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Wilmar - Watch for a Strong Rally to Come! Post Reply Rate topic
Sealteam6 Member	30-Nov-2013 12:40        Sealteam6 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My writing is not attacking anyone, it's a view writing base on logic. Who would attack me? Forum shd b use to express views & facts. I seldom c helpful views expressed nowadays. All r cut n paste or if not say thy win this lose tat. Wan ppl to take notice. Then if not, mostly likely will b c hope tis hope tat, then c daily flunctuations, then roti plata again. Just take view state view, reason behind the view. No 1 will attack. ynnek1267      ( Date: 30-Nov-2013 10:37) Posted: Bro, someone treat this own personnel forum and complain I spamming and post repeated info woh. You write so many. Later he jump out again. This guy obviously is a broker and I offend his interest. Sealteam6      ( Date: 30-Nov-2013 10:22) Posted: Reason for wilmar to b able to b a $5-6 stock previously. It's bcos during that time palm n soya have very low volatility n these oilseeds r trending up almost every mth, as such wilmar have no problem in expanding its margin as thy source n sell at ever higher pricing every mth. Thy can widen the margin as the commo keeps on moving up. However, now is different, thy can't really gauge the movement as the volatility is higher, swing up n dn mth on mth. Thy may source at a wrong time n kana margin contraction as thy can't expand their margin as like previous. China side, thy r oso capped on the margin side by the central garments. Sugar is potential but thy have past the peak season oso on milling. So if u guess wat will come next on its earnings then u r really good, wilmar shd employ u. Thy themselves r mitigating that by expanding their sales into flour n increasing their volumes sales, but it take times for sales to substantiate n provide certainty for the earnings. All of the commo traders r the same. Thy can only try to provide certainty w more sales growth. Wilmar & olam shd provide steady growth once thy reach a certain stage in their sales growth in the for their products. Both have strong leaderships in their respective fields. Noble group is its own class bcos thy deal w more cyclical nature stuffs on the hard side. Hard side I dnt think will come back to the high anytime soon, more dnside risk. Their soft sides r not as robust as the two softies companies yet, as most r deal only to the port side. Anyway, in turns of laggard, olam is the one, with most of the shorts still holding onto their bets on it w each day passing, thy may one day have to lift their shorts as olam force their way out to bcum free cash flow positive n in the mean time expand their sales vol
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ynnek1267 Master	30-Nov-2013 10:39        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If all retailers and traders stop believing these analyst and brokers. All of them will eat grass soon. Wahahagaha!!!!!
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ynnek1267 Master	30-Nov-2013 10:37        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, someone treat this own personnel forum and complain I spamming and post repeated info woh. You write so many. Later he jump out again. This guy obviously is a broker and I offend his interest. Sealteam6      ( Date: 30-Nov-2013 10:22) Posted: Reason for wilmar to b able to b a $5-6 stock previously. It's bcos during that time palm n soya have very low volatility n these oilseeds r trending up almost every mth, as such wilmar have no problem in expanding its margin as thy source n sell at ever higher pricing every mth. Thy can widen the margin as the commo keeps on moving up. However, now is different, thy can't really gauge the movement as the volatility is higher, swing up n dn mth on mth. Thy may source at a wrong time n kana margin contraction as thy can't expand their margin as like previous. China side, thy r oso capped on the margin side by the central garments. Sugar is potential but thy have past the peak season oso on milling. So if u guess wat will come next on its earnings then u r really good, wilmar shd employ u. Thy themselves r mitigating that by expanding their sales into flour n increasing their volumes sales, but it take times for sales to substantiate n provide certainty for the earnings. All of the commo traders r the same. Thy can only try to provide certainty w more sales growth. Wilmar & olam shd provide steady growth once thy reach a certain stage in their sales growth in the for their products. Both have strong leaderships in their respective fields. Noble group is its own class bcos thy deal w more cyclical nature stuffs on the hard side. Hard side I dnt think will come back to the high anytime soon, more dnside risk. Their soft sides r not as robust as the two softies companies yet, as most r deal only to the port side. Anyway, in turns of laggard, olam is the one, with most of the shorts still holding onto their bets on it w each day passing, thy may one day have to lift their shorts as olam force their way out to bcum free cash flow positive n in the mean time expand their sales vol
