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Wilmar - Watch for a Strong Rally to Come! Post Reply Rate topic
MetalTrader Master	21-Nov-2013 19:57        MetalTrader About Contact  Quote this Post!   Mood: Yells: "Let Your Ignorance Be Shown Tomorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Too much data, but of little use. tonylim      ( Date: 21-Nov-2013 18:15) Posted: In fact, such optimism is also expressed by Bank of America which has raised the TP from $3.90 to $5.00. The main fear is that US may reduce its stimulus plans and the issue of govt shutdown of its services in mid Jan 14.  This will be the main fear factor.  The other is the slowing down of China economy.  These will drag down the entire market not just Wilmar.  But the uptrend far outweigh the downside in the case of Wilmar. ynnek1267      ( Date: 21-Nov-2013 17:50) Posted: Also miss out 1 important thing how rising CPO benefit wilmar too. Wilmar is the biggest palm oil processing company, surely keep the highest volume of inventory of CPO. Increasing CPO price mean the inventory that Wilmar hold in past 3 to 6 months is increasing too. Wilmar can either choose to sell CPO to future open market or processing it and the product with higher price. All wilmar palm oil related business contribute 5 to 6 billion revenue per quarter, so highly likely, profit will jack up huge in 4 Q result
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MetalTrader Master	21-Nov-2013 19:53        MetalTrader About Contact  Quote this Post!   Mood: Yells: "Let Your Ignorance Be Shown Tomorrow! ~ PredictorX"
x 0   x 0  Alert Admin	I like your style lol. Brilliant, I also apply sometimes. Sealteam6      ( Date: 21-Nov-2013 17:32) Posted: No time to b like u all guys, do so colorful analyse. C price right, get some, profit enough trim some, hold some jus in case run up then throw all. It's just me
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myfcoach Member	21-Nov-2013 19:09        myfcoach About Contact  Quote this Post!
x 0   x 0  Alert Admin	pls don't forget that Wilmar, GAR , Indo, Olam , Noble are commodities stocks...and their price also behave like real commodities...very volatile in the short term, take a step back and look at the overall trend....as well as the fundamentals driving the commodities concerned.  cheers,  Jason at    http://myfcoach.com/  and    http://millionaire-investors.blogspot.sg/
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tonylim Master	21-Nov-2013 18:15        tonylim About Contact  Quote this Post!
x 0   x 0  Alert Admin	In fact, such optimism is also expressed by Bank of America which has raised the TP from $3.90 to $5.00. The main fear is that US may reduce its stimulus plans and the issue of govt shutdown of its services in mid Jan 14.  This will be the main fear factor.  The other is the slowing down of China economy.  These will drag down the entire market not just Wilmar.  But the uptrend far outweigh the downside in the case of Wilmar. ynnek1267      ( Date: 21-Nov-2013 17:50) Posted: Also miss out 1 important thing how rising CPO benefit wilmar too. Wilmar is the biggest palm oil processing company, surely keep the highest volume of inventory of CPO. Increasing CPO price mean the inventory that Wilmar hold in past 3 to 6 months is increasing too. Wilmar can either choose to sell CPO to future open market or processing it and the product with higher price. All wilmar palm oil related business contribute 5 to 6 billion revenue per quarter, so highly likely, profit will jack up huge in 4 Q result. ynnek1267      ( Date: 21-Nov-2013 15:02) Posted: Wilmar has palm tree plantation and processing  & merchant division. Palm tree plantation will benefit from CPO price. Processing & Merchant division may not be benefit due to raw material (CPO price higher). However, high CPO price can jack up the revenue for both division which  allow higher cash flow among the company which is positive to the company. How  to be more profitable in processing & Merchant division is subjected to the Wilmar management. Therefore, in overall, high CPO price is good to Wilmar and market always react positive on it to plam oil related counter
