{"id":1794,"date":"2019-05-21T15:29:53","date_gmt":"2019-05-21T12:29:53","guid":{"rendered":"https:\/\/super-news.info\/vi\/dong-luc-nao-giup-co-phieu-nganh-xay-dung-tang-truong-trong-nam-2019\/"},"modified":"2019-05-21T15:29:54","modified_gmt":"2019-05-21T12:29:54","slug":"dong-luc-nao-giup-co-phieu-nganh-xay-dung-tang-truong-trong-nam-2019","status":"publish","type":"post","link":"https:\/\/super-news.info\/vi\/dong-luc-nao-giup-co-phieu-nganh-xay-dung-tang-truong-trong-nam-2019\/","title":{"rendered":"\u0110\u1ed9ng l\u1ef1c n\u00e0o gi\u00fap c\u1ed5 phi\u1ebfu ng\u00e0nh x\u00e2y d\u1ef1ng t\u0103ng tr\u01b0\u1edfng trong n\u0103m 2019?"},"content":{"rendered":"

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CTCK R\u1ed3ng Vi\u1ec7t (VDSC) v\u1eeba c\u00f3 b\u00e1o c\u00e1o \u0111\u00e1nh gi\u00e1 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng n\u0103m 2019 c\u1ee7a c\u00e1c doanh nghi\u1ec7p ng\u00e0nh x\u00e2y d\u1ef1ng.<\/p>\n

Theo VDSC, trong khi nhu c\u1ea7u x\u00e2y d\u1ef1ng d\u00e2n d\u1ee5ng kh\u00f4ng c\u00f2n t\u0103ng tr\u01b0\u1edfng n\u00f3ng, c\u00e1c t\u1ed5ng th\u1ea7u l\u1edbn \u0111ang \u0111\u1ee9ng tr\u01b0\u1edbc b\u00e0i to\u00e1n duy tr\u00ec doanh thu v\u00e0 l\u1ee3i nhu\u1eadn. KQKD Q1 \u0111\u00e3 cho th\u1ea5y c\u00e1c doanh nghi\u1ec7p n\u00e0y c\u1ea7n t\u0103ng t\u1ed1c trong c\u00e1c qu\u00fd c\u00f2n l\u1ea1i c\u1ee7a n\u0103m \u0111\u1ec3 ho\u00e0n th\u00e0nh k\u1ebf ho\u1ea1ch k\u1ebf ho\u1ea1ch \u0111\u00e3 \u0111\u01b0a ra t\u1ea1i \u0111\u1ea1i h\u1ed9i c\u1ed5 \u0111\u00f4ng.<\/p>\n

M\u1ed9t s\u1ed1 t\u1ed5ng th\u1ea7u n\u1ed5i b\u1eadt trong ng\u00e0nh nh\u01b0 Coteccons (CTD), Ricons, H\u00f2a B\u00ecnh (HBC) v\u00e0 H\u01b0ng Th\u1ecbnh Incons (HTN) \u0111ang t\u00ecm nh\u1eefng h\u01b0\u1edbng \u0111i kh\u00e1c nhau \u0111\u1ec3 b\u1ed5 sung ngu\u1ed3n c\u00f4ng \u0103n vi\u1ec7c l\u00e0m trong nh\u1eefng n\u0103m t\u1edbi.<\/p>\n

K\u1ebft qu\u1ea3 qu\u00fd 1 k\u00e9m kh\u1ea3 quan c\u1ee7a c\u00e1c doanh nghi\u1ec7p x\u00e2y d\u1ef1ng<\/b><\/p>\n

KQKD Q1\/2019 \u0111\u00e3 ph\u1ea7n n\u00e0o ph\u1ea3n \u00e1nh t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng ch\u1eadm l\u1ea1i c\u1ee7a ho\u1ea1t \u0111\u1ed9ng x\u00e2y l\u1eafp d\u00e2n d\u1ee5ng. Trong b\u1ed1n doanh nghi\u1ec7p k\u1ec3 tr\u00ean, ch\u1ec9 c\u00f3 HBC \u0111\u1ea1t t\u0103ng tr\u01b0\u1edfng doanh thu d\u01b0\u01a1ng, CTD v\u00e0 HTN \u0111\u1ea1t doanh thu t\u01b0\u01a1ng \u0111\u01b0\u01a1ng c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i, trong khi doanh thu c\u1ee7a Ricons trong qu\u00fd v\u1eeba r\u1ed3i gi\u1ea3m 10% so v\u1edbi c\u00f9ng k\u1ef3.<\/p>\n

