tr>\n<tr>\n<td>POM<\/td>\n<td>5%<\/td>\n<td>&#8211; Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u c\u01a1 r\u1ee7i ro cao: ch\u1ec9 ph\u00e2n b\u1ed5 v\u1ed1n r\u1ee7i ro- Mua sau 2 qu\u00fd li\u00ean ti\u1ebfp c\u00f3 l\u1ee3i nhu\u1eadn d\u01b0\u01a1ng- D\u1eebng l\u1ed7 c\u1ee9ng \u1edf -20% t\u1eeb gi\u00e1 mua- Ch\u1ed1t l\u1eddi to\u00e0n b\u1ed9 v\u1ecb th\u1ebf khi l\u00e3i &gt;50% ho\u1eb7c sau 9 th\u00e1ng n\u1eafm gi\u1eef<\/td>\n<td>9.800<\/td>\n<td>45,8%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00e1c c\u00f4ng c\u1ee5 \u0111\u1ed9c quy\u1ec1n \u0111\u1ec3 th\u1ef1c hi\u1ec7n hi\u1ec7u qu\u1ea3 chi\u1ebfn l\u01b0\u1ee3c n\u00e0y. T\u00ednh n\u0103ng &#8220;Sector Rotation Dashboard&#8221; gi\u00fap theo d\u00f5i d\u00f2ng ti\u1ec1n v\u00e0o\/ra kh\u1ecfi c\u1ed5 phi\u1ebfu th\u00e9p theo th\u1eddi gian th\u1ef1c. C\u00f4ng c\u1ee5 &#8220;Steel Momentum Scanner&#8221; x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c th\u1eddi \u0111i\u1ec3m mua d\u1ef1a tr\u00ean 12 ch\u1ec9 b\u00e1o k\u1ef9 thu\u1eadt v\u00e0 8 ch\u1ec9 b\u00e1o c\u01a1 b\u1ea3n. T\u00ednh n\u0103ng &#8220;Auto Position Sizing&#8221; t\u00ednh to\u00e1n kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch t\u1ed1i \u01b0u d\u1ef1a tr\u00ean r\u1ee7i ro cho ph\u00e9p v\u00e0 \u0111\u1ed9 bi\u1ebfn \u0111\u1ed9ng c\u1ee7a t\u1eebng c\u1ed5 phi\u1ebfu th\u00e9p.<\/p>\n<\/div>\n    <div class=\"po-container po-container_width_article\">\n        <a href=\"\/en\/quick-start\/\" class=\"po-line-banner po-article-page__line-banner\">\n            <svg class=\"svg-image po-line-banner__logo\" fill=\"currentColor\" width=\"auto\" height=\"auto\"\n                 aria-hidden=\"true\">\n                <use href=\"#svg-img-logo-white\"><\/use>\n            <\/svg>\n            <span class=\"po-line-banner__btn\"><\/span>\n        <\/a>\n    <\/div>\n    \n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>K\u1ebft lu\u1eadn: 7 \u0111i\u1ec3m ch\u00ednh cho nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p n\u0103m 2025<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>C\u1ed5 phi\u1ebfu th\u00e9p Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n gi\u1eefa c\u1ee7a chu k\u1ef3 ph\u1ee5c h\u1ed3i, v\u1edbi ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng 23-35% trong 12-18 th\u00e1ng t\u1edbi. D\u1ef1a tr\u00ean ph\u00e2n t\u00edch to\u00e0n di\u1ec7n, 7 \u0111i\u1ec3m ch\u00ednh sau \u0111\u00e2y s\u1ebd gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 t\u1ed1i \u0111a h\u00f3a l\u1ee3i nhu\u1eadn v\u00e0 gi\u1ea3m thi\u1ec3u r\u1ee7i ro khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'><\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>V\u1edbi c\u00e1c c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch chuy\u00ean s\u00e2u v\u00e0 t\u00ednh n\u0103ng giao d\u1ecbch linh ho\u1ea1t t\u1eeb Pocket Option, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 x\u00e2y d\u1ef1ng v\u00e0 th\u1ef1c hi\u1ec7n c\u00e1c chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p ph\u00f9 h\u1ee3p v\u1edbi m\u1ee5c ti\u00eau t\u00e0i ch\u00ednh c\u1ee5 th\u1ec3 c\u1ee7a m\u00ecnh. N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p b\u1ed9 c\u00f4ng c\u1ee5 \u0111\u1ed9c quy\u1ec1n &#8220;Steel Stock Navigator&#8221; bao g\u1ed3m 15 b\u1ea3ng ph\u00e2n t\u00edch chuy\u00ean s\u00e2u, 8 m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o chu k\u1ef3 ng\u00e0nh, v\u00e0 h\u1ec7 th\u1ed1ng c\u1ea3nh b\u00e1o th\u00f4ng minh cho 12 s\u1ef1 ki\u1ec7n \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu th\u00e9p, gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111i tr\u01b0\u1edbc m\u1ed9t b\u01b0\u1edbc so v\u1edbi th\u1ecb tr\u01b0\u1eddng.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>H\u00e3y nh\u1edb r\u1eb1ng th\u00e0nh c\u00f4ng khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p kh\u00f4ng ch\u1ec9 l\u00e0 ki\u1ebfn th\u1ee9c s\u00e2u r\u1ed9ng v\u1ec1 ng\u00e0nh v\u00e0 kh\u1ea3 n\u0103ng ph\u00e2n t\u00edch k\u1ef9 thu\u1eadt, m\u00e0 c\u00f2n l\u00e0 th\u1ef1c hi\u1ec7n chi\u1ebfn l\u01b0\u1ee3c k\u1ef7 lu\u1eadt v\u00e0 qu\u1ea3n l\u00fd c\u1ea3m x\u00fac trong nh\u1eefng giai \u0111o\u1ea1n bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh c\u1ee7a th\u1ecb tr\u01b0\u1eddng. V\u1edbi c\u00e1ch ti\u1ebfp c\u1eadn c\u00f3 h\u1ec7 th\u1ed1ng v\u00e0 c\u00e1c c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch ti\u00ean ti\u1ebfn t\u1eeb Pocket Option, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 t\u1ef1 tin n\u1eafm b\u1eaft c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p trong chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng 2025-2026.<\/p>\n<\/div>\n"},"faq":[{"question":"C\u1ed5 phi\u1ebfu th\u00e9p n\u00e0o c\u00f3 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng t\u1ed1t nh\u1ea5t trong giai \u0111o\u1ea1n 2025-2026?","answer":"HPG (H\u00f2a Ph\u00e1t) hi\u1ec7n l\u00e0 c\u1ed5 phi\u1ebfu th\u00e9p c\u00f3 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng m\u1ea1nh nh\u1ea5t cho giai \u0111o\u1ea1n 2025-2026, v\u1edbi d\u1ef1 b\u00e1o gi\u00e1 t\u0103ng 24,8% trong 12 th\u00e1ng t\u1edbi. Ba y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 ch\u00ednh: 1) D\u1ef1 \u00e1n Dung Qu\u1ea5t 2 \u0111\u00e3 ho\u00e0n