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Wilmar Intl
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Wilmar
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tongphlp
Supreme |
11-May-2026 14:24
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yup
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FATABA
Supreme |
11-May-2026 13:29
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Since their last cases in China and Indonesia ....nothing has changed .....the management is still there. Reflects the lack of proper management and lapse of control again ...... Whatever, W would be seeing more issue once palm oil prices goes south DYODD
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ShortTermTrader
Member |
11-May-2026 13:16
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So much bad news recently. Who do you think is buying this share? Retail investors like you and me? | ||||
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tongphlp
Supreme |
11-May-2026 12:35
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seems like W is always on the wrong side of the law..
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spursfan
Supreme |
11-May-2026 12:18
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Hmm, cause for today's weakness
Russian Court orders State seizure of a 24% interest indirectly owned by Wilmar in JSC Etalon, a Russian company https://links.sgx.com/1.0.0/corporate-announcements/SH0U2BQIUS3YK13B/888112_WIL%20Announcement%20%20Russian%20Court%20orders%20State%20seizure%20of%20Profit.pdf |
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Joelton
Supreme |
01-May-2026 11:40
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Wilmar shares tumble up to 10.4% as hedging losses from Iran war weigh on results Q1 profit down 22.8% to US$265 million company cites temporary unrealised mark-to-market losses from hedging [SINGAPORE] Shares of Wilmar International dropped as much as 8.9 per cent on Thursday (Apr 30) after the group on Wednesday reported a drop in net profit for its first quarter. The company reported a 22.8 per cent decrease in net profit to US$265.6 million for the first quarter ended Mar 31, from US$343.9 million in the corresponding year-ago period. Investors reacted negatively to the news, with the counter retreating as much as S$0.40 to S$3.43 on Thursday as at 1.35 pm. It later pared losses to trade 7.6 per cent lower at S$3.54 as at 4.10 pm. Wilmar attributed the decline to a few reasons, including &ldquo temporary unrealised mark-to-market losses from (its) hedging activities caused by the Iran war&rdquo . Revenue for the quarter, however, rose 21.9 per cent to US$19.8 billion from US$16.2 billion in the year-ago period, backed by higher sales volume across all its core business segments. Following the results, brokerages RHB and Citi both maintained &ldquo neutral&rdquo ratings on the stock, though they each raised their target price. RHB raised the target price to S$3.70, up from S$3.45. It also raised Wilmar&rsquo s net profit forecasts by 5.7 per cent, 8.4 per cent and 7 per cent for the financial years 2026, 2027 and 2028, respectively, after adjusting for the brokerage&rsquo s latest in-house foreign exchange assumptions. The brokerage also increased its crude palm oil (CPO) price assumptions to RM4,400 (S$1,420) per tonne for 2026 and RM4,300 per tonne for 2027. Wilmar is a major player in the palm industry, higher CPO prices serve as a key driver for the company&rsquo s valuation. Addressing the broader geopolitical and macroeconomic climate, RHB noted that if its base case scenario of a Middle East ceasefire holds for more than two weeks, CPO prices should stabilise between RM4,200 and RM4,500 per tonne. This stabilisation would likely keep higher biodiesel mandates in place, resulting in tighter overall global supplies of vegetable oils, said RHB. The broker also said that the palm oil-gas oil spread has turned positive again, meaning there should still be adequate funding in the Indonesia biodiesel fund to subsidise B50 mandates at the current export tax and levy rates. Meanwhile, Citi raised its target price to S$3.95 from S$3.10, citing liquidity flows into Singapore equities. While Wilmar&rsquo s revenue saw a 22 per cent boost partly due to the consolidation of Agri Business Limited (AWL), Citi noted that underlying growth remained intact. Excluding AWL, first-quarter sales volume and revenue would have still grown by 7.7 per cent and 7.6 per cent, respectively. |
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tongphlp
Supreme |
30-Apr-2026 13:27
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possible
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geographic
Senior |
30-Apr-2026 12:40
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Shortist bullseye today. Likely will be in SGX Top Losers list today.
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tongphlp
Supreme |
30-Apr-2026 10:32
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haha...should have spelt as fall...not four :)
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geographic
Senior |
30-Apr-2026 10:30
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Good foresight! Close to your prediction of 4% drop.
