Commodity Research

Edible Oil & Oilseeds


TransGraph is a pioneer in oil and oil seeds market research and our research is unique to the industry in which we work across the entire veg-oils complex. Our research papers presented in major conferences are sought after and well respected for the quality and neutral approach to the markets.

We are regular speakers at renowned industry forums like POC, Globoil etc and our outlook is closely followed by all stakeholders in the value chain. Our reports are widely regarded as the most authoritative source of economic information for the oil & oilseeds industry.

Our clients include many of the major plantation companies, crushers, refiner’s traders, and end users viz FMCG and players in the food production segment.

The major oils we track are Palm, Soy, Rapeseed, Sunflower and the reports in this segment are as follows:-



Reports



Daily BMD Palm Oil Price Outlook & Strategy
Daily CME Soy Complex Price Outlook & Strategy
Daily Ind Edible Oil & Oilseed Price Outlook & Strategy
Daily Edible Oil Spread Analyzer Report

Weekly Indian Edible Oil Price Outlook & Strategy
Weekly Edible Oil & Oilseeds Price Outlook & Strategy
Weekly Palm Oil Price Outlook & Strategy
Weekly    Soy Oil Outlook & Strategy

Weekly Sunflower Oil Price Outlook & Strategy
Weekly Edible Oil Elliott Wave Analyzer
Bi-Weekly Ind Oilseed Meal Mkt Analysis & Price Outlook
Monthly Edible Oil Long Term Outlook

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Testimonials

“ I am writing to extend my thanks for the research and price forecasting services provided to us on a daily basis by Transgraph. The reports and information whether they are emailed to us daily or sourced via your website portal, are a consistent and reliable source of quality information. Our industry is one where information and its dissemination can help in differentiating between suppliers."

- Scott Yarwood, Sr. Regional Sales Manager, ADM Trading (UK) Ltd.



“ This is to state our appreciation for Transgraph for continuously delivering on its mandate to provide updated and insightful consulting services in the area of commodities and ingredients. I would also like to thank your team that is always in touch with buyers and feeds in relevant information that has been many times useful in decision making. In nutshell, the engagement with Transgraph has been enriching."

- V. Sridhar, Sector Manager, Commodities & Ingredients, Cadbury India Ltd.



“ By helping simulate the risk scenarios beforehand, TransRisk has added immense value to our trading decision making process at the operating level. The scenarios are comprehensive because one is able to view the basis and rollover risks associated with the hedged positions too. TransRisk also serves as good Dashboard for the top management, as it gives exposures, P&L, associated risk, limits all at one place.”

- S Sivakumar, CEO, Agri Business, ITC Limited



“ At risk framework and imputed risk model of TransRisk are definitely forward looking and will enable us to move away from ‘post mortem’ approach. We can take a business decision of pricing our contracts or purchasing in advance after factoring in a quantifiable and acceptable risk instead of trying to find reasons for the breach of limits."
"A flexible and scalable business intelligence that gives exposures, P&L, associated risk, limits all at one place and this decision support system can be integrated with our existing ERP and will avoid duplication of data entry.”

- Jude Magima, ED – Sourcing and Supply Chain, Dabur India Limited



“ Transgraph has showcased that ‘Risk Management’ is an excellent tool which will help any sourcing organization to deliver in any and even during challenging business scenario. They have succeeded in creating a deeper, specific and relevant input to the automotive sector. Highly recommended, the course was extremely detailed but the faculty made it so easy to understand - Top marks.”

- S.R. Rajan, Vice President-Commercial, TVS Srichakra Limited.

