ValueBull
voted
Hi mooers!
$Alibaba (BABA.US)$ is releasing its Q2 FY2025 earnings on November 15 before the bell. Unlock insights with BABA Earnings Hub>>
Amid Trump victory, Chinese stocks and ETFs are sliding, as higher tariffs are anticipated. $Alibaba (BABA.US)$'s share price has been dropping ever since its peak of $308 per share in 2020. In the wake of recent Double 11 Shopping Festival competition in China, what outlook will Alibaba's man...
$Alibaba (BABA.US)$ is releasing its Q2 FY2025 earnings on November 15 before the bell. Unlock insights with BABA Earnings Hub>>
Amid Trump victory, Chinese stocks and ETFs are sliding, as higher tariffs are anticipated. $Alibaba (BABA.US)$'s share price has been dropping ever since its peak of $308 per share in 2020. In the wake of recent Double 11 Shopping Festival competition in China, what outlook will Alibaba's man...
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ValueBull
commented on
$Wilmar Intl (F34.SG)$ $First Resources (EB5.SG)$ $Golden Agri-Res (E5H.SG)$
Who are the beneficiaries of HIGH CPO PRICES? Look at the YIELDS as disclosed in their annual reports.
Wilmar CPO yield = 21MT/ Hectare
Golden Agri CPO yield = 5.4MT/ Hectare
First Resources CPO yield = 18.4MT / Hectare
Genting Plantations 17.6MT/ Hectare
Wilmar has the highest yields of all SGX listed plantation counters due to constant replanting to maintain the primeness and young age of their plantation
Who are the beneficiaries of HIGH CPO PRICES? Look at the YIELDS as disclosed in their annual reports.
Wilmar CPO yield = 21MT/ Hectare
Golden Agri CPO yield = 5.4MT/ Hectare
First Resources CPO yield = 18.4MT / Hectare
Genting Plantations 17.6MT/ Hectare
Wilmar has the highest yields of all SGX listed plantation counters due to constant replanting to maintain the primeness and young age of their plantation
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$Wilmar Intl (F34.SG)$
Should SGX regco step in to investigate the traders and market makers who could be naked shorting this counter?
Should SGX regco step in to investigate the traders and market makers who could be naked shorting this counter?
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ValueBull
liked and commented on
$Wilmar Intl (F34.SG)$
65% of Wilmar's 231k Hectare plantation is Prime and 19% of it is young below the age of 6years
Consistent replanting will put Wilmar at an advantage over it's peers
65% of Wilmar's 231k Hectare plantation is Prime and 19% of it is young below the age of 6years
Consistent replanting will put Wilmar at an advantage over it's peers
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ValueBull
commented on
$Wilmar Intl (F34.SG)$ wake up leh. CPO prices more than 5k ringgit liao. Sibei useless
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$Wilmar Intl (F34.SG)$ $First Resources (EB5.SG)$
Plantation counters are likely to be in focus this week as Palm oil continues to make new highs.
market is waking up and realising that CPO supply is not as high as thought.
soybean oil has also hit up higher
Plantation counters are likely to be in focus this week as Palm oil continues to make new highs.
market is waking up and realising that CPO supply is not as high as thought.
soybean oil has also hit up higher
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$Wilmar Intl (F34.SG)$ $First Resources (EB5.SG)$
key beneficiaries of higher CPO prices
wilmar's plantation profile is relatively young compared to $Golden Agri-Res (E5H.SG)$ and is more productive
key beneficiaries of higher CPO prices
wilmar's plantation profile is relatively young compared to $Golden Agri-Res (E5H.SG)$ and is more productive
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$Wilmar Intl (F34.SG)$ $Yihai Kerry Arawana Holdings (300999.SZ)$
expect Wilmar to move up another 10% from here to match the upside from from YKA
expect Wilmar to move up another 10% from here to match the upside from from YKA
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$Wilmar Intl (F34.SG)$
rate cuts are good for Wilmar. both US and China cutting rates!
rate cuts are good for Wilmar. both US and China cutting rates!
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