Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes on the back of relatively stable industrial production growth seen in the January-April period. The main contribution to industrial production came from electricity production and manufacturing, while mining continued to exhibit weakness.Electricity production grew 8.9% y-o-y in May on a 3-month moving average basis compared to 9.1% y-o-y in April…

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes on the back of relatively stable industrial production growth seen in the January-April period. The main contribution to industrial production came from electricity production and manufacturing, while mining continued to exhibit weakness.Electricity production grew 8.9% y-o-y in May on a 3-month moving average basis compared to 9.1% y-o-y in April…

Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

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Equity Bottom-Up

Wilmar has been coping with protracted softness in edible oil&nbsp;prices since early 2011.Coming into 2015, slowing oil palm acreage&nbsp;growth in Indonesia and Malaysia, coupled with more favourable&nbsp;biodiesel mandates in Indonesia, stirred an upbeat mood in the&nbsp;capital market on the firm's profit recovery, but prices have&nbsp;continued to decline.We believe that an abundant soybean supply--a substitute edible&nbsp;oil source--will limit palm oil price growth over the long term.In the downstream segment, Wilmar&rsquo;s oilseed crushing and refining&nbsp;business is plagued by severe industry overcapacity.Wilmar chose to diversify toward the sugar business amid the&nbsp;turmoil in the edible oil market. By the end of 2014, its sugar&nbsp;business contributed 9.4% of total sales, up from 6.8% in 2011.&nbsp;Diversification will reduce the firm's overall exposure to edible oil&nbsp;prices. Nonetheless, sugar prices are sluggish as well.Analyst: Dan Baker

Wilmar has been coping with protracted softness in edible oil&nbsp;prices since early 2011.Coming into 2015, slowing oil palm acreage&nbsp;growth in Indonesia and Malaysia, coupled with more favourable&nbsp;biodiesel mandates in Indonesia, stirred an upbeat mood in the&nbsp;capital market on the firm's profit recovery, but prices have&nbsp;continued to decline.We believe that an abundant soybean supply--a substitute edible&nbsp;oil source--will limit palm oil price growth over the long term.In the downstream segment, Wilmar&rsquo;s oilseed crushing and refining&nbsp;business is plagued by severe industry overcapacity.Wilmar chose to diversify toward the sugar business amid the&nbsp;turmoil in the edible oil market. By the end of 2014, its sugar&nbsp;business contributed 9.4% of total sales, up from 6.8% in 2011.&nbsp;Diversification will reduce the firm's overall exposure to edible oil&nbsp;prices. Nonetheless, sugar prices are sluggish as well.Analyst: Dan Baker

Lacklustre Long-Term Edible Oil Profitability Prospects Cap our Enthusiasm for Wilmar's Renaissance.

Malaysia

Astro Malaysia Holdings Bhd is a Malaysian investment holding media and entertainment company.

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Astro Malaysia Holdings (ASTRO MK)

Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes...

Rajan Govil

Lacklustre Long-Term Edible Oil Profitability Prospects Cap our Enthusiasm for Wilmar's Renaissance.

Wilmar has been coping with protracted softness in edible oil prices since early 2011.Coming into 2015, slowing oil palm acreage growth in...

Morningstar, Inc.

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