V\u1ec1 l\u1ee3i nhu\u1eadn, ch\u1ec9 c\u00f3 HTN \u0111\u1ea1t t\u0103ng tr\u01b0\u1edfng d\u01b0\u01a1ng trong khi ba nh\u00e0 th\u1ea7u c\u00f2n l\u1ea1i ghi nh\u1eadn gi\u1ea3m l\u1ee3i nhu\u1eadn \u0111\u00e1ng k\u1ec3.<\/p>\n

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VDSC cho r\u1eb1ng m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn 18% c\u1ee7a HTN \u0111\u1ea1t \u0111\u01b0\u1ee3c nh\u1edd m\u1ed9t lo\u1ea1t d\u1ef1 \u00e1n c\u1ee7a ch\u1ee7 \u0111\u1ea7u t\u01b0 H\u01b0ng Th\u1ecbnh Corporation ho\u00e0n th\u00e0nh trong Q4\/2018 v\u00e0 Q1\/2019 nh\u01b0 SaiGonMia, K\u0110T H\u01b0ng Th\u1ecbnh- Golden Bay, Moonlight Residences. Trong khi \u0111\u00f3, l\u1ee3i nhu\u1eadn c\u1ee7a CTD gi\u1ea3m 35%, VDSC cho r\u1eb1ng ph\u1ea3n \u00e1nh s\u1ef1 ch\u1eadm l\u1ea1i trong ho\u1ea1t \u0111\u1ed9ng c\u1ea5p ph\u00e9p v\u00e0 x\u00e2y d\u1ef1ng ph\u00e2n kh\u00fac cao c\u1ea5p, \u0111\u1eb7c bi\u1ec7t l\u00e0 c\u00e1c d\u1ef1 \u00e1n \u1edf v\u1ecb tr\u00ed \u0111\u1eafc \u0111\u1ecba chi\u1ebfm ph\u1ea7n kh\u00f4ng nh\u1ecf trong backlog c\u1ee7a doanh nghi\u1ec7p.<\/p>\n

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\"\u0110\u1ed9ng<\/div>\n<\/div>\n

M\u1ed9t y\u1ebfu t\u1ed1 \u0111\u00e1ng l\u01b0u \u00fd kh\u00e1c l\u00e0 s\u1ef1 s\u1ee5t gi\u1ea3m nh\u1eb9 v\u1ec1 bi\u00ean l\u1ee3i nhu\u1eadn. Theo \u0111\u00f3, bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p c\u1ee7a CTD v\u00e0 HBC \u0111ang gi\u1ea3m d\u1ea7n do c\u00e1c c\u00f4ng ty cho r\u1eb1ng th\u1ecb tr\u01b0\u1eddng x\u00e2y d\u1ef1ng ng\u00e0y c\u00e0ng c\u1ea1nh tranh. V\u1ec1 bi\u00ean r\u00f2ng, CTD, Ricons v\u00e0 HBC ghi nh\u1eadn m\u1ee9c th\u1ea5p h\u01a1n n\u0103m 2018. CTD ch\u1ecbu m\u1ee9c gi\u1ea3m bi\u00ean r\u00f2ng m\u1ea1nh nh\u1ea5t t\u1eeb 6,7% trong Q1\/2018 xu\u1ed1ng c\u00f2n 4,4% trong Q2\/2019, ti\u1ec7m c\u1eadn m\u1ee9c bi\u00ean r\u00f2ng c\u1ee7a Ricons v\u00e0 HBC (3-4%). Ng\u01b0\u1ee3c l\u1ea1i, HTN c\u1ea3i thi\u1ec7n c\u1ea3 bi\u00ean r\u00f2ng v\u00e0 bi\u00ean g\u1ed9p. Trong khi bi\u00ean g\u1ed9p c\u1ee7a HTN h\u01b0\u1edfng l\u1ee3i t\u1eeb kh\u00e1ch h\u00e0ng l\u1edbn nh\u1ea5t l\u00e0 c\u00f4ng ty m\u1eb9, bi\u00ean r\u00f2ng v\u1eabn \u1edf m\u1eb7t b\u1eb1ng chung v\u1edbi Ricons v\u00e0 HBC.<\/p>\n

