Latest Forum Topics /
Wilmar Intl
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Wilmar - Watch for a Strong Rally to Come!
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FrancisLim
Elite |
14-Jan-2021 16:21
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Perfect Harmony many thanks.
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flashtorch
Member |
14-Jan-2021 16:21
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I am new to this forum and investing, and I am learning to read charts. I am getting that SMA 60 is finally crossing over SMA90 maybe today, or tomorrow. why do you guys SMA120, instead of SMA90? | ||||
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PerfectHarmony
Senior |
14-Jan-2021 15:56
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Hi bro Francis, good to know you enjoy watching the market using this method. Based on my indicator, SMA60 will cross up SMA120 on 20 Jan.  At this stage, it is very unlikely to turn SMA20/SMA60/SMA120 downwards, as all deduction prices are far from current market price. Enjoy the surf!
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hokpin
Supreme |
14-Jan-2021 15:47
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Recap again my post on last Fri, 8 Jan 2021. See SGD 5.30 by 15 Jan. SGD 5.60 by 22 Jan. SGD 5.90 by 29 Jan. SGD 6.20 by 5 Feb.  SGD 6.50 by 12 Feb. Earning result released along with special dividend declared. Happy Chinese New Year! Huat Ah!
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choong
Senior |
14-Jan-2021 15:38
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535 by Friday
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SGPhantom
Master |
14-Jan-2021 15:23
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https://www.businesstimes.com.sg/companies-markets/brokers-take-maybank-ke-raises-tp-for-wilmar-on-potential-q4-surprises | ||||
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FrancisLim
Elite |
14-Jan-2021 15:22
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will it clear 5.20 today? | ||||
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DragonTM
Member |
14-Jan-2021 14:01
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Hi bro Perfect Harmony, from what i see, it will need around another10 working days before MA60 crossed over MA120. Most likely it will be @ last week of Jan. Correct me if i' m wrong.. Just started to learn this chart a month ago from you.. Thanks bro!
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FrancisLim
Elite |
14-Jan-2021 13:48
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Perfect Harmony.  Thank you.  You are spot on. What is your latest on your chart? We will always DYODD.  
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OngBak
Veteran |
14-Jan-2021 11:48
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Analysts Calls: Wilmar International - Strengthening momentum Potential surprises on the way? We see four areas where WIL can potentially surprise in 4Q20: (i) record soybean crush margins, (ii) rising palm oil prices, (iii) normalising post- COVID activities in China and (iv) margin accretive Indonesian export taxes. Yet the Group is trading at a 75% discount to its own Chinese listed subsidiary. We believe, over the longer term, this may trigger further actions to unlock value such as more asset carve outs or even privatisation. While WIL has re-rated 21% in the past 1-month, we believe significant upside exists as they execute. Raise TP to SGD6.80. BUY. (MBKE) | ||||
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ghetto
Master |
14-Jan-2021 09:39
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Everyone is now waiting for the engines to fire! Watch your front... | ||||
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Joelton
Supreme |
14-Jan-2021 09:26
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UOB KH Wilmar -   All Engines Firing To Deliver Good Earnings (Maintain BUY and raise target price to S$6.40)
We raise our 4Q20 core net profit forecast to US$350m-380m on better-than-expected contribution from YKA. Recent share price performance was driven by better earnings
outlook and the strong rally in YKA&rsquo s share price, which has appreciated 370% from its IPO price of Rmb25.70 since listing on 15 Oct 20. 
 
&bull Positive factors supporting Wilmar&rsquo s share price performence. Wilmar International&rsquo s (Wilmar) share price has appreciated about 21% over the last month. We attribute this to the
following:
- Strong performance from China operation supported by high soybean crushing volume and steady crushing margins. Sales of consumer products continue to grow.
- Strong performance from Yihai Kerry Arawana (YKA) (300999 CH). Share price has surged 370% since its listing on 15 Oct 20. This translates into a substantial holding company discount of 80% based on Wilmar&rsquo s 90% stake in YKA. According to online news portal, there were some 80 reports issued in Dec 20 on YKA by analysts. Based on
Bloomberg data, 13 analysts have issued BUY recommendations.
- Getting closer to getting the special dividend of about 6.5 S cent/share from YKA&rsquo s IPO proceeds, which is expected to be declared in Feb 21 and payable in May 21.
&bull 4Q20 earnings preview. Wilmar is announcing 4Q20 results in late-Feb 21. We are expecting core net profit US$350m-380m (4Q19: US$410m, 3Q20: US$501m). The star performer is likely to be the sugar segment, which is expected to contribute positively due to rising raw sugar prices and good white sugar margin. China operation continued to see steady performance, largely supported by the food ingredient division. We may see earnings volaility from soybean crushing and palm operations due to the strong surge in prices in Nov-Dec 20.
&bull Earnings upgarde. We raise our 2020F core net profit up by 11.2% to US$1.51b (from US$1.35b). We also raise 2021-22 core net profit forecasts by 18% and 20% respectively to
factor in stronger contribution from China operations and demand recovery from other markets, espcially from Indonesia, India and Africa. 
