palm oil

Analysts trim target prices on Wilmar following lower-than-expected 3QFY2024 - THE EDGE SINGAPORE

Broker's Calls

Analysts trim target prices on Wilmar following lower-than-expected 3QFY2024

Fequent share buybacks by Wilmar’s chairman and CEO, Kuok Khoon Hong has demonstrated the management's confidence in the company
Golden-Agri Resources reports 1QFY2024 earnings of US$37 mil, down 60% y-o-y - THE EDGE SINGAPORE

Results

Golden-Agri Resources reports 1QFY2024 earnings of US$37 mil, down 60% y-o-y

Supply constraints will gradually ease in the coming quarters

Broker's Calls

OCBC raises fair value for Bumitama Agri to 78.5 cents on well-supported palm oil prices

Bumitama, with a consensus yield estimate of 6%, is increasingly seen as a yield play as well
UOB Kay Hian cuts Wilmar's target price following alleged alleged palm oil case in China - THE EDGE SINGAPORE

Broker's Calls

UOB Kay Hian cuts Wilmar's target price following alleged palm oil case in China

UOB Kay Hian has kept its FY2023 earnings estimate but a lower valuation multiple has been applied

Company in the news

Wilmar unit denies involvement in alleged China palm oil fraud

Yihai Kerry Arawana Holdings is a leading food processor in China

Commodities

Watch out for Godzilla El Niño

Like Godzilla, El Niño can cause immense destruction
Bumitama Agri’s 1QFY2023 results within expectations, RHB trims TP to 60 cents - THE EDGE SINGAPORE

Broker's Calls

Bumitama Agri’s 1QFY2023 results within expectations, RHB trims TP to 60 cents

Bumitama Agri may deliver better earnings in 2HFY2023 compared to 1HFY2023.
Golden Agri's 1QFY2023 earnings down by half with palm oil prices 'normalised' - THE EDGE SINGAPORE

Results

Golden Agri's 1QFY2023 earnings down by half with palm oil prices 'normalised'

Prices dropped by 37% to US$990 per tonne, following a record FY2022's US$1,579

M&A

Mewah International acquires Indonesian palm oil facility operator for IDR102 bil

The net asset value of the shares being acquired is approximately IDR73 billion.
Adijanto family offers to take Global Palm Resources private with 25 cents a share offer - THE EDGE SINGAPORE

Company in the news

Adijanto family offers to take Global Palm Resources private with 25 cents a share offer

The offeror reserves the right to revise the terms of the offer.
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