Download Report Here (PDF) Summary Austindo Nusantara Jaya (ANJT:IJ): 2016 35% quarterly revenue at risk based on Q4 2015 actual revenue losses of 10% when ANJT did not meet buyers’ NDPE policy expectations. Sawit Sumbermas Sarana (SSMS:IJ): 2016 42% quarterly revenue at risk based on Q4 2015 actual revenue losses of 0% to 5% when …
Download Report Here (PDF) Summary Resolve issues pertinent to FGV’s 22% contested land bank so that FGV can sell firm-wide “higher-margin” CSPO into a growing global market. Manage FGV’s plantation assets in accordance to RSPO policies to avoid future suspension and cash-flow-at-risk. Grow firm value through value-added CSPO product development rather than “buying earnings” through financially …
Download Report Here (PDF) Key Findings RSPO Complaint Panel ruling on non-compliance expected soon RSPO’s formal rules require that IOI be suspended from selling CSPO if grievance is upheld in the Panel’s final ruling Several other buyers may suspend IOI independent from RSPO ruling Any form of suspension would trigger further CSPO contract revaluation Overview …
Indonesian Government Growth Down, Corporates’ Earnings Uncertain Across Indonesia, an area half the size of Switzerland burned in less than four months this year, with investors’ capital going up in smoke. From July 1st to October 20th, 2015, 97,000 fires were detected in Indonesia, and over two million hectares of forest caught fire, one-third of …
Sawit Sumbermas Sarana (SSMS), a large Indonesia palm oil producer, is exposed to significant financial risk due to sustainability and legal compliance issues that could prevent its plans for rapid growth, according to a new analysis released today by Chain Reaction Research (CRR).
Six of the ten largest palm oil producers traded on the Indonesian Stock Exchange (IDX) face high financial risk exposure from major traders committing to eliminate forest and peatland destruction and human rights abuses from their supply chain, according to a new analysis released today by Chain Reaction Research. The report assesses the financial risk …
Kuala Lumpur Kepong (KLK) is a large Malaysian palm oil company. It manages more than 200,000 hectares of palm oil plantations in Indonesia, Malaysia and Liberia, and is active in the manufacturing of oleochemicals in Malaysia, China and Europe. The company is active across the total palm oil value chain, but the revenue from its …
Palm oil company PT Golden Plantation has announced that it will conduct an initial public offering this December on the Indonesia Stock Exchange. We have identified several potential sustainability risks for Golden Plantations that could affect share buyers and other companies.
SINGAPORE — A new risk analysis released today by Chain Reaction Research (CRR) finds that deforestation and other sustainability issues pose major financial risks to palm oil giant Bumitama Agri. If the issues are not resolved, they could dramatically affect Bumitama’s access to its primary customers as well as global capital markets. However, the company …
Chain Reaction Research conducted a new analysis identifying serious undisclosed risks associated with the scheduled December 12 Initial Public Offering of the palm oil company PT Sawit Subermas Sarana (SSMS) on the Jakarta Stock Exchange.
