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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
supersaiyan3
3,128 posts
Posted by supersaiyan3 > 2016-03-20 23:20 | Report Abuse
飼料的主要原料為玉米、小麥及黃豆粕，目前均接近十多年歷史新低。其實飼料成本應該是降至2004年水平才對！飼料為什麼保持高價格呢？主要是因為之前馬幣大跌所至！現在馬幣回升，飼料價格已經逐步下降，唯還需要半年左右才能夠降個百分之十幾。
飼料雖然降價，但禽畜公司一般產量過剩問題嚴重。但最近看來泰國農業好像減弱了不少，走私來馬的問題比較趨緩。消費稅過後很多小農戶都倒閉了，也許接下來雞禽股會不錯。
初步研究幾家禽畜公司，覺得還是潮成比較有看頭，CAB好像也不錯。