Wilmar Intl    Last:3.06    +0.02

Wilmar - Watch for a Strong Rally to Come!

Yes....everything is under control after two days of lau sai. Should gap up alittle at start and then continue with the trending up trading.

lynn89      ( Date: 21-Nov-2013 23:11) Posted: Going up some more ! Buy and hold more for the uptrend !

 

Basket! Don't tell me few drops of lava then no more. Will the volcano dysfunction?

 

Going up some more ! Buy and hold more for the uptrend !

 

I only give my forecast, whether to shoot Wilmar down is up to individuals.
Depending on their judgement.

alycone29      ( Date: 21-Nov-2013 21:57) Posted: master.. so we should short wilmar tml? MetalTrader      ( Date: 21-Nov-2013 20:53) Posted: Battle of Prediction (Wilmar) 19 Nov Afternoon- Market was at $3.63. I boldy predicted Wilmar will fall below $3.63, from this speculative price, in which shareholders only bought at $3, and anything above $3.15 is a speculative amount. Market closed at $3.62. [I warned that market momentum moving well far $3, and into speculative price of $3.15. The market is bound to suffer a major drop in weeks to come despite naive people insisted on uptrend] 20 Nov- Market fall to  $3.52. (The first fall and significant losses of $0.11) On 20 Nov closing: I predicted that there will be several downfalls beneath $3.52. The downfall will continue with a bigger drop awaiting. 21 Nov-  Market fall to $3.48.

 

master.. so we should short wilmar tml?

MetalTrader      ( Date: 21-Nov-2013 20:53) Posted: Battle of Prediction (Wilmar) 19 Nov Afternoon- Market was at $3.63. I boldy predicted Wilmar will fall below $3.63, from this speculative price, in which shareholders only bought at $3, and anything above $3.15 is a speculative amount. Market closed at $3.62. [I warned that market momentum moving well far $3, and into speculative price of $3.15. The market is bound to suffer a major drop in weeks to come despite naive people insisted on uptrend] 20 Nov- Market fall to  $3.52. (The first fall and significant losses of $0.11) On 20 Nov closing: I predicted that there will be several downfalls beneath $3.52. The downfall will continue with a bigger drop awaiting. 21 Nov-  Market fall to $3.48.

 

Battle of Prediction (Wilmar)
19 Nov Afternoon- Market was at $3.63. I boldy predicted Wilmar will fall below $3.63, from this speculative price, in which shareholders only bought at $3, and anything above $3.15 is a speculative amount. Market closed at $3.62. [I warned that market momentum moving well far $3, and into speculative price of $3.15. The market is bound to suffer a major drop in weeks to come despite naive people insisted on uptrend]
20 Nov- Market fall to  $3.52. (The first fall and significant losses of $0.11)
On 20 Nov closing: I predicted that there will be several downfalls beneath $3.52. The downfall will continue with a bigger drop awaiting.
21 Nov-  Market fall to $3.48.

 

With the data, I loaded at cheap confidently loh. Lol.....

MetalTrader      ( Date: 21-Nov-2013 19:59) Posted: Too much data, but of little use. ynnek1267      ( Date: 21-Nov-2013 17:27) Posted: http://in.reuters.com/article/2013/11/21/markets-vegoils-idINL4N0J612820131121 * Prices rise to 2,648 ringgit in early trade, highest since Sept. 25, 2012 * Technical buying triggered after prices broke 2,600 ringgit level-trader * Palm oil to retest resistance at 2,630 ringgit, could rise to 2,716 ringgit-technicals Palm, soy and crude oil prices at 0504 GMT Contract Month Last Change Low High Volume MY PALM OIL DEC3 2620 +38.00 2610 2645 193 MY PALM OIL JAN4 2627 +46.00 2601 2649 2712 MY PALM OIL FEB4 2629 +49.00 2603 2648 9704 CHINA PALM OLEIN MAY4 6390 +166.00 6260 6406 838732 CHINA SOYOIL MAY4 7270 +108.00 7184 7286 686802 CBOT SOY OIL DEC3 40.59 +0.27 40.27 40.69 3071 NYMEX CRUDE JAN4 93.58 -0.27 93.51 93.89 2729

 

Too much data, but of little use.

ynnek1267      ( Date: 21-Nov-2013 17:27) Posted: http://in.reuters.com/article/2013/11/21/markets-vegoils-idINL4N0J612820131121 * Prices rise to 2,648 ringgit in early trade, highest since Sept. 25, 2012 * Technical buying triggered after prices broke 2,600 ringgit level-trader * Palm oil to retest resistance at 2,630 ringgit, could rise to 2,716 ringgit-technicals Palm, soy and crude oil prices at 0504 GMT Contract Month Last Change Low High Volume MY PALM OIL DEC3 2620 +38.00 2610 2645 193 MY PALM OIL JAN4 2627 +46.00 2601 2649 2712 MY PALM OIL FEB4 2629 +49.00 2603 2648 9704 CHINA PALM OLEIN MAY4 6390 +166.00 6260 6406 838732 CHINA SOYOIL MAY4 7270 +108.00 7184 7286 686802 CBOT SOY OIL DEC3 40.59 +0.27 40.27 40.69 3071 NYMEX CRUDE JAN4 93.58 -0.27 93.51 93.89 2729 vincente      ( Date: 21-Nov-2013 17:24) Posted: This counter is defintely a better pick as comapred to noble and olam.

