分析员:ESG或暂放一边 需求强劲驱动种植股
棕油 Felda
(吉隆坡25日讯)随着印尼即将对棕油祭出出口禁令,我国种植业者料从中受益,有分析员指出,过往市场会以环境、社会与监管(ESG)标准来衡量种植股投资价值,但目前可能会暂时被放在一旁了。
印尼棕油禁出口赢家
达证券分析员表示,鉴于印尼将在本周四(28日)禁止出口棕油,这将进一步推高原棕油和其他植物油价格,而最大赢家预计将会是我国种植公司以及在印尼下游企业。
“我们认为,这项新措施将使大多数棕油进口国把需求从印尼转移到大马,这将使我国棕油出口商在短期内受益,也是这项新规则的明显赢家。”
因此,他表示,过去机构投资者都以ESG标准的永续表现,来衡量企业价值的重要维度。
但在对食用油短缺和价格上涨的担忧,全球食品成本增加之际,ESG投资策略可能会暂时不再会是主要考量因素。
“ESG投资或将会暂时不被列为首要考虑,因为当其他资产类别波动时,投资策略将以盈利为导向。”
“由于棕油是一种非常高效的农作物,也是世界上产量最高的植物油,它会是全球食用油短缺问题的解决方案。”
为此,分析员一致看好我国种植业。
“由于这一消息,植物油价料将飙升,但如果印尼政府改变立场,这种情况也将迅速逆转。”
种植股比一比
3公司无法受益
尽管如此,分析员点出,由于较高的出口关税和新出口政策,云顶种植(GENP, 2291,主板种植股)、森那美种植(SIMEPLT,5285,主板种植股)和陈顺风(TSH,9059,主板种植股)等在印尼市场占有重要地位的大马公司,将无法从当前强劲的原棕油价受益。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%88%86%E6%9E%90%E5%91%98esg%E6%88%96%E6%9A%82%E6%94%BE%E4%B8%80%E8%BE%B9-%E9%9C%80%E6%B1%82%E5%BC%BA%E5%8A%B2%E9%A9%B1%E5%8A%A8%E7%A7%8D%E6%A4%8D%E8%82%A1
Singapore Investment
-
-
-
-
-
Portfolio Update3 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
Dubai vs. Singapore: Which City is Better?16 hours ago
-
-
Bitcoin Halving: Buy Now, Sell Later?17 hours ago
-
-
-
Today’s Deal of the day – Dobin App18 hours ago
-
-
-
-
-
-
-
-
-
-
Beware Of Scams1 day ago
-
-
-
-
Buying a home for face2 days ago
-
-
-
-
-
-
-
-
-
-
-
-
Finance Investment Movement 444 days ago
-
-
-
-
Going REITs Shopping Again5 days ago
-
-
Weekly Markets Outlook6 days ago
-
Market indeed coming down6 days ago
-
Cory Diary : Dividend Q1 '246 days ago
-
-
-
-
-
-
-
-
Banks and Miles Report – Mar 20241 week ago
-
-
Revisiting Bitcoin1 week ago
-
-
-
-
-
-
2024 (Portfolio Update)2 weeks ago
-
-
-
-
Retirement Journey Update for March 20242 weeks ago
-
-
-
1Q 2024 Investment Strategy Update2 weeks ago
-
-
Portfolio Summary for March 20242 weeks ago
-
Reasonable Dividend Yield 2024Q22 weeks ago
-
-
-
Portfolio (March 30, 2024)3 weeks ago
-
-
-
QAF #77 - 2023 Annual Report3 weeks ago
-
Lentor Hills Residences3 weeks ago
-
Burnt out!3 weeks ago
-
-
-
Feb 2024 Expenditure3 weeks ago
-
-
Starting Our Second Property Cycle4 weeks ago
-
-
-
-
-
-
-
-
-
Feb 2024 Portfolio1 month ago
-
-
Summary of February 20241 month ago
-
The Market Is A Scam!1 month ago
-
-
-
-
-
-
-
-
Options Trading Journal Jan 20242 months ago
-
-
-
-
-
-
-
-
End of 2023 Review3 months ago
-
-
Year 2023 DIYQuant Portfolio Performance Report3 months ago
-
Monthly Summary of November 20234 months ago
-
3 Simple Poker Strategies for Beginners4 months ago
-
Migration of website4 months ago
-
-
Abandon REITS?4 months ago
-
-
-
-
-
-
-
-
-
August 2023 Portfolio Updates7 months ago
-
-
-
-
Hello SP Group, I'm Back!9 months ago
-
-
-
-
A New Light11 months ago
-
-
-
-
-
-
-
Demoralized1 year ago
-
2022 Thoughts, Hello 2023!1 year ago
-
Series of Defaults for Maple Finance1 year ago
-
Takeaways from “Sea Change”1 year ago
-
-
Greed is Coming Back1 year ago
-
-
-
-
-
-
-
-
-
-
-
What is Overemployment1 year ago
-
-
-
-
-
-
-
-
-
-
-