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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Primer: Japfa Comfeed Indonesia (JPFA IJ) - Aug 2026
Japfa Comfeed Indonesia (JPFA) is a leading, vertically integrated agri-food player in Indonesia, with significant market shares in animal feed...
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LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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Lucror Analytics - Morning Views Asia
Treasuries rose yesterday, with the UST curve bull-steepening after US President Donald Trump said he would postpone strikes against Iran’s energy...
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Lucror Analytics - Morning Views Asia
UST yields jumped 7-11 bps yesterday, mainly driven by inflation concerns, amid the surge in oil prices and higher than expected prices paid...
167 Views