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ynnek1267 Master	21-Nov-2013 17:50        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Also miss out 1 important thing how rising CPO benefit wilmar too. Wilmar is the biggest palm oil processing company, surely keep the highest volume of inventory of CPO. Increasing CPO price mean the inventory that Wilmar hold in past 3 to 6 months is increasing too. Wilmar can either choose to sell CPO to future open market or processing it and the product with higher price. All wilmar palm oil related business contribute 5 to 6 billion revenue per quarter, so highly likely, profit will jack up huge in 4 Q result. ynnek1267      ( Date: 21-Nov-2013 15:02) Posted: Wilmar has palm tree plantation and processing  & merchant division. Palm tree plantation will benefit from CPO price. Processing & Merchant division may not be benefit due to raw material (CPO price higher). However, high CPO price can jack up the revenue for both division which  allow higher cash flow among the company which is positive to the company. How  to be more profitable in processing & Merchant division is subjected to the Wilmar management. Therefore, in overall, high CPO price is good to Wilmar and market always react positive on it to plam oil related counter. Rosesyrup      ( Date: 21-Nov-2013 14:22) Posted: Actually a low cpo price is morr beneficial to wilma
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Sealteam6 Member	21-Nov-2013 17:32        Sealteam6 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No time to b like u all guys, do so colorful analyse. C price right, get some, profit enough trim some, hold some jus in case run up then throw all. It's just me
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Sealteam6 Member	21-Nov-2013 17:30        Sealteam6 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Doesn't matter la, already trim from 3.54-3.64. Pick back some at 3.3-3.4, ok for me la. No new money in flows, all recycled. Sti range bound, jus follow market Lo, who knows where market is heading. I gt the time to wait MetalTrader      ( Date: 21-Nov-2013 02:13) Posted: 3.3 is not a good buy, as within speculation level. Lock in Profits & Sell down is to be expected that lies above $3.10. For TonyLim: Don't waste my precious time.                         tonylim      ( Date: 20-Nov-2013 22:56) Posted: MetalTrader, can you stop being a silly joker and waste everyone time reading your baseless predictions and post
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ynnek1267 Master	21-Nov-2013 17:27        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://in.reuters.com/article/2013/11/21/markets-vegoils-idINL4N0J612820131121 * Prices rise to 2,648 ringgit in early trade, highest since Sept. 25, 2012 * Technical buying triggered after prices broke 2,600 ringgit level-trader * Palm oil to retest resistance at 2,630 ringgit, could rise to 2,716 ringgit-technicals Palm, soy and crude oil prices at 0504 GMT Contract Month Last Change Low High Volume MY PALM OIL DEC3 2620 +38.00 2610 2645 193 MY PALM OIL JAN4 2627 +46.00 2601 2649 2712 MY PALM OIL FEB4 2629 +49.00 2603 2648 9704 CHINA PALM OLEIN MAY4 6390 +166.00 6260 6406 838732 CHINA SOYOIL MAY4 7270 +108.00 7184 7286 686802 CBOT SOY OIL DEC3 40.59 +0.27 40.27 40.69 3071 NYMEX CRUDE JAN4 93.58 -0.27 93.51 93.89 2729 vincente      ( Date: 21-Nov-2013 17:24) Posted: This counter is defintely a better pick as comapred to noble and olam.
