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.
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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.
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Morning Views Asia: Adani Green Energy, Japfa Comfeed Indonesia, Medco Energi, Pakuwon Jati
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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The Week That Was in ASEAN@Smartkafarma - Medikaloka Hermina, Avian Paints, and Vinfast
The past week saw insights on Medikaloka Hermina (HEAL IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), CP FOODS (CPF TB), and Johor Plantations IPO.
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Japfa (JAP SP): Impressive Gain. But No Firm Offer
Quite an impressive share price gain without anything substantive to hang your hat on. I would not chase it here. I'd only get involved if there...
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