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Charoen Pokphand Indonesia (CPIN IJ)
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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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Thematic (Sector/Industry)
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20 Jun 2024 20:00
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Broker
Poultry - Thursday, 20 June 2024
We maintain our Overweight rating on the sector, foreseeing higher margins from lower feed costs. CPIN remains our top pick in the sector.
BRI Danareksa Research
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291 Views
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bullish
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Thematic (Sector/Industry)
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04 Jun 2024 19:47
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Broker
Poultry: New Reference Prices to Support the Industry, Albeit Unlikely to Be a Game Changer
The NFA issued a new regulation to increase the reference prices of livebirds and local corn, effective from Jun24 until amendment.
BRI Danareksa Research
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251 Views
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bullish
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Cross Asset Strategy
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27 May 2024 21:12
The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Grab Holdings, and Philippine StockExchange
The past week saw insights on Kalbe Farma (KLBF IJ), Grab Holdings (GRAB US), Philippine Stock Exchange (PSE PM), Best World International (BEST...
Angus Mackintosh
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212 Views
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bullish
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Thematic (Sector/Industry)
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13 May 2024 21:51
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Broker
Poultry: Brighter Outlook Ahead Despite Seasonal Volatility (OVERWEIGHT)
Expect potential recovery in feed margins from lower input costs and stable chicken prices to support earnings growth of 36/34% in FY24/25F.
BRI Danareksa Research
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169 Views
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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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381 Views
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