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Sealteam6 Member	30-Nov-2013 10:22        Sealteam6 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Reason for wilmar to b able to b a $5-6 stock previously. It's bcos during that time palm n soya have very low volatility n these oilseeds r trending up almost every mth, as such wilmar have no problem in expanding its margin as thy source n sell at ever higher pricing every mth. Thy can widen the margin as the commo keeps on moving up. However, now is different, thy can't really gauge the movement as the volatility is higher, swing up n dn mth on mth. Thy may source at a wrong time n kana margin contraction as thy can't expand their margin as like previous. China side, thy r oso capped on the margin side by the central garments. Sugar is potential but thy have past the peak season oso on milling. So if u guess wat will come next on its earnings then u r really good, wilmar shd employ u. Thy themselves r mitigating that by expanding their sales into flour n increasing their volumes sales, but it take times for sales to substantiate n provide certainty for the earnings. All of the commo traders r the same. Thy can only try to provide certainty w more sales growth. Wilmar & olam shd provide steady growth once thy reach a certain stage in their sales growth in the for their products. Both have strong leaderships in their respective fields. Noble group is its own class bcos thy deal w more cyclical nature stuffs on the hard side. Hard side I dnt think will come back to the high anytime soon, more dnside risk. Their soft sides r not as robust as the two softies companies yet, as most r deal only to the port side. Anyway, in turns of laggard, olam is the one, with most of the shorts still holding onto their bets on it w each day passing, thy may one day have to lift their shorts as olam force their way out to bcum free cash flow positive n in the mean time expand their sales vol
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Sealteam6 Member	30-Nov-2013 09:31        Sealteam6 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, take the analysts as news reporters, usually thy helped me to get any update in the news of the companies thy cover, nothing more. Analysts r just trend followers. U will never c analysts go against trend or majority. Thy usually will up target price in a good market maintaining their call even if the companies fundamentals have not change. All analysts by the way r very risk averse. I m in the finance industry, thy r mostly reluctant to even step into the market. Ask them n thy will tell u tat bcos of compliance issues. It's all BS. If u really want to invest, nothing can stop u. Some r even worse, thy ask others their views on the companies thy cover? Wtf! Anyway, I c now most of the foreign houses r giving target prices that can reach the skies. Almost all the local houses r more careful w their calls, bcos thy get a better feel of the sentiment locally. Stock playing so difficult? Aiyo, just buy the stocks that u r comfortable holding n most importantly dare to buy when really all the news r turning ur stomach upside dn n sell when every news seems good news while u notice tat u can't really gauge if later mths thy can sustain that earnings flow or stock prices seems to doing a breather. When prices at a breather, it's wise to take some profit off, bcos it only tells u 1 thing, players themselves r unsure of the mths ahead n thy r flipping ard that price range to churn, y wan to b trap w them? Better do take some profit n hold some right. Dnt understand y all the fights abt on the predictions n news. Put energy on something more meaningful I think will b better. Like how to do some sideline biz to boost income, something tats more certain. Octavia      ( Date: 29-Nov-2013 22:55) Posted: That is yr usual warped logic.Can you substantiate with an news article of yr claim otherwise how to believe yr statement. The list of persons are duly certified analysts who had done research on the company's business for the past years.You may not know them bcos you are not in the same field.Some of them have  very established credential and have move on to head the department. The purpose of showing the list is to show that the counter is well analysed.There is no need for pple to  spam the thread day in day out with same prediction. Post one or twice will make you look  intelligent.If you want to chant go to the temple and do it, It will be more effective. ynnek1267      ( Date: 29-Nov-2013 17:05) Posted: Who care who are they? they just take money from BB and write report and TP.
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ynnek1267 Master	30-Nov-2013 07:22        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yayaya, I am jealous. Basstttaarrd like me are plenty in this forum. One type stopping others to post. One, self mastttuuurrbbaddd MetalTrader      ( Date: 30-Nov-2013 01:58) Posted: Decided to end prediction, instead of feeding a bunch of " sheeps" who are jealous of my skills & only like to hear what they like. With effective from today, all prediction will go to dusts.
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MetalTrader Senior	30-Nov-2013 01:58        MetalTrader About Contact  Quote this Post!   Mood: Yells: "Let Your Ignorance Be Shown Tomorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Decided to end prediction, instead of feeding a bunch of " sheeps" who are jealous of my skills & only like to hear what they like. With effective from today, all prediction will go to dusts.
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ynnek1267 Master	30-Nov-2013 00:57        ynnek1267 About Contact  Quote this Post!
x 0   x 2  Alert Admin	Now you want show you are expert, I am stupid right. Stupid cannot post meh. You think who u are. I like to make Wilmar thread run at front in this forum and want to act stupid ah.
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ynnek1267 Master	30-Nov-2013 00:44        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I don't know them. Who want to know who are they. Track back their analysis, majority of them gave high TP for Wilmar before crash. You are one of the broker right, broker can trust, 母 猪 会 上 树 . Nowadays, no more peter lim!!!
