Plantation Sector

Plantations: Inventory Heading Downtrend (Overweight)

Malaysia's palm oil inventories sharply declined, while CPO prices surged over 19% due to geopolitical tensions and rising demand for…

3 weeks ago

SD Guthrie: Strong CPO Prices to Cushion Rising Costs

SD Guthrie adapts to geopolitical tensions by focusing on renewable energy and industrial land development, with optimistic CPO prices offsetting…

1 month ago

Kim Loong Resources: Now Supported by decent FFB growth

Kim Loong Resources reported a 17.9% net profit decline in 4QFY26 due to lower palm product prices and increased costs,…

1 month ago

Sime Darby Plantation Reports Solid 9MFY25, Earnings on Track Despite Softer Outlook

Sime Darby Plantation’s earnings remain strong and on track, lifted by downstream gains though weather-linked risks may temper future output.

6 months ago

TH Plantations Takes Action Against CEO and CFO Over RM5.1 Million Unauthorized Payments

TH Plantations placed CEO Mohamed Zainurin on garden leave and accepted CFO Marliyana's immediate resignation following unauthorized payments investigation.

10 months ago

Malaysia Mandates TVET Training for Local Youths in Plantation Sector

Malaysia mandates plantation firms to train local youths before employing foreign workers, enhancing local skills and reducing labor dependency.

10 months ago

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,…

1 year ago

CPO Prices Hold Steady, but Low Output and High Costs Cloud Plantation Sector Outlook

MIDF Research indicates stable crude palm oil prices in March 2025, influenced by supply issues and costs, with a NEUTRAL…

1 year ago

PLANTATION – (OVERWEIGHT Maintained) Beneficiaries of High-Speed Rail Project

The High Speed Rail project benefits nearby plantation companies, with analysts recommending BUY for select firms and HOLD for SD…

1 year ago

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