CPO strength, iSPOC set to boost Johor Plantations’ FY27 margins
PETALING JAYA: Johor Plantations Group Bhd (JPG) is expected to benefit from a tighter crude palm oil (CPO) supply outlook, with stronger realised prices potentially supporting margins and earnings into financial year 2027 (FY27).
Mixed outcomes seen for Malaysian palm oil industry
PETALING JAYA: Malaysia's oil palm industry stands to both gain and lose from the European Union Deforestation Regulation (EUDR), which comes into force for large and medium operators on Dec 30 this year and for smaller enterprises by mid‑2027.
Clearing the air on accountability
In the ongoing haze crisis, most of the blame is placed on Indonesian parties. However, could there also be Malaysian entities involved?
Palm oil production in 2H26 set to remain firm
The palm oil production is expected to remain seasonally firm over the next two to three months as the industry enters its peak-crop period.
Supportive outlook for the plantation sector
PETALING JAYA: The plantation sector's outlook remains supportive as elevated crude palm oil (CPO) prices are expected to persist through the second half of 2026 (2H26), underpinned by tightening supply and resilient demand, according to Hong Leong Investment Bank (HLIB) Research.
Corporate Malaysia beats the war blues
Corporate Malaysia has held up better than feared in the second quarter of financial year 2026 (2Q26), delivering a respectable earnings season despite the economic and market shockwaves from the US-Iran war.
Robust biodiesel demand set to buoy CPO price
The plantation sector is set to benefit from tighter edible oil supplies and firmer demand for biodiesel, with crude palm oil (CPO) prices likely to remain elevated over the next 12 months.
Plantation outlook brightens on demand
The plantation sector's outlook remains positive as crude palm oil (CPO) prices are expected to stay supported by Indonesia's B50 biodiesel mandate, firm energy prices and demand from India, says TA Research.
Higher CPO prices set to uplift IOI Corp
Analysts see IOI Corp Bhd's earnings outlook brightening as it heads into financial year 2027 (FY27), underpinned by higher average crude palm oil (CPO) prices and sustained fresh fruit bunch (FFB) output growth.
KLK outlook brightens on higher CPO prices
Analysts mostly remain positive on Kuala Lumpur Kepong Bhd's (KLK) prospects, given stronger plantation earnings amid higher crude palm oil (CPO) prices and supply tightening factors.
