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110 articles for Charoen Pokphand Foods PCL
Thailand:Agro&Food - Argentine drought grabs the spotlight—but only short-term
Argentina’s persisting drought during Oct-Jan despite some rain. A bad call for soybean due to higher El Niño probability in 2H23. USDA’s Jan report—slightly negative on a modest global stock rise.
Prasit Sujiravorakul @ Bualuang Securities 31 January 2023
Charoen Pokphand Foods: Rebound of Chinese and Vietnamese pork prices expected in 2Q23
Insights into 4Q22—a YoY core turnaround. Rebound of Chinese pork price starting 2Q23 onward. The ASF resurgence in Thailand to bolster Thai pork price.
Prasit Sujiravorakul @ Bualuang Securities 25 January 2023
Thailand: Agro & Food - Our 2023 first-tier pick switched to CPF
Rebound of Chinese and Vietnamese pork prices in 2023. Bottom-line turnaround for CTI and CPP in 2023. High Thai livestock breeder prices reflects breeder stock shortage.
Prasit Sujiravorakul @ Bualuang Securities 21 December 2022
Charoen Pokphand Foods: Turnaround for CTI and CPP expected in 2023
Expected bottom-line turnarounds for CPP and CTI in 2023. Sustained high livestock prices in 2023 despite their recent retreat. Bellisio and HyLife look set to hit their nadir in 2022.
Prasit Sujiravorakul @ Bualuang Securities 19 December 2022
Thailand: Agro & Food - Record Brazilian and global production seen for 2022/23
2022/23 US SB harvest ended up ahead of last year. USDA’s Nov report—slightly negative due to higher global stocks. Deeper negative SBM and lower total soy spread in Nov.
Prasit Sujiravorakul @ Bualuang Securities 30 November 2022
Thailand: Agro & Food - Peak La Niña in 4Q22
Peak of La Niña in 4Q22 before weakening in 2H23. Keeping watch on the faster rise of El Niño probability in 2H23. Complete dryness almost no impact on a final pace of US harvest.
Prasit Sujiravorakul @ Bualuang Securities 29 November 2022
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Thailand
Asia
Consumer Services
About
Charoen Pokphand Foods Public Company Limited produces a wide range of food products. The Company's products include chicken, pork, shrimp, fish, eggs. and duck.
