After underperfoming for many years, the ROE of Sarawak Plantation (SWKPLNT) managed to overtake that of KLK in 2019. It peaked in 2021 and then began to go below that of KLK in 2022. SWKPLNT share price seemed to mirror the ROE performance since 2019. You can see the share price peaking in 2021 and is today below the 2021 peak. From a ROE perspective, SWKPLNT was not able to consistently outperform KLK, my reference Bursa plantationcompany. Gi...
SWKPLNT股票讨论区
根据印尼财政部颁布的法令,棕油出口税参考价定在7.5%。新规从9月21日生效,届时,9月份的棕油出口费将从每吨90美元,降至63美元。精炼棕榈油的出口费的参考价,则定在3%至6%之间。
至于印度方面,该国已经改变了部分原油和精炼食油的进口税,原棕油、大豆油和葵花籽油的进口税,从5.5%提高到27.5%,而精炼等级食油的进口税,则从13.75%提高到35.75%。
大众投行研究分析员点出,这对大马棕油出口来说会产生负面影响,因为双印在进出口税做出调整,也意味着大马的棕油市场份额将会流失一部分,而印度对棕油产品的需求也会跟着减弱。
对于过去那些一直在苦苦挣扎的炼油商来说,未来可能会更具挑战。
印度作为大马第二大棕油进口国,占今年总进口量的22%,而 $IOICORP (1961.MY)$ 、 $SDG (5285.MY)$ 和 $KLK (2445.MY)$ ,都是涉足下游业务的著名上市企业。
分析员表示,若从积极层面来...
SWKPLNT share price seemed to mirror the ROE performance since 2019. You can see the share price peaking in 2021 and is today below the 2021 peak.
From a ROE perspective, SWKPLNT was not able to consistently outperform KLK, my reference Bursa plantationcompany.
Gi...
●美国股市周四延续跌势
●马来西亚9月PPI上涨0.2%
●MIDF维持马来西亚2023年GDP增长预测在4.2%
政府不会取消棕榈油行业的意外利润征税-财政部
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