{"id":22099,"date":"2026-05-13T14:36:49","date_gmt":"2026-05-13T07:36:49","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/?p=22099"},"modified":"2026-05-14T17:51:56","modified_gmt":"2026-05-14T10:51:56","slug":"msr-ban-thanh-cong-2-co-phan-dap-ung-dieu-kien-cong-ty-dai-chung","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/msr-ban-thanh-cong-2-co-phan-dap-ung-dieu-kien-cong-ty-dai-chung\/","title":{"rendered":"MSR b\u00e1n th\u00e0nh c\u00f4ng 2% c\u1ed5 ph\u1ea7n, \u0111\u00e1p \u1ee9ng \u0111i\u1ec1u ki\u1ec7n c\u00f4ng ty \u0111\u1ea1i ch\u00fang"},"content":{"rendered":"\n

Ng\u00e0y 13\/05\/2026, CTCP T\u1eadp \u0111o\u00e0n Masan (HOSE: MSN) c\u00f4ng b\u1ed1 c\u00f4ng ty con m\u00e0 Masan s\u1edf h\u1eefu 100% v\u1ed1n \u0111\u00e3 ho\u00e0n t\u1ea5t vi\u1ec7c b\u00e1n 21.99 tri\u1ec7u cp, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 2% t\u1ed5ng s\u1ed1 c\u1ed5 phi\u1ebfu \u0111ang l\u01b0u h\u00e0nh c\u1ee7a CTCP Masan High-Tech Materials (UPCoM: MSR), th\u00f4ng qua c\u00e1c giao d\u1ecbch tr\u00ean h\u1ec7 th\u1ed1ng UPCoM theo \u0111\u00fang quy \u0111\u1ecbnh hi\u1ec7n h\u00e0nh.<\/strong><\/em><\/p>\n\n\n\n

Sau giao d\u1ecbch, t\u1ef7 l\u1ec7 s\u1edf h\u1eefu c\u1ee7a MSN t\u1ea1i MSR gi\u1ea3m t\u1eeb kho\u1ea3ng 94.89% xu\u1ed1ng 92.89%, \u0111\u1ed3ng th\u1eddi t\u1ef7 l\u1ec7 c\u1ed5 phi\u1ebfu t\u1ef1 do chuy\u1ec3n nh\u01b0\u1ee3ng (free float) c\u1ee7a MSR t\u0103ng l\u00ean 7.11%.<\/p>\n\n\n\n

“Kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c kh\u00f4ng c\u00f2n l\u00e0 c\u00e2u chuy\u1ec7n c\u1ee7a ng\u00e0nh khai kho\u00e1ng, \u0111\u00f3 l\u00e0 c\u00e2u chuy\u1ec7n c\u1ee7a an ninh qu\u1ed1c gia v\u00e0 cu\u1ed9c \u0111ua c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u. MSR kh\u00f4ng \u0111\u01a1n thu\u1ea7n l\u00e0 c\u00f4ng ty khai th\u00e1c vonfram. MSR ki\u1ebfn t\u1ea1o n\u1ec1n t\u1ea3ng v\u1eadt li\u1ec7u vonfram khan hi\u1ebfm, \u0111\u00f3ng vai tr\u00f2 quan tr\u1ecdng trong chu\u1ed7i cung \u1ee9ng chip AI, qu\u1ed1c ph\u00f2ng v\u00e0 c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p ch\u1ebf t\u1ea1o c\u00f4ng ngh\u1ec7 cao. T\u00e0i nguy\u00ean vonfram h\u1eefu h\u1ea1n. Nhu c\u1ea7u kh\u00f4ng gi\u1edbi h\u1ea1n. \u0110\u00f3 l\u00e0 l\u00fd do MSR l\u00e0 t\u00e0i s\u1ea3n c\u1ed1t l\u00f5i, mang t\u1ea7m v\u00f3c to\u00e0n c\u1ea7u, kh\u00f4ng th\u1ec3 thay th\u1ebf v\u00e0 gi\u00e1 tr\u1ecb c\u1ee7a n\u00f3 s\u1ebd t\u0103ng theo th\u1eddi gian, t\u1ea1o ra d\u00f2ng ti\u1ec1n m\u1ea1nh, b\u1ec1n v\u1eefng, d\u00e0i h\u1ea1n”,<\/em> \u00f4ng Danny Le – T\u1ed5ng Gi\u00e1m \u0111\u1ed1c T\u1eadp \u0111o\u00e0n Masan chia s\u1ebb.<\/p>\n\n\n

