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

Dow Jones

May 14, 2025

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)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2535505158"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2535505158\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2535505158?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-05-14 10:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2535505158","market":"other","top_or_hot":-1,"title":"Southeast Asia's Palm Oil Growers May See Higher 1Q Earnings -- Market Talk","media":"Dow Jones","content":"<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>","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"}}}