Pogo spread catalyst for plantation sector
Analysts have upgraded their sector stance for the plantation sector to "tactical positive" from "neutral", supported by the emergence of renewed catalyst from the discount of palm oil-gas oil or the Pogo spread.
If I were a woman planter in an oil palm estate
IF I were a woman planter in an oil palm estate, I would learn very quickly that estates do not clap. They flood. They fruit. They frustrate. But they do not clap.
Plantation output poised for 2026 rebound
The plantation sector enters 2026 against a backdrop of evolving policy dynamics, shifting climate risks and changing global trade flows, says TA Research.
Robust earnings for Malaysia-centric planters
The plantation sector's upcoming fourth quarter results for 2025 (4Q25) will likely show disparity in the earnings trends between Malaysia-and Indonesia-centric planters, according to analysts.
SD Guthrie warns dry spell may hinder its first-quarter palm oil growth in Malaysia
KUALA LUMPUR: SD Guthrie Bhd, one of the world's largest palm oil producers, on Tuesday warned that dry weather in Malaysia could curb its first-quarter production growth after a robust December quarter.
WWF-Malaysia, SD Guthrie launch Sabah palm oil pilot
KUALA LUMPUR: World Wide Fund for Nature, Malaysia (WWF-Malaysia) and SD Guthrie Bhd have launched a five-year regenerative agriculture pilot for palm oil in Sabah, marking the first initiative of its kind in the industry.
Planters 4Q25 results likely within expectations
The plantation sector's upcoming results for the fourth quarter of financial year 2025 (4Q25) will likely be broadly in line with expectations despite weaker year-on-year (y-o-y) upstream segment performance.
Price correction looms for plantation sector
The plantation sector is no longer lagging the valuations of the broader benchmark FBM KLCI, as it trades at some 16 times the price-to-earnings ratio.
Lower earnings forecast for plantation companies
Earnings in the plantation sector are expected to contract by 5.6% year‑on‑year in 2026, following an estimated 15.6% increase in 2025, according to Affin Hwang Investment Bank Research (Affin Hwang IB).
US clears FGV to export palm following WRO modification
KUALA LUMPUR: The United States has cleared FGV Holdings Bhd (FGV) to export palm oil and palm oil products to the US effective Jan 15 2026, following the modification of the Withhold Release Order (WRO).
