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Analyst Dorab Mistry raised his 2018 Indonesian palm oil output forecast to 40 million tonnes from 38.5 million, citing faster plantation expansion. He expects Malaysian end-2018 stocks to reach 3.0-3.3 million tonnes and Indonesian stocks to keep rising from near 5 million tonnes.
Higher output and heavy year-end stocks add supply pressure, and prices would need to fall toward about 2,100 ringgit to regain competitiveness.
thestar.com.myThe Star Online2018. 9. 28.과거 하락 보고서 이벤트 96건 이후, 팜유은 5거래일 동안 중앙값 -0.1% 변동(상승 48%; 중간 50% 범위 -1.3%~+1.6%), 20거래일 동안 -0.9%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
Dorab Mistry's higher Indonesian output forecast and expected rise in Malaysian stocks, published just before the move, feed bearish supply sentiment that could carry into the next session.
Mistry's higher Indonesian output forecast and rising Malaysian and Indonesian stock expectations reinforce the bearish supply outlook.
