Food and Drink Concept (BK0652) Stock Price, News, Quotes

1408.265
+14.238+1.02%

Not Open Jan 17 15:00 CST

1414.376High1382.518Low

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ValueBull

Dec 11, 2024 22:52

$Wilmar Intl (F34.SG)$
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...

ValueBull

Nov 6, 2024 07:52

$Wilmar Intl (F34.SG)$ $Yihai Kerry Arawana Holdings (300999.SZ)$
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 ...

Earnings flood from China's stocks: Is a turnaround on the horizon?

ValueBull

Nov 5, 2024 20:04

$Wilmar Intl (F34.SG)$ $Yihai Kerry Arawana Holdings (300999.SZ)$
PBOC head vows to boost China countercyclical monetary measures
THERE WILL BE CHINA STIMULUS TO BOOST CONSUMPTION.

Earnings flood from China's stocks: Is a turnaround on the horizon?

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..

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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

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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

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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

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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

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CHFANTA

Oct 31, 2024 20:39

update, ....should derisk before the earnings ..... damn . 10% gone like that

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ValueBull

Oct 31, 2024 20:32

$Wilmar Intl (F34.SG)$ $SATS (S58.SG)$ $Yihai Kerry Arawana Holdings (300999.SZ)$
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 ...