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ynnek1267 Master	21-Nov-2013 17:24        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.dailypress.net/page/content.detail/id/412410/Activists-to-Kellogg--Drop-rainforest-palm-oil.html?isap=1& nav=5046 The only bad new that i can find for Wilmar is this. junction      ( Date: 21-Nov-2013 17:16) Posted: Good analysis. You certainly do your research well. I will scoop up some when the selling is done. ynnek1267      ( Date: 21-Nov-2013 15:14) Posted: 3 major business division, Palm oil, sugar, soybean crushmeal  + oil and flour. Palm oil and sugar are surely earn business since Wilmar has upstream plantation till down stream product distribution. They can save a lot of cost internally compared to their competitiors. However soybean crushmeal + oil and flour division is facing fierce competition due to they are losing the upstream plantation which have to rely on the soybean supply from US, Brazil and China. Furthermore, China government control the price of cooking oil against the inflation. upstream price high, downstream cannot sell high,  those soybean crush players in China  suffer huge loss in past 2 years. Anyway, worst is past for soybean cruchmeal + oil and flour division since quite a lot of players are flush out in past 2 years. So, those shortist want to find reason to short Wilmar down, also quite hard. Who short it have to be prepared the worst since past 9M result has show 22% net profit year to year. The last quarter is year end stocking and selling for Chinese New year and etc year end celebration always the best quarter for commodity company. Therefore CPO price is surging, Now the soybean crush margin maintain positive compared to big  negative in same period last year. So I don't find single reason, Wilmar will perform badly in next 3 months at least. So somebody bearish on it. I really can't understand. The only for stopping Wilmar rally will be US debt ceiling talk in Jan to Feb 2014 break down again. See how lah. just keep and see.
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vincente Senior	21-Nov-2013 17:24        vincente About Contact  Quote this Post!   Yells: "hope for the best"
x 0   x 0  Alert Admin	This counter is defintely a better pick as comapred to noble and olam.
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junction Master	21-Nov-2013 17:16        junction About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good analysis. You certainly do your research well. I will scoop up some when the selling is done. ynnek1267      ( Date: 21-Nov-2013 15:14) Posted: 3 major business division, Palm oil, sugar, soybean crushmeal  + oil and flour. Palm oil and sugar are surely earn business since Wilmar has upstream plantation till down stream product distribution. They can save a lot of cost internally compared to their competitiors. However soybean crushmeal + oil and flour division is facing fierce competition due to they are losing the upstream plantation which have to rely on the soybean supply from US, Brazil and China. Furthermore, China government control the price of cooking oil against the inflation. upstream price high, downstream cannot sell high,  those soybean crush players in China  suffer huge loss in past 2 years. Anyway, worst is past for soybean cruchmeal + oil and flour division since quite a lot of players are flush out in past 2 years. So, those shortist want to find reason to short Wilmar down, also quite hard. Who short it have to be prepared the worst since past 9M result has show 22% net profit year to year. The last quarter is year end stocking and selling for Chinese New year and etc year end celebration always the best quarter for commodity company. Therefore CPO price is surging, Now the soybean crush margin maintain positive compared to big  negative in same period last year. So I don't find single reason, Wilmar will perform badly in next 3 months at least. So somebody bearish on it. I really can't understand. The only for stopping Wilmar rally will be US debt ceiling talk in Jan to Feb 2014 break down again. See how lah. just keep and see.
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ynnek1267 Master	21-Nov-2013 16:38        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.palmoilhq.com/ Close your eye and buy big today. Tomorrow sure chiong big, CPO 2658 up 3.02%. This unsual up, may include the factor of typhoon in Phillippines which destroy coconut oil and tornado in US midwest which destroy soy bean and corn. The effect of shortage of oil will be spread out soon. hold the boat!!!!
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ynnek1267 Master	21-Nov-2013 15:14        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	3 major business division, Palm oil, sugar, soybean crushmeal  + oil and flour. Palm oil and sugar are surely earn business since Wilmar has upstream plantation till down stream product distribution. They can save a lot of cost internally compared to their competitiors. However soybean crushmeal + oil and flour division is facing fierce competition due to they are losing the upstream plantation which have to rely on the soybean supply from US, Brazil and China. Furthermore, China government control the price of cooking oil against the inflation. upstream price high, downstream cannot sell high,  those soybean crush players in China  suffer huge loss in past 2 years. Anyway, worst is past for soybean cruchmeal + oil and flour division since quite a lot of players are flush out in past 2 years. So, those shortist want to find reason to short Wilmar down, also quite hard. Who short it have to be prepared the worst since past 9M result has show 22% net profit year to year. The last quarter is year end stocking and selling for Chinese New year and etc year end celebration always the best quarter for commodity company. Therefore CPO price is surging, Now the soybean crush margin maintain positive compared to big  negative in same period last year. So I don't find single reason, Wilmar will perform badly in next 3 months at least. So somebody bearish on it. I really can't understand. The only for stopping Wilmar rally will be US debt ceiling talk in Jan to Feb 2014 break down again. See how lah. just keep and see.
