標題: 原物料股.. 食品 (棕櫚油)...東南亞(新加坡,印尼)
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發表於 2017-12-23 14:58  資料 私人訊息 
原物料股.. 食品 (棕櫚油)...東南亞(新加坡,印尼)
原物料股.. 食品 (棕櫚油)
ROE 有原物料股的特性,變化非常大...

[ 本帖最後由 kaka 於 2017-12-23 14:59 編輯 ]
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發表於 2017-12-23 14:58  資料 私人訊息 
印尼...食品 ( 棕櫚油).... Astra Agro Lestari  ( 印尼 AALI , 美股 AAGRY )


https://en.wikipedia.org/wiki/Astra_Agro_Lestari


Astra Agro Lestari (AAL) is an Indonesian palm oil company. It is a subsidiary of PT Astra International Tbk.

At least in 2004, it controlled extensive land banks.[2] It has two concessions on peatlands in Riau, with an estimated total area of 20,000 hectares.[3] According to Greenpeace, 2007, it has seven concessions on peat in Central Kalimantan.[4] Greenpeace also reported hotspots on five Astra Agro concessions in Riau, two of which were on peatlands.[5] Joko Supriyono was or is a director at Astra Agro and secretary of a palm oil industry lobby group.[6] He said companies had no choice, but to continue establishing plantations on restricted areas.[7]


===================================================


http://www.astra-agro.co.id/index.php/en/ourcompany

PT Astra Agro Lestari Tbk Brief Profile

A Brief Chronicle of PT Astra Agro Lestari Tbk

PT Astra Agro Lestari Tbk (Perseroan) entered the plantation industry in Indonesia more than 30 years ago. Starting with a cassava plantation, and later developing a rubber plantation, in 1984 the Company established an oil palm plantation in Riau Province. Today the Company has grown into one of the largest and best managed oil palm plantations in Sumatra, Kalimantan, and Sulawesi operating a total acreage of 297,011 hectares.

From its inception, the Company entered a collaboration with the local population using nucleus-plasma and Income Generating Activity (IGA) models, as well as other activities aimed at improving the livelihood of the communities living around the plantations, both palm oil related and non-palm oil related. By the end of 2016, the Company was collaborating with 51,709 oil palm smallholders organized in 2,396 farmer groups. The collaboration efforts aimed at ensuring that the presence of the plantations managed by the Company should also bring great benefit to the surrounding communities.

As the business steadily grew, in 1997 the Company decided to go public and an IPO was made through the Indonesia Stock Exchange (at that time named the Jakarta Stock Exchange and the Surabaya Stock Exchange). In 2016 the Company also undertook a Limited Public Offering in an amount of approximately Rp 4 trillion. Currently, shares owned by the public amount to 20.32% of the total 1.92 billion shares in circulation. The strong value of the shares on the Stock Exchange reflects the great confidence of investors in the company. On the last trading day on 30th December 2016, the company’s shares listed as “AAL” closed at Rp 16,775 per share.

Apart from operating the oil palm plantations, the Company also diversified by developing a relevant downstream industry as a strategy to safeguard the continuity of its business. It is currently also operating a palm oil refinery in the Mamuju Utara Regency in West Sulawesi Province, and in Dumai, Riau Province. Processed palm oil products taking the form of olein, stearin, and PFAD produced by the refinery serve to meet market demand for export, among others from China and the Philippines. In 2016 the Company also set up a fertilizer blending plant in Donggala Regency, Central Sulawesi Province. In addition, the Company also initiated an integrated cattle-in-plantation business,

Looking toward the upcoming challenges, the Company focuses its business strategy on the improvement of productivity, efficiency at all strata, and diversification of business in prospective sectors related to palm oil as its core business.




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223.141.96.112
發表於 2017-12-23 15:00  資料 私人訊息 
新加坡...食品 (棕櫚油 , 穀物 )....Wilmar International Limited 新加坡豐益國際( 新加坡 F34 , 美股 WLMIY )


http://www.wilmar-international.com

http://www.wilmar-international.com/who-we-are/corporate-profile

Wilmar International Limited, founded in 1991 and headquartered in Singapore, is today Asia’s leading agribusiness group. Wilmar is ranked amongst the largest listed companies by market capitalisation on the Singapore Exchange.

Wilmar’s business activities include  oil palm cultivation,  oilseed crushing,  edible oils refining,  sugar milling and refining, manufacturing of consumer products, specialty fats,  oleochemicals, biodiesel and  fertilisers as well as flour and rice milling.


