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发表于 31-10-2008 09:08 AM
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发表于 31-10-2008 10:02 PM
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发表于 31-10-2008 10:05 PM
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发表于 31-10-2008 10:21 PM
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发表于 3-11-2008 08:19 AM
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发表于 3-11-2008 08:23 AM
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穩定棕油價措施、翻種合時‧生物柴油效應待觀察
（吉隆坡）政府計劃推行油棕翻種與增加棕油生物柴油使用2項措施，以穩定原棕油價格。聯昌研究較看好前者能發揮正面效應，後者則可能面對執行效率問題。
首相拿督斯里阿都拉宣佈將撥款2億令吉翻種全國20萬公頃油棕地，並強調目前原棕油價格走軟是最好翻種產能低老樹的最好時機。另外，他也宣佈將利用5%棕油成份參入柴油，於明年2月讓部份政府交通工具使用，並於日後拓展至其他公共交通工具。
棕油參入柴油料每年將消耗50萬公噸棕油，由於目前我國每年生產棕油1780萬，料50萬公噸不會影響其他領域如食物、藥劑、食物供應與化妝品等供應。
聯昌研究認為這項消息並不令人驚訝，由於數週前政府提高原棕油出口免稅門檻從200萬至300萬公噸，可看出政府近期頻頻出手打救原棕油市場決心。
“其實，翻新津貼政策並非新創，這次政府給予每公頃1000令吉補貼政策，與2001年3月時政策差不多，當時是撥款2億令吉翻種20萬公頃土地，最終成功翻種17萬2188公頃地皮。”
不過，分析員擔心目前翻種成本已經高漲一倍，即從2001年每公頃6000至7000令吉躍升至目前1萬2000令吉，換句話說，目前這項津貼料只佔翻新成本8%，因此可能無法真正吸引園主執行申請津貼。
“不過最終相信仍有大批園主會申請，因為這個津貼已算可接受數額，加上許多園主已經因較早前原棕油價高漲而拖延翻新計劃，因此這項政策來得合時。”
聯昌指出，園主大概會翻種超過25年的種植地，族要集中在西馬。由於去年半島原棕油產量為每公頃3.4公噸，假設潛在翻種種植地勢原棕油產量低於半島平均50%的，加上這項津貼獲100%申請，料將會減少棕油供應達34萬公噸或佔2007年總產量2.1%。同時，翻種需要時間執行，料這項計劃效應明年杪才會見效。
至於政府強制公共交通交通的做法料可能會面對物流與基建議題而展延。“假設政府汽車佔全國柴油交通工具10%，料這項計劃明年將消耗棕油使用量50萬公噸。不過市場目前對這項政策有抱怨，因此可能會展延至2010年才施行。”
聯昌認為，上述政策對原棕油價格都有支撐作用，不過料翻種津貼比較正面，唯一阻礙是翻種成本偏高。同時，由於大馬與印尼政府最近積極抑制棕油生產量與穩定棕油價，料短期可以刺激原棕油購興。不過仍維持本地種植股“減碼”評級，反而上調新加坡與印尼數家種植公司評級，主要是大馬種植股本益比仍偏高，評級相對不誘人。 |
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发表于 3-11-2008 08:38 PM
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Palm oil futures soar 10pc PALM oil futures in Malaysia rose tothehighest in almost two weeks,after posting their worst monthly fallinOctober since at least 1995,on expectation low prices andeasingeconomic conditions may revivedemand.
China and India, the world’s largest buyers of palm oil,areacceleratingefforts to prop up growth as a global slumpthreatenstheir economies.The Reserve Bank of India on November 1lowered itsbenchmark repurchaserate for the second time in two weeks.ThePeople’s Bank of China onOctober 29 cut its key rate for thethirdtime in two months.
“We expect the current volatile globaleconomic conditions tostartto stabilise in 2009 and should see demandfor palm oil to pickup,”analysts at ECM Libra Capital Sdn Bhd said ina report today.
Palm oil for January delivery soared as much as10 per centtoRM1,666 (US$473) a metric ton on the MalaysiaDerivatives Exchange,thehighest since October 21, and closed at thatlevel. It touchedathree-year low of RM1,331 a ton on October 28, 70per cent off itsMarchrecord.
Palm oil production may also ease “inthecoming year due to thelow-yield cycle,” ECM Libra analysts said,addingthat crude palm oilprices should be about RM2,300 a ton inthelong-term.
The edible oil, used mainly in cooking and increasingly asafuelsubstitute, plunged 28 per cent last month as lower demandcutexportsfrom Malaysia, the world’s second-largest producer,andstockpilesgained.
