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Selasa, 12 April 2011

CPO sector : 102 days in legislative no man's land - CLSA

Plantation analyst Di Shui has just written a note on the CPO sector. She pointed out that 102 days have lapsed since the Government of Indonesia's two year suspension on conversion of natural forest and peat land was to take effect. While the debate is still going on, the Ministry of Forestry has ceased converting forest land to non forest use. This should translate into higher CPO prices longer term.

Key points from the report:
The government continues to debate between two proposed policies with no transparent time frame for implementation.
In the meantime, the Indonesian CPO industry has already largely adopted the moratorium's guiding principals. Namely, the Ministry of Forestry has ceased converting forest land to non forest use, peat has become an increasing concern, and the pace of new plantings is slowing down.
We see little room for the central government to enact ambitious restrictions on CPO producers, meaning limited regulatory downside ahead.
Planters with organic growth profiles and ample APL titled land bank are well poised. We like London Sumatra (LSIP IJ), Sampoerna Agro (SGRO IJ), BW Plantation (BWPT IJ), and Gozco Plantations (BWPT IJ).
Our top picks for Indonesian CPO exposure are GZCO IJ and GGR SP.
Posted by Saham Pilihan at 10.33

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