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Kencana Agriに関するコメント
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?
$Wilmar Intl(F34.SG)$$Kencana Agri(BNE.SG)$$First Resources(EB5.SG)$$Golden Agri-Res(E5H.SG)$$Indofood Agri(5JS.SG)$$Bumitama Agri(P8Z.SG)$
Edge: RHB remains ‘neutral’ on plantation sector while awaiting for geopolitical tensions to simmer down
$Wilmar Intl(F34.SG)$$First Resources(EB5.SG)$$Kencana Agri(BNE.SG)$$Golden Agri-Res(E5H.SG)$$Bumitama Agri(P8Z.SG)$
Revisiting my call on Gold made about one year ago and views on other commodities
$Kencana Agri(BNE.SG)$$First Resources(EB5.SG)$$Wilmar Intl(F34.SG)$$Golden Agri-Res(E5H.SG)$$Bumitama Agri(P8Z.SG)$
Edge: Indonesia ‘clearly’ did not benefit from palm oil export ban, prices correct 28% after lifting: UOBKH
$Wilmar Intl(F34.SG)$$Bumitama Agri(P8Z.SG)$$First Resources(EB5.SG)$$Kencana Agri(BNE.SG)$$Golden Agri-Res(E5H.SG)$
Bloomberg: Palm Oil Rout Deepens on Surging Exports and Crude Oil’s Slump
$Kencana Agri(BNE.SG)$$Wilmar Intl(F34.SG)$$First Resources(EB5.SG)$$Bumitama Agri(P8Z.SG)$$Golden Agri-Res(E5H.SG)$
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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