0119 GMT - CIMB Securities is neutral on the arbitration for Kuala Lumpur Kepong's Indonesian subsidiary, noting management expects no material financial or operational impact. KLK's Indonesia unit PT Perindustrian Sawit Synergi faces a claim from PT Pertagas Niaga over a terminated gas supply agreement. As the case is subject to confidential arbitration, limited information is publicly available and the merits of either party's claims cannot be independently assessed at this stage, analyst Ivy Ng Lee Fang says in a note. The worst-case compensation would amount to 158.7 million ringgit, roughly 0.142 ringgit per share, or about 11% of FY 2026 forecast net profit, she reckons. CIMB maintains a buy rating on KL Kepong and keeps its target price at 23.66 ringgit. Shares are unchanged at 21.70 ringgit. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

July 05, 2026 21:19 ET (01:19 GMT)

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