A report from Agriseco reveals that many companies are ramping up their capacities in anticipation of a recovery trend. Dabaco (DBC) projects promising revenue from increasing capacities and profits from the livestock market with high gross margins. Ha Tay Pharma (DHT) expects annual revenue of 1 trillion VND from its new factory specializing in modern pharmaceuticals. Hoa Phat (HPG) is advancing its Dung Quat Phase 2 project with an anticipated revenue of 80 trillion VND per year. PV Power (POW) forecasts revenue growth of 25-30% despite potential profit declines due to depreciation costs. Similar to BAF, firms will benefit from the Livestock Law in 2025 with projected revenue of 6 trillion VND. Companies like MSH are also increasing production due to rising international fashion demand. From 2019-2024, the assets of listed companies have steadily grown, anticipating a robust growth cycle in the coming years.
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