Golden Agri-Resources

RHB upgrades Golden Agri-Resources to 'buy' with higher TP of 33 cents - THE EDGE SINGAPORE

Broker's Calls

RHB upgrades Golden Agri-Resources to 'buy' with higher TP of 33 cents

Golden Agri’s 9MFY2022 core net profit of US$683 million exceeded expectations at 103% of the analysts’ full-year forecasts

Results

Golden Agri-Resources posts record ebitda of US$1.34 bil for 9M2022, up 62% y-o-y

The company cited higher palm oil prices partly offset by lower sales volume.
RHB raises Golden Agri earnings estimates on lower unit costs and higher downstream contributions  - THE EDGE SINGAPORE

Broker's Calls

RHB raises Golden Agri earnings estimates on lower unit costs and higher downstream contributions

RHB have kept their “neutral” call on Golden Agri with a slightly higher target price of 30 cents from 29 cents previously.
Golden Agri's 1HFY2022 earnings surge 154% to US$390 mil on the back of higher CPO prices - THE EDGE SINGAPORE

Results

Golden Agri's 1HFY2022 earnings surge 154% to US$390 mil on the back of higher CPO prices

GAR’s revenue rose 23.3% to US$5.5 billion compared to US$4.45 billion recorded in 1HFY2021.
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.

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

Analysts mixed on Golden Agri; CGS-CIMB downgrades to 'hold' due to policy concerns

Analysts are mixed on Golden Agri on the ongoing Indonesia palm oil export ban and the possibility of CPO trending lower.

Commodities

Planting the seed in green oil

A perfect storm is brewing for palm oil.
Biggest global agricultural commodity companies including Wilmar, Olam International commit to sustainability roadmap - THE EDGE SINGAPORE

Sustainability

Biggest global agricultural commodity companies including Wilmar, Olam International commit to sustainability roadmap

The companies issued a joint statement at COP26 pledging to lay out a shared roadmap consistent with a 1.5°C pathway by COP27.
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