JAYA TIASA HOLDINGS BHD

KLSE (MYR): JTIASA (4383)

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Last Price

1.24

Today's Change

+0.10 (8.77%)

Day's Change

1.15 - 1.25

Trading Volume

15,172,900


17 people like this.

15,138 comment(s). Last comment by calvintaneng 3 hours ago

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Kidd Konartist Sslleeee said Jaks sold Penang Free Hold Lands on 9/9/2024 , monetise the Lands with RM 77.74 million ( a net pro forma gain of RM50.38 million ) . Jaks LSS4 50 MW Solar plant / farm in Penang Shl be no more Land wow ..

The findings:

1.) Referred to Annual Report FYE2023 , Jaks had acquired 30 plots of Free Hold lands in Seberang Prai , Penang on 2019 .

LSS4 50 MW project is awarded on 2021 ,syndicated Loans RM 220 million is approved on March 2022 .
I
> Jaks sold 13 plots of Penang lands , Balance 17 plots as LSS4 50MW Solar farm .

👉👉👉>> A smart n visionary of CEO Ang business acumen.👍


As compared to LSS5 2000 MW Solar project, EPCC RM 7.2 Billion ( tender RFP dateline 25/7/2024 ) … Jaks tendered for 200 MW ( with intention up to 500 MW ) , estimated EPCC RM 800 million ,

Land : 1730 acres in Terengganu is going to lease from TDM . ( up to 500 MW .. Rental is RM 578 per acre per year ) .

Based on type of Solar Panels ( different efficiency 12 % or 18 % ) selection , the Land can be a 200 MW to 500 MW Solar farm .

—-

Posted by Sslee > 5 hours ago | Report Abuse

Kid,
Yinson use short term loan to finance EPCIC project ( FPSO contruction) and after FPSO delivered and first oil Yinson refinances instead of getting equity much later, especially for non-recourse debt, Yinson brings back its returns earlier. When you bring cash flows earlier, financially your NPV goes up. It is not a financial tool, rather it is called “refinancing”. Refinancing allows Yinson to bring cash flows back to shareholders earlier, and to de-risk the project because it is non-recourse. It improves free cash flow, and that is how Yinson recycles its capital.

So if only JHDP know how to do project financing and later refinance with long term loan after operation then JHDP or Jaks will be bringing back it return earlier rather then after 2030

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Yinson


👉👉Question 1 : is FPSO Anna Nery contributing ard 50 % Revenue n Profit out of the 6 Operating FPSO ? ( excluded FPSO Atlanta n FPSO Maria ) . ? 😱

And the ownership is reduced from 75 % to 64 % recently due to Refinancing !!!😱😱😱🤔


—-
Yinson :


FPSO Jak : 74 %

FPSO Helang : 100 %

FPSO Abigail : 100 %

FPSO Anna Nery : 75 % ( recently is reduced to 64 % , 1st oil on May 2023 ) .

FPSO Atlanta : 100 % ( initial 1st oil is scheduled by May 2024 .. then August 2024 .. then ?? )

FPSO Maria : 100 % ( 1st oil on October 2024 )

FPSO Agogo : 100 % ( still in Construction, 1st oil is scheduled by early 2026 )

FPSO Lam Son : 49 %

FSO Bien : 49 %

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Crude Oil WTI (USD/Bbl)
67.020 is hitting the 1 year Low ..Yinson FPSO shl be reduced daily Output ke ????

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Posted by Mikecyc > 1 day ago | Report Abuse

Jtiasa TA


> 15/11 :

MA10 1.235

BB mid 1.218

MACD - 0.011 0.018 0.029

Stoch RSI. 5.36 24.39

RSI(14) Neutral 45.4
Stochastic(14) Oversold 12.5


> 14/11 :

MA10 1.243

BB mid 1.218

MACD - 0.008 0.024 0.032

Stoch RSI. 24.19 45.41

RSI(14) Neutral 49.9
Stochastic(14) Neutral 31.3



—-

Haha emm… observation on TA also is not looking good :

MA10 1.241 ( is Divergent Down )

BB mid 1.217


MACD - 0.009 0.022 0.031 ( Fast Line is Divergent down cross below Slow Line )

Stoch RSI. 18.82 43.62 ( as posted earlier.. Fast line is now further Divergent down cross below Slow line .

