berita buruk juga membuat kita eling.. it's okay pak bernie, thx 4 ur info..
On Fri, Aug 8, 2008 at 10:30 AM, Bernie <[EMAIL PROTECTED]> wrote: > > 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 >>> >>> >> > >
