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Latest Forum Topics / Wilmar Intl    Last:3.05    -0.01  Post Reply
Wilmar - Watch for a Strong Rally to Come!
Share^Warrior
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20-Nov-2013 12:43     
 
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danytan
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20-Nov-2013 11:04     
 
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Yells: "Up up and away!"
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its gd to have diverse views in a forum like this. keeps us traders on our toes.


  decide who u want to believe but everyone entitled to share his views.

  of course dyodd.

just my thoughts.
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rayyeo
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20-Nov-2013 11:03     
 
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I strongly agreed.

This is just a small kah jiang puteh pull back.

Good time to go in.

 

ynnek1267      ( Date: 20-Nov-2013 10:56) Posted:

The pull down was done one short from 3.61 to 3.57 with low volume. It doesn't mean anything to current overall uptrend formation. Shall slowly move back to 3.6

camukaba      ( Date: 20-Nov-2013 10:50) Posted:

There seems to be a pullback now (3.58). Is it a good opportunity to enter?


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ynnek1267
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20-Nov-2013 10:56     
 
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 Alert Admin 		The pull down was done one short from 3.61 to 3.57 with low volume. It doesn't mean anything to current overall uptrend formation. Shall slowly move back to 3.6

camukaba      ( Date: 20-Nov-2013 10:50) Posted:

There seems to be a pullback now (3.58). Is it a good opportunity to enter?

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alycone29
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20-Nov-2013 10:54     
 
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honestly speaking for now, it is a good price to enter..

 

but do look it up on your own..

camukaba      ( Date: 20-Nov-2013 10:50) Posted:

There seems to be a pullback now (3.58). Is it a good opportunity to enter?

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camukaba
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20-Nov-2013 10:50     
 
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 Alert Admin 		There seems to be a pullback now (3.58). Is it a good opportunity to enter?
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Lazyposter
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20-Nov-2013 10:17     
 
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 Alert Admin 		This Metaltrader chap is quite funny and amusing.
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rayyeo
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20-Nov-2013 10:14     
 
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I think reply him is as good as talking to a cow.

'Dui Niu Tan Qin'

He just simply can't get it.....

ynnek1267      ( Date: 20-Nov-2013 09:39) Posted:



Wahahahahahahhah!!!!!!!!!!!!! You seem like don't know about financial balance sheet and don't know the business model of a commodity stock but making so much noise. Wahahahahaa

PE is the lower the better is.

Wilmar has yearly revenue of 45 Billion

yearly profit of 1.3Billion

Current liability of 25 Billion and current asset of 27billion, their net current asset is 2billion.  These current liability has to settle within a year. Therefore, after settle a year 2 billion gross profit is  expected roughly (of course have to minus interest, finance expense and etc lah.) To wilmar commodity  company and simplify it, current asset, current liability and net current asset is those borrowing of  purchasing of   raw material and consumable item  and the money they are going to receive for their product like oil, sugar, flour, soybean meal and etc

Non current liability of 5 billion and non current asset of 13 billion. To wilmar, this is those bank borrowing for plants, facilities, factory and the actual asset they have for those running the business

2.065 Biillion of term loan is kacang to Wilmar. Term loan may be for some other purpose which we kacang shareholder will never know. Just mid of this year, Wilmar purchased 1 month future sugar stock from open market at 16 dollar per ton. Let's say these 2.065 billion term loan is used to purchase the 16 dollar per ton sugar.  Recently, sugar shoot up to 19 dollar per ton If management decide to sell back to open sugar market instead of packaging it and sell to downstream customer like us. Wilmar has direct profit of 15% of these 2.065billion. 15% profit minus administration fee and term loan interest and return the term loan amount back to bank. The amount of profit is huge. So the term loan 2 billion to Wilmar is nothing. With strong balance sheet that Wilmar has, a lot of bank is willing to borrow the money to term with low interest due to low risk of default!!!

When other china soybean crusher lose money in soybean crushing in 2012 till don't dare to take the good arrived in port. Wilmar management manage to buy the soy bean at right time and breakeven their soy bean crush division has proven that they have the strongest and experience team who know how to evaluate the market and purchase the raw material at right timing to maximise the profit. Soybean is good example in last year. Sugar purchased in 2013 is another good example.

