bullish
SSMS IJ - Navigating the Palm Oil Cycle with Cost Leadership
As of FY24E, the nucleus’s average plant age stands at 15.7 years, with ~77% of the plantation area in its prime age (8-19 years).
What is covered in the Full Insight:
- Company profile
- Business Model
- Industry Overview
- Site Visit Notes
- Investment Thesis
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 28-minute read)
Related Insights
More »- SSMS IJ - Navigating the Palm Oil Cycle with Cost Leadership
- Morning Views Asia: Anton Oilfield, Sawit Sumbermas Sarana
- Morning Views Asia: China South City, Country Garden Holdings Co
- Morning Views Asia: China Oil And Gas, CIFI Holdings, Road King Infrastructure, Sawit Sumbermas Sarana
- Morning Views Asia: China Aoyuan Property, Country Garden Holdings Co, Lenovo, Sawit Sumbermas Sarana
Trending Collections
More »Trending Insights
More »- Horizon Robotics Placement - Momentum Is Strong but Raising Seems Opportunistic
- Toyota Industries (6201 JP): Thoughts on Intrinsic Value
- The Art of the Trade War: XI WATCHES AS TRUMP SERVES TACOS
- Foshan Haitian Flavouring & Food (3288 HK): Offering Details & Index Inclusion
- Kioxia IPO Lockup Expiry - US$6.7bn Release, with Shareholders Eager to Sell
Top Unpaywalled Insights
More »- Bearishness Persist in Soybeans Despite Rebound Hopes
- Curator's Cut: The Next Labubu, Crypto Equities and Tracking APAC Buybacks
- [IO Technicals 2025/23] Bearish Momentum Persists
- VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
- Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
Discussions
(Paid Plans Only)
x