CGS-CIMB 研究公司的调查结果显示，由于产量下降，11月底马来西亚棕榈油库存预计降至154万吨，比10月份下降2%，创下2004年以来的最低值。

CGS-CIMB种植业研究主管黄丽雱和纳古兰·拉维在一份研报里称，调查显示，11月底棕榈油库存可能比上年同期减少32%。

11月马来西亚毛棕榈油产量预计为155万吨，环比下降10.4%。分析师称，调查显示，沙巴州种植园的产量降幅最高，而沙捞越种植园的产量降幅最低。

11月份产量低于过去10年平均产量173万吨的原因在于，目前马来西亚依然冻结外国工人许可证，加上季节性因素，造成劳工人手短缺。此外，拉尼娜造成降雨量高于正常水平，导致收获中断。

11月份马来西亚棕榈油出口量预计为138万吨，环比下降17%，低于过去10年里11月份的平均出口量149万吨。

分析师表示，出口疲软的部分原因可能在于，毛棕榈油价格上涨导致消费者需求受到调配。此外，一些贸易商可能因为预计印度政府可能削减毛棕榈油进口关税而暂停采购。印度从2020年11月27日起将毛棕榈油进口关税削减10%，至27.5%。

分析师表示，由于马来西亚和印度尼西亚棕榈油库存偏低，以及其他主要竞争食用油供应紧张，11月份毛棕榈油均价为3436令吉，环比上涨15%，同比上涨37%。

CGS-CIMB分析师预计12月份毛棕榈价格将运行在2800-3400/吨，因为马来西亚库存预计偏低，而库存重建需要时间；以及马来西亚棕榈油出口预计增长，因为贸易商利用印度降低毛棕榈油进口关税以及年底前马来西亚对毛棕榈油出口征收零关税。

higher price invites profit taking

taann today performed very well

very clear juncture, there is a terrible 'squeeze' in palm oil market, demand much higher then supply, at least for next six months, any thing could happen in the future

for trending market, today's high , would be tomorrow's low.

gooshit had been calling people to sell since penta was priced at 2.80, no shame sucha freak

fake news media on fake recovery

诈骗公司，根本就不应该上市。

market needs to price in post-covid scenario, that is a different market.

short term speculators with no clues,only hit and run,no surprise .

gooshit is just a joke ,a liar ,worse then CNN.

no worry lah , umw moves back to the glorious ,good old days, nothing wrong.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3108372

CBOT大豆继续上涨，出口需求旺盛 2020-11-21   周五，芝加哥期货交易所（CBOT）大豆期货市场收盘上涨，创下四年来的新高，因为出口需求旺盛，南美天气担忧。 截至收盘，大豆期货上涨2.25美分到6.50美分不等，其中1月期约收高3.50美分，报收1181美分/蒲式耳；3月期约收高5.75美分，报收1181.25美分/蒲式耳；5月期约收高6.50美分，报收1179.50美分/蒲式耳。 成交最活跃的1月期约交易区间在1176.75美分到1196.75美分。 大豆市场连续第六个交易日上涨，创下四年来的最高水平，因为南美大豆产区天气持续干燥，美国供应下滑令人担忧。 不过多头获利平仓抛售，使得豆价从高点回落。从周线图上来看，大豆市场连续第三周收涨。 荷兰合作银行的分析师称，今年市场很担忧供应。巴西大豆作物已经进入对降水高需求的时期，而美国所剩余的大豆出口供应也不多。 虽然过去一周巴西和阿根廷部分地区出现了急需的降雨，但是许多大豆产区依然干燥，这些地区需要更多的降雨来结束干旱。 阿根廷布宜诺斯艾利斯谷物交易所称，过去一周阿根廷大豆播种步伐快速推进，因为干旱的地区出现了降雨。不过全国大部分地区依然干燥。 一位分析师称，南美气象预报显示阿根廷大部分地区依然干燥，温度高于正常，这非常令人担忧。 南美天气干燥，使得最终用户集中精力采购美国大豆，不过美国大豆供应同样趋紧，市场正在调配需求。

appointment of assemblymen is simply unconstitutional

currently experienced a very tight supply situation for oil and fat in world market, reasonable good price for palm oil at least for another six months or more.

gooshit goes every where to shit around , does he knows that is not hygenic

fgv style of management, stay away please

forget about kyy, jtiasa runs the plantation business like fgv style. so u know the result.

with the vaccine coming into market, and Covid- virus come under control, umw will return,and enjoy their previous glory.