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Giai \u0111o\u1ea1n 1 \u0111\u00e3 ho\u00e0n t\u1ea5t v\u1edbi vi\u1ec7c chuy\u1ec3n nh\u01b0\u1ee3ng th\u00e0nh c\u00f4ng 2% c\u1ed5 ph\u1ea7n MSR trong b\u1ed1i c\u1ea3nh nhu c\u1ea7u \u0111\u0103ng k\u00fd mua v\u01b0\u1ee3t s\u1ed1 l\u01b0\u1ee3ng ch\u00e0o b\u00e1n, qua \u0111\u00f3 gi\u00fap duy tr\u00ec \u0111i\u1ec1u ki\u1ec7n c\u00f4ng ty \u0111\u1ea1i ch\u00fang, gia t\u0103ng t\u1ef7 l\u1ec7 free float, c\u1ea3i thi\u1ec7n thanh kho\u1ea3n v\u00e0 c\u1ee7ng c\u1ed1 th\u00eam s\u1ef1 ghi nh\u1eadn c\u1ee7a th\u1ecb tr\u01b0\u1eddng tr\u01b0\u1edbc k\u1ebf ho\u1ea1ch chuy\u1ec3n ni\u00eam y\u1ebft c\u1ee7a MSR sang HOSE v\u00e0o n\u0103m 2027.<\/p>\n\n\n\n

C\u00e1n b\u1ed9 nh\u00e2n vi\u00ean Masan tham gia v\u1edbi cam k\u1ebft h\u1ea1n ch\u1ebf chuy\u1ec3n nh\u01b0\u1ee3ng trong 3 th\u00e1ng, th\u1ec3 hi\u1ec7n ni\u1ec1m tin v\u00e0o tri\u1ec3n v\u1ecdng d\u00e0i h\u1ea1n c\u1ee7a MSR.<\/p>\n\n\n

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\u0110\u00e0 t\u0103ng m\u1ea1nh c\u1ee7a gi\u00e1 vonfram \u0111ang h\u1ed7 tr\u1ee3 MSR t\u1ea1o ra d\u00f2ng ti\u1ec1n ng\u00e0y c\u00e0ng t\u00edch c\u1ef1c h\u01a1n, qua \u0111\u00f3 \u0111\u1ea9y nhanh m\u1ee5c ti\u00eau gi\u1ea3m \u0111\u00f2n b\u1ea9y t\u00e0i ch\u00ednh, h\u01b0\u1edbng t\u1edbi \u0111\u01b0a t\u1ef7 l\u1ec7 N\u1ee3 r\u00f2ng tr\u00ean EBITDA v\u1ec1 kho\u1ea3ng 0.1 l\u1ea7n v\u00e0o cu\u1ed1i n\u0103m 2027, v\u1edbi gi\u1ea3 \u0111\u1ecbnh gi\u00e1 APT duy tr\u00ec tr\u00ean 1,500 USD\/mtu.<\/p>\n\n\n\n

Trong khi MSR t\u1eebng b\u01b0\u1edbc gi\u1ea3m n\u1ee3 b\u1eb1ng ch\u00ednh d\u00f2ng ti\u1ec1n t\u1ea1o ra t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh, ngu\u1ed3n thu t\u1eeb c\u00e1c giao d\u1ecbch b\u00e1n c\u1ed5 ph\u1ea7n MSR c\u0169ng gi\u00fap Masan Group ti\u1ebfp t\u1ee5c gi\u1ea3m \u0111\u00f2n b\u1ea9y t\u00e0i ch\u00ednh, v\u1edbi m\u1ee5c ti\u00eau \u0111\u01b0a t\u1ef7 l\u1ec7 N\u1ee3 r\u00f2ng tr\u00ean EBITDA c\u1ee7a MSN xu\u1ed1ng d\u01b0\u1edbi 2 l\u1ea7n v\u00e0o cu\u1ed1i n\u0103m 2026.<\/p>\n\n\n\n

