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 43 Palm Oil listed Companies in Malaysia, Bursa

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TSplouffle0789
post Feb 23 2021, 12:27 PM, updated 4 months ago

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🇲🇾 Top Oil Palm Companies in Malaysia

1.SD Guthrie Bhd (KL:SDG,5285), formerly known as Sime Darby Plantation Bhd, 🌿

🏢 One of the world’s largest palm oil producers by planted area.


user posted image


Listed on: Bursa Malaysia

Known for: Integrated upstream and downstream operations.



2. IOI Corporation Berhad (IOICORP) 🌾

🌾 Represents high-yielding crops and sustainable farming.

IOI is involved in both plantations and downstream refining.

Also diversified into oleochemical manufacturing.



3. Kuala Lumpur Kepong Berhad (KLK) 🌱
2445


Batu Kawan Bhd ,1899



🌱 Stands for growth and sustainability.

Major player with global palm oil, chemical, and manufacturing operations.

Operates in Malaysia, Indonesia, and Europe.



4. FGV Holdings Berhad (FGV) 🌴

🌴 Classic oil palm tree emoji – symbolic of the core business.

One of the largest plantation operators in the world (by land area).

Previously part of FELDA – a government-linked company.


Field Details
**Company Name** BATU KAWAN BHD
**Company Registration No.** 6292 U / 196501000504
**Nature of Business** INVESTMENT HOLDING
**Date of Registration** 1965-Dec-09
**State** PERAK


KUALA LUMPUR : Shares of plantation companies on Bursa Malaysia posted an uptrend as investors rejoiced over a possible further rise in crude palm oil (CPO) price amid dwindling stocks.

At 3pm, heavyweights Kuala Lumpur Kepong Bhd jumped 70 sen to RM24.70 and Sime Darby Plantation Bhd was three sen higher at RM5.20.

Sarawak Oil Palms Bhd was 21 sen firmer at RM4.34 and IJM Plantations Bhd rose six sen to RM1.93.



TSH Resources Bhd was four sen firmer at RM1.14 while Sarawak Plantation Bhd was one sen better at RM2.25.

However, IOI Corp Bhd lost three sen to RM4.48.

The Malaysian Palm Oil Board (MPOB) today reported CPO stocks slumped 19.2% to 583,761 tonnes in December 2020 from 722,451 tonnes in November 2020.

In its monthly December 2020 report, the MPOB said CPO production slid 10.59% to 1.33 million tonnes from 1.49 million tonnes previously, while palm kernel output was 11.41% lower at 310,204 tonnes from 350,144 tonnes in November 2020.

Palm oil exports gained 24.66% to 1.62 million tonnes in December 2020 versus 1.3 million tonnes in the previous month.

The CPO futures benchmark March 2021 increased RM13 to RM3,830 per tonne at last Friday's close with the physical price for January South stood higher at RM4,030 per tonne.





AASIA (7054)

ASTRAL ASIA BERHAD
user posted image


BKAWAN (1899)MAIN

BATU KAWAN BERHAD



BATU KAWAN BERHAD was incorporated in 1965 and commenced operations as a plantation company when it took over the assets and liabilities of its UK-predecessor company, Batu Kawan Rubber and Coconuts Plantations Ltd in 1971 under a scheme of reconstruction.

Over the years, BKB has diversified from its core plantation business into the manufacturing of industrial chemicals.

In 1992, the Company sold all its plantations assets to Kuala Lumpur Kepong Berhad ("KLK"), in exchange for shares.

Kuala Lumpur Kepong Berhad ("KLK") is the BATU KAWAN BERHAD ’s largest investment in which it currently owns 47% equity stake.



QUOTE
The entire issued share capital of BPLANT will be removed from the Official List of Bursa Securities with effect from 9.00 a.m., Tuesday, 23 January 2024.


