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...
Report (2)

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...
Report (12)

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...
Report (16)
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