\u0110\u1ed9ng l\u1ef1c n\u00e0o th\u00fac \u0111\u1ea9y t\u0103ng tr\u01b0\u1edfng trong n\u0103m 2019?<\/b><\/p>\n

Trong khi nhu c\u1ea7u x\u00e2y d\u1ef1ng kh\u00f4ng mang l\u1ea1i \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng d\u1ed3i d\u00e0o, c\u00e1c doanh nghi\u1ec7p c\u00f3 nhi\u1ec1u c\u00e1ch \u0111\u1ec3 b\u1ed5 sung ngu\u1ed3n c\u00f4ng vi\u1ec7c. HBC v\u00e0 Ricons t\u1ecf ra l\u1ea1c quan v\u1ec1 ho\u1ea1t \u0111\u1ed9ng k\u00fd m\u1edbi, trong khi \u0111\u00f3 backlog c\u1ee7a nh\u00e0 th\u1ea7u h\u00e0ng \u0111\u1ea7u CTD gi\u1ea3m h\u01a1n 20% so v\u1edbi n\u0103m ngo\u00e1i.<\/p>\n

Ricons c\u00f3 th\u1ec3 tham gia v\u00e0o c\u00e1c d\u1ef1 \u00e1n l\u1edbn v\u1edbi t\u01b0 c\u00e1ch \u0111\u1ed3ng ch\u1ee7 th\u1ea7u c\u0169ng nh\u01b0 \u0111\u1ea5u th\u1ea7u c\u00e1c d\u1ef1 \u00e1n c\u00f4ng nghi\u1ec7p v\u00e0 h\u01b0\u1edfng l\u1ee3i t\u1eeb ngu\u1ed3n v\u1ed1n FDI t\u1eeb Trung Qu\u1ed1c v\u00e0o Vi\u1ec7t Nam th\u00f4ng qua l\u0129nh v\u1ef1c s\u1ea3n xu\u1ea5t. HBC ti\u1ebfp t\u1ee5c gi\u00e0nh \u0111\u01b0\u1ee3c c\u00e1c d\u1ef1 \u00e1n d\u00e2n c\u01b0 cao c\u1ea5p l\u1edbn.<\/p>\n

Trong khi \u0111\u00f3, backlog c\u1ee7a CTD ph\u1ea3n \u00e1nh s\u1ef1 th\u1eadn tr\u1ecdng trong l\u1ef1a ch\u1ecdn d\u1ef1 \u00e1n theo quy m\u00f4 v\u00e0 danh ti\u1ebfng c\u1ee7a ch\u1ee7 \u0111\u1ea7u t\u01b0, trong khi s\u1ed1 l\u01b0\u1ee3ng d\u1ef1 \u00e1n \u1edf v\u1ecb tr\u00ed \u0111\u1eafc \u0111\u1ecba ng\u00e0y c\u00e0ng \u00edt.<\/p>\n

M\u1eb7t kh\u00e1c, H\u01b0ng Th\u1ecbnh Corporation v\u1edbi nhi\u1ec1u d\u1ef1 \u00e1n \u0111ang tri\u1ec3n khai s\u1ebd \u0111\u00f3ng g\u00f3p v\u00e0o t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn v\u00e0 doanh thu cho HTN trong n\u0103m 2019. V\u00ec th\u1ecb tr\u01b0\u1eddng b\u1ea5t \u0111\u1ed9ng s\u1ea3n ngo\u1ea1i th\u00e0nh \u0111ang c\u00f3 nhi\u1ec1u d\u01b0 \u0111\u1ecba \u0111\u1ec3 ph\u00e1t tri\u1ec3n, VDSC cho r\u1eb1ng HTN c\u00f3 th\u1ec3 t\u00ecm \u0111\u01b0\u1ee3c \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng t\u1ea1i c\u00e1c d\u1ef1 \u00e1n th\u00e0nh ph\u1ed1 v\u1ec7 tinh.<\/p>\n

