MPOB S&D Apr’24 vs Mar’24:
Prodn 1.502m vs 1.392m (+7.86%)
Impt 35k vs 22k
Expt 1.234m vs 1.327m (-6.97%)
LDsp 271k vs 295k
Stks 1.744m vs 1.713m (+1.85%)
Reuters Poll:
Prodn 1.46m (+5.0%)
Impt 28k
Expt 1.22m (-7.8%)
LDsp 309k
Stks 1.68m (-2.0%)
Bloomberg Poll:
Prodn 1.45m (+4.3%)
Impt 30k
Expt 1.21m (-8.3%)
LDsp 250k-400k
Stks 1.63m (-4.7%)
Production estimate–
MPOB
Pen Msia 856k (+7.31%)
Sabah 346k (+7.95%)
Sarawak 300k (+9.37%)
Total 1.502m (+7.86%)
MPOA
Pen Msia: +10.78%
East Msia: +8.76%
Sabah: +7.70%
Sarawak: +11.25%
Malaysia: 10.00% (est 1.53m mt)
SPPOMA
Yield: +5.82%
OER: -0.37%
Prod: +3.76%
Export estimate-
MPOB: 1,235,208 mt (-6.97%)
AmSpec: 1,144,100 mt (-11.46%)
ITS: 1,213,525 mt (-8.97%)
SGS: 1,045,679 mt (-6.15%)