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 MCH của Masan Consumer giảm mạnh xuống mức đáy một năm, trong khi hoạt động kinh doanh của doanh nghiệp vẫn ghi nhận tăng trưởng đáng kể trong quý III/2026.
Các ý chính:
- Phiên 12/11, MCH đóng cửa ở 123.900 đồng/cổ phiếu, giảm 0,4%, là mức đóng cửa thấp nhất trong khoảng một năm qua.
- Giá cổ phiếu đã giảm gần 24% so với mức 162.590 đồng hồi giữa tháng 1/2026, tương ứng khoảng 50.000 tỷ đồng vốn hóa theo số cổ phiếu lưu hành.
- Masan Consumer hiện có vốn hóa khoảng 162.000 tỷ đồng, vẫn thuộc nhóm công ty hàng tiêu dùng lớn nhất trên thị trường chứng khoán Việt Nam.
- Chứng khoán Yuanta hạ khuyến nghị xuống Nắm giữ, cho rằng việc Masan tăng sở hữu có thể thu hẹp tỷ lệ free float và ảnh hưởng thanh khoản cổ phiếu.
- Quỹ ETF ngoại bán ròng mạnh MCH trong tuần 2–6/11, cùng nhóm với VIC, VHM, HPG và MSN.
- Quý III/2026, doanh thu đạt 8.743 tỷ đồng, tăng 16,3% và lợi nhuận sau thuế đạt 1.938 tỷ đồng, tăng khoảng 14% so với cùng kỳ.
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