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Japfa Comfeed Indonesia (JPFA IJ)
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339
Analysis
Consumer Staples
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Indonesia
PT Japfa Comfeed Indonesia Tbk manufactures animal feed, breeds and processes chickens, and operates aquaculture farms. The Company trades its products domestically and internationally.
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bullish
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Thematic (Sector/Industry)
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20 Feb 2024 20:49
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Broker
Poultry - Still Unclear Benefits from the Potential MSG Program on Poultry Demand
Prabowo-Gibran’s team indicated its free lunch program (MSG) would be fully rolled out by FY29F needing 1.2mn tons of chicken p.a.
BRI Danareksa Research
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232 Views
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bullish
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Thematic (Sector/Industry)
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23 Jan 2024 20:46
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Broker
Poultry: ST Negatives from Earnings, Data and Fund Positioning (NEUTRAL)
We cut our FY23/FY24F earnings estimates for the sector by 34.5/23.2% due to lower-than-expected LB and higher-than-expected corn prices.
BRI Danareksa Research
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235 Views
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bearish
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Tata Steel Ltd
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19 Jan 2024 14:45
Weekly Wrap - 19 Jan 2024
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
Lucror Analytics
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456 Views
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bullish
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Health And Happiness (H&H)
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12 Jan 2024 13:46
Weekly Wrap - 12 Jan 2024
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
Lucror Analytics
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125 Views
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bullish
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AAC Technologies Holdings
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08 Jan 2024 18:30
Asia Monthly - 2024 Asia Credit Outlook And 2023 In Review - Lucror Analytics
In our inaugural Asian Monthly for 2024, we discuss the regional credit outlook for the year, with a focus on China, India, Indonesia as well as...
Lucror Analytics
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347 Views
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