$Wilmar Intl (F34.SG)$ 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...
$Tesla (TSLA.US)$ Chinese electric vehicles are proving popular outside the local market and are gaining ground not only in Europe but also in Australia. The MG4 became the country's best-selling EV in Oct. With nearly 1,500 units sold last month, the MG4 dethroned the Tesla Model Y, which managed just over 1,000 sales (down from nearly 1,500 a month before). In third place came the Model 3 with 422 sales, followed by the BYD Atto3 with 330 sales a...
$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 ...
ValueBull
OP
MyWorld
:
this dividend is conservative as borrowing cost is likely to decline going forward from rate cuts and China low interest rate environment
Trader No 103796387
:
It’s not a double bottom forming, rather a descending triangle, if you use a higher time frame. The higher time frame is always a stronger indicator than shorter time frame.
524773
:
sugar and palm oil and palm oil products can sell anywhere right? I would suppose only central kitchen and maybe animal feed is more dependent on China? central kitchen we don't know the metrics because it is currently a top secret according to management haha..
ValueBull
OP
524773
:
the main buyers of palm oil and sugar is China, India, Europe. China stands out because they are currently having a trade war with EU and Canada. The state companies that import edible oils are shifting to BRICS partners and members for resources due to their ability to settle trades in local currency and bypassing the USD
ValueBull
OP
524773
:
central kitchen is seen to be a sales channel for Wilmar to improve sales volume in the medium pack and bulk segment. But it is expected to turn EBITDA positive next year
524773
ValueBull
OP
:
I thought that since both palm oil and sugar price are good now.. means everyone (china is part of everyone or even if China doesn't want so much of these everyone except china wants) wanted these commodities so with or without stimulus the outlook is good for Q4 (I think it can be on par or better than q1 /q2). animal feed I haven't read much so I don't know if these ones depends on China consumption or actually also can sell anywhere else.. maybe china need more pork and soy beans is for them to eat? haha this one I anyhow imagine
524773
ValueBull
OP
:
heard this is a challenging market.. but also thought this idea is good if can take off.. not many people thought of doing this right? I think it is a good initiative. if can take off a lot of synergy with existing businesses.. plus now you have access to the very vast china end market
$Wilmar Intl (F34.SG)$$SATS (S58.SG)$$Yihai Kerry Arawana Holdings (300999.SZ)$ One business segment that is trading at ZERO DOLLAR VALUATION is the Central Kitchen and Catering Business of Wilmar Foods under Yihai Kerry. This is the same business which SATS is doing worldwide. Wilmar has invested strongly into the market over the past 3 years taking advantage of lower business and material cost. The food parks business will be a MULTIBAGGER for Wilmar just like Adani Wilmar was and reap extremely ...
$Wilmar Intl (F34.SG)$ 3Q results is the bottom for Wilmar and 4Q24 results will be fantastic because palm oil prices has ran up 20% compare to the lows in the first half of the year the dip is worth buying because of multiple growth drivers coming in to Wilmar $Yihai Kerry Arawana Holdings (300999.SZ)$will revert back to higher sales volume in the 4Q from seasonal effect while China stimulus next week will provide major upside to all chinese stocks
$Wilmar Intl (F34.SG)$ 3Q results are resilient and confirms that the company IS TURNING AROUND. 4Q profit will be up on higher Palm Oil and sugar profitability and higher topline growth from$Yihai Kerry Arawana Holdings (300999.SZ)$ Chinese government stimulus measures to boost consumption just started to kick in and will provide additional tailwinds to Wilmar
7
5
Report
524773
:
wah bro so push wilmar.. hope the market agree with you on Friday haha
ValueBull
OP
524773
:
the market doesn't understand the numbers. it's quite clear cut that the current dividend yield of 5.3% is probably the most attractive it has ever been for investors. there is also strong growth upside as earnings has bottomed out for this year.
