The plantation sector's upcoming results for the fourth quarter of financial year 2025 (4Q25) will likely be broadly in line with expectations despite weaker year-on-year (y-o-y) upstream segment performance.

The performance of the plantation sector's upstream segment is expected to be split for the fourth quarter of 2025 (4Q2025), said HLIB Research. HLIB pointed to a mixed upstream performance as four out of seven planters recorded positive quarter-on-quarter growth in fresh fruit bunch (FFB) output, namely Genting Plantations Bhd (KL:GENP), Hap Seng Plantations Holdings Bhd (KL:HSPLANT), IOI Corporation Bhd (KL:IOICORP) and Kuala Lumpur Kepong Bhd (KL:KLK).

THE ringgit’s strength could enliven the upcoming corporate earnings reporting season as investors watch for companies that are sitting prettier than others and have the capacity to be more generous with the final dividend. The ringgit strengthened about 10% against the US dollar (USD) ...

WITH plantation companies like SD Guthrie Bhd (KL:SDG) and Kuala Lumpur Kepong Bhd (KL:KLK) venturing into industrial park development, a derivative question would be whether others will follow the land monetisation strategy to bolster profit and reward shareholders. As the population h...

PETALING JAYA: The plantation sector is expected to remain profitable in the year ahead, supported by still-firm crude palm oil (CPO) prices and healthy balance sheets, even as limited earnings growth and fading price momentum cap further upside for stocks.

With the "planning phase" of national blueprints now concluded, 2026 is emerging as a critical year of execution for the country. As the 13th Malaysia Plan (13MP) kicks off alongside the Visit Malaysia 2026 campaign, we dive into the catalysts and hurdles facing 11 selected sectors — from tech and utilities to aviation and property— as they balance global uncertainties against domestic growth drivers.

UNLIKE some of its regional peers, the local bourse’s gain in 2025 was relatively mild, with the bellweather FBM KLCI rising only 2.3%. The Bursa Malaysia Emas Index, which tracks Main Market stocks, declined by 2.2%, while the ACE Market Index suffered a steeper fall of 9.4%. Against t...

THE local equity market is expected to see clearer skies ahead as much of the uncertainty surrounding US tariffs has largely been priced in. This optimism is underpinned by expectations of stable corporate earnings growth, currently undemanding valuations, the potential for a policy rate cut and ...

Crude palm oil (CPO) prices are expected to remain volatile in 2026, but most analysts see a broadly supportive trading band anchored by structural biofuel demand, seasonal restocking and disciplined supply growth.

（吉隆坡13日讯）棕油库存高企，分析员认为这会不利于原棕油价，加上未来将有3个原因使到价格继续疲软，因而下调2026年棕油价预测至每公吨4000令吉，直至库存恢复正常。不利纯种植户 下游企业受惠联昌研究在报告里指出，棕油价下跌对纯种植户不利，但对下游企业有利，毕竟原材料成本会随之降低。综合所得，该行分析员维持对种植行业的“增持”评级，并认为卖土地库套现，是种植公司的关键催化剂。大马棕油据最新数据显示，2025年12月棕油库存按月增长7.6％，按年增长78.5％，达到305万公吨，是7年新...

Malaysia's plantation sector is expected to see firmer earnings momentum as supply-side constraints and policy catalysts set the stage for a recovery in crude palm oil (CPO) prices in the months ahead, analysts say.

THE Bursa Malaysia Plantation and Real Estate Investment Trusts (REIT) indices emerged as the top-performing sectors on Bursa Malaysia in 2025 on a year-to-date (YTD) basis (as of Dec 19), outperforming the benchmark FBM KLCI due to the broad-based weakness across most industries. Only ...

EVEN as overall trading activity on the local stock market remained subdued this year, Bursa Malaysia hit its target of 60 initial public offerings (IPOs), placing Malaysia top of the Asean IPO market in terms of listing numbers. But underscoring the competition for investor interest, t...

 （吉隆坡10日讯）受产量高企和出口需求疲弱影响，大马11月原棕油库存大起13%至284万公吨，创下6年半来新高。产量高企 出口疲弱大马棕油局公布最新数据，11月原棕油库存按月增长13%至284万公吨，创下2019年3月以来最高，也较彭博社预期的10%增幅为高。11月原棕油产量减少5.3%至194万公吨，但仍创下2017年以来最高的11月产量，出口则大跌28.1%至121万公吨，扭转出口连续2个月走高势头。大马原棕油库存自今年3月来持续攀升，促使投资者对出口前景感到忧虑，令大...

PETALING JAYA: Kenanga Research remains neutral on the plantation sector as there are no strong upside catalysts in sight, despite limited downside risks and undemanding valuations.

A constructive outlook for crude palm oil (CPO) prices over the near to medium term has resulted in analysts maintaining an "overweight" stance on the plantation sector.

THE Sabah election on Nov 29 comes just as a much larger structural question is unfolding — the state’s long-delayed 40% net revenue entitlement from Putrajaya. After years of stop-start negotiations, both the federal and Sabah state governments have recently resumed talks to come to a ...

 在当前种植土地扩张受限、环境社会治理（ESG）审查日益严格、库存见顶与行业周期转弱的交汇点，原棕油行业正迎来10年未遇的关键转折。这不仅是一场利润之争，更是一场格局之变。昔日被冠以“传统”与“强周期”的行业，正被政策、环境与资本三重力量重塑，一场深刻的结构变革已蓄势待发。政策 环境 资本三重力量重塑最新数据显示，原棕油库存或已于今年10月见顶，并自11月起转入下行通道，符合传统季节性减产规律。更重要的是，原棕油相对大豆油的价格折价持续扩大，这一价差若能延续，将有效刺激出口需求...