Windfall tax: Levy charged is at a rate of 3% on palm oil prices above RM2,500 / tonne in Peninsular Malaysia and at a rate of 1.5% on palm oil price above RM3000 / tonne in Sabah & Sarawak ​​

http://www.customs.gov.my/en/pg/Pages/pg_pwt.aspx

Budget，no winfall tax, good for plantations

production cost in China has aready sky rocketed, more you may face policy of "state participation" in private company., your company may ended ,swallow up by communist officials.

don't be silly . maintain status que, is the best political interest of Anwar, new election is too risky , and uncertain.

windfall tax is ridiculous, should not be introduced ,at all,not in any form.

KUALA LUMPUR (Nov 3): Unisem (M) Bhd rose as much as 4.61% or 25 sen to a record high level of RM5.67. At 10.30am, the counter had pared some gains at RM5.50, still up eight sen or 1.48%. The counter saw 694,600 shares change hands. Its share price has exceeded the target prices (TPs) of most analysts covering the stock, except for MIDF Research which pegged the stock at RM5.86 since the company showed a strong earnings recovery in its results for the third quarter ended Sept 30, 2020 (3QFY20). Earlier on Oct 26, MIDF upgraded Unisem to "buy" from "hold", and raised its TP to RM5.86 from RM3.10. The research house also revised upwards its FY20-22 earnings estimates for Unisem to RM135.4 million-RM204.7 million due to higher revenue assumptions for all of its market segments, with the exception of the automotive segment, which in turn led to healthier profit margins. CGS-CIMB Research, which reiterated its "add" call with a higher TP of RM5.50 (previously RM4.25) for Unisem, also raised its FY20-22 earnings per share (EPS) forecasts by 17%-24% to account for higher utilisation and new capacity expansion. “Unisem is entering a multi-year growth phase driven by strategic portfolio expansion for radio frequency, power management and sensor products,” it said. Meanwhile, Affin Hwang Capital, Kenanga Research, Hong Leong Investment Bank (HLIB) Research and KAF Research, also with "buy" calls for the stock, have TPs ranging between RM4.25 and RM5.21.

polls numbers are fake

Trump is "sure win".no doubt about it.,American are not fools.

the real story is the project of making "ev battery",(electrical vehicle battery).for customers like Tesla

KUALA LUMPUR (Oct 26): Exports of Malaysian palm oil products for Oct 1-25 rose 7.1% to 1,412,361 tonnes from 1,319,405 tonnes shipped during Sept 1-25, according to independent inspection company AmSpec Agri Malaysia on Monday.


https://www.theedgemarkets.com/article/malaysias-oct-125-palm-oil-exports-rise-71-%E2%80%94-amspec-agri

中共国经济数据，臭名昭著。造假为多，不要上当。

美国经济坚稳，需求很好。马来西亚出口美国增加，带动经济整体向好；不要妒忌。

没问题。最多换个比较有能力的政府，那可是好事。

he is an opportunist,"see human say human's words, see ghost , say ghost words." 100% unreliable

market ignores KYY's curse.

