Gold Mine Revealed on the Stock Exchange: Companies Increasing Capacity to Welcome Growth Cycle

A report from Agriseco indicates that, amid the economic recovery, many companies (DN) have expanded their capacity to seize new growth cycles. Companies like Dabaco (DBC), BAF, and PV Power (POW) are optimizing production to increase market share and revenue. The Livestock Law, effective from 2025, is expected to shift market share towards large companies such as DBC and BAF, helping them achieve significant profit growth due to high pork prices and lower feed costs. POW forecasts a revenue increase of 25-30%, but profits may drop due to new expenses. Pharmaceutical companies like DHT and DHG also predict breakthroughs in revenue due to internationally standardized factories and high-quality drug offerings. Hoa Phat (HPG) expects growth from the Dung Quat project and a recovering real estate market. Additionally, shipping companies are investing in fleet expansion to take advantage of opportunities in the transport industry. In 2025, many companies set ambitious growth plans due to enhanced production capabilities and rising market demand.

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