 

Too much data, but of little use.

tonylim      ( Date: 21-Nov-2013 18:15) Posted: In fact, such optimism is also expressed by Bank of America which has raised the TP from $3.90 to $5.00. The main fear is that US may reduce its stimulus plans and the issue of govt shutdown of its services in mid Jan 14.  This will be the main fear factor.  The other is the slowing down of China economy.  These will drag down the entire market not just Wilmar.  But the uptrend far outweigh the downside in the case of Wilmar. ynnek1267      ( Date: 21-Nov-2013 17:50) Posted: Also miss out 1 important thing how rising CPO benefit wilmar too. Wilmar is the biggest palm oil processing company, surely keep the highest volume of inventory of CPO. Increasing CPO price mean the inventory that Wilmar hold in past 3 to 6 months is increasing too. Wilmar can either choose to sell CPO to future open market or processing it and the product with higher price. All wilmar palm oil related business contribute 5 to 6 billion revenue per quarter, so highly likely, profit will jack up huge in 4 Q result

 

I like your style lol. Brilliant, I also apply sometimes.

Sealteam6      ( Date: 21-Nov-2013 17:32) Posted: No time to b like u all guys, do so colorful analyse. C price right, get some, profit enough trim some, hold some jus in case run up then throw all. It's just me

 

pls don't forget that Wilmar, GAR , Indo, Olam , Noble are commodities stocks...and their price also behave like real commodities...very volatile in the short term, take a step back and look at the overall trend....as well as the fundamentals driving the commodities concerned. 

cheers, 

Jason at    http://myfcoach.com/  and    http://millionaire-investors.blogspot.sg/   

 

In fact, such optimism is also expressed by Bank of America which has raised the TP from $3.90 to $5.00.

The main fear is that US may reduce its stimulus plans and the issue of govt shutdown of its services in mid Jan 14.  This will be the main fear factor.  The other is the slowing down of China economy.  These will drag down the entire market not just Wilmar.  But the uptrend far outweigh the downside in the case of Wilmar.

ynnek1267      ( Date: 21-Nov-2013 17:50) Posted: Also miss out 1 important thing how rising CPO benefit wilmar too. Wilmar is the biggest palm oil processing company, surely keep the highest volume of inventory of CPO. Increasing CPO price mean the inventory that Wilmar hold in past 3 to 6 months is increasing too. Wilmar can either choose to sell CPO to future open market or processing it and the product with higher price. All wilmar palm oil related business contribute 5 to 6 billion revenue per quarter, so highly likely, profit will jack up huge in 4 Q result. ynnek1267      ( Date: 21-Nov-2013 15:02) Posted: Wilmar has palm tree plantation and processing  & merchant division. Palm tree plantation will benefit from CPO price. Processing & Merchant division may not be benefit due to raw material (CPO price higher). However, high CPO price can jack up the revenue for both division which  allow higher cash flow among the company which is positive to the company. How  to be more profitable in processing & Merchant division is subjected to the Wilmar management. Therefore, in overall, high CPO price is good to Wilmar and market always react positive on it to plam oil related counter

 

Also miss out 1 important thing how rising CPO benefit wilmar too.

Wilmar is the biggest palm oil processing company, surely keep the highest volume of inventory of CPO.

Increasing CPO price mean the inventory that Wilmar hold in past 3 to 6 months is increasing too. Wilmar can either choose to sell CPO to future open market or processing it and the product with higher price.

All wilmar palm oil related business contribute 5 to 6 billion revenue per quarter, so highly likely, profit will jack up huge in 4 Q result.

ynnek1267      ( Date: 21-Nov-2013 15:02) Posted: Wilmar has palm tree plantation and processing  & merchant division. Palm tree plantation will benefit from CPO price. Processing & Merchant division may not be benefit due to raw material (CPO price higher). However, high CPO price can jack up the revenue for both division which  allow higher cash flow among the company which is positive to the company. How  to be more profitable in processing & Merchant division is subjected to the Wilmar management. Therefore, in overall, high CPO price is good to Wilmar and market always react positive on it to plam oil related counter. Rosesyrup      ( Date: 21-Nov-2013 14:22) Posted: Actually a low cpo price is morr beneficial to wilma

 

No time to b like u all guys, do so colorful analyse. C price right, get some, profit enough trim some, hold some jus in case run up then throw all. It's just me

 

Doesn't matter la, already trim from 3.54-3.64. Pick back some at 3.3-3.4, ok for me la. No new money in flows, all recycled. Sti range bound, jus follow market Lo, who knows where market is heading. I gt the time to wait

