First Resources

Broker’s Digest: Venture Corp, Civmec, OCBC, The Hour Glass, First Resources - THE EDGE SINGAPORE

Broker's Calls

Broker's Digest: Venture Corp, Civmec, OCBC, The Hour Glass, First Resources

Stocks to watch this week: OCBC, First Resources, The Hour Glass, and more.

Broker's Calls

UOBKH adds Singtel, First Resources, Keppel to Alpha Picks, replaces Nanofilm with Venture

UOBKH's Alpha Picks outperformed the Straits Times Index (STI) in October, declining 1% against the STI’s 1.2% fall.
UOBKH upgrades First Resources to 'buy' amid rebound in CPO prices - THE EDGE SINGAPORE

Broker's Calls

UOBKH upgrades First Resources to 'buy' amid rebound in CPO prices

The analysts expect First Resources to report stronger sales volume for its 3QFY2022.

Insider moves

Oxley Holdings and First Resources in active share buybacks

Oxley plans to distribute its shares in Aspen to shareholders

Broker's Calls

First Resources to clear inventory build-up in 2HFY2022, RHB maintains 'neutral'

RHB believes First Resources is fairly valued, trading at 7x 2023 P/E — in line with its peer range of 6x-11x.
RHB revises down CPO price assumptions, lowers target prices of planters under coverage - THE EDGE SINGAPORE

Broker's Calls

RHB revises down CPO price assumptions, lowers target prices of planters under coverage

Given expectations of volatile CPO prices, RHB is favouring Wilmar due to its integrated and diversified business model.
Indonesia's temporary export levy suspension to immediately increase domestic CPO and FFB prices: UOB KH - THE EDGE SINGAPORE

Broker's Calls

Indonesia's temporary export levy suspension to immediately increase domestic CPO and FFB prices: UOB KH

Indonesia had announced the temporary levy suspension from July 15 to August 31 to boost exports and increase domestic prices.

Broker's Calls

Indonesia's B35 mandate may not effectively lower stocks in the near term: CGS-CIMB

The B35 policy, effective on July 20, is aimed at reducing palm oil inventories in Indonesia.

Broker's Calls

Higher biodiesel mandate in Indonesia medium-term positive for Indonesian biodiesel producers: CGS-CIMB

The plan would allow the producers such as Wilmar, Golden Agri and First Resources to expand their revenues and earnings base.
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