Top Calls
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Sector Update � Plantation (NEUTRAL,
maintain)
- Inventory increase slightly to 2.24m MT Unexpectedly, inventory increased slightly to 2.24m MT in May15. CPO production continued to trend higher while exports surged. But imports were higher while domestic consumption remained flat. Implementation of the B10 programme in Malaysia and a stronger El Ni�o are potentially price-positive events. Maintain NEUTRAL.
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Other Calls
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| For important disclosures, please refer to the Disclosure section at the end of the individual linked research reports. |
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