SharpFokus Brief – Friday, April 11, 2025
Palm Oil Inventory Still Tight, But Cashflow Leaders Are Elsewhere
Malaysian palm oil inventory for March was reported at 1.56 million tons, slightly up from February (1.51m), but still below last year’s 1.71m and March 2023’s 1.67m.
This suggests supply remains relatively tight, even if pricing is steady.
Palm oil prices are flat year-on-year, but still about 25% higher than two years ago—a clear tailwind for producers.
However, better prices haven’t yet translated into top-tier cashflow rankings.
Among the companies we track, none of the palm oil producers are in the Top 10 or Top 20 for CFROA.
The highest ranked? TAPG.jk at #23 in the latest SharpFokus Top 100.
This highlights a key SharpFokus insight:
Revenue is important—but it’s cashflow that matters.
⸻
Want full access to daily company research based on real cashflow performance?
A SharpFokus Subscription delivers a full company report every day, covering firms that make up over 90% of Indonesia’s market cap.
That’s about 80 reports per quarter—just IDR 12,500 per report.
Click here to subscribe.
Palm Oil Inventory Still Tight, But Cashflow Leaders Are Elsewhere
Malaysian palm oil inventory for March was reported at 1.56 million tons, slightly up from February (1.51m), but still below last year’s 1.71m and March 2023’s 1.67m.
This suggests supply remains relatively tight, even if pricing is steady.
Palm oil prices are flat year-on-year, but still about 25% higher than two years ago—a clear tailwind for producers.
However, better prices haven’t yet translated into top-tier cashflow rankings.
Among the companies we track, none of the palm oil producers are in the Top 10 or Top 20 for CFROA.
The highest ranked? TAPG.jk at #23 in the latest SharpFokus Top 100.
This highlights a key SharpFokus insight:
Revenue is important—but it’s cashflow that matters.
⸻
Want full access to daily company research based on real cashflow performance?
A SharpFokus Subscription delivers a full company report every day, covering firms that make up over 90% of Indonesia’s market cap.
That’s about 80 reports per quarter—just IDR 12,500 per report.
Click here to subscribe.