AmBank Downgrades Plantation Sector to Neutral, Favors Upstream Players

AmBank Research has downgraded the plantation sector from Overweight to Neutral, citing challenges for downstream oleochemicals due to slowing demand, Indonesian competition, a weaker Rupiah, Chinese oversupply, and industry excess. The firm prefers upstream-focused planters, downgrading Kuala Lumpur Kepong (KLK) and IOI Corporation to Hold with target prices of RM21.71 and RM4.05, respectively. SD Guthrie remains a Hold at RM4.28. Genting Plantations (RM5.84), Johor Plantations (RM1.67), and TSH Resources (RM1.38) retain Buy ratings, leveraging their upstream strength amid a three-month U.S. tariff pause.

Plantation sector

More Business News

Table of Contents

Latest News Malaysia

Read More News on Business News Malaysia

Read More News #latestmalaysia

BIZ NEWS CODE Business News Malaysia

Read More News on Business News Malaysia

Staff Writer

Recent Posts

Multipath Reliable Connection Joins Open Compute Project

AMD unveiled MRC to strengthen AI networking. The protocol ensures GPUs stay synchronized under real‑world…

4 hours ago

Frontken Posts Strong 1QFY26 on Malaysia O&G Surge, Maintains BUY

Frontken posts RM38.9m profit, driven by Malaysia O&G surge and Taiwan semicon demand; TP raised…

6 hours ago

Market sees improving investor sentiment

KLCI’s breakout above its symmetrical triangle formation signals further upside towards 1,777 as market sentiment…

9 hours ago

US-Iran Peace Deal Signals Immediate Price Impact, Delayed Oil Flow Recovery

US-Iran peace deal could lower oil prices immediately, but physical market recovery will take months…

10 hours ago

YTL Corp Sees Hidden Value Amid Infrastructure and Data Centre Growth

YTL Corp highlights undervalued assets, landbank and construction pipeline, with BUY rating maintained and RM3.44…

20 hours ago

Build your child Stronger & Smarter With Lutein for Eye Protection

The improved formulations now offer an added nutritional support with Lutein, a nutrient that helps…

24 hours ago

This website uses cookies.