Features

Features Daily Price Outlook & Strategy Weekly Price Outlook & Strategy Weekly Elliott wave analyser Monthly Long term outlook
Coverage BMD CPO CMD Complex Indian Edible oil & oilseeds Global Edible Oil Markets Palm Oil Cash Market Soy Oil Cash Market Sunflower Oil Indian Edible oil & oilseeds BMD CPO, CME Soy Oil, CIF Rotterdam, Argentina Sunflower Oil Global Markets
Fundamental summary Critical fundamental Factors; Fundamental outlook Index Critical fundamental Factors; Fundamental outlook Index Critical fundamental Factors; Fundamental outlook Index Critical fundamental Factors; Fundamental outlook Index Critical fundamental Factors; Fundamental outlook Index Critical fundamental Factors; Fundamental outlook Index Critical fundamental Factors; Fundamental outlook Index Critical fundamental Factors; Fundamental outlook Index Not Applicable (NA) Supply & Demand Forecasts; Inventory; Sentiment index; Currency impact; Recent developments
Technical summary Technical analysis summary Technical Outlook Technical analysis summary Technical Outlook Technical analysis summary Technical Outlook Technical analysis summary Technical analysis summary Technical analysis summary Technical analysis summary Technical analysis summary LME Elliott wave analyser summary Technical outlook 
Price Direction BMD: Price Direction Forecast CME: Price Direction Forecast NCDEX & MCX: Price Direction Forecast Argentine Soy Oil, CME Soy Oil, NCDEX Soy Oil, MCX CPO: Price Direction Forecast RBD Palm Olein FoB malaysia: Price Direction Forecast Argentine Soy 1M forward: Price Direction Forecast Argentine Sunflower oil & Ukraine Sunflower Oil 1M forward: Price Direction Forecast Mustard Oil Jaipur Spot, Groundnut Oil Rajkot, Sesame Oil Kolkata, Coconut Oil Kochi: Price Direction Elliott wave degrees: Cycle, Primary, Intermediate, Minor waves Price direction: 2, 4 and 6 Weeks Soy complex, Mustard Oil, Rapeseed oil, CPO: Price Direction Forecast
Price range forecast Price Range: 5 day & 10 day forecast Price Range: 5 day & 10 day forecast Price Range: 5 day & 10 day forecast Price Range: 2 week, 1 & 2 months forecast Price Range: 2 week, 1 & 2 months forecast Price Range: 2 week, 1 & 2 months forecast Price Range: 2 week, 1 & 2 months forecast Price Range: 2 week, 1 & 2 months forecast Price Range: 2 week Price Range: 2 months forecast
Strategy review Review of previous strategy Review of previous strategy Review of previous strategy Review of previous strategy Review of previous strategy Review of previous strategy Review of previous strategy Review of previous strategy NA Not Applicable (NA)
Latest Strategy BMD: Trading strategy CME: Trading strategy NCDEX & MCX: Trading strategy Argentine Soy Oil, Malaysia RBD Olein, Indore Soy: Generic procurement strategy RBD Palm Olein FoB malaysia: Generic procurement strategy Argentine Soy 1M forward: Generic procurement strategy Argentine Sunflower oil & Ukraine Sunflower Oil 1M forward: Generic procurement strategy Mustard Oil Jaipur Spot, Groundnut Oil Rajkot, Sesame Oil Kolkata, Coconut Oil Kochi: Generic Procurement Strategy BMD CPO, CME Soy Oil, CIF Rotterdam, Argentina Sunflower Oil: Directional strategy NA
Performance Audit BMD
Strike Rate; NP/GP ratio
CME
Strike Rate; NP/GP ratio
NCDEX & MCX
Strike Rate; NP/GP ratio
Soy Oil: Argentine, CME, NCDEX
CPO: BMD, MCX
Strike Rate; Procurement efficiency % savings
RBD Palm Olein FoB malaysia: Strike Rate; Procurement efficiency % savings Argentine Soy 1M forward: Strike Rate; Procurement efficiency % savings Argentine Sunflower oil & Ukraine Sunflower Oil 1M forward: Strike Rate; Procurement efficiency % savings Mustard Oil Jaipur Spot, Groundnut Oil Rajkot, Sesame Oil Kolkata,
Coconut Oil Kochi :- Strike Rate; Procurement efficiency % savings
NA NA
Fundamental analysis Yester session market review Yester session market review Yester session market review Comprehensive fundamental analysis
Global Economy analysis
Comprehensive fundamental analysis
Global Economy analysis
Comprehensive fundamental analysis
Global Economy analysis
Comprehensive fundamental analysis
Global Economy analysis
Comprehensive fundamental analysis
Global Economy analysis
NA supply & demand, production & consumption scenario, crop acreages, important events that could affect the soy bean prices, inventories, weather
Technical outlook Detailed technical analysis and outlook on BMD for short term Detailed technical analysis and outlook on CME for short term Detailed technical analysis and outlook on MCX & NCDEX for short term Detailed technical analysis and outlook on Argentine,CME, BMD, Malaysian FoB,MCX & NCDEX for medium term Detailed technical analysis and outlook on RBD Palm Olein FoB malaysia for medium term Detailed technical analysis and outlook on Argentine Soy 1M forward for medium term Detailed technical analysis and outlook on Argentine Sunflower oil & Ukraine Sunflower Oil 1M forward for medium term Detailed technical analysis and outlook on Mustard Oil Jaipur Spot, Groundnut Oil Rajkot, Sesame Oil Kolkata, Coconut Oil Kochi for medium term BMD CPO, CME Soy Oil, CIF Rotterdam, Argentina Sunflower Oil Elliott wave preferred count : Long term & Short term BMD CPO, CME Soy Oil, CIF Rotterdam, Argentina Sunflower Oil Elliott wave alternative count : Long term & Short term Elliott waves
Risk Parameters Volatility & VaR trends Volatility & VaR trends
Calendar Key Economic & Fundamental Data Key Economic & Fundamental Data Key Economic & Fundamental Data Key Economic & Fundamental Data Key Economic & Fundamental Data Key Economic & Fundamental Data Key Economic & Fundamental Data Key Economic & Fundamental Data NA NA
Mini Charts Various must track data trends Various must track data trends Various must track data trends Various must track data trends Various must track data trends Various must track data trends Various must track data trends Various must track data trends NA NA
Facts & Figures Most important market data Most important market data Most important market data Most important market data Most important market data Most important market data Most important market data Most important market data NA NA

