Malaysia's Plantation Sector Likely to Remain Stable -- Market Talk

Dow Jones09-08

0229 GMT - Malaysia's plantation sector is likely to remain stable as edible oil supply tightness may persist into next year, Kenanga IB analyst Khoo Teng Chuan says in a note. Crude palm oil prices may average at MYR4,200 a ton in 2025 before softening to MYR4,000/ton in 2026 amid improving global supply, he notes. Sector downside risk is limited, but Khoo maintains a neutral rating on the sector due to a lack of strong catalysts leads. PPB Group is one of Kenanga's preferred picks due to its recovering earnings--with legal developments related to its associate Wilmar International seemingly priced in. It also prefers Hap Seng Plantations for its high dividend yield. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

September 07, 2025 22:29 ET (02:29 GMT)

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PPB Group is one of Kenanga's preferred picks due to its recovering earnings--with legal developments related to its associate Wilmar International seemingly priced in. It also prefers Hap Seng Plantations for its high dividend yield. 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