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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Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
278 Views
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...
488 Views
Poultry: Headwinds from Both Costs and Selling Prices
Despite looking at better performance in 2H23 from moderating feed raw material costs and better purchasing power, we expect weak 1Q23 earnings off...
266 Views
Cisarua Mountain Dairy (CMRY IJ) - Yoghurts, UHT Milk, and Proteins in One Basket
Leading dairy and premium foods player Cisarua Mountain Dairy continued to demonstrate its resilience during 1Q2022 with strong results despite...
427 Views