Equity Analysis /
Thailand

Charoen Pokphand Foods: Value accretion from China pork now factored in

  • Recent regionwide pig price surge constitutes a positive surprise

  • Worst-case negative impact of 5% from SBM price jump

  • Net value accretion from China’s pork deal now factored in

Prasit Sujiravorakul
Prasit Sujiravorakul

Equity Research Analyst

Bualuang Securities
18 January 2021