Audit

Period Strike Rate % NP/GP % Procurement Savings %
2012 YTD 2007-12 YTD 2012 YTD 2007-12 YTD 2012 YTD 2007-12 YTD
Daily BMD Price Outlook & Strategy 82% 81.5% 86% 86% NA
Daily CME Soy Oil Price Outlook & Strategy 78% * 78% 79% * 80.4% NA
Daily CME Soy Bean Price Outlook & Strategy 78% * 79% 35% * 41.45% NA
Daily CME Soy Meal Price Outlook & Strategy 86% * 85% 67% * 69.5% NA
Daily MCX CPO Price Outlook & Strategy 93.15% 90.7% 97.6% 95.7% NA
Daily NCDEX Soy Oil Price Outlook & Strategy 71% * 71% 68% * 71% NA
Daily NCDEX Soy Bean Price Outlook & Strategy 90% 88% 93% 92% NA
Daily NCDEX Rapeseed oil Price Outlook & Strategy 75% * 75% 79% * 80% NA
Weekly Indian CNO Price Outlook & Strategy NA NA 1% * 1.20%
Weekly Sesame Oil Price Outlook & Strategy NA NA 1.42% * 1.40%
Weekly Mustard Oil Price Outlook & Strategy NA NA 0.98% * 1.30%
Weekly Groundnut Oil Price Outlook & Strategy NA NA 1.23% * 2%
Weekly Palm Oil Price Outlook & Strategy NA NA 1.30% * 1%
Weekly Soy Oil Price Outlook & Strategy NA NA 4.37% * 2.37%
Weekly Sunflower Oil Price Outlook & Strategy NA NA 1% * 1%
YTD: Year Till Date
Strike Rate %: Daily: Percentage of number of strategies made profit. Weekly: Percentage of number of months bettered the market average
NP/GP %: {(Gross Profit - Gross Loss) / (Gross Profit)}X100
Procurement Savings %: {(Market average - TransGraph purchase price) / (Market average)}X100
* Represents 2011 - 2012 YTD




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