Research & Stock Picks

Company Reports

07 February 2025

By

Palm Oil Weekly (31 January – 6 February 2025): Avg. CPO MYR 4,477 (-0.7% WoW)

  • In the last 5D, CPO prices slipped -0.7% WoW, averaging MYR 4,477/MT. Despite earlier decline, prices rebounded on 5-Feb, driven by weather-related supply concerns.
  • Indonesia and Malaysia’s meteorology agencies issued alerts for heavy rainfall across key palm-producing regions, potentially impacting CPO production. Indonesia’s output is projected to decline approximately 9-15% MoM in January, while Malaysia’s production likely fell 10% to 11-month low, according to Bloomberg survey published this week.
  • On the demand side, market participants expect higher demand from Pakistan and Middle Eastern countries ahead of Ramadan, which begins in March. The combination of recovering demand and tight supply may drive prices up.
  • Given these conditions, our 2025 CPO price forecast of MYR 4,500/MT (YTD: MYR 4,500/MT, +7.2% YoY) may have upside potential, further supported by B40 biodiesel program and CPO’s defensive nature. Stock-wise, NSSS (TP: IDR 350/sh) and TAPG (TP: IDR 1,050/sh) are our top picks, given their young plantation profiles (<10 years), which allow for higher crop and extraction yields

Share This:

tren harga CPO

Download PDF

Download PDF

CPO - 31 January - 6 February 2025

Download PDF

CPO - 31 January - 6 February 2025

More Related

Morning Briefs

Nov 7, 2025

Economic Reports

Nov 6, 2025

Morning Briefs

Nov 6, 2025

Economic Reports

Nov 5, 2025

Economic Reports

Nov 5, 2025

Morning Briefs

Nov 5, 2025

laba bumi

Company Reports

Nov 5, 2025

Economic Reports

Nov 4, 2025

Economic Reports

Nov 3, 2025

Economic Reports

Nov 3, 2025

Economic Reports

Nov 3, 2025

Economic Reports

Nov 3, 2025

Morning Briefs

Nov 3, 2025

Company Reports

Oct 31, 2025

Morning Briefs

Oct 31, 2025

Economic Reports

Oct 30, 2025

Company Reports

Oct 30, 2025

Economic Reports

Oct 30, 2025

Technical Stock Analysis

Oct 30, 2025

Morning Briefs

Oct 30, 2025

Economic Reports

Oct 29, 2025

Technical Stock Analysis

Oct 29, 2025

Morning Briefs

Oct 29, 2025

Economic Reports

Oct 28, 2025

Technical Stock Analysis

Oct 28, 2025

Economic Reports

Oct 27, 2025

Technical Stock Analysis

Oct 27, 2025

Morning Briefs

Oct 27, 2025

Economic Reports

Oct 26, 2025

Technical Stock Analysis

Oct 24, 2025

Morning Briefs

Oct 24, 2025

Economic Reports

Oct 23, 2025

Technical Stock Analysis

Oct 23, 2025

Morning Briefs

Oct 23, 2025

Economic Reports

Oct 22, 2025

Economic Reports

Oct 22, 2025

Technical Stock Analysis

Oct 22, 2025

Morning Briefs

Oct 22, 2025

Economic Reports

Oct 21, 2025

Morning Briefs

Oct 21, 2025

Economic Reports

Oct 20, 2025

Morning Briefs

Oct 20, 2025

Technical Stock Analysis

Oct 20, 2025

Economic Reports

Oct 19, 2025

Company Reports

Oct 17, 2025

Technical Stock Analysis

Oct 17, 2025

Morning Briefs

Oct 17, 2025

Economic Reports

Oct 16, 2025

Technical Stock Analysis

Oct 16, 2025

Morning Briefs

Oct 16, 2025

Economic Reports

Oct 15, 2025

Technical Stock Analysis

Oct 15, 2025

Morning Briefs

Oct 15, 2025

Economic Reports

Oct 14, 2025

Technical Stock Analysis

Oct 14, 2025

Economic Reports

Oct 13, 2025

Morning Briefs

Oct 13, 2025

Technical Stock Analysis

Oct 13, 2025

Economic Reports

Oct 12, 2025

Technical Stock Analysis

Oct 10, 2025

Morning Briefs

Oct 10, 2025

Economic Reports

Oct 9, 2025

Technical Stock Analysis

Oct 9, 2025

Morning Briefs

Oct 9, 2025

Economic Reports

Oct 8, 2025

Technical Stock Analysis

Oct 8, 2025

Morning Briefs

Oct 8, 2025

Economic Reports

Oct 7, 2025

Technical Stock Analysis

Oct 7, 2025

Morning Briefs

Oct 7, 2025

Economic Reports

Oct 6, 2025