莫哈末哈里斯表示，由于许多小园主难以承受翻种成本及停产期间的收入损失，翻种进度滞后。...

KUALA LUMPUR: Malaysia’s palm oil industry is facing a “moment of crisis”, pressured by stagnant yields, rising costs and intensifying competition from alternative vegetable oils, said SD Guthrie Bhd group managing director Mohd Haris Mohd Arshad.

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 plantation sector is no longer lagging the valuations of the broader benchmark FBM KLCI, as it trades at some 16 times the price-to-earnings ratio.

（吉隆坡4日讯）第四季财报即将出炉，分析员认为，印尼种植地纠纷对本地种植企业依然是风险所在，整体影响虽可控，但种植领域整体催化剂有限，核心盈利预计会略为疲弱。或需为印尼土地纠纷作拨备肯纳格研究今天在报告里指出，种植公司的2025年第四季财报，可能会出现与印尼土地纠纷相关的新拨备。尤其森牙直利（SDG,5285,主板种植组）和云顶种植（GENP,2291,主板种植组）已同意这一观点。“对于云顶种植来说，其拨备金额（可能高达1亿3700万令吉），相对其盈利能力而言，金额较大。但除此之外，整体种...

（吉隆坡4日讯）肯纳格研究指出，印尼持续不断的土地重叠纠纷相关罚款，将影响种植公司2025年第四季盈利增长。

Plantation firms' earnings growth in the fourth quarter of 2025 would be impacted by the fines linked to the ongoing land overlap dispute in Indonesia, Kenanga Research said.

2月企业财报季临近，种植领域料迎来一轮风险与基本面的同步检视。...

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) ...

分析人士表示，槟城、雪兰莪和柔佛三个主要工业枢纽，今年预计将继续支撑工业产业的强劲需求。...

（吉隆坡30日讯）银行股止跌回稳，富时综指经过2天大跌后，周五开高走高，一度涨至1745点。富时综指周五早盘先升1.73点，挂1732.62点，随后投资者趁低吸纳下，盘中一度升到1744.82点，上升13.93点，不过回吐部分涨幅，午休升6.05点，收早1736.94点，昨日报1730.89点。有13只综指股上升、13只下跌和4只平盘。走稳的银行股包括丰隆银行(HLBANK,5819,主板金融服务组)上升50仙，升到24令吉82仙，是全场涨价股冠军；马来亚银行(MAYBANK,1155,主板...

（吉隆坡29日讯）森牙直利（SDG,5285,主板种植组）下游业务仍面对赚幅压力，分析员点出，管理层将透过差异化优势应对，看好上游业务表现稳，及继续趁热打铁把握政府积极发展元素释放土地价值做法可支撑盈利增长，乐观展望前景。兴业研究分析员在出席该公司首届投资者日，聆听来自上游、下游、数据分析、革新与永续经营等部门管理团队分享，包括新垂直业务的进展后，今日在报告披露，森牙直利盈利增长主要来自上游业务改善，以及持续解锁土地价值。“不过，该公司下游业务仍面临赚幅压力，计划透过差异化正面迎战。”该行...

BIGGER has not always meant better for shareholders in Malaysia’s corporate landscape. Despite bold strategic narratives and ambitions to create national champions, some mega mergers have struggled to translate scale into sustainable value, raising doubts over whether headline-grabbing deals trul...

（吉隆坡29日讯）市场消化联储局维持利率不变的决定，投资者继续对银行股展开套利，拖累马股周四盘中一度急跌至1719点，全场下跌股多达808只。今天开市时，富时综指先跌3.18点，以1753.31点开启今天交易，过后走势一路南下，一度急跌到1719.52点，下跌36.97点或2.10%，随后跌势缓和，午休收报1731.37点，半天跌25.12点或1.43%，昨日收盘报1756.49点。30只蓝筹股几乎全面下跌，多达27只下跌，当中丰隆银行(HLBANK,5819,主板金融服务组)收报24令吉1...

市场人士表示，令吉近期走强归功于外来直接投资（FDI），国内经济稳固也带动银行股领航走高，其他板块和股项料会陆续跟上。...

（吉隆坡28日讯）大马股市新年开局强劲，1月未结束，已超越马银行研究设定的全年目标，分析员归功大马获批投资逐步落实，11年前即2014年的投资巅峰期似乎卷土重来，接下来综指达到1850点牛市水平在望，这也将充分显示本地市场将进入投资上行周期。吉隆坡富时综合指数在1月27日（周二）收市报1771.25点，28日（周三）回调，降14.76点或0.83%，至1756.49点。马银行研究分析员在报告里指出，综指已经超过其年初设定的1730点目标。“新年至今，产业领域表现最佳，其次是科技和金融股。日...

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...

Malayan Banking Bhd Target price: RM12.70 BUY CIMB Group Holdings Bhd Target price: RM9.50 BUY...