RSI(14) Neutral 46.6
Stochastic(14) Oversold 18.8

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Posted by Mikecyc > 21 hours ago | Report Abuse

Haha interesting le … price 1.17 oredi below MA200 1.185 …😱1


VMA5 with highest volume = 8.94 million but Price is Dropped below MA200 …
MA60 = 1.13 😱2… MA400 = 0.995


Gann support : S1 1.16 … S2 1.11 😱3

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse


Yinson FPSO segment:

FPSO Maria Quitéria has a production capacity of 100,000 barrels of oil per day (bpd) ( First Oil is on October 2024 )

FPSO Atlanta production capacity = 50,000 bpd ( First Oil is Delayed)

FPSO Agogo production capacity = 120,000 bpd ( First Oil by early 2026 )

FPSO Anna Nery production capacity = 70,000 bpd ( First Oil is on May 2023 )

Yinson 2 New Operating + 2 New going to be Operating… Total 4 FPSO production capacity = 340,000 bpd ..

Compared to US 2023 Shale oil production capacity = 9,000,000 bpd ! ( represents only 70 % of US total oil production)

With the New US President Trump on November 2024 … more Shale Oil well shl be restarted production….


👉 5 days ago — Oil prices hold near 2-week low after OPEC cuts demand view, dollar rises · OPEC cuts oil demand growth forecast for 2024, 2025 · US dollar rises ...

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha so interesting le .. an article on Jaks LSS4 50 MW Solar project in Penang :


Case study: JAKS Solar Nibong Tebal’s multilateral financing facility

By
Marlena Kareem
January 31, 2023

JAKS Solar Nibong Tebal (JAKS Solar), a wholly-owned subsidiary of JAKS Resources, obtained a RM112.5 million (US$26.5 million) financing facility from AmBank Islamic in March 2022 as part of a multilateral financing facility worth RM220 million (US$51.82 million).


AmBank Islamic provided the Islamic portion of the facilities while United Overseas Bank (UOB) provided conventional facilities worth RM125 million (US$29.44 million).


The facilities will fund the development of a 50 MW fourth large-scale solar (LSS4) photovoltaic plant in Seberang Perai Selatan, in the state of Penang in Malaysia in addition to financing working capital requirements.


While JAKS Resources’s principal activity is the construction of power plants, JAKS Solar was incorporated specifically to undertake the development of the LSS4 photovoltaic plant in Penang.


The underlying asset for the multilateral facility is the solar plant which is inherently a sustainable power generation facility.
The Islamic facilities in the multilateral financing comprise a Murabahah Tawaruq term financing facility worth RM80 million (US$18.84 million), two bank guarantees worth RM27.5 million (US$6.48 million) combined and a Murabahah Tawaruq cash line facility worth RM5 million (US$1.18 million).


The bank guarantees consist of a RM10 million (US$2.35 million) facility with a complementary term financing facility with a limit of up to RM10 million and a second bank guarantee of RM17.5 million (US$4.12 million) with a Murabahah Tawarruq complementary term financing facility with a limit of up to RM17.5 million.


👉👉 According to Ng Kit Ho, the senior vice-president of loan markets and debt markets 1 at AmInvestment Bank, the primary challenge faced by the bank in executing the financing facility was the time constraint.


“The time between execution of the power purchase agreement and financials was extremely tight (four months) and was over the festive period,” Ng told ISFI.


According to Albar & Partners, which acted as the legal counsel on behalf of the financiers in this multilateral financing facility, the guarantees required in the facility also posed a challenge.


“Tenaga Nasional, as the off-taker of the power project, would only accept one single performance guarantee for the performance of the borrower under this power project, therefore AmBank Islamic and UOB were required to enter into a fronting arrangement for AmBank Islamic to issue a bank guarantee to UOB as a fronting guarantor, who shall then issue its own conventional bank guarantee to TNB as the performance bond of the power project on behalf of the borrower,” the law firm shared.


