{"id":186,"date":"2016-09-20T14:21:23","date_gmt":"2016-09-20T07:21:23","guid":{"rendered":"http:\/\/robostock.vn\/web\/?p=186"},"modified":"2016-09-20T14:21:23","modified_gmt":"2016-09-20T07:21:23","slug":"phan-tich-ctcp-bia-sai-gon-mien-trung-upcom-smb","status":"publish","type":"post","link":"https:\/\/robostock.vn\/web\/phan-tich-ctcp-bia-sai-gon-mien-trung-upcom-smb\/","title":{"rendered":"Ph\u00e2n t\u00edch CTCP Bia S\u00e0i G\u00f2n &#8211; Mi\u1ec1n Trung (UPCoM: SMB)"},"content":{"rendered":"<p>\t\t\t\t<img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-187 alignleft\" src=\"http:\/\/robostock.vn\/web\/wp-content\/uploads\/2016\/09\/ScreenShot003-97x300.jpg\" alt=\"screenshot003\" width=\"97\" height=\"300\" \/><strong>\u0110\u00e1nh gi\u00e1 chung<\/strong><\/p>\n<p>C\u00f4ng ty C\u1ed5 ph\u1ea7n Bia S\u00e0i G\u00f2n- Mi\u1ec1n Trung \u0111\u01b0\u1ee3c th\u00e0nh l\u1eadp tr\u00ean c\u01a1 s\u1edf h\u1ee3p nh\u1ea5t 3 \u0111\u01a1n v\u1ecb: C\u00f4ng ty C\u1ed5 ph\u1ea7n Bia S\u00e0i G\u00f2n- Quy Nh\u01a1n, C\u00f4ng ty C\u1ed5 ph\u1ea7n Bia S\u00e0i G\u00f2n- Ph\u00fa Y\u00ean, C\u00f4ng ty C\u1ed5 ph\u1ea7n Bia S\u00e0i G\u00f2n- \u0110\u1eafk L\u1eafk theo Ngh\u1ecb quy\u1ebft \u0110\u1ea1i h\u1ed9i \u0111\u1ed3ng c\u1ed5 \u0111\u00f4ng h\u1ee3p nh\u1ea5t ng\u00e0y 20\/09\/2008 v\u00e0 ch\u00ednh th\u1ee9c ho\u1ea1t \u0111\u1ed9ng t\u1eeb ng\u00e0y 01\/10\/2008.<!--more--><\/p>\n<p>C\u00f4ng ty CP Bia S\u00e0i G\u00f2n- Mi\u1ec1n Trung l\u00e0 C\u00f4ng ty th\u00e0nh vi\u00ean c\u1ee7a T\u1ed5ng C\u00f4ng ty CP Bia- R\u01b0\u1ee3u- N\u01b0\u1edbc gi\u1ea3i kh\u00e1t S\u00e0i G\u00f2n (SABECO), ho\u1ea1t \u0111\u1ed9ng ch\u1ecbu s\u1ef1 chi ph\u1ed1i c\u1ee7a SABECO qua:<\/p>\n<ul>\n<li>Quy \u0111\u1ecbnh c\u1ee7a ph\u00e1p lu\u1eadt v\u00e0 \u0110i\u1ec1u l\u1ec7 c\u1ee7a SABECO v\u1ec1 m\u1ed1i quan h\u1ec7 gi\u1eefa C\u00f4ng ty m\u1eb9 v\u00e0 C\u00d4ng ty con;<\/li>\n<li>C\u1ed5 ph\u1ea7n chi ph\u1ed1 v\u00e0 th\u01b0\u01a1ng hi\u1ec7u Bia S\u00e0i G\u00f2n;<\/li>\n<li>\u0110\u1ecbnh h\u01b0\u1edbng ph\u00e1t tri\u1ec3n v\u00e0 ti\u00eau th\u1ee5 s\u1ea3n ph\u1ea9m.