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Wilmar Intl
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Wilmar - Watch for a Strong Rally to Come!
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Octavia
Supreme |
21-Oct-2013 10:02
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Trading Central says the stock remains positively oriented above its rising 20 day and 50day moving averages. Furthermore, the RSI is above its neutral 50% level, and is supported by a bullish trend line. As long as $3.16 (previous swing low) is not broken, look for a further recovery to 3.44 and 3.54 in extension. | ||||
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Octavia
Supreme |
16-Oct-2013 22:27
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Wilmar International Limited will be announcing its financial results for the third quarter 2013 ended 30 September 2013 on the Singapore Exchange after trading hours on 7 November 2013. The results will also be available on the Company's website at www.wilmar-international.com. |
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Octavia
Supreme |
10-Oct-2013 16:33
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Showing sign of strength lately...huat arh! | ||||
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Octavia
Supreme |
10-Oct-2013 10:23
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Ms Wilmar:It's my turn. 
http://www.youtube.com/watch?v=qlhd6ioEbjk |
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Octavia
Supreme |
04-Oct-2013 10:12
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Trading Central believes the chart remains positively oriented, as the stock is trading above the 20day and 50 day moving averages, with a golden crossover just recently being featured. In addition, RSI is above the neutral 50 level and continuing to head upwards. As long as the $3.06 level is not broken, look for a further recovery to $3.44 and $3.54 in extension. | ||||
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Sealteam6
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02-Oct-2013 19:23
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China feed meals data are encouraging in the mth aug-sept leading towards the festive mths. Soya beans at ports are reduced by 25% through end of sept. Meal prices have also been supportive due to the higher than expected demand from poultry and hog demand. | ||||
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Octavia
Supreme |
02-Oct-2013 09:56
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Maybank-KE reiterate Buy with a street high TP of $4.52. Continue to like Wilmar for its fully-integrated and well-diversified agri-business model, dominant global market positions in palm oil plantation/processing and soybean crushing, as well as its foothold in China and India, two of the most important consumer markets in the World See three key catalysts for the stock: (1) margin stabilisation in the Oilseeds & Grains (O& G) division, (2) low CPO price environment, and (3) structural improvement to group ROA on rationalised asset allocation. We project EPS to increase at 14.6% CAGR over the next three years, comparable to the 15.4% CAGR seen in the past five years. Therefore, argue that the stock?s current deep valuation discount of 27% to its historical average is too excessive | ||||
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Octavia
Supreme |
01-Oct-2013 15:57
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UOB Kay Hian maintains Buy with $3.80 TP. House expects sugar crushing ahead of schedule to provide earnings boost for 3Q and mitigating the margin pressure from soybean crushing and plantations. The key takeaway from recent meeting with management is that sugar will be the growth focus for Wilmar with its recent acquisition in Africa and expanding into new emerging markets in Indochina. The growth in the sugar division will cushion the volatility from the soybean crushing division, which is seeing declining contribution to group pre-tax profit (PBT) (2011: 20.3% of PBT, 2013F: 11.7%) House had earlier highlighted that Indonesian refining margins have shrunk significantly due to rising competition from new capacities, leading to higher feedstock prices and lower refining product prices. Wilmar?s downstream operations are one of the most complete, making it cost efficient while its ability to customise products to meet customers? requirements build up strong customer relationship and hence, command better margins. Thus, for 1H13, Wilmar continued to surprise the market with its refining pre-tax margin of > US$30/tonne. For 2013, expecting a pre-tax margin of US$33/tonne (2012: US$33.4/tonne). | ||||
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Sealteam6
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26-Sep-2013 13:51
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Price action of wilmar is favourable during this 2 weeks of climb, it's a slow much up. Yesterday's selldown is fast though lack conviction. The newsflow is also encouraging through the 3rd q. 1) palm oil price have stabilizes at the lower end of the trading range though we keep hearing commentaries saying worst has yet to come for the veg oil. 2) demand & price of refined soya product have the resilience to stayed at the top range for the 3 quarter especially in china. 3) sugar have broke out of their trading range & managed to hold their gain at the top range through this mth. 4) wheat is also rising to higher highs in the cme. Take a look at the price action, decide point of entry. Odds are pointing to upside surprises which the analysts have largely ignored due to china worries and pessimistic views on palm prices next year. | ||||
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Octavia
Supreme |
25-Sep-2013 09:13
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Huat arhhh!