👉👉👉 While sustainability-linked financing is steadily increasing in popularity as a financing cost-saving mechanism, Ng shared that JAKS Solar had considered sustainability-linked financing but ultimately decided against it.


Listed on Bursa Malaysia’s Main Market, JAKS Resources’s activities also include construction, power, energy and property investment and it is involved in the development of residential and commercial properties. Its principal geographical areas for its operations are located in Malaysia and Vietnam.


JAKS Solar Nibong Tebal: multilateral financing facility

RM112.5 million (US$26.5 million)

March 2022


Summary of terms and conditions
Islamic facilities amount RM112.5 million (US$26.5 million)
– Term financing facility RM80 million (US$18.84 million)
– Bank guarantees RM27.5 million (US$6.48 million)
– Cash line facility worth RM5 million (US$1.18 million)
Type of facility Mixture of project finance and working capital facilities.
Use of proceeds 1. Working capital requirements
2. Project costs including engineering, procurement, construction and commissioning works, professional fees, land leases and related expenses
3. Prefunding debt service reserve account
4. Financing cost of the facilities during construction
5. Fees and expenses in relation to the facilities
Tenor Term financing facility: Up to 16.5 years (inclusive of an 18-month grace period)
Cash line facility: On demand
Bank guarantees: Up to two years (inclusive of claim period)
Profit rate/yield Undisclosed
Payment frequency Term financing facility: Monthly
Cash line facility: Quarterly/on demand
Bank guarantees: Not applicable
Legal advisor Albar & Partners
Governing law Malaysian law

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha on Yinson Refinancing:

Haha Kidd Konartist sslleee Yinson keep refinancing its FPSO at different stages either with Less ownership equity % like FPSO Anna Nery from Yinson 75 % : Sumitomo 25 % to recently Yinson 63.2 % : K Line 11.8 % on 22/10/2024 .



Or with Higher Interest Rate :


Yinson FY2024 Annual Report ( ended January 2024 ) :

1.) Loss from net investment Hedge , ( RM 125 million)

2.) Reclassification of changes in fair value of cash flow hedges , ( RM 180 million) .

3.) Interest expenses on Loans n Borrowing = RM 1,118 million.

4.) Treasury shares ( SBB ) : 157,333,000 unit ( 4.94 % , RM 369 million)



5.) Loans n Borrowings :

A.) Sukuk Wakalah : Fixed rate at 5.55 % per annum : RM 1,005 million

B.) Term Loans :

👉1.) Fixed rate at 12.0 % per annum USD > RM 1,061 million

👉2.) Fixed rate at 13.88 % per annum USD > RM 1,237 million.

3.) Floating rate vary based on Cost of funds USD > RM 478 million

4.) Floating rate vary based on Secured Overnight Financing Rate USD > RM 10,808 million.

5.) Floating rate vary based on Cost of funds INR > RM 851 million

5.a) INR > RM 141 million

Rate is reset every 5 years .

6.) Revolving Credits

Floating rate vary based on Cost of funds USD > RM 115 million

C.) Unsecured:

7.) Term Loans : Floating rate vary based on Secured Overnight Financing Rate USD > RM 543 million.

8.) Revolving Credits: Floating rate vary based on KLIBOR RM 179 million

9.) Floating rate vary based on Cost of funds RM 101 million.


—-



Yinson Production Secures USD230 Million Financing in Relation to FPSO Maria Quitéria

7 Aug 2023 — Yinson Production has secured a USD230 million term loan facility in relation to FPSO Maria Quitéria.


Yinson Production completes USD 1.3 billion debt financing for the Agogo FPSO

2 May 2024 — The financing is provided by a consortium of 13 lenders, including international banks and institutional investors, and will be utilised over ...



Yinson-Sumitomo secures USD670 million mini perm financing for FPSO Anna Nery

11 Aug 2021 — Sumitomo owns a 25% stake in the project. The deal has been positively received by the investment community with several banks expressing ...



