3Q business updates will be coming out on the first week of November which would show stable profit improvement and growing sales volume. 4Q results is where I expect improved profitability due to higher Sugar and Palm oil prices and higher sales of consumer products and medium pack and bulk products.
improvement in net income is also expected from lower trade finance expenses with Wilmar guiding that net effective interest rates have likely peaked for the year.
Wilmar will continue to benefit from FUTURE RATE CUTS in BOTH USA and China
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
102986280 : watch this. Wilmar china listed subsidiary. Wilmar stake in this subsidiary is more than it's market cap. the rest of biz is free