Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Malindo Feedmill (MAIN IJ)
Watchlist
37
Analysis
Consumer Staples
•
Indonesia
PT Malindo Feedmill Tbk produces animal feeds and breeds commercial day-old chicks.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Thematic (Sector/Industry)
•
23 Jan 2024 20:46
•
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
Follow
235 Views
Share
bullish
•
Cross Asset Strategy
•
27 Nov 2023 19:20
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
Angus Mackintosh
Follow
314 Views
Share
bullish
•
Thematic (Sector/Industry)
•
23 Nov 2023 21:05
•
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
Follow
367 Views
Share
bullish
•
Cross Asset Strategy
•
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
Follow
370 Views
Share
bullish
•
Thematic (Sector/Industry)
•
24 Sep 2023 07:33
•
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
Follow
349 Views
Share
First
Previous
1
2
3
4
5
6
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.10
x