No. Ticker Company Name Stock Code
1 AASIA ASTRAL ASIA BERHAD 7054
2 BKAWAN ***** BATU KAWAN BERHAD ****** 1899
3 BLDPLNT BLD PLANTATION BHD. 5069
4 BPLANT BOUSTEAD PLANTATIONS BERHAD (delisted on 23 Jan 2024) 5254
5 CEPAT CEPATWAWASAN GROUP BERHAD 7033
6 CHINTEK CHIN TECK PLANTATIONS BERHAD 8176
7 DUTALND DUTALAND BERHAD 3948
8 FAREAST FAR EAST HOLDINGS BERHAD 5029
9 FGV ****(FGV HOLDINGS BERHAD 5222
10 GENP *****GENTING PLANTATIONS BERHAD 2291
11 GLBHD GOLDEN LAND BERHAD 2778
12 GOPENG GOPENG BERHAD 5209
13 HARNLEN HARN LEN CORPORATION BHD(JOHOR company) 6173
14 HSPLANT ***** HAP SENG PLANTATIONS HOLDINGS BERHAD ****** 3034
15 IJMPLNT IJM PLANTATIONS BERHAD (delisted on 06 Dec 2021 ) KLK Kepong buy it. 2216
16 INCKEN INCH KENNETH KAJANG RUBBER PUBLIC LTD CO 8521
17 INNO INNOPRISE PLANTATIONS BERHAD 1181
18 IOICORP *****IOI CORPORATION BERHAD ******** 1961
19 JTIASA JAYA TIASA HOLDINGS BHD 4383
20 KLK *******KUALA LUMPUR KEPONG BERHAD 2445
21 KLUANG ***KLUANG RUBBER COMPANY (MALAYA) BERHAD 2453
22 KMLOONG KIM LOONG RESOURCES BERHAD (johor company) 5027
23 KRETAM KRETAM HOLDINGS BERHAD 2208
24 KWANTAS KWANTAS CORPORATION BERHAD 6572
25 MALPAC MALPAC HOLDINGS BERHAD 6181
26 MATANG MATANG BERHAD (MCA ) (Malaysian Chinese Association is the biggest shareholders) 0189
27 MHC MHC PLANTATIONS BHD 5026
28 MKHOP 5319 MKH OIL PALM (EAST KALIMANTAN) BERHAD
28 NPC NPC RESOURCES BERHAD 5076
29 NSOP NEGRI SEMBILAN OIL PALMS BERHAD 7216
30 PINEPAC PINEHILL PACIFIC BERHAD 5055
31 PLS PLS PLANTATIONS BERHAD (have Durian plantation also) 5264
32 RSAWIT RIMBUNAN SAWIT BERHAD 5113
33 RVIEW RIVERVIEW RUBBER ESTATES BERHAD 5074
34 SBAGAN ******* SUNGEI BAGAN RUBBER COMPANY (MALAYA) BERHAD 2569
35 SHCHAN SIN HENG CHAN (MALAYA) BERHAD 2267
36 SD Guthrie ********SD Guthrie Berhad ( formerly known as Sime Darby Plantation BHD ) 5285
37 SOP SARAWAK OIL PALMS BERHAD 5126
38 SWKPLNT SARAWAK PLANTATION BERHAD 5126
39 TAANN TA ANN HOLDINGS BERHAD 5012
40 TDM TDM BERHAD 2054
41 THPLANT TH PLANTATIONS BERHAD 5112
42 UMCCA UNITED MALACCA BERHAD ******** 2593
43 UTDPLT UNITED PLANTATIONS BERHAD ************** 2089
44 JPG JOHOR PLANTATIONS GROUP BERHAD 5323




Tan Sri Tiong Hiew King controls 4 major listed companies on Bursa Malaysia, namely

5090, 世界華文媒體 Media Chinese International Ltd (MCIL),
5113, 常青集团Rimbunan Sawit Bhd,
4383,常成控股 Jaya Tiasa Holdings Bhd and
6904,常豐集团 Subur Tiasa Holdings Bhd




PPB GROUP BHD (4065)

PPB Group BHD (4065) is the largest shareholder with an 18.8% stake in Wilmar International Limited(F34).



