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Wilmar
finjungle
Veteran
25-Jul-2025 10:35     
 
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 Alert Admin 		Ha ha ha and lol, you are so correct

tongphlp      ( Date: 25-Jul-2025 09:59) Posted:

haha...they downgrade so they will  havea chance to get in as they missed the boat...
seriously who believe in anaylsts nowadays...i trust bomohs better...

Joelton      ( Date: 22-Jul-2025 11:08) Posted:

CGSI downgrades Wilmar, lowers price target amid heightened regulatory risk from Indonesia
This is due to increasing uncertainties from the country&rsquo s over land confiscation issues and ongoing investigations on alleged cases related to palm oil and rice
 
[SINGAPORE] CGS International (CGSI) analyst Jacquelyn Yow downgraded Wilmar international : F34 -0.98% from a &ldquo hold&rdquo to a &ldquo reduce&rdquo call in her report on Friday (Jul 18), with a lowered target price of S$2.70 from S$3.15. 
 
This is due to increasing uncertainties from Indonesia over land confiscation issues and ongoing investigations on alleged cases related to palm oil and rice, cited the analyst. 
 
Yow said: &ldquo While the contribution from Indonesia&rsquo s rice business to Wilmar&rsquo s overall operating profit is likely not significant, recent developments in the country &ndash including land confiscations and alleged corruption cases &ndash have introduced increasing uncertainty for the group.&rdquo  
 
Earlier on Jul 15, Indonesia Business Post reported that the Indonesian National Police Food Task Force had launched an investigation into four major rice producers, including Wilmar, over allegations of mislabelling, where lower-grade medium-grain rice was blended with premium rice and sold as higher quality. 
 
Wilmar also separately placed a security deposit of 11.8 trillion Indonesian rupiah (S$929 million) with the Attorney General&rsquo s Office on Jun 17. This was linked to an ongoing legal appeal concerning alleged corruption in the issuance of palm oil export permits in 2022. 
 
&ldquo We estimate that the potential financial impact of this to be nearly 2 per cent of its total net profit for FY2025, with the potential loss from the interest income amounting to US$729 million,&rdquo she said. 
 
These regulatory issues in Indonesia, coupled with the rising volatility of commodity prices from the US tariffs and geopolitical tensions, are likely to continue to cast a shadow over Wilmar&rsquo s near-term outlook, noted the analyst.
 
&ldquo As such, we cut our FY2025 to FY2027 forward core net profit by 0.4 to 12.5 per cent, factoring in lower margin for the feed and industrial segment due to lower soybean crushing margin, and a lower palm refining margin,&rdquo the analyst said. 
 
Q2 earnings expectations
For the second quarter of 2025, Yow expects the group to report a net profit of US$260 to US$270 million, down from US$343 million in the previous quarter, and year on year from US$278 million in Q2 2024. 
 
&ldquo This is mainly driven by lower margin for its feed and industrial segment, due to a decline in soybean crushing margin despite better demand for soybean meal (in light of cheaper pricing than other animal feedstocks),&rdquo she said. 
 
In addition, the analyst said that the palm oil refining margin is likely to be lower in Q2 to Q4 FY2025, largely due to the revised Indonesian export levy which had resulted in lower refining margin. 
 
She also said the overall sales volume of its food product segment remained muted due to lower demand coupled with high promotional expenses, especially for the consumer product sub-segment, which may result in a lower margin. 
 
Her report in particular cited &ldquo overall soft consumer consumption in China&rdquo as a factor affecting the sales volume in this segment. 
 
Increasing stake in AWL Agri Business
Earlier on Jul 17, Wilmar had announced plans to acquire up to a 20 per cent stake in AWL Agri Business, formerly known as Adani Wilmar, from Adani Commodities, for 275 rupees per share. 
 
The transaction is part of the option agreement signed in December 2024, which had set a maximum price of 305 rupees per share, and came after Adani Commodities said it will exit the venture joint venture. 
 