At the core of Wilmar’s strategy is an integrated agribusiness model that encompasses the entire value chain of the agricultural commodity business, from cultivation, processing, merchandising to manufacturing of a wide range of agricultural products. It has over 500 manufacturing plants and an extensive distribution network covering China, India, Indonesia and some 50 other countries. The Group has a multinational workforce of about 90,000 people.

Wilmar’s portfolio of high quality processed agricultural products is the preferred choice of consumers and the food manufacturing industry. Its consumer-packed products have a leading share in many Asian and African countries. Through scale, integration and the logistical advantages of its business model, Wilmar is able to extract margins at every step of the value chain, thereby reaping operational synergies and cost efficiencies. Wilmar is a firm advocate of sustainable growth and is committed to its role as a responsible corporate citizen.



An Expanding Global Footprint





From its humble beginnings, Wilmar has today become:


  • World’s largest processor and merchandiser of palm and lauric oils, manufacturer of oleochemicals, specialty fats, palm biodiesel and consumer pack oils as well as crusher of palm kernel and copra crusher  
  • One of the largest oil palm plantation owners and the largest palm oil refiner in Indonesia and Malaysia
  • Largest edible oils refiner, specialty fats and oleochemicals manufacturer as well as leading oilseed crusher, flour and rice miller, and producer of consumer pack oils, flour and rice in China
  • Amongst the top 10 global raw sugar producers as well as the largest raw sugar producer and refiner, and a leading merchandiser of consumer brands in sugar and sweetener market in Australia
  • Leading producer of consumer pack table margarine, mayonnaise and sauces in Russia
  • A leading branded consumer pack oils producer, oilseed crusher and edible oils refiner in India
  • Leading supplier of edible oils and third largest sugar producer in Africa
  • One of the largest edible oils refiners in Ukraine
===================================================


https://en.wikipedia.org/wiki/Wilmar_International

Wilmar International Limited[1] founded in 1991, is Asia’s leading agribusiness group.

It ranks amongst the largest listed companies by market capitalisation on the Singapore Exchange, being the second largest as of September 2010.[2]

It is a Singaporean investment holding company that provides management services to its 400+ subsidiary companies.[3] It is also ranked 252nd in the Fortune Global 500 list in 2015.[4]

Wilmar International business activities include oil palm cultivation, edible oils refining, oilseeds crushing, consumer pack edible oils processing and merchandising, specialty fats, oleochemicals, and biodiesel manufacturing, and grains processing and merchandising. It has over 450 manufacturing plants and an extensive distribution network covering China, India, Indonesia and some 50 other countries. The Group is backed by a multinational workforce of over 92,000 people.

Wilmar's merchandising and processing segment encompasses merchandising of palm oil and laurics-related products, operations of palm oil processing and refinery plants and crushing, further processing and refining of a range of edible oils, oilseeds, grains and soyabean. Its consumer products segment has an oil-bottling business in the People's Republic of China, Vietnam and Indonesia. Its plantation and palm oil mills segment engages in oil palm cultivation and milling. Other segments include manufacturing and distribution of fertiliser and ship-chartering services



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223.141.96.112
發表於 2017-12-23 15:07  資料 私人訊息 
First Resources Ltd    棕櫚油製造,種植     (新加坡 EB5 , 美股 FSRCY )


First Resources LimitedEB5Food Products



https://www.google.com/finance?q=SGX%3AEB5&ei=qH8OVaHoO8bsugT2w4LQCg
http://www.first-resources.com

First Resources Ltd is a Singapore-based palm oil producer in the Asia-Pacific.

The Company manages approximately 170,000 hectares of oil palms plantations and operates twelve palm oil mills in Indonesia.

The Company’s core business activities are cultivating oil palms, harvesting the fresh fruit bunches and milling them into crude palm oil (CPO) and palm kernel.

The Company is organized into business units based on their products, and has two reportable segments.

Plantations and Palm Oil Mills segment is principally involved in the cultivation and maintenance of oil palm plantations and operation of palm oil mills and Refinery and Processing markets and sells processed palm based products produced from the refinery, fractionation and biodiesel plants and other downstream processing facilities.








