Source: AmInvest Research - 31 Dec 2021
Created by AmInvest | Jul 26, 2024
Created by AmInvest | Jul 26, 2024
Created by AmInvest | Jul 26, 2024
The current is still against plantation companies. With current low prices as we benchmark against CPO price, has the potential of gain being eroded by ESG concern mooted by western countries. The market is determining prices. High profit now failed to give fair value to plantation companies price.
2021-12-31 11:32
Getting the facts right
https://ourworldindata.org/palm-oil
https://gapki.id/en/news/18597/global-oil-palm-plantations-have-larger-acreage-than-other-vegetable-oil-plantations-myths-facts-2-02
https://ourworldindata.org/soy
Deforestation in Brazil for soybean and its environmental impact is much worse than oil palm in Malaysia and Indonesia combined
2021-12-31 11:53
calvintaneng
Am Research is bias against palm oil as it has issued too many palm oil call warrants to bet against palm oil
Cannot trust any IB bankers that take position against palm oil by issuing palm oil call warrants to bet against palm oil
Their vested interest against palm oil has disqualified them from giving opinions on palm oil
2021-12-31 11:28