Inflation & Slower Growth Outlook Fuels Further Selling in Global Stocks
For the 2Q22 to date, the STI has generated an 8% decline in total return, with the FTSE Developed Index declining 16%. For the quarter, the...
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Active Commodity Plays Average 60%+ YTD Return on Strong Turnover
For the first 18 weeks of 2022, eight stocks whose share price gains have been largely associated with higher commodity prices, have averaged a...
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Most Traded Agri and Food Ingredient Plays Outpace STI in 2022 YTD
In the 2022 YTD, Malaysian Crude Palm Oil Futures have rallied 17% to MYR 5,500/MT, following a 30% rally in 2021. Gains have extended to...
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Bumitama Agri: Lagging CPO Price Action; Large Special Dividend Possible at FY21 Results Briefing
Bumitama Agri will celebrate its 10 year listing anniversary in 2022. This opens the door for special dividends as high CPO prices and unhedged...
710 Views
CPO Plays Lag Palm Oil Prices As ESG Issues Weigh
KLK's reliance on its downstream operations should help reduce palm product prices. The recent acquisition of IJM also extends the age profile of...
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