No top 10 palm oil company name Market Capitalization (RM)
1 IOI Corporation Berhad (Component stock) 22.92 billion
2 Kuala Lumpur Kepong Berhad (KLK) (component stock) 23.21 billion
3 SD Guthrie Berhad (formerly known as Sime Darby Plantation) (component stock) 19.94 billion
4 Sarawak Oil Palm BHD (FTSE Bursa Malaysia Mid 70 Index )
5 United Plantation BHD (FTSE Bursa Malaysia Mid 70 Index )
6 Genting Plantations Berhad
7 Felda Global Ventures Holdings (FGV)
8
9
10



BLDPLNT (5069)MAIN

BLD PLANTATION BHD.
⁵⁵

Dato Henry Lau Lee Kong
Executive Chairman

KTS Group’s managing director
Dato Henry Lau Lee Kong
Oriental press chinese news paper boss
启德行公司




Field Details
**Company Name** Inch Kenneth Kajang Rubber Public Limited Company
**Company Registration No.** 0990261M / 194602000041
**Nature of Business** Investment holding; oil palm grower; block rubber manufacturing; tourism; property development & leasing
**Date of Incorporation** **** 1 November 1946 *********
**State / Location** Selangor, Malaysia (principal office in Kuala Lumpur)
**Main Segments** Plantations, Manufacturing, Tourism, Property, Others




BPLANT (5254)MAIN

BOUSTEAD PLANTATIONS BERHAD


CEPAT (8982)
CEPATWAWASAN GROUP BERHAD


CHINTEK (1929)MAIN

CHIN TECK PLANTATIONS BERHAD

DUTALND (3948)MAIN

DUTALAND BERHAD



FAREAST (5029)

FAR EAST HOLDINGS BERHAD

[size=9]
FGV (5222)MAIN

FGV HOLDINGS BERHAD

GENP (2291)

GENTING PLANTATIONS BERHAD



HARNLEN (7501)

HARN LEN CORPORATION BHD


Johor Harn Len was founded by the late Tan Sri Low Nam Hui, who started out as a timber trader before venturing into the oil palm plantation business.


Interest in the Johor-based firm had been building up since early 2022, before it announced in January this year the


acquisition of Almal Resources Sdn Bhd, which owns more than 4,000 acres of plantation land in Rompin, Pahang,


for RM54.72 million.

In June, Harn Lee completed the land purchase from Datuk Mohamed Nizam Mohamed Jakel, who is a major shareholder of textile company Jakel Holdings Sdn Bhd, by paying RM32.83 million cash and settling the rest by issuing 31.27 million new Harn Len shares at 70 sen apiece.


As a result, Nizam emerged as a substantial shareholder of the company with a 5.54% stake




Harn Len intends to use up to 1,000 acres of the land for pineapple plantation, in line with its plans to reduce its reliance on oil palm plantations. The latest acquisition increased its land bank, located mainly in Pahang and Sarawak, to 46,777.1 acres from 42.724.5 acres.

In mid-August, Harn Len inked a memorandum of understanding with Jutawan Enterprise to explore the pineapple plantation business, tapping into the latter’ status as the largest exporter of pineapple products in the local area.




HSPLANT (5138)

HAP SENG PLANTATIONS HOLDINGS BERHAD



IJMPLNT (2216)

IJM PLANTATIONS BERHAD


INCKEN (2607)


INCH KENNETH KAJANG RUBBER PUBLIC LTD CO


INNO (6262)

INNOPRISE PLANTATIONS BERHAD



IOICORP (1961)

IOI CORPORATION BERHAD




JTIASA (4383)

JAYA TIASA HOLDINGS BHD


KLK (2445)

KUALA LUMPUR KEPONG BERHAD



KLUANG (2453)

KLUANG RUBBER COMPANY (MALAYA) BERHAD



KMLOONG (5027)MAIN

KIM LOONG RESOURCES BERHAD



KRETAM (1996)

KRETAM HOLDINGS BERHAD



KWANTAS (6572)

KWANTAS CORPORATION BERHAD





MALPAC (4936)MAIN

MALPAC HOLDINGS BERHAD



MATANG (0189)ACE

MATANG BERHAD





MHC (5026)MAIN

MHC PLANTATIONS BHD



NPC (5047)MAIN

NPC RESOURCES BERHAD



NSOP (2038)

NEGRI SEMBILAN OIL PALMS BERHAD


PINEPAC (1902)MAIN

PINEHILL PACIFIC BERHAD



PLS (9695)MAIN

PLS PLANTATIONS BERHAD

Durian also!!!!


