Poultry: Concern on Low Livebird Prices Is Overdone
We reaffirm our view that lower feed costs and a potential rebound in 4Q24 chicken prices will support profitability in 2H24.
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Poultry: Potential Re-Rating Intact from Strong FY24-25F Earnings Growth
Despite the potentially lower LB pricesin Suro month, we remain bullish given the expected higher margin from lower feed costs.
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Poultry - Thursday, 20 June 2024
We maintain our Overweight rating on the sector, foreseeing higher margins from lower feed costs. CPIN remains our top pick in the sector.
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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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The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Grab Holdings, and Philippine StockExchange
The past week saw insights on Kalbe Farma (KLBF IJ), Grab Holdings (GRAB US), Philippine Stock Exchange (PSE PM), Best World International (BEST...
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