Yinson secures funding from private equity firm for floating facility in Angola

18 Aug 2023 — Yinson Holdings Bhd has secured US$300 million (RM1.39 billion) from a private equity firm, RRJ Capital, to partly finance its floating, ...



Yinson secures $720 million financing for Maria Quiteria FPSO

7 Oct 2022 — Malaysia's Yinson Holdings has entered into a $720 million syndicated loan facility for the Maria Quiteria floating production, storage and offloading vessel.

mf

29,212 posts

Posted by mf > 1 week ago | Report Abuse

Dow Jones

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43,444.99

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NASDAQ Composite

18,680.12

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2.23%

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha on Yinson FPSO Anna Nery Financing n Refinancing:

1.) 21/8/2021 : Sumitomo own 25 % with USD 670 million .

2.) 22/10/2024 : K Line own 11.8 % with USD 49 million.


Wow why suddenly 11.8 % for USD 49 million refinancing so so Cheap le !!!😱🤔

>>>

Yinson Production completes sale of minority stake in FPSO Anna Nery to K Line

Posted Date: 22 Oct, 2024

Yinson Production has successfully completed the sale of an 11.8% stake in Yinson Boronia Consortium Pte. Ltd., which fully owns (indirectly) FPSO Anna Nery, to Kawasaki Kisen Kaisha, Ltd. ("K" Line) through a private sale transaction (the “Sale”).
👉The Sale, first announced in July 2020, was closed on 22 October 2024 for a total cash consideration of USD 49 million.

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha look likes the Yinson FPSO Atlanta is initially to be commissioned on February 2024 … First Oil on May 2024 .. is Delayed to August 2024 due to Brazilian strikes… but now is November 2024 … still Not First Oil yet ? Seems is a Killing factor ???? 😱😱😱🤔

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Kidds I will be posting by tomorrow evening… good lucks in yr investing……

calvintaneng

56,679 posts

Posted by calvintaneng > 1 week ago | Report Abuse

Read carefully

When this was posted

Jtiasa = jumping tiger 🐅

Was 63 sen (now Rm1.17)

So Tsh's time has come

Better don't miss as Tsh moves up to phase 5 & 6


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha kidds Konartist why ah yr Kon gang aka id ValueInvestor deleted his own posts … same as in Netx le .. claimed Estate manager wow but lari so fast le …🤣🤣🤣

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha so left the So Hai G-Boynt ke .. So Hai ke …🤣🤣🤣

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha it is quite difficult to figure out why got ppl play aka id Wayang to promote …

The aka id ValueInvestor , estate Manager wow expert in Plantation wow .. had deleted his posts …

The last post is Sapu 1.18 n 1.19 wow … why deleted posts ?? Or his gang unloaded oredi at 1.18 n 1.19 ? 😱🤔

Kid KonartistLe is yr usual Kon gang in Netx n Tunepro , Hengyuan n Petronm ??? 😱😱😱🤔

Sslee

6,877 posts

Posted by Sslee > 1 week ago | Report Abuse

People delete post just because people do not want to westle with pig.

By the way once jayatiasa reply my AGM questions, I will post it.

mf

29,212 posts

Posted by mf > 1 week ago | Report Abuse

Israel, Hezbollah trade fire as Netanyahu downplays ceasefire deal

G-boy

503 posts

Posted by G-boy > 1 week ago | Report Abuse

sslee...sarawakian? so good can go agm

Sslee

6,877 posts

Posted by Sslee > 1 week ago | Report Abuse

You do not need to physically attend the AGM. You just need to email your AGM questions to IR and I am sure the BOD will answer your AGM questions.

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Serba Kidd 🐍n🐉story teller ke .. buy what u not understand.. one promoter in Yinson is so desperate le promoted in YTLpower forum ..🤣🤣🤣

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Kidd Konartist remember take the right medicine lo don’t toxic the land !!!

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha why ah even Serba is in Account Fraud … still promote without facts n figures???