Exports from Malaysia fell 12 per cent inSeptember,liftinginventories 5.5 per cent from the previous month to1.95million tons,the third-highest on record, the Malaysian Palm OilBoardsaid onOctober 10.
Palm oil futures rose today along with soybean oil. The two are the world’s most consumed edible oils.
Soybean oil for December delivery, which dropped 24 per centinOctober,rallied as much as 6 per cent today to 35.60 cents apoundinafter-hours trading on the Chicago Board of Trade. It tradedat35.30cents at 4.02 pm Singapore time, a 68 per cent premium topalmoil,according to Bloomberg data. The premium reached the highest inayearof 89 per cent on October 29.
Crude oil for December deliverylost earlier gains and fell 0.9percent to US$67.17 a barrel at 5.01pm Singapore time. Vegetableoils,which can be used as biofuels, trackcrude oil prices.
Palm oil prices may remain volatile, saidMacquarie Bank in areporttoday. “The market has come to realise thatthe oil price has nowbecomea ceiling for edible oil prices,”Macquarie said.
“We have reduced our crude palm oil priceforecasts to US$400 atonin 2009 and US$500 a ton in 2010, fromUS$1,025 a ton and US$1,000aton,” the report said. “Crude palm oilprices will continue toremainunder pressure over the next two years.We expect demand foredible oilsto remain weak in light of the globaleconomic recession.” -Bloomberg |
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发表于 4-11-2008 08:31 AM
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CPO futures surge on soyaoil uptrend
CPO FUTURES
CRUDE palm oil futures pricesonBursaMalaysia Derivatives Bhd closed higher yesterday followingtheuptrendof soyaoil prices on the Chicago Board of Trade, dealers said.
At the close, November 2008 increased RM160 to settle atRM1,721pertonne, and December 2008, January 2009 and February 2009gainedRM152to settle at RM1,662 per tonne, RM1,667 per tonne andRM1,667 pertonnerespectively.
Turnover rose to 13,996 lots from last Friday's13,519 lots whileopeninterests declined to 90,065 contracts from90,371 contractspreviously.
On the physical market, November South was higher at RM1,730 per tonne compared to RM1,570 per tonne previously.
No transaction was recorded for the US palm oil futures.
RUBBER
PRICES on the Malaysian rubber market closed mixed in quiet trading with very little demand for the commodity, dealers said.
They said it was also due to the closure of the Tokyo Commodity Exchange (Tocom) for Japan's Culture Day celebration.
At noon, the Malaysian Rubber Board's official physicalpricefortyre-grade SMR 20 declined three sen to 623 sen per kgfromlastFriday's 626 sen per kg while latex in bulk increased 4.5 sento453.00sen per kg from 448.5 sen per kg.
The unofficial sellers'closing price for tyre-grade SMR 20 rose 10.5sento 628.5 sen per kgfrom 618 sen per kg while latex in bulk added5.5 sento 456 sen per kgfrom 450.5 sen per kg.
TIN
TIN price on the KualaLumpur Tin Market (KLTM) closed lower yesterdaybyUS$900 (US$1 =RM3.56) to settle at US$13,700 per tonne in line withtheeasierperformance on the London Metal Exchange (LME), dealers said.
Tin price on the LME, which influenced global prices, declined by US$1,200 to close at US$13,450 per tonne.
On the local front, turnover was higher at 60 tonnes comparedwithlastFriday's 54 tonnes, with the participation of Japanese,Europeanandlocal traders.
At the opening level, buyers made bids for 20 tonnes while offers were at 80 tonnes.
