Seafood: Pangasius market – Indepth – [Overweight] – The tide is turning
We believe that the presence of large enterprises will strengthen the industry’s value chain, minimizing risks in the nurturing process. Additionally, the rise in global demand for seafood, along with government policies aimed at fostering sustainable development, is expected to drive growth across the pangasius industry in the medium and long term.
Featured Analysis
HDG – Brief – [NONRATED] – NPAT boosted by drop in interest expenses
VJC – Brief – [NONRATED] – Strong core business, new supplying incoming
Seafood: Pangasius market – Indepth – [Overweight] – The tide is turning
VCB- Earnings review-[BUY]- Enhancing asset quality
POW – Earnings review – [HOLD] – Positive results from the low base
HVN – Brief – [NONRATED] – Debt write-off saved bottom line
MWG – Brief – [HOLD] – BHX would open 50 – 100 stores in 2H24F
