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Malaysia Agricultural Products: MPOB stats: May ’26 – Exports fall -15% MoM as demand shifts to Indonesia-20260610
Citi· 2026-06-10 17:09
MPOB stats: May '26 – Exports fall -15% MoM as demand shifts to Indonesia Vi e w p o i n t | 10 Jun 2026 04:16:30 ET │ 13 pages Malaysia Agricultural Products CITI'S TAKE May '26 palm oil exports out of Malaysia fell -15% MoM as Indonesia sellers rushed to sell volumes before new export rules are implemented from June '26. However, we think exports are likely to rebound as demand normalizes in coming months. Maintain bullish stance on the CPO sector. Order of pref: SDG (Buy) > KLK (Buy) > IOI (Buy). Indones ...