We think resolution of US CBP’s concerns could be in sight after SDP made significant progress in addressing gaps relating to its labour practices. However, this comes with one-off remediation fees and potential 7% increase in future cost of production that could also impact other Malaysian planters.
Equity Analysis /
MalaysiaMY : Agribusiness - The potential ESG costs for planters
Ivy Ng Lee
Head of Malaysia Research, Regional Head of Agribusiness @ CGS-CIMB
25 March 2022
25 March 2022
Published by