<\/li>\n<\/ul>\n<p>Hi\u1ec7n nay, ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t kinh doanh ch\u00ednh m\u1ea1ng l\u1ea1i doanh thu cho C\u00f4ng ty l\u00e0 s\u1ea3n ph\u1ea9m bia c\u00e1c lo\u1ea1i, bao g\u1ed3m:<\/p>\n<ul>\n<li>Bia h\u1ee3p t\u00e1c s\u1ea3n xu\u1ea5t: bia chai S\u00e0i G\u00f2n 355ml, 450ml<\/li>\n<li>Bia t\u1ef1 s\u1ea3n xu\u1ea5t: bia chai Lowen Pils 330ml, bia chai quy nh\u01a1n 330ml, bia h\u01a1i<\/li>\n<li>S\u1ea3m ph\u1ea9m kh\u00e1c: n\u01b0\u1edbc u\u1ed1ng \u0111\u00f3ng chai: Serepok, sapy, r\u01b0\u1ee3u Serepok, N\u01b0\u1edbc ng\u1ecdt pepsi , v\u00e0 m\u1ed9t s\u1ed1 s\u1ea3n ph\u1ea9m m\u1edbi s\u1eefa b\u1eafp v\u00e0 s\u1eefa g\u1ea1o l\u1ee9c.<\/li>\n<\/ul>\n<p><em><strong>Chi\u1ebfn l\u01b0\u1ee3c ph\u00e1t tri\u1ec3n:<\/strong><\/em><\/p>\n<p>C\u00f4ng ty lu\u00f4n b\u00e1m s\u00e1t \u0111\u1ecbnh h\u01b0\u1edbng do SABECO \u0111\u1ec1 ra c\u0169ng nh\u01b0 c\u00e1c \u0111\u1ec1 \u00e1n quy ho\u1ea1ch ph\u00e1t tri\u1ec3n ng\u00e0nh c\u1ee7a B\u1ed9 C\u00f4ng th\u01b0\u01a1ng \u0111\u1ec3 c\u00f3 nh\u1eefng k\u1ebf ho\u1ea1c kinh doanh ph\u00f9 h\u1ee3p.<\/p>\n<p>\u0110\u1ecbnh h\u01b0\u1edbng cho nh\u1eefng n\u0103m ti\u1ebfp theo, Sau khi khai th\u00e1c h\u1ebft c\u00f4ng su\u1ea5t hi\u1ec7n t\u1ea1i c\u1ee7a c\u00e1c nh\u00e0 m\u00e1y. \u0110\u00f4ng th\u1eddi, c\u00f4ng ty s\u1ebd ti\u1ebfp t\u1ee5 gia t\u0103ng s\u1ea3n l\u01b0\u1ee3ng gia c\u00f4ng m\u1eb7t h\u00e0ng n\u01b0\u1edbc gi\u1ea3i kh\u00e1t cho PepsiCo trong n\u0103m 2016<\/p>\n<p>Hi\u1ec7u qu\u1ea3 kinh doanh c\u1ee7a C\u00f4ng ty ph\u1ee5 thu\u1ed9c r\u1ea5t l\u1edbn v\u00e0o s\u1ea3n l\u01b0\u1ee3ng nh\u1eadn h\u00e0ng c\u1ee7a T\u1ed5ng C\u00f4ng ty SABECO c\u1ee5 th\u1ec3 l\u00e0 C\u00f4ng ty TNHH MTV Th\u01b0\u01a1ng m\u1ea1i Bia S\u00e0i G\u00f2n, n\u0103m 2015 SABECO v\u1eabn duy tr\u00ec v\u1ecb tr\u00ed \u0111\u1ee9ng \u0111\u1ea7u v\u1ec1 th\u1ecb ph\u1ea7n bia \u1edf Vi\u1ec7t Nam chi\u1ebfm 35%.<\/p>\n<h1>B\u00c1O C\u00c1O k\u1ebft qu\u1ea3 ho\u1ea1t \u0111\u1ed9ng kinh doanh 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2016 CTCP Bia S\u00e0i G\u00f2n &#8211; Mi\u1ec1n Trung (UPCoM: SMB)<\/h1>\n<p>K\u1ebft th\u00fac 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2016, SMB \u0111\u1ea1t doanh thu v\u00e0 l\u1ee3i nhu\u1eadn l\u00e0 430 t\u1ef7 v\u00e0 41,62 t\u1ef7 \u0111\u1ed3ng, t\u0103ng l\u1ea7n l\u01b0\u1ee3t l\u00e0 20.78% v\u00e0 27% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. L\u00fd gi\u1ea3i cho