Analyst Report
Rising Brent oil prices strengthen the energy sector
The Energy sector remains strong due to rising Brent oil prices, while the travel sector benefits from increased air passenger traffic.
Category: Crude Palm Oil
Business News
CPO Production Declines for Sixth Month as Exports Weaken; Prices Remain Resilient
CPO Price: Averaged RM4,759/tonne in Feb 2025, up +1.9% MoM, supported by low inventory. Prices are expected to stay firm.
Business News
REITs and plantations remain defensive picks amid market volatility
REITs and plantations remain defensive picks amid market volatility, while export-oriented sectors like gloves, furniture, and technology may benefit from a weaker MYR against…
Business News
Bargain hunting may persist, driven by optimism in data centre stocks
Bargain hunting may persist, driven by optimism in data centre stocks.
Business News
Automotive, oil & gas sectors to face headwinds
FBM KLCI targets 1,600 resistance, supported by bullish momentum. Automotive, oil & gas sectors face headwinds; OPR steady at 3%.
Agriculture
Plantation Sector Overview: Maintain POSITIVE
Plantation sector Imports dropped (-71.8%) due to Indonesian tax structures, while exports rose by 11.7%, supported by improved local production.
Business News
Highlights on plantation and tech stocks
Plantation Sector: Likely to see bargain hunting as CPO prices rallied last Friday.
Business News
Plantation Expected to remain resilient amid market volatility
Plantation is expected to remain resilient amid market volatility, supported by steady crude palm oil (CPO) prices.
Crude Palm Oil
Investor focus may target sectors like services, manufacturing, and ICT
Increased investor focus may target sectors like services, manufacturing, and ICT, while fiscal stability
Crude Palm Oil
Crude palm oil price may attract some interests on plantations
Crude palm oil price may attract some interests on plantations
Business News
EUDR delay provides relief for businesses says MPOC
The Malaysian Palm Oil Council welcomes the delay in the implementation of the EU Deforestation Regulation (EUDR), which was initially set to impose stricter…
Crude Palm Oil
Selling pressure from foreign investors may limit gains from local funds
The FBM KLCI rose by 0.2%, recovering in the final hour of trading despite concerns about a potential economic slowdown following a drop in…
Business News
CPO Futures Contract Ended Lower on Bursa Derivatives
Crude palm oil futures on Bursa Malaysia fell due to rising output concerns, soybean market sluggishness, and reduced biodiesel margins
Business News
Blue chips valuation remains reasonable
Crude oil prices were mostly higher with the Brent crude closing in to the USD87/barrel but blue chips valuation remains stable
Crude Palm Oil
Selling persisted on Bursa but crude palm oil up
Crude palm oil futures on Bursa Malaysia rose due to lower production forecasts and stronger soybean oil prices but there was selling on the…