This is how Wilmar perform. They are one of the best commodity sotck company and maintain continually growth in capacity at bad time only the low  price of the product drag down the revenue. In last 2 years, when market is bad, product price is low and share price drop, wilmar manage to bring up capacity. What happen in next 2 years, product price rising, with the grown capacity, the revenue will grow tremendously.

What happen now is we see the price of CPO grow from RM 2200 to 2600, just for the palm oil and processing division, we can expect a rough 10% revenue growth in 2014 if CPO price maitnain 2500 and above and this is the average price analyst give to the market!!!

 

MetalTrader      ( Date: 19-Nov-2013 23:47) Posted:

Wilmar: Syndicated Term Loan Facility Upsized From US$1.5 Billion To US$2.065 Billion. (DEBTS)
If PE is so high, why will there be such a high rate of DEBTS?

PE as indicator, or DEBTS? (To argue financial strength)
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tonylim
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20-Nov-2013 10:07     
 
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 Alert Admin 		I can understand why MetalTrader is behaving in this manner.... he is a scrap metal trader loh... simplistic and like auntie buiying  fish in the market

ynnek1267      ( Date: 20-Nov-2013 09:49) Posted:



It is not my theory.

It is to simplify the majority of newbie trading model and YOU ARE ONE OF THEM!!!

WAHAHHAHAHAHAHAH

MetalTrader      ( Date: 20-Nov-2013 01:19) Posted:

We already have a mathematics theory (ynnek1267  )  who use in stock market. 
And i tell you he will have longer waiting time for Wilmar, based on his 1,2,3 theory. 
He will fail big not in wilmar, but in future because of his 1,2,3 theory.
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ynnek1267
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20-Nov-2013 09:49     
 
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It is not my theory.

It is to simplify the majority of newbie trading model and YOU ARE ONE OF THEM!!!

WAHAHHAHAHAHAHAH

MetalTrader      ( Date: 20-Nov-2013 01:19) Posted:

We already have a mathematics theory (ynnek1267  )  who use in stock market. 
And i tell you he will have longer waiting time for Wilmar, based on his 1,2,3 theory. 
He will fail big not in wilmar, but in future because of his 1,2,3 theory.


ynnek1267      ( Date: 19-Nov-2013 17:43) Posted:



At first, you didn't follow directors to buy in at 3.15. Your prediction is already not convincing. Because you practise

3.1, no no no, price is no attractive, I want 2.9

3.3, no no no, price is no attractive, I want 3.1

3.5, no no no, price is no attractive, I want 3.3

3.61, no no no, price is no attractive, I want 3.5.

3.8, no no no, price is no attractive, I want 3.6.

4, no no no, price is no attractive, I want 3.8.

............................

5, no no no, price is no attractive, I want 4.

............................................

6, no no no, price is no attractive, I want 5.

................................................

Wahahahahahaahahh!!!!!!!!!!!!!!

 


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ynnek1267
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20-Nov-2013 09:47     
 
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Wahahahahahahah!!!!!!!!!!

Wilmar market cap value is 23Billion.

Do you know how many zero? 23,000,000,000.

What is 7Million mean to Wilmar??? 7,000,000. Oh less 3 zero. Wahahahahaha!!!!!!

You will never know how much effort those fund manager push down wilmar price(23billion dollar!!!)  to earn from short and slowly clearing their short position and accummulate their share in past 2 year, now turn to long.

If you are still naive to think that we retailer even directors few thousand lots  can affect the share price movement, you are totally naive. Wahahahahahaha!!!!!!!!!!!

MetalTrader      ( Date: 20-Nov-2013 01:07) Posted:

If you are a buyer.
Supplier (7 Million wilmar) bought at $3.
Some Supplier bought a small quantity (20 wilmar) at $3.15.
Market is on a very high stage, " Thinking it will keep on a uptrend" .

What do you think is going to happen to sheeps that bought above $3.15?
Within a small timeframe, Wilmar Price will fall from $3.63 high. 

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Octavia
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20-Nov-2013 09:45     
 
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 Alert Admin 		Wilmar: technical alert. Extends recent gains after breaking out above the key $3.50 resistance-turned-support last wk. Now mid way to fulfilling the bowl shaped recovery pattern with a top at $3.90.
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ynnek1267
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20-Nov-2013 09:41     
 
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 Alert Admin 		3.64 now. Wahahahahahaha!!!!!!!!!!

