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MBSB Research expects plantation companies to benefit from higher realised CPO prices in the third quarter of FY2026. Average CPO prices were RM4,552 per tonne, up 6.6% year on year.
MPOB reported Q3 CPO output of 5.7 million tonnes, up 4.0% year on year.
Firm realised prices and steady output point to a well-supplied but not weak palm market. The effect on feed prices is limited.
Not enough comparable past events yet for a historical read.
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.