【IOICORP 交流专区】 IOI 老板一年前的致词

弹煮

不太了解您想表达些什么
你的手上空仓了，然后什么~~

密码侦探

因为916的事件,上一波的炒饭被冷冻了.
接下来有两可可能:
1.开猛火,垃圾炒耪歇
2.开猛火,耪歇炒垃圾

弹煮

请恕小妹愚昧，我又看不明白了

东风不破

原帖由 弹煮 于 4-10-2008 12:48 AM 发表
很容易。

cpo跌，KLCI跌。就这么简单。

哈哈。。。。黄金比例。
过去种植股的市值不断地上升，占KLCI很高的比例，不过正确数字我不知道是几巴仙。
所以只要种植股打个喷嚏，KLCI就伤风了，不过现在没那么严重了，因为种植股的市值已经降半。

东风不破

原帖由 密码侦探 于 4-10-2008 12:46 AM 发表
大时代下画了.
2007 CO 起 CPO 起 DJ 起 KLCI 起
2008 CO 跌 CPO 跌 DJ 起  KLCI 跌

你是不是风涌云起的侦探？

弹煮

市值有影响到指数吗？
我以为指数是由成份股的起落*比重得出来的？
一日不下调种植股的指数比重，马股很难振作。

钱在手

好久都没见到弹煮姐。。。是否闭门练功？？

弹煮

去了荷兰一趟

东风不破

原帖由 弹煮 于 4-10-2008 09:06 AM 发表
市值有影响到指数吗？
我以为指数是由成份股的起落*比重得出来的？
一日不下调种植股的指数比重，马股很难振作。

没错，指数是由成份股的起落*比重得出来。
市值的起落也是一样，因为
市值＝股价*数量，所以股价下降，市值也是会降。

星洲日报每天的财经版都有刊登KLCI的比重，例如SIME占~7%。
以前SIME占>9%，IOI占>7%。

弹煮

您意思是说，市值决定比重？

titotito

看来等 3.XX , 2.XX  的股友...
不管你们，我先cash in 我的Cheque !



[ 本帖最后由 titotito 于 5-10-2008 01:02 AM 编辑 ]

东风不破

原帖由 弹煮 于 5-10-2008 12:35 AM 发表
您意思是说，市值决定比重？

对，前面的十大已经占了指数的一半了。
所以只要前面那几个领头羊大跌，KLCI就很惨。
所以政府要托市也不难，只须要扶持金融、种植与能源电讯的股价。

scsiang82

Monday October 6, 2008
IOI to stay resilient on diversified base
By LEONG HUNG YEE


It is not too dependent on palm oil to drive growth and earnings

IOI Corp Bhd, which has been favoured by investors for its strong earnings visibility, is expected to continue its good performance despite the possibility of crude palm oil (CPO) prices falling further in the coming months.

Analysts believe that IOI Corp will continue to be resilient because it is able to leverage on its diversified base and is not too dependent on one business, particularly palm oil, to drive growth and earnings.

The group is also involved in the upstream and downstream manufacturing of oleochemicals as well as property development.

“IOI Corp has been able to perform better than many of its peers because the group could leverage on a diversified earnings stream,” an analyst said.

Although analysts are still upbeat on IOI Corp, investors continue to dump their holdings on concerns that weaker CPO price and rising costs would hurt the planter’s earnings outlook.

IOI Corp has seen its share price hammered in the past two weeks, reflecting market concerns about higher palm oil inventories and softening CPO prices.


CPO futures have dropped by more than half since trading at a record RM4,486 in March, as stockpiles rose

Its share price dropped to an 18-month low of RM4.10 with 17.4 million shares changing hands on Friday.

An analyst said the decline, however, had made IOI Corp’s valuation more appealing, at least for investors with a medium to longer term investment time frame.

CPO futures have dropped by more than half since trading at a record RM4,486 in March, as stockpiles rose. The contract for December delivery has fallen to RM2,000 per tonne on the Bursa Malaysia Derivatives.

AmResearch has maintained its hold recommendation on IOI Corp but raised its forecast financial year ending June 30, 2009 (FY09f) earnings upwards by 3% as higher CPO selling price is offset by higher plantation costs. It also expects IOI Corp’s manufacturing earnings to be softer due to weaker selling prices and demand.

“IOI Corp has sold forward almost six months of its FY09f CPO production at prices between RM3,000 and RM3,500 a tonne.

“Assuming that the group achieves an average CPO price of RM2,300 per tonne for the balance of its output, the average CPO price realised for FY09f could be RM2,750 a tonne. This is significantly higher than our assumption of RM2,200 per tonne,” AmResearch said.

Despite the potentially higher average CPO price realised, AmResearch expected IOI’s plantation earnings to shrink due to higher fertiliser costs, which had gone up by more than 30%.

It added that IOI Corp should be able to match last year’s revenue due to locked-in CPO prices.

“However, we think that there could be a squeeze in margins due to higher operating costs. Margins of the downstream activities could also be affected on the back of lower sales and potentially slower demand growth,” it said.

OSK Research, which has a neutral call on the plantation sector maintained its “trading buy” calls on most of the plantation companies under its coverage.

“We advise investors with longer term horizons (exceeding 12 months) to accumulate plantation stocks on the current price weakness,” it said in a report.

OSK said it was not overly concerned about a post-Olympics economic slowdown in China as edible oil consumption per capita should continue to grow with the increase in wealth.

The research house was more concerned over the global economy, particularly that of developed countries, which probably still had room to slow down further.

“The sharp pullback in palm oil as well as plantation stock prices represents a cyclical downtrend within a very much intact secular bull trend, which we believe will reassert itself sometime in the first half of 2009,” OSK said.

Going forward, analysts said IOI Corp should continue to perform well, despite a possibility of CPO prices falling further in the coming months.

Plantation analysts said CPO prices were currently hovering around the RM2,000 per tonne level and could go either way for sometime.

“As long as the world needs cooking oil, soap and other fats and fuels that can be extracted from palm trees, lower prices will increase demand,” an analyst said.

An analyst said IOI Corp was expanding its downstream production facilities, which would transform Pasir Gudang in Johor into a major palm oil processing centre.

He said the expansion was timely considering the weakening CPO price.

It would pave the way for IOI Corp to further develop its downstream operations in line with its plans to diversify into the speciality oils and fats business.

IOI Corp is the only Malaysian company that has made it to the latest Forbes Asia Fabulous 50 List.

Forbes said although palm oil prices fell and IOI’s shares dropped early this year, the company was listed for the third straight year because it was one of the most efficient palm oil producers, with yield per hectare of about 50% higher than its rivals in Malaysia and Indonesia.

http://biz.thestar.com.my/news/story.asp?file=/2008/10/6/business/2187895&sec=business

东风不破

棕油价已经跌倒～1800块了。

弹煮

您开始反向了吗？ 偶看到您的篮子名单有KLK

ThermoFisher

他只是说爽而已，不会真的去买的。。。。

（他在等KLCI100点才会进场。。。 ）

弹煮

偶也是猜想他嘴巴讲下面爽。
前几天讲要装KLK 8.90，结果真的到了8.90(现在已经8.60)却没买到

ThermoFisher

不用猜，多看他发的贴，就会了解他的投资方式。。。。

（我每天都有看他发了什么贴，说了些什么话。。。 ）

东风不破

两个都那么关心我，感动。。。。。
今晚睡不着了。

东风不破

原帖由 弹煮 于 6-10-2008 02:17 PM 发表
您开始反向了吗？ 偶看到您的篮子名单有KLK

算是吧，想尝试玩逆向，累计多一点实战经验。