Blog: Plantation - Dry weather in South America pushes up soybean price

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3 comment(s). Last comment by joerakmo 2021-12-31 11:53

calvintaneng

53,298 posts

Posted by calvintaneng > 2021-12-31 11:28 | Report Abuse

Am Research is bias against palm oil as it has issued too many palm oil call warrants to bet against palm oil

Cannot trust any IB bankers that take position against palm oil by issuing palm oil call warrants to bet against palm oil

Their vested interest against palm oil has disqualified them from giving opinions on palm oil

value_seeker

535 posts

Posted by value_seeker > 2021-12-31 11:32 | Report Abuse

The current is still against plantation companies. With current low prices as we benchmark against CPO price, has the potential of gain being eroded by ESG concern mooted by western countries. The market is determining prices. High profit now failed to give fair value to plantation companies price.

joerakmo

725 posts

Posted by joerakmo > 2021-12-31 11:53 | Report Abuse

Getting the facts right

https://ourworldindata.org/palm-oil

https://gapki.id/en/news/18597/global-oil-palm-plantations-have-larger-acreage-than-other-vegetable-oil-plantations-myths-facts-2-02

https://ourworldindata.org/soy

Deforestation in Brazil for soybean and its environmental impact is much worse than oil palm in Malaysia and Indonesia combined

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