{"id":2464,"date":"2026-04-04T18:50:45","date_gmt":"2026-04-04T18:50:45","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/04\/lenh-cat-margin-quy-ii-2026-68-ma-co-phieu-hose-lot-danh-sach-den\/"},"modified":"2026-04-04T18:50:45","modified_gmt":"2026-04-04T18:50:45","slug":"lenh-cat-margin-quy-ii-2026-68-ma-co-phieu-hose-lot-danh-sach-den","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/04\/lenh-cat-margin-quy-ii-2026-68-ma-co-phieu-hose-lot-danh-sach-den\/","title":{"rendered":"L\u1ec7nh &#8216;C\u1eaft Margin&#8217; Qu\u00fd II\/2026: 68 M\u00e3 C\u1ed5 Phi\u1ebfu HoSE L\u1ecdt &#8216;Danh S\u00e1ch \u0110en&#8217;"},"content":{"rendered":"<div>\n<p>S\u1edf Giao d\u1ecbch Ch\u1ee9ng kho\u00e1n TP.HCM (HoSE) v\u1eeba ch\u00ednh th\u1ee9c c\u00f4ng b\u1ed1 danh s\u00e1ch 68 m\u00e3 c\u1ed5 phi\u1ebfu kh\u00f4ng \u0111\u1ee7 \u0111i\u1ec1u ki\u1ec7n giao d\u1ecbch k\u00fd qu\u1ef9 (margin) trong qu\u00fd II\/2026, m\u1ed9t \u0111\u1ed9ng th\u00e1i \u0111\u1ecbnh k\u1ef3 nh\u1eb1m si\u1ebft ch\u1eb7t k\u1ef7 lu\u1eadt th\u1ecb tr\u01b0\u1eddng v\u00e0 b\u1ea3o v\u1ec7 nh\u00e0 \u0111\u1ea7u t\u01b0. Danh s\u00e1ch n\u00e0y ph\u1ea3n \u00e1nh b\u1ee9c tranh \u0111a chi\u1ec1u v\u1ec1 &#8220;s\u1ee9c kh\u1ecfe&#8221; t\u00e0i ch\u00ednh v\u00e0 m\u1ee9c \u0111\u1ed9 tu\u00e2n th\u1ee7 quy \u0111\u1ecbnh c\u1ee7a nhi\u1ec1u doanh nghi\u1ec7p ni\u00eam y\u1ebft.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/taichinhphowall.com\/wp-content\/uploads\/2026\/04\/image-TeG7m2kgxJHDonksIFPhu58gR2lhbyBk.jpg\" alt=\"tin t\u1ee9c t\u00e0i ch\u00ednh\" style=\"width:100%; border-radius:8px;\" \/><\/p>\n<p>T\u00e2m \u0111i\u1ec3m ch\u00fa \u00fd \u0111\u1ed5 d\u1ed3n v\u00e0o nh\u00f3m c\u1ed5 phi\u1ebfu \u0111ang trong <strong>di\u1ec7n c\u1ea3nh b\u00e1o<\/strong> v\u00e0 <strong>di\u1ec7n ki\u1ec3m so\u00e1t<\/strong>, chi\u1ebfm s\u1ed1 l\u01b0\u1ee3ng \u00e1p \u0111\u1ea3o trong danh s\u00e1ch. C\u00e1c t\u00ean tu\u1ed5i quen thu\u1ed9c nh\u01b0 APH (An Ph\u00e1t Holdings), DLG (\u0110\u1ee9c Long Gia Lai), SMC (\u0110\u1ea7u t\u01b0 Th\u01b0\u01a1ng m\u1ea1i SMC), CMX (Camimex Group) b\u1ecb h\u1ea1n ch\u1ebf cho vay margin do n\u1eb1m trong di\u1ec7n c\u1ea3nh b\u00e1o. T\u01b0\u01a1ng t\u1ef1, c\u00e1c m\u00e3 thu\u1ed9c di\u1ec7n ki\u1ec3m so\u00e1t c\u0169ng b\u1ecb g\u1ecdi t\u00ean, bao g\u1ed3m AAT (Ti\u00ean S\u01a1n Thanh H\u00f3a), DQC (\u0110i\u1ec7n Quang), DRH (DRH Holdings), LDG (\u0110\u1ea7u t\u01b0 LDG) v\u00e0 SRF (Searefico).<\/p>\n<p>B\u00e1o c\u00e1o t\u00e0i ch\u00ednh &#8220;c\u00f3 v\u1ea5n \u0111\u1ec1&#8221; l\u00e0 m\u1ed9t nguy\u00ean nh\u00e2n quan tr\u1ecdng kh\u00e1c d\u1eabn \u0111\u1ebfn vi\u1ec7c si\u1ebft margin. B\u1ed1n doanh nghi\u1ec7p \u0111\u00e3 nh\u1eadn \u00fd ki\u1ebfn ki\u1ec3m to\u00e1n kh\u00f4ng ph\u1ea3i l\u00e0 ch\u1ea5p nh\u1eadn to\u00e0n ph\u1ea7n cho b\u00e1o c\u00e1o t\u00e0i ch\u00ednh n\u0103m 2025, m\u1ed9t d\u1ea5u hi\u1ec7u cho th\u1ea5y nh\u1eefng lo ng\u1ea1i c\u1ee7a ki\u1ec3m to\u00e1n vi\u00ean v\u1ec1 t\u00ednh minh b\u1ea1ch v\u00e0 ch\u00ednh x\u00e1c. C\u00e1c m\u00e3 n\u00e0y bao g\u1ed3m APG (Ch\u1ee9ng kho\u00e1n APG), BMI (B\u1ea3o Minh), VPG (Vi\u1ec7t Ph\u00e1t) v\u00e0 YBM (Kho\u00e1ng s\u1ea3n C\u00f4ng nghi\u1ec7p Y\u00ean B\u00e1i).