RSAWIT (5113)MAIN

RIMBUNAN SAWIT BERHAD



RVIEW (2542)MAIN

RIVERVIEW RUBBER ESTATES BERHAD


SBAGAN (2569)

SUNGEI BAGAN RUBBER COMPANY (MALAYA) BERHAD

Field Details
--------------------------------------------------------------------------------------------------------
**Company Name** SUNGEI BAGAN RUBBER COMPANY (MALAYA) BERHAD
**Registration No.** 0003327U / 195801000191
**Nature of Business** Production & sale of fresh palm fruit bunches; long‑term securities investor
**Date of Registration** 1958‑12‑08
**State** KELANTAN
**Business Description** Plantation (FFB production); investment holdings including UK properties


SHCHAN (4316)

SIN HENG CHAN (MALAYA) BERHAD


SIMEPLT (5285)

SIME DARBY PLANTATION BERHAD



SOP (5126)

SARAWAK OIL PALMS BERHAD

SWKPLNT (5135)

SARAWAK PLANTATION BERHAD
UMCCA (2593)

UNITED MALACCA BERHAD
2593


United Malacca Berhad (UMB), formerly known as The United Malacca Rubber Estates, Berhad was incorporated on 27 April 1910 under the Companies Ordinance 1889 by its founder, the late Tun Tan Cheng Lock who held the post of Chairman until 1960.

Thereafter, the Company was managed by his family until his son, the late Tun Tan Siew Sin took over the Chairmanship in 1974 after his retirement from the Cabinet.


He held the post of Chairman until 1988. Under the distinguished leadership of Tun Tan Siew Sin, the former Minister of Finance, UMB had accumulated substantial reserves which contributed significantly to the financial strength of the Group today.


The late Tun Tan Siew Sin was posthumously awarded the National Integrity Award by The Kuala Lumpur Society for Transparency and Integrity on 28 June 2003.




UMCCA

Field Details
**Company Name** United Malacca Berhad
**Company Registration No.** 191001000010 ( 1319‑V )
**Former Name** The United Malacca Rubber Estates Sdn. Bhd.
**Nature of Business** Investment holding, cultivation of oil palm, palm oil milling, and consultancy services
**Date of Incorporation** ***** 27 April 1910 **********
**State** Malacca (Melaka), Malaysia
**Head Office Address** 6th Floor, No. 61, Jalan Melaka Raya 8, Taman Melaka Raya, 75000 Melaka
**Listed On** Main Market, Bursa Malaysia (Stock Code: UMCCA / 2593)
**Industry** Plantation – Oil Palm; Investment Holding
**Number of Employees** Approximately 4,400
**Latest Share Price** ~MYR 5.10 – 5.30 (as of July 2025)




UTDPLT (2089)MAIN

UNITED PLANTATIONS BERHAD



user posted image


user posted image

This post has been edited by plouffle0789: Sep 10 2025, 11:25 PM
TSplouffle0789
post Feb 23 2021, 04:03 PM

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QUOTE(Jay Chua CC @ Feb 23 2021, 12:59 PM)
Alhamdulilah. I expect my incoming dividend to be higher
*
what company did you bought?
TSplouffle0789
post Feb 23 2021, 05:45 PM

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QUOTE(Jay Chua CC @ Feb 23 2021, 04:54 PM)
my family owns palm oil estates. been 3 gen already
*
You are so lucky
You also go down palm oil farm to help???

My kampung have many old shop signage: oil palm middleman buyer..

Now exist at your place?
TSplouffle0789
post Mar 18 2021, 06:09 AM

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Naik cpo highest 13 years
TSplouffle0789
post Mar 18 2021, 06:09 AM

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QUOTE(Jay Chua CC @ Feb 23 2021, 08:38 PM)
nope. I just go for the AGM every year and collect dividend. not directly involved in their operation.

My fam's estates are at Sungkai. biggrin.gif
*
Now pruce highest due to la nina?
TSplouffle0789
post Mar 18 2021, 12:42 PM

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QUOTE(Justin.Loong @ Mar 18 2021, 10:51 AM)
Where's your kampung?
*
pekan nanas
Johor


You never see before?
TSplouffle0789
post Apr 6 2021, 10:21 PM

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Harn Len’s 2021 annual report shows that the group owns a 25-storey corporate and business office-cum-hotel building dubbed Johor Tower, 6 double-storey terrace shophouses, as well as 3 factory building-cum-offices in Johor Baru.


It also owns an acre of land in the central business district (CBD), across from Coronation Square.