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Octavia
Supreme |
25-Sep-2013 09:07
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Gd chance to cheong. | ||||
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WanSiTong
Supreme |
24-Sep-2013 21:03
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Lucky03
Elite |
23-Sep-2013 09:21
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I doubt there are many serious long term investors these days. Even funds mgrs, esp young ones who are pressed for quarter to quarter or even month to months return. Moreover, remisiers are turning traders as they can't survive on those miserable trades they are handling and lower commission charges. The lower commission charges also indirectly contributed to increased short term trading as the spread is good enough to cover. Bottomline, it is a bid casino and that's what SGX wants to see. This is a new World Order. Having said that, I still believe a mid to long term time horizon is valid so long as we pay attention to both FA and TA to guide us and in between, may have to conduct some short term trade to balance portfolio.
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Sealteam6
Member |
23-Sep-2013 08:33
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Sad to say, when I return to this forum under teamseal6. I have noticed the quality drop of the content provided. Most will talk abt charts, if not will brag abt how much thy made or even how good thy r by punting on stks. Quality is replaced by quantity. I believed those previous 'sound' forum contributor have also noticed tis, that's y thy left it. Anyway, spore market has changed alot. Most are in plays are those controlled by syndicates. Pennies and distressed assets which are built on hot air. Funds are just leaving spore financial market through the years and not coming back. Just look at the stocks, thy are hitting lower highs through the years. Y? Bcos those funds that exited are not coming back to our small penny stk market. | ||||
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Sealteam6
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23-Sep-2013 08:06
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Most of wilmar sales are denominated in yuan/usd. Most of the cost are in rupiah. Yes, most analysts are warning on rupiah sales companies, so be wary of those companies who have major sales component in Indonesia or even in India. If your sales & cost both coincide of the same currencies, then no issue
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Sealteam6
Member |
23-Sep-2013 08:00
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It's not the number of subsidiaries that is complicated. It's the need of them to deal both in fx trades & forward/future contracts that is complicated. If you look at all the global companies, which of them dnt have bunch of subsidiaries that you dnt know y they existed. If you want to grow, it's cheaper & easier to set up a company at the point of origination or final sales
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Lucky03
Elite |
22-Sep-2013 23:18
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Commodity companies structure is also quite complex as they tend to have many subsidiaries and associated companies with varying shareholdings. There are many announcement of acquisitions and disposals and not easy to assess the impact.
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spathway
Member |
22-Sep-2013 22:31
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Just start to look at the commodity stock recently. I am having the impression that commodity is going for a turnaround soon. Most of the Indonesia related commodities are shun because of Rupiah has weaken so much, while the company has still hold a substantial debt in USD. I will start to monitor these few stocks.
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Lucky03
Elite |
21-Sep-2013 15:41
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Thanks, Sealteam6. Great info ! I'll be looking to enter :)
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Sealteam6
Member |
21-Sep-2013 14:48
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All commo traders do benefit when commo price is high, bcos they can extract higher margin been middleman as they sell forward their estimated stocks while sourcing their stocks at the same time. There can never be perfect hedge as there is always the time lags of few days. As commo price decline, the margin that thy can extract oso thin out. That's how commo traders are affected by the commo trades. Not to worry abt the fakes, most of their china sales are done in bulk to their arranged buyers who have done biz w them for sometime already. Their sugar sales is still in their infancy stage. Will be encouraging but not fantastic yet. Major turnaround story on sales & earnings driver will still be centered ard its soya meal & oil sales in china as china hog & poutry demand stabilize & picks up from the bird flu. Too bad they did not do arbitrage w their soya meal by exporting more, if not thy can soften the impact of the bird flu during the 2nd q
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