While the final structure is under negotiation, Wilmar has stated it will acquire no less than 11 per cent and no more than 20 per cent of AWL&rsquo s equity under this agreement. 
 
Yow said that the agreed purchase price of 275 rupees per share reflects an approximate 10 per cent discount to the previously capped price, indicating a more favourable valuation outcome for Wilmar. 
 
&ldquo The deal strategically enhances Wilmar&rsquo s control and long-term growth visibility in India, while also marking Adani Group&rsquo s full exit from the fast-moving consumer goods space as it shifts focus towards infrastructure and energy. We believe the acquisition helps reinforce Wilmar&rsquo s presence in India&rsquo s fast-growing packaged food and edible oil market,&rdquo she wrote. 
 
The analyst added that she view this as a &ldquo prudent move&rdquo by the group to ensure continuity and support Wilmar&rsquo s long-term ambitions in the market, given the difficulty of replicating a local partnership of Adani&rsquo s scale. 
 
Following the transaction, Wilmar&rsquo s effective stake in AWL would increase from 44 per cent to around 55 to 64 per cent, resulting in AWL becoming a subsidiary and enabling full financial consolidation. 
 
&ldquo We remain neutral on the transaction, as the purchase price implies a FY2025 P/E of around 29 times &ndash a premium to global peers &ndash despite a relatively moderate earnings growth profile,&rdquo said the analyst. 
 
&ldquo We reckon that the near-term operating conditions in India&rsquo s consumer staples sector remain soft, which may limit upside in the immediate term,&rdquo she added. 
 
As the deal is still under negotiation, however, Yow does not expect any material impact on Wilmar&rsquo s FY2025 forward financials.
 
&ldquo That said, based on AWL&rsquo s FY2025 net profit of around US$145 million, full consolidation could potentially increase Wilmar&rsquo s net profit by nearly 10 per cent moving forward,&rdquo she said.   


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tongphlp
Supreme
25-Jul-2025 09:59     
 
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 Alert Admin 		haha...they downgrade so they will  havea chance to get in as they missed the boat...
seriously who believe in anaylsts nowadays...i trust bomohs better...

Joelton      ( Date: 22-Jul-2025 11:08) Posted:

CGSI downgrades Wilmar, lowers price target amid heightened regulatory risk from Indonesia
This is due to increasing uncertainties from the country&rsquo s over land confiscation issues and ongoing investigations on alleged cases related to palm oil and rice
 
[SINGAPORE] CGS International (CGSI) analyst Jacquelyn Yow downgraded Wilmar international : F34 -0.98% from a &ldquo hold&rdquo to a &ldquo reduce&rdquo call in her report on Friday (Jul 18), with a lowered target price of S$2.70 from S$3.15. 
 
This is due to increasing uncertainties from Indonesia over land confiscation issues and ongoing investigations on alleged cases related to palm oil and rice, cited the analyst. 
 
Yow said: &ldquo While the contribution from Indonesia&rsquo s rice business to Wilmar&rsquo s overall operating profit is likely not significant, recent developments in the country &ndash including land confiscations and alleged corruption cases &ndash have introduced increasing uncertainty for the group.&rdquo  
 
Earlier on Jul 15, Indonesia Business Post reported that the Indonesian National Police Food Task Force had launched an investigation into four major rice producers, including Wilmar, over allegations of mislabelling, where lower-grade medium-grain rice was blended with premium rice and sold as higher quality. 
 
Wilmar also separately placed a security deposit of 11.8 trillion Indonesian rupiah (S$929 million) with the Attorney General&rsquo s Office on Jun 17. This was linked to an ongoing legal appeal concerning alleged corruption in the issuance of palm oil export permits in 2022. 
 
&ldquo We estimate that the potential financial impact of this to be nearly 2 per cent of its total net profit for FY2025, with the potential loss from the interest income amounting to US$729 million,&rdquo she said. 
 
These regulatory issues in Indonesia, coupled with the rising volatility of commodity prices from the US tariffs and geopolitical tensions, are likely to continue to cast a shadow over Wilmar&rsquo s near-term outlook, noted the analyst.
 
