[obrolan-bandar] Fwd: FW: (BN ) Sime, Plantation Stocks Rise After UBS Lifts Palm Oil Forecast
UBS yg semula downgrade saham plantation akhirnya upgrade harga cpo ke level $1117/ton naik 31% dari forecast awal. By Chan Tien Hin Feb. 19 (Bloomberg) -- Sime Darby Bhd., the world's biggest listed palm oil maker, led plantation stocks higher on the Kuala Lumpur stock exchange after UBS AG lifted its palm oil price forecasts, bolstering earnings growth prospects. Sime climbed 30 sen, or 2.5 percent, to 12.20 ringgit at 11 a.m. local time, headed for its biggest gain since Jan. 25. IOI Corp., the No. 2 planter, added 10 sen, or 1.3 percent, to 8 ringgit. Kuala Lumpur Kepong Bhd., Malaysia's third-biggest, jumped 30 sen, or 1.6 percent, to 18.80 ringgit. The gains by Sime and IOI accounted almost half the benchmark stock index's 0.7 percent rise. UBS, in a report today, raised its end-2008 palm oil price forecast by 31 percent to $1,117 per ton and 53 percent to $1,173 at the end of 2009. The price of palm oil, used as a cooking ingredient and an alternative fuel, jumped to a record yesterday amid speculation demand for the vegetable oil may increase after severe snowstorms damaged China's rapeseed crop. Palm oil for April delivery on the Malaysia Derivatives Exchange gained 119 ringgit, or 3.4 percent, to 3,599 ringgit ($1,117) a metric ton yesterday, the biggest gain since Feb. 4. By Feiwen Rong Feb. 19 (Bloomberg) -- Palm oil futures in Malaysia may average $1,117 a ton this year after adverse weather in South America and China hurt oilseed crops, worsening a shortfall in supplies of vegetable oils, according to UBS AG. The forecast is 31 percent higher than the UBS's previous estimate of $850. Prices may average $1,173 next year before declining to $1,015 in 2010 and $858 in 2011, the report said. Palm oil reached a record 3,597 ringgit ($1,117) yesterday. Almost half of China's rapeseed crop was affected by severe snowstorms. Rapeseed, like soybeans, is used to make animal feed and cooking oils. U.S. farmers last year planted more corn to meet demand for ethanol, pushing sowings of soybeans to a 12-year low. Oilseeds and vegetable oils are gaining as demand rises both for cooking oil and biofuels. ``The Argentine and Brazilian soybean crops, harvested in March-May, have deteriorated due to poor weather,'' the report said. ``The severe winter experienced by China should lead to a pick-up in demand and continued record wheat prices suggest it maybe challenging to increase acreage for U.S. soybeans.'' Higher palm oil prices may boost earnings of plantation companies, including Malaysia's IOI Corp., the world's second- largest palm oil producer, the report said. Palm oil for May delivery fell 29 ringgit, or 0.8 percent, to 3,570 ringgit ($ 1,108) a ton at 11:57 a.m. local time on the Malaysia Derivatives Exchange, the global benchmark. Soybeans are grown mainly in the U.S., Brazil and Argentina, while Indonesia and Malaysia produce about 90 percent of global palm oil supply. -- GMX FreeMail: 1 GB Postfach, 5 E-Mail-Adressen, 10 Free SMS. Alle Infos und kostenlose Anmeldung: http://www.gmx.net/de/go/freemail
[obrolan-bandar] Brp besar pengaruh PE ke persh sawit yg listing di JSX?
