--- In mdex@yahoogroups.com, Aris Man <asep risman> wrote:

Untuk rekan-rekan yang trading:
Saham-saham sektor Agri: AALI, LSIP, UNSP, dll.
Futures: kontrak berjangka Olein dan CPO

Mungkin info berikut bermanfaat:


POC 2009 - summary of Mielke, Mistry, Fry, Richard ans
chartist

Mielke
- Oil World:
PO output to
slow on weaker prices.
For JAN-JUNE :
CPO cif Rotterdam may rise to $ 640/t (RM 2360) as global output slows.( now
apr/june rotterdam cif $600)


RBD POLEIN will be arnd $670/T (RM 2470) cif
Rotetrdam
economy dowturn
may limit the PO's price rally
expects low
output of oils & fats in 2009- slow investment in agri and plantings
small rise in
cpo output this year in Indon and Msia due to tree stress after a good harvest

Mistry :
CPO will go to
RM 2100/ $ 570 in next few weeks on tight stocks
weaker in
2H2009 on weaker sbo, higher output Aug onwards and slow demand. Stock to swell
again
Polein may go
higher temporarily to crude degummed SBO
After apr/may,
palm will become uncompetitive against soutgh american sbo. will lose mkt share
to sbo.
On India:

demand will increase in 2009 due to o duties for cpo and sfo

consumption will expand by half miliion tons to 13.5 miliion tns this
year

No duty hike till end June - new govt/election

PO demand will rise 11.2% to 5.66 million tons in current oil year

SBO consumption/demand will fall 4.8% to 2 million tons due
to higher duty.

James
Fry:
CPO prices RM
1400-1500/t by July on alow demand, weaker crude oil and stock-output trend is
not tight

Richart
Kastilani - Tropical Oil Grains:
RM 1500 - rm
2000 ($420-540) for next 3-4 mths.

Prudential
Technical:
range 1700 to
2300.

2H 2009 may
drop to $400 (arnd RM 1500) if good harvest of RSO,and SFO and if crude oil
arnd $35-$45


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--- End forwarded message ---