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Joelton
Supreme |
30-Apr-2026 09:51
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Wilmar posts 22.8% fall in Q1 net profit to US$265.6 million amid volatile commodity prices Operating conditions for the year depend on developments in global trade policies, says the company [SINGAPORE] Wilmar : F34 -1.29% reported a 22.8 per cent decrease in net profit to US$265.6 million for the first quarter ended Mar 31, from US$343.9 million in the corresponding year-ago period. Revenue for the quarter grew 21.9 per cent to US$19.8 billion from US$16.2 billion in the year-ago period, it said in a bourse filing on Wednesday (Apr 29). This was backed by higher sales volume across all its core business segments &ndash increasing 22.3 per cent for food products and 11.7 per cent for feed and industrial products. The company noted that the consolidation of Indian edible oil processor AWL Agri Business (AWL) since December 2025 contributed to the year on year growth in sales volumes. Excluding AWL&rsquo s impact this quarter, overall volume would have risen 7.7 per cent to 24.8 million tonnes, while revenue would have grown 7.6 per cent to US$17.44 billion, said Wilmar. Meanwhile, the group&rsquo s core net profit shed 23 per cent, declining to US$264.2 million in Q1 from US$343 million in the corresponding quarter a year ago. Wilmar attributed this to a few reasons, including &ldquo temporary unrealised mark-to-market losses from (its) hedging activities caused by the Iran war&rdquo . It said most of these losses are expected to reverse in the coming quarters when physical commodities underlying the hedged contracts are delivered. Concurrently, the company saw weaker contributions from associates and joint ventures across China, Europe and South-east Asia regions. Profits from its plantation and sugar milling segment were also lower, impacted by lower palm oil prices and production volume, as well as weaker sugar performance, noted the agribusiness giant. However, these losses were partially offset by gains on disposal of joint ventures in China and higher volume of sales in the quarter. Overall, the company said that volume growth in the quarter was &ldquo overshadowed&rdquo by high volatility in commodity prices amid the US-Iran war. &ldquo Looking ahead, operating conditions for the remainder of the year will continue to depend on the evolution of geopolitical tensions and development in global trade policies,&rdquo said Wilmar. Shares of Wilmar closed up 1.3 per cent or S$0.05 to S$3.83 on Wednesday before the results. |
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spursfan
Supreme |
29-Apr-2026 19:42
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https://links.sgx.com/1.0.0/corporate-announcements/XLSPN8PRM4D1635S/886658_WIL%201Q2026%20Executive%20Financial%20Summary_29.04.2026.pdf |
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tongphlp
Supreme |
22-Apr-2026 14:16
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yah...4 soon..
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geographic
Senior |
19-Apr-2026 12:15
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Good foresight
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pasttime
Supreme |
19-Apr-2026 11:35
Yells: "gold silver are real money. not others iou." |
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Leader in 2 most populated countries. China and India. Any interest in consumer palm oil cannot ignore this | ||||
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tongphlp
Supreme |
19-Apr-2026 07:54
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south where? South china sea?
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Joelton
Supreme |
18-Apr-2026 16:31
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Wilmar sees limited impact from Middle East conflict, cites indirect cost pressures It says the &lsquo certain indirect impact&rsquo takes the forms of higher freight, insurance and fertiliser costs [SINGAPORE] Wilmar International foresees &ldquo certain indirect impact&rdquo on its operations from the ongoing Middle East conflict, but believes its current structure is sufficient to manage the situation. The group&rsquo s exposure to the Middle East is not significant, with contributions from the region accounting for a single-digit share of its total revenue, said the company in a bourse filing on Friday (Apr 17). The &ldquo certain indirect impact&rdquo on its operations includes, for example, increases in freight, insurance and fertiliser costs, as well as volatility in commodity prices. Still, commodity volatility is part and parcel of its business, said Wilmar. &ldquo We have been able to manage it quite well, despite the shocks in recent years. Therefore, we believe our present structure is good enough to handle the current situation.&rdquo Wilmar was responding to questions from the Securities Investors Association (Singapore), or Sias, ahead of its annual general meeting on Apr 23. The group noted that its operations are predominantly based in Asia and Africa, and that its investments have been largely focused on these two regions. &ldquo Given uncertainty around how prolonged the current conflict will be, the group&rsquo s long-term capital allocation decisions have not changed.&rdquo Sias also asked how Wilmar oversees major legal and regulatory proceedings in the group&rsquo s global operations, and the role of independent directors in supervising investigations and legal strategy, particularly for cases in China and Indonesia. In November 2025, Wilmar announced that its Chinese unit was found guilty of contract fraud by a Chinese court and ordered to jointly bear losses amounting to 1.88 billion yuan (S$345.6 million). A month before that, the company reported that the general manager of its Indonesian unit had been charged over unlawful acts related to the importation of raw sugar in 2016. Wilmar said it &ldquo does not tolerate any corrupt or illegal practices, and that strong disciplinary action will be taken against any staff found to be in breach of these instructions&rdquo . &ldquo Disciplinary action will also be taken against employees who have knowledge of such violations but conceal such information from the group, or who take detrimental action against others who report such violations.&rdquo Shares of Wilmar : F34 -0.26% ended Friday 0.3 per cent or S$0.01 lower at S$3.84, before the announcement. |
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geographic
Senior |
10-Apr-2026 13:37
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Price heading South? | ||||
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antifragile
Senior |
08-Apr-2026 14:10
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$6 | ||||
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Alignment
Elite |
08-Apr-2026 14:08
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Yes things looking good. The naysayers have taken a hit on this one. | ||||
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