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2017-09-17 14:18 | Report Abuse
乐天决定撤出中国 引发韩企去中国化效应
乐天集团将撤出中国超市市场,转向东南亚发展。而作为韩企龙头之一的乐天这一走,引发了“去中国化”效应。
韩国News1通讯社9月15日报道,乐天集团将撤出中国超市市场,今后乐天将重点开拓印度尼西亚(简称印尼)、越南、印度等市场。特别值得一提的是印尼,是乐天集团海外第二大市场,仅次于占最大海外市场份额的中国(112家乐天超市),拥有45家乐天超市。
乐天集团一直以来以越南、俄罗斯、印度、中国、印尼为主要海外市场进行发展。但因为“萨德”(THAAD)重负让乐天不得不撤出中国,转向东南亚。
随之而来的是,韩国的面包业、七星饮料等的员工结构也在加速“去中国化”,韩国的在华营业、开店等也普遍受到限制,大部分韩企纷纷开始启动调整海外市场战略。
阿波罗网收集网友评论:
中国无数乐天的员工也下岗了。韩国也将报复抵制中国在韩国的生意。
外企全撤离中国,中国人日子会更苦。外企在中国其实是最按照规定纳税的,外企对雇员也比民企好。都走吧,让中国人的工作环境继续恶化下去。
2017-09-17 14:12 | Report Abuse
not just pure plantations , SOP has a refinary, and some properties developement,should refer to latest annual report.
2017-09-17 14:09 | Report Abuse
LCTT is one of the few first class fine tech stock available in BURSA,with many growth potentials,should buy and keep,for investment.
2017-09-14 17:13 | Report Abuse
another one-mdb
2017-09-13 16:38 | Report Abuse
closing price not that important, may be next week , price with move and trading above 4.00rm range, next target would be 4.50 rm
2017-09-11 16:01 | Report Abuse
KCPO price breaks RM 2800 today,and heading new seasonal high, as predicted earlier.Well RM3000, not too far away.If touches and all hell would breaks loose.
2017-09-09 05:49 | Report Abuse
yea,those who get it for 6.50 , should do "averaging" , that is the right investment/trading startegy, unless you have utilized your fund in full with your portfolio.
2017-09-07 10:16 | Report Abuse
if SOP full year profit can reach 300 millians ringgit, so 4.5--5.00 ringgit share value is fare, and reasonable.On top of these , the profit in the future years must also maintain at these levels and kcpo price could maintain and trading at 2700-3000 ringgit for longer term..
2017-09-06 15:43 | Report Abuse
根本不会发生的事。为甚么继续被抄作。核战争,而不是一般传统战。战略家会非常非常慎重的。
现在,根本也不是到了非打不可的阶段。当然,猛烈口水战是避免不了的。北韩只是一个被利用的工具。真正对峙的是中国和美国的地域霸权争夺战。特别是南海的海上主导性的霸权。
2017-09-06 09:50 | Report Abuse
most plantations make tonnes of money , why this tdm suffered losses, very incredible fishy.. must be another victim ,suffering from FGV virus infection.
2017-09-05 12:54 | Report Abuse
cpo price up neary 40 ringgit today,to 2770 basis January 18, as there was talk that general production in Malaysia will be in decline as from end of October,then cpo price will climb even higher for last quarter of 2017, hopefully will reach 3000 rm psychology benchmark.
2017-09-05 09:47 | Report Abuse
Diamonds will shine no matter wat has happened or what other says of it.
