Poultry: Margins expansion prospect in FY24 from lower input costs (OVERWEIGHT)
Poultry Margins expansion prospect in FY24 from lower input costs. We retain our positive view for FY24 on margins expansion prospect from the...
447 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
512 Views
Japfa Comfeed Indonesia - Expect the Feed Business to Further Drive Profitability
Based on our revised forecast, we now expect higher net revenues in FY24F (+7.6% y-o-y) with a sustained EBITDA margin on the back of lower feed...
567 Views
Weekly Wrap - 17 Nov 2023
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
556 Views