Theo c\u00f4ng b\u1ed1 ng\u00e0y 01\/04\/2026, c\u00f4ng ty con m\u00e0 Masan s\u1edf h\u1eefu 100% v\u1ed1n d\u1ef1 ki\u1ebfn b\u00e1n t\u1ed1i \u0111a 5% s\u1ed1 c\u1ed5 phi\u1ebfu \u0111ang l\u01b0u h\u00e0nh c\u1ee7a MSR, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 54.99 tri\u1ec7u cp, trong v\u00f2ng 12 th\u00e1ng. Giai \u0111o\u1ea1n 1, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 2% s\u1ed1 c\u1ed5 ph\u1ea7n c\u1ee7a MSR, \u0111\u00e3 ghi nh\u1eadn nhu c\u1ea7u \u0111\u0103ng k\u00fd mua v\u01b0\u1ee3t s\u1ed1 l\u01b0\u1ee3ng ch\u00e0o b\u00e1n, trong \u0111\u00f3 kho\u1ea3ng m\u1ed9t n\u1eeda nhu c\u1ea7u \u0111\u1ebfn t\u1eeb c\u00e1n b\u1ed9 nh\u00e2n vi\u00ean Masan v\u00e0 c\u00e1c c\u1ed5 \u0111\u00f4ng hi\u1ec7n h\u1eefu c\u1ee7a MSN \u0111\u00e1p \u1ee9ng \u0111i\u1ec1u ki\u1ec7n nh\u00e0 \u0111\u1ea7u t\u01b0 ch\u1ee9ng kho\u00e1n chuy\u00ean nghi\u1ec7p, ph\u1ea3n \u00e1nh ni\u1ec1m tin m\u1ea1nh m\u1ebd v\u00e0o gi\u00e1 tr\u1ecb d\u00e0i h\u1ea1n c\u1ee7a MSR.<\/p>\n\n\n\n

Giao d\u1ecbch n\u00e0y \u0111\u00e1nh d\u1ea5u b\u01b0\u1edbc kh\u1edfi \u0111\u1ea7u trong l\u1ed9 tr\u00ecnh gia t\u0103ng gi\u00e1 tr\u1ecb c\u1ee7a MSR, bao g\u1ed3m duy tr\u00ec \u0111i\u1ec1u ki\u1ec7n c\u00f4ng ty \u0111\u1ea1i ch\u00fang, c\u1ea3i thi\u1ec7n t\u1ef7 l\u1ec7 free float v\u00e0 thanh kho\u1ea3n c\u1ed5 phi\u1ebfu, \u0111\u1ed3ng th\u1eddi n\u00e2ng cao m\u1ee9c \u0111\u1ed9 ghi nh\u1eadn c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u1ed1n tr\u01b0\u1edbc k\u1ebf ho\u1ea1ch chuy\u1ec3n ni\u00eam y\u1ebft sang HOSE v\u00e0o n\u0103m 2027. C\u00e1c \u0111\u1ee3t b\u00e1n c\u1ed5 ph\u1ea7n ti\u1ebfp theo c\u00f3 th\u1ec3 m\u1edf r\u1ed9ng sang nh\u00e0 \u0111\u1ea7u t\u01b0 chi\u1ebfn l\u01b0\u1ee3c, t\u1ed5 ch\u1ee9c v\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00e1 nh\u00e2n, trong b\u1ed1i c\u1ea3nh nhu c\u1ea7u \u0111\u1ed1i v\u1edbi MSR ng\u00e0y c\u00e0ng gia t\u0103ng khi doanh nghi\u1ec7p s\u1edf h\u1eefu m\u1ed9t trong s\u1ed1 r\u1ea5t \u00edt n\u1ec1n t\u1ea3ng vonfram quy m\u00f4 l\u1edbn ngo\u00e0i Trung Qu\u1ed1c.<\/p>\n\n\n\n

