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Coffee prices jumped 6.8% over the past five days, driven by below-average rainfall in Brazil, raising concerns about the country’s coffee crop. Minas Gerais, Brazil's largest arabica coffee-growing region, recorded only 53.9 mm of rainfall last week, just 85% of the historical average. The spike in coffee prices is likely to have the most significant impact on MYOR (13% of COGS).
Cocoa prices decreased -5.1% over the past five days, mainly due to demand concerns amid high prices. The European Cocoa Association reported that 4Q grindings fell to 331,853 MT (-5.3% YoY), the lowest in 4 years. However, it is worth noting that recent light showers across West Africa have stopped, leading to a resurgence of hot and dry weather that could adversely affect young plants. As a result, cocoa prices may remain elevated for the foreseeable future. The potential increase in cocoa prices will impact MYOR the most (11% of COGS).
CPO prices surged +5.6% due to weather-related supply risks, as Indonesia and Malaysia’s meteorology agencies issued alerts for heavy rainfall across key palm oil-producing regions, potentially disrupting production. Higher CPO prices will hurt UNVR>ICBP>CMRY.
Samuel Sekuritas Indonesia is a leading Indonesian securities brokerage firm. Established in 1997, the firm has grown to become one of the most respected and trusted financial services companies in the country. With a wide range of services and products, Samuel Sekuritas Indonesia has become a trusted partner to many investors, both institutional and individual.
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