大众投行:印尼对棕油实施强制国内销售 森那美种植KLK等上游业者受影响
(吉隆坡3日讯)大众投资银行研究指出,印尼要求当地棕油生产商从周四(2月3日)起,以固定价格将产量的20%销售给国内提炼商的新规,再加上各种因素,将进一步扩大马来西亚与印尼之间的平均原棕油价格,这将不利于上游棕油生产商陈顺风资源(TSH Resources Bhd)、吉隆坡甲洞(Kuala Lumpur Kepong Bhd)、森那美种植(Sime Darby Plantation Bhd)和云顶种植(Genting Plantations Bhd)。
该研究机构今日在报告中称,这4家公司均在印尼拥有大量业务,且将无法充分受益于当前的高原棕油价格。
“加上印尼征收高额的原棕油出口税和国产税,这一最新贸易政策可能会进一步扩大大马和印尼之间的平均原棕油价格。”
该机构表示,全球最大棕油生产国印尼出台国内市场义务(DMO)要求,试图遏制国内食用油价格上涨。印尼食用油按年上涨了约40%。
“这一不利举措将对在印尼有大量业务的大马上游业者产生负面影响,因必须以大幅折扣出售部分原棕油产品。”
消息传出后,原棕油期货上涨至每吨5700令吉的盘中新高,随后回吐涨幅,收于5587令吉。
大众投行维持种植领域的“中和”评级。
截稿时,大马交易所种植指数上扬20.62点或0.32%,报6556.09点。
陈顺风资源跌2仙或1.79%,至1.10令吉,市值为15亿2000万令吉。吉隆坡甲洞下滑12仙或0.56%,报21.48令吉,市值达232亿2000万令吉。
森那美种植则扬7仙或1.98%,挂3.60令吉,市值达249亿令吉。云顶种植微升2仙或0.31%,至6.46令吉,市值报58亿令吉。
(编译:陈慧珊)
http://www.theedgemarkets.com/article/%E5%A4%A7%E4%BC%97%E6%8A%95%E8%A1%8C%EF%BC%9A%E5%8D%B0%E5%B0%BC%E5%AF%B9%E6%A3%95%E6%B2%B9%E5%AE%9E%E6%96%BD%E5%BC%BA%E5%88%B6%E5%9B%BD%E5%86%85%E9%94%80%E5%94%AE-%E6%A3%AE%E9%82%A3%E7%BE%8E%E7%A7%8D%E6%A4%8Dklk%E7%AD%89%E4%B8%8A%E6%B8%B8%E4%B8%9A%E8%80%85%E5%8F%97%E5%BD%B1%E5%93%8D
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