Strategy Note /

Prepare for a rally in palm oil stocks

  • Crude oil correlation suggests that palm oil could rise further

  • Soybean oil is in tight supply due to war in Ukraine and drought in South America, pushing up demand for palm

  • Palm oil stocks have underperformed the commodity but look undervalued and could soon catch up

Prepare for a rally in palm oil stocks
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
1 June 2022
Published byTellimer Research


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