Dampak Tren Bullish Harga CPO ke Emiten
Harga sejumlah komoditas saat ini cenderung pulih kecuali komoditas perkebunan Crude Palm Oil (CPO). Harga CPO kini menyentuh level tertinggi dalam beberapa waktu terakhir yang diikuti dengan kenaikan harga saham terkait.
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TVTranscript
00:30The increase in the price of raw oil or crude palm oil to the highest level throughout 2024
00:36is a positive catalyst for the movement of the price of palm oil emissions.
00:42Based on Bloomberg data, the price of the December 2024 CPO contract is around Rp 4,307 per ton.
00:50This level is the highest throughout the year 2024.
00:56This figure is far from the beginning of January as high as Rp 3,514 per ton.
01:01There are CPOs that have been traded at the level of Rp 3,842.58 per ton throughout the year.
01:08Along with the increase in price, the majority of palm oil emissions and CPO production
01:14is strengthened, including PT Dharma Satya Nusantara TBK or DSNK,
01:19which led the strengthening of the last month by jumping 13%.
01:23PT Triputra Agro Persada TBK or TAPG has an appreciation of 10%.
01:30PT Astra Agro Lestari TBK or AALI strengthened by 3%.
01:35PT PP London Sumatra Indonesia TBK or LSIP increased by 5.50%.
01:42PT Sawit Sumber Mas Sarana TBK or SSMS strengthened by 3.65%.
01:48The strengthening of palm oil commodities is estimated to be supported by the weakening of the Ringgit currency,
01:53which makes the CPO commodity more attractive for global buyers.
01:57In addition to the rally, the price of CPOs is also pushed by the widening of geopolitical conflicts in the Middle East,
02:02making palm oil more attractive for the bio-full option when the price of raw oil increases.
02:09In addition, India as the largest importer of CPOs is projected to increase the purchase of palm oil
02:15for the holiday in Wali in November 2024.