Singapore Stock Market News

Plantation Companies - Bottom fish in 2015

StockFanatic
Publish date: Thu, 18 Dec 2014, 12:48 AM
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■ CY15F CPO ASP of RM2,300 unchanged; expect softer prices in 1H15 followed by a recovery in 2H15

■ Keep tabs on soybean oil supply, refining margins and biodiesel demand for downside risks

■ Upside risks: El Nino, recovery in crude oil price, more regulations restricting expansions

Top BUYs: BWPT, GENP, TSH and BAL
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