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Wilmar Intl
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Wilmar - Watch for a Strong Rally to Come!
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dginvest
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02-May-2014 11:10
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Agree... slowly chiak and wait..lol |
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Noob79
Master |
02-May-2014 11:07
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Think the company is doing quite well since can afford to pay more dividend compare to last 2 yr. Can hold long but in slow progress... Aiya who call Wilmar is not hold by Temasek holding...orelse can be like Capitaland MallAsia and Olam use higher price to acquistion some stake...
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dginvest
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02-May-2014 10:45
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Yea.. was expecting better price movement after acquisition and JV news... still learning :) |
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Noob79
Master |
02-May-2014 10:22
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Maybe is because of XD (after dividend) but this Wilmar really sucks up 2cents down 10cents. Whole year stock price also never move much higher.
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dginvest
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02-May-2014 10:03
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Anyone knows why the sudden drop in price? Thanks in advance... |
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Octavia
Supreme |
30-Apr-2014 11:51
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DBSV has a TP buy call at $4.00
Plantation Companies - Expect higher near-term CPO prices. Reiterate BUY calls for Bumitama and Wilmar downgrade Indofood Agri Resources to HOLD.
We expect higher near-term CPO prices on lower FFB yields caused by dry weather in Feb14 CY15F yield recovery will be at risk if El Nino develops. Palm oil supply growth is expected to decelerate further from CY16F, when new maturities dwindle. The fair values of the plantation counters under our coverage are raised by 1-77% as we lifted CY14-16F CPO prices (in USD) by 6-12% to reflect tighter supply expectations. We now forecast CPO prices of RM2,790/MT, RM2,680/MT and RM2,820/MT for FY2014F, FY2015 and FY2016F respectively. For SGX-listed plantation stocks, Indofood Agri Resources is downgraded to HOLD (TP: S$ 1.17 (Prev S$ 1.00)) as recent rally has mostly priced in higher CPO price outlook. We reiterate our BUY calls for Bumitama Agri, TP: S$ 1.25 (Prev S$1.19) and Wilmar, TP: S$ 4.00 (Prev S$ 3.92). First Resources remains a HOLD (TP: S$2.51 (Prev S$ 2.22) Golden Agri Resources NOT RATED, fair value S$ 0.57 (Prev S$ 0.46)
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Noob79
Master |
29-Apr-2014 18:21
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Well done. You must be making a windfall
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victorcy2004
Member |
29-Apr-2014 18:17
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Technically Wilmar lost the momentum to go up. It has to head down to re-gain the momentum.
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MetalTrader3
Supreme |
29-Apr-2014 17:57
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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On 29 apr, Wilmar falls by 0.09 point to 3.4, (down by nearly 10cent from my 20 apr forecast) in a single day. (The biggest fall) Prediction actualized & ended.
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Noob79
Master |
29-Apr-2014 17:49
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Capitiland acquisition and share went up. Olam bought by Temasek also went up. SMRT issue warning trade with caution also can go up... Hmm maybe should just take Wilmar out of the STI component or like Olam banned from shorting. | ||||
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Blanchard
Master |
29-Apr-2014 09:24
Yells: "Winners cry..... Losers smile....." |
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Buying Goodman Fielder will not be easy for Asian consortium - http://www.smh.com.au/business/buying-goodman-fielder-will-not-be-easy-for-asian-consortium-20140428-37e25.html |
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Octavia
Supreme |
29-Apr-2014 09:20
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Together with First Pacific will continue discussions to acquire Goodman Fielder after it&rsquo s A$1.271b joint bid was rejected yesterday. Goodman Fielder&rsquo s largest shareholder Perpetual Investment said that while the A$0.65 per share offer does appear opportunistic, it encourages the company to continue dialogue with Wilmar to extract shareholder value. OCBC reckons that Wilmar could use its mature distribution channel in the region, particularly China, to tap the surging demand of quality foods, as a focus group unveiled a generic Chinese preference for imported foods given skepticism over local foods. Another investment house Platypus Asset Management commented while it is not sure of Goodman Fielder&rsquo s strategic value, it pointed out that Goodman is a cheap business in the right space. |
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interfact
Senior |
28-Apr-2014 10:54
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Wilmar should make more acquistions to grow otherwise it looks like a stagnant stock. |
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Blanchard
Master |
28-Apr-2014 10:09
Yells: "Winners cry..... Losers smile....." |
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Are Wilmar & First Pacific trying to acquire under-stress Goodman Fiedler, Australia' s biggest food company??? Something about Goodman Fiedler..... Earlier this year, the company reported a A$64.8 million loss in the first half of the 2014 financial year, but had forecast improved earnings in the second half. However, in April, Goodman Fiedler downgraded full-year profit by A$27 million and warned it expected further write-downs in the near future. The problems for Goodman Fielder have been ongoing, having written off more than A$250 million in restructuring costs, losses from sales of underperforming businesses and asset impairment in the last three years. Goodman Fielder' s supply chain network continues to weigh on the business. Goodman Fielder recently announced it was bringing forward plans for 300 job cuts to achieve A$25 million in cost reductions in response to a weaker-than-expected financial performance. |
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hlfoo2010
Master |
28-Apr-2014 10:04
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RUN |
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Octavia
Supreme |
28-Apr-2014 10:01
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Under the proposal, Goodman Fielder would receive a cash offer of A$0.65 per share of Goodman Fielder. Had the transaction proceeded, the aggregate consideration would have been A$1,271.1m. This offer, based on trading close at 23 Apr was &ndash 1) A 23.8% premium of the closing price of that date at A$0.525 2) A 27.2% premium over Goodman Fielder&rsquo s weighted average share price since 2 April, of A$0.511 The proposed transaction was part of Wilmar&rsquo s plans to expand its footprint across Asia Pacific. Goodman Fielder manufactures and markets ingredients, consumer branded foods, beverage and related products. |
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Octavia
Supreme |
28-Apr-2014 09:46
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Sustainability: new ball game for palm oil firms
But higher bar set by Wilmar, Golden Agri won' t have big immediate impact: analysts
The palm oil industry has reached a tipping point. In the last five months, two palm oil giants who together trade about half the global supply - Wilmar International and Golden Agri Resources - have declared that their sustainability policies would apply not just to their own plantations, but also to those of their suppliers. About half of all fresh fruit bunches bought by Wilmar come from third parties, while the amount for upstream palm oil player Golden Agri is much lower, at 7 per cent. The two palm oil groups' resolve to set a new sustainability standard in the industry has prompted others like First Resources to look into doing the same. |
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Octavia
Supreme |
28-Apr-2014 09:43
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Australia' s Goodman Fielders rejects takeover offer from Wilmar 
Australian food company Goodman Fielder on Monday said it had received a takeover offer proposal from Singapore' s Wilmar International Limited and Hong Kong' s First Pacific Company Limited, but said the offer undervalued the company. In a statement, Goodman said the non-binding, " highly conditional" offer received over the weekend had proposed a price of A$0.65 per share. " The Board believes that the current proposal materially undervalues Goodman Fielder and is opportunistic," Goodman said in a statement. " The board has advised Wilmar and First Pacific accordingly." Shares in Goodman Fielder closed at A$0.55 last Thursday. They have lost over 28 per cent of their value in the past year, against a 8.4 per cent gain in the broader market. |
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Noob79
Master |
24-Apr-2014 10:40
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:( 只 有 三 分 钟 热 度 。
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Octavia
Supreme |
24-Apr-2014 09:08
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oh ..a few married deals done this morning and many big trade buy up at opening. |
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