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\"\u0110\u1ed9ng<\/div>\n<\/div>\n

V\u1ec1 k\u1ebf ho\u1ea1ch kinh doanh n\u0103m 2019, CTD l\u00e0 t\u1ed5ng th\u1ea7u duy nh\u1ea5t \u0111\u1eb7t k\u1ebf ho\u1ea1ch t\u0103ng tr\u01b0\u1edfng \u00e2m trong khi ba doanh nghi\u1ec7p c\u00f2n l\u1ea1i \u0111\u01b0a ra m\u1ee5c ti\u00eau kh\u00e1 tham v\u1ecdng.<\/p>\n

VDSC cho r\u1eb1ng CTD \u0111ang \u0111\u00e1nh \u0111\u1ed5i t\u0103ng tr\u01b0\u1edfng \u0111\u1ec3 duy tr\u00ec ch\u1ea5t l\u01b0\u1ee3ng d\u00f2ng ti\u1ec1n. B\u1eb1ng vi\u1ec7c ch\u1ec9 tham gia nh\u1eefng d\u1ef1 \u00e1n l\u1edbn c\u1ee7a c\u00e1c ch\u1ee7 \u0111\u1ea7u t\u01b0 c\u00f3 n\u0103ng l\u1ef1c v\u00e0 uy t\u00edn, CTD c\u00f3 th\u1ec3 \u0111ang c\u1ed1 g\u1eafng duy tr\u00ec tr\u1ea1ng th\u00e1i kh\u00f4ng vay n\u1ee3 v\u00e0 hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng v\u1ed1n l\u01b0u \u0111\u1ed9ng cao. Tuy nhi\u00ean, vi\u1ec7c \u0111\u1eb7t k\u1ebf ho\u1ea1ch l\u1ee3i nhu\u1eadn \u00e2m 14% khi\u1ebfn nhi\u1ec1u nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u1eb7t c\u00e2u h\u1ecfi v\u1ec1 n\u0103ng l\u1ef1c qu\u1ea3n tr\u1ecb doanh nghi\u1ec7p t\u1ea1i CTD, \u0111\u1eb7c bi\u1ec7t khi m\u00e0 th\u01b0\u01a1ng v\u1ee5 s\u00e1p nh\u1eadp v\u1edbi Ricons kh\u00f4ng \u0111\u01b0\u1ee3c \u0111\u1ea1i h\u1ed9i c\u1ed5 \u0111\u00f4ng th\u00f4ng qua.<\/p>\n

Ng\u01b0\u1ee3c l\u1ea1i, Ricons t\u1ecf ra l\u1ea1c quan khi \u0111\u1eb7t m\u1ee5c ti\u00eau t\u0103ng tr\u01b0\u1edfng hai con s\u1ed1 cho n\u0103m 2019. VDSC cho r\u1eb1ng Ricons \u0111ang th\u1ec3 hi\u1ec7n s\u1ef1 \u0111\u1ed9c l\u1eadp trong chi\u1ebfn l\u01b0\u1ee3c t\u0103ng tr\u01b0\u1edfng \u0111\u1ed1i v\u1edbi CTD. Ricons c\u0169ng c\u00f3 k\u1ebf ho\u1ea1ch ni\u00eam y\u1ebft tr\u00ean s\u00e0n ch\u1ee9ng kho\u00e1n trong Q4\/2019, \u0111i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 gi\u00e1n ti\u1ebfp \u1ea3nh h\u01b0\u1edfng l\u00ean t\u00e2m l\u00fd nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u1ed1i v\u1edbi c\u1ed5 phi\u1ebfu CTD.<\/p>\n

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\"\u0110\u1ed9ng<\/div>\n<\/div>\n

