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Rea 89 (59)
Cpo $668 ($1130)
Cif(R) $1150
Oil $28
Gold $1631
Ftse 5510 (-305)
All 3022 (-158)
DJ 21,637 (-915)
SP 2541 (-89)
NS 7502 (-295)
R2 1132 (-48)
$1•239
€1•119
IDR 16,140
Anglo 468
Dkl 2•05
Moe 470
Boris gets the virus as total cases rose above 10,000 and 500 fatalities.
Covid-19
05:00
UK 4,325,315 (126,515)*
Indonesia 1,487,541 (40,166)•
* 6187 cases
* 70 deaths
• 4982 cases
• 85 deaths
DJ +453 (33,073) R
SP +65 (3975) R
NS +199 (12,979)
R2 +31 (1331)
WTI $60•72
10ytb 1•685%
Nos :- Oil $64•22. Vix 19.
Gold $1732. Copper $4•079.
Palm $1330. Silver $25•110.
$1•379. €1•169. IDR 14,418.
MSCI (W) 2815.
The Dow and 500 closed at record highs on back of jobless claims at their lowest since the pandemic (684,000).
Vaccinations are being ramped up with a new gaol of 200m jabs in the first 100 days. Crude futures rose 4% as efforts cont to dislodge the huge vessel blocking the Suez Canal. Its expected to take another week to free the vessel.
Q1 closes.
Ftse 6741 (+301) 4%
All 3805 (+81) 2%
250. 21,487 (+999) 5%
DJ 33,073 (+2467) 8%
SP 3975 (+219) 6%
NS 12979 (+91) 1%
R2 1331 (+212) 19%
TK +6%
HK +4%
SH -2%
SHZ -5%
SK +6%
TAIX +11%
MAL -2%
STI +11%
JSX +4%
ASX +4%
Oil $64•22 +24%
WTI $60•72 +25%
Gold $1732 (-9%)
Copper $4•066 (+16%)
Silver $25•085 (-5%)
Palm $1130 (+15%)
Cpo ended the session up $18 at $1130 and $12 on the week. The ytd average which ends Q1 is c.$1033 (c.$707). The KLPI added 18 on the week but is down 3% ytd against cpo up 15%.
London palms were little moved on the week except Mpe which gained 70 thanks to a 52 jump today on stake building by KLK. Rea was flat on 259,200 traded, buys outpacing sells by 1•3:1. Q1 closing share prices as below.
Anglo 602 (+22)
Dkl 4•45 (+•30)
Mpe 685 (+25)
Rea 59 (+2)
Prfs 81•25 (u/c)
Cif(R) $1150 (+$120)
Rea 87 (57)
Cpo $653 ($1110)
Cif (R) $1170e
Oil $27
Gold $1650
Ftse +127 (5816)
AS +77 (3180)
DJ +1352 (22,552)
SP +155 (2630)
NS +413 (7798)
R2 +70 (1180)
TK -882 (18665)
HK -175 (23,352)
SH -17 (2765)
$1•213
€1•101
IDR 16,305
Anglo 480
Dkl 1•85
Mpe 460
Covid-19
04:30
UK 4,319,128 (126,445)*
Indonesia 1,482,559 (40,081)•
* 6220 cases
* 63 deaths
• 6107 cases
• 98 deaths
DJ +199 (32,619)
SP +20 (3910)
NS -18 (12,781)
R2 +33 (1300)
WTI $59•22
10ytb 1•627%
Nos:- Oil $62•38. Vix 20.
Gold $1724. Copper $4•025.
Palm $1110. Silver $25•140.
$1•376. €1•168. IDR 14,433.
MSCI(W) 2775. FF +37. DD+85.
Morning all.
3 late reported trades not shown up on lse and why should they given nobody gives a hoot but for clarity sakes here they are:-
59,500 sell at 57•33
24,000 sell at 57
100,000 buy at 60
Rea 87 (59)
Cpo $660 ($1142)
Cif (R) $1170e
Oil $27
Gold $1636
Vix 61
Ftse (5688) +242
All (3103) +133
DJ (21201) +496
SP (2476) +29
NS (7384) -33
$1•183
€1•091
IDR 16,500
Anglo 437
Dkl 1•85
Mpe 460
Covid-19
05:00
UK 4,312,908 (126,382)*
Indonesia 1,476,452 (39,983)•
* 5604 cases
* 98 deaths
• 5227 cases
• 118 deaths
DJ -3 (32,420)
SP -21 (3889)
NS -219 (12,799)
R2 -22 (1267)
WTI $60•15
10ytb 1•60%
Nos:- Oil $63•34. Vix 21.