2017-08-29 11:56 | Report Abuse
外媒8月25日消息,马来西亚和印尼将讨论向中国出口毛棕榈油的计划。
马来西亚种植园工业和商业部长Mah Kew Siong上日表示,两国将商讨向中国出口毛棕榈油的计划。
Mah Kew Siong表示,由于环保日益严格,中国关注生物柴油的进口。他并称,实施B5项目将带来巨大的棕榈油市场。
他指出,因此印尼和马来西亚应该为满足中国的需求而合作。他并称,马来西亚希望向其他国家扩张生物柴油市场,例如印度和菲律宾。
PT Asia Trade Point Futures的分析师Deddy Yusuf Siregar表示,中国的B5项目将带来新的棕榈油需求,每年总计为900万吨。这意味着中国将成为印尼出口的潜在市场。
Deddy称,中的B5项目将给棕榈油价格寻获长期支撑带来新的机会。他认为,在2017年棕榈油产量增长的预期下,市场参与者会一再地出售棕榈油。
在2016年厄尔尼诺现象影响过后,不远的将来棕榈油供应可能增加。“今年棕榈油价格大涨的机会被产量增加的预期破坏,”他说道。
今年,印尼棕榈油产量预计同比将增加12.69%至3,550万吨。而马来西亚新的棕榈油供应预计将同比增加10.17%至1,950万吨。
产量复苏的预期打压棕榈油价格,市场参与者仍冀望于望需求上升,这种预期来自于中国的B5项目。
2017-08-29 00:43 | Report Abuse
China Hikes Steel Prices
By Leia Toovey -August 28, 2017 - 16:36 UTC
China’s largest steelmaker, China Steel Corp., will increase the prices of steel products for delivery in the fourth quarter by an average of 5.6% due to higher raw material costs.
Earlier in the month, Japan increased its steel product prices, also due to higher input costs. But, sending a bit of a mixed message, last week Nippon Steel announced that it had reduced steel prices to Toyota Motor Corp.
China Steel Corp. will raise the prices for all products by an average of $37.8 per ton. Prior to the increase, the steelmaker had lowered prices by an average of 5.28% for third quarter shipments in response to fluctuations in major steel markets.
Global steel prices have been rallying due to better demand expectations as well as Beijing’s steel capacity cutbacks. While steelmakers have been benefiting from these higher prices, higher costs for steel input ingredients have impacted their margins.
According to China Steel’s vice president Lee Shin-min, “Customer inventory has remained low in China and restocking demand is likely to continue to stimulate steel prices in the fourth quarter.”
Previously, it was anticipated that China’s demand for steel would fall later this year as the country’s stimulus-related infrastructure spending programs came to a close. However; it seems as if the opposite case has unfolded. China’s demand for steel remains strong, as the country’s economy has recovered. Even without stimulus related infrastructure programs, it appears that the country will keep building.
On top of all of this, of course, is the country’s steel capacity cuts and the expectation that output will be reduced even more, later in the year, to combat pollution during the winter when thermal coal use clogs the country’s skies with smoke. These factors will all support steel prices.
2017-08-29 00:38 | Report Abuse
you can't compare like this ;last year u got the effect of elnino drought which cut production in to very abnormal level.,this year we have normal /high production, plus reasonable high CPO price. This has establish a new norm or PRICE PATTERN.
2017-08-29 00:23 | Report Abuse
2q earning figure is a surprise, and it came in much higher then my early projection,the 3q and 4q figures need to revise accordingly, thus we have a higher end year net profit figure.
2017-08-28 22:46 | Report Abuse
why suggest a q3 lower earning? what we have seen is higher FFB and cpo production figure, and higher global cpo price. it is amazing to suggest a smaller figure,which i think ,purely is a wild quess .AS usually q3 and q4 are strong demand seasons for oils/fats, as many festive seasons are around the corner.
2017-08-28 15:58 | Report Abuse
full year net profit easily exceed 300 millions ,can be even higher in years ahead as more plants come into maturity,what else to look for?how many listed companies can give this kind of result?
2017-08-27 15:27 | Report Abuse
second quarter steel price in world market suffered a set back , but as from 3rd quarter world steel price recover strongly, hopefully , full year can bring good healthy result.