T\u01b0\u01a1ng t\u1ef1 Ricons, HBC \u0111\u1eb7t m\u1ee5c ti\u00eau t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn 16%, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 720 t\u1ef7 \u0111\u1ed3ng LNST. Nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n l\u01b0u \u00fd con s\u1ed1 n\u00e0y bao g\u1ed3m 100 t\u1ef7 \u0111\u1ed3ng l\u1ee3i nhu\u1eadn b\u1ea5t th\u01b0\u1eddng t\u1eeb chuy\u1ec3n nh\u01b0\u1ee3ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n. Th\u00eam v\u00e0o \u0111\u00f3, VDSC cho r\u1eb1ng HBC s\u1ebd c\u1ea7n t\u1eadp trung c\u1ea3i thi\u1ec7n ch\u1ea5t l\u01b0\u1ee3ng d\u00f2ng ti\u1ec1n trong n\u0103m 2019 \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o ch\u1ea5t l\u01b0\u1ee3ng doanh thu v\u00e0 l\u1ee3i nhu\u1eadn, b\u1edfi vi\u1ec7c ph\u00e1t h\u00e0nh cho c\u1ed5 \u0111\u00f4ng chi\u1ebfn l\u01b0\u1ee3c H\u00e0n Qu\u1ed1c s\u1ebd ch\u1ec9 gi\u1ea3i quy\u1ebft v\u1ea5n \u0111\u1ec1 t\u00e0i ch\u00ednh ng\u1eafn h\u1ea1n c\u1ee7a doanh nghi\u1ec7p.<\/p>\n

Cu\u1ed1i c\u00f9ng, HTN v\u1edbi m\u1ee5c ti\u00eau t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn 19% c\u00f3 th\u1ec3 l\u00e0 m\u1ed9t trong nh\u1eefng c\u1ed5 phi\u1ebfu c\u00f3 m\u1ee9c P\/E forward h\u1ea5p d\u1eabn nh\u1ea5t ng\u00e0nh x\u00e2y d\u1ef1ng.<\/p>\n<\/div>\n

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[ad_1] CTCK R\u1ed3ng Vi\u1ec7t (VDSC) v\u1eeba c\u00f3 b\u00e1o c\u00e1o \u0111\u00e1nh gi\u00e1 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng n\u0103m 2019 c\u1ee7a c\u00e1c doanh nghi\u1ec7p ng\u00e0nh x\u00e2y d\u1ef1ng. Theo VDSC, trong khi nhu c\u1ea7u x\u00e2y d\u1ef1ng d\u00e2n d\u1ee5ng kh\u00f4ng c\u00f2n t\u0103ng tr\u01b0\u1edfng n\u00f3ng, c\u00e1c t\u1ed5ng th\u1ea7u l\u1edbn \u0111ang \u0111\u1ee9ng tr\u01b0\u1edbc b\u00e0i to\u00e1n duy tr\u00ec doanh thu v\u00e0 l\u1ee3i […]<\/p>\n","protected":false},"author":2,"featured_media":1795,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1794","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ban-tin-tai-chinh"],"yoast_head":"\n\u0110\u1ed9ng l\u1ef1c n\u00e0o gi\u00fap c\u1ed5 phi\u1ebfu ng\u00e0nh x\u00e2y d\u1ef1ng t\u0103ng tr\u01b0\u1edfng trong n\u0103m 2019? - Super News<\/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:\/\/super-news.info\/vi\/dong-luc-nao-giup-co-phieu-nganh-xay-dung-tang-truong-trong-nam-2019\/\" \/>\n<meta property=\"og:locale\" content=\"vi_VN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u0110\u1ed9ng l\u1ef1c n\u00e0o gi\u00fap c\u1ed5 phi\u1ebfu ng\u00e0nh x\u00e2y d\u1ef1ng t\u0103ng tr\u01b0\u1edfng trong n\u0103m 2019? - Super News\" \/>\n<meta property=\"og:description\" content=\"[ad_1] CTCK R\u1ed3ng Vi\u1ec7t (VDSC) v\u1eeba c\u00f3 b\u00e1o c\u00e1o \u0111\u00e1nh gi\u00e1 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng n\u0103m 2019 c\u1ee7a c\u00e1c doanh nghi\u1ec7p ng\u00e0nh x\u00e2y d\u1ef1ng. 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