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UID 6717
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223.141.96.112
發表於 2017-12-23 15:09  資料 私人訊息 
印尼...食品 ( 棕櫚油).... Astra Agro Lestari  ( 印尼 AALI , 美股 AAGRY )


https://en.wikipedia.org/wiki/Astra_Agro_Lestari


Astra Agro Lestari (AAL) is an Indonesian palm oil company. It is a subsidiary of PT Astra International Tbk.

At least in 2004, it controlled extensive land banks.[2] It has two concessions on peatlands in Riau, with an estimated total area of 20,000 hectares.[3] According to Greenpeace, 2007, it has seven concessions on peat in Central Kalimantan.[4] Greenpeace also reported hotspots on five Astra Agro concessions in Riau, two of which were on peatlands.[5] Joko Supriyono was or is a director at Astra Agro and secretary of a palm oil industry lobby group.[6] He said companies had no choice, but to continue establishing plantations on restricted areas.[7]


===================================================


http://www.astra-agro.co.id/index.php/en/ourcompany

PT Astra Agro Lestari Tbk Brief Profile

A Brief Chronicle of PT Astra Agro Lestari Tbk

PT Astra Agro Lestari Tbk (Perseroan) entered the plantation industry in Indonesia more than 30 years ago. Starting with a cassava plantation, and later developing a rubber plantation, in 1984 the Company established an oil palm plantation in Riau Province. Today the Company has grown into one of the largest and best managed oil palm plantations in Sumatra, Kalimantan, and Sulawesi operating a total acreage of 297,011 hectares.

From its inception, the Company entered a collaboration with the local population using nucleus-plasma and Income Generating Activity (IGA) models, as well as other activities aimed at improving the livelihood of the communities living around the plantations, both palm oil related and non-palm oil related. By the end of 2016, the Company was collaborating with 51,709 oil palm smallholders organized in 2,396 farmer groups. The collaboration efforts aimed at ensuring that the presence of the plantations managed by the Company should also bring great benefit to the surrounding communities.

As the business steadily grew, in 1997 the Company decided to go public and an IPO was made through the Indonesia Stock Exchange (at that time named the Jakarta Stock Exchange and the Surabaya Stock Exchange). In 2016 the Company also undertook a Limited Public Offering in an amount of approximately Rp 4 trillion. Currently, shares owned by the public amount to 20.32% of the total 1.92 billion shares in circulation. The strong value of the shares on the Stock Exchange reflects the great confidence of investors in the company. On the last trading day on 30th December 2016, the company’s shares listed as “AAL” closed at Rp 16,775 per share.

Apart from operating the oil palm plantations, the Company also diversified by developing a relevant downstream industry as a strategy to safeguard the continuity of its business. It is currently also operating a palm oil refinery in the Mamuju Utara Regency in West Sulawesi Province, and in Dumai, Riau Province. Processed palm oil products taking the form of olein, stearin, and PFAD produced by the refinery serve to meet market demand for export, among others from China and the Philippines. In 2016 the Company also set up a fertilizer blending plant in Donggala Regency, Central Sulawesi Province. In addition, the Company also initiated an integrated cattle-in-plantation business,

Looking toward the upcoming challenges, the Company focuses its business strategy on the improvement of productivity, efficiency at all strata, and diversification of business in prospective sectors related to palm oil as its core business.




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223.141.96.112
發表於 2017-12-23 15:10  資料 私人訊息 
新加坡..食品(棕櫚油).. Golden Agri-Resources Ltd ( 新加坡 E5H , 美股 GARPY )


http://www.goldenagri.com.sg

https://goldenagri.com.sg/about-gar/


Golden Agri-Resources (GAR) is one of the largest palm oil plantation companies in the world.

Our plantations are located in Indonesia and we manage more than 480,000 hectares of palm oil plantations (including smallholder farmers). We are a leading seed-to-shelf agribusiness—from growing oil palms with farmers to producing food for the present and future.

Sustainability is an essential part of our business and we are guided by our
GAR Social and Environmental Policy (GSEP). The GSEP is the roadmap we share with our employees, smallholders, suppliers, and customers as we work together to realise GAR’s vision of a sustainable palm oil industry.

GAR believes that farming palm oil is an effective way to create jobs and alleviate poverty, and provides opportunities for communities to secure a better livelihood for themselves. As one of the largest plantation companies in Indonesia, operating largely in rural and remote areas, we not only play an active role in the well-being of our employees, but also in the wider communities where we operate.