th\u00e0nh 78% v\u00e0 s\u1ebd b\u1eaft \u0111\u1ea7u v\u1eadn h\u00e0nh th\u1eed nghi\u1ec7m v\u00e0o Q4\/2025, t\u0103ng c\u00f4ng su\u1ea5t th\u00e9p th\u00f4 th\u00eam 5 tri\u1ec7u t\u1ea5n\/n\u0103m; 2) Bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p \u0111\u1ea1t 18,5%, cao nh\u1ea5t trong ng\u00e0nh nh\u1edd m\u00f4 h\u00ecnh s\u1ea3n xu\u1ea5t kh\u00e9p k\u00edn; 3) Chi\u1ebfn l\u01b0\u1ee3c \u0111a d\u1ea1ng h\u00f3a v\u00e0o HRC cao c\u1ea5p v\u00e0 th\u00e9p \u0111\u1eb7c bi\u1ec7t cho ng\u00e0nh c\u00f4ng nghi\u1ec7p \u00f4 t\u00f4 v\u00e0 \u0111\u00f3ng t\u00e0u v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n 7-12% so v\u1edbi th\u00e9p x\u00e2y d\u1ef1ng th\u00f4ng th\u01b0\u1eddng."},{"question":"L\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c th\u1eddi \u0111i\u1ec3m mua c\u1ed5 phi\u1ebfu th\u00e9p?","answer":"\u0110\u1ec3 x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c th\u1eddi \u0111i\u1ec3m mua c\u1ed5 phi\u1ebfu th\u00e9p, k\u1ebft h\u1ee3p 3 nh\u00f3m ch\u1ec9 b\u00e1o: 1) Ch\u1ec9 b\u00e1o chu k\u1ef3 ng\u00e0nh: theo d\u00f5i bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p trung b\u00ecnh c\u1ee7a ng\u00e0nh (>12% l\u00e0 t\u00edn hi\u1ec7u mua), t\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng c\u00f4ng su\u1ea5t (>80%), v\u00e0 xu h\u01b0\u1edbng gi\u00e1 th\u00e9p (t\u0103ng li\u00ean t\u1ee5c trong 2-3 th\u00e1ng); 2) Ch\u1ec9 b\u00e1o k\u1ef9 thu\u1eadt: mua khi gi\u00e1 v\u01b0\u1ee3t l\u00ean tr\u00ean MA50 v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng t\u0103ng >50%, MACD c\u1eaft l\u00ean tr\u00ean \u0111\u01b0\u1eddng t\u00edn hi\u1ec7u, v\u00e0 RSI tho\u00e1t kh\u1ecfi v\u00f9ng qu\u00e1 b\u00e1n (>40); 3) D\u00f2ng ti\u1ec1n th\u00f4ng minh: s\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 \"Smart Money Flow\" c\u1ee7a Pocket Option \u0111\u1ec3 x\u00e1c \u0111\u1ecbnh khi d\u00f2ng v\u1ed1n l\u1edbn b\u1eaft \u0111\u1ea7u ch\u1ea3y v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p (d\u00f2ng ti\u1ec1n d\u01b0\u01a1ng trong \u22653 tu\u1ea7n li\u00ean ti\u1ebfp l\u00e0 t\u00edn hi\u1ec7u m\u1ea1nh)."},{"question":"R\u1ee7i ro l\u1edbn nh\u1ea5t \u0111\u1ed1i v\u1edbi ng\u00e0nh c\u00f4ng nghi\u1ec7p th\u00e9p c\u1ee7a Vi\u1ec7t Nam trong giai \u0111o\u1ea1n 2025-2026 l\u00e0 g\u00ec v\u00e0 l\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 gi\u1ea3m thi\u1ec3u n\u00f3?","answer":"R\u1ee7i ro l\u1edbn nh\u1ea5t \u0111\u1ed1i v\u1edbi ng\u00e0nh th\u00e9p Vi\u1ec7t Nam trong giai \u0111o\u1ea1n 2025-2026 l\u00e0 s\u1ef1 c\u1ea1nh tranh kh\u1ed1c li\u1ec7t t\u1eeb th\u00e9p Trung Qu\u1ed1c, v\u1edbi x\u00e1c