Fialda là Kênh thông tin chuyên sâu về các lĩnh vực kinh tế, tài chính & chứng khoán được cập nhật liên tục, chính xác và đầy đủ nhất Việt Nam áp dụng công nghệ 4.0 AI & Big Data. Tin tức và sự kiện doanh nghiệp được cập nhật liên tục. Thông tin về các giao diện cổ đông nội bộ, nhận định thị trường, phân tích chứng khoán qua lăng kính kỹ thuật, thông tin nhịp đập thị trường được cập nhật đầy đủ, liên tục và chính xác.
Cổ phiếu MWG bất ngờ lao dốc trong phiên 27/7, giảm kịch sàn dù không có thông tin xấu từ doanh nghiệp, kéo vốn hóa xuống dưới 100.000 tỷ đồng.
Các ý chính:
- Cổ phiếu MWG giảm kịch sàn xuống 63.300 đồng, lùi về vùng thấp nhất trong 14 tháng và vốn hóa chỉ còn 93.400 tỷ đồng.
- Công ty vẫn duy trì kết quả kinh doanh khả quan với doanh thu nửa đầu năm tăng 29% so với cùng kỳ và sẽ chốt quyền nhận cổ tức 10% vào ngày 30/7.
- Giới phân tích cho rằng áp lực bán gia tăng do tâm lý thị trường xấu đi và các quỹ đầu tư ưu tiên giảm tỷ trọng ở các cổ phiếu có định giá cao và thanh khoản lớn.
- MBS giữ khuyến nghị tích cực với MWG, đánh giá định giá hiện tại hấp dẫn với PEG dự phóng 2026-2027 khoảng 0,4 lần.
- Các động lực dài hạn gồm mảng Bách Hóa Xanh bứt phá lợi nhuận và kế hoạch IPO mảng Thế Giới Di Động - Điện Máy Xanh cùng liên doanh EraBlue.
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