Poultry: Poised for 4Q23 recovery despite ST headwinds (OVERWEIGHT)
While recent weak broiler prices and higher local corn prices may drive lower 3Q23 earnings (qoq), we maintain our Overweight view on the back of...
348 Views
Poultry - Regulation remains supportive
Via a regulation issued on 24 Aug-23, the government seeks to continue stabilizing livebird prices by cutting PS aged 50-54 weeks and HE aged 19 days.
266 Views
Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
328 Views
Poultry: Headwinds from Both Costs and Selling Prices
Despite looking at better performance in 2H23 from moderating feed raw material costs and better purchasing power, we expect weak 1Q23 earnings off...
266 Views
Charoen Pokphand Indonesia (CPIN IJ) - Weaker than expected 3Q21 earnings
Weaker than expected 3Q21 earningsContent is external broker report sourced from online content aggregator through publicly available sources and...
166 Views