MetalTrader      ( Date: 20-Nov-2013 00:48) Posted:

Not within 1 day, but will fall over a period of profit lock in & mass sell down.
The trend of $3.63 is definitely not sustainable, and will drop further.
Wilmar buy in will be lesser than $3.20.

MetalTrader      ( Date: 20-Nov-2013 00:46) Posted:

It will fall again, somewhere close to $3.20.


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ynnek1267
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20-Nov-2013 09:39     
 
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Wahahahahahahhah!!!!!!!!!!!!! You seem like don't know about financial balance sheet and don't know the business model of a commodity stock but making so much noise. Wahahahahaa

PE is the lower the better is.

Wilmar has yearly revenue of 45 Billion

yearly profit of 1.3Billion

Current liability of 25 Billion and current asset of 27billion, their net current asset is 2billion.  These current liability has to settle within a year. Therefore, after settle a year 2 billion gross profit is  expected roughly (of course have to minus interest, finance expense and etc lah.) To wilmar commodity  company and simplify it, current asset, current liability and net current asset is those borrowing of  purchasing of   raw material and consumable item  and the money they are going to receive for their product like oil, sugar, flour, soybean meal and etc

Non current liability of 5 billion and non current asset of 13 billion. To wilmar, this is those bank borrowing for plants, facilities, factory and the actual asset they have for those running the business

2.065 Biillion of term loan is kacang to Wilmar. Term loan may be for some other purpose which we kacang shareholder will never know. Just mid of this year, Wilmar purchased 1 month future sugar stock from open market at 16 dollar per ton. Let's say these 2.065 billion term loan is used to purchase the 16 dollar per ton sugar.  Recently, sugar shoot up to 19 dollar per ton If management decide to sell back to open sugar market instead of packaging it and sell to downstream customer like us. Wilmar has direct profit of 15% of these 2.065billion. 15% profit minus administration fee and term loan interest and return the term loan amount back to bank. The amount of profit is huge. So the term loan 2 billion to Wilmar is nothing. With strong balance sheet that Wilmar has, a lot of bank is willing to borrow the money to term with low interest due to low risk of default!!!

When other china soybean crusher lose money in soybean crushing in 2012 till don't dare to take the good arrived in port. Wilmar management manage to buy the soy bean at right time and breakeven their soy bean crush division has proven that they have the strongest and experience team who know how to evaluate the market and purchase the raw material at right timing to maximise the profit. Soybean is good example in last year. Sugar purchased in 2013 is another good example.

This is how Wilmar perform. They are one of the best commodity sotck company and maintain continually growth in capacity at bad time only the low  price of the product drag down the revenue. In last 2 years, when market is bad, product price is low and share price drop, wilmar manage to bring up capacity. What happen in next 2 years, product price rising, with the grown capacity, the revenue will grow tremendously.

What happen now is we see the price of CPO grow from RM 2200 to 2600, just for the palm oil and processing division, we can expect a rough 10% revenue growth in 2014 if CPO price maitnain 2500 and above and this is the average price analyst give to the market!!!

 

MetalTrader      ( Date: 19-Nov-2013 23:47) Posted:

Wilmar: Syndicated Term Loan Facility Upsized From US$1.5 Billion To US$2.065 Billion. (DEBTS)
If PE is so high, why will there be such a high rate of DEBTS?

PE as indicator, or DEBTS? (To argue financial strength)



ynnek1267      ( Date: 19-Nov-2013 22:53) Posted:

PE is 13 now!!
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Octavia
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20-Nov-2013 09:20     
 
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 Alert Admin 		Wilmar International Ltd jumped over 3 per cent to a nine-month high after Bank of America Merrill Lynch upgraded its recommendation on the stock, while Singapore's benchmark index snapped a three-day winning streak.

BofA Merrill Lynch said a recent call for tender by Indonesia's state oil company Pertamina to buy three million tonnes of biodiesel in 2014 triggered the upgrade to a" buy" rating and a lift in target price to S$5.00 from S$3.90.

