Affin Hwang Capital Research Highlights

HwangDBS Research Highlights - 12 Nov 2013

kltrader
Publish date: Tue, 12 Nov 2013, 09:22 AM
kltrader
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This blog publishes research highlights from Affin Hwang Capital Research.
Following Message

Regional Plantation Companies
Accumulate on weakness

Malaysia’s Oct13 palm oil stockpile of 1.845m MT was in line with forecast. Nov13 palm oil output to drop 6% m-o-m; but stockpile may rise 3% m-o-m as exports slow down. CPO prices, planters have risen too much too soon. Accumulate on near-term weakness. Top picks: IOI, TSH, BAL, IFAR, WIL. Higher palm oil prices, as consumption for energy usage jumps in Indonesia next year. 

Source: HwangDBS Research - 12 Nov 2013

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