Since the beginning of 2025, pig prices and pork in Vietnam have been increasing due to supply shortages, with Southern pig prices reaching their highest on March 6. The national average price rose by about 16% over the past month. This trend has positively impacted stocks of livestock companies like Dabaco (DBC), BAF Vietnam (BAF), HAG, etc., with DBC and BAF each rising by 22%. Vietcombank Securities (VCBS) predicts that these stocks will continue to benefit from the rising pig prices, estimating an 18% increase in 2025. The new Livestock Law effective from 2025 is expected to shift the market share from smallholders to large enterprises. Dabaco stands out for developing its vaccine, projected to provide new profits. They plan to expand breeding and complete a soybean oil processing plant soon.
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