Founded in 1996, GAR was listed on the Singapore Exchange in 1999 and the
corporate office is located in Singapore. GAR has several subsidiaries which include PT SMART Tbk, our business operating in Indonesia; Victory Tropical Oil, our distribution business in Europe and the US; PT Dami Mas Sejahtera, our certified DxP seed producer and supplier; and our various businesses in China.

PT SMART Tbk
PT SMART Tbk’s (SMART) palm oil plantations cover more than 138, 000 hectares (including smallholder farmers). SMART’s primary activities are cultivating and harvesting oil palms, processing fresh fruit bunches (FFBs) into crude palm oil (CPO) and palm kernel oil (PKO), and refining CPO into value-added products such as cooking oil, margarine and shortening. We operate 16 mills, four kernel crushing plants and four refineries across Indonesia.Besides bulk and industrial oil, SMART’s refined products are also marketed under several brands such as Filma and Kunci Mas. Today, these brands have been recognised for their high quality and command significant market share in their respective segment in Indonesia.

Founded in 1962, SMART was listed on the Indonesia Stock Exchange in 1992 and is based in Jakarta. A subsidiary of Golden Agri-Resources (GAR), SMART has the oleochemical business, Sinarmas Oleochemical (PT SOCI MAS) and the SMART Research Institute (SMARTRI) under our range of operations.

Sinarmas Oleochemical
Sinarmas Oleochemical also known as PT SOCI MAS is a subsidiary of PT SMART Tbk.Sinarmas Oleochemical provides a one-stop solution for the supply of oleochemicals in the form of fatty acids and glycerine. With a commercial office based in Singapore, we are represented in Asia, Europe, North America, Africa, the Middle East, and the Indian subcontinent with an estimated total annual capacity of 240,000 metric tonnes.

With products made from natural oils and fats from palm oil and palm kernel oil, Sinarmas Oleochemical and its supply chains are RSPO and GMP-certified for cosmetic ingredients; and GMP+B2 certified for feed safety. It is also Halal, Kosher and ISO (9001:2008 & 14001:2004) certified.

Victory Tropical Oil
Victory Tropical Oil (VTO) is a wholly-owned subsidiary of Golden Agri-Resources (GAR). VTO is one of the leading sellers and distributors of palm oil in Europe and the US withcommercial offices based in the Netherlands, Spain, and America, supplying key buyers from the food, feed, energy, and oleochemical industries.

PT Dami Mas Sejahtera
PT Dami Mas Sejahtera is a subsidiary of Golden Agri-Resources (GAR) which commercially produces palm oil seeds. Dami Mas Sejahtera is a certified DxP seed producer since 2005.Dami Mas Sejahtera is one of the top DxP seed suppliers in Indonesia with an annual production potential of 24 M germinated seeds. The success of PT Dami Mas Sejahtera can be attributed to our strong research and development strategies by SMART Research Institute (SMARTRI) and the Plant Production and Biotechnology Division.

The Dami Mas DxP seed is well noted for its high yields as well as its high oil extraction ratios – two traits much sought after by oil palm growers. The Dami Mas DxP is developed from the advanced and well-proven oil palm breeding populations: Dami Mas Deli Dura as the “D” parent and the Dami Mas Avros as the “P” parent.

Businesses in ChinaGolden Agri-Resources (GAR) also has operations in China including a deep-sea port, oilseeds crushing plants, production capabilities for refined edible oil products as well as other food products such as noodles.Deep-sea port and storage facility: We have secured a deep-sea port that is strategically located in Eastern China along with a storage facility. The port is equipped with high-speed Buhler mechanical and pneumatic bulk grain unloaders that can operate at design rates of 1,250 tonnes per hour.


Crushing: We own domestic crushing facilities that allow us to import soybean and process it domestically. The crushing plants are located in Ningbo and Tianjin with a total capacity of 2,300,000 tonnes per annum.
Refining: Our refineries in Ningbo and Tianjin have a total capacity of 676,000 tonnes per annum. We also have a new margarine and shortening plant with a capacity of 66,000 tonnes per annum.


Sales and distribution network: Most of our products are sold in China’s domestic market. We have set up sales representative and liaison offices and collaborate with leading distributors.


SMART Research Institute (SMARTRI)
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發表於 2017-12-23 15:20  資料 私人訊息 
棕櫚油公司的 ROE 有原物料特性,ROE 變化很大
油棕應是熱帶植物,台灣好像沒有,
產地在熱帶的東南亞國家

建議同學可進一步研究

[ 本帖最後由 kaka 於 2017-12-23 15:46 編輯 ]
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