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CGS-CIMB Research says Indonesia's progressive export levy revision is negative for upstream Indonesian palm oil producers but slightly positive for downstream players. It expects Malaysian upstream producers to benefit.
The levy is linked to the CPO reference price and aims to rebuild the nearly empty CPO fund.
The analysis shows the levy shifts margins between upstream and downstream players and across borders. It suggests the policy will sustain the B30 mandate, which keeps palm oil demand firm.
research.sginvestors.ioSGinvestors2020年12月7日在过去 513 次中性的政策事件之后，棕榈油 在 5 个交易日内中位数变动 0.0%（50% 上涨；中间一半区间为 -1.6% 至 +1.4%），20 个交易日内为 -0.1%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
