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This blog is mainly for the convenience of archiving my investing thoughts and notes, and sharing with my close kakis. Hope you enjoy and participate in this sharing of notes and comments. Let's profit together from the bull ride as well as from mitigating the bear.

Tuesday, July 3, 2012

OCBC raises Golden Agri target price

04-07-2012 09:25:25 (UOB-KH Online News)
STOCKS NEWS SINGAPORE-OCBC raises Golden Agri target price

OCBC Investment Research raised its target price for palm oil firm Golden Agri-Resources Ltd to S$0.81 from S$0.74 and kept its 'buy' rating, citing a possible recovery in crude palm oil (CPO) prices.

By 0114 GMT, Golden Agri shares were flat at S$0.72, and have gained 0.7 percent since the start of the year, underperforming the benchmark Straits Times Index's 12 percent rise.

Golden Agri, the second largest palm oil plantation owner in the world, stands to benefit from a rebound in CPO prices, OCBC said.

"We believe that a recovery of CPO prices is likely, given the concerns over the impact of a prolonged drought in the U.S. mid-west, affecting the potential supply of soybean crop," OCBC said in a report.

Soybean and CPO prices have a strong correlation of 0.85, indicating that CPO prices will likely mirror a rise in soybean prices, it added.

0916 (0116 GMT) (Reporting by thomsonreuters.com)

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