IDI
14
December
Seafood sector – In-depth – [NEUTRAL] – 2025 Outlook: Against All Odds
In 2025F, as consumer demand continues to revive in key export markets, we project the seafood industry to follow a recovery trend comparable to 2024. However, this may face short-term...
02
October
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...
04
September
Seafood: Pangasius market – In-depth – [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...
Featured Analysis
Market commentary: Waiting for confirmation from liquidity
SBV strengthens liquidity withdrawal amid amplified USDVND pressure
Covered warrant: Cautious market
Market Trader: Foreign investors sold heavily
Derivative: Waiting for a breakout signal
Market commentary: Demand returns
Chart of the day: Continuing Caution
