Pig prices and retail pork in Vietnam have risen significantly since early 2025 due to supply shortages. Prices in the South are currently at an all-time high, with notable increases in the North and Central regions as well. Stocks of livestock companies, including Dabaco (DBC) and BAF Vietnam (BAF), have surged, with DBC and BAF both rising 22% over the past month. According to Vietcombank Securities, this group of stocks is expected to continue benefiting from the rising pig prices, projected to rise approximately 18% in 2025. However, supply may rebound and pig prices may see slight decreases post-peak season. Notably, new livestock regulations are expected to drive a shift from smallholder farms to larger companies. Dabaco is in a unique position with its self-developed vaccine, expecting to generate 1,184 billion VND in revenue from it in 2025, alongside plans for expansion in the following years.
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