$Wilmar Intl (F34.SG)$ Big opportunity for$Yihai Kerry Arawana Holdings (300999.SZ)$to capture upside from recent big stimulus announcement focusing on consumption demand. Chinese government made it clear that retail infrastructure upgrades and higher consumption of goods are necessary to achieve GDP targets. boosting of minimum wages is great for food and consumer goods businesses we could see an increase of 20% in net incomes for Wilmar t...
$Wilmar Intl (F34.SG)$ 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...
$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
OPMyWorld
:
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
OP524773
:
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
OP524773
:
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
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524773
:
wah bro so push wilmar.. hope the market agree with you on Friday haha
ValueBull
OP524773
:
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$Yihai Kerry Arawana Holdings (300999.SZ)$
Big opportunity for $Yihai Kerry Arawana Holdings (300999.SZ)$ to capture upside from recent big stimulus announcement focusing on consumption demand.
Chinese government made it clear that retail infrastructure upgrades and higher consumption of goods are necessary to achieve GDP targets.
boosting of minimum wages is great for food and consumer goods businesses
we could see an increase of 20% in net incomes for Wilmar t...
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 $Yihai Kerry Arawana Holdings (300999.SZ)$
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