&ldquo As such, we cut our FY2025 to FY2027 forward core net profit by 0.4 to 12.5 per cent, factoring in lower margin for the feed and industrial segment due to lower soybean crushing margin, and a lower palm refining margin,&rdquo the analyst said. 
 
Q2 earnings expectations
For the second quarter of 2025, Yow expects the group to report a net profit of US$260 to US$270 million, down from US$343 million in the previous quarter, and year on year from US$278 million in Q2 2024. 
 
&ldquo This is mainly driven by lower margin for its feed and industrial segment, due to a decline in soybean crushing margin despite better demand for soybean meal (in light of cheaper pricing than other animal feedstocks),&rdquo she said. 
 
In addition, the analyst said that the palm oil refining margin is likely to be lower in Q2 to Q4 FY2025, largely due to the revised Indonesian export levy which had resulted in lower refining margin. 
 
She also said the overall sales volume of its food product segment remained muted due to lower demand coupled with high promotional expenses, especially for the consumer product sub-segment, which may result in a lower margin. 
 
Her report in particular cited &ldquo overall soft consumer consumption in China&rdquo as a factor affecting the sales volume in this segment. 
 
Increasing stake in AWL Agri Business
Earlier on Jul 17, Wilmar had announced plans to acquire up to a 20 per cent stake in AWL Agri Business, formerly known as Adani Wilmar, from Adani Commodities, for 275 rupees per share. 
 
The transaction is part of the option agreement signed in December 2024, which had set a maximum price of 305 rupees per share, and came after Adani Commodities said it will exit the venture joint venture. 
 
While the final structure is under negotiation, Wilmar has stated it will acquire no less than 11 per cent and no more than 20 per cent of AWL&rsquo s equity under this agreement. 
 
Yow said that the agreed purchase price of 275 rupees per share reflects an approximate 10 per cent discount to the previously capped price, indicating a more favourable valuation outcome for Wilmar. 
 
&ldquo The deal strategically enhances Wilmar&rsquo s control and long-term growth visibility in India, while also marking Adani Group&rsquo s full exit from the fast-moving consumer goods space as it shifts focus towards infrastructure and energy. We believe the acquisition helps reinforce Wilmar&rsquo s presence in India&rsquo s fast-growing packaged food and edible oil market,&rdquo she wrote. 
 
The analyst added that she view this as a &ldquo prudent move&rdquo by the group to ensure continuity and support Wilmar&rsquo s long-term ambitions in the market, given the difficulty of replicating a local partnership of Adani&rsquo s scale. 
 
Following the transaction, Wilmar&rsquo s effective stake in AWL would increase from 44 per cent to around 55 to 64 per cent, resulting in AWL becoming a subsidiary and enabling full financial consolidation. 
 
&ldquo We remain neutral on the transaction, as the purchase price implies a FY2025 P/E of around 29 times &ndash a premium to global peers &ndash despite a relatively moderate earnings growth profile,&rdquo said the analyst. 
 
&ldquo We reckon that the near-term operating conditions in India&rsquo s consumer staples sector remain soft, which may limit upside in the immediate term,&rdquo she added. 
 
As the deal is still under negotiation, however, Yow does not expect any material impact on Wilmar&rsquo s FY2025 forward financials.
 
&ldquo That said, based on AWL&rsquo s FY2025 net profit of around US$145 million, full consolidation could potentially increase Wilmar&rsquo s net profit by nearly 10 per cent moving forward,&rdquo she said.   

