Affin Hwang Capital Research Highlights

HwangDBS Research Highlights - 6 Mar 2014

kltrader
Publish date: Thu, 06 Mar 2014, 09:51 AM
kltrader
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This blog publishes research highlights from Affin Hwang Capital Research.
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Plantation Companies
Dryness without El Nino

Speakers at 2014 Palm Oil Conference are cautiously bullish due to weather and biodiesel demand. Factors to watch: weather anomalies, soybean logistic issues/crop damage, hoarding by Argentine farmers, and crude oil price volatility. Price strength may continue as seasonally higher 2H14 output is at risk; FY14-16F CPO prices under review. Risks: Slowdown in China, QE tapering, currency volatility, US shale gas. 

Source: HwangDBS Research - 6 Mar 2014

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