su\u1ea5t x\u1ea3y ra l\u00e0 65%. Trung Qu\u1ed1c \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi nhu c\u1ea7u n\u1ed9i \u0111\u1ecba gi\u1ea3m v\u00e0 c\u00f4ng su\u1ea5t d\u01b0 th\u1eeba 25%, d\u1eabn \u0111\u1ebfn xu\u1ea5t kh\u1ea9u m\u1ea1nh m\u1ebd v\u1edbi gi\u00e1 c\u1ea1nh tranh. C\u00e1c chi\u1ebfn l\u01b0\u1ee3c gi\u1ea3m thi\u1ec3u hi\u1ec7u qu\u1ea3: 1) Ph\u00e2n b\u1ed5 v\u1ed1n cho c\u00e1c doanh nghi\u1ec7p c\u00f3 s\u1ea3n ph\u1ea9m kh\u00e1c bi\u1ec7t nh\u01b0 HPG v\u1edbi th\u00e9p c\u00e1n n\u00f3ng cao c\u1ea5p; 2) Thi\u1ebft l\u1eadp c\u1ea3nh b\u00e1o t\u1ef1 \u0111\u1ed9ng khi ch\u00eanh l\u1ec7ch gi\u00e1 gi\u1eefa th\u00e9p Trung Qu\u1ed1c v\u00e0 Vi\u1ec7t Nam v\u01b0\u1ee3t qu\u00e1 10%; 3) S\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 \"Global Steel Price Tracker\" c\u1ee7a Pocket Option \u0111\u1ec3 theo d\u00f5i xu h\u01b0\u1edbng gi\u00e1 th\u00e9p theo th\u1eddi gian th\u1ef1c; 4) \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba r\u1ee7i ro v\u1edbi quy\u1ec1n ch\u1ecdn b\u00e1n khi ph\u00e1t hi\u1ec7n d\u1ea5u hi\u1ec7u xu\u1ea5t kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c t\u0103ng >20% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc."},{"question":"C\u00f3 n\u00ean \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u00f4ng ty th\u00e9p nh\u1ecf v\u1edbi t\u1ef7 l\u1ec7 P\/E th\u1ea5p nh\u01b0 POM kh\u00f4ng?","answer":"\u0110\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u00f4ng ty th\u00e9p nh\u1ecf nh\u01b0 POM (P\/E \u00e2m) ch\u1ec9 n\u00ean chi\u1ebfm m\u1ed9t t\u1ef7 l\u1ec7 nh\u1ecf (5% danh m\u1ee5c \u0111\u1ea7u t\u01b0) v\u00e0 \u0111\u01b0\u1ee3c coi l\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u1ea7u c\u01a1 c\u00f3 ki\u1ec3m so\u00e1t. C\u00e1c quy t\u1eafc quan tr\u1ecdng: ch\u1ec9 mua sau khi c\u00f4ng ty b\u00e1o c\u00e1o 2 qu\u00fd li\u00ean ti\u1ebfp c\u00f3 l\u1ee3i nhu\u1eadn d\u01b0\u01a1ng, \u0111\u1eb7t m\u1ee9c c\u1eaft l\u1ed7 c\u1ee9ng \u1edf -20%, v\u00e0 ch\u1ed1t l\u1eddi ho\u00e0n to\u00e0n khi t\u0103ng >50% ho\u1eb7c sau 9 th\u00e1ng n\u1eafm gi\u1eef. \u0110\u00e1nh gi\u00e1 POM d\u1ef1a tr\u00ean 3 ti\u00eau ch\u00ed: 1) Ti\u1ec1m n\u0103ng ph\u1ee5c h\u1ed3i: c\u00f4ng ty \u0111\u00e3 c\u1eaft gi\u1ea3m 15% chi ph\u00ed ho\u1ea1t \u0111\u1ed9ng v\u00e0 t\u00e1i c\u1ea5u tr\u00fac n\u1ee3; 2) T\u00e0i s\u1ea3n: POM s\u1edf h\u1eefu m\u1ed9t nh\u00e0 m\u00e1y 1 tri\u1ec7u t\u1ea5n\/n\u0103m v\u1edbi gi\u00e1 tr\u1ecb thay th\u1ebf cao h\u01a1n 35% so v\u1edbi v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng hi\u1ec7n t\u1ea1i; 3) Ch\u1ea5t x\u00fac t\u00e1c: li\u00ean doanh ti\u1ec1m n\u0103ng v\u1edbi Posco v\u00e0 d\u1ef1 \u00e1n Formosa 3 c\u00f3 th\u1ec3 t\u1ea1o ra \u0111\u1ed9t ph\u00e1. Tuy nhi\u00ean, l\u01b0u \u00fd r\u1eb1ng POM c\u00f3 t\u1ef7 l\u1ec7 n\u1ee3 tr\u00ean v\u1ed1n ch\u1ee7 s\u1edf h\u1eefu cao (2.3x) v\u00e0 ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o l\u00e3i su\u1ea5t."