SD Guthrie's Key Catalysts Appear Priced In -- Market Talk

Dow Jones02-26

0241 GMT - Most of SD Guthrie's key catalysts have already been priced in at current valuations, according to TA Securities' Angeline Chin. Strong upstream margins and recurring land monetization income should support earnings stability, the analyst says in a note. However, the outlook could remain constrained by weaker downstream margins in Europe, rising fertilizer costs and a softer crude palm oil price environment in 2026 amid higher global oilseed supply, she notes. Policy uncertainties in Indonesia and unfavorable weather conditions could weigh on output growth and limit upside potential, she adds. TA Securities maintains a sell rating on the stock but raises SD Guthrie's target price to MYR6.03 from MYR5.63 after rolling the base year forward. Shares are 1.0% lower at MYR5.80. (yingxian.wong@wsj.com)

 

(END) Dow Jones Newswires

February 25, 2026 21:41 ET (02:41 GMT)

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