$Wilmar Intl (F34.SG)$ $First Resources (EB5.SG)$ $Golden Agri-Res (E5H.SG)$
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?
1
$Wilmar Intl (F34.SG)$
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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2
$Wilmar Intl (F34.SG)$ $First Resources (EB5.SG)$
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
4
$Wilmar Intl (F34.SG)$ $First Resources (EB5.SG)$
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
1
$Wilmar Intl (F34.SG)$ $Yihai Kerry Arawana Holdings (300999.SZ)$
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
2
$Wilmar Intl (F34.SG)$
rate cuts are good for Wilmar. both US and China cutting rates!
rate cuts are good for Wilmar. both US and China cutting rates!
1
$Wilmar Intl (F34.SG)$ $Yihai Kerry Arawana Holdings (300999.SZ)$
This could be the double bottom formation on the charts that the traders need to go for a big move.
At present, Wilmar has been shorted down indiscriminately. Big China stimulus to promote consumption will result in a power 4Q. This is important because Chinese New Year is in January next year and orders have to be front loaded a month earlier
All in, the dividend is likely to be unchanged and Wilmar will have more than enough free ...
This could be the double bottom formation on the charts that the traders need to go for a big move.
At present, Wilmar has been shorted down indiscriminately. Big China stimulus to promote consumption will result in a power 4Q. This is important because Chinese New Year is in January next year and orders have to be front loaded a month earlier
All in, the dividend is likely to be unchanged and Wilmar will have more than enough free ...
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3
$Wilmar Intl (F34.SG)$
at this rate of persistent cheap valuations, other giant conglomerates that is eyeing an expansion in China and Asia could be considering making a takeover offer for Wilmar. Companies like $PepsiCo (PEP.US)$ $Mondelez International (MDLZ.US)$ are likely prime candidates to integrate wilmar's market share into their business
at this rate of persistent cheap valuations, other giant conglomerates that is eyeing an expansion in China and Asia could be considering making a takeover offer for Wilmar. Companies like $PepsiCo (PEP.US)$ $Mondelez International (MDLZ.US)$ are likely prime candidates to integrate wilmar's market share into their business
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ValueBull OP : need to add in bumitama Agri at 20.3MT / Hectare. quite close to Wilmar also