La Nina

Commodities

Soft exports to keep lid on CPO prices for now, says DBS

SINGAPORE (Dec 21): La Nina is making a return bringing with her above-average rainfall for planters in the coming months.

Broker's Calls

Limited downside risks for Wilmar, but no catalysts for share price recovery either: RHB

SINGAPORE (Dec 13): RHB Research is maintaining its “neutral” call on Wilmar International with a lower target price of $3.31 compared to $3.33 previously, after applying a lower target 12 times FY18F P/E for the plantation segment to factor in the sh

DBS looks into 2017

Plantation stocks are counting on these 3 things for a bountiful year

SINGAPORE (Dec 20): DBS Vickers Securities has upgraded its view on the plantation sector to “neutral” on improving fundamentals, as well as expectations of yield recovery and steady prices to boost the earnings of plantation companies in FY17F.

Turning La Niña from investment bane to boon

SINGAPORE (Aug 23): Understanding La Niña weather patterns would greatly benefit investors in discovering emerging opportunities and ideas, says Deutsche Bank.

In print this week

Good weather returns to the palm oil sector

SINGAPORE (July 25): Emerging signs of La Niña — the cool, wet weather phase that brings plenty of rain to Southeast Asia — could spell relief for oil palm planters.

Broker's Calls

Neutral from La Nina

SINGAPORE (July 13): Maybank Kim Eng is maintaining its “neutral” call on the plantations sector, given weak demand for crude palm oil (CPO) from major importing companies have placed a dampener on prices.

Weather may fix Singapore haze as Indonesia makes scant progress

(June 15): Indonesian officials don’t expect a repeat of the forest fires that cloaked Southeast Asia in a thick haze last year, though that may be due more to favourable weather than progress in addressing the underlying causes of the blazes.
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