Posted by s466466 > 2012-02-10 22:46 | Report Abuse

can buy?

Posted by benson911 > 2012-06-11 22:18 | Report Abuse

Enter around 3.5???

Posted by hongche > 2012-07-06 13:40 | Report Abuse

WILMAR INTERNATIONAL LIMITED
Last: 3.650
Change: -0.030
Volume ('000): 2,553
Change (%): -0.82
Price Range: 3.630 - 3.660
Register Here For Free Tips: http://sgx-nifty-live.blogspot.in/

Posted by benson911 > 2012-07-10 13:40 | Report Abuse

Citigroup upgraded palm oil firm Wilmar International to ’buy’ from ’neutral’, citing cheap valuations but cut its target price to $4.80 from $5.30 to reflect lower 2012 earnings.

Posted by jc_ooi > 2012-07-11 13:05 | Report Abuse

I prefer Golden Agri Resources. OCBC price target $0.81, it is at strong move.

http://sgx.i3investor.com/quoteservlet.jsp?sa=ss&q=GoldenAgr

Posted by 333a110 > 2012-07-12 13:35 | Report Abuse

Don't know 2nd quarter result how.
If result is good, will definitely bring back confidence.

Anyone know anything please?

Posted by jc_ooi > 2012-07-12 17:48 | Report Abuse

Em, just did some search but don't see any news abt the 2Q result. However, since it is at historical low, a little good news will help :) Let's keep an eye on it.

Posted by benson911 > 2012-07-12 20:10 | Report Abuse

Buy when market in fear?

Posted by jc_ooi > 2012-07-13 10:26 | Report Abuse

The main reason of Wilmar's profit dropped was due to the over-capacity of Soybean crushing plant in China due to tight supply of world Soybean production. The supply of world Soybean is getting tight for the coming quarter.

I believe Wilmar's profit will be impacted for Q2 2012 as well.

Posted by 333a110 > 2012-07-13 10:35 | Report Abuse

.......
Prices for soybeans and soybean meal for 2012/13 are raised this month. The U.S. season
average soybean price is projected at $13.00 to $15.00 per bushel, up $1.00 on both ends of the
range. Soybean meal prices are projected at $365 to $395 per short ton, up $30 on both ends of
the range. The soybean oil price projection is unchanged at 52.5 to 56.5 cents per pound.
.......

For more (wheat, durum, other
spring wheat, barley, oats, rice, corn, sorghum, soybeans, and cotton) check out :

http://www.usda.gov/oce/commodity/wasde/latest.pdf

Posted by 333a110 > 2012-07-13 11:13 | Report Abuse

....
Ending stocks for 2012/13 are projected at 145 million bushels, down 65 million from 2011/12, leaving the stocks-to-use ratio at a historically low 4.4 percent. The US season-average soybean price for 2012/13 is projected at $12.00 to $14.00 per bushel compared with $12.35 per bushel in 2011/12. Soybean meal prices are forecast at $335 to $365 per short ton, compared with $360. Soybean oil prices are projected at 52.5 to 56.5 cents per pound compared with 53.5 cents for 2011/12.
......

Check here too:

http://www.thepoultrysite.com/reports/?category=2&id=466

Posted by jc_ooi > 2012-07-13 14:05 | Report Abuse

Hi 333a110, very useful information, thanks. We understand Wilmar is a good company and we hope once the Soybean production increased, Wilmar's soybean plant will be utilized at full capacity.

I have added Wilmar to my watchlist and will check it out from time to time.

Posted by hongche > 2012-07-13 17:47 | Report Abuse

Wilmar International Limited:-
Last: 3.550
Change: +0.57%
Volume('000): 5,334
PriceRange: 3.520 - 3.570
Get Best Live Singapore News, SGX Picks, Forx Recommendations For FREE...Register Here NOW: http://sgx-nifty-live.blogspot.in/

Posted by hongche > 2012-07-13 18:08 | Report Abuse

It was Recommended to BUY UP Wilmar as:-
Last Price: 3.550
Change: +0.220
& Price Range: 3.520 - 3.570

Posted by jack_ng > 2012-07-17 10:09 | Report Abuse

Soy Bean Production in US impacted.

