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发表于 25-9-2011 12:20 AM
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本帖最后由 jackphang 于 25-9-2011 12:21 AM 编辑
回复 jackphang
对Golden Agri-Resources Ltd (Plantation)，有点兴趣，听说大部分业务在印尼对 ...
ky.. 发表于 24-9-2011 06:31 PM 
Golden Agri在2008年股灾时从最高约9毛来到2毛以下，现在在6毛-7毛之间（也就是说若你在牛市的时候买股票通常都是错误的选择。而若你在熊市的时候购入的话，你可以有很大的机会增加你的投资资本）。
几个简短的Summary：
1H2011 1H2010
Jun 2011 (US$'000) Mar 2011 (US$'000)
Revenue 3,063,540 1,350,750
Net Earnings
410,554 154,573
Equity Attributable
to owner of company 7,165,908 6,825,860
NE/Eq 5.7% 2.26%
OPERATIONAL HIGHLIGHTS
由于棕油价提高以及产量的提升，目前其半年的生产量为1.25M吨，取得比上季度31%增加。大约27,900 hectares的土地加入了生产油棕的行列。
In 2Q 2011, sustained production recovery resulted in palm products output achieving
650,000 tonnes, 8% stronger than the previous quarter and 29% higher than the same
period last year. First half year palm products output was recorded at 1.25 million
tonnes, a 31% increase compared to the same period last year. The strong increase in
production was supported by expansion in mature area by 27,900 hectares in 1H 2011
as well as favourable weather conditions.
GAR在印尼拥有最大的总种植面积。大约32%是刚成长的树木，45%正值生产期。它会继续扩充营业。
As at 30 June 2011, GAR’s total planted area was 446,200 hectares, which continues
to be the largest in Indonesia. The age profile of GAR’s plantations remains
favourable, comprising 32% of immature and young age plantations, and 45% of trees
in their prime producing years. GAR will continue its strategy to sustainably expand its
oil palm plantation area in order to maintain its long-term growth.
风险在于其货币方面的增值（印尼对美元增值来说对其业务不是好的因素）
风险二：棕油价格波动（目前从大约4千元跌到3千元左右）
风险三：中国对该国棕油油价的控制（中国通膨控制） |
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发表于 23-9-2011 05:10 PM
变色卡
千斤顶
不要再选错价钱入货就好了
2466 
72