$Wilmar Intl (F34.SG)$ Palm Oil Prices has hit a new 52weeks high above 4500rm/mt This will translate into an incremental profit earnings for Wilmar Palm oil of around 15-20% Wilmar dividend yield of 5.3% is sustainable going forward at current price $Golden Agri-Res (E5H.SG)$has been moving up steadily but Wilmar is a laggard. also a reminder that the Market Capitalisation of Wilmar is WAY BELOW ITS LISTED SUBSIDIARY$Yihai Kerry Arawana Holdings (300999.SZ)$
How the Six-Day China Rally Stacks Up to Other Major Market Events* Fueled by aggressive economic stimulus package, an amazing run-up occurred in China equities ahead of PRC National Day. The streak continued when the market reopened after a one-week break. On October 8th, 4,976 stocks opened up by 9% or more; only 5 stocks opened down. All in all, benchmark index CSI300 posted a 32% gain in SIX trading DAYs. The amount of time taken for the US market to rebound 3...
10baggerbamm
102329055
:
are you kidding me I got news for you if China does not stimulate again the economy in a very big way Monday you're going to lose BIG%, it's going to be a gap down before you can even get out. if they do this monster gargantuan stimulus that's was supposedly going to happen on Monday if they do that on Saturday then it's an enormous Gap up on Monday morning it won't be as high as the last leg up the first time and that's because the first time you had huge shorts in the marketplace but you will see about a 50% retracement of what the former high was to the recent sell off the lows this week
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...
Chinese electric vehicles are proving popular outside the local market and are gaining ground not only in Europe but also in Australia. The MG4 became the country's best-selling EV in Oct. With nearly 1,500 units sold last month, the MG4 dethroned the Tesla Model Y, which managed just over 1,000 sales (down from nearly 1,500 a month before).
In third place came the Model 3 with 422 sales, followed by the BYD Atto3 with 330 sales a...
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 ...
PBOC head vows to boost China countercyclical monetary measures
THERE WILL BE CHINA STIMULUS TO BOOST CONSUMPTION.
One business segment that is trading at ZERO DOLLAR VALUATION is the Central Kitchen and Catering Business of Wilmar Foods under Yihai Kerry.
This is the same business which SATS is doing worldwide. Wilmar has invested strongly into the market over the past 3 years taking advantage of lower business and material cost. The food parks business will be a MULTIBAGGER for Wilmar just like Adani Wilmar was and reap extremely ...
3Q results is the bottom for Wilmar and 4Q24 results will be fantastic because palm oil prices has ran up 20% compare to the lows in the first half of the year
the dip is worth buying because of multiple growth drivers coming in to Wilmar
$Yihai Kerry Arawana Holdings (300999.SZ)$ will revert back to higher sales volume in the 4Q from seasonal effect while China stimulus next week will provide major upside to all chinese stocks
3Q results are resilient and confirms that the company IS TURNING AROUND. 4Q profit will be up on higher Palm Oil and sugar profitability and higher topline growth from $Yihai Kerry Arawana Holdings (300999.SZ)$
Chinese government stimulus measures to boost consumption just started to kick in and will provide additional tailwinds to Wilmar
Palm Oil Prices has hit a new 52weeks high above 4500rm/mt
This will translate into an incremental profit earnings for Wilmar Palm oil of around 15-20%
Wilmar dividend yield of 5.3% is sustainable going forward at current price
$Golden Agri-Res (E5H.SG)$ has been moving up steadily but Wilmar is a laggard.
also a reminder that the Market Capitalisation of Wilmar is WAY BELOW ITS LISTED SUBSIDIARY $Yihai Kerry Arawana Holdings (300999.SZ)$
Fueled by aggressive economic stimulus package, an amazing run-up occurred in China equities ahead of PRC National Day. The streak continued when the market reopened after a one-week break.
On October 8th, 4,976 stocks opened up by 9% or more; only 5 stocks opened down. All in all, benchmark index CSI300 posted a 32% gain in SIX trading DAYs.
The amount of time taken for the US market to rebound 3...
$Shanghai Baosight Software (600845.SH)$
$Unisplendour Corporation (000938.SZ)$
$iSoftStone Information Technology (301236.SZ)$
$Jiangsu Hoperun Software (300339.SZ)$
$Thunder Software Technology (300496.SZ)$
...
No comment yet