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Singapore-listed agri-related stocks have underperformed this month on weak commodity prices and Indonesia's dry spell, with the EU's biodiesel levies on Indonesia a lesser factor. Analysts expect Chinese buyers to switch from soyoil to palm oil amid the US-China trade war, partly offsetting the EU measure.
Expected Chinese substitution of soyoil into palm oil supports palm demand, while EU biodiesel levies on Indonesian product reduce export demand for it.
在过去 67 次中性的贸易事件之后,棕榈油 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.1% 至 +1.3%),20 个交易日内为 +0.6%。
在过去 81 次中性的贸易事件之后,豆油 在 5 个交易日内中位数变动 +0.3%(56% 上涨;中间一半区间为 -1.6% 至 +1.8%),20 个交易日内为 +0.9%。
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。