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Charoen Pokphand Indonesia (CPIN IJ)
Watchlist
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
•
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)
•
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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Thematic (Sector/Industry)
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24 Sep 2023 07:33
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Broker
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...
BRI Danareksa Research
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348 Views
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bullish
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Thematic (Sector/Industry)
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31 Aug 2023 07:53
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Broker
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.
BRI Danareksa Research
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266 Views
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bullish
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Thematic (Sector/Industry)
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07 Aug 2023 20:53
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Broker
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
BRI Danareksa Research
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328 Views
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