Bumitama Agri (BAL)

Bumitama Agri reports earnings of $116.7 mil in 2HFY2021 - THE EDGE SINGAPORE

Results

Bumitama Agri reports earnings of $116.7 mil in 2HFY2021

Shares in BAL closed at 73.5 cents on Feb 25.
RHB raises TP for Bumitama Agri as it benefits from inventory drawdowns - THE EDGE SINGAPORE

Broker's Calls

RHB raises TP for Bumitama Agri as it benefits from inventory drawdowns

RHB Group Research has maintained its “neutral” rating on Bumitama Agri with a higher TP of 57 cents.
Analysts increase TPs for Bumitama following positive 1H21 results  - THE EDGE SINGAPORE

Broker's Calls

Analysts increase TPs for Bumitama following positive 1H21 results

Analysts at Maybank Kim Eng and RHB increased their TPs to 93 cents and 47 cents, respectively.
Wilmar, First Resources, Bumitama Agri among analysts' top plantation picks - THE EDGE SINGAPORE

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.
Bumitama Agri posts 51.9% higher earnings for 2H20 of $64.3 mil on higher revenue, fair value changes - THE EDGE SINGAPORE

Results

Bumitama Agri posts 51.9% higher earnings for 2H20 of $64.3 mil on higher revenue, fair value changes

For the FY2020, earnings surged 64.1% to IDR1.13 trillion, from IDR686.31 million a year ago.

Agriculture / Hotels / Restaurants

Green shoots emerging from the ashes of Covid-19 in palm oil sector

While plantation stocks are typically strongly correlated with CPO, only Wilmar International’s share price has a meaningful gain.
Bumitama Agri reports 48.8% increase in 9M earnings of $59.9 mil - THE EDGE SINGAPORE

Results

Bumitama Agri reports 48.8% increase in 9M earnings of $59.9 mil

Gross profit margin was up 18.2 percentage points y-o-y to 25.3%.

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.

Broker's Calls

Malaysia’s zero export duty tax bodes well for First Resources, Golden Agri; but not Bumitama: RHB

The reduction of Malaysia’s export duty on crude palm oil (CPO) to zero in June from 4.5% in May has a contrasting impact on several Singapore-listed and Indonesia-based palm oil companies.

Investing ideas

Wilmar's China consumer sales steady throughout lockdown

Wilmar leads the pack following a good 1Q20 start for palm oil, but Golden Agri Resources falls back into the red.
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