A recent report from Agriseco shows that many companies are expanding their capacity to capitalize on the recovery trend. Firms like Dabaco (DBC), BAF, and POW will benefit from the enforcement of Livestock Law 2025, with DBC ramping up production, high profit margins from vaccines, and rising pig prices. BAF plans to achieve revenues of 6 trillion VND in 2025, 2.5 times that of 2024, due to market share expansion and increased profit margins from reduced pig supply. POW forecasts a revenue increase of 25-30%, although profits might decline due to depreciation costs. Pharmaceutical companies like DHT and DHG expect revenue growth driven by new factories and increased ETC channel growth. Hòa Phát (HPG) and PVTrans (PVT) anticipate improved profits from real estate recovery and fleet expansion. May Sông Hồng (MSH) aims for a 4% revenue growth in 2025. Listed companies have reported significant growth in assets and construction investment, preparing for a larger operational scale in the future.
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