},{"question":"Nh\u1eefng c\u00f4ng c\u1ee5 Pocket Option n\u00e0o h\u1eefu \u00edch nh\u1ea5t khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p?","answer":"Pocket Option cung c\u1ea5p 5 c\u00f4ng c\u1ee5 chuy\u00ean bi\u1ec7t hi\u1ec7u qu\u1ea3 nh\u1ea5t cho \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p: 1) \"Steel Valuation Metrics\" - ph\u00e2n t\u00edch 8 ch\u1ec9 s\u1ed1 \u0111\u1ecbnh gi\u00e1 theo th\u1eddi gian th\u1ef1c cho 15 m\u00e3 th\u00e9p Vi\u1ec7t Nam, so s\u00e1nh v\u1edbi 42 c\u00f4ng ty trong khu v\u1ef1c; 2) \"Sector Rotation Dashboard\" - theo d\u00f5i d\u00f2ng v\u1ed1n ra\/v\u00e0o c\u00e1c nh\u00f3m c\u1ed5 phi\u1ebfu th\u00e9p v\u00e0 c\u1ea3nh b\u00e1o khi c\u00f3 s\u1ef1 lu\u00e2n chuy\u1ec3n v\u1ed1n; 3) \"Steel Risk Matrix\" - ph\u00e2n t\u00edch 28 y\u1ebfu t\u1ed1 r\u1ee7i ro v\u00e0 m\u1ee9c \u0111\u1ed9 \u1ea3nh h\u01b0\u1edfng c\u1ee7a ch\u00fang \u0111\u1ebfn t\u1eebng c\u1ed5 phi\u1ebfu; 4) \"Commodity-Equity Correlation\" - \u0111o l\u01b0\u1eddng m\u1ed1i t\u01b0\u01a1ng quan gi\u1eefa gi\u00e1 nguy\u00ean li\u1ec7u th\u00f4 (qu\u1eb7ng s\u1eaft, than c\u1ed1c) v\u00e0 gi\u00e1 c\u1ed5 phi\u1ebfu th\u00e9p, gi\u00fap d\u1ef1 \u0111o\u00e1n bi\u1ebfn \u0111\u1ed9ng; 5) \"Steel Momentum Scanner\" - x\u00e1c \u0111\u1ecbnh th\u1eddi \u0111i\u1ec3m mua t\u1ed1i \u01b0u d\u1ef1a tr\u00ean 12 ch\u1ec9 s\u1ed1 k\u1ef9 thu\u1eadt v\u00e0 8 ch\u1ec9 s\u1ed1 c\u01a1 b\u1ea3n. Ngo\u00e0i ra, c\u00f4ng c\u1ee5 \"Auto Position Sizing\" gi\u00fap t\u00ednh to\u00e1n kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch ph\u00f9 h\u1ee3p d\u1ef1a tr\u00ean m\u1ee9c \u0111\u1ed9 r\u1ee7i ro ch\u1ea5p nh\u1eadn \u0111\u01b0\u1ee3c (th\u01b0\u1eddng l\u00e0 2% t\u1ed5ng v\u1ed1n cho m\u1ed7i giao d\u1ecbch)."}],"faq_source":{"label":"FAQ","type":"repeater","formatted_value":[{"question":"C\u1ed5 phi\u1ebfu th\u00e9p n\u00e0o c\u00f3 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng t\u1ed1t nh\u1ea5t trong giai \u0111o\u1ea1n 2025-2026?","answer":"HPG (H\u00f2a Ph\u00e1t) hi\u1ec7n l\u00e0 c\u1ed5 phi\u1ebfu th\u00e9p c\u00f3 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng m\u1ea1nh nh\u1ea5t cho giai \u0111o\u1ea1n 2025-2026, v\u1edbi d\u1ef1 b\u00e1o gi\u00e1 t\u0103ng 24,8% trong 12 th\u00e1ng t\u1edbi. Ba