l\u1ee3i nhu\u1eadn t\u0103ng v\u1ecdt l\u00e0 do s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 Bia c\u00e1c lo\u1ea1i 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2016 t\u0103ng 12.666 tri\u1ec7u l\u00edt so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m 2015 l\u00e0m l\u1ee3i nhu\u1eadn g\u1ed9p t\u0103ng 16,63 t\u1ef7 \u0111\u1ed3ng th\u1eddi chi ph\u00ed t\u00e0i t\u00e0i ch\u00ednh gi\u1ea3m so v\u1edbi c\u00f9ng k\u1ef3 -3,25 t\u1ef7 (l\u00e3i su\u1ea5t vay v\u1ed1n l\u01b0u \u0111\u1ed9ng b\u00ecnh qu\u00e2n 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2016 l\u00e0 4.2% v\u00e0 c\u00f9ng k\u1ef3 2015 l\u00e0 4.5%- 5%\/n\u0103m; d\u00e0i h\u1ea1n l\u00e3i su\u1ea5t 6 \u0111\u1ea7u n\u0103m 2016 l\u00e0 7,5%\/n\u0103m v\u00e0 c\u00f9ng k\u1ef3 8,5%).<\/p>\n<p><a href=\"http:\/\/robostock.vn\/web\/wp-content\/uploads\/2016\/09\/smb-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-188 size-full\" src=\"http:\/\/robostock.vn\/web\/wp-content\/uploads\/2016\/09\/smb-1.jpg\" alt=\"smb\" width=\"1329\" height=\"555\" \/><\/a><\/p>\n<p>L\u1ee3i nhu\u1eadn c\u1ee7a SMB v\u1eabn t\u0103ng tr\u01b0\u1edfng d\u00f9 thu\u1ebf ti\u00eau th\u1ee5 \u0111\u1eb7c bi\u1ec7t t\u0103ng 5% trong n\u0103m 2016, \u0111i\u1ec3m m\u1ea5u ch\u1ed1t c\u1ee7a SMB \u0111\u00e1ng ch\u00fa \u00fd l\u00e0 vay n\u1ee3 ng\u00e2n h\u00e0ng li\u00ean t\u1ee5c gi\u1ea3m xu\u1ed1ng. Cho th\u1ea5y t\u00ecnh h\u00ecnh t\u00eca ch\u00ednh c\u1ee7a SMB hi\u1ec7n nay c\u1ef1c k\u1ef3 t\u1ed1t. 3-4 n\u0103m li\u00ean ti\u1ebfp s\u1ebd tr\u1ea3 h\u1ebft s\u1ea1ch n\u1ee3, v\u00e0 ti\u1ec1m l\u1ef1c t\u1eeb C\u00f4ng ty m\u1eb9 T\u1ed5ng c\u00f4ng ty bia &#8211; r\u01b0\u1ee3u &#8211; n\u01b0\u1edbc gi\u1ea3i kh\u00e1t S\u00e0i G\u00f2n (Sabeco) c\u00f3 t\u1edbi 8.190 t\u1ef7 \u0111\u1ed3ng g\u1eedi k\u1ef3 h\u1ea1n t\u1ea1i ng\u00e2n h\u00e0ng l\u1ea5y l\u00e3i t\u00ednh \u0111\u1ebfn cu\u1ed1i qu\u00fd 2\/2016.<\/p>\n<p><a href=\"http:\/\/s.cafef.vn\/sabeco-198395\/khi-doanh-nghiep-mang-cuc-tien-nghin-ty-gui-ngan-hang-lay-lai.chn\">http:\/\/s.cafef.vn\/sabeco-198395\/khi-doanh-nghiep-mang-cuc-tien-nghin-ty-gui-ngan-hang-lay-lai.chn<\/a><\/p>\n<p>V\u1ed1n \u0111i\u1ec1u l\u1ec7 C\u00f4ng ty 298 t\u1ef7 v\u00e0 ch\u01b0a l\u1ea7n n\u00e0o t\u0103ng v\u1ed1n t\u1eeb n\u0103m 2008 t\u1edbi nay, c\u1ed5 phi\u1ebfu r\u1ea5t \u0111\u1eadm \u0111\u1eb7c. N\u0103m 2015 SMb chi tr\u1ea3 c\u1ed5 t\u1ee9c 18% v\u00e0 n\u0103m 2016 kh\u1ea3 n\u0103ng cao tr\u1ea3 20% c\u1ed5 t\u1ee9c.