VHC [OUTPERFORM +19.3%] - Earnings to decline in 2023 on weak pangasius exports - Update
  • 22 Feb 2023
  • Company Research
We maintain our OUTPERFORM rating as we believe there is a bright growth outlook for VHC’s high margin collagen and gelatin (C&G) business. Meanwhile, we expect flat sales volume growth of 1% YoY in 2023 as global pangasius fillet demand has weakened sinc