y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 ch\u00ednh: 1) D\u1ef1 \u00e1n Dung Qu\u1ea5t 2 \u0111\u00e3 ho\u00e0n th\u00e0nh 78% v\u00e0 s\u1ebd b\u1eaft \u0111\u1ea7u v\u1eadn h\u00e0nh th\u1eed nghi\u1ec7m v\u00e0o Q4\/2025, t\u0103ng c\u00f4ng su\u1ea5t th\u00e9p th\u00f4 th\u00eam 5 tri\u1ec7u t\u1ea5n\/n\u0103m; 2) Bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p \u0111\u1ea1t 18,5%, cao nh\u1ea5t trong ng\u00e0nh nh\u1edd m\u00f4 h\u00ecnh s\u1ea3n xu\u1ea5t kh\u00e9p k\u00edn; 3) Chi\u1ebfn l\u01b0\u1ee3c \u0111a d\u1ea1ng h\u00f3a v\u00e0o HRC cao c\u1ea5p v\u00e0 th\u00e9p \u0111\u1eb7c bi\u1ec7t cho ng\u00e0nh c\u00f4ng nghi\u1ec7p \u00f4 t\u00f4 v\u00e0 \u0111\u00f3ng t\u00e0u v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n 7-12% so v\u1edbi th\u00e9p x\u00e2y d\u1ef1ng th\u00f4ng th\u01b0\u1eddng."},{"question":"L\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c th\u1eddi \u0111i\u1ec3m mua c\u1ed5 phi\u1ebfu th\u00e9p?","answer":"\u0110\u1ec3 x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c th\u1eddi \u0111i\u1ec3m mua c\u1ed5 phi\u1ebfu th\u00e9p, k\u1ebft h\u1ee3p 3 nh\u00f3m ch\u1ec9 b\u00e1o: 1) Ch\u1ec9 b\u00e1o chu k\u1ef3 ng\u00e0nh: theo d\u00f5i bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p trung b\u00ecnh c\u1ee7a ng\u00e0nh (>12% l\u00e0 t\u00edn hi\u1ec7u mua), t\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng c\u00f4ng su\u1ea5t (>80%), v\u00e0 xu h\u01b0\u1edbng gi\u00e1 th\u00e9p (t\u0103ng li\u00ean t\u1ee5c trong 2-3 th\u00e1ng); 2) Ch\u1ec9 b\u00e1o k\u1ef9 thu\u1eadt: mua khi gi\u00e1 v\u01b0\u1ee3t l\u00ean tr\u00ean MA50 v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng t\u0103ng >50%, MACD c\u1eaft l\u00ean tr\u00ean \u0111\u01b0\u1eddng t\u00edn hi\u1ec7u, v\u00e0 RSI tho\u00e1t kh\u1ecfi v\u00f9ng qu\u00e1 b\u00e1n (>40); 3) D\u00f2ng ti\u1ec1n th\u00f4ng minh: s\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 \"Smart Money Flow\" c\u1ee7a Pocket Option \u0111\u1ec3 x\u00e1c \u0111\u1ecbnh khi d\u00f2ng v\u1ed1n l\u1edbn b\u1eaft \u0111\u1ea7u ch\u1ea3y v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p (d\u00f2ng ti\u1ec1n d\u01b0\u01a1ng trong \u22653 tu\u1ea7n li\u00ean ti\u1ebfp l\u00e0 t\u00edn hi\u1ec7u m\u1ea1nh)."},{"question":"R\u1ee7i ro l\u1edbn nh\u1ea5t \u0111\u1ed1i v\u1edbi ng\u00e0nh c\u00f4ng nghi\u1ec7p th\u00e9p c\u1ee7a Vi\u1ec7t Nam trong giai \u0111o\u1ea1n 2025-2026 l\u00e0 g\u00ec v\u00e0 l\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 gi\u1ea3m thi\u1ec3u n\u00f3?","answer":"R\u1ee7i ro l\u1edbn nh\u1ea5t \u0111\u1ed1i v\u1edbi ng\u00e0nh th\u00e9p Vi\u1ec7t Nam trong giai \u0111o\u1ea1n 2025-2026 