First Resources (FR)

Results

First Resources reports 1QFY2022 earnings of US$73.6 mil, 8.4 times higher y-o-y

The higher figures were attributable to the stronger average selling prices (ASPs) despite lower sales volumes.

Results

First Resources sees 2HFY2021 double to $174.0 mil; proposes final dividend of 5.1 cents

The final dividend of 5.10 cents per share is the highest since the group’s listing.
DBS downgrades First Resources to 'hold' citing limited further upside potential  - THE EDGE SINGAPORE

Broker's Calls

DBS downgrades First Resources to 'hold' citing limited further upside potential

First Resources' share price climbed 32% year-to-date, outperforming its plantation peers.
India's cut in duties on CPO is slightly positive for counters such as First Resources and Wilmar: CGS-CIMB - THE EDGE SINGAPORE

Broker's Calls

India's cut in duties on CPO is slightly positive for counters such as First Resources and Wilmar: CGS-CIMB

The CGS-CIMB analysts have kept “add” on both First Resources and Wilmar with target price estimates of $1.69 and $6.15.
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.
Seeking prosperity in palm oil - THE EDGE SINGAPORE

Stocks To Watch

First Resources: Seeking prosperity in palm oil

There is consensus among analysts that First Resources will be a top pick going into the Year of the Ox.
Bright spots in palm oil industry despite higher Indian CPO duties - THE EDGE SINGAPORE

Broker's Calls

Bright spots in palm oil industry despite higher Indian CPO duties

The rising costs of refining palm oil in India could see refiners in Indonesia could becoming more competitive.

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.

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.
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