Coba liat persh2 sawit yg listing di bej Data yang saya punya : AALI -- penjualan Lokal 83% SGRO -- penjualan Lokal 99% Impact pajak ekspor ke mereka ngak too ngaruh, karena banyakan jual ke lokal PE malah membuat harga CPO tambah tinggi, karena berkurangnya supply ekspor -- Ist Ihr Browser Vista-kompatibel? Jetzt die neuesten Browser-Versionen downloaden: http://www.gmx.net/de/go/browser
[obrolan-bandar] CPO di level 3450 skrg
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[obrolan-bandar] 4/13/2007 9:01:16 AM Dow Jones LME Tin Warehouse Stocks -190 MT To 8,845 MT
dengan penjualan 14rb ton, ngak mgkn laba bersih Q1 = 100M bisa sekitar 250-300M -- Feel free - 10 GB Mailbox, 100 FreeSMS/Monat ... Jetzt GMX TopMail testen: http://www.gmx.net/de/go/topmail
[obrolan-bandar] LME tin inventory -230ton
Tin 14350 -- Feel free - 10 GB Mailbox, 100 FreeSMS/Monat ... Jetzt GMX TopMail testen: http://www.gmx.net/de/go/topmail
[obrolan-bandar] LME Tin Warehouse Stocks -545 MT To 9,265 MT
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[obrolan-bandar] 10/04/2007 09:01:19 Dow Jones LME Nickel Warehouse Stocks -180 MT To 4,632 MT
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[obrolan-bandar] Cancel warrant tin 14,27% -- NAIK LAGI
LONDON (Dow Jones)--Following is a list of London Metal Exchange warehouse stocks, giving the total tonnage by metal, the total canceled tonnage and the percentage this represents of total tonnage. MetalTotal Canceled % Tonnage Tonnage Copper 177600 16500 9.29 Aluminum809800 21025 2.60 Nickel4632 1626 35.10 Zinc108050 16325 15.11 Lead 34025 1375 4.04 Tin 9810 1400 14.27 Aluminum Alloy 94780 6480 6.84 Alu Alloy (NASAAC) 137460 9400 6.84 For April 5 Copper 178975 16250 9.08 Aluminum809500 22425 2.77 Nickel4812 1722 35.79 Zinc108550 15950 14.69 Lead 34975 1950 5.58 Tin 9925 1340 13.50 Aluminum Alloy 95280 5580 5.86 Alu Alloy (NASAAC) 137880 9620 6.98 -- Feel free - 10 GB Mailbox, 100 FreeSMS/Monat ... Jetzt GMX TopMail testen: http://www.gmx.net/de/go/topmail
[obrolan-bandar] LME Tin Warehouse Stocks -150 MT To 9,495 MT
tin di kltm US$14385/ton -- Feel free - 10 GB Mailbox, 100 FreeSMS/Monat ... Jetzt GMX TopMail testen: www.gmx.net/de/go/mailfooter/topmail-out
[obrolan-bandar] BASE METALS: LME Nickel Boosted By Stock Fall, Goro Talk
By Andrea Hotter Of Dow Jones Newswires LONDON (Dow Jones)--A relatively quiet morning session for London Metal Exchange base metals Monday, with nickel defying broker expectations of a slide lower amid a decline in stocks and bullish news concerning CVRD's Goro project. Despite a 30 metric tons fall in LME stocks and a rise in canceled warrants, brokers said nickel is looking increasingly vulnerable to a technically-driven selloff that could trigger a pullback in the other metals. As of 1045 GMT, LME nickel was trading at $42,700/ton, up 3% on the day but down 8% from Friday's high. Some positive news for the market came from unconfirmed reports by sources close to CVRD that its Goro project won't start production until 2011 and will likely not ramp up to full capacity for a further three to four years. CVRD is currently reviewing the 60,000 ton nickel mine which is due to start production in 2009. A drop in stocks helped LME nickel, although this is expected to be short-lived. At 4,902 tons, LME nickel stocks are under one days' global consumption, but they rose around 25% last week and there is a growing expectation among industry players that further rises could come. Producers have finally started to express dissatisfaction with the record pricehighs seen in recent days, with demand destruction the main concern. Producers of steel use nickel as the key raw ingredient and they've already started to substitute away from the metal due to increasing cost. Last week, China's Jinchuan Group Ltd. said nickel prices are becoming distorted by speculative and investment fund activity. Although the company has said it has a nickel short position which it has been delivering against, this is natural given the requirements of Chinese accounting. As a major nickel producer, a short position would be covered by its own output. Commercials and macro investors are starting to sell the forward dates, likely based on the medium term outlook for lower prices, analyst Michael Jansen of JPMorgan said. But this means that any further rallies in nearby nickel would be built on shaky foundations, he added. The other base metals were relatively quiet by comparison with no fresh fundamental news and stable currency market conditions keeping volatility to a minimum, brokers said. LME tin continues to draw support from supply concerns in Indonesia, pushing to $14,400/ton in illiquid conditions. Expectations of renewed Chinese demand is meanwhile supportive of LME copper, with falling stocks boosting the market around 1% to $6,800/ton. LME zinc, aluminum and lead held in recent ranges with little activity seen. -By Andrea Hotter, Dow Jones Newswires; +44 (0)20 7842 9413; [EMAIL PROTECTED] (END) Dow Jones Newswires March 26, 2007 06:02 ET (10:02 GMT) -- Feel free - 10 GB Mailbox, 100 FreeSMS/Monat ... Jetzt GMX TopMail testen: www.gmx.net/de/go/mailfooter/topmail-out
