Seafood sector – Preview – [Overweight] – 3Q24F Preview: A robust growth trajectory
We believe that the 3Q24F’s earnings for most enterprises in the sector could experience high growth due to the low base effect in 3Q23. Regarding the pangasius industry, VHC could record growth in both volume and pangasius ASPs. However, global shrimp supply pressures remain high, making it unlikely that shrimp ASPs will improve in the short-term.
Featured Analysis
Textile & Garment – Sector Note – [Nonrated] – On a growth track
Derivatives: Low liquidity
Market commentary: Low liquidity
BSR – Brief – [NONRATED] – 4Q24: Difficulties remain
Market commentary: Market recovery
Fund flow: Capital outflow in Vietnam
Derivatives: A selling signal appears?
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