Core Viewpoint - The outlook for Malaysia's plantation sector remains optimistic, providing a defensive buffer against market uncertainties due to the anticipated increase in palm oil demand from Indonesia's B50 biodiesel policy set to launch in the second half of the year [1] Summary by Category Market Outlook - The average crude palm oil price is expected to rise from 4,332 Malaysian Ringgit per ton last year to 4,400 Malaysian Ringgit per ton by 2026, supported by the B50 biodiesel policy [1] Policy Impact - Although the significant impact of the B50 policy is expected to be more pronounced from 2027, the news surrounding its implementation is likely to support prices in the interim [1] Company Preferences - Given the weak outlook for refining and oleochemical products, the company favors upstream businesses with larger exposure [1] - Malaysia Investment Bank maintains an "overweight" rating on the plantation sector, identifying SD Guthrie and Johor Plantations as preferred stocks [1]
机构：在B50生物柴油实施之际 马来西亚种植板块前景或将保持光明
Sou Hu Cai Jing·2026-01-08 04:05