l\u00e0 s\u1ef1 c\u1ea1nh tranh kh\u1ed1c li\u1ec7t t\u1eeb th\u00e9p Trung Qu\u1ed1c, v\u1edbi x\u00e1c su\u1ea5t x\u1ea3y ra l\u00e0 65%. Trung Qu\u1ed1c \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi nhu c\u1ea7u n\u1ed9i \u0111\u1ecba gi\u1ea3m v\u00e0 c\u00f4ng su\u1ea5t d\u01b0 th\u1eeba 25%, d\u1eabn \u0111\u1ebfn xu\u1ea5t kh\u1ea9u m\u1ea1nh m\u1ebd v\u1edbi gi\u00e1 c\u1ea1nh tranh. C\u00e1c chi\u1ebfn l\u01b0\u1ee3c gi\u1ea3m thi\u1ec3u hi\u1ec7u qu\u1ea3: 1) Ph\u00e2n b\u1ed5 v\u1ed1n cho c\u00e1c doanh nghi\u1ec7p c\u00f3 s\u1ea3n ph\u1ea9m kh\u00e1c bi\u1ec7t nh\u01b0 HPG v\u1edbi th\u00e9p c\u00e1n n\u00f3ng cao c\u1ea5p; 2) Thi\u1ebft l\u1eadp c\u1ea3nh b\u00e1o t\u1ef1 \u0111\u1ed9ng khi ch\u00eanh l\u1ec7ch gi\u00e1 gi\u1eefa th\u00e9p Trung Qu\u1ed1c v\u00e0 Vi\u1ec7t Nam v\u01b0\u1ee3t qu\u00e1 10%; 3) S\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 \"Global Steel Price Tracker\" c\u1ee7a Pocket Option \u0111\u1ec3 theo d\u00f5i xu h\u01b0\u1edbng gi\u00e1 th\u00e9p theo th\u1eddi gian th\u1ef1c; 4) \u00c1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba r\u1ee7i ro v\u1edbi quy\u1ec1n ch\u1ecdn b\u00e1n khi ph\u00e1t hi\u1ec7n d\u1ea5u hi\u1ec7u xu\u1ea5t kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c t\u0103ng >20% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc."},{"question":"C\u00f3 n\u00ean \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u00f4ng ty th\u00e9p nh\u1ecf v\u1edbi t\u1ef7 l\u1ec7 P\/E th\u1ea5p nh\u01b0 POM kh\u00f4ng?","answer":"\u0110\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u00f4ng ty th\u00e9p nh\u1ecf nh\u01b0 POM (P\/E \u00e2m) ch\u1ec9 n\u00ean chi\u1ebfm m\u1ed9t t\u1ef7 l\u1ec7 nh\u1ecf (5% danh m\u1ee5c \u0111\u1ea7u t\u01b0) v\u00e0 \u0111\u01b0\u1ee3c coi l\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u1ea7u c\u01a1 c\u00f3 ki\u1ec3m so\u00e1t. C\u00e1c quy t\u1eafc quan tr\u1ecdng: ch\u1ec9 mua sau khi c\u00f4ng ty b\u00e1o c\u00e1o 2 qu\u00fd li\u00ean ti\u1ebfp c\u00f3 l\u1ee3i nhu\u1eadn d\u01b0\u01a1ng, \u0111\u1eb7t m\u1ee9c c\u1eaft l\u1ed7 c\u1ee9ng \u1edf -20%, v\u00e0 ch\u1ed1t l\u1eddi ho\u00e0n to\u00e0n khi t\u0103ng >50% ho\u1eb7c sau 9 th\u00e1ng n\u1eafm gi\u1eef. \u0110\u00e1nh gi\u00e1 POM d\u1ef1a tr\u00ean 3 ti\u00eau ch\u00ed: 1) Ti\u1ec1m n\u0103ng ph\u1ee5c h\u1ed3i: c\u00f4ng ty \u0111\u00e3 c\u1eaft gi\u1ea3m 15% chi ph\u00ed ho\u1ea1t \u0111\u1ed9ng v\u00e0 t\u00e1i c\u1ea5u tr\u00fac n\u1ee3; 2) T\u00e0i s\u1ea3n: POM s\u1edf h\u1eefu m\u1ed9t nh\u00e0 m\u00e1y 1 tri\u1ec7u t\u1ea5n\/n\u0103m v\u1edbi gi\u00e1 tr\u1ecb thay th\u1ebf cao h\u01a1n 35% so v\u1edbi