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Tob231
Elite
25-Jul-2025 08:24     
 
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 Alert Admin 		the new regime is unlike the previous administration. Nonetheless, i believe they are wanting investment to thrive in Indonesia. 
It will turn out well .... they have already prepared the money and bought over adani wilmar when this saga emerged (now known as AWL Agri Business)
Robert Kuok empire has been in the market for very long .... 
imho ... just got be cautious and watch for the right moment 
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shk363
Elite
25-Jul-2025 08:06     
 
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 Alert Admin 		run far far from indon stocks
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pasttime
Supreme
25-Jul-2025 06:49     
 
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Yells: "gold silver are real money. not others iou."
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 Alert Admin 		time to prepare to get out of indonesia.  some of their departments like using anti corruptions to make certain objectives. not business like. going into lawless. better to leave the country and invest else where.
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kepoh88
Veteran
25-Jul-2025 00:42     
 
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 Alert Admin 		屋 漏 偏 逢 连 夜 雨 下 , 被 印 尼 政 府 搞 死 !!
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Joelton
Supreme
22-Jul-2025 11:08     
 
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CGSI downgrades Wilmar, lowers price target amid heightened regulatory risk from Indonesia
This is due to increasing uncertainties from the country&rsquo s over land confiscation issues and ongoing investigations on alleged cases related to palm oil and rice
 
[SINGAPORE] CGS International (CGSI) analyst Jacquelyn Yow downgraded Wilmar international : F34 -0.98% from a &ldquo hold&rdquo to a &ldquo reduce&rdquo call in her report on Friday (Jul 18), with a lowered target price of S$2.70 from S$3.15. 
 
This is due to increasing uncertainties from Indonesia over land confiscation issues and ongoing investigations on alleged cases related to palm oil and rice, cited the analyst. 
 
Yow said: &ldquo While the contribution from Indonesia&rsquo s rice business to Wilmar&rsquo s overall operating profit is likely not significant, recent developments in the country &ndash including land confiscations and alleged corruption cases &ndash have introduced increasing uncertainty for the group.&rdquo  
 
Earlier on Jul 15, Indonesia Business Post reported that the Indonesian National Police Food Task Force had launched an investigation into four major rice producers, including Wilmar, over allegations of mislabelling, where lower-grade medium-grain rice was blended with premium rice and sold as higher quality. 
 
Wilmar also separately placed a security deposit of 11.8 trillion Indonesian rupiah (S$929 million) with the Attorney General&rsquo s Office on Jun 17. This was linked to an ongoing legal appeal concerning alleged corruption in the issuance of palm oil export permits in 2022. 
 
&ldquo We estimate that the potential financial impact of this to be nearly 2 per cent of its total net profit for FY2025, with the potential loss from the interest income amounting to US$729 million,&rdquo she said. 
 
These regulatory issues in Indonesia, coupled with the rising volatility of commodity prices from the US tariffs and geopolitical tensions, are likely to continue to cast a shadow over Wilmar&rsquo s near-term outlook, noted the analyst.
 
&ldquo As such, we cut our FY2025 to FY2027 forward core net profit by 0.4 to 12.5 per cent, factoring in lower margin for the feed and industrial segment due to lower soybean crushing margin, and a lower palm refining margin,&rdquo the analyst said. 
 
Q2 earnings expectations
For the second quarter of 2025, Yow expects the group to report a net profit of US$260 to US$270 million, down from US$343 million in the previous quarter, and year on year from US$278 million in Q2 2024. 
 
&ldquo This is mainly driven by lower margin for its feed and industrial segment, due to a decline in soybean crushing margin despite better demand for soybean meal (in light of cheaper pricing than other animal feedstocks),&rdquo she said. 
 
In addition, the analyst said that the palm oil refining margin is likely to be lower in Q2 to Q4 FY2025, largely due to the revised Indonesian export levy which had resulted in lower refining margin. 
 
She also said the overall sales volume of its food product segment remained muted due to lower demand coupled with high promotional expenses, especially for the consumer product sub-segment, which may result in a lower margin. 
 
Her report in particular cited &ldquo overall soft consumer consumption in China&rdquo as a factor affecting the sales volume in this segment. 
 
Increasing stake in AWL Agri Business
Earlier on Jul 17, Wilmar had announced plans to acquire up to a 20 per cent stake in AWL Agri Business, formerly known as Adani Wilmar, from Adani Commodities, for 275 rupees per share. 
 
