2018-12-10

Singapore Research

-

Bumitama Agri - Lowering CPO Prices; Downgrade To NEUTRAL

RHB Invest

2018-12-10

Ong Chee Ting

-

Regional Plantations - Stockpile At New Record High Of 3-Mil MT

Maybank Kim Eng

2018-12-06

Ong Chee Ting

-

Regional Plantations - Indonesia Sets New Threshold On Palm Oil Export Levy

Maybank Kim Eng

2018-11-27

Ong Chee Ting

-

Regional Plantations - A Possible Game Changer

Maybank Kim Eng

2018-11-20

Leow Huay Chuen

-

Plantation – Singapore - 3Q18 Results Review ~ Earnings Affected By Logistics Issue In Indonesia

UOB Kay Hian

2018-11-13

Leow Huay Chuen | Singapore Research Team

-

Bumitama Agri - 3Q18 Slightly Below Expectations; Shortage Of Vessels Affected Sales Deliveries

UOB Kay Hian

2018-11-13

William Simadiputra | Rui Wen LIM

-

Regional Plantation - Improving Exports To China

DBS Research

2018-11-12

William Simadiputra

-

Bumitama Agri - Margin Delivery On Target

DBS Research

2018-11-12

Ong Chee Ting

-

Bumitama Agri - Delay In Sales And Profit Recognition

Maybank Kim Eng

2018-11-12

Singapore Research

-

Bumitama Agri - Strong FFB Growth Continues; BUY

RHB Invest

2018-11-12

Singapore Research

-

Bumitama Agri - Strong FFB Growth Continues; BUY

RHB Invest

2018-10-10

William Simadiputra | Rui Wen LIM

-

Bumitama Agri - Defensive Play On Decent Yield Performance

DBS Research

2018-08-16

Leow Huay Chuen | Ooi Mong Huey

-

Plantation – Singapore - Anticipating A Better 3Q18 Performance

UOB Kay Hian

2018-08-15

Singapore Research

-

Bumitama Agri - Fantastic 2Q18 Performance

RHB Invest

2018-08-14

William Simadiputra | Rui Wen LIM | William Simadiputra | Rui Wen LIM

-

Bumitama Agri - Strong Performance Amid Low CPO Price Cycle

DBS Research

2018-08-14

Ong Chee Ting

-

Bumitama Agri - 2Q18 Results Marginally Above Expectations

Maybank Kim Eng

2018-08-02

Singapore Research

-

Bumitama Agri - Trade War Jitters

RHB Invest

2018-07-16

Leow Huey Chuen | Ooi Mong Huey

-

Bumitama Agri (BAL) - Success Starts With A Single Step

UOB Kay Hian

2018-07-02

William Simadiputra | Rui Wen LIM

-

Bumitama Agri - Shifting To Pure Upstream Play

DBS Research

2018-07-02

William Simadiputra | Rui Wen LIM

-

Regional Plantation Stocks - Scope For CPO Prices To Rebound

DBS Research

2018-06-21

Leow Huey Chuen | Ooi Mong Huey

-

Plantation – Singapore - Do Not Get Over-bearish On Palm Oil

UOB Kay Hian

2018-06-08

Ong Chee Ting

-

Bumitama Agri - Value Buy

Maybank Kim Eng

2018-05-22

Leow Huey Chuen | Ooi Mong Huey

-

Plantation Stocks - 1Q18 Results Review ~ Production And Sales Volume Below Expectations

UOB Kay Hian

2018-05-09

Leow Huey Chuen | Ooi Mong Huey

-

Bumitama Agri - 1Q18 Within Expectations

UOB Kay Hian

2018-05-08

William Simadiputra | Rui Wen LIM

-

Bumitama Agri - umitama Agri - DBS Research 2018-05-08: Output Supported Performance 

DBS Research

2018-05-08

Ong Chee Ting

-

Bumitama Agri - A Seasonal Slow Start To 2018

Maybank Kim Eng

2018-05-08

Singapore Research

-

Bumitama Agri - Decent Start To The Year

RHB Invest

2018-03-26

Leow Huey Chuen | Ooi Mong Huey

-

Plantation – Singapore - Consequences If China Restricts Soybean Imports From The US