v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng hi\u1ec7n t\u1ea1i; 3) Ch\u1ea5t x\u00fac t\u00e1c: li\u00ean doanh ti\u1ec1m n\u0103ng v\u1edbi Posco v\u00e0 d\u1ef1 \u00e1n Formosa 3 c\u00f3 th\u1ec3 t\u1ea1o ra \u0111\u1ed9t ph\u00e1. Tuy nhi\u00ean, l\u01b0u \u00fd r\u1eb1ng POM c\u00f3 t\u1ef7 l\u1ec7 n\u1ee3 tr\u00ean v\u1ed1n ch\u1ee7 s\u1edf h\u1eefu cao (2.3x) v\u00e0 ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o l\u00e3i su\u1ea5t."},{"question":"Nh\u1eefng c\u00f4ng c\u1ee5 Pocket Option n\u00e0o h\u1eefu \u00edch nh\u1ea5t khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu th\u00e9p?","answer":"Pocket Option cung c\u1ea5p 5 c\u00f4ng c\u1ee5 chuy\u00ean bi\u1ec7t hi\u1ec7u qu\u1ea3 nh\u1ea5t cho \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu th\u00e9p: 1) \"Steel Valuation Metrics\" - ph\u00e2n t\u00edch 8 ch\u1ec9 s\u1ed1 \u0111\u1ecbnh gi\u00e1 theo th\u1eddi gian th\u1ef1c cho 15 m\u00e3 th\u00e9p Vi\u1ec7t Nam, so s\u00e1nh v\u1edbi 42 c\u00f4ng ty trong khu v\u1ef1c; 2) \"Sector Rotation Dashboard\" - theo d\u00f5i d\u00f2ng v\u1ed1n ra\/v\u00e0o c\u00e1c nh\u00f3m c\u1ed5 phi\u1ebfu th\u00e9p v\u00e0 c\u1ea3nh b\u00e1o khi c\u00f3 s\u1ef1 lu\u00e2n chuy\u1ec3n v\u1ed1n; 3) \"Steel Risk Matrix\" - ph\u00e2n t\u00edch 28 y\u1ebfu t\u1ed1 r\u1ee7i ro v\u00e0 m\u1ee9c \u0111\u1ed9 \u1ea3nh h\u01b0\u1edfng c\u1ee7a ch\u00fang \u0111\u1ebfn t\u1eebng c\u1ed5 phi\u1ebfu; 4) \"Commodity-Equity Correlation\" - \u0111o l\u01b0\u1eddng m\u1ed1i t\u01b0\u01a1ng quan gi\u1eefa gi\u00e1 nguy\u00ean li\u1ec7u th\u00f4 (qu\u1eb7ng s\u1eaft, than c\u1ed1c) v\u00e0 gi\u00e1 c\u1ed5 phi\u1ebfu th\u00e9p, gi\u00fap d\u1ef1 \u0111o\u00e1n bi\u1ebfn \u0111\u1ed9ng; 5) \"Steel Momentum Scanner\" - x\u00e1c \u0111\u1ecbnh th\u1eddi \u0111i\u1ec3m mua t\u1ed1i \u01b0u d\u1ef1a tr\u00ean 12 ch\u1ec9 s\u1ed1 k\u1ef9 thu\u1eadt v\u00e0 8 ch\u1ec9 s\u1ed1 c\u01a1 b\u1ea3n. Ngo\u00e0i ra, c\u00f4ng c\u1ee5 \"Auto Position Sizing\" gi\u00fap t\u00ednh to\u00e1n kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch ph\u00f9 h\u1ee3p d\u1ef1a tr\u00ean m\u1ee9c \u0111\u1ed9 r\u1ee7i ro ch\u1ea5p nh\u1eadn \u0111\u01b0\u1ee3c (th\u01b0\u1eddng l\u00e0 2% t\u1ed5ng v\u1ed1n cho m\u1ed7i giao d\u1ecbch)."}]}},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>C\u1ed5 phi\u1ebfu th\u00e9p: C\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 ti\u1ec1m n\u0103ng 2025 trong chu k\u1ef3 ph\u1ee5c h\u1ed3i ng\u00e0nh c\u00f4ng nghi\u1ec7p<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/markets\/steel-stock\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" 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