Sori saya cuma posting berita apa adanya,gak ada isi opini personal buat
kepentingan apapun. Soal persepsi tiap orang bisa berbeda,ada yang
menganggap peluang bisa juga jadi berita buruk. Mungkin lain kali bisa kirim
good news atau apapun yang lebih ok. Yang kemarin juga cuma berita dari
IQP,gak ada maksud apa2 cuma trus 'dimantra' ama EL jadi rame. Untung tadi
pagi tak bilang CS downgrade INCO ke 2000 :)
Sori pak/bu kl gak berkenan&Bernie nama cowok,anda tau pak tua Bernie
Excclestone bos F1 kebetulan namanya sama.
On 8/8/08, AGROBOSS BOSSAGRO <[EMAIL PROTECTED]> wrote:
>
> ning berni, cantik / tidak susah ditebak. tapi mestinya cantik kan
>
> anda harus lihat harga di KL. 2 hari ini sudah naik. kalau di amsterdam
> memang lagi turun.
> Tapi ingat pesen mbah, bentar lagi 3 hari raya. banyak yang akan simpan
> cpo.
> itu rumor yang nanti akan dihembuskan. jadi kalau harga sudah terdiskon
> >30%
> sudah kecil resikonya tinggal naiknya saja.
>
> Kalu bumi naik hari ini atau mulai minggu depan sesuai komando mbah.
> maka sektor ini juga akan melejit.
> apalagi oil sudah mulainaik.
>
> ok jangan hembusakan yang negatif terus saat bear market.
> kalau maksudnya bikin orang rugi, apa tidak kasihan mereka.
> tks
>
>
>
> 2008/8/8, Bernie <[EMAIL PROTECTED]>:
>>
>> =DJ FOCUS:Palm Oil Output Remains Weak; High Output, Slow Buying
>>
>> KUALA LUMPUR (Dow Jones)--Crude palm oil prices are likely to keep falling
>> over the next two months as production peaks in Malaysia and Indonesia and
>> the overall weakness in the commodities complex continues to put pressure on
>> prices, analysts said Thursday.
>>
>> That has turned importers increasingly cautious after many of them
>> incurred heavy losses on earlier purchases which were contracted at much
>> higher prices.
>>
>> The prevailing mood in the market could further dent exports from
>> Southeast Asia as key buyers postpone their decisions, waiting for greater
>> stability in the market, traders said.
>>
>> "Technically, CPO prices are trying to find a floor before they
>> stabilize," said Alvin Tai, an analyst with Kuala Lumpur-based OSK Research.
>>
>> Aseambankers, a Malaysia-based research company, Monday said CPO prices
>> may fall towards MYR2,691/ton soon, In a report, Aseambankers said investors
>> should go short if there is a near-term rebound in prices because technical
>> indicators aren't showing any bottoming pattern.
>>
>> The benchmark third month crude palm oil futures contract on Malaysia's
>> derivatives exchange has fallen nearly 40% from its peak in early March. At
>> 0815 GMT, the contract was at MYR2,817/ton, up MYR27 from Wednesday's close.
>> The contract had touched a nine-month low of MYR2,700 Tuesday.
>>
>> Analysts and brokers said they expect sentiment to remain weak in the
>> near-term, adding to the pressure on prices.
>>
>> There won't "be an automatic surge in demand after the fall in prices
>> which has taken place in last few days," said R. Ramamoorthy, an executive
>> with A.R. International, an Indian vegetable oils brokerage.
>>
>> He said many importers now have pending contracts finalized at higher
>> prices but yet to be delivered, making them wary of booking new shipments.
>>
>> Three weeks ago, traders were buying palm olein in the cash market at
>> $1,200/ton, free-on-board, Malaysian ports, but those prices have now fallen
>> to around $965/ton.
>>
>> There are buyers who need to book more cargoes, but they want to wait for
>> prices to stabilize before placing new orders, said A. Rasheed Janmohammad,
>> vice-chairman of Pakistan Edible Oils Refiners Association.
>>
>> According to Ramamoorthy, the expectation in the market is that prices
>> could fall further. "Traders don't want to get caught in the current
>> volatility by buying today for what is needed tomorrow."
>>
>> "We weren't expecting prices to fall so much and so fast," said
>> Janmohammed. Importers Delay Buying; Some Fear Defaults
>>
>> Janmohammed said in the run-up to Ramadan, Pakistan typically imports
>> around 150,000 tons of palm oil in August, but only 75% of that has been
>> bought so far this year because of high volatility in prices.
>>
>> Import demand in September will be another 125,000 tons, but again, only
>> 30% to 40% of that has been bought so far.
>>
>> Similarly, Indian importers ship large quantities of palm oil from August,
>> ahead of the festival season that begins in October, but many of them have
>> been waiting this year for the market to stabilize, Ramamoorthy said.
>>
>> Moreover, the revival in monsoon rains in India has helped increase
>> oilseeds planting in the last few weeks, contributing to lukewarm demand
>> from Indian importers.
>>
>> It is not just Indian and Pakistani buyers who have adopted a
>> wait-and-watch approach.
>>
>> "Middle Eastern and African countries are yet to make at least 50% of
>> their purchases for August-September shipments," said a Kuala Lumpur-based
>> executive at a global trading company.
>>
>> Meanwhile, the sharp fall in prices has increased the risk of defaults by
>> earlier buyers, said Pradip Desai, managing director of Palm Trade Services,
>> a Mumbai-based trading company.
>>
>> Desai said it is difficult to estimate how many contracts haven't been
>> honored, but some estimates by traders show canceled or revised contracts
>> could run into a few hundred thousand tons. Subdued Price Outlook In Months
>> Ahead
>>
>> Analysts said prices are likely to remain under pressure and a recovery is
>> possible only toward the end
>>
>>
>
>
