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Charoen Pokphand Indonesia (CPIN IJ)
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69
Analysis
Consumer Staples
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Indonesia
PT Charoen Pokphand Indonesia Tbk manufactures and distributes animal feeds, woven plastic bags, and poultry equipment as well as processes chicken. Through its subsidiaries, the Company also operates poultry farms and distributes its products.
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bullish
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Japfa Ltd
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10 Mar 2024 22:51
Japfa (JAP SP): Evaluating a Potential Privatisation
An attractive takeover premium would be required, irrespective of the offer structure. Funding could be an issue due to the high current leverage.
Arun George
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370 Views
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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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234 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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bullish
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Thematic (Sector/Industry)
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23 Nov 2023 21:05
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Broker
Poultry: Margins expansion prospect in FY24 from lower input costs (OVERWEIGHT)
Poultry Margins expansion prospect in FY24 from lower input costs. We retain our positive view for FY24 on margins expansion prospect from the...
BRI Danareksa Research
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366 Views
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bullish
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Cross Asset Strategy
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13 Nov 2023 23:09
The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
Angus Mackintosh
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