2017-08-24 19:51 | Report Abuse
粽油价格又涨了几十令吉,一吨两千八了。当到达三千元,哎呀,不好意思。市场自然热到爆。小心啦,阿嫂,清货了吗。干紧出货嘛。不过,看你根本没料到。无聊来此讲傻话。或者,根本就想偷料。
2017-08-24 16:31 | Report Abuse
做梦?和无知者争论是没意义的。而门外汉,自然不会知道怎样去分析市场的需求和供应的奥秘;特别是粽油国际市场,这关系到很多国家。对门外汉,我们显然不能要求过高,要他们去理解。本人根本没任何企图说服谁,或谁。各求尊便,让市场最终决定。当营利报告出庐,自然会适当启动走向
2017-08-24 15:59 | Report Abuse
所谓“超维稳”,以两个字表达---“发梦”。看Taann已经向上开始发动了。
2017-08-24 10:50 | Report Abuse
i think ,unicorn prefers eating salt "wishful thinking",provided by older people like wildchicken professor, rather then eating normal rice (own financial research and observations).
2017-08-23 16:20 | Report Abuse
ai ya , bad choice, annjoo seems more favourable , up 20 sen today.
2017-08-23 16:17 | Report Abuse
this current upwave is inspired by strong price uptrend in China steel market,it goes by spectacular daily limit.
2017-08-23 10:01 | Report Abuse
china market all steel related products well sky high , some went limit up, for last few days trading session on strong demand,expecting great future advances.
2017-08-23 09:43 | Report Abuse
Prof Hoo Ke Ping? WHO IS HE? wide-chicken docterate professor? most of his predictions were proven wrong, and the facts provided here are full of mistakes.
2017-08-23 09:29 | Report Abuse
傻瓜,狗屁不通。连年报数据也不懂,经济数据也不明白。请到Bursa的年报,季报详细阅读,美国USDA-wasde,印尼karpi的年报,季报详细阅读,自然明白走势。一昧不懂装懂,自欺欺人。
2017-08-20 17:18 | Report Abuse
4.30 people said con job ,5.30 another people still say con job, 6.30 still some people will again say con job, there is a never ending speculative smears and clueless fantasy.
2017-08-20 15:55 | Report Abuse
@curious "If oil back to USD 100 by 2020 how?" that is not going to happen, as Trump has relaxed and deregulate oil exploration and oil-rig in US , more supply will be available by then.By 2030/40 electric cars will replace fossil-oil burning cars.
2017-08-19 13:19 | Report Abuse
Jtiasa属传统华人的家族生意,存在不良的管理问题,和政治势力深度介入。此公司非单纯粽油企业。其树桐业部门,负担过重,资金浪费严重。居然还投资于,Rsawit,造成负债并承担金融巨额利息支出。coldinvestor 乃无知之辈,阁下问他?劝你问墙壁,比较好!!
2017-08-16 09:39 | Report Abuse
啊哟,一个无良,无知诈骗犯在诈骗。做粽油的谁都知道,第二季一贯会有所收缩,因为是需求的淡季。第三第四季是需求强劲的时期,会有高营利。
2017-08-16 08:05 | Report Abuse
don't be silly, there will be no war. wat we see is some kind political extortion for certain benefits, that yet to be identified.
2017-08-15 16:58 | Report Abuse
coldinvestor 的投资观点有点幼稚和单调,他只考量股息。其实应该看“企业资产价值分析”,科技股就需要看“成长的潜能”。intrinsic value and growth potential.
2017-08-15 16:04 | Report Abuse
早期投资IOI,股价才1.20。很长时间都不升。就转换到其它股项。几年后回个头看,哎呀,股价高涨。股息,红股和分析,现在相当于十多,二十块了。后悔莫及。
2017-08-15 15:56 | Report Abuse
"hng33 Sold back all 4.51, lock handsome contra profit 16sen/share first, free up all capital"。Now quiet .This boastful joker always make me laugh.
2017-08-15 15:48 | Report Abuse
你的想法有其一定的道理。分开投资,减少风险是有益的投资策略。LCtitan 是另一个首选。20%,30%, 30% ,20%。分开投资,必胜策略。今日加重LCtitan。
2017-08-14 16:26 | Report Abuse
soon you will realise , LCtitan is the best stock in Bursa.
