Klc अप्रैल में बुरी तरह क्रैश हुई है।Klc क्रैश के फैक्ट्स कहीं नहीं बताए जा रहे। परदे के पीछे का सच-Klc ने अप्रैल 2024 में आज तक का सबसे खराब परफॉर्म किया है।3 अप्रैल को 4423 रिंगित की पीक बनाई थीआज सुबह के सेशन का एंड 3976 रिंगित पर किया है।8 दिन में 465 दिन …
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SEA Report:India Meal Export:March/Apr-Mar2023-24/Last YearSoyMeal:1.98 LT/21.33 LT/LY 10.22MustardMeal:1.73 LT/22.13 LT/LY 22.96GNMeal:NIL/14833/29873Dorb:NIL/1.51 LT/LY 5.95CastorMeal:22865/3.72 LT/3.91 LY
Mustard Bpr 5006
KLC Crashed in April/Untold Facts-
Facts behind curtain-*KLC April 2024 performance worst ever-Peaks 4443 RM 3 April-Today finish 1st session 3976 Ringit-sharp 465 RM crash from mth high in 8 days-highest 1mth crash of decade*Past Highest mth crash-2021 April/341 RM-2023 April/405 RM MPOB 15 April Officially declared:-CPO/RBD stocks many mths low*Tight supply effect-29March Spot KLC trades 131RM over 3rd month-spot …
India Market Movement since 31 Jan-
Ports Soy CPO shortage 1st Noticed in Mid Feb-Refiners shouts-Stocks minimum/Port Tanks Empty-Jan/March Soy Palm 6 LT lower Import True story but benefits of Low Imports fades quikly-20 Feb/20 March Golden period for Trade-Soy Cif adds $100/HS Rs 15kg hot-CPO Cif adds $115/HS Rs 13kg hot Ports Soy Palm Stoks still very low but No …
Palm SuperHeros still talking of KLC to hit 4500 Ringit as Palm shortage continues-Fact:Malasia Prdn begins recovery so KLC last day finish 125 RM below 31 March close 4197 Ringit-No rally likly in rest of April thou Half April Export elevates-Trade smells/Supply recovering so Risk in KLC
Brazil SoyOil Trade more aggressive than Last Year on big loss to Crop-Jan/Feb 2024 discounts to Cbot similar to LY $200/197 Ton-March discounts $55 Ton shorter than LY $194-Brazil Soybean in high demand so discount to Cbot narrows to $14 Ton vs Feb $35 Ton-Meal Premiums drops Half vs Feb $12
Argentina double Soy crop offsets benefits of Brzl crop loss-Last Year Brzl offsetted Argntna failed crop effects-Argntna Jan/March SoyOil Export Values $862/Brzl $859 so NO benefit of Brzl short crop-Brzl Soy crop less so discounts to Cbot slides-March average discounts $139 Ton vs Feb $183
India 2023/24 FY Imports/Exports similar to Last Year/No growth in Import Export-even India Trade deficit reported Rs 19.89 LacCrore, Rs 1.50 LacCrore drop vs LY-still India very Poor in lowering Trade deficits-Trade deficit elevated 100% each past 3yrs-4 Yrs Deficit alarming Rs 61 LacCrore
Sh Atul Chaturvedi says-India very excess Mustard crop wud continue to keep check on Soy Palm rally-India essential PalmOil requirment 4.50/5 LT-April Palm Oil Imports likly 7 LacTon so additional Palm supply to dent local Olin Prices-see OverSeas Markets sideways/chances to move down