中国银河:印尼家禽公司股价料将受到强劲肉鸡价格势头的支撑
Xin Lang Cai Jing·2026-01-08 06:32

Group 1 - The core viewpoint of the article is that the stock prices of Indonesian poultry companies are expected to be supported by strong chicken meat prices in the first quarter [1] - Historically, seasonal patterns indicate that chicken meat prices remain high during Indonesia's festive quarter, which is the first quarter this year [1] - As the harvest season approaches in the first quarter, the raw material prices for these companies are expected to decline [1] Group 2 - By 2026, the demand for chicken meat is anticipated to remain strong due to the expansion of Indonesia's free lunch program, targeting 80 million beneficiaries [1] - The preferred stock in this sector by the brokerage is Japfa Comfeed Indonesia, which has been given a buy rating with a target price of 3,300.00 Indonesian Rupiah [1] - The stock price of Japfa Comfeed Indonesia has increased by 1.6%, currently standing at 2,590.00 Indonesian Rupiah [1]