UOB Kay Hian

2018-03-07

Leow Huey Chuen | Ooi Mong Huey

-

Plantation – Singapore - Expect Higher FFB Production In 2018

UOB Kay Hian

2018-02-28

Leow Huey Chuen | Ooi Mong Huey

-

Bumitama Agri (BAL SP) - 4Q17 Results Within Expectations

UOB Kay Hian

2018-02-27

Ong Chee Ting | |

-

Bumitama Agri (BAL SP) - Too Cheap To Ignore

Maybank Kim Eng

2018-02-27

William Simadiputra | Singapore Research Team

-

Bumitama Agri (BAL SP) - Share Price Still Trails Strong 4Q Performance

DBS Research

2018-02-27

Singapore Research

-

Bumitama Agri - Closing Down The Biodiesel Business

RHB Invest

2018-02-21

Leow Huey Chuen | Ooi Mong Huey

-

Bumitama Agri (BAL SP) - 4Q17 Results Preview ~ Expect Lower Y-o-y Earnings

UOB Kay Hian

2017-12-19

Singapore Research

-

Bumitama Agri - Adjusting For Higher CPO Price Assumptions

RHB Invest

2017-12-13

Singapore Research

-

Bumitama Agri - Adjusting For Higher CPO Price Assumptions

RHB Invest

2017-11-16

Leow Huey Chuen | Ooi Mong Huey

-

Plantation – Singapore - 3Q17 Results Review ~ Uneven Production Recovery Pattern

UOB Kay Hian

2017-11-15

Singapore Research

-

Bumitama Agri - Another Strong Quarter, But The Best Is Yet To Come

RHB Invest

2017-11-15

Leow Huey Chuen | Ooi Mong Huey

-

Plantation – Singapore - 3Q17 Results Of BAL And GGR In Line; FR Below Expectations

