IDI
09
April
Seafood sector – Preview – [Neutral] – 1Q25F Preview: “Wait & See”
We expect that the 1Q25F’s earnings for most enterprises could see a modest yoy growth, driven by gross margin expansion thanks to lower aquafeed costs and well controlled costs of...
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: Strong foreign inflows
Fund flow: Strong capital outflows in Thailand
Derivatives: Cautious sentiment
Market commentary: Absorbing selling pressure
Market traders: Proprietary trading returned to net buying
Derivatives: Uptrend maintained
Market commentary: Extending the uptrend
