Community Group Buying
- 1028.662
- -18.434-1.76%
Market Closed Dec 13 15:00 CST
1051.530High1024.796Low
1032.301Open1047.096Pre Close52.39MlotVolume14Rise174.87P/E (Static)36.62BTurnover--Flatline174.87P/E (TTM)397.30BFloat Cap27Fall11.09%Turnover Ratio
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...
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...
the investment bankers who shorted Wilmar will soon be scolded by their clients for selling structured products that forces losses in exchange for high yield
$Yihai Kerry Arawana Holdings (300999.SZ)$
closing the valuation gap with a margin of safety implies A target price of $3.75 for Wilmar
The substantial shareholder Kuok has benn consistently buying over the past year
No comment yet