Southeast Asia's Palm Oil Growers May See Higher 1Q Earnings -- Market Talk

Dow Jones

2025/05/14

0200 GMT - Southeast Asia's plantation sector is expected to post stronger 1Q earnings, supported by higher crude palm oil and palm kernel prices, RHB analysts say in a note. They forecast earnings for companies under coverage to be largely in line, although 1Q results may be flat sequentially due to seasonal output dips. Output is ramping up toward the peak season, and CPO's wide discount to rival oils is expected to spur buying, they say. RHB maintains its 2025 CPO price forecast at 4,300 ringgit/ton and views sector valuations as inexpensive. It maintains an overweight rating on Southeast Asia's plantation sector, noting that while near-term volatility is expected, the outlook remains constructive. Top picks include Johor Plantations, Sarawak Oil Palms, Bumitama Agri, London Sumatra Indonesia and SD Guthrie. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

May 13, 2025 22:00 ET (02:00 GMT)

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They forecast earnings for companies under coverage to be largely in line, although 1Q results may be flat sequentially due to seasonal output dips. Output is ramping up toward the peak season, and CPO's wide discount to rival oils is expected to spur buying, they say. RHB maintains its 2025 CPO price forecast at 4,300 ringgit/ton and views sector valuations as inexpensive. It maintains an overweight rating on Southeast Asia's plantation sector, noting that while near-term volatility is expected, the outlook remains constructive. Top picks include Johor Plantations, Sarawak Oil Palms, Bumitama Agri, London Sumatra Indonesia and SD Guthrie. (yingxian.wong@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 13, 2025 22:00 ET (02:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Southeast Asia's Palm Oil Growers May See Higher 1Q Earnings -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoutheast Asia's Palm Oil Growers May See Higher 1Q Earnings -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-14 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0200 GMT - Southeast Asia's plantation sector is expected to post stronger 1Q earnings, supported by higher crude palm oil and palm kernel prices, RHB analysts say in a note. They forecast earnings for companies under coverage to be largely in line, although 1Q results may be flat sequentially due to seasonal output dips. Output is ramping up toward the peak season, and CPO's wide discount to rival oils is expected to spur buying, they say. RHB maintains its 2025 CPO price forecast at 4,300 ringgit/ton and views sector valuations as inexpensive. It maintains an overweight rating on Southeast Asia's plantation sector, noting that while near-term volatility is expected, the outlook remains constructive. Top picks include Johor Plantations, Sarawak Oil Palms, Bumitama Agri, London Sumatra Indonesia and SD Guthrie. (yingxian.wong@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 13, 2025 22:00 ET (02:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"P8Z.SI","symbol_name":"布米达马农业","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2535505158","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2535505158","pubTimestamp":1747188000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0200 GMT - Southeast Asia's plantation sector is expected to post stronger 1Q earnings, supported by higher crude palm oil and palm kernel prices, RHB analysts say in a note. They forecast earnings for companies under coverage to be largely in line, although 1Q results may be flat sequentially due to seasonal output dips. Output is ramping up toward the peak season, and CPO's wide discount to rival oils is expected to spur buying, they say. RHB maintains its 2025 CPO price forecast at 4,300 ringgit/ton and views sector valuations as inexpensive. It maintains an overweight rating on Southeast Asia's plantation sector, noting that while near-term volatility is expected, the outlook remains constructive. Top picks include Johor Plantations, Sarawak Oil Palms, Bumitama Agri, London Sumatra Indonesia and SD Guthrie. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"P8Z.SI":"布米达马农业"},"translate_title":"东南亚棕榈油种植者第一季度盈利可能会更高——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"P8Z.SI":0.9},"content_text":"0200 GMT - Southeast Asia's plantation sector is expected to post stronger 1Q earnings, supported by higher crude palm oil and palm kernel prices, RHB analysts say in a note. They forecast earnings for companies under coverage to be largely in line, although 1Q results may be flat sequentially due to seasonal output dips. Output is ramping up toward the peak season, and CPO's wide discount to rival oils is expected to spur buying, they say. RHB maintains its 2025 CPO price forecast at 4,300 ringgit/ton and views sector valuations as inexpensive. It maintains an overweight rating on Southeast Asia's plantation sector, noting that while near-term volatility is expected, the outlook remains constructive. Top picks include Johor Plantations, Sarawak Oil Palms, Bumitama Agri, London Sumatra Indonesia and SD Guthrie. (yingxian.wong@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 13, 2025 22:00 ET (02:00 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}