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Regardless of positive export result this year, SBSC hold NEUTRAL view on fishery industry and anticipate consolidation trend in the upcoming time, specially small- sized companies amid the interest rate hike and increasing material price environment. SBSC scaled down our coverage of fishery sector to three large-scale businesses with bigger market shares and competitive advantages to maintain their operation in difficult situation: Vinh Hoan (VHC), Hung Vuong (HVG) and Minh Phu (MPC).
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