US: Worst-in-generation drought dims farm economy hopes
A worst-in-a-generation drought from Indiana to Arkansas to California is damaging crops and rural economies and threatening to drive food prices to record levels. Agriculture, though a small part of the US$15.5trn economy, had been one of the most resilient industries in the past three years as the country struggled to recover from the recession. The Department of Agriculture declared July 11 that more than 1,000 counties in 26 states are natural-disaster areas, the biggest such declaration ever. The designation makes farmers and ranchers in affected counties'about a third of those in the entire country'eligible for low-interest loans to help manage the drought, wildfires or other disasters. (Bloomberg)

Posted by jc_ooi > 2012-07-18 13:04 | Report Abuse

- Last week, Bloomberg reported that soybean crushers in China are buying more domestic supplies of soybean from state auctions after the cost of imports surged on the back of the drought in the US.

- In two sales of local soybeans last week, crushers bought 99% of the 394,500 tonnes of soybeans offered. This was the highest take-up rate since 2010.

- Soybean crushers bought more local soybeans this time around as the prices were lower than international prices. In the past, domestic prices of soybean in the auctions had always been higher than international prices.

- Bloomberg reported that the average price fetched in the auctions last week was 4,002 yuan per tonne (US$634/tonne) compared with the current price of 4,570 yuan per tonne (US$723/tonne).

- With the increase in the sale of domestic soybean by the Chinese government, it was also reported that importers would buy less soybean from the US. In the first five months of the year, China's imports of soybeans rose 15.6% YoY.

- We believe that the sale of soybean from state reserves at low prices would provide soybean crushers like Wilmar International with temporary relief.

- Soybean crushers in China have been facing challenging operating conditions due to the rise in soybean prices and difficulties in increasing selling prices of soymeal and oil.

- In addition to this, there has been an overcapacity in the soybean crushing industry in China.

- It is estimated that the total soybean crushing capacity in China was 110mil tonnes as at end-2011 versus the actual amount crushed of 50mil to 60mil tonnes.

- It remains to be seen if Wilmar's soybean crushing and refining division would record a smaller pre-tax loss in 2QFY12 compared with US$52.5mil in 1QFY12. The group is due to release its 2QFY12 results before or on 15 August 2012.

- We are maintaining our positive stance on the plantation sector. We reckon that CPO prices would be supported by surging soybean oil prices and positive demand for palm oil.

Source: AmeSecurities

http://klse.i3investor.com/blogs/journeytowealth88/14458.jsp?tag=y

Posted by 333a110 > 2012-07-20 08:40 | Report Abuse

New news on soybeans :

........ Corn and soybean traders are bullish for a 13th consecutive week on mounting concern that yields will keep dropping amid the worst U.S. drought in a half century.
Twenty analysts surveyed by Bloomberg expect soybeans to climb next week, after reaching a record yesterday. A further five were bearish and three neutral. Nineteen predicted gains in corn, five saw a decline and three anticipated little change. Hedge funds are holding the biggest bet on rising soybeans since the beginning of May and the largest wager on corn since April, U.S. Commodity Futures Trading Commission data show.....

For complete article:

http://www.bloomberg.com/news/2012-07-19/crop-traders-extend-bullish-streak-on-u-s-drought-commodities.html

Posted by cliang > 2012-07-27 13:30 | Report Abuse

Any expert here to share on the sharp drop? Enter now?

Posted by benson911 > 2012-07-27 13:53 | Report Abuse

Just check here,

http://uk.reuters.com/article/2012/07/27/markets-singapore-stocksnews-sti-idUKL4E8IR0VV20120727

Posted by benson911 > 2012-07-27 13:54 | Report Abuse

I thought enter at ard 3.40 is low alr, who knw price getting lower n lower,so hard to predict stock indeed.

Posted by manman > 2012-08-14 14:00 | Report Abuse

going up

Posted by 333a110 > 2012-08-14 16:32 | Report Abuse

If result out tonite is abt same like noble = more upside potential; otherwise, sry lah.

Posted by cliang > 2012-08-14 19:04 | Report Abuse

Tomorrow going to be crazy

Posted by moven00 > 2012-08-14 23:40 | Report Abuse

Haiyah, mana Eh Kee Siao....open fire burn the house nia la.
Tomolo got some people's wealth going to burn up in ashes.
Let's sit and watch the drama....

Genting SP almost broke Liao, no fun already. Now we must burn a new house called Wilmar....

Posted by benson911 > 2012-09-11 17:26 | Report Abuse

Lousy stock, sell sellllll

Posted by scimitar > 2012-09-12 04:32 | Report Abuse

Hi benson911, Wilmar will take long time to come back up...Don't see any recovery plan in the near term. But it still have potential,,,,

Posted by benson911 > 2012-09-12 13:48 | Report Abuse

Hi Scimitar, wat price u think can enter, 2.5? Thx a lot.

