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Plantation stocks
Tong's Portfolio
Critical to consider management’s capabilities and integrity in evaluating stocks
Last week, we wrote about how the Covid-19 pandemic was testing times for businesses, given the high degree of uncertainties.
July 06, 2023
Broker's Calls
Analysts remain 'underweight' on plantation sector, citing dampened valuations and shrinking earnings expectations
RHB Group Research analyst maintains “underweight” on the plantation sector, with a "buy" call for Wilmar International
January 11, 2022
Broker's Calls
RHB maintains 'underweight' on plantation sector, citing weather risk
Although fundamentals still point to moderating prices in 2022, the risk of La Niña could keep prices higher for longer.
November 10, 2021
Broker's Calls
Weak demand, labour issues weigh heavy on plantation stocks: analysts
"In 2Q2021, we saw a mix of results regionally, with six in line, five above and two below."
September 14, 2021
Broker's Calls
Wilmar, First Resources, Bumitama Agri among analysts' top plantation picks
RHB has maintained 'neutral' on the plantation sector and 'buy' on Wilmar while DBS has kept 'buy' on Wilmar, FR and BAL.
March 15, 2021
Broker's Calls
Plantation stocks good value amid crude palm oil rally, says RHB Research
Earnings are likely to be stronger y-o-y in 2020 and 2021 assuming a higher CPO price of MYR2500/tonne.
July 28, 2020
Broker's Calls
3 plantation stocks that will surmount the Covid-19 outbreak: DBS
Although cheap prices might be enough to lure investors in, Simadiputra advises investors to focus on quality stocks with solid fundamentals such as Bumitama Agri, Wilmar or First Resources.
April 13, 2020
Investing ideas
3 top plantation picks to harvest as palm oil stages rebound: DBS
SINGAPORE (Dec 10): The storm looks to have blown over for palm oil players.
December 10, 2019
DBS 2019 stock market outlook
Singapore plantation sector set to rebound in 2019: DBS
SINGAPORE (Dec 18): DBS Research has an “overweight” rating on the Singapore plantation sector with Bumitama Agri, First Resources (FR) and Wilmar as its top “buy” picks.
December 18, 2018