The transaction is part of the option agreement signed in December 2024, which had set a maximum price of 305 rupees per share, and came after Adani Commodities said it will exit the venture joint venture. 
 
While the final structure is under negotiation, Wilmar has stated it will acquire no less than 11 per cent and no more than 20 per cent of AWL&rsquo s equity under this agreement. 
 
Yow said that the agreed purchase price of 275 rupees per share reflects an approximate 10 per cent discount to the previously capped price, indicating a more favourable valuation outcome for Wilmar. 
 
&ldquo The deal strategically enhances Wilmar&rsquo s control and long-term growth visibility in India, while also marking Adani Group&rsquo s full exit from the fast-moving consumer goods space as it shifts focus towards infrastructure and energy. We believe the acquisition helps reinforce Wilmar&rsquo s presence in India&rsquo s fast-growing packaged food and edible oil market,&rdquo she wrote. 
 
The analyst added that she view this as a &ldquo prudent move&rdquo by the group to ensure continuity and support Wilmar&rsquo s long-term ambitions in the market, given the difficulty of replicating a local partnership of Adani&rsquo s scale. 
 
Following the transaction, Wilmar&rsquo s effective stake in AWL would increase from 44 per cent to around 55 to 64 per cent, resulting in AWL becoming a subsidiary and enabling full financial consolidation. 
 
&ldquo We remain neutral on the transaction, as the purchase price implies a FY2025 P/E of around 29 times &ndash a premium to global peers &ndash despite a relatively moderate earnings growth profile,&rdquo said the analyst. 
 
&ldquo We reckon that the near-term operating conditions in India&rsquo s consumer staples sector remain soft, which may limit upside in the immediate term,&rdquo she added. 
 
As the deal is still under negotiation, however, Yow does not expect any material impact on Wilmar&rsquo s FY2025 forward financials.
 
&ldquo That said, based on AWL&rsquo s FY2025 net profit of around US$145 million, full consolidation could potentially increase Wilmar&rsquo s net profit by nearly 10 per cent moving forward,&rdquo she said.   
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Alignment
Elite
19-Jul-2025 09:02     
 
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 Alert Admin 		In India the govt decides who wins or loses. Question is are you onside with them?
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tongphlp
Supreme
18-Jul-2025 15:18     
 
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 Alert Admin 		welcome to the jungle...India is the place to be now..

finjungle      ( Date: 18-Jul-2025 14:20) Posted:

This is worrying ie buying into a business in India.

tongphlp      ( Date: 18-Jul-2025 13:33) Posted:

to the moon
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finjungle
Veteran
18-Jul-2025 14:20     
 
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 Alert Admin 		This is worrying ie buying into a business in India.

tongphlp      ( Date: 18-Jul-2025 13:33) Posted:

to the moon!

Joelton      ( Date: 18-Jul-2025 08:44) Posted:

Wilmar to acquire up to 20% of Mumbai-listed joint venture with Adani
This comes after Adani Commodities announced its exit last December
 
[SINGAPORE] Agri-specialist Wilmar International : F34 +0.67% has agreed to acquire up to 20 per cent of the shares held by India&rsquo s Adani Commodities in the two companies&rsquo joint venture (JV), for 275 rupees per share.
 
Wilmar&rsquo s wholly owned unit Lence will purchase a maximum of 259.9 million shares in the Mumbai-listed JV, AWL Agri Business (which was formerly known as Adani Wilmar). 
 
The move comes after Adani Commodities announced its exit from the JV in December 2024.
 
Following the announcement, AWL shares rallied 6 per cent to close at 278.30 rupees on Thursday (Jul 17).
 
Adani Commodities will also sell its remaining 10.42 per cent stake in AWL to &ldquo a set of pre-identified investors&rdquo prior to the transaction with Wilmar. 
 
After the deal, Adani Commodities will have completely divested itself of the JV, while Lence&rsquo s stake in AWL will range from 54.94 per cent to 63.94 per cent.
 
