Bumitama Agri May Serve as Proxy for Rebound in Crude Palm Oil Prices -- Market Talk

Dow Jones

01/19

0821 GMT - Palm oil producer Bumitama Agri is likely to serve as a proxy for rebounding crude palm oil prices, Macquarie analysts Amanda Foo and Hanel Tan say in a note. The Singapore-listed company's 100% upstream exposure provides high earnings leverage to palm oil prices, they say. Given current weakness in palm oil prices is likely temporary, the analysts see potential for Bumitama's stock to re-rate over several months. They expect Bumitama to post 2025-2026 adjusted profit of S$224 million-S$236 million. "We estimate a MYR100/ton change in crude palm oil price could lift earnings by 7%, all else equal," they add. Macquarie initiates coverage of Bumitama with an outperform rating and S$1.70 target price. Shares fall 0.8% to S$1.27. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 19, 2026 03:21 ET (08:21 GMT)

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The Singapore-listed company's 100% upstream exposure provides high earnings leverage to palm oil prices, they say. Given current weakness in palm oil prices is likely temporary, the analysts see potential for Bumitama's stock to re-rate over several months. They expect Bumitama to post 2025-2026 adjusted profit of S$224 million-S$236 million. \"We estimate a MYR100/ton change in crude palm oil price could lift earnings by 7%, all else equal,\" they add. Macquarie initiates coverage of Bumitama with an outperform rating and S$1.70 target price. Shares fall 0.8% to S$1.27. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 19, 2026 03:21 ET (08:21 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UCO","symbol_name":"二倍做多彭博原油ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2604895881","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2604895881","pubTimestamp":1768810860,"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":"0821 GMT - Palm oil producer Bumitama Agri is likely to serve as a proxy for rebounding crude palm oil prices, Macquarie analysts Amanda Foo and Hanel Tan say in a note. The Singapore-listed company's 100% upstream exposure provides high earnings leverage to palm oil prices, they say. Given current weakness in palm oil prices is likely temporary, the analysts see potential for Bumitama's stock to re-rate over several months. They expect Bumitama to post 2025-2026 adjusted profit of S$224 million-S$236 million. \"We estimate a MYR100/ton change in crude palm oil price could lift earnings by 7%, all else equal,\" they add. Macquarie initiates coverage of Bumitama with an outperform rating and S$1.70 target price. Shares fall 0.8% to S$1.27. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"UCO":"二倍做多彭博原油ETF","BK4570":"地缘局势概念股","BK6509":"食品和饮料股","BK6095":"农产品","P8Z.SI":"布米达马农业","BK4588":"碎股","USO":"美国原油ETF","BK4585":"ETF&股票定投概念","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SCO":"二倍做空彭博原油指数ETF"},"translate_title":"Bumitama Agri可能成为毛棕榈油价格反弹的代表——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SCO":0.6,"UCO":0.6,"USO":0.9,"P8Z.SI":0.9},"content_text":"0821 GMT - Palm oil producer Bumitama Agri is likely to serve as a proxy for rebounding crude palm oil prices, Macquarie analysts Amanda Foo and Hanel Tan say in a note. The Singapore-listed company's 100% upstream exposure provides high earnings leverage to palm oil prices, they say. Given current weakness in palm oil prices is likely temporary, the analysts see potential for Bumitama's stock to re-rate over several months. They expect Bumitama to post 2025-2026 adjusted profit of S$224 million-S$236 million. \"We estimate a MYR100/ton change in crude palm oil price could lift earnings by 7%, all else equal,\" they add. Macquarie initiates coverage of Bumitama with an outperform rating and S$1.70 target price. Shares fall 0.8% to S$1.27. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 19, 2026 03:21 ET (08:21 GMT)\n\n\n  Copyright (c) 2026 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}