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha same like Kidd Konartist sslleee dumb dumb hold Xingquin until is delisted even knew is in Account Fraud… why so dumbbasxx like a piggg..🤣🤣🤣🤔

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha no la the Dumbbasx like a p Kidd Konartist is not from East Malaysia… pity le working alone in Indonesia at 64++++ always said Chinese culture but did not fly back to hometown during CNY even mumm is out from icu ….

Save

857 posts

Posted by Save > 1 week ago | Report Abuse

Mr Lee, Thanks in advance for the sharing.
( Posted by Sslee > 1 hour ago | Report Abuse
By the way once jayatiasa reply my AGM questions, I will post it.)

Berlin

386 posts

Posted by Berlin > 1 week ago | Report Abuse

The final solution dealing with toxicity is to not respond to the source of provocation and just walk away. It is difficult to do so when you are unjustly maligned but ultimately, there is no other solution.

TheContrarian

9,505 posts

Posted by TheContrarian > 1 week ago | Report Abuse

Walk away, please go
Before you throw your life away
A life that I could share for just a day
We should have met some years ago
For your sake I say
Walk away, just go
Walk away, and live
A life that's full
With no regret
Don't look back at me
Just try to forget
Why build a dream that cannot come true
So be strong, reach the stars now
Walk away, walk on

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha another aka id as Negative commentator in TSH to promote Jtiasa.. beware …

—-
Posted by Berlin > 1 hour ago | Report Abuse

The final solution dealing with toxicity is to not respond to the source of provocation and just walk away. It is difficult to do so when you are unjustly maligned but ultimately, there is no other solution.

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha emmmm .. what happened.. Shortist oredi stopped.. Price is not going North le ???

Jtiasa Short


18/11/2024

RSS : 0

IDSS : 0

Total : 0

Total Net Short Position = 8,879,000



15/11/2024

RSS : 0

IDSS : 135,700

Total : 135,700

Total Net Short Position = 8,879,000

—-

14/11/2024 :

RSS : 44,700

IDSS : 105,000

Total : 149,700

Total Net Short Position = 8,834,300


—-

25/10/2024

Short Selling: ( Volume )

RSS 738,300

IDSS 82,000

Total RSS + IDSS : 820,300

Total Net Short position : 5,232,800


Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha emmm … which Shortist is holding the Difference??? RSS ke PSS ke ????

Total Net Short Position = 8,879,000

Total Net Short position : 5,232,800

calvintaneng

56,679 posts

Posted by calvintaneng > 1 week ago | Report Abuse

Palm Oil Export Levy Sufficient to Fund B40 Biodiesel Mandate
Focus |19 November 2024 , 05:28 WIB |Read : 32 |by : Administrator


This article has been published on InfoSAWIT English with the title © Palm Oil News - Palm Oil Export Levy Sufficient to Fund B40 Biodiesel Mandate
Click to read: https://en.infosawit.com/news/14822/palm-oil-export-levy-sufficient-to-fund-b40-biodiesel-mandate--


structural long term support for CPO Prices

HS PLANT GOT ALMOST RM600 MILLIONS CASH

OR 77 SEN NET PURE CASH

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Kidd Konartist sslleee what happened… QR to be released soon le …yr Kon gang did unloading ke …🤣🤔

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

High 1.200
Low 1.170
Open 0.000
Volume 2,396,100
Volume (B/S) 576,500 / 251,100
Price Bid/Ask 1.170 / 1.180


RSI(14) Neutral 47.2
Stochastic(14) Oversold 18.8

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha what happened, who is unloading????

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Jtiasa Short


19/11/2024

RSS : 0

IDSS : 120,000

Total : 120,000

Total Net Short Position = 8,879,000




18/11/2024

RSS : 0

IDSS : 0

Total : 0

Total Net Short Position = 8,879,000



15/11/2024

RSS : 0

IDSS : 135,700

Total : 135,700

Total Net Short Position = 8,879,000

—-

14/11/2024 :

RSS : 44,700

IDSS : 105,000

Total : 149,700

Total Net Short Position = 8,834,300


—-

25/10/2024

Short Selling: ( Volume )

RSS 738,300

IDSS 82,000

Total RSS + IDSS : 820,300

Total Net Short position : 5,232,800

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha wow IDSS manyak berani le … lawan Kidd Konartist sslleee … smell money ke….

dompeilee

11,889 posts

Posted by dompeilee > 1 week ago | Report Abuse

Too many cheapo gamblers like Ytl2023 & ScotFree stuck in this stock....plus Genine Chain has 60+ million still to UNLOAD.