MetalTrader      ( Date: 21-Nov-2013 02:13) Posted: 3.3 is not a good buy, as within speculation level. Lock in Profits & Sell down is to be expected that lies above $3.10. For TonyLim: Don't waste my precious time.                         tonylim      ( Date: 20-Nov-2013 22:56) Posted: MetalTrader, can you stop being a silly joker and waste everyone time reading your baseless predictions and post

 

http://in.reuters.com/article/2013/11/21/markets-vegoils-idINL4N0J612820131121

* Prices rise to 2,648 ringgit in early trade, highest since
Sept. 25, 2012
* Technical buying triggered after prices broke 2,600
ringgit level-trader
* Palm oil to retest resistance at 2,630 ringgit, could rise
to 2,716 ringgit-technicals

Palm, soy and crude oil prices at 0504 GMT

Contract Month Last Change Low High Volume
MY PALM OIL DEC3 2620 +38.00 2610 2645 193
MY PALM OIL JAN4 2627 +46.00 2601 2649 2712
MY PALM OIL FEB4 2629 +49.00 2603 2648 9704
CHINA PALM OLEIN MAY4 6390 +166.00 6260 6406 838732
CHINA SOYOIL MAY4 7270 +108.00 7184 7286 686802
CBOT SOY OIL DEC3 40.59 +0.27 40.27 40.69 3071
NYMEX CRUDE JAN4 93.58 -0.27 93.51 93.89 2729

vincente      ( Date: 21-Nov-2013 17:24) Posted: This counter is defintely a better pick as comapred to noble and olam.

 

http://www.dailypress.net/page/content.detail/id/412410/Activists-to-Kellogg--Drop-rainforest-palm-oil.html?isap=1& nav=5046

The only bad new that i can find for Wilmar is this.

junction      ( Date: 21-Nov-2013 17:16) Posted: Good analysis. You certainly do your research well. I will scoop up some when the selling is done. ynnek1267      ( Date: 21-Nov-2013 15:14) Posted: 3 major business division, Palm oil, sugar, soybean crushmeal  + oil and flour. Palm oil and sugar are surely earn business since Wilmar has upstream plantation till down stream product distribution. They can save a lot of cost internally compared to their competitiors. However soybean crushmeal + oil and flour division is facing fierce competition due to they are losing the upstream plantation which have to rely on the soybean supply from US, Brazil and China. Furthermore, China government control the price of cooking oil against the inflation. upstream price high, downstream cannot sell high,  those soybean crush players in China  suffer huge loss in past 2 years. Anyway, worst is past for soybean cruchmeal + oil and flour division since quite a lot of players are flush out in past 2 years. So, those shortist want to find reason to short Wilmar down, also quite hard. Who short it have to be prepared the worst since past 9M result has show 22% net profit year to year. The last quarter is year end stocking and selling for Chinese New year and etc year end celebration always the best quarter for commodity company. Therefore CPO price is surging, Now the soybean crush margin maintain positive compared to big  negative in same period last year. So I don't find single reason, Wilmar will perform badly in next 3 months at least. So somebody bearish on it. I really can't understand. The only for stopping Wilmar rally will be US debt ceiling talk in Jan to Feb 2014 break down again. See how lah. just keep and see.

 

This counter is defintely a better pick as comapred to noble and olam.

 

Good analysis. You certainly do your research well. I will scoop up some when the selling is done.

ynnek1267      ( Date: 21-Nov-2013 15:14) Posted: 3 major business division, Palm oil, sugar, soybean crushmeal  + oil and flour. Palm oil and sugar are surely earn business since Wilmar has upstream plantation till down stream product distribution. They can save a lot of cost internally compared to their competitiors. However soybean crushmeal + oil and flour division is facing fierce competition due to they are losing the upstream plantation which have to rely on the soybean supply from US, Brazil and China. Furthermore, China government control the price of cooking oil against the inflation. upstream price high, downstream cannot sell high,  those soybean crush players in China  suffer huge loss in past 2 years. Anyway, worst is past for soybean cruchmeal + oil and flour division since quite a lot of players are flush out in past 2 years. So, those shortist want to find reason to short Wilmar down, also quite hard. Who short it have to be prepared the worst since past 9M result has show 22% net profit year to year. The last quarter is year end stocking and selling for Chinese New year and etc year end celebration always the best quarter for commodity company. Therefore CPO price is surging, Now the soybean crush margin maintain positive compared to big  negative in same period last year. So I don't find single reason, Wilmar will perform badly in next 3 months at least. So somebody bearish on it. I really can't understand. The only for stopping Wilmar rally will be US debt ceiling talk in Jan to Feb 2014 break down again. See how lah. just keep and see.

 

http://www.palmoilhq.com/

Close your eye and buy big today. Tomorrow sure chiong big, CPO 2658 up 3.02%. This unsual up, may include the factor of typhoon in Phillippines which destroy coconut oil and tornado in US midwest which destroy soy bean and corn.

The effect of shortage of oil will be spread out soon. hold the boat!!!!