<\/p>\n<p>Ngo\u00e0i ra, danh s\u00e1ch c\u00f2n bao g\u1ed3m c\u00e1c tr\u01b0\u1eddng h\u1ee3p vi ph\u1ea1m quy \u0111\u1ecbnh kh\u00e1c. VAF (Ph\u00e2n l\u00e2n Nung ch\u1ea3y V\u0103n \u0110i\u1ec3n) b\u1ecb c\u1eaft margin do nguy c\u01a1 h\u1ee7y ni\u00eam y\u1ebft, trong khi VMD (Y D\u01b0\u1ee3c ph\u1ea9m Vimedimex) b\u1ecb x\u1eed l\u00fd v\u00ec ch\u1eadm tr\u1ec5 trong vi\u1ec7c c\u00f4ng b\u1ed1 b\u00e1o c\u00e1o t\u00e0i ch\u00ednh so\u00e1t x\u00e9t b\u00e1n ni\u00ean 2025 qu\u00e1 5 ng\u00e0y l\u00e0m vi\u1ec7c.<\/p>\n<p>R\u1ee7i ro t\u1eeb c\u00e1c &#8220;t\u00e2n binh&#8221; c\u0169ng \u0111\u01b0\u1ee3c HoSE l\u01b0u t\u00e2m, v\u1edbi 15 m\u00e3 c\u1ed5 phi\u1ebfu c\u00f3 th\u1eddi gian ni\u00eam y\u1ebft d\u01b0\u1edbi 6 th\u00e1ng b\u1ecb lo\u1ea1i kh\u1ecfi danh s\u00e1ch cho vay k\u00fd qu\u1ef9, bao g\u1ed3m GHC (Th\u1ee7y \u0111i\u1ec7n Gia Lai), HPA (N\u00f4ng nghi\u1ec7p H\u00f2a Ph\u00e1t) v\u00e0 PDV (V\u1eadn t\u1ea3i v\u00e0 Ti\u1ebfp v\u1eadn Ph\u01b0\u01a1ng \u0110\u00f4ng Vi\u1ec7t).<\/p>\n<p>Cu\u1ed1i c\u00f9ng, k\u1ebft qu\u1ea3 kinh doanh thua l\u1ed7 ti\u1ebfp t\u1ee5c l\u00e0 &#8220;l\u01b0\u1ee1i h\u00e1i&#8221; \u0111\u1ed1i v\u1edbi nhi\u1ec1u doanh nghi\u1ec7p. C\u00e1c m\u00e3 nh\u01b0 HAP (T\u1eadp \u0111o\u00e0n Hapaco), ST8 (T\u1eadp \u0111o\u00e0n ST8) v\u00e0 TNH (B\u1ec7nh vi\u1ec7n TNH) b\u1ecb c\u1eaft margin do l\u1ee3i nhu\u1eadn sau thu\u1ebf c\u1ee7a c\u1ed5 \u0111\u00f4ng c\u00f4ng ty m\u1eb9 tr\u00ean b\u00e1o c\u00e1o t\u00e0i ch\u00ednh h\u1ee3p nh\u1ea5t ki\u1ec3m to\u00e1n n\u0103m 2025 l\u00e0 s\u1ed1 \u00e2m, ph\u1ea3n \u00e1nh nh\u1eefng th\u00e1ch th\u1ee9c trong ho\u1ea1t \u0111\u1ed9ng c\u1ed1t l\u00f5i.<\/p>\n<p style=\"text-align:right; font-style:italic;\">Bi\u00ean t\u1eadp: Ph\u1ed1 Wall (Theo cafef.vn)<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>S\u1edf Giao d\u1ecbch Ch\u1ee9ng kho\u00e1n TP.HCM (HoSE) v\u1eeba ch\u00ednh th\u1ee9c c\u00f4ng b\u1ed1 danh s\u00e1ch 68 m\u00e3 c\u1ed5 phi\u1ebfu kh\u00f4ng \u0111\u1ee7 \u0111i\u1ec1u ki\u1ec7n giao d\u1ecbch k\u00fd qu\u1ef9 (margin) trong qu\u00fd II\/2026, m\u1ed9t \u0111\u1ed9ng th\u00e1i \u0111\u1ecbnh k\u1ef3 nh\u1eb1m si\u1ebft ch\u1eb7t k\u1ef7 lu\u1eadt th\u1ecb tr\u01b0\u1eddng v\u00e0 b\u1ea3o v\u1ec7 nh\u00e0 \u0111\u1ea7u t\u01b0. Danh s\u00e1ch n\u00e0y ph\u1ea3n \u00e1nh b\u1ee9c tranh [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2412,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[44],"tags":[],"class_list":["post-2464","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoan-viet-nam"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2464","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/comments?post=2464"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2464\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/2412"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=2464"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=2464"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=2464"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}