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Lingui & Glenealy are under Samling group…
—-
Posted by dompeilee > 1 day ago | Report Abuse

Gd luck to all Jtiasa diehard believers[ of which KFC contra gambler Ytl2023 is NOT an example!] I put my bullish CPO bets on rival WTK instead, with < 1/2 the no. of outstanding tickets & with former contemporaries Lingui & Glenealy both long since privatised. Smart money is trickling into WTK & eventually, less smart $ follows as day follows night!

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha where r ValueInvestor that said sapu 1.18 n 1.19 then deleted all his posts …. Used other aka id ke …

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha alamak the Kidd Konartist sslleee pun lari liaw sambil menangis ke …🤣🤣🤣

Posted by AlphaAdventurer > 1 week ago | Report Abuse

Breaking 1.20 after qr is out 🚀

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse


Haha something is Not right … everyone oredi anticipated coming QR is with Higher Profit … why Price can’t move North le ???? Might be due to :

1.) Independent Auditors comments on Key Audit Matters…?

2.) % of FFB outsourced ?

3.) Planted Area Land % ?

4.) Sawah Padi land issue ?

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha no wander Putrajaya recently touched on this subject : 废弃食用油(UCO)


中国出口退税新制 可能打击棕油需求
2024年11月19日

吉隆坡19日讯)在中国政府决定取消对废弃食用油(UCO)出口退税优惠后,中国的废弃食用油出口可能会大幅下降,这一举措可能连带导致中国对棕油的需求减少。

中国是目前已知的最大废弃食用油出口国,美国和欧盟是其主要买家之一。


任何对贸易流动的显著干扰,都可能推高生产生物燃料所需原材料的价格。

中信证券在周一的一份报告中表示,随着出口退税的取消,中国废弃食用油出口的价格优势将减弱,预计出口量将从高位回落。

中国政府在上周五晚间的一份声明中表示,自12月1日起,将取消包括多种金属和废弃食用油在内的出口退税,废弃食用油此前享受13%的退税优惠。同时,还将下调部分精炼油、太阳能和电池产品的优惠幅度。


今年,中国向美国出口的废弃食用油量创下历史新高,因为美国的生物燃料生产商大量采购这种原料,这种原料在当前美国生产生物柴油的补贴结构中提供了更大的利润空间。

据海关数据显示,今年前九个月,中国出口了212万吨废弃食用油,已超过2023年全年总出口量。

废弃食用油与豆油存在竞争关系。今年5月,一个代表美国最大豆类加工商的行业组织表示,中国的废弃食用油,正在压低美国用于生产生物燃料的农作物价格。

Kaleesuwari Intercontinental交易和对冲策略负责人格纳纳塞卡·蒂亚加拉詹表示,中国取消废弃食用油出口退税的消息,打击了市场对棕油的情绪。


他认为,中国的需求可能会下降。

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

2.) Indonesia is the world's largest exporter of palm oil. In 2023, its total palm oil exports amounted to 27.5 million metric tons, indicating a slight increase from the previous year.

3.) In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022.

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

> In 2023, Indonesia exported around 4.82 million metric tons of palm oil to China, indicating an increase from the previous year. Indonesia exported a total of approximately 27.5 million metric tons of palm oil in that year.

ie : 17.5 % CPO is exported to China on 2023 .

Mikecyc

46,887 posts

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Kidd Konartist sslleee jangan menangis lagi le …blame here blame there .. spook here spook there …remember to take the right medicine le … doesn’t toxic the Land le …

Muyutin

377 posts

Posted by Muyutin > 1 week ago | Report Abuse

哈哈,,吵整个月了,,还没完没了
赚多少了

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