Thailand

GFPT PCL: YoY turnaround in 2H22; attractively cheap valuation

  • Breeding chicken stock shortage at least through YE22

  • Robust jump of live chicken and chicken bone prices in 3Q22

  • Chicken export volume to resume a QoQ rise in 3Q22

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Prasit Sujiravorakul @ Bualuang Securities
August 30th, 2022
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