SD Guthrie (SDG MK) – Resilient Performance with Results in Line SD Guthrie (SDG MK) Result in line MALAYSIA | PLANTATION | RESULT 8 Aug 2025 6M25 core earnings grew 57% YoY to RM1.0bn, meet expectations 2Q25 revenue and core net profit delivered a resilient 2Q25 performance, underpinned by stronger upstream results Maintain our BUY…
SD Guthrie (SDG MK) – Malaysia Results Review RHB Shariah Compliant 8 August 2025 SD Guthrie (SDG MK)Strong Showing For 2Q25, More To Come In 2H25; BUY Agriculture | Agriculture Target Price (Return): MYR6.10 (+28%) Price (Market Cap): MYR4.77 (USD7,804m) ESG score: 3.2 (out of 4) Avg Daily Turnover (MYR/USD) 12.0m/2.82m BUY (Maintained) Analysts Hoe…
SD Guthrie Berhad: Upstream Strength Offsets Downstream Weakness ► TA SECURITIES A MEMBER OF THE TA GROUP RESULTS UPDATE Friday, August 08, 2025 FBMKLCI: 1,549.11 Sector: Plantation SD Guthrie Berhad Upstream Strength Offsets Downstream Weakness Angeline Chin Tel: +603-2167 9611 angelinechin@ta.com.my www.taonline.com.my TP: RM5.18 (+8.6%) HOLD (ESG: ★★★★) Last Traded: RM4.77 Review SD Guthrie Berhad…
SD Guthrie: Still a CPO play AmInvestment Bank PLANTATION SD GUTHRIE: Still a CPO play (SDG MK, SDGU.KL) 8 Aug 2025 HOLD (Maintained) Gan Huey Ling gan-huey-ling@ambankgroup.com 03-2036 2305 Rationale for report: Company Results Price RM4.77 Target Price RM4.89 52-week High/Low RM5.19/RM4.22 Key Changes Target Price ⇔ EPS ↔ YE to Dec FY24 FY25F…
SD Guthrie: Malaysia Company Update – RHB RHB Shariah Compliant Malaysia Company Update 22 July 2025 SD Guthrie (SDG MK) New Earnings Contributions From 2H25 Onwards Agriculture | Agriculture Buy (Maintained) Target Price (Return): MYR5.45 (+14%) Price (Market Cap): MYR4.77 (USD7,774m) ESG score: 3.2 (out of 4) Avg Daily Turnover (MYR/USD): 11.7m/2.77m Keep BUY and…
PhillipCapital Plantation Sector Report P PhillipCapital SD Guthrie, Sarawak Plantation Berhad: Neutral Sector Outlook Amid Tariff Shift on Indonesia MALAYSIA | SECTOR | NEUTRAL 17 July 2025 Indonesia’s reduced tariff rate to 19% (vs. Malaysia’s prevailing 25%) narrows competitive advantage in the US market. While Malaysia’s planters’ low direct exposure to the US market helps…
SD Guthrie (SDG MK) Malaysia Company Update: Value Unlocking Justifies Premium Valuation Shariah Compliant SD Guthrie (SDG MK) 9 July 2025 Value Unlocking Justifies Premium Valuation; Still BUY Agriculture | Agriculture Buy (Maintained) Target Price (Return): MYR5.45 (+13%) Price (Market Cap): MYR4.81 (USD7,879m) ESG score: 3.2 (out of 4) Avg Daily Turnover (MYR/USD) 12.2m/2.84m Analysts…
“`html RHB Plantation Sector Report RHB Plantation Sector: More Even Fundamentals; Geopolitical Risks Remain 9 July 2025 Plantation More Even Fundamentals; Geopolitical Risks Remain Regional Sector Update Agriculture | Plantation Neutral (from Overweight) Downgrade to NEUTRAL from Overweight; Top Picks: Value plays – Johor Plantations (JPG), Sarawak Oil Palms (SOP), IOI Corp (IOI) and London…
SDG (5285): Value Unlocking Strategy Justifies Premium, RHB Says BUY Summary (TL;DR): Research Firm: RHB Investment Bank Subject: SDG / SDG (5285) Core Rating: BUY Target Price / Top Picks: MYR 5.45 One-Liner: RHB believes SD Guthrie’s value-unlocking strategy warrants a premium valuation, as contributions from its new business verticals are yet to be fully…
SDG (5285): Value Unlocking Poised to Drive Future Growth Summary (TL;DR): Research Firm: RHB-OSK Investment Bank Subject: SDG / SD Guthrie (5285) Core Rating: BUY Target Price / Top Picks: MYR 5.45 One-Liner: SD Guthrie’s strategic value-unlocking initiatives are expected to drive future earnings growth, justifying its premium valuation despite a moderated CPO price outlook….