Posted by Y2016 > 2012-09-12 14:43 | Report Abuse

do not think Wilmar will drop below its book value, so $2.5 seems not possible

Posted by moven00 > 2012-09-13 22:43 | Report Abuse

yehhhhhh.....drop somemore. Now seat tight, get our money ready. slowly buy in.....
No rush, its time we slowly follow wilmar movement.
*Remember Good stock will one day recover. If we are long term investor, emmmm....why not buy and keep Wilmar?
*Try not to lose your money in investment. That is important.

Posted by manman > 2012-09-14 16:38 | Report Abuse

waht happened to this shares? up so much today...

Posted by mujihero > 2012-09-17 00:15 | Report Abuse

share buy back!!! It is deep in value now!!!

Posted by sh2383jbt > 2012-10-24 23:15 | Report Abuse

Agreed with moven00, slowly accumulate Wilmar at this time, it is long term counter, one day sure recover back. But dividend a bit stingy...haha...cheers

Posted by moven00 > 2012-11-15 00:17 | Report Abuse

Now this round must wait further for second round collection. I have sold half. Waiting for it tocome down further...looking at 2++ this round. Then slowly start to move in...

Posted by Stephen Lee > 2012-11-23 02:32 | Report Abuse

Results not so good as extra ordinary loss on FX siphoned off a big junk of profits. If buy.....buy for long term as it is bottoming out....not so soon (probably within 3 to 8 months time)

Happy investing

Posted by moven00 > 2013-01-02 16:02 | Report Abuse

Ole Ole Ole...... Sold all my Wilmar 3.48 today. Yeahhhhh!!!

Posted by davesingh > 2013-01-03 09:15 | Report Abuse

too bad Moven00 you sold wilmar.. its up again so much today.. and its going up much much more.. you remember you call me bodoh singh.. who is bodoh now @moven00.. i am laughing at you!!!!

Posted by passerby > 2013-01-03 15:45 | Report Abuse

davesingh is at SGX also :)

Posted by Edward Lee > 2013-01-03 16:31 | Report Abuse

I think Wilmar will be profitable if keep for 3 to 5 years. Anticipate double fold gain from Wilmar.

Posted by passerby > 2013-01-03 16:41 | Report Abuse

double fold within the duration of 3-5years ?

Posted by Edward Lee > 2013-01-03 17:05 | Report Abuse

Just my anticipation, palm oil sector has been in harsh time for some time, it's good to hold it now and wait for range bound for palm oil price. But only patience will pay.

Posted by passerby > 2013-01-03 17:34 | Report Abuse

edward lee: are you a malaysian or singaporean ? :)

Posted by Edward Lee > 2013-01-03 19:57 | Report Abuse

Msian, anything?

Posted by passerby > 2013-01-03 22:02 | Report Abuse

no la, just asking only coz this is STI version, thought will find some Singaporean around this forum :)

didn't see you do any posting on KLSE forum ? nice to meet you anyway. i'm a M'sian also

looks like this i3 site got a lot active malaysian members

Posted by Edward Lee > 2013-01-03 22:23 | Report Abuse

Nice to meet you too. No, I never post anything, just give some comments and opinions here. Ya quite a lot Msians using i3 for discussion, but I think most of them are short term trader rather than value investor.

Posted by alex90gray > 2013-08-26 15:59 | Report Abuse

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Posted by Peter Chen > 2013-08-30 14:22 | Report Abuse

Corporate Princess 5 : Kuok Hui Kwong & Robert Kuok succession planning
企业公主系列5 : 郭鹤年女儿郭惠光及新人事部署

http://aseantradinglink.blogspot.com/2013/08/corporate-princess-5-kuok-hui-kwong.html

Posted by Peter Chen > 2013-09-23 10:46 | Report Abuse

Robert Kuok succession planning crisis 2
传郭家三房争产1220亿
http://aseantradinglink.blogspot.com/2013/09/robert-kuok-succussion-planning-crisis-2.html

Posted by Peter Chen > 2014-01-06 12:50 | Report Abuse

What happen in 2013
2013年最资深有经验美丽的企业公主
http://aseantradinglink.blogspot.com/2014/01/what-happen-in-2013.html

Posted by alex2012 > 2014-02-19 09:20 | Report Abuse

Wilmar go...go...go...

Posted by michelle zheng > 2014-02-21 17:18 | Report Abuse

Singapore's Wilmar Intl. Gains On Shree Renuka Offer