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[转贴]阿笔谈股系列38-浅谈Jaya Tiasa-Enterprise Value
This article first appeared in Investips.my Blog on July 8, 2020.
油棕供需关系对棕油股表现走势影响很大.
以下是关于油棕供需的课题：
a) 供应
-印尼B-30 Biodiesel的政策
-2019年减少使用肥料
https://www.theedgemarkets.com/article/lower-cpo-supply-growth-support-prices
b) 需求
-Covid-19使到全球对棕油需求下降
(For the first time ever, world consumption of palm oil will decline this season due to the impact of the Covid-19 pandemic)
https://www.theedgemarkets.com/article/palm-oil-falls-projected-drop-consumption
近期，Kim Loong Resources Berhad 于19 February 2020购买了4片油棕园。收购详情如下：
https://www.thestar.com.my/business/business-news/2020/02/19/kim-loong-buys-palm-oil-estates-in-sabah-for-rm925mil
收购价: RM92,538,290.00
种植面积: 1069.49 hectares
地点: 沙巴
2019年Fresh Fruits Bunches产量: 29,680.39MT
所以1 hectares收购价为RM86,525/hectares, 1 hectares产量为27.75MT/hectares.
Jaya Tiasa RM0.515/share, 种植面积: 69,589 hectares, 2019年Fresh Fruits Bunches产量: 1,095,575 MT, 15.74MT/hectares, average palm oil tree: 9 years, Enterprise value/hectares: RM18, 788/hectares
注:阿笔个人持有该公司股份，但并非该公司董事，顾问或员工。以上投资分析，纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失，阿笔恕不负责。
免责声明：以上言论纯属读者分享,并没有任何买卖建议，或推高股压低价的其他企图，怒本网站不对你的盈亏负任何责任，谢谢
28/8/2020: 阿笔个人不再持有该公司股份.
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