Field Details
---------------------------------------------------------------------------------------------------------------------
**Company Name** HARN LEN CORPORATION BHD (HLCB)
**Type of Meeting** General
**Meeting Indicator** Notice of Meeting
**Description** Addendum to Notice of Twenty-Fourth (24th) Annual General Meeting (AGM)
**Date of Meeting** 26 November 2024
**Time** 10:00 AM
**Venue** Merdeka Hall, Ground Floor, Johor Tower, 15 Jalan Gereja,
80100 Johor Bahru, Johor, Malaysia
**Record of Depositors Date** 19 November 2024





In addition, the company owns a seven-storey office-cum-residential building dubbed Wisma Harn Len in Kuching.

Low estimates that Harn Len’s non-core assets and properties are worth more than RM100 million.

“We believe Harn Len will perform better, financially, with the implementation of our corporate strategies. We will continue to build on our core businesses and divest non-performing businesses. Our main focus is to strengthen our plantation business with additional land banking,” he says.

Low, 43, is the son of Harn Len managing director Low Quek Kiong. He was the chief financial officer (CFO) of Harn Len from 2003 until he moved to his new role as COO in May this year.

Harn Len was founded by Low’s grandfather Tan Sri Low Nam Hui, who passed away in 2015. The group started as a logging firm and went on to become a plantation company.

When Harn Len was listed in July 2003 — following a reverse takeover (RTO) on Sportma Corp Bhd — it had a plantation area of 18,000 acres. Today, the group has more than 37,000 acres, while the Low family also privately owns another 5,000 acres. Their estates are mostly in Pahang and Sarawak, with no new planting since October last year.

Property division a hindrance
Low says Harn Len does not have plantation land in Johor, as the late Nam Hui started his logging business in Pahang.

“We have some properties in Johor, but our property segment is not active. We are just collecting rent, and I think this division is one of the hindrances to our company,” he adds.

Since taking over Harn Len’s operations last year, Low has been making efforts to change it from a traditional family-controlled company to a professionally run, listed one.

“We have a new CFO and changed our independent directors. Our company is much younger and vibrant now. Yes, we have been a rather low-profile company over the years. But, now, we are seeking strategic partners and investors to take us to the next level,” he says.






KUALA LUMPUR (Sept 24): Plantation company Harn Len Corp Bhd (KL:HARNLEN) said on Tuesday that it has inked a sale and purchase agreement (SPA) to dispose of a parcel of land in Johor Bahru for RM55 million.

According to a bourse filing, the SPA was entered between Harn Len’s wholly owned subsidiary Midwest Equity Sdn Bhd (MESB) and Starsea Resources Sdn Bhd.

Harn Len said the land parcel, currently being used as public parking, is located along Jalan Ngee Heng.


It is about 100m to the east of the proposed Rapid Transit System Link (RTS Link) station that is under construction.


With a net book value of RM16.8 million, the land disposal, upon completion, will enable the company to book a net gain of approximately RM33.6 million.

“The consideration of RM55 million is at a 71.88% premium to the RM32 million market value ascribed by the valuer,” Harn Len noted.

It said the land disposal enables the company to realise the land value, which is part of its non-core assets and provide a surplus cash flow for capital expenditure and general working capital purposes.

“The group proposes to utilise RM29.4 million to fund capital expenditure which shall relate to the group’s existing/potential business activities such as plantation, aquaculture and investment properties.

“Such capital expenditure may include, amongst others, replanting expenses, land clearing and infrastructure improvements,” it said.

The company has also earmarked RM20 million from the sale proceeds to finance the day-to-day operations.

The land sale is expected to be completed within six months from the date of the SPA and may be further extended for another two months to fulfil the condition precedent in the SPA.

Based on Tuesday’s closing, shares in Harn Len closed up half sen or 1.4% to 36.5 sen, giving it a market capitalisation of RM213.25 million.


https://theedgemalaysia.com/article/harn-le...ands-johor-land



This post has been edited by plouffle0789: Jul 13 2025, 10:15 AM
TSplouffle0789
post Apr 7 2021, 05:47 AM

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QUOTE(Mocha_86 @ Apr 6 2021, 11:48 PM)
Sime darby is having an ongoing battle with the NGOs. Their own appointed sustainability team also dun wan work with them because sime threaten to sue the activist.
I'm not sure if the previous US ban on Sime Darby has been lifted. If they can ban Sime and RSPO failed on its effort to appeal.. then you can expect some shit show for malaysia.

