First Resources

Broker's Calls

RHB raises CPO price assumptions, upgrades Bumitama to ‘buy’

Overall, the analysts expect prices to stay higher in 1H2025, trading at RM4,400 to RM4,800 per tonne before moderating in 2H2025.

Broker's Calls

RHB maintains 'neutral' on plantation sector, updates ESG scores

While RHB has kept the target prices for most of the planters unchanged, the analysts have trimmed Wilmar’s target price to $3.30.

Broker's Calls

Analysts mixed on First Resources as strong earnings pick-up pulled down by downstream unit

FR's refining margins will only turn positive if prices move up and demand improves, the analyst highlights.

Results

First Resources’ 1QFY2024 net profit soars 86.6% y-o-y to US$36.1 mil

Ebitda rose 26% to US$69.4 million on the back of a 6.2% increase in sales to US$210.5 million.

Results

First Resources’ FY2023 net profit declines 55.3% y-o-y to US$145.4 mil on softer CPO prices

The effects of softer CPO prices were partially mitigated by an improvement in the overall sales volume.

Company in the news

First Resources acquires Riau plantation assets for IDR1.9 tril

First Resources says the addition of these plantation assets marks a significant step in its expansion strategy.
First Resources’ bidding price for assets in Riau reasonable: RHB - THE EDGE SINGAPORE

Broker's Calls

First Resources’ bidding price for assets in Riau reasonable: analysts

The analysts do not expect to see any earnings contribution from the acquired assets in the next three years.

M&A

First Resources acquires plantation for $162.9 mil

First Resources wins $162.9 million bid to acquire a 17,600 hectares plantation in Indonesia.
RHB upgrades Bumitama to 'buy', maintains 'neutral' on First Resources with lower TP - THE EDGE SINGAPORE

Broker's Calls

RHB upgrades Bumitama to 'buy', maintains 'neutral' on First Resources with lower TP

The analysts have raised Bumitama's FY2023 earnings estimate by 30%.
UOBKH upgrades plantation sector to 'overweight' on share price strengthening expectations - THE EDGE SINGAPORE

Broker's Calls

UOBKH upgrades plantation sector to 'overweight' on share price strengthening expectations

The upgrade also factors in operating margin expansion in 2H2023 and 2024.
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