Charoen Pokphand Indonesia - 3Q23 Earnings Beat from Solid Downstream Business
CPIN booked robust 3Q23 net profits of IDR1.3tr, supported by higher gross revenues of IDR30tr despite flat q-o-q margins amid rising feed raw...
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Charoen Pokphand Indonesia (CPIN.IJ): 3Q23 Earnings Beat from Solid Downstream Business
CPIN booked robust 3Q23 net profits of IDR1.3tr, supported by higher gross revenues of IDR30tr despite flat q-o-q margins amid rising feed raw...
256 Views
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...
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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.
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The Week That Was in ASEAN@Smartkarma - Cimory's Growth, Cinema XXI, and Asian Plantations
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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