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ynnek1267 Master	30-Nov-2013 00:40        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You kisiao boh. You are expert lah. We are lousy loh. Lousy people cannot post now right. Octavia      ( Date: 29-Nov-2013 22:55) Posted: That is yr usual warped logic.Can you substantiate with an news article of yr claim otherwise how to believe yr statement. The list of persons are duly certified analysts who had done research on the company's business for the past years.You may not know them bcos you are not in the same field.Some of them have  very established credential and have move on to head the department. The purpose of showing the list is to show that the counter is well analysed.There is no need for pple to  spam the thread day in day out with same prediction. Post one or twice will make you look  intelligent.If you want to chant go to the temple and do it, It will be more effective. ynnek1267      ( Date: 29-Nov-2013 17:05) Posted: Who care who are they? they just take money from BB and write report and TP.
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Octavia Elite	29-Nov-2013 22:55        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 1   x 0  Alert Admin	That is yr usual warped logic.Can you substantiate with an news article of yr claim otherwise how to believe yr statement. The list of persons are duly certified analysts who had done research on the company's business for the past years.You may not know them bcos you are not in the same field.Some of them have  very established credential and have move on to head the department. The purpose of showing the list is to show that the counter is well analysed.There is no need for pple to  spam the thread day in day out with same prediction. Post one or twice will make you look  intelligent.If you want to chant go to the temple and do it, It will be more effective. ynnek1267      ( Date: 29-Nov-2013 17:05) Posted: Who care who are they? they just take money from BB and write report and TP. Octavia      ( Date: 29-Nov-2013 17:03) Posted: List of analysts covering Wilmar Firm Analyst AmResearch Gan Huey Ling Bank of America Merrill Lynch Jeffrey Ng BNP Paribas Michael W. Greenall CIMB Ivy Ng Citigroup Patrick Yau CLSA Chuanyao Lu Credit Suisse Tan Ting Min DBS Vickers Securities Ben Santoso Deutsche Bank Michelle Foong Goldman Sachs Patrick Tiah HSBC Thilan  Wickramasinghe Jefferies Abhijit  Attavar JP Morgan Ying-Jian Chan Macquarie Equities Research Conrad Werner Maybank Kim Eng Wei  Bin Morgan Stanley Charles Spencer Nomura Securities Tanuj Shori OCBC Carey Wong OSK Research Alvin Tai Phillip Securities Nicholas Ong Standard Chartered Adrian  Foulger TA Securities Foo Chuan Loong /  James Ratnam UBS Securities Anubhav Gupta UOB Kay Hian Research Leow Huey Chuen
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MetalTrader Senior	29-Nov-2013 20:02        MetalTrader About Contact  Quote this Post!   Mood: Yells: "Let Your Ignorance Be Shown Tomorrow! ~ PredictorX"
x 0   x 1  Alert Admin	A group of analysts haha ynnek1267      ( Date: 29-Nov-2013 17:05) Posted: Who care who are they? they just take money from BB and write report and TP. Octavia      ( Date: 29-Nov-2013 17:03) Posted: List of analysts covering Wilmar Firm Analyst AmResearch Gan Huey Ling Bank of America Merrill Lynch Jeffrey Ng BNP Paribas Michael W. Greenall CIMB Ivy Ng Citigroup Patrick Yau CLSA Chuanyao Lu Credit Suisse Tan Ting Min DBS Vickers Securities Ben Santoso Deutsche Bank Michelle Foong Goldman Sachs Patrick Tiah HSBC Thilan  Wickramasinghe Jefferies Abhijit  Attavar JP Morgan Ying-Jian Chan Macquarie Equities Research Conrad Werner Maybank Kim Eng Wei  Bin Morgan Stanley Charles Spencer Nomura Securities Tanuj Shori OCBC Carey Wong OSK Research Alvin Tai Phillip Securities Nicholas Ong Standard Chartered Adrian  Foulger TA Securities Foo Chuan Loong /  James Ratnam UBS Securities Anubhav Gupta UOB Kay Hian Research Leow Huey Chuen
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ynnek1267 Master	29-Nov-2013 18:45        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fully agreed. I am more focus on US market. market just think that STI is at peak. without moving STI, it is hard to move wilmar and other  bluechip  too. So, penny is in play. But playing penny is gambling, there is not basic but just purely based on luck since it is fully manipulated by the Big player. Sealteam6      ( Date: 29-Nov-2013 18:22) Posted: It will jus b range bound, no hurry to sell all or buy back. Just follow the flow Lo. What's the use of all the data & news if with them, thy r jus pushing up to play the range, in the end thy will jus tell u it's already in the price. Emerging markets hard to break out until fed starts to do the tapering, by which time who knows which direction the players wan to play? Better off playing adm in us market. Singapore market too stale already for funds to pay attention to.