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ynnek1267 Master	21-Nov-2013 15:02        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wilmar has palm tree plantation and processing  & merchant division. Palm tree plantation will benefit from CPO price. Processing & Merchant division may not be benefit due to raw material (CPO price higher). However, high CPO price can jack up the revenue for both division which  allow higher cash flow among the company which is positive to the company. How  to be more profitable in processing & Merchant division is subjected to the Wilmar management. Therefore, in overall, high CPO price is good to Wilmar and market always react positive on it to plam oil related counter. Rosesyrup      ( Date: 21-Nov-2013 14:22) Posted: Actually a low cpo price is morr beneficial to wilmar ynnek1267      ( Date: 21-Nov-2013 14:19) Posted: http://www.palmoilhq.com/ CPO price break 1 year high, RM 2629. Just ignore the yesterday short down, It is not sustainable in short term. CPO price is on the rise. Wilmar as a palm oil giant will shoot fast soon!!!
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Rosesyrup Master	21-Nov-2013 14:22        Rosesyrup About Contact  Quote this Post!   Yells: "Get your own opinion, don't follow blindly."
x 0   x 1  Alert Admin	Actually a low cpo price is morr beneficial to wilmar ynnek1267      ( Date: 21-Nov-2013 14:19) Posted: http://www.palmoilhq.com/ CPO price break 1 year high, RM 2629. Just ignore the yesterday short down, It is not sustainable in short term. CPO price is on the rise. Wilmar as a palm oil giant will shoot fast soon!!!
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ynnek1267 Master	21-Nov-2013 14:19        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.palmoilhq.com/ CPO price break 1 year high, RM 2629. Just ignore the yesterday short down, It is not sustainable in short term. CPO price is on the rise. Wilmar as a palm oil giant will shoot fast soon!!!
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ynnek1267 Master	21-Nov-2013 10:36        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let's do a logic price range for Wilmar based on financial result performance (although it doesn't work, just for fun) Wilmar share price trading ranges  in past 1 year  is 3.1 to 3.9. Just take the last result, 9M result as a compared, the EPS(earning per share) is 22% increase year to year. So  we shall  expect a 22% increase in next year share price trading range which is 3.782 to 4.758. This is newbie theory since it doesn't consider market wind trend, BBs holding and all other issues. However, It is more logic than somebody pure " Battle Prediction" Wahahahahaahahha!!!!!!!!!!
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ynnek1267 Master	21-Nov-2013 10:24        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Compared to lock in with small profit, I would prefer to wait and see if there is a window dressing by year end. Furthermore, I believe Wilmar will be back to above 5 dollar in 2014. Why I sell cheap??? If shortist think they can bring it down to 3.3, let them do it. I will see if they still can press down Wilmar share price with better performance in coming years.
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ynnek1267 Master	21-Nov-2013 09:44        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wahahahhaahaha!!!!!!!! Let's see if it is year end window dressing or year end dumping in 4 to 6 weeks times. MetalTrader      ( Date: 21-Nov-2013 02:13) Posted: 3.3 is not a good buy, as within speculation level. Lock in Profits & Sell down is to be expected that lies above $3.10. For TonyLim: Don't waste my precious time.                         tonylim      ( Date: 20-Nov-2013 22:56) Posted: MetalTrader, can you stop being a silly joker and waste everyone time reading your baseless predictions and post
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MetalTrader Master	21-Nov-2013 02:32        MetalTrader About Contact  Quote this Post!   Mood: Yells: "Let Your Ignorance Be Shown Tomorrow! ~ PredictorX"
x 0   x 1  Alert Admin	Nice Song: http://www.youtube.com/watch?v=DW9U8FtTTB8
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