2021-01-07 Leow Huey Chuen | Jacquelyn Yow Hui Li - Regional Plantations - CPO Prices To Trade At High Levels In 1H21 UOB Kay Hian
2020-12-11 Hoe Lee Leng | Christopher Andre Benas | Juliana Cai - Plantation - An Early Start To The Low Season RHB Invest
2020-12-04 Juliana Cai | Hoe Lee Leng - Plantation Companies - New Indonesian Export Levies From 10 Dec RHB Invest
2020-12-04 Ong Chee Ting - Regional Plantations - Integrated Indonesian Players Better Off Than Indonesia Upstream Under Newly Approved Export Levy Structure Maybank Kim Eng
2020-11-29 Ong Chee Ting - Regional Plantations - India’s Cut Of CPO Import Duty Will Boost CPO Demand Maybank Kim Eng
2020-11-21 Ong Chee Ting - Regional Plantations - Indonesia’s Export Levy Conundrum Seen Hurting Upstream More Maybank Kim Eng
2020-11-11 Leow Huey Chuen | Jacquelyn Yow Hui Li - Bumitama Agri - 9M20 Results Within Expectation UOB Kay Hian
2020-11-10 William Simadiputra | Woon Bing Yong - Bumitama Agri - Earnings Rebound Not Priced In DBS Research
2020-11-10 Singapore Research - Bumitama Agri - 9M20 Estimated Core Earnings In Line; Keep BUY RHB Invest
2020-10-13 Ong Chee Ting - Regional Plantations - Low Sept Stockpile Supportive Of CPO Price For Now Maybank Kim Eng
2020-08-21 Leow Huey Chuen | Jacquelyn Yow Hui Li - Plantation – Singapore - Expecting A Better 2H20 UOB Kay Hian
2020-08-17 William Simadiputra | Singapore Research Team - Bumitama Agri - Beating Our Expectations DBS Research
2020-08-17 Singapore Research - Bumitama Agri - Almost Threefold Rise In 1H20 Core Profit; BUY RHB Invest
2020-08-17 Jacquelyn Yow Hui Li | Leow Huey Chuen - Bumitama Agri - 1H20 Results Within Expectation; Downgrade To HOLD UOB Kay Hian
2020-08-11 Ong Chee Ting - Regional Plantations - Strong Exports & Low Stockpile Lifted July CPO Price Maybank Kim Eng
2020-08-10 William Simadiputra | Singapore Research Team | Malaysia Research Team - Regional Plantations - A Good Start To 2H20 DBS Research
2020-07-27 Singapore Research - Bumitama Agri - Valuation Attractive, Look To FY21F; Upgrade To BUY RHB Invest
2020-07-01 Ong Chee Ting - Regional Plantations - USDA Acreage Report Offers No Major Surprises Maybank Kim Eng
2020-06-26 Singapore Research - Bumitama Agri - Bearing The Brunt Of Higher Export Tax Levy RHB Invest
2020-06-22 Ong Chee Ting - Regional Plantations - Anticipate Moderate Global Supply Of Palm Oil And Oils & Fats (O&F) Maybank Kim Eng
2020-06-12 Ong Chee Ting - Regional Plantations - Indonesia Sending Positive Signal On Its B30 Commitment Maybank Kim Eng
2020-06-11 Ong Chee Ting - Regional Plantations - May Stockpile Beat Street Estimates Maybank Kim Eng
2020-06-10 William Simadiputra | Jin Wu LOW | Singapore Research Team - Regional Plantations - Regaining Traction DBS Research
2020-06-08 Ong Chee Ting - Regional Plantations - CPO Export Duty Exemption Till End-2020 Is A Positive Move Maybank Kim Eng
2020-05-12 William Simadiputra | Singapore Research Team - Bumitama Agri - Good Start, But Stay Vigilant DBS Research
2020-04-06 Leow Huay Chuen | Jacquelyn Yow - Plantation – Singapore - Downside Risk If Indonesia Restricts Movements UOB Kay Hian
2020-04-03 Ong Chee Ting - Regional Plantations - COVID-19 ~ Indonesia Cuts Corporate Tax Rates Maybank Kim Eng
2020-04-02 Ong Chee Ting - Regional Plantations - Corn Is Still US Farmers’ Preferred Crop For 2020 Maybank Kim Eng
2020-03-31 Ong Chee Ting - Regional Plantations - 3 Additional Districts In Sabah Now Under COVID-19 Shutdown Maybank Kim Eng
2020-03-25 Ong Chee Ting - Regional Plantations - Operations At 3 Districts In Sabah Affected By COVID-19 Maybank Kim Eng
2020-03-11 Ong Chee Ting - Regional Plantations - Value Re-emerging In Small/Mid Caps Maybank Kim Eng
