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

A report from Agriseco indicates that companies are expanding their capacity to ride the recovery wave. DBC, BAF, POW, DHT, DHG, HPG, PVT, and MSH are forecasted to achieve favorable results due to revenue and profit growth in the coming years. DBC will navigate challenges from the Livestock Law 2025, while BAF targets a revenue of 6 trillion VND. POW expects its revenue to increase by 25-30%, although net profit may decline due to project costs. DHT is integrating new drug production at its new facility, potentially raising revenue by 50%, similar to DHG enhancing its competitiveness in the ETC channel. HPG anticipates significant contributions from the Dung Quat project; PVT and MSH are also expanding, with growth potential from fleet upgrades and increased production capacity. Market demand and improvements in fixed assets are the main drivers for these companies.

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