Trong qu\u00fd 1\/2026, MSR ghi nh\u1eadn doanh thu thu\u1ea7n \u0111\u1ea1t 2,993 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 114.9% so v\u1edbi c\u00f9ng k\u1ef3, v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf sau l\u1ee3i \u00edch c\u1ed5 \u0111\u00f4ng thi\u1ec3u s\u1ed1 (NPAT Post-MI) \u0111\u1ea1t m\u1ee9c k\u1ef7 l\u1ee5c 537 t\u1ef7 \u0111\u1ed3ng theo qu\u00fd. L\u1ee3i nhu\u1eadn qu\u00fd 2\/2026 \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng ti\u1ebfp t\u1ee5c t\u0103ng tr\u01b0\u1edfng so v\u1edbi qu\u00fd tr\u01b0\u1edbc, \u0111\u01b0a MSR ti\u1ebfn g\u1ea7n h\u01a1n t\u1edbi kh\u1ea3 n\u0103ng ho\u00e0n th\u00e0nh ho\u1eb7c v\u01b0\u1ee3t k\u1ebf ho\u1ea1ch n\u0103m 2026 v\u1edbi doanh thu 20,300 t\u1ef7 \u0111\u1ed3ng v\u00e0 NPAT Post-MI \u0111\u1ea1t 2,500 t\u1ef7 \u0111\u1ed3ng, \u0111\u1ed3ng th\u1eddi h\u01b0\u1edbng t\u1edbi m\u1ee5c ti\u00eau \u0111\u01b0a t\u1ef7 l\u1ec7 N\u1ee3 r\u00f2ng tr\u00ean EBITDA xu\u1ed1ng d\u01b0\u1edbi 1.7 l\u1ea7n v\u00e0o cu\u1ed1i n\u0103m.<\/p>\n\n\n\n

Gi\u00e1 vonfram hi\u1ec7n \u0111\u00e3 t\u0103ng l\u00ean tr\u00ean 3,000 USD\/mtu, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c t\u0103ng kho\u1ea3ng 700% trong 12 th\u00e1ng qua. \u0110\u1ed9ng l\u1ef1c t\u0103ng gi\u00e1 \u0111\u1ebfn t\u1eeb nhi\u1ec1u y\u1ebfu t\u1ed1 mang t\u00ednh c\u1ea5u tr\u00fac nh\u01b0 c\u00e1c m\u1ecf khai th\u00e1c l\u00e2u n\u0103m, ch\u1ea5t l\u01b0\u1ee3ng qu\u1eb7ng suy gi\u1ea3m, th\u1eddi gian ph\u00e1t tri\u1ec3n d\u1ef1 \u00e1n k\u00e9o d\u00e0i, y\u00eau c\u1ea7u v\u1ed1n \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0 vi\u1ec7c Trung Qu\u1ed1c si\u1ebft ch\u1eb7t xu\u1ea5t kh\u1ea9u. Trong khi \u0111\u00f3, nhu c\u1ea7u chi\u1ebfn l\u01b0\u1ee3c ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng m\u1ea1nh m\u1ebd t\u1eeb c\u00e1c l\u0129nh v\u1ef1c nh\u01b0 AI, b\u00e1n d\u1eabn, qu\u1ed1c ph\u00f2ng, n\u0103ng l\u01b0\u1ee3ng v\u00e0 c\u00f4ng nghi\u1ec7p c\u00f4ng ngh\u1ec7 cao, trong b\u1ed1i c\u1ea3nh vonfram l\u00e0 v\u1eadt li\u1ec7u c\u00f3 r\u1ea5t \u00edt kh\u1ea3 n\u0103ng thay th\u1ebf. C\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb gia t\u0103ng, xu h\u01b0\u1edbng t\u00edch tr\u1eef t\u00e0i nguy\u00ean chi\u1ebfn l\u01b0\u1ee3c t\u1ea1i c\u00e1c n\u01b0\u1edbc ph\u01b0\u01a1ng T\u00e2y v\u00e0 nhu c\u1ea7u t\u00ecm ki\u1ebfm c\u00e1c n\u1ec1n t\u1ea3ng v\u1eadt li\u1ec7u an to\u00e0n, \u1ed5n \u0111\u1ecbnh ti\u1ebfp t\u1ee5c c\u1ee7ng c\u1ed1 gi\u00e1 tr\u1ecb chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a vonfram.<\/p>\n\n\n\n