At the price of 275 rupees per share, Wilmar expects to recognise a gain on deemed disposal of about US$1.23 billion, with a corresponding increase in net assets of US$1.33 billion.
 
Depending on the final number of shares acquired, the group also foresees goodwill on consolidation that will result in a reduction in net tangible assets. 
 
Assuming that Lence acquires an 11 per cent stake in AWL for 275 rupees a share, Wilmar will record negative net tangible assets attributable to AWL of about US$0.36 billion. 
 
This is based on AWL&rsquo s audited financial statements as at Mar 31, 2025.
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tongphlp
Supreme
18-Jul-2025 13:33     
 
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 Alert Admin 		to the moon!

Joelton      ( Date: 18-Jul-2025 08:44) Posted:

Wilmar to acquire up to 20% of Mumbai-listed joint venture with Adani
This comes after Adani Commodities announced its exit last December
 
[SINGAPORE] Agri-specialist Wilmar International : F34 +0.67% has agreed to acquire up to 20 per cent of the shares held by India&rsquo s Adani Commodities in the two companies&rsquo joint venture (JV), for 275 rupees per share.
 
Wilmar&rsquo s wholly owned unit Lence will purchase a maximum of 259.9 million shares in the Mumbai-listed JV, AWL Agri Business (which was formerly known as Adani Wilmar). 
 
The move comes after Adani Commodities announced its exit from the JV in December 2024.
 
Following the announcement, AWL shares rallied 6 per cent to close at 278.30 rupees on Thursday (Jul 17).
 
Adani Commodities will also sell its remaining 10.42 per cent stake in AWL to &ldquo a set of pre-identified investors&rdquo prior to the transaction with Wilmar. 
 
After the deal, Adani Commodities will have completely divested itself of the JV, while Lence&rsquo s stake in AWL will range from 54.94 per cent to 63.94 per cent.
 
At the price of 275 rupees per share, Wilmar expects to recognise a gain on deemed disposal of about US$1.23 billion, with a corresponding increase in net assets of US$1.33 billion.
 
Depending on the final number of shares acquired, the group also foresees goodwill on consolidation that will result in a reduction in net tangible assets. 
 
Assuming that Lence acquires an 11 per cent stake in AWL for 275 rupees a share, Wilmar will record negative net tangible assets attributable to AWL of about US$0.36 billion. 
 
This is based on AWL&rsquo s audited financial statements as at Mar 31, 2025.
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Delvyss
Elite
18-Jul-2025 10:33     
 
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 Alert Admin
Key takeaways .....

" At the price of 275 rupees per share, Wilmar expects to recognise a gain on deemed disposal of about US$1.23 billion, with a corresponding increase in net assets of US$1.33 billion."
 


Joelton      ( Date: 18-Jul-2025 08:44) Posted:

Wilmar to acquire up to 20% of Mumbai-listed joint venture with Adani
This comes after Adani Commodities announced its exit last December
 
[SINGAPORE] Agri-specialist Wilmar International : F34 +0.67% has agreed to acquire up to 20 per cent of the shares held by India&rsquo s Adani Commodities in the two companies&rsquo joint venture (JV), for 275 rupees per share.
 
Wilmar&rsquo s wholly owned unit Lence will purchase a maximum of 259.9 million shares in the Mumbai-listed JV, AWL Agri Business (which was formerly known as Adani Wilmar). 
 
The move comes after Adani Commodities announced its exit from the JV in December 2024.
 
Following the announcement, AWL shares rallied 6 per cent to close at 278.30 rupees on Thursday (Jul 17).
 
Adani Commodities will also sell its remaining 10.42 per cent stake in AWL to &ldquo a set of pre-identified investors&rdquo prior to the transaction with Wilmar. 
 
After the deal, Adani Commodities will have completely divested itself of the JV, while Lence&rsquo s stake in AWL will range from 54.94 per cent to 63.94 per cent.
 
At the price of 275 rupees per share, Wilmar expects to recognise a gain on deemed disposal of about US$1.23 billion, with a corresponding increase in net assets of US$1.33 billion.
 