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Sealteam6 Member	29-Nov-2013 18:22        Sealteam6 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It will jus b range bound, no hurry to sell all or buy back. Just follow the flow Lo. What's the use of all the data & news if with them, thy r jus pushing up to play the range, in the end thy will jus tell u it's already in the price. Emerging markets hard to break out until fed starts to do the tapering, by which time who knows which direction the players wan to play? Better off playing adm in us market. Singapore market too stale already for funds to pay attention to.
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rayyeo Senior	29-Nov-2013 17:12        rayyeo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Palm oil price: 2676 To continue its rally next week: Nov 29 (Reuters) - Annual output at Indonesian palm oil firm Sampoerna Agro could grow by as much as 20 percent next year to about 1.7 million tonnes, helped by favourable weather and maturing trees, a company official said on Friday. For the first nine months of 2013 production was 800,000 tonnes and it is forecast to total 1.4 million for the year as a whole, Michael Kesuma, head of investor relations, told Reuters in an email. That is down from 1.7 million in 2012. Output had been running around 30 percent lower than last year because of extreme weather conditions in recent years, especially on its South Sumatra estates, but had picked up. " The full year estimation is 1.4 million tonnes, meaning a closing of the gap from 30 percent to 20 percent in the final three months due to a surge in output," Kesuma said. " For 2014, we expect a 10-20 percent increase in output, mainly due to more favourable weather happening so far this year and a maturing age profile." Last week, the Indonesian Palm Oil Board forecast that palm production in the world's top producer would jump 13 percent to 29.5 million tonnes next year as more maturing plantation areas are harvested. Malaysian palm oil futures jumped to their highest in more than a year in November and have gained about 8 percent in 2013 to trade at 2,653 ringgit ($820) per tonne. After falling by about a quarter in 2012, prices turned around in the third quarter in anticipation of a rise in demand due to a new biodiesel requirement in Indonesia and the prospect of lower-than-expected output by the dominant Southeast Asian growers. Sampoerna Agro, part of the Sampoerna Strategic Group, is targeting palm plantation expansion of between 5,000 and 10,000 hectares next year, Kesuma said. That compares with a total area of 120,000 hectares (296,500 acres) at present. The current plantation area and expansion plans include plasma estates, which are owned by smallholders and often run with the help of larger firms, who then take palm oil from those estates.
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ynnek1267 Master	29-Nov-2013 17:10        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wilmar is very cheap. based on all the fundamental. rayyeo      ( Date: 29-Nov-2013 17:06) Posted: so cheap now. Next week continuing loading. kekeke
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Octavia Elite	29-Nov-2013 17:09        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	likely to rally in Dec...huat arhhhhhhhh! rayyeo      ( Date: 29-Nov-2013 17:06) Posted: so cheap now. Next week continuing loading. kekeke
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rayyeo Senior	29-Nov-2013 17:06        rayyeo About Contact  Quote this Post!
x 0   x 1  Alert Admin	so cheap now. Next week continuing loading. kekeke
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ynnek1267 Master	29-Nov-2013 17:05        ynnek1267 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Who care who are they? they just take money from BB and write report and TP. Octavia      ( Date: 29-Nov-2013 17:03) Posted: List of analysts covering Wilmar Firm Analyst AmResearch Gan Huey Ling Bank of America Merrill Lynch Jeffrey Ng BNP Paribas Michael W. Greenall CIMB Ivy Ng Citigroup Patrick Yau CLSA Chuanyao Lu Credit Suisse Tan Ting Min DBS Vickers Securities Ben Santoso Deutsche Bank Michelle Foong Goldman Sachs Patrick Tiah HSBC Thilan  Wickramasinghe Jefferies Abhijit  Attavar JP Morgan Ying-Jian Chan Macquarie Equities Research Conrad Werner Maybank Kim Eng Wei  Bin Morgan Stanley Charles Spencer Nomura Securities Tanuj Shori OCBC Carey Wong OSK Research Alvin Tai Phillip Securities Nicholas Ong Standard Chartered Adrian  Foulger TA Securities Foo Chuan Loong /  James Ratnam UBS Securities Anubhav Gupta UOB Kay Hian Research Leow Huey Chuen
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ynnek1267 Master	29-Nov-2013 17:04        ynnek1267 About Contact  Quote this Post!
x 0   x 1  Alert Admin	If I still can load, I will load even more today.
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