" The latest biodiesel policy in Indonesia will benefit it greatly," BofA Merrill Lynch said in a note, but cautioned that quicker-than-expected rise in palm oil prices or a sharp decline in diesel price would pose risks.

Wilmar shares jumped as much as 3.4 per cent to a nine-month high of S$3.65, headed for their biggest daily gain in three months. Wilmar was the best performer on the index.
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ynnek1267
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20-Nov-2013 09:14     
 
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He don't know lower PE, the better it.

He also don't know why commodity stock  having such high debt.

Oldbird      ( Date: 20-Nov-2013 00:51) Posted:

Aiyoh God god U say wrongly u know? It should be if PE is so low why there be such a high debt . Not PE is so high.......high rate of debt. I a bit catch no ball just now u know luckily i got study some books.

MetalTrader      ( Date: 19-Nov-2013 23:47) Posted:

Wilmar: Syndicated Term Loan Facility Upsized From US$1.5 Billion To US$2.065 Billion. (DEBTS)
If PE is so high, why will there be such a high rate of DEBTS?

PE as indicator, or DEBTS? (To argue financial strength)
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tonylim
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20-Nov-2013 08:36     
 
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 Alert Admin 		MetalTader is just a joker. Dont take him seriously but take pity of him for missing the boats in this counter and many more

trading4living      ( Date: 20-Nov-2013 08:21) Posted:



Reason to hold wilmar.

1. Wilmar this year results are far better than last year.

2. Acquired 2 sugar companies so far this year. Consumar in april and shree renuka in the pipeline.

3. Partnership with keloggs

4. New biodiesel policy at indonesia to increase usage of B10.

 

We have been holding for so long and we should not let go when

the tree just started to bear fruits. 

Sealteam6      ( Date: 20-Nov-2013 07:25) Posted:

Companies never fail by taking a lot of debt, if thy do, first companies that will fail r the private equities. Thy fail bcos blood line is cut off, cash flow. To b able to have syndicate loans is a privelage, not many companies in spore, banks will b rushing to give them syndicate loans.
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trading4living
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20-Nov-2013 08:21     
 
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Reason to hold wilmar.

1. Wilmar this year results are far better than last year.

2. Acquired 2 sugar companies so far this year. Consumar in april and shree renuka in the pipeline.

3. Partnership with keloggs

4. New biodiesel policy at indonesia to increase usage of B10.

 

We have been holding for so long and we should not let go when

the tree just started to bear fruits. 

Sealteam6      ( Date: 20-Nov-2013 07:25) Posted:

Companies never fail by taking a lot of debt, if thy do, first companies that will fail r the private equities. Thy fail bcos blood line is cut off, cash flow. To b able to have syndicate loans is a privelage, not many companies in spore, banks will b rushing to give them syndicate loans.
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Sealteam6
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20-Nov-2013 07:25     
 
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 Alert Admin 		Companies never fail by taking a lot of debt, if thy do, first companies that will fail r the private equities. Thy fail bcos blood line is cut off, cash flow. To b able to have syndicate loans is a privelage, not many companies in spore, banks will b rushing to give them syndicate loans.
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MetalTrader
Senior
20-Nov-2013 01:19     
 
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Yells: "Let Your Ignorance Be Shown Tomorrow! ~ PredictorX"
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 Alert Admin 		We already have a mathematics theory (ynnek1267  )  who use in stock market. 
And i tell you he will have longer waiting time for Wilmar, based on his 1,2,3 theory. 
He will fail big not in wilmar, but in future because of his 1,2,3 theory.


ynnek1267      ( Date: 19-Nov-2013 17:43) Posted:



At first, you didn't follow directors to buy in at 3.15. Your prediction is already not convincing. Because you practise

3.1, no no no, price is no attractive, I want 2.9

3.3, no no no, price is no attractive, I want 3.1

3.5, no no no, price is no attractive, I want 3.3

3.61, no no no, price is no attractive, I want 3.5.

3.8, no no no, price is no attractive, I want 3.6.

4, no no no, price is no attractive, I want 3.8.

............................

5, no no no, price is no attractive, I want 4.

............................................

6, no no no, price is no attractive, I want 5.

................................................

Wahahahahahaahahh!!!!!!!!!!!!!!

 

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