Buying opportunity: We believe that yesterday’s CPO Producers' adverse share price reactions, as investors took fright from the surprise Indonesian government announcements concerning commodity exports, give a great buying opportunity; more cautious investors may wish to see more detail emerge from the Indonesian government about the mechanics of their proposals, but the potential rewards may be lower. Yesterday, MP Evans fell by 28% and AEP Plantations fell by 22%, both from recent high points. ....
21 May 2026
Consumer - Cavendish sector note
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Consumer - Cavendish sector note
AEP Plantations Plc (AEP:LON), 1,878 | M.P. Evans Group PLC (MPE:LON), 1,528
- Published:
21 May 2026 -
Author:
Nigel Parson | Milo Bussell -
Pages:
10 -
Buying opportunity: We believe that yesterday’s CPO Producers' adverse share price reactions, as investors took fright from the surprise Indonesian government announcements concerning commodity exports, give a great buying opportunity; more cautious investors may wish to see more detail emerge from the Indonesian government about the mechanics of their proposals, but the potential rewards may be lower. Yesterday, MP Evans fell by 28% and AEP Plantations fell by 22%, both from recent high points. ....