2020-03-10 William Simadiputra | Rui Wen LIM - Regional Plantation Companies - Defending Against The Oil Shock DBS Research
2020-03-05 Thilan Wickramasinghe | Gene Lih Lai [CFA] - Singapore Strategy - Viral Valuations Maybank Kim Eng
2020-02-19 Leow Huay Chuen | Jacquelyn Yow - Bumitama Agri - 2019 Still Not Out Of The Woods UOB Kay Hian
2020-02-18 William Simadiputra | Rui Wen LIM - Bumitama Agri - Recovery Trend To Continue DBS Research
2020-02-12 Ong Chee Ting - Regional Plantations - COVID-19 Unlikely To Affect Demand Of Staple Food, But … Maybank Kim Eng
2019-12-19 Singapore Research - Plantation Sector 2020 Outlook - Singapore Planters Still Inexpensive RHB Invest
2019-12-12 William Simadiputra - Plantation Sector 2020 Outlook & Strategy - Earnings Rebound On The Horizon DBS Research
2019-11-21 Leow Huay Chuen | Jacquelyn Yow - Plantation Singapore - 3Q19 Results Review ~ Earnings Turnaround, But Lower Than Expected UOB Kay Hian
2019-11-12 William Simadiputra | Rui Wen LIM - Bumitama Agri - Riding The Positive CPO Price Trend DBS Research
2019-11-12 Singapore Research - Bumitama Agri - Highly Sensitive To CPO Prices; Raise to BUY RHB Invest
2019-11-11 Ong Chee Ting - Regional Plantations - Tightening Supply Seen Boosting Exports And Prices Maybank Kim Eng
2019-09-11 William Simadiputra | Rui Wen LIM | Jin Wu LOW - Regional Plantations - Sideways At The Moment DBS Research
2019-09-05 Ong Chee Ting - Regional Plantations - India Raises Duty On Malaysian Refined Palm Oil By 5-ppts Maybank Kim Eng
2019-08-20 Leow Huay Chuen | Jacquelyn Yow - Plantation Singapore 2Q19 Results Review - Better 2H19 Ahead UOB Kay Hian
2019-06-27 Leow Huey Chuen | Jacquelyn Yow - Plantation – Singapore - The Future Of B30 Biodiesel In Indonesia UOB Kay Hian
2019-06-12 William Simadiputra | Rui Wen LIM - Plantation Companies - Normalising Stockpile, But Weak Soybean Price A Bane For CPO Price DBS Research
2019-05-24 Leow Huay Chuen - Plantation – Singapore - 1Q19 Results Review: Earnings Likely To Have Bottomed For This Cycle UOB Kay Hian
2019-05-15 William Simadiputra | Rui Wen LIM - Bumitama Agri - Earnings Cushion From Higher Output DBS Research
2019-05-15 Leow Huay Chuen | Singapore Research Team - Bumitama Agri - 1Q19 Unexpected High Expenses; FFB Production In Line UOB Kay Hian
2019-04-17 Singapore Research - Agricommodities Sector Outlook - An Opportunity To Trade In 2Q19 Maybank Kim Eng
2019-04-17 Leow Huay Chuen | Singapore Research Team - Plantation – Singapore - Catching Up On Valuation UOB Kay Hian
2019-04-17 Neel Sinha | Lai Gene Lih - Top Stock Ideas - Singapore Market Monitor ~ Foggy With A Hint Of Sunshine Maybank Kim Eng
2019-04-11 William Simadiputra | Rui Wen LIM - Regional Plantations - Hari Raya To Boost Apr-May Exports DBS Research
2019-04-05 Leow Huay Chuen | Regional Research Team - Plantation – Regional - Stronger Biodiesel Demand From Indonesia And Malaysia With Potential Increase In Biodiesel Mandates UOB Kay Hian
2019-03-14 Ong Chee Ting - Regional Plantations - EU Proposes To Ban Palm Biodiesel From 2030 Maybank Kim Eng
2019-03-11 William Simadiputra | Rui Wen LIM - Regional Plantation Companies - Signs Of Peaking Stockpile DBS Research
2019-03-07 Leow Huay Chuen | Malaysia Research Team - Plantation – Regional - Strong Demand For Biodiesel; Positive Outlook For CPO Prices UOB Kay Hian
2019-03-05 Leow Huay Chuen | Malaysia Research Team - Plantation - Positive CPO Price Outlook For 2019 UOB Kay Hian
2019-02-27 Leow Huay Chuen | Singapore Research Team - Bumitama Agri - 4Q18 Within Expectations; Strong Production Mitigates Impact From Low ASP UOB Kay Hian
2019-02-12 Leow Huay Chuen | Singapore Research Team - Bumitama Agri - 4Q18 Results Preview ~ Inventory Drawdown Compensates For Weak Selling Prices UOB Kay Hian
