Poultry: Positive 3Q26 Earnings Momentum to Support Re-Rating...
We expect the recovery in LB and DOC prices to override the impact of rising feed costs, resulting in a higher margin for the integrators.
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Global Index: Indonesia Likely to See Huge Outflows in May
This is going be a huge theme today for Indonesia. The price movements of a lot of stocks have raised issues in the past with global index...
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Primer: Charoen Pokphand Indonesia (CPIN IJ) - Aug 2026
Dominant Market Leader with Integrated Operations: As Indonesia's largest producer of poultry feed, day-old chicks (DOCs), and processed...
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Global Index: Indonesia Goes from the Frying Pan to the Fire
Now the other global index provider has frozen all changes for Indonesia at the March rebalance. While the impact will be a lot smaller than for...
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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.
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