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Top Calls
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Sector Update � Plantation (NEUTRAL,
maintain)
- Feb15 inventories declined slightly Even though Feb is traditionally a weaker month, the mom and yoy decline in exports in Feb15 is indicative of a still weak demand. Mitigated by a slight decline in CPO production, palm oil inventory declined slightly to 1.74m MT. We maintain our CPO ASP forecasts, sector NEUTRAL stance and stock calls.
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Other Calls
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