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palm oil
Results

First Resources reports underlying net profit of US$239.6 million, up 58% y-o-y
The company attributed the growth in revenue and profit to sustained palm oil prices and higher production volumes.
November 14, 2025
Broker's Calls

OCBC raises target price for Golden Agri-Resources on firm palm oil prices
The price of CPO is seen to rise towards RM4,453 per metric tonne in 4Q2025, before easing to around RM4,294 in 2026
September 18, 2025
Broker's Calls

OCBC's Lim raises fair value for Bumitama Agri following better than expected 1HFY2025 earnings
Bumitama Agri plans to pay an interim dividend of 3.63 cents per share for 1HFY2025, which is more than triple of that declared for 1HFY2024
August 12, 2025
Investing ideas

RHB cuts target prices across palm oil stocks; expects volatility on the outlook
First Resources is the only local palm oil stock with a "buy" call from RHB.
July 10, 2025
Commodities

Palm oil jumps above 4,000 ringgit mark to track soy oil, crude
The rally in crude oil prices due to the conflict in the Middle East is also buoying palm
June 16, 2025
Broker's Calls

Analysts stay 'buy' on Bumitama Agri but trim target prices on lowered earnings estimates from higher costs
'Had it not been for an inventory build-up in 1QFY2025, revenue and profits would have been better'
May 16, 2025
Environmental, Social and Governance

Will palm oil stocks prosper with the end of ESG?
Crude palm oil (CPO) prices have doubled since 2015 but plantation stocks have underperformed CPO ones by 69% over the same period due to ESG concerns
March 20, 2025
Plantations

Malaysia’s flooded palm problems to persist for another month
Sarawak and Sabah, the top growing states, were among the worst-hit. That spurred a more than 7% drop in stockpiles from a month earlier, missing all estimates in a Bloomberg survey.
February 24, 2025
Broker's Calls

Aletheia Capital upgrades Wilmar to 'buy' from 'sell' on higher margins and Adani JV acquisition
The company's indicated dividend yield of 5.5% is at a record high
January 10, 2025
Broker's Calls

DBS keeps 'buy' on First Resources on firmer prices and better margins
First Resources enjoys a 'favourable' age profile for its trees.
December 15, 2024








