ENTITY
Charoen Pokphand Indonesia

Charoen Pokphand Indonesia (CPIN IJ)

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Analysis
Consumer Staples • Indonesia
PT Charoen Pokphand Indonesia Tbk is a leading Indonesian company primarily engaged in the poultry and egg production industry. It manufactures and sells poultry feed, day-old chicks, and processed chicken products under various brands, and also operates in food processing, preservation of meat, and animal pharmaceutical products. The company was founded on July 2, 1972, and is headquartered in Jakarta, Indonesia.
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•23 Nov 2023 21:05•Broker

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...

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•24 Sep 2023 07:33•Broker

Poultry: Poised for 4Q23 recovery despite ST headwinds (OVERWEIGHT)

While recent weak broiler prices and higher local corn prices may drive lower 3Q23 earnings (qoq), we maintain our Overweight view on the back of...

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•31 Aug 2023 07:53•Broker

Poultry - Regulation remains supportive

Via a regulation issued on 24 Aug-23, the government seeks to continue stabilizing livebird prices by cutting PS aged 50-54 weeks and HE aged 19 days.

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•07 Aug 2023 20:53•Broker

Macro and Flows Tracker - Not All Is Well

The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia

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•27 Apr 2023 13:08•Broker

Poultry: Headwinds from Both Costs and Selling Prices

Despite looking at better performance in 2H23 from moderating feed raw material costs and better purchasing power, we expect weak 1Q23 earnings off...

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