2010年1月东南亚农业行业研究报告

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【出版时间及名称】：2010年1月东南亚农业行业研究报告
        【作者】：野村证券
        【文件格式】：PDF
        【页数】：48
        【目录或简介】：
Contents
Nomura ASEAN Soft Commodity Team 4
Sell planters on CPO strength, buy the processors 5
Vegetable oil and breakfast commodities have outperformed 5
Plantations and processors continue to do well 5
Indofood, Golden Agri and Noble led the consensus upgrades 5
Refining margins likely to remain stable 6
Palm oil inventories building in Malaysia due to weaker exports 7
USDA raised its soybean production and meal stock usage ratio forecast,
indicating pressure on prices in 2H10F 7
China demand holding well; increase in crushing to support soymeal/oil
consumption 8
China soybean crushing margin strength continues, supporting import demand 8
Grain production to lag consumption growth 8
We like Wilmar, Noble and Olam and maintain our Bearish stance on plantations 9
Valuation snapshot 10
The ups and downs 14
Vegetable oil and breakfast commodities have outperformed 14
Plantations and processors continue to do well 15
Indonesian planters have been the best performers 16
Strong earnings performance has led to upgrades by the street 17
Ears to the ground 19
Important events/news flow summary 19
Company news flow summary 20
Client marketing feedback 21
Key earnings announcements 21
Highlights of our published research 22
Commodity snippets 23
Palm oil 24
CPO price resistance on high Malaysian inventories and weak exports 24
Malaysian CPO inventories high as exports dip 25
Short-term CPO price model 27
Soybean, soy meal and soy oil 28
Global oilseed production expected to rebound; outlook on soybean production
turns even more positive 28
Meal and soy oil stock usage ratios seen higher 28
Strong soybean harvest in offering from Latin America 30
Argentina to lead soybean export growth; China imports likely to remain strong 31
Increase in crushing to support soymeal/oil consumption 31
China demand holding up; imports account for most of its oil requirements 33
China soybean crushing margin strength continues, supporting import demand 34

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关键词：行业研究报告 行业研究 研究报告 农业行业 东南亚 研究报告 行业 农业 东南亚

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