Gold $1734. Copper $4•015.
Palm $1142. Silver $25•125.
$1•370. €1•159. IDR 14,448.
MSCI(W) 2767. FF-16. DF+99.
Morning all.
A bit more interest in REA yesterday, well volume wise, where buys outpace sells by 4:1 (d-t-d) shares unchanged. Might be on back of Mpe nos which went by in a blur of indifference from the mrkt despite the overall good numbers. The shares were unmoved.
Rea 87 (58)
Cpo $658 ($1136)
Cif(R) $1170e
Oil $27
Gold $1656
Ftse 5446 (+452)
All 2970 (+242)
DJ 20705 (+2113)
SP 2447 (+210)
NS 7418 (+557)
R2 1097 (+94)
$1•176
€1•091
IDR 16,455
Anglo 409
Dkl 1•85
Mpe 452
The start of the bull run as oversold stocks rallied from year lows. The Dow fell 3492 (14%) in March (ftse 909/14%) as the pandemic cont to sweep across the globe.
US cases hit 86,000 with 1300 deaths and in the UK 11,660 cases, 578 fatalities. In one year UK Covid cases increased by 36,838% and deaths by 21,700%. Pubs were to remain closed till July 4th.
Covid-19
05:00
UK 4,307,304 (126,284)*
Indonesia 1,471,225 (39,865)•
* 5379 cases
* 112 deaths
• 5297 cases
• 154 deaths
DJ -308 (32,423)
SP -30 (3911)
NS -69 (13,018)
R2 -47 (1289)
WTI $57•75
10ytb 1•597%
Nos:- Oil $60•80. Vix 20.
Gold $1732. Copper $4•042.
Palm $1132. Silver $25•255.
$1•370. €1•157. IDR 14,453.
MSCI(W) 2810. FF -41. DF -53.
Morning all.
Does it matter? $20 either way might be good in the revenue column but not in the sp column. Not much interest in the good nos from Mpe but you didn't expect any did you nobull?
Pretty sure the sp will pick up once the analysts have slide-ruled 2022 nos.
A div yield of c.5% ain't to be sniffed at.
"During 2020, the
Group actually received on average
US$581 per tonne of CPO at mill gate,
US$110 per tonne more than in 2019." From today's MPE results, which were ahead of my revenue expectations. But I am disappointed in the ex mill gate price - I was hoping for $600 FOB Samarinda for us.
1. RDSA+B (£112•5bn)
2. Unilever (£100•2bn)
3. AZ (£90•3bn)
4. HSBC (£86•3bn)
5. Rio T. (£80•2bn)
469= Mpe (£323m)
519= Anglo (£238m)
Exit level
657= CPP Group (£42•3m)
If your a holder here Mpe F/Y nos make for depressing reading as we are going to fall a long way short of their impressive results. A 30 dividend and a near £11 nav for starters.
Cheers nobull I'll have to start swatting up on Coal! If Palm is anything to go by vis a vis the sp probably no point.
Rea 85 (59)
Cpo $655 ($1166)
Cif(R) $1180e
Oil $26
Gold $1557
Ftse 4999 (-196)
All 2728 (-109)
DJ 18592 (-582)
SP 2237 (-68)
NS 6861 (-19)
R2 1002 (-11)
$ 1•148
€ 1•067
IDR n/a
Anglo 395
Dkl 1•85
Mpe 452
Global equities hit a 52 low the Dow down 9946 and the ftse off 2548 both falling 34% which proved to be the low for 2020. By the close of the year the Dow had hit a record close of 30,606 (+7%) with the 500 (+16%) and Nsdq (+44%) both in record territory and the ftse ended at 6461down 14%.
Covid-19
05:00
UK 4,301,925 (126,172)*
Indonesia 1,465,928 (39,711)•
* 5342 cases
* 17 deaths
• 5744 cases
• 161 deaths
DJ +103 (32731)
SP +27 (3941)
NS +220 (13087)
R2 -19 (1336)
WTI $61•47
10ytb 1•671%
Nos:- Oil $63•97. Vix 19.
Gold $1735. Copper $4•097.
Palm $1166. Silver $25•650.
$1•383. €1•159. IDR 14,420.
MSCI(W) 2810. FF -39. DF -58.
Morning all.
Covid-19
06:00
UK 4,296,583 (126,155)*
Indonesia 1,460,184 (39,550)
* 5312 cases
* 33 deaths
• 4396 cases
• 103 deaths