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ghetto
Master |
13-Jan-2021 21:12
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UOBKayHian 13 Jan 2021 All Engines Firing To Deliver Good Earnings
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Noobie@Wilmar
Member |
13-Jan-2021 20:59
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https://s3-ap-southeast-1.amazonaws.com/investingnote-production-webbucket/attachments/9445ee5db73941307f048b37dfb8eca1eae2e9d5.pdf?1610501053
UOB KH?s latest assessment. Copy link, paste and go. |
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WBdisciple
Elite |
13-Jan-2021 19:23
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FYI.....Robert Kuok ( 郭 鶴 年 )    is the largest shareholder in Wilmar International Limited.   RHB Investment Bank CEO set to join billionaire Kuok' s group[KUALA LUMPUR] Billionaire Robert Kuok' s Kuok Group is hiring one of the top investment bankers in Malaysia to help oversee the conglomerate' s investments in South-east Asia, according to people with knowledge of the matter. RHB Investment Bank chief executive officer (CEO) Robert Huray will leave the unit of Kuala Lumpur-based RHB Bank, said the people, asking not to be named as the information is private. Mr Huray is set to join Kuok Group in Singapore as regional managing director in March, said one of the people. Mr Huray will remain the managing director of RHB Investment Bank until his planned departure in February, a representative said in response to Bloomberg News query. A representative for Kuok Group didn' t immediately respond to requests for comment. Mr Huray was CEO of RHB Securities Singapore prior to taking on the top post at the investment banking unit of Malaysia' s fifth biggest lender by market value. He had worked at Credit Suisse Group, Citigroup and DMG & Partners Securities before joining RHB Group, according to its website. RHB ranked third in Malaysia' s local-currency bond sales in 2020, managing RM13.2 billion (S$4.33 billion) of deals and was in the fifth spot in the country' s equity and rights offerings league table, handling RM1.4 billion worth of transactions, according to league tables compiled by Bloomberg. Kuok Group traces its origins to a small town in Malaysia' s southern state of Johor in 1949. The conglomerate grew from a family business trading rice, sugar and wheat flour into a multinational conglomerate, with operations stretching across six continents, its website shows. Robert Kuok is Malaysia' s richest person with a net worth of US$17.9 billion, according to the Bloomberg Billionaires Index. He also controls Singapore-listed Wilmar International, the world' s biggest palm oil producer, as well as real estate developer Kerry Properties and hotel operator Shangri-La Asia, both of which are listed in Hong Kong. |
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PerfectHarmony
Senior |
12-Jan-2021 16:41
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No worries Francis. There is 5 cents between SMA60 and SMA120. But rest assured, it will probably happen within this week, as SMA60 deduction price will decline sharply while SMA120 deduction price moves in a very small range this week. 
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WBdisciple
Elite |
12-Jan-2021 16:33
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At S$33 Billion, you are buying Wilmar for the following: - Stake China listed entity worth S$140 billion -  Global leader in processing and merchandising of palm and lauric oils, as well as production of oleochemicals, specialty fats, palm biodiesel and consumer pack oils. -  In oilseed crushing, flour milling and rice milling, Wilmar is a leading player especially in China. - Wilmar is  also amongst the top 10 global raw sugar producers. - Wilmar footprint spans over 500 manufacturing plants worldwide and an extensive distribution network covering China, India, Indonesia and some 50 other countries and regions. - Leading position in India:  Adani Wilmar Limited (AWL) is a joint venture incorporated in January 1999 between Adani Group- the leaders in private infrastructure and Wilmar International Limited - Singapore, Asia' s leading Agri business group. It is one of the fastest growing food FMCG companies in India. Today, AWL owns more than 40 units that cumulatively translate to a refining capacity of over 16800 tonnes per day, seed crushing capacity of 6000 tonnes per day and packaging capacity of 12900 tonnes per day. The company has the largest range of edible oils spanning across the categories of Soya, Sun, Mustard, Rice bran, Groundnut, Cottonseed and the company has extended its basket of offering with the introduction of Vivo, functional oil which helps in managing the blood sugar. Besides oil, AWL has also forayed into packed Basmati Rice, Pulses, Soya Chunks, Besan, Fortune Chakki Fresh Atta and the recently launched superfood Khichdi. . AWL has the largest distribution network among all branded edible oil players in India, with 95 stock points, 5000 distributors and *10% Retail Penetration which spans across approx. 1.5 Million outlets all over India. Fortune is one of the most prestigious, consumer trusted and well marketed brands of the Adani Wilmar Group and became the market leader in its segment within 2 years of its launch in India. Adani Wilmar Limited also caters to institutional demand through its industry essential range which includes bulk packs of consumer essentials as well as Lauric & Bakery fats, Castor Oil derivatives, Oleo chemicals and Soya value added products. A state-of-the-art Oleo chemical plant at Mundra gives an unmatched output of 400 TPD and it is one of the largest single location facilities in India. The extensive array of products includes fatty acids, stearic acids, soap noodles and refined glycerin. The company also has a combined processing capacity of 1200 MT of castor seeds per day with solvent and refining units. The castor oil manufacturing facilities are equipped with cutting-edge technology to manufacture different grades of castor oil such as cold pressed, pharma grade and low moisture oil. |
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FrancisLim
Elite |
12-Jan-2021 16:24
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Thanks Perfect Harmony for your accurate insight.  Hope will see SMA 60 breaching SMA120.
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hokpin
Supreme |
12-Jan-2021 15:19
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Wow, exceeded SGD 5.10!
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flylow6
Senior |
12-Jan-2021 15:16
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wow. the buying force is strong.. 5.1 | ||||
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