Depending on the final number of shares acquired, the group also foresees goodwill on consolidation that will result in a reduction in net tangible assets. 
 
Assuming that Lence acquires an 11 per cent stake in AWL for 275 rupees a share, Wilmar will record negative net tangible assets attributable to AWL of about US$0.36 billion. 
 
This is based on AWL&rsquo s audited financial statements as at Mar 31, 2025.
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Joelton
Supreme
18-Jul-2025 08:44     
 
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 Alert Admin
Wilmar to acquire up to 20% of Mumbai-listed joint venture with Adani
This comes after Adani Commodities announced its exit last December
 
[SINGAPORE] Agri-specialist Wilmar International : F34 +0.67% has agreed to acquire up to 20 per cent of the shares held by India&rsquo s Adani Commodities in the two companies&rsquo joint venture (JV), for 275 rupees per share.
 
Wilmar&rsquo s wholly owned unit Lence will purchase a maximum of 259.9 million shares in the Mumbai-listed JV, AWL Agri Business (which was formerly known as Adani Wilmar). 
 
The move comes after Adani Commodities announced its exit from the JV in December 2024.
 
Following the announcement, AWL shares rallied 6 per cent to close at 278.30 rupees on Thursday (Jul 17).
 
Adani Commodities will also sell its remaining 10.42 per cent stake in AWL to &ldquo a set of pre-identified investors&rdquo prior to the transaction with Wilmar. 
 
After the deal, Adani Commodities will have completely divested itself of the JV, while Lence&rsquo s stake in AWL will range from 54.94 per cent to 63.94 per cent.
 
At the price of 275 rupees per share, Wilmar expects to recognise a gain on deemed disposal of about US$1.23 billion, with a corresponding increase in net assets of US$1.33 billion.
 
Depending on the final number of shares acquired, the group also foresees goodwill on consolidation that will result in a reduction in net tangible assets. 
 
Assuming that Lence acquires an 11 per cent stake in AWL for 275 rupees a share, Wilmar will record negative net tangible assets attributable to AWL of about US$0.36 billion. 
 
This is based on AWL&rsquo s audited financial statements as at Mar 31, 2025.
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Tob231
Elite
12-Jul-2025 20:46     
 
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 Alert Admin 		  yes ... watch for the right moment 🤩
 
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HuatAh7898
Elite
12-Jul-2025 11:50     
 
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 Alert Admin 		Thank you.
Will watch for a better price to pick

 
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Tob231
Elite
12-Jul-2025 09:01     
 
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 Alert Admin 		Thanks for sharing. 

Analyst reports on Wilmar International suggest a generally positive outlook, with a focus on its integrated and diversified business model and potential for earnings recovery, particularly in China.  While some reports highlight potential volatility due to factors like tariffs and the need for continued profitability and ROE expansion to support valuation re-rating, the overall sentiment remains optimistic, with several brokerages maintaining a " Buy" rating. 

China is going to overtake USA as the largest consumer in the world. Honestly, Trump is trying play hard ball. 9 July deadline is over and now kicking the can to 1 August 2025.
 
 
 
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HuatAh7898
Elite
12-Jul-2025 08:51     
 
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 Alert Admin 		Wilmar will release it' s 1H results on 12 August after trading 
Will the results be good 
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Tob231
Elite
12-Jul-2025 08:43     
 
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 Alert Admin 		Wise move .... to move out and wait on the side of caution
one analyst believe the price will go to 2.8 ..... 
maybe close to the price will consider 
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Ling9345
Master
11-Jul-2025 18:49     
 
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 Alert Admin 		Out yesterday 2.97 win some coffee money only

HuatAh7898      ( Date: 11-Jul-2025 18:02) Posted:

Closing throw down to day low 295
Watching at the side
 

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HuatAh7898
Elite
11-Jul-2025 18:02     
 
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 Alert Admin 		Closing throw down to day low 295
Watching at the side
 
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