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Japfa Comfeed Indonesia (JPFA IJ)
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334
Analysis
Consumer Staples
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Indonesia
PT Japfa Comfeed Indonesia Tbk manufactures animal feed, breeds and processes chickens, and operates aquaculture farms. The Company trades its products domestically and internationally.
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bearish
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Japfa Comfeed Indonesia
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05 Mar 2024 06:19
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Broker
Japfa Comfeed Indonesia (JPFA IJ) - Soft Livebird and DOC Prices Dragged Down 4Q23 Earnings
Lower ASP across poultry businesses dragged down 4Q23 profitability, resulting in DOC and livebird segment operating losses in 4Q23.
BRI Danareksa Research
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250 Views
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bullish
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Japfa Comfeed Indonesia
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17 Nov 2023 19:59
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Broker
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...
BRI Danareksa Research
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401 Views
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bullish
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Thematic (Sector/Industry)
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13 May 2024 21:51
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Broker
Poultry: Brighter Outlook Ahead Despite Seasonal Volatility (OVERWEIGHT)
Expect potential recovery in feed margins from lower input costs and stable chicken prices to support earnings growth of 36/34% in FY24/25F.
BRI Danareksa Research
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143 Views
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bullish
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Thematic (Sector/Industry)
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20 Feb 2024 20:49
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Broker
Poultry - Still Unclear Benefits from the Potential MSG Program on Poultry Demand
Prabowo-Gibran’s team indicated its free lunch program (MSG) would be fully rolled out by FY29F needing 1.2mn tons of chicken p.a.
BRI Danareksa Research
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bullish
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Thematic (Sector/Industry)
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23 Jan 2024 20:46
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Broker
Poultry: ST Negatives from Earnings, Data and Fund Positioning (NEUTRAL)
We cut our FY23/FY24F earnings estimates for the sector by 34.5/23.2% due to lower-than-expected LB and higher-than-expected corn prices.
BRI Danareksa Research
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