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Wilmar Intl
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Wilmar
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tongphlp
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22-May-2026 11:10
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not so drastic....for today, 3.53
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tongphlp
Supreme |
22-May-2026 10:14
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heavy selling continues
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tongphlp
Supreme |
22-May-2026 09:57
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bad news?
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Tigerzbeer
Member |
22-May-2026 01:12
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Ya, totally agree/ Looks like the next support is around 3.30 soon
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tongphlp
Supreme |
21-May-2026 18:58
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one day up, one day down...common
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geographic
Senior |
21-May-2026 13:02
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Today Lao Hong! | ||||
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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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