The price differential between the KLTM and the LME widened toUS$550pertonne compared with US$250 per tonne previously. - Bernama |
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发表于 4-11-2008 06:24 PM
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TOP 30 SHAREHOLDERS | # | SHAREHOLDER SHARES | HELD | % | | 1 | BATU KAWAN BHD | 486,154,077 | 45.65% | | 2 | EMPLOYEES PROVIDENT FUND BOARD | 81,006,050 | 7.61% | | 3 | LEMBAGA KEMAJUAN TANAH PERSEKUTUAN | 46,909,558 | 4.40% | | 4 | AMANAH RAYA NOMS SB SKIM AMANAH SAHAM BUMIPUTERA | 33,342,000 | 3.13% | | 5 | MSIA NOMS SB GREAT EASTERN LIFE ASS.BHD | 15,400,000 | 1.45% | | 6 | CITIGROUP NOMS SB EXEMPT AN-AMERICAN INT.ASS.CO.LTD | 15,252,950 | 1.43% | | 7 | AMANAH RAYA NOMS SB AMANAH SAHAM WAWASAN2020 | 13,355,500 | 1.25% | | 8 | CITIGROUPNOMS SB-CBNY-IVY FUNDS INC ASSET STRATEGY FUND | 11,247,850 | 1.06% | | 9 | HSBC NOMS SB EXEMPT AN-THE HONGKONG&SHANGHAI BANKING CORP.L. | 10,489,300 | 0.98% | | 10 | PERMODALAN NASIONAL BHD | 10,370,300 | 0.97% | | 11 | BATU KAWAN BHD | 9,747,450 | 0.92% | | 12 | VALUE CAP SB | 8,627,350 | 0.81% | | 13 | AMANAH RAYA NOMS SB AMANAH SAHAM MSIA | 7,500,000 | 0.70% | | 14 | HSBC NOMS SB EXEMPT AN-JPMORGAN CHASE BANK NATIONAL ASS. | 7,372,761 | 0.69% | | 15 | HSBC NOMS SB-BBH SCA-FIDELITY FUNDS ASEAN | 6,085,200 | 0.57% | | 16 | CARTABAN NOMS SB SB-SSBT FUND IBLJ - WILLIAM BLAIR INT.GROW. | 5,872,950 | 0.55% | | 17 | HSBC NOMS SB FORTIS GLOBAL CUSTODY SEV.N.V. | 5,250,000 | 0.49% | | 18 | STATE STREET AUSTRALIA FUND ATB1-PLATINUM ASIA FUND | 5,179,950 | 0.49% | | 19 | CARTABAN NOMS SB INV.BANK&TRUST CO.-ISHARES INC. | 5,123,100 | 0.48% | | 20 | CITIGROUP NOMS SB EXEMPT AN-MELLON BANK | 5,014,050 | 0.47% | | 21 | HSBC NOMS SB - TNTC-SAUDI ARABIAN MONETARY AGENCY | 4,946,000 | 0.46% | | 22 | HSBC NOMS SB-NOMURA ASSET MGMT MSIA - EPF | 4,750,000 | 0.45% | | 23 | HSBC NOMS SB-EXEMPT AN-JPMORGAN CHASE BANK NATIONAL ASS. | 4,702,935 | 0.44% | | 24 | CBNY-WADDELL&REED ADVISORS ASSET TRATEGY FRATEGY FUND INC. | 3,642,050 | 0.34% | | 25 | CARTABAN NOMS SB-GOV.OF SPORE INV.CORP.PTE LTD-GOV.OF SPORE | 3,631,350 | 0.34% | | 26 | SBB NOMS SB - EMPLOYEES PROVIDENT FUND BOARD | 3,596,300 | 0.34% | | 27 | CITIGROUP NOMS SB - CBNY-IVY GLOBAL NATURAL RESOURCES FUND | 3,500,000 | 0.33% | | 28 | CARTABAN NOMS SB-EXEMPT AN-CACEIS BANK LUXEMBOURG | 3,286,500 | 0.31% | | 29 | STATE STREET LUX.FUND9T02-EMERGING MRKS HIGH VALUE TEILFONDS | 3,256,850 | 0.31% | | 30 | WAN HIN INV.SB | 3,125,000 | 0.29% |
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发表于 5-11-2008 01:23 AM
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明天早上对种植股来说应该是晴天吧，原油起到７1块出了，加上US现在也起３％，希望等下不会突然来个晴天霹雳 |
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发表于 7-11-2008 06:35 PM
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| General Announcement | | Reference No KLK-081107-06C83 |
| Company Name | : | KUALA LUMPUR KEPONG BERHAD | | Stock Name | : | KLK | | Date Announced | : | 07/11/2008 |
| Type | : | Announcement | | Subject | : | | SCHEDULE FOR RELEASE OF 4TH QUARTER RESULTS |
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| | Contents | : | | Wewish to advise that the 4th Quarter Results (July to September 2008) ofthe KLK Group is scheduled for release on Friday, 21 November 2008evening. |
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发表于 7-11-2008 06:37 PM
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发表于 9-11-2008 11:18 AM
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发表于 9-11-2008 12:33 PM
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发表于 9-11-2008 12:38 PM
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回复 194# Orochimaru 的帖子
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８块钱左右买进是安全的。已经５０％discount了。 |
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发表于 9-11-2008 02:08 PM
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如果以往两年是派息40sen，希望今年也是如此。。。因油棕今年赚了不少只怕最近油棕价跌可能影响它末季的赢利。。。那就派少息。 |
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发表于 9-11-2008 04:33 PM
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发表于 9-11-2008 05:12 PM
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发表于 9-11-2008 05:33 PM
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发表于 9-11-2008 05:43 PM
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