2018-12-14 Juliana Cai [CFA] - Singapore Strategy 2019 ~ Plantation Sector - Brace For Another Year Of Unexciting Prices 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
2018-11-26 William Simadiputra | Rui Wen LIM - 2019 Outlook & Strategy ~ Plantations - Bottoming Out, Poised To Rebound DBS Research
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
2018-10-10 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
2018-08-14 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
2018-07-16 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
2018-05-22 Leow Huey Chuen | Ooi Mong Huey - Plantation Stocks - 1Q18 Results Review ~ Production And Sales Volume Below 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
2018-03-26 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 William Simadiputra | Singapore Research Team - Bumitama Agri (BAL SP) - Share Price Still Trails Strong 4Q Performance DBS Research
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 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
2017-09-20 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
2017-08-15 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
2017-05-18 Singapore Research Team | Ooi Mong Huey - Singapore Plantation - 1Q17 Results Review ~ Weaker Qoq On Seasonality UOB Kay Hian
2017-05-16 Ooi Mong Huey | Singapore Research Team - Bumitama Agri (BAL SP) - 1Q17 Expecting Stronger Quarters UOB Kay Hian
2017-05-08 Singapore Research Team - Regional Plantation - Indonesia Biodiesel Volume Below Market Expectations UOB Kay Hian
2017-04-11 Hoe Lee Leng | Hariyanto Wijaya [CFA] - Plantation - Inventory Restocking Has Begun 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
2017-03-03 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 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
2017-02-08 Andrew Chow [CFA] | Singapore Research Team - Singapore Strategy - Dividend Plays To Crow About UOB Kay Hian
2017-02-06 Ooi Mong Huey - Singapore Stock Alpha Picks - Top-slicing After Outperformance UOB Kay Hian
2017-01-23 Ooi Mong Huey | Singapore Research Team - Bumitama Agri (BAL SP) - 4Q16 FFB Production Improves qoq And yoy UOB Kay Hian
2017-01-06 Singapore Research Team - Plantation - Plantation Companies’ Share Prices Underperform 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
2016-10-25 Singapore Research Team - Bumitama Agri (BAL SP) - 3Q16 FFB Production Improves qoq And yoy UOB Kay Hian
2016-08-19 Singapore Research Team - Plantation - 2Q16 Results Review ~ Tight FFB Supply Supports CPO Prices UOB Kay Hian
2016-08-08 Singapore Research Team - Bumitama Agri - 2Q16 Below Expectation On Higher-than-expected Depreciation UOB Kay Hian
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 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
2016-06-27 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
2016-05-18 Singapore Research Team - Plantation - 1Q16 Results Review ~ High CPO Prices Not Reflected In Results 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
2016-03-04 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 Singapore Research Team - Bumitama Agri - 2015 Results Supported By Strong FFB Production Growth UOB Kay Hian
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
2015-12-02 Singapore Research - Plantations - El Nino’s Unprecedented Impact On Edible Oil RHB Invest
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 Alvin Tai [CFA] | Hoe Lee Leng | Hariyanto Wijaya [CFA, CFP, CA, CPA] - Plantation - Upgrading 2016 CPO Price On Perfect Storm RHB Invest
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
2015-08-14 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