UOB Kay Hian

2017-11-14

Ong Chee Ting

-

Bumitama Agri (BAL SP) - Delivering Results

Maybank Kim Eng

2017-11-14

William Simadiputra | Singapore Research Team

-

Bumitama Agri - Positive Y-o-y Improvement

DBS Research

2017-10-24

Leow Huey Chuen | Ooi Mong Huey

-

Bumitama Agri (BAL SP) - Expect Strong Production In 4Q17

UOB Kay Hian

2017-10-10

Ong Chee Ting

-

Bumitama Agri (BAL SP) - Preferred Growth Stock

Maybank Kim Eng

2017-09-27

Singapore Research

-

Bumitama Agri - Trading Below Replacement Value

RHB Invest

2017-09-20

Leow Huey Chuen | Ooi Mong Huey

-

Bumitama Agri (BAL SP) - Worth Accumulating

UOB Kay Hian

2017-09-13

William Simadiputra

-

Plantation Companies - CPO Stockpile Still In Healthy Range

DBS Research

2017-08-21

Leow Huey Chuen | Ooi Mong Huey

-

Plantation –Singapore - 2Q17 Results ~ Weaker Earnings Qoq On Lower Production

UOB Kay Hian

2017-08-16

Leow Huey Chuen | Ooi Mong Huey

-

Bumitama Agri (BAL SP) - Anticipate A Stronger 2H17

UOB Kay Hian

2017-08-16

Singapore Research

-

Bumitama Agri - Revising FFB Projections Upwards

RHB Invest

2017-08-15

William Simadiputra | Singapore Research Team

-

Bumitama Agri (BAL SP) - In House Fruit Output Supported Profitability In 2Q17

DBS Research

2017-08-15

Ong Chee Ting

-

Bumitama Agri (BAL SP) - Astounding 2Q Output Growth, Raising Growth Guidance

Maybank Kim Eng

2017-06-29

Regional Research Team

-

Regional Plantation - Soybean Demand Hinges On China’s Consumption

UOB Kay Hian

2017-06-22

Singapore Research Team

-

Plantation - Supply Outweighs Demand, Downgrade To MARKET WEIGHT

UOB Kay Hian

2017-06-15

William Simadiputra

-

Regional Plantation - Strong Exports Keep Inventory In Check

DBS Research

2017-05-23

Ong Chee Ting

-

Bumitama Agri (BAL SP) - In A Sweet Spot

Maybank Kim Eng

2017-05-18

Singapore Research Team | Ooi Mong Huey

-

Singapore Plantation - 1Q17 Results Review ~ Weaker Qoq On Seasonality

UOB Kay Hian

2017-05-16

Ong Chee Ting

-

Bumitama Agri (BAL SP) - Off To A Decent Start

Maybank Kim Eng

2017-05-16

Ooi Mong Huey | Singapore Research Team

-

Bumitama Agri (BAL SP) - 1Q17 Expecting Stronger Quarters

UOB Kay Hian

2017-05-16

Singapore Research

-

Bumitama Agri - Higher Fertiliser Application In 1Q17

RHB Invest

2017-05-08

Singapore Research Team

-

Regional Plantation - Indonesia Biodiesel Volume Below Market Expectations

UOB Kay Hian

2017-04-11

Ben Santoso

-

Plantation Companies - Temporary demand weakness

DBS Research

2017-04-11

Hoe Lee Leng | Hariyanto Wijaya [CFA]

-

Plantation - Inventory Restocking Has Begun

RHB Invest

2017-03-31

Singapore Research

-

Bumitama Agri - Buy On Inexpensive Valuations

RHB Invest

2017-03-21

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - Navigating The Market After The Outperformance

UOB Kay Hian

2017-03-15

Singapore Research Team

-

Plantation – Regional - Biodiesel Demand From Indonesia To Support CPO Prices

UOB Kay Hian

2017-03-13

Hoe Lee Leng | Hariyanto Wijaya [CFA]

-

Plantation - Gradual Recovery In Output Expected From 2Q17

RHB Invest

2017-03-10

Ben Santoso

-

Plantation Companies - Declining inventory to support prices

DBS Research

2017-03-03

Ooi Mong Huey | Singapore Research Team

-

Plantation – Singapore - Expect FFB Production To Recover In 2017

UOB Kay Hian

2017-02-28

Ooi Mong Huey | Singapore Research Team

-

Bumitama Agri (BAL SP) - Listen, Implement And Deliver

UOB Kay Hian

2017-02-27

Ong Chee Ting

-

Bumitama Agri (BAL SP) - Beats estimates

Maybank Kim Eng

2017-02-27

Ooi Mong Huey | Singapore Research Team

-

Bumitama Agri (BAL SP) - 4Q16: Above Expectation, Strong Performance On Higher Palm Kernel Sales And ASP

UOB Kay Hian

2017-02-27

Singapore Research

-

Bumitama Agri - FFB Growth Bouncing Back To Double Digits In 2017

RHB Invest

2017-02-24

Ben Santoso

-

Bumitama Agri - Consistent earnings growth delivery

DBS Research

2017-02-17

Ben Santoso

-

Bumitama Agri - Strong growth ahead

DBS Research

2017-02-08

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - Dividend Plays To Crow About

UOB Kay Hian

2017-02-06

Singapore Research

-

Bumitama Agri - Double Digit Growth Projected In FY17

RHB Invest

2017-02-06

Ooi Mong Huey

-

Singapore Stock Alpha Picks - Top-slicing After Outperformance

UOB Kay Hian

2017-01-24

Ben Santoso

-

Singapore Monthly Strategy - Domestic Drivers in Focus

DBS Research

2017-01-23

Ong Chee Ting

-

Bumitama Agri (BAL SP) - The worst is likely over

Maybank Kim Eng

2017-01-23

Ooi Mong Huey | Singapore Research Team

-

Bumitama Agri (BAL SP) - 4Q16 FFB Production Improves qoq And yoy

UOB Kay Hian

2017-01-10

Ooi Mong Huey

-

Singapore Alpha Picks - Switching Large-cap Picks

UOB Kay Hian

2017-01-06

Singapore Research Team

-

Plantation - Plantation Companies’ Share Prices Underperform CPO Prices

UOB Kay Hian

2017-01-03

Singapore Research

-

Plantation - 2017 A Bumper Crop Year?

