Loading…
PublicInvest Research said Indonesia's 20% domestic market obligation, which sets fixed domestic prices, cuts realised prices for Malaysian planters with Indonesian estates. Analysts named TSH Resources, Kuala Lumpur Kepong, Sime Darby Plantation and Genting Plantations as exposed.
The report also cited Indonesia's export tax and levy as widening the price gap between the two countries.
Lower realised prices for plantations with Indonesian output can reduce their incentive to sell into export channels and shape the regional spread between Malaysian and Indonesian palm prices.
en.infosawit.comInfoSAWIT EnglishFeb 9, 2022After 513 past neutral policy events, Palm Oil moved a median 0.0% over 5 sessions (50% higher; middle half -1.6% to +1.4%), and -0.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
