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.
Theo VNDIRECT, cổ phiếu Hòa Phát (HPG) đang nằm trong vùng định giá thấp nhất kể từ 2009, dù các chỉ tiêu kinh doanh được dự phóng cải thiện rõ rệt.
Các ý chính:
- Tập đoàn Hòa Phát (HoSE: HPG) đang có hệ số P/B khoảng 1,16 lần, mức thấp nhất trong khoảng 17 năm qua.
- VNDIRECT dự báo doanh thu Hòa Phát năm 2026 tăng 48,3% và EPS tăng 55,5% so với cùng kỳ, với ROE kỳ vọng đạt 19,1%.
- Hệ số P/E dự phóng giảm dần từ 6,3 lần năm 2026 xuống 4,4 lần năm 2028, trong khi lợi nhuận cốt lõi được kỳ vọng tăng trưởng kép 35,9%/năm giai đoạn 2026–2028.
- Nhu cầu thép trong nước được hỗ trợ bởi đô thị hóa (mới đạt 38,8% năm 2025) và kế hoạch đầu tư hạ tầng 2026–2030 lên tới 8,51 triệu tỷ đồng, với mức tăng nhu cầu thép thượng nguồn dự báo khoảng 6,5%/năm đến 2030.
- Biên lợi nhuận gộp được kỳ vọng cải thiện, lên khoảng 18,6% vào 2028 khi giá than cốc có thể giảm từ giữa 2027.
- Cổ phiếu hiện giao dịch quanh 21.350 đồng, thấp hơn đáng kể so với vùng đỉnh gần đây.
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