02/01/2014
1



NI DUNG
Phân tích vmô (mô hình PEST)
Phân tích ngành (Mô hình SWOT, mô hình
five forces, mô hình diamond)
1
3
Phân tích kinh t(Mô hình nhân t)
2

•Mô hình PEST
•Qun lý nhà nc
•Chính sách thu
•Chính sách thơng mi
•Quan liêu, tham nhng
Yu t Chính tr
•Tng trng kinh t
•Lm phát, lãi sut
•Nhân công
•nh hng toàn cu hóa
Yu t Kinh t
•Tng trng dân s
•Giáo dc
•Quan m xã hi
•Phong cách
Yu t vn hóa xã hi
•Kthut mi
•Chuyn giao
•Nghiên cu phát trin
Yu t K thut

02/01/2014
2

    ! " #! "$%#!&' &' # ()
*+(,& '-  .- /
  "0 12 *' $3-4' 5& 641 7! 8
9:;(5 <' 2' '6(,& <8  '86(<%1
6-(<= 5!(21 !% '2 5-(.8 %, &1 !&
> '86 " '$3 2! >!'/
) 5- !& ) 6!&) 5-  #- 92!
!& ) 6!&(!;() 5-   89!'  ( <=
5!;/
•Mô hình nhân t!&'&') !

02/01/2014
3
4'5&6417!8
http://advisoranalyst.com/glablog/tag/good-stock/

http://sagaciousinvestor.blogspot.com/2011/03/stocks-inflation-hedge-or-vedge.html
?%16-

•?%1 6-
) > 7! 8 '$= <3% !8 " <1 6- 3& <,55!
#!&' &'  ) 2! @ABBC
Không tim thâý mi quan h

•?= 5!

02/01/2014
4
•- > !
3-< 5$% D .8' !& <3% !8
"< 5$% D .8' !& '- > !

•EF 52 EGHII
• F 5 5& <$3%' 2' '86
•JK<= 5! ) 6! # D%
•JK<= 5! *- 6! ) 6!&
•L,& '- LM" NE:
-2"012

-2"012

02/01/2014
5
-' .% !& !#, 5' !& '
• Tiên phong
• Tng trng nhanh
•nnh
• Suy thoái
 
Strengths (S) Weaknesses (W)
Threats (T) Opportunities (O)
•Mô hình SWOT
1/2/2014 19
SWOT analysis
Strengths
High growth rate
Rapidly renewed technology
High potential for value-added
services
An increasingly competition in all
segments
Huge customer market with the
population of 87 million in 2008
Weaknesses
Fixed-line sector remains largely
monopolized
Lack of key strategic investors in
the sector’s main operators
Many rural areas have little or no
access to any telecommunications
services
Opportunities
Liberalisation of the telecoms
industry could see entrance of
strategic investors such as NTT
DoCoMo, SingTel and Telenor
WTO membership in 2007 makes
Vietnam a more appealing
investment centre
Threats
A delay in network expansion could
slow potential growth
Number of inactive mobile
subscribers is unknown
Poor quality of ADSL services and
high prices are combining to hold up
broadband growth

•Mô hình five forces (Michael Porter)