2017-08-14 15:53 | Report Abuse
股市常常会碰上“事后诸葛亮的人物”.他们吹嘘那些已经价格已经高涨的股;唱衰尚未起的股。而不是去分析,特定股票的价值。问题是,涨了一年多,是否会继续涨?或者已经是顶峰?好了,你买了,是否在最高的价位入货。要是如此,那恭喜发财了。尚未起的股,处于低价。有好处。就是不会让你输钱。
2017-08-14 15:34 | Report Abuse
不同行业,自然会遭遇不同的经济周期。所以投资学,提倡portfolio management 不要把所有鸡蛋放在同一个篮子中。分开投资,而投资比率,按自己的认识,有所加大/减少,看经济和政治周期的运行而决定。随便唱衰这个,过度投入另一个。一旦出现转变,将陷困境。
2017-08-14 15:14 | Report Abuse
既然知道SOP是‘好股,‘就不要整天唧唧歪歪。言说无聊。派息低的原因是企业需要资金,扩充种植地库,现在已经增加到有120 千hacters.;而ffb 也有大幅度的增加。长期投资是重要选项,急功近利,不如上云顶赌一把。
2017-08-14 12:04 | Report Abuse
don't be silly , LotteTitan is not the old Titan, but very much upgraded technology wise,more to that, is expanded and enlarged . Remember those days,Titan experienced extreme difficulty,as the essential raw materials, petrolium was priced at 100 usd per barrel,and now only 49-50 usd. The cost have since largely reduced,. Economic and market enviroments had since changed, then LCtitan could be having a brighter future.
2017-08-12 20:44 | Report Abuse
New Delhi, Aug 11 (PTI) The government today hiked the import duty on crude palm oil to 15 per cent from 7.5 per cent and on refined to 25 per cent from 15 per cent to curb cheaper shipments and boost local prices for supporting domestic farmers and refiners.
The import duties on other crude edible oils like soya and sunflower have been raised to 17.5 per cent from 12.5 per cent, according to a notification issued by the Central Board of Excise and Customs.
The hike in import duty of crude and refined palm oil will help restrict cheaper imports from Malaysia and Indonesia and benefit farmers which are in distress due to fall in prices of oilseeds below minimum support price because of bumper production. On July 27, an inter-ministerial panel headed by Finance Minister Arun Jaitley had reviewed edible oil availability in the country and discussed ways to deal with rising imports. A committee was set up later to look into import duty structure for checking cheap cooking oil shipments.
Edible oil industry body Solvent Extractors Association (SEA) welcomed the step, saying the move would help farmers to some extent but wanted duty difference between the crude palm oil and refined palm oil to be 15 per cent to support domestic processors.
"This is a welcome step to support the farmers. At the same time, the government could have raised the duty difference between crude palm oil and refined palmolein to 12.5-15 per cent to support domestic refiners for value addition," SEA Executive Director B V Mehta told PTI.
He said the decision would help in restricting cheaper imports to protect domestic farmers and processors.
"We import 70 per cent of the edible oil requirement. So, the landed cost of imported oil be such that it do not affect domestic farmers and processors," Mehta said.
India imports about 14.5 million tonnes of vegetable oils (edible and non-edible) per year to meet domestic demand.
Vegetable oil imports increased by 15 per cent in June at 13.44 lakh tonnes, according to industry data.
In the first eight months of the current 2016-17 oil marketing year, the import of vegetable oils rose marginally at 98,63,572 tonnes compared to 97,63,043 tonnes. The move is also expected to give a boost to sowing of oil seeds in the ongoing season. PTI MJH LUX MR
2017-08-11 19:05 | Report Abuse
今天满天战争谣言,美国对峙北朝鲜。造成市场情绪疲弱,但是看粽油现货行情,居然相反走向,q强劲的又攀新高。收市2678 rm.
2017-08-11 18:54 | Report Abuse
废话,潭桶师爷,想是投资和投机搞浑了。阁下自己想干啥,就干啥。提供错误思想就不好。
Blog: [转贴] 马来西亚是发展中国家,结果却还要帮先进国强化经济!大家都搞不懂,到底首相为什么要这么做?!
2017-09-17 15:21 | Report Abuse
不这样搞,怎样会民怨沸腾。不过马国选民白痴多,几个糖果搞惦。不会出事的。