Charoen Pokphand Indonesia (CPIN.IJ) Strong Rebound Supported by Broad-Based Margin Recovery
3Q25 net profit surged to Rp1.46tr, bringing 9M25 earnings to Rp3.4tr (+41% yoy), achieving 80% of our FY25F and 84% of consensus, i.e. above.
394 Views
Charoen Pokphand Indonesia (CPIN.IJ) - 2Q25 In Line Earnings: Margin Pressure...
2Q25 net profit came in at Rp363bn (-76% qoq, -66% yoy), relatively in line with our est., driven by weak topline and margin compression. Margins...
335 Views
CPIN IJ - Margin Recovery in the Processed Food Business Supported Earnings
CPIN posted 1Q25 net profit of Rp1.5tr (+16% qoq, +116% yoy) above our (35%) and cons’ (36%) FY25F, partly supported by normalized tax.
393 Views
Charoen Pokphand Indonesia (CPIN.IJ) FY24 Results – In Line Core Net Profit
Despite the high effective tax rate in 4Q24, CPIN reported a net profit of Rp1.3tr (+114% qoq), above ours (107%) and consensus (115%).
293 Views
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.
125 Views