Topic: plantations | The Star

TSH Resources seeks independent assessment over Indonesia fires, haze

KUALA LUMPUR: TSH Resources Bhd has offered to voluntarily engage independent assessors at its own expense to examine its operations, corporate relationships and supply chains in connection with fires in Indonesia that have contributed to transboundary haze.

Planters to benefit from higher CPO prices

PETALING JAYA: Plantation companies are expected to benefit from stronger realised crude palm oil (CPO) prices in the third quarter of financial year 2026 (3Q26), though the upside may be tempered by lower-than-expected CPO production and sticky production costs, according to MBSB Research.

SD Guthrie to ride on landbank monetisation

PETALING JAYA: SD Guthrie Bhd is expected to strengthen its earnings prospects and financial position as it accelerates the monetisation of its plantation landbank and expands its industrial development business, with analysts expecting its latest RM933.57mil land disposal to unlock further value and reduce borrowings.

Robust prices propel 3Q26 outlook for plantation players

Plantation companies are expected to post a stronger third quarter financial tear (3Q26) earnings sequentially due to higher production levels in the upstream segments and strong product prices.

Haze: MPOB reports show fires began outside Malaysian estates, says minister

MELAKA: The fires linked by an Indonesian NGO to 21 Malaysian companies did not start on their land, says Plantation and Commodities Minister Datuk Seri Dr Noraini Ahmad.

Perak Perhilitan receives six reports of elephant incursions in Sg Siput

IPOH: The Perak Wildlife and National Parks Department (Perhilitan) has received six official complaints in 2026 from oil palm smallholders in Kampung Perlop 1, Sungai Siput, over wild elephants destroying crops and plantation infrastructure.

Planter faces investigation over fire

SINGAPORE: The Indonesian authorities have started a preliminary inquiry into suspected land-clearing fires in a concession area operated by a subsidiary of Singapore-listed palm oil producer Kencana Agri.

Palm oil stocks tumble as S’pore probes haze links

SINGAPORE: The worsening haze across Singapore in recent weeks has cast a pall over the skies and certain stocks.

Biokenaf generates over RM50mil sales, creates over 50 job opportunities

JELI: The commercialisation of BioKenaf products, developed through research at Universiti Malaysia Kelantan (UMK), has successfully generated over RM50 million in sales and created more than 50 job opportunities for the local population.

Minimum wage hike damper for planters

PETALING JAYA: Budget 2027's minimum wage hike of RM300 per month could reduce plantation companies' potential earnings by 0.2% to 4% in financial year 2027 (FY27) and 2% to 7% in FY28 due to higher labour costs, says CIMB Securities Research.

TSH Resources寻求对印尼火灾和雾霾进行独立评估

吉隆坡：TSH Resources Bhd 主动提出自费聘请独立评估人员，审查其运营、公司关系和供应链，以调查印尼火灾是否造成跨境烟霾。

种植户将受益于毛棕榈油价格上涨

八打灵再也：MBSB 研究公司表示，种植园公司有望从 2026 财年第三季度（3Q26）更强劲的原棕榈油 (CPO) 实际价格中受益，但低于预期的 CPO 产量和粘性生产成本可能会抑制上涨幅度。

SD Guthrie将利用土地银行货币化政策

八打灵再也：SD Guthrie Bhd有望通过加快将其种植园土地储备变现并扩大其工业发展业务来增强其盈利前景和财务状况。分析师预计，该公司最近出售的9.3357亿令吉土地将释放更多价值并减少借款。

强劲的价格推动种植园主对2026年第三季度的展望。

由于上游环节产量增加和产品价格走强，预计种植园公司第三季度（2026 年第三季度）的财务收益将环比增长。

雾霾：部长称，MPOB报告显示火灾始于马来西亚庄园外。

马六甲：种植及原产品部长拿督斯里诺莱妮·艾哈迈德表示，印尼非政府组织将与21家马来西亚公司联系起来的火灾并非始于这些公司的土地。

霹雳州 Perhilitan 接获六份有关大象入侵 Sg Siput 的报告

怡保：霹雳州野生动物和国家公园局（Perhilitan）在2026年收到了来自双溪西布甘榜柏洛1号油棕小农户的六起正式投诉，投诉内容是野生大象破坏庄稼和种植园基础设施。

种植园主因火灾面临调查

新加坡：印尼当局已开始对新加坡上市棕榈油生产商 Kencana Agri 的子公司经营的特许经营区内疑似发生的土地清理火灾展开初步调查。

新加坡调查雾霾与棕榈油公司业务的关联，棕榈油股应声下跌

新加坡：近几周来，新加坡雾霾日益严重，给天空和某些股票蒙上了一层阴影。

Biokenaf公司年销售额超过5000万令吉，创造了50多个就业机会。

JELI：马来西亚吉兰丹大学 (UMK) 通过研究开发的 BioKenaf 产品的商业化已成功创造了超过 5000 万令吉的销售额，并为当地居民创造了 50 多个就业机会。

最低工资上涨抑制了种植园主的就业。

八打灵再也：联昌国际证券研究部表示，由于劳动力成本上升，2027 年财政预算案中最低工资每月上调 300 令吉可能会使种植园公司在 2027 财年（FY27）的潜在收益减少 0.2% 至 4%，在 2028 财年减少 2% 至 7%。