$Alibaba (BABA.US)$ $Wilmar Intl (F34.SG)$ $HAIDILAO (06862.HK)$
China's government is determined to boost domestic consumption vigorously. consumer stocks are going to the moon 🚀🚀🚀🚀
China's government is determined to boost domestic consumption vigorously. consumer stocks are going to the moon 🚀🚀🚀🚀
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$Wilmar Intl (F34.SG)$
Wilmar is also expected to book a gain of between US$200-250m on its expected disposal of a minor stake in Adani Wilmar to comply with free float requirements
Wilmar is also expected to book a gain of between US$200-250m on its expected disposal of a minor stake in Adani Wilmar to comply with free float requirements
$Wilmar Intl (F34.SG)$
These are FACTS for $Yihai Kerry Arawana Holdings (300999.SZ)$
- 4Q results will be better than 3Q due to ramped up orders for festive season in China
- Higher wholesale and retail volumes expected
- Food prices have recently been repriced upwards to accommodate higher demand
- China's continued efforts to promote Tourism and extend visa free period will translate to higher demand for food products for whole country. Wilmar China is the leading industry brand and is poised...
These are FACTS for $Yihai Kerry Arawana Holdings (300999.SZ)$
- 4Q results will be better than 3Q due to ramped up orders for festive season in China
- Higher wholesale and retail volumes expected
- Food prices have recently been repriced upwards to accommodate higher demand
- China's continued efforts to promote Tourism and extend visa free period will translate to higher demand for food products for whole country. Wilmar China is the leading industry brand and is poised...
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$Wilmar Intl (F34.SG)$ $Hang Seng Index (800000.HK)$
China Stimulus Announcement is due by end of today. Wilmar has high short interest and a sudden covering of position could see Wilmar moving back to $3.33
China Stimulus Announcement is due by end of today. Wilmar has high short interest and a sudden covering of position could see Wilmar moving back to $3.33
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$Wilmar Intl (F34.SG)$
CPO prices have been forecasted to maintain above 5000MYR/MT for 2025. upstream earnings will boost wilmar's bottomline.
China stimulus and focus on domestic consumption will be extremely favourable to Wilmar's downstream catering, food supplies and retail distribution or edible oils.
earnings expected to surprise on the upside
CPO prices have been forecasted to maintain above 5000MYR/MT for 2025. upstream earnings will boost wilmar's bottomline.
China stimulus and focus on domestic consumption will be extremely favourable to Wilmar's downstream catering, food supplies and retail distribution or edible oils.
earnings expected to surprise on the upside
$Wilmar Intl (F34.SG)$ $First Resources (EB5.SG)$ $Golden Agri-Res (E5H.SG)$
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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$Wilmar Intl (F34.SG)$
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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$Wilmar Intl (F34.SG)$ $First Resources (EB5.SG)$
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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ValueBull OP Thelord : there is policy action. are you living under a rock?
1) cut in RRR
2) CUT IN LPR
3) REFINANCING OF 12TRILLION RMB IN HIDDEN DEBT
4) REMOVAL OF ALL RESTRICTIONS IN PROPERTY MARKET
5) STATE BANK RECAPITALISATION PLAN
6) CUT IN MORTGAGE RATES
7) 300B FINANCIAL LINES AVAILABLE FOR SHARE BUYBACKS
ValueBull OP 102208669 : there is already evidence the measures taken by China and the provincial authorities are working. the latest PMI and CPI reading was stronger than expected
ValueBull OP 104664393 : I assure you Wilmar 4Q results will be better than 3Q results. if you day trading, suggest you see my previous posting on Wilmar price suppression by market makers with high short selling. a short squeeze can only happen if somebody buys up till 3.10 and force shorties to cover
ValueBull OP 104664393 : looking at the way the price is artificially suppressed, probably have to wait in the new year. or if any funds got the balls to create a short squeeze