<\/p>\n<p>Du l\u1ecbch mi\u1ec1n du m\u1ea5y n\u0103m g\u1ea7n \u0111\u00e2y ph\u00e1t tri\u1ec3n r\u1ea5t m\u1ea1nh, l\u01b0\u1ee3ng bia ti\u00eau th\u1ee5 t\u0103ng l\u00ean, \u1edf Vi\u1ec7t Nam Bia S\u00e0i G\u00f2n \u0111\u00e3 tr\u1edf th\u00e0nh th\u01b0\u01a1ng hi\u1ec7u,<\/p>\n<h1>Ph\u00e2n t\u00edch k\u1ef9 thu\u1eadt<\/h1>\n<p>SMB Sau khi t\u00edch l\u0169y h\u01a1n 8 th\u00e1ng t\u1eeb th\u00e1ng 11 n\u0103m 2015 \u1edf c\u00f9ng \u0111\u1ec9nh \u0111ang c\u00f3 1 trend l\u00ean b\u1ec1n v\u1eefng b\u1eaft \u0111\u1ea7u c\u00f3 kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch t\u1eeb \u0111\u1ea7u th\u00e1ng 7 v\u00e0 c\u1ed5 \u0111\u00f4ng n\u1ed9i b\u1ed9 li\u00ean t\u1ee5c \u0111ang k\u00fd mua v\u00e0o. Kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch c\u1ee7a SMB v\u1eabn t\u01b0\u01a1ng \u0111\u1ed1i \u00edt do l\u01b0\u1ee3ng c\u1ed5 phi\u1ebfu c\u00f4 \u0111\u1eb7c;T\u1ed5ng C\u00f4ng ty m\u1eb9 v\u00e0 l\u00e3nh \u0111\u1ea1o c\u00f4ng ty n\u1eafm \u0111a ph\u1ea7n n\u00ean c\u1ed5 phi\u1ebfu c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 ng\u1eafn h\u1ea1n h\u1ea7u nh\u01b0 kh\u00f4ng c\u00f3, ch\u1ee9ng t\u1ecf SMB \u0111ang l\u00e0 c\u1ed5 phi\u1ebfu c\u1ef1c k\u1ef3 an to\u00e0n mua chi c\u00f3 th\u1eafng, c\u1eeda thua h\u1ea7u nh\u01b0 kh\u00f4ng c\u00f3.<\/p>\n<p><a href=\"http:\/\/robostock.vn\/web\/wp-content\/uploads\/2016\/09\/SMB-chart.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-189 size-full\" src=\"http:\/\/robostock.vn\/web\/wp-content\/uploads\/2016\/09\/SMB-chart.jpg\" alt=\"smb-chart\" width=\"1327\" height=\"607\" \/><\/a><\/p>\n<h1>Khuy\u1ebfn ngh\u1ecb \u0111\u1ea7u t\u01b0:<\/h1>\n<p>D\u00f9 P\/E \u1edf m\u1ee9c 9.1, EPS l\u00e0 3.100\u0111 ch\u01b0a c\u00f3 l\u1eddi nhi\u1ec1u nh\u01b0ng SMB x\u1ee9ng \u0111\u00e1ng \u0111\u01b0\u1ee3c tr\u1ea3 gi\u00e1 cao<\/p>\n<p><a href=\"http:\/\/robostock.vn\/web\/wp-content\/uploads\/2016\/09\/ScreenShot002.