RHB Invest

2016-12-08

Singapore Research Team

-

Plantation Singapore - Riding On Higher CPO Prices

UOB Kay Hian

2016-11-22

Singapore Research Team

-

Plantation - 3Q16 Results Review ~ Pick-up In Production Supports Performance

UOB Kay Hian

2016-11-16

Ooi Mong Huey | Singapore Research Team

-

Bumitama Agri (BAL SP) - Anticipating A Better 4Q16 And 2017

UOB Kay Hian

2016-11-16

Singapore Research

-

Bumitama Agri - FFB Output To Peak In October

RHB Invest

2016-11-15

Ong Chee Ting

-

Bumitama Agri (BAL SP) - Expect even better 4Q16

Maybank Kim Eng

2016-11-15

Ben Santoso

-

Bumitama Agri - Earnings yet to peak

DBS Research

2016-11-15

Singapore Research

-

Bumitama Agri - Recovery From El Nino On Track

RHB Invest

2016-10-25

Singapore Research Team

-

Bumitama Agri (BAL SP) - 3Q16 FFB Production Improves qoq And yoy

UOB Kay Hian

2016-10-24

Ben Santoso

-

Bumitama Agri - Undervalued growth stock

DBS Research

2016-09-14

Ben Santoso

-

Plantation Companies - Beware of the backwardation

DBS Research

2016-08-19

Singapore Research Team

-

Plantation - 2Q16 Results Review ~ Tight FFB Supply Supports CPO Prices

UOB Kay Hian

2016-08-11

Ben Santoso

-

Plantation Companies - Take profit on near-term upside

DBS Research

2016-08-08

Ong Chee Ting

-

Bumitama Agri - Weak 2Q results priced in; U/G to BUY

Maybank Kim Eng

2016-08-08

Singapore Research

-

Bumitama Agri - More Realistic FFB Guidance

RHB Invest

2016-08-08

Singapore Research Team

-

Bumitama Agri - 2Q16 Below Expectation On Higher-than-expected Depreciation

UOB Kay Hian

2016-08-05

Ben Santoso

-

Bumitama Agri - El Nino impact priced in

DBS Research

2016-07-28

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - All About Results And Dividends For Now

UOB Kay Hian

2016-07-27

Singapore Research

-

Bumitama Agri - Weak FFB Output To Weigh Down 2Q16 Earnings

RHB Invest

2016-07-22

Ong Chee Ting

-

Bumitama Agri - Expect poor 2Q16 results

Maybank Kim Eng

2016-07-22

Singapore Research Team

-

Bumitama Agri - 2Q16 FFB Production Falls Below Expectation

UOB Kay Hian

2016-07-14

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - What Now After Brexit Rebound?

UOB Kay Hian

2016-07-12

Ben Santoso

-

Plantation Companies - Weak exports priced in

DBS Research

2016-06-27

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - Union Jacked ~ Seeking Shelter

UOB Kay Hian

2016-06-15

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - What If Brexit?

