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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Poultry: Heading into Year-End with Improving Supply–Demand Dynamics (OVERWEIGHT)
We estimate robust earnings momentum in 3Q25 led by higher livebird and DOC prices, which offset the higher feed costs.We expect 4Q25 prices to...
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Equity Strategy: Oct25 Picks: Sticking with Banks, Commodities, Telco
We maintain our positive stance on Banks as we expect better liquidity condition to be reflected in Sep25 CoF, combined with attractive yield.
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Poultry: There Is Such a Thing as a Free Lunch (OVERWEIGHT)
We expect additional 3-5% chicken absorption from MBG in Sep25 to support for LB prices. We foresee margin expansion in 3Q25 to be led by higher LB...
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