Boosting replanting, cost factors key for planters
Budget 2027 is expected to focus on boosting replanting among independent smallholders, while the plantation industry could also seek relief from rising operating costs through changes to the windfall profit levy (WPL) and a more measured approach to minimum wage increases.
Malaysia aims to grow exports of higher-value palm oil products to India, says Noraini
Malaysia is looking to grow exports of higher-value palm oil products to India as vegetable oil demand remains strong in the top importing country..
Higher production costs to weigh on United Malacca
PETALING JAYA: Analysts have lowered their financial year ending April 30, 2027 (FY27) earnings forecast for plantation company United Malacca Bhd by 19% after factoring in higher production costs and a higher effective tax rate.
Plantation stocks face El Nino reality check
PETALING JAYA: Plantation stocks may be entering a period where the market's expectations of higher crude palm oil (CPO) prices are increasingly being tested against actual fresh fruit bunch (FFB) production, as investors look for evidence that El Nino will translate into tighter supply and stronger earnings.
United Malacca 1QFY27 weighed by weaker FFB production
PETALING JAYA: United Malacca Bhd expects fresh fruit bunch (FFB) production to remain stable for the financial year ending April 30, 2027 (FY2027), supported by a better plantation age profile and improving operational efficiency, although an anticipated super El Nino could affect production in the second half.
CPO strength, iSPOC set to boost Johor Plantations’ FY27 margins
PETALING JAYA: Johor Plantations Group Bhd (JPG) is expected to benefit from a tighter crude palm oil (CPO) supply outlook, with stronger realised prices potentially supporting margins and earnings into financial year 2027 (FY27).
Mixed outcomes seen for Malaysian palm oil industry
PETALING JAYA: Malaysia's oil palm industry stands to both gain and lose from the European Union Deforestation Regulation (EUDR), which comes into force for large and medium operators on Dec 30 this year and for smaller enterprises by mid‑2027.
Clearing the air on accountability
In the ongoing haze crisis, most of the blame is placed on Indonesian parties. However, could there also be Malaysian entities involved?
Palm oil production in 2H26 set to remain firm
The palm oil production is expected to remain seasonally firm over the next two to three months as the industry enters its peak-crop period.
Supportive outlook for the plantation sector
PETALING JAYA: The plantation sector's outlook remains supportive as elevated crude palm oil (CPO) prices are expected to persist through the second half of 2026 (2H26), underpinned by tightening supply and resilient demand, according to Hong Leong Investment Bank (HLIB) Research.