V\u1edbi gi\u1ea3 \u0111\u1ecbnh gi\u00e1 APT b\u00ecnh qu\u00e2n duy tr\u00ec tr\u00ean 1,500 USD\/mtu, MSR \u0111\u1eb7t m\u1ee5c ti\u00eau \u0111\u01b0a t\u1ef7 l\u1ec7 N\u1ee3 r\u00f2ng tr\u00ean EBITDA v\u1ec1 kho\u1ea3ng 0.1 l\u1ea7n v\u00e0o cu\u1ed1i n\u0103m 2027 v\u00e0 \u0111\u1ea1t tr\u1ea1ng th\u00e1i ti\u1ec1n m\u1eb7t r\u00f2ng d\u01b0\u01a1ng v\u00e0o cu\u1ed1i n\u0103m 2028, qua \u0111\u00f3 t\u1eebng b\u01b0\u1edbc tr\u1edf th\u00e0nh n\u1ec1n t\u1ea3ng t\u1ea1o d\u00f2ng ti\u1ec1n \u1ed5n \u0111\u1ecbnh v\u1edbi kh\u1ea3 n\u0103ng chi tr\u1ea3 c\u1ed5 t\u1ee9c trong d\u00e0i h\u1ea1n.<\/p>\n\n\n\n

Ngu\u1ed3n: VietStock<\/a><\/em><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Ng\u00e0y 13\/05\/2026, CTCP T\u1eadp \u0111o\u00e0n Masan (HOSE: MSN) c\u00f4ng b\u1ed1 c\u00f4ng ty con m\u00e0 Masan s\u1edf h\u1eefu 100% v\u1ed1n \u0111\u00e3 ho\u00e0n t\u1ea5t vi\u1ec7c b\u00e1n 21.99 tri\u1ec7u cp, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 2% t\u1ed5ng s\u1ed1 c\u1ed5 phi\u1ebfu \u0111ang l\u01b0u h\u00e0nh c\u1ee7a CTCP Masan High-Tech Materials (UPCoM: MSR), th\u00f4ng qua c\u00e1c giao d\u1ecbch tr\u00ean h\u1ec7 th\u1ed1ng UPCoM theo \u0111\u00fang […]<\/p>\n","protected":false},"author":44,"featured_media":21549,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[2],"tags":[1209,1365,1368,1363,1367,1369,1364,1261,1311,907,1047,1199,904,1366,1196,373],"class_list":["post-22099","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-vi","tag-ai","tag-ban-co-phan","tag-ban-dan","tag-chung-khoan","tag-chien-luoc-doanh-nghiep","tag-chuoi-cung-ung-toan-cau","tag-giao-dich-co-phieu","tag-hose-2","tag-khoang-san-chien-luoc-3","tag-masan-group","tag-masan-high-tech-materials-vi","tag-msn","tag-msr","tag-thoai-von","tag-upcom","tag-vonfram-2"],"acf":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/masanhightechmaterials.com\/wp-content\/uploads\/2026\/04\/MHT-AGM-CLIP-2026-TV-frame-at-3m22s.jpg","_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/22099","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/users\/44"}],"replies":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/comments?post=22099"}],"version-history":[{"count":5,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/22099\/revisions"}],"predecessor-version":[{"id":22129,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/22099\/revisions\/22129"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media\/21549"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=22099"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=22099"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=22099"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}