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.
356 Views
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.
333 Views
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...
501 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...
584 Views
The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
572 Views