农业股 Plantation / Agriculture Share

fbb05

我有Golden Agri

bunbun

我也在0.675买入了Golden Agri~ 现在0.65了~ 要不要尽快放手啊？

fbb05

bunbun 发表于 6-10-2012 05:22 PM
我也在0.675买入了Golden Agri~ 现在0.65了~ 要不要尽快放手啊？

今天又大跌了
跌势已经形成了
可能会跌低过0.6
只能做长期投资者了

icy97

UOB-KayHian stays Overweight on plantation sector
http://www.theedgesingapore.com/the-daily-edge/business/40432-uob-kayhian-stays-overweight-on-plantation-sector.html

Tue, 9 Oct 17:23  
UOB KayHian stays Overweight on the regional plantation sector, despite palm-oil prices taking the worst hit among edible-oils, dropping 38% from their peak, as demand fails to keep pace with production uptrends.

It expects the mismatch to persist until end-2012, with weather and policy changes the only price boosters; it notes CPO is at the greatest disadvantage among edible oils as production can’t adjust as quickly as annual crops such as soybean, rapeseed and corn.

“We expect a potential CPO price rebound towards end-2012 as production enters the low season and exports start to be drawn down from inventory.” UOB-KH keeps its 2012-2013 CPO price assumptions at MYR3,150/ton ($1,260/ton) and MYR3,400/ton respectively, noting most companies already locked in 2012 sales and should deliver MYR2,900-MYR3,100/ton gross average-selling-prices.

Pure upstream companies are most sensitive to CPO-price changes, it says, expecting Tradewinds Plantation and Kencana Agri to suffer most if CPO prices fall, partly on high production growth. It tips high-production-growth plays as able to mitigate price volatility, saying it likes First Resources and Bumitama. It expects Golden Agri could benefit from a CPO-price rebound as its stock has the highest CPO-price correlation.