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
-
-
-
-
-
-
-
-
The Art of Being Patient12 hours ago
-
-
-
-
-
SBAUG25 GX25080X is 2.29%18 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Portfolio Summary for June 20253 days ago
-
-
-
Portfolio (June 30, 2025)3 days ago
-
Portfolio (June 30, 2025)3 days ago
-
-
Portfolio Update June 20253 days ago
-
-
-
-
-
Month of June 20253 days ago
-
June 2025 Updates3 days ago
-
-
-
-
-
-
-
Batisht crazy!6 days ago
-
-
Will SORA crash to 1 per cent?6 days ago
-
-
Hello world!1 week ago
-
-
Cut back some exposure1 week ago
-
-
-
-
-
8 tips for house moving1 week ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
May 2025 Portfolio4 weeks ago
-
-
-
Thakral - Gem life deal finally coming?5 weeks ago
-
-
-
-
-
Clarity1 month ago
-
The Trump Tariffs1 month ago
-
Selling HRnet and Fiverr1 month ago
-
-
-
-
Ignore the noise and be calm2 months ago
-
-
-
-
FAQ on Quantitative Investing Part 22 months ago
-
-
-
-
Crossing the 300k Mark [in a volatile period]2 months ago
-
-
-
-
-
-
-
-
-
ETF vs Mutual Fund: Which is Better?5 months ago
-
-
-
-
-
-
Arigato Everyone! A Decade of Blogging!6 months ago
-
Top 10 Highlights of 20246 months ago
-
-
-
Union Square Residences8 months ago
-
-
-
STI ETF9 months ago
-
-
-
Unibet Casino Bonus Codes 20249 months ago
-
-
-
-
The Stigma against Early Retirement (FIRE)11 months ago
-
Monthly IBKR Update – June 202411 months ago
-
-
-
-
-
-
-
-
-
Feb 2024 Expenditure1 year ago
-
-
-
-
-
-
-
Monthly Summary of November 20231 year ago
-
Migration of website1 year ago
-
-
-
-
-
-
Hello SP Group, I'm Back!2 years ago
-
-
-
A New Light2 years ago
-
-
-
-
-
2022 Thoughts, Hello 2023!2 years ago
-
Series of Defaults for Maple Finance2 years ago
-
Takeaways from “Sea Change”2 years ago
-
Greed is Coming Back2 years ago
-
-
-
-
-
-
-
-
What is Overemployment3 years ago
-
Terra Hill Condo (former Flynn Park)3 years ago
-
Alibaba VS Tencent: The Battle Royale3 years ago
-
-
-
-
-
-
-
-
-
-
-
-
-