Bumitama Agri

RHB upgrades Bumitama to 'buy', maintains 'neutral' on First Resources with lower TP - THE EDGE SINGAPORE

Broker's Calls

RHB upgrades Bumitama to 'buy', maintains 'neutral' on First Resources with lower TP

The analysts have raised Bumitama's FY2023 earnings estimate by 30%.
Cortina rides luxury watch boom; Bumitama Agri ekes out higher yields - THE EDGE SINGAPORE

Billion Dollar Club 2023

Cortina rides luxury watch boom; Bumitama Agri ekes out higher yields

Cortina has built up a robust balance sheet, strong cash position and healthy operational cash flow
Bumitama demonstrates resilience in adversity - THE EDGE SINGAPORE

Billion Dollar Club 2023

Bumitama demonstrates resilience in adversity

Bumitama continues to explore new technologies to assist its precision agronomy initiatives.
UOBKH upgrades plantation sector to 'overweight' on share price strengthening expectations - THE EDGE SINGAPORE

Broker's Calls

UOBKH upgrades plantation sector to 'overweight' on share price strengthening expectations

The upgrade also factors in operating margin expansion in 2H2023 and 2024.

Broker's Calls

DBS keeps 'buy' on Bumitama Agri and First Resources amid CPO price recovery

Global palm oil price recovery in 2H2023 and 2024 will be supported by decent soybean oil price outlook.

Broker's Calls

Plantation sector earnings to decline further in 2QFY2023, analysts maintain 'neutral'

Earnings should be lifted in 2HFY2023 as productivity improves and costs moderate.
Bumitama Agri’s 1QFY2023 results within expectations, RHB trims TP to 60 cents - THE EDGE SINGAPORE

Broker's Calls

Bumitama Agri’s 1QFY2023 results within expectations, RHB trims TP to 60 cents

Bumitama Agri may deliver better earnings in 2HFY2023 compared to 1HFY2023.
Bumitama Agri's FY2022 DPS beat expectations, Maybank keeps 'buy' - THE EDGE SINGAPORE

Broker's Calls

Bumitama Agri's FY2022 DPS beat expectations, Maybank keeps 'buy'

Maybank expects Bumitama Agri to report weaker earnings y-o-y in FY2023, given a more normalised crude palm oil environment.

Broker's Calls

Analysts lower TPs for Bumitama Agri following disappointing end to the year

Earnings going forward will be boosted by inventory drawdowns in 1QFY2023, but higher unit costs and lower ASP could offset this.

Broker's Calls

Palm oil price has room to recover in 2023; Indonesia’s policies to continue playing a big role

The limited room for output expansion will prevent major price reversal.
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