[obrolan-bandar] LME Warehouse Stocks Cancelled Warrants - Mar 23
3 months Tin new high di us$14300 dgn cancel warrant 7.93% (per 23Mar07), pdhl maren cancel warrant 3.39%. Tin bakal ke US$15000 LONDON (Dow Jones)--Following is a list of London Metal Exchange warehouse stocks, giving the total tonnage by metal, the total canceled tonnage and the percentage this represents of total tonnage. MetalTotal Canceled % Tonnage Tonnage Copper 183650 15550 8.47 Aluminum810475 20200 2.49 Nickel4932 1644 33.33 Zinc109425 8050 7.36 Lead 31275 150 0.48 Tin 9645 765 7.93 Aluminum Alloy 96560 1940 2.01 Alu Alloy (NASAAC) 143700 10100 7.03 For March 22 Copper 187775 16150 8.60 Aluminum805950 5 2.76 Nickel4314 1392 32.27 Zinc111050 8900 8.01 Lead 3120075 0.24 Tin 9730 330 3.39 Aluminum Alloy 96660 720 0.74 Alu Alloy (NASAAC) 144140 10500 7.28 -- Feel free - 5 GB Mailbox, 50 FreeSMS/Monat ... Jetzt GMX ProMail testen: www.gmx.net/de/go/mailfooter/promail-out
[obrolan-bandar] MARKET TALK: LME Nickel Likely To Target $45,000 In Next 2 Wks
0622 GMT [Dow Jones] With stocks still extremely low and technicals supportive, LME 3-month nickel likely to target $45,000 in next 2 weeks, before correcting by end of month, says trader at major Japan house; still, while correction possible as record-high prices damp demand, adds nickel unlikely to give up much of recent gains, pegs support at $40,000/ton. LME 3-month last at $42,500/ton, +$125 vs London PM kerb. (MWL) -- Der GMX SmartSurfer hilft bis zu 70% Ihrer Onlinekosten zu sparen! Ideal für Modem und ISDN: http://www.gmx.net/de/go/smartsurfer
[obrolan-bandar] INCO laba US$513 jt dengan Revenue US$1337 jt
EPS INCO sekitar US$ 0.52 dengan kurs 9100 EPS sekitar 4732 Q107F disetahunkan sekitar 10rb Regards, Herman -- Feel free - 5 GB Mailbox, 50 FreeSMS/Monat ... Jetzt GMX ProMail testen: www.gmx.net/de/go/mailfooter/promail-out
Re: [obrolan-bandar] JANUARI NGEPEK-NGEPEK............
Itulah hebatnya switching Big Player di saham. Saham2 yg naik untuk skrg, adalah saham2 yg diluar perkiraan trader seperti INCO, PTBA, sehingga bkn banyak yg untung, tapi byk yg gantung di atas, tunggu buat jualan :) --- Ursprüngliche Nachricht --- Von: Solo [EMAIL PROTECTED] An: obrolan-bandar@yahoogroups.com Betreff: Re: [obrolan-bandar] JANUARI NGEPEK-NGEPEK Datum: Tue, 7 Mar 2006 16:21:13 +1100 Salam kagum dari saya buat Pak Oentoeng. - Original Message - From: oentoeng_q To: obrolan-bandar@yahoogroups.com Sent: Tuesday, March 07, 2006 3:15 PM Subject: [obrolan-bandar] JANUARI NGEPEK-NGEPEK Daripada bengong2 ngeliat pasar yg MERAH DARAH mari kita EVALUASI PORTFOLIO kita BULAN KEMARIN setelah JANUARI EPEK-EPEK. Terus terang tgl 10 Jan kmrn SELURUH MARGIN saya SELESAIKAN saya juga bilang PARTY IS OVER FOR ME! Kalau kita ingat indeks BEJ tgl 12 Jan 2004 itulah tertinggi dg HIGHEST 1268 CLOSE 1261; Coba lihat saham2 di bawah ini: 1. TLKM 6600 2. ISAT 6150 3. BMRI 2000 4. INKP 1160 5. INDF 970 6. DLLL. Bandingkan sekarang indeks BEJ sekarang; yaitu 1260-an = SAMA! tapi PORTFOLIO para TRADER yg BANDEL2 tdk cepat CUT LOSS seperti ini: 1. TLKM 6150 2. ISAT 5150 3. BMRI 1700 4. INKP 1030 5. INDF 830 6. D. (byk yg sama TURUNNYA!) So..Kalau menurut saya lebih baik ikut OENTOENG drpd BOENTOENG!? Menurut Mbah gimana penjelasannya buat kondisi PORTFOLIO di atas? Buat teman2 OB please comment... SPONSORED LINKS Business finance course Business to business finance Small business finance Business finance consultant Business finance magazine Business finance schools -- YAHOO! GROUPS LINKS a.. Visit your group obrolan-bandar on the web. b.. To unsubscribe from this group, send an email to: [EMAIL PROTECTED] c.. Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service. -- -- Bis zu 70% Ihrer Onlinekosten sparen: GMX SmartSurfer! Kostenlos downloaden: http://www.gmx.net/de/go/smartsurfer Yahoo! Groups Sponsor ~-- Try Online Currency Trading with GFT. Free 50K Demo. Trade 24 Hours. Commission-Free. http://us.click.yahoo.com/RvFikB/9M2KAA/U1CZAA/zMEolB/TM ~- Yahoo! Groups Links * To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ * To unsubscribe from this group, send an email to: [EMAIL PROTECTED] * Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