Greatec: do not buy it - Koon Yew Yin - Koon Yew Yin's Blog | I3investor https://klse.i3investor.com/blogs/koonyewyinblog/2020-10-20-story-h1534737824-Greatec_do_not_buy_it_Koon_Yew_Yin.jsp

Tesla

https://klse.i3investor.com/blogs/kianweiaritcles/2020-10-22-story-h1534765752-Tesla_sets_revenue_record_makes_profit_thanks_to_pollution_credit_sales.jsp

gooshit,cowdung, only useful as fertilizer, not for stock investment

Anwar Ibrahim is just joking , he just goes for tea with Agong.

stock,or inventary ,for palm oil and soyabean ,all said to be at 5 year low,and price hit 5 year high, all seen positive trend, for at least for another year.

come on , gooshit ,u r just a low class entertainer,a clown, what more u want?

he is just an entertaiiner , a clown, ,to be more exact.

Gooshit is just an entertainer, by showing off his low IQ,really very AMUSING.

https://klse.i3investor.com/blogs/AmInvestResearch/2020-09-29-story-h1514360747-Guan_Chong_Planning_A_New_Melting_Facility_In_The_UK.jsp

gooshit is just a entertainer, a low iq clown.

gooshit? just a sick,low iq moron.need not bother youself with his goose-shit.

亚洲棕榈油现货市场价格创下8个月新高 2020-09-18   周四，亚洲棕榈油现货市场上涨，创下8个月来的新高，中国和印度的需求提高，外部植物油市场上涨，给棕榈油带来支持。 周四，2020年9月船期毛棕榈油的卖盘报价为735美元/吨，比上一交易日上涨16美元，南马来西亚交货价格。 2020年9月交货的33度精炼棕榈油为每吨780美元，比上个有报价的交易日上涨30美元；10月份的报价为777.5美元/吨，比上一交易日上涨20美元；11月到12月份的报价为750美元/吨，比上一交易日上涨12.5美元；2021年1至3月份的报价为732.5美元，比上一交易日上涨12.5美元；4月到6月份的报价为710美元/吨，，比上一交易日上涨10美元，以上均为马来西亚港口的FOB报价。 2020年9月交货的24度精炼棕榈油为每吨782.5美元/吨，比上个有报价的交易日上涨30美元；10月份的报价为780美元/吨，比上一交易日上涨20美元；11月到12月份的报价为752.5美元/吨，比上一交易日上涨12.5美元；2021年1至3月份的报价为735美元，比上一交易日上涨12.5美元；4月到6月的报价为712.5美元，，比上一交易日上涨10美元，以上均为马来西亚港口的FOB报价。 周四，马来西亚衍生品交易所（BMD）的棕榈油期货上涨，基准2020年12月棕榈油期货收报每吨2976令吉，比上一交易日上涨67令吉。盘中最高达到3002令吉，这也是1月份以来首次上攻3000令吉关口。 从需求面看，StoneX驻上海的分析师达林·弗莱德里克斯称，中国现在基本已经恢复常态，包括餐厅和酒吧以及旅游业，看起来都回到了正常情况。既然现在出国旅行不现实，大家都在国内消费。此外，马来西亚对印度的棕榈油出口也在激增。 在周三节日之后，马来西亚棕榈油强劲上扬，看起来交易者并不在意一些潜在的利空信号，例如棕榈油比柴油价格高出每吨400美元以上，这也是2011年初以来的最高溢价。 从技术面看，14日相对强弱指标（RSI）已经达到70，发出超买的技术信号。 Sunvin集团的研究主管称，棕榈油期货在尾随豆油和葵花油的走势。主要买家中国和印度的需求持续强劲。从技术角度看，棕榈油可能上攻3050到3120令吉，支撑位于2900到2930令吉。 周二船运调查机构Intertek Testing Services（简称ITS）发布的数据显示，2020年9月1日到15日期间，马来西亚棕榈油出口量为779,160吨，环比增长12.2%。 SGS的数据显示，9月上半月马来西亚棕榈油出口量为745,570吨，环比增长12.2%。其中对印度的出口量为164,510吨，环比提高60.9%。 作为对比，9月上旬马来西亚棕榈油出口量环比降低10%到25.6%。

cpo finally touched 3000 rm/ton ,

@kchung,latest announcements, indicated a mild recovery in property market.

finally wake up

jftech is another UWC