Southeast Asia Plantations: El Niño’s Back, with a Vengeance?
The El Niño is back and is likely to evolve into a severe event, resulting in significant oil palm yield compression. Plantations are cheap, even...
942 Views
Primer: PP London Sumatra Indonesia (LSIP IJ) - Mar 2026
LSIP is a major Indonesian upstream plantation company with a strong focus on palm oil, poised to benefit from favorable long-term demand for...
109 Views
IDX30/LQ45/IDX80 Index Rebalance: Big Impact for BREN on Friday
There are 2 constituent changes for the IDX30 Index, 1 for the LQ45 Index, and 3 for the IDX80 Index to be implemented at the close on 30 January....
387 Views
Plantation Sectoral Update June 26, 2025
Aggregate FFB production of plantation companies under our coverage reached 1,844k tons in 1Q25, reflecting modest growth of +0.9% YoY (vs 1,827k...
434 Views
Plantation Sectoral Update November 15, 2024
We anticipate flat CPO output in FY25F, attributed to another year of La Nina. On the flip side, export volume is expected to weaken amid solid...
709 Views