UOB Kay Hian

2016-06-14

Ben Santoso

-

Bumitama Agri - Close to fair value

DBS Research

2016-05-18

Singapore Research Team

-

Plantation - 1Q16 Results Review ~ High CPO Prices Not Reflected In Results Yet

UOB Kay Hian

2016-05-16

Singapore Research

-

Bumitama Agri - Numbers Expected To Improve In 2H16

RHB Invest

2016-05-15

Ong Chee Ting

-

Bumitama Agri - Forward sold 2H16’s output

Maybank Kim Eng

2016-05-13

Ben Santoso

-

Bumitama Agri - Organic and inorganic growths

DBS Research

2016-05-06

Singapore Research Team

-

Bumitama Agri - Bunches Ready For Upcoming Harvest

UOB Kay Hian

2016-04-25

Ong Chee Ting

-

Bumitama Agri - Upside limited; D/G to HOLD

Maybank Kim Eng

2016-04-20

Singapore Research Team

-

Plantation - Not Too Late Yet

UOB Kay Hian

2016-03-31

Singapore Research Team

-

Plantation - Firm CPO Prices Reflect Supply Tightness

UOB Kay Hian

2016-03-23

Singapore Research Team

-

Bumitama Agri - Highly Leveraged To Rising CPO Prices

UOB Kay Hian

2016-03-10

Ben Santoso

-

Plantation Companies - Near-term strength

DBS Research

2016-03-04

Singapore Research Team

-

Plantation - 4Q15 Results Round-up ~ Low Prices Are Over, Look Ahead

UOB Kay Hian

2016-02-24

Singapore Research

-

Bumitama Agri - Strong FFB Growth, But Not In Sweet Spot Yet

RHB Invest

2016-02-23

Ong Chee Ting

-

Bumitama Agri - No earnings surprises

Maybank Kim Eng

2016-02-23

Singapore Research Team

-

Bumitama Agri - 2015 Results Supported By Strong FFB Production Growth

UOB Kay Hian

2016-02-22

Ben Santoso

-

Bumitama Agri - An engine of growth

DBS Research

2016-02-04

Singapore Research

-

Bumitama Agri - Buy 95% stake in Indonesian Plantation Company

RHB Invest

2016-01-28

Regional Research Team

-

Plantation - 4Q15 Results Preview ~ Expect Mixed Set Of Results

UOB Kay Hian

2016-01-22

Ong Chee Ting

-

Bumitama Agri - Sell-down overdone; BUY

Maybank Kim Eng

2015-12-17

Ben Santoso

-

Plantations 2016 Outlook - A better year for prices

DBS Research

2015-12-02

Singapore Research

-

Plantations - El Nino’s Unprecedented Impact On Edible Oil

RHB Invest

2015-11-30

Regional Research Team

-

Plantation - A Boost From El Nino And Biodiesel

UOB Kay Hian

2015-11-13

Singapore Research

-

Bumitama Agri - A BUY Despite Weak Results

RHB Invest

2015-11-12

Ong Chee Ting

-

Bumitama Agri - Weak results priced in

Maybank Kim Eng

2015-11-11

Ben Santoso

-

Plantation Companies - Worsening oversupply

DBS Research

2015-11-05

Regional Research Team

-

Plantation - Indonesia Biodiesel Train Is Moving At High Speed

UOB Kay Hian

2015-10-22

Singapore Research Team

-

Bumitama Agri - 3Q15 Results Preview: Hot Weather Making A Small Dent

UOB Kay Hian

2015-10-21

Singapore Research

-

Bumitama Agri - Raising CPO Prices On Strong El Nino

RHB Invest

2015-10-21

Alvin Tai [CFA] | Hoe Lee Leng | Hariyanto Wijaya [CFA, CFP, CA, CPA]

-

Plantation - Upgrading 2016 CPO Price On Perfect Storm

RHB Invest

2015-10-19

Ong Chee Ting [CA]

-

Bumitama Agri - Limited upside; D/G to HOLD

Maybank Kim Eng

2015-10-13

Ben Santoso

-

Plantation Companies - Range-bound

DBS Research

2015-10-13

Alvin Tai [CFA] | Hoe Lee Leng | Hariyanto Wijaya [CFA, CFP, CA, CPA]

-

Plantation - Record Stockpile a Buying Opportunity

RHB Research

2015-10-08

Alvin Tai [CFA] | Hoe Lee Leng | Hariyanto Wijaya [CFA, CFP, CA, CPA]

-

Plantation - Possibly Better Prospects In 4Q And Beyond

RHB Research

2015-09-30

Regional Research Team

-

Plantation Sector - CPO Prices See Stronger-than-expected Recovery

UOB Kay Hian

2015-09-21

Hoe Lee Leng | Alvin Tai [CFA]

-

Plantation - India Raises Import Taxes

RHB Securities

2015-08-14

Ben SANTOSO

-

DBS Vickers 2015-08-14: Bumitama Agri Ltd - Bumitama Agri Ltd - 2Q15; Output yet to peak. Maintain BUY.

DBS Vickers

2015-08-14

Singapore Research

-

RHB Securities 2015-08-14: Bumitama Agri - Bumitama Agri - Front-Loading Of Manuring Hurts Results. Maintain BUY.

RHB Securities

2015-07-29

Singapore Research Team; Chan Yuan She

-

UOB Kay Hian Research 2015-07-29: Bumitama Agri (BAL) - Bumitama Agri (BAL) - Better Times In 2H15. Maintain BUY.

UOB Kay Hian Research