2009年12月马来西亚种植行业研究报告

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【出版时间及名称】：2009年12月马来西亚种植行业研究报告
        【作者】：摩根大通
        【文件格式】：PDF
        【页数】：49
        【目录或简介】：
Table of Contents
Investment thesis .....................................................................3
Picking the winners – ‘Our Scorecard assessment’ .....................................................4
Valuations & recommendations..............................................5
Price targets..................................................................................................................5
Stock recommendations ...............................................................................................6
Key themes in 2010 ..................................................................7
More than just CPO prices to drive out-performance in 2010 .....................................7
Picking the winners with additional share price drivers ............................................10
Palm oil & soybean demand/supply .....................................15
Volume growth & cost trends................................................18
Output growth forecast to recover .............................................................................18
Easing cost pressures .................................................................................................18
Appendix .................................................................................19
Regional plantation valuations & price performances ...............................................19
Demand and supply for key edible oils......................................................................21
Relationship of CPO prices to crude oil prices ..........................................................22
The ENSO Index – An El Nino weather tracker........................................................23
Key upside & risks .................................................................32
Valuations ...............................................................................33
Companies
Kuala Lumpur Kepong ..............................................................................................26
Sime Darby Berhad....................................................................................................30
IOI Corp.....................................................................................................................35
Genting Plantations....................................................................................................40

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