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

ValueBull : some of the other analyst have no idea what they are talking about and are projecting wilmar's results based on past earnings. they have no understanding of wilmar's business

♤方展博♤ : The hunger for sugar continues. Europe & US are  the top consumers of sugar.

524773 OP ♤方展博♤ : it wasnt quite high in the previous 6 months period. it is high enough now the sugar price

ValueBull ♤方展博♤ : India as well