Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand
While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually...
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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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Golden Agri & Wilmar – Avoid till the Smoke Clears
INVESTMENT CONCLUSION: We recommend avoiding shares linked to the Indonesian plantation sector, like Golden Agri Resources (GGR SP) and Wilmar...
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Eagle High Plantations: ‘A Return to Profits’…but Deleveraging to Be Prioritised
INVESTMENT CONCLUSION: We recently met with the IR manager of Eagle High Plantations Tbk P (BWPT IJ). The company’s message called for a return to...
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Eagle High Plantations (BWPT IJ) - A Production Frenzy - On the Ground in J-Town
A conversation this week with the management of Eagle High Plantations Tbk P (BWPT IJ) revealed an altogether more positive picture, with fruit...
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