Then Sri Lanka suddenly boycott palm oil. Not that they purchase huge amount, but such announcement of uprooting the palm tree in their own country and stopping palm oil import is quite a statement. Even though it's done in phase, it demonstrate the boycott can be very real and this time it's the level of whole nation, not certain supermarket or anti palm oil labelling, but mobilizing whole nation against it. This could be the starting point of more to come.
https://www.msn.com/en-us/money/news/plante...ott/ar-BB1fmb7I

biodiesel also phasing out due to slavery/environmental etc concern.

shit storm coming at all direction. Biden's team is heating up the engine.
As for the share price, i don't know the real reason, probably weaker than expected quarterly report due to US ban?
If you fancy palm share price news and all the ongoing development, there's this lady from CIMB futures analyst that write amazing news piece. I think her name is Ivy Ng. If you have sotong bank account you can try ask for the daily/weekly .pdf news sent to your mail.
*
I google found that government ask all companies pay 8 percent export tax.

So genting plantation also shares price 52 week lowest
Sime darby plantation also
Fgv also
Ioi also





Do you means cga cimb securities account or cimb bank account?

Now i found that cgs cimb Daily Trading Ideas stop from 2020 september

Why???

This post has been edited by plouffle0789: Apr 7 2021, 05:49 AM
TSplouffle0789
post Apr 7 2021, 05:53 AM

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QUOTE(lonely66 @ Feb 23 2021, 12:49 PM)
buy XOX la...ini palm oil stock boleh tidur saja  rolleyes.gif
*
Why xox good???
Profit low leh
TSplouffle0789
post Apr 7 2021, 05:56 AM

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UNITED MALACCA BHD
Last Price Today's Change
5.20 +0.07 (1.36%)


52 week highest !!!


But sime darby plantation
5285

52 week lowest!!!!

Malaysia to increase palm oil exports to Saudi Arabia
BENTONG (March 12): Malaysia will increase its palm oil exports to Saudi Arabia from 300,000 tonnes to 500,000 tonnes worth approximately RM1 billion.



Plantation Industries and Commodities Minister Datuk Dr Mohd Khairuddin Aman Razali said the volume was increased following


Prime Minister Tan Sri Muhyiddin Yassin's visit to Saudi Arabia recently.


It is among the accomplishments following the Prime Minister's visit to Saudi Arabia other than the growth in demand for palm oil in that country throughout the Covid-19 pandemic,” he told a press conference in conjunction with the National Immunisation Programme registration campaign for the plantation sector today.


He also revealed that the Ministry would open a regional office in Jeddah, Saudi Arabia soon.


It is to further expand our opportunities for the commodity in the African and Middle Eastern markets and we see Jeddah as the best hub.


With the establishment of such office, hopefully our palm oil could be further marketed internationally,” he said.
Meanwhile, Mohd Khairuddin said his Ministry is negotiating with the Ministry of Home Affairs and Ministry of Human Resources to secure foreign workers for the plantation sector which is in desperate need of manpower.


He noted that there are currently more than 250,000 foreign workers in the plantation sector with some having returned to their respective countries upon expiry of their permits.



He said his Ministry will propose measures for the plantation sector particularly in regard to standard operating procedures as a reassurance in recruiting about 32,000 more foreigners as harvesters.



If we can get 32,000 of these harvesters, that will be another RM5 billion in palm oil-related income towards our RM75 billion target for this year.


At the same time, we hope that locals would also venture into plantation which provides many benefits such as free housing,” he said.


