101814969 :
At this time of supply glut and rising inflation, the price going north is possible, especially every household needs to cook not mentioning other consumption, the total of which far outstrips supply. I'm queuing to buy at current low price. Any comments?
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CIMB neutral about Palm Oil prices after Indonesia raised biodiesel mandate to 35%. What are the impacts to Wilmar and KL Kepong and what are Indonesia possible moves ahead?
$丰益国际(F34.SG)$$Kencana(BNE.SG)$$益资源(EB5.SG)$$金光农业资源(E5H.SG)$$印多福农业资源(5JS.SG)$$布米达马农业(P8Z.SG)$
Edge: RHB remains ‘neutral’ on plantation sector while awaiting for geopolitical tensions to simmer down
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Revisiting my call on Gold made about one year ago and views on other commodities
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Edge: Indonesia ‘clearly’ did not benefit from palm oil export ban, prices correct 28% after lifting: UOBKH
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Bloomberg: Palm Oil Rout Deepens on Surging Exports and Crude Oil’s Slump
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Indo May WIDEN BAN if needed! Ban refined, bleached and deodorized (RBD) palm olein but allows crude palm oil or other derivatives export.
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