Bumitama Agri

Broker's Calls

Disconnect between CPO and share prices to remain due to ESG concerns: RHB

The analyst kept a "buy" call for Wilmar International and a “neutral” call for the remaining three SG-listed stocks covered
RHB raises TP for Bumitama Agri as it benefits from inventory drawdowns - THE EDGE SINGAPORE

Broker's Calls

RHB raises TP for Bumitama Agri as it benefits from inventory drawdowns

RHB Group Research has maintained its “neutral” rating on Bumitama Agri with a higher TP of 57 cents.
DBS positive on Bumitama Agri, expects ‘meaningful selling price recovery’ in 2H21 results - THE EDGE SINGAPORE

Broker's Calls

DBS positive on Bumitama Agri, expects ‘meaningful selling price recovery’ in 2H21 results

DBS expects "stellar earnings" from BAL in 2HFY2021, since it has no hedging exposure.
Analysts increase TPs for Bumitama following positive 1H21 results  - THE EDGE SINGAPORE

Broker's Calls

Analysts increase TPs for Bumitama following positive 1H21 results

Analysts at Maybank Kim Eng and RHB increased their TPs to 93 cents and 47 cents, respectively.
RHB favours First Resources despite sector wide ESG concerns - THE EDGE SINGAPORE

Broker's Calls

RHB favours First Resources despite sector wide ESG concerns

Shares of palm oil companies have “retreated even further” despite CPO prices having breached the RM4,000 level lately, says RHB.

Broker's Calls

Bumitama Agri's ESG goals keep it at 'buy'

Bumitama Agri's sustainability efforts are paying off and MKE is keeping a 'buy' call on the stock.
RHB stays ‘neutral’ on Bumitama after weaker than expected 1Q results - THE EDGE SINGAPORE

Broker's Calls

RHB stays ‘neutral’ on Bumitama after weaker than expected 1Q results

The brokerage has also retained its FY2021-FY2023 earnings forecasts for the company.
Bumitama Agri posts 36% decline in earnings for 1Q21 - THE EDGE SINGAPORE

Results

Bumitama Agri posts 36% decline in earnings for 1Q21

Despite a 14.4% increase in revenue for the period, gross profit fell by 6% y-o-y to IDR507.1 mil.
Analysts downgrade Bumitama on forward sales contract blunder - THE EDGE SINGAPORE

Broker's Calls

Analysts downgrade Bumitama on forward sales contract blunder

RHB says Bumitama would be selling CPO at close to cash-cost levels for January and February 2021 given the current tax structure.
Bumitama Agri’s earnings rebound not priced in, says DBS - THE EDGE SINGAPORE

Broker's Calls

Bumitama Agri’s earnings rebound not priced in, says DBS

"We believe that it is one of the best proxies for recovery of CPO prices in the market." - William Simadiputra, Woon Bing Yong
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