Earlier, Mohd Khairuddin spent some time visiting the living quarters of FGV Holdings Berhad's workers and palm oil mill



The most undervalued plantation stocks (latest list)




Most undervalued plantation stocks by PER (trailing)

1. SWKPLNT at 10.7x

2. UTDPLT at 16.6x

3. HSPLANT at 16.7x





Most undervalued by dividend yield

1. UTDPLT at 5.9%

2. SWKPLNT at 4.3%

3. HSPLANT at 3.7%

This post has been edited by plouffle0789: Apr 7 2021, 06:01 AM
TSplouffle0789
post Apr 7 2021, 06:06 AM

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Malaysia's 2021 crude palm oil exports to surge 24.4% on year: MPOC

Indonesia's higher taxes making CPO exports costlier

Largest buyer India set to import 8 mil mt of CPO in 2021: analysts

New Delhi — Malaysia's crude palm oil (CPO) exports are expected to hit 5.5 million mt in 2021, soaring 24.4% from 2020 levels,



As Malaysian CPO became more competitively priced after Indonesia revised its export duty structure, Malaysian Palm Oil Council CEO Wan Zawawi Wan Ismail said April 5.
.


Speaking at a web-based seminar called POINTER, Ismail said Malaysian CPO production was set for a moderate recovery in 2021, reaching 19.6 million mt from 19.14 million mt in 2020.

Malaysia is the second largest producer of palm oil in the world after Indonesia, and exports more than 17 million mt of palm oil a year. In 2020, it exported 12.95 million mt of processed palm oil (PPO) and 4.42 million mt of CPO.

Crude palm oil is naturally reddish in color and must be refined by palm oil millers to make PPO, used commonly for cooking purposes and food products.

Since December, Indonesia has initiated a progressive export levy system based on crude palm oil's market price to fund its internal biodiesel program.


Currently, Indonesia charges an export duty of $116/mt along with $255/mt in export levy, which amounts to $371 on every metric ton of crude palm oil.

Meanwhile, Malaysia charges an 8% export tax on CPO, which amounts to $84/mt.

Indian imports set to rise
With Malaysia's palm oil stocks expected to see a slight decline in 2021 from 2020 levels, Indian traders remain more concerned about availability of stocks and are



Less worried of the price spread between Indonesian and Malaysian CPO prices,



Anil Kumar Bagani, research head of Indian vegetable oil broking company Sunvin Group, told S&P Global Platts.

MPOC forecast the benchmark crude palm oil contract to average MR3,846/mt, ($928.43/mt), reaching a low of MR3,502/mt and a high of MR4,190/mt on the Bursa Malaysia exchange during the second quarter of 2021.

The industry body said prices are expected to remain firm for Q1 and Q2 on concerns of supply limitations due to


heavy rains in January-February.

Platts assessed the crude palm oil contract, FOB Indonesia, at $1,050/mt, while the CFR West Coast India contract was assessed at $1,052.50/mt on April 1.

"While the price difference is an issue, as Malaysia has very tight palm oil stocks, mainly CPO, the sellers are not offering at discount,



instead they are going for neck-to-neck to Indonesia pricing,"



Bagani said, adding that Malaysia- and Indonesia-origin CPO for India on a C&F basis was almost equal.







India is the world's largest palm oil importer and buys around 7 million-8 million mt of it every year to meet its domestic demand. Most of that demand is met by Indonesian suppliers.





However, Malaysian palm oil's share in India is expected to rise to 3 million mt in 2021, according to the MPOC.

In 2020, India imported 7.21 million mt of palm oil, of which 2.75 million mt was supplied by Malaysia.

"In 2020-21, India palm oil imports are expected to increase by 11% to 8 million mt, boosted by a gradual recovery in demand and lower inventories, which need to be replenished," Nirav Desai, managing partner at

https://www.ggnresearch.com/


agricultural research company


GGN Research, said in the seminar.

Bagani projected a similar import estimate of 8 million mt for 2021, of which 3 million-3.2 million mt could come from Malaysia.





Wilmar International Limited

F34.SGX

5.45 SGD


52 week highest

PPB 4065



300999
Yihai Kerry Arawana
Holdings Co., Ltd.


China listed


https://www.theedgemarkets.com/article/cgsc...ar-unlock-value

India adani listed??

Goreng??


This post has been edited by plouffle0789: Apr 7 2021, 06:13 AM
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post Apr 15 2021, 05:52 PM

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2291 genting plabtation 52 week loeest
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post Jul 16 2021, 05:41 AM

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the big 4 still keep dopping!!!
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post Jul 16 2021, 05:43 AM

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QUOTE(Mocha_86 @ Apr 7 2021, 09:20 AM)
They have been paying 8%  for the past 4 months now. On top of it you have to pay windfall tax (3% perninsula/ 1.5% s&s)
im not too clear on what development caused the share price drop as i dont follow the counters very much.