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-190 size-full\" src=\"http:\/\/robostock.vn\/web\/wp-content\/uploads\/2016\/09\/ScreenShot002.jpg\" alt=\"screenshot002\" width=\"436\" height=\"178\" \/><\/a><\/p>\n<p>Sau khi nh\u00f3m RBS khuy\u1ebfn ngh\u1ecb\u00a0 mua SMB v\u00f9ng gi\u00e1 22- 23 \u0111\u00e3 ti\u1ec7m c\u1eadn gi\u00e1 m\u1ee5c ti\u00eau th\u1ee9 nh\u1ea5t l\u00e0 28.<\/p>\n<p>V\u1edbi k\u1ebft qu\u1ea3 kinh doanh 6 th\u00e1ng \u0111\u1ea7u n\u0103m ch\u00fang t\u00f4i m\u1ea1nh d\u1ea1n \u0111\u01b0a ra khuy\u1ebfn ngh\u1ecb nh\u00e0 \u0111\u1ea7u t\u01b0 ti\u1ebfp t\u1ee5c mua v\u00e0o SMB v\u00f9ng gi\u00e1 27- 27.5 gi\u00e1 m\u1ee5c ti\u00eau 39.5\t\t<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0110\u00e1nh gi\u00e1 chung C\u00f4ng ty C\u1ed5 ph\u1ea7n Bia S\u00e0i G\u00f2n- Mi\u1ec1n Trung \u0111\u01b0\u1ee3c th\u00e0nh l\u1eadp tr\u00ean c\u01a1 s\u1edf h\u1ee3p nh\u1ea5t 3 \u0111\u01a1n v\u1ecb: C\u00f4ng ty C\u1ed5 ph\u1ea7n Bia S\u00e0i G\u00f2n- Quy Nh\u01a1n, C\u00f4ng ty C\u1ed5 ph\u1ea7n Bia S\u00e0i G\u00f2n- Ph\u00fa Y\u00ean, C\u00f4ng ty C\u1ed5 ph\u1ea7n Bia S\u00e0i G\u00f2n- \u0110\u1eafk L\u1eafk theo Ngh\u1ecb quy\u1ebft \u0110\u1ea1i h\u1ed9i &hellip; <a href=\"https:\/\/robostock.vn\/web\/phan-tich-ctcp-bia-sai-gon-mien-trung-upcom-smb\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Ph\u00e2n t\u00edch CTCP Bia S\u00e0i G\u00f2n &#8211; Mi\u1ec1n Trung (UPCoM: SMB)&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-186","post","type-post","status-publish","format-standard","hentry","category-co-hoi-dau-tu"],"_links":{"self":[{"href":"https:\/\/robostock.vn\/web\/wp-json\/wp\/v2\/posts\/186","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/robostock.vn\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/robostock.vn\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/robostock.vn\/web\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/robostock.vn\/web\/wp-json\/wp\/v2\/comments?post=186"}],"version-history":[{"count":0,"href":"https:\/\/robostock.vn\/web\/wp-json\/wp\/v2\/posts\/186\/revisions"}],"wp:attachment":[{"href":"https:\/\/robostock.vn\/web\/wp-json\/wp\/v2\/media?parent=186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/robostock.vn\/web\/wp-json\/wp\/v2\/categories?post=186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/robostock.vn\/web\/wp-json\/wp\/v2\/tags?post=186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}