How Golden Agri will reap big-time benefits from CPO price rebound

It bounced to MYR2450 per ton.

According to OCBC, Golden Agri-Resources (GAR), being one of the largest palm oil plantation owners in the world, should benefit from the recent rebound in CPO (crude palm oil) prices to MYR2450/ton; this from a recent low of MYR2200/ton, buoyed by expectations of a potential fall in the CPO stockpiles in both Malaysia and Indonesia due to the upcoming Muslim holiday.

Recall that GAR has already seen a sharp rop in its inventory in 1Q13, which fell by 122k tonnes to 398k tonnes by end-Mar.

Here's more from OCBC:

Management had also previously guided for the inventory overhang to clear by end 1H13 to around its usual holdings of about 320k tonnes.

Management also noted that there appears to have been a substantial decline in inventories across the palm oil industry in Indonesia; it further believes that this will eventually be reflected in higher CPO prices down the road.

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