I think sotong bank futures trading division. still, i think you can try and request them to send to you. I like Ivy Ng piece because it's well summarized, with all important factors, latest reports etc into single or double paged .pdf
oriental pacific futures last time also ok ah for their report. but this one i think not many people subscribe thus need to share with those whom have trading account to get report.

Anyway, imo there's a very small gap, if there's any, for the CPO price to grow at the moment. It's very expensive already, and provided that the crude price and soybean oil price continue to push up, then we might see CPO follow a bit, other than that, it needs to go down. If the disparity between CPO -Crude/soy narrows, then it will be disadvantageous for palm

http://bepi.mpob.gov.my/images/export-duti...PRIL%202021.pdf
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Now indonesia covid-19 situation worst again

Is it will affect malaysia plantation stock??

Many of them have plantations in indonesia
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post Jul 16 2021, 12:28 PM

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QUOTE(Mocha_86 @ Jul 16 2021, 09:54 AM)
Don't think so, if anything, a disruption in supply will only cause the CPO price to move higher.
export has been steadily moving up despite supply concern, and US/Canada weather concern also maintaining the price at upward trend.

Still, like i said earlier, i find correlation between CPO price and company stock valuation in KLSE hard to gauge. I cannot give you an answer on Malaysia plantation stock valuation because every investment needs diff strategy. Some companies forever hover around 3.8-4.2 valuation, some are prone to CPO price movement, then we have Felda, TDM, Boustead with different operating and management mechanisms.
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Seema only bld plantation 5069 follow the cpo price
52 week highest


Ijm platation 52 week high only due to klk take over
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post Aug 3 2021, 06:01 AM

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One month come,52 week lowest


Why?
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post Aug 3 2021, 06:55 AM

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1899

2445
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post Aug 23 2021, 06:04 PM

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QUOTE(Mocha_86 @ Apr 6 2021, 11:48 PM)
Sime darby is having an ongoing battle with the NGOs. Their own appointed sustainability team also dun wan work with them because sime threaten to sue the activist.
I'm not sure if the previous US ban on Sime Darby has been lifted. If they can ban Sime and RSPO failed on its effort to appeal.. then you can expect some shit show for malaysia.

Then Sri Lanka suddenly boycott palm oil. Not that they purchase huge amount, but such announcement of uprooting the palm tree in their own country and stopping palm oil import is quite a statement. Even though it's done in phase, it demonstrate the boycott can be very real and this time it's the level of whole nation, not certain supermarket or anti palm oil labelling, but mobilizing whole nation against it. This could be the starting point of more to come.
https://www.msn.com/en-us/money/news/plante...ott/ar-BB1fmb7I

biodiesel also phasing out due to slavery/environmental etc concern.

shit storm coming at all direction. Biden's team is heating up the engine.
As for the share price, i don't know the real reason, probably weaker than expected quarterly report due to US ban?
If you fancy palm share price news and all the ongoing development, there's this lady from CIMB futures analyst that write amazing news piece. I think her name is Ivy Ng. If you have sotong bank account you can try ask for the daily/weekly .pdf news sent to your mail.
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From 1 august 2021 until now,plantation stock up....

Do you know why?
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post Aug 25 2021, 04:22 PM

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QUOTE(Mocha_86 @ Aug 25 2021, 12:15 PM)
No idea, i only have one plantation stock in my portfolio and i hardly keeping up with it.

if you have CIMB acc, i suggest you ask your banker broker/agent to send you Ivg Ng's report. very nice to read, short, simple and easy to digest. doesnt overflood the report with unnecessary statistics, focuses on relevant numbers and figures.

if you're a super numberman then ivy ng report might not be sufficient
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I have cgs cimb securities account

We cannot search by ourself in the website?
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post Aug 25 2021, 05:53 PM

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QUOTE(Mocha_86 @ Aug 25 2021, 05:41 PM)
user posted image

user posted image

user posted image

it looked sth like that
It's pretty much a summarized version of everything important in 2-3 page report.

No i don't think they share it openly in website. Sometimes TheEdge will use their report in their news article as well.
I think it's exclusively for CGS-CIMB client.

They also pluck their numbers from bloomber/reuters/etc so you dont need to read every news one by one.
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