Sun Is Shining For Palm Oil Stock

Ong Chee Ting, Regional Plantation Analyst, Maybank Investment Bank

09-Dec-19 09:15

Pause
Embed

Ong Chee Ting, Regional Plantation Analyst from Maybank Investment Bank tells us that despite a weak 3rd quarter corporate earnings season for the plantation sector, things looks brighter in the 4th quarter and also 2020 as CPO prices have recovered year on year. He however still prefers the small cap names as they are more leveraged to the commodity’s price movements.

Presented by: Lyn Mak, Wong Shou Ning

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: Trends and Forecasts, Markets, Investments

Tags: palm oil, malaysia plantation, agribusiness, CPO,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Masahiro Wakasugi of Bloomberg Intelligence shares his analysis of the potential impact of U.S tariffs on the semiconductor sector.

7:45 AM

Morning Brief

Dr. Kathryn Robison of the University of Sydney discusses Donald Trump’s crackdown on Big Tech.

8:00 AM

The Breakfast Grille

Desmond Chan of TVB International speaks about how the legacy broadcaster plans to reinvent itself.

8:30 AM

Morning Brief

James Gomez, Regional Director of the Asia Centre shares his thoughts on the upcoming Singapore May 3rd General Elections.

8:45 AM

Morning Brief

Gloria Lin, Research Officer at the ISEAS – Yusof Ishak Institute talks about what needs to be done for Malaysia to move up the rare earth value chain.

9:00 AM

Opening Bell

(REPEAT) Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) Masahiro Wakasugi of Bloomberg Intelligence shares his analysis of the potential impact of U.S tariffs on the semiconductor sector.

9:35 AM

Ringgit & Sense

Dr. Joshua Netto and Gor Sheau Shuenn discuss the aftermath of the Putra Heights explosion, and insurance products that might cover these material losses.

10:05 AM

Open For Business

Diana Lim, Vice President, Partnerships, CardUp

11:00 AM

Tech Talk

Malaysia - The Next Esports Powerhouse In SEA?

12:00 PM

Enterprise Explores

Detoxifying A Toxic Workplace

1:00 PM

The Breakfast Grille Repeat

Desmond Chan of TVB International speaks about how the legacy broadcaster plans to reinvent itself.

2:05 PM

Discovery Hour

We discuss how sex and relationships are affected by perimenopause, and how to create a safe space for women to acknowledge their sexual health issues with their partners and healthcare professionals.

3:05 PM

Beyond the Ballot Box

We speak to Bawani Kaniapan, PSM’s candidate for the Ayer Kuning by-election about what the third force can offer.

4:05 PM

Health & Living

Can you really hack your body towards immortality? We speak to a neurogeneticist and a dietitian to find out if you can change what your genes dictate and what living a healthy life actually means.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Thursday

8:00 PM

BBC World Service

PROGRAMMES