Poultry: FY26 Outlook: A Prime Time to Harvest (OVERWEIGHT)
After FY25F’s high base, we expect moderate earnings growth for FY26F due to conservative chicken price assumptions and elevated feed costs.
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Macro Strategy: 2026: Navigating the Rate and Yield Transition
We expect 2026 INDOGB yields at 5.62%–6.14% (5.9% yr-end baseline), supported by expected rate cuts, stable IDR and foreign ownership.
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Macro Strategy: 2026: Reassessing the Investment Cycle
Manufacturing-led FDI now anchors investment growth, lifting GFCF and widening regional benefit with Ex-Java areas benefiting the most.
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Poultry: Mutant Chickens in Modern Cikande? Investigating the Impact of Cesium-137 Contamination
News revealed CPIN is among the names affected in Cs-137 contamination. JPFA and MAIN have feedmill plants in the same estate.
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Poultry: Potential New Players in the Industry ( OVERWEIGHT)
Danantara reportedly plans to fund Rp20tr investment in poultry farms to secure production of chicken and egg to support the MBG program.
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