CHAROEN POKPHAND FOODS Plc. (CPF): 2Q26E Down YoY/QoQ; 2H26E Faces Higher Costs and Weak Demand - Neutral (12M FWD Fair Value Bt21.30)
We expect 2Q26E core profit to decline both YoY and QoQ, mainly due to lower livestock prices across Thailand, Vietnam, and China. The 2H26...
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CHAROEN POKPHAND FOODS Plc. (CPF): 1Q26E Earnings Down YoY, Up QoQ...
We expect 1Q26E core profit to surge 155x QoQ, driven by a strong rebound in Vietnamese swine and Thai broiler prices, which lifts GPM and equity...
112 Views
CHAROEN POKPHAND FOODS Plc. (CPF): 4Q25 Earnings Down; Swine Prices A 1Q26E Concern
4Q25 profit missed our estimate due to higher-than-expected operating expenses and tax payments.Thai and Chinese swine prices have resumed...
169 Views
CHAROEN POKPHAND FOODS Plc. (CPF): 4Q25E Profit Down...
4Q25E core profit could drop 82% YoY and 81% QoQ on lower swine prices, weaker sales and GPM, and reduced associate contributions.
134 Views
CHAROEN POKPHAND FOODS Plc. (CPF): 3Q25 Profit Down YoY/QoQ; GPM Beat By 40bps
3Q25 core profit fell 7% YoY and 46% QoQ on weaker swine prices in Thailand, Vietnam, Cambodia, the Philippines, and Russia, softness in China, and...
361 Views