SD Guthrie's Cost Pressures Likely Offset by Higher Crude Palm Oil Prices -- Market Talk

Dow Jones03-30

0140 GMT - SD Guthrie's rising diesel and logistics costs could be offset by elevated crude palm oil prices, Public Investment Bank analyst Chong Hoe Leong says in a note. The company is pivoting into industrial land and renewables to diversify its earnings base, he notes. Fertilizer costs, which accounts for 27%-28% of direct costs, are locked in for this year, while diesel risks are higher in Indonesia, he says. Limited direct exposure to the Middle East reduces immediate impact, though prolonged conflict could lift shipping costs, he adds. Chong says about 42% of SD Guthrie's 2026 Malaysian output is locked in at 4,400 ringgit a ton. Public IB maintains an outperform rating on SD Guthrie and keeps the target price at 6.79 ringgit. Shares are unchanged at 5.92 ringgit.(yingxian.wong@wsj.com)

(END) Dow Jones Newswires

March 29, 2026 21:40 ET (01:40 GMT)

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