one way adani can defence against these big shorts that used report with a lot of questions to create doubt is to engage a power house to counter them. tactics that can work against them is get money ready. short with them and faster then them to gather shorts. so that one is in control.
get positive news, actions like share reductions etc ready, at the right moment. release the short buyback, relase the news etc and make sure the shorts die pain pain.
these shorts uses man on the street fear and those wanting quick buck to make money. at the expense of real investors. sure hope to have people to make them pain pain.
Well I heard it on the news that it is with Wilmar so I have no other place to post sth on Adani except here.
pasttime ( Date: 30-Jan-2023 15:58) Posted:
adani has not much to do with wilmar share price. not even adani wilmar. the successful listing with rocket up price also does not help wilmar.
reason. they are in a different market with different participants.
the share price of these listed subsidiary going up did not help as it is the asset/liabilities that is consolidated into wilmar. unless wilmar sell some to realise profit. it will not help.
the improving business performance of these subsidiary will help wilmaro is cash flow or debt reductiopn. wilmar still has to work hard on how to remove debt from their books.
think wilmar holding everything too tight and not out sourcing those that can be outsource.
go asset light, for business expansion. it will be faster else. high debt will limit speed of growth.
zillion ( Date: 30-Jan-2023 15:24) Posted:
| As usual twisted tongue attack on Adani is attack on India! |
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adani has not much to do with wilmar share price. not even adani wilmar. the successful listing with rocket up price also does not help wilmar.
reason. they are in a different market with different participants.
the share price of these listed subsidiary going up did not help as it is the asset/liabilities that is consolidated into wilmar. unless wilmar sell some to realise profit. it will not help.
the improving business performance of these subsidiary will help wilmaro is cash flow or debt reductiopn. wilmar still has to work hard on how to remove debt from their books.
think wilmar holding everything too tight and not out sourcing those that can be outsource.
go asset light, for business expansion. it will be faster else. high debt will limit speed of growth.
zillion ( Date: 30-Jan-2023 15:24) Posted:
| As usual twisted tongue attack on Adani is attack on India! |
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May I know Fair Value advised by who?
Thks.
kepoh88 ( Date: 25-Jan-2023 22:26) Posted:
Fair value $3.35 currenty 22.7% overvalued.
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Haha. Nothing cheap can kio!
hokpin ( Date: 26-Jan-2023 07:32) Posted:
| See if can kio cheap today lor! |
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this type of report creating doubt about people without any proof but raised a lot of questions and doubt type will only come go very fast. it serve their purpose to cover their shorts for a profit. i think not much as the report not solid at all. just a lot of words and accuse etc.
also it is not about wilmar but some other people.
non event.
guiren ( Date: 25-Jan-2023 20:38) Posted:
They ran liao ,, We shall see if Wilmar is affected by this bombshell.
&zwnj
https://hindenburgresearch.com/adani/...
tongphlp ( Date: 19-Dec-2022 09:29) Posted:
| they need $$ for Xmas....CNY may sell some too to give out red packets. |
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Wilmar International: Integrated business provides competitive advantage
Despite 2022 being a volatile year for crude palm oil, Wilmar International&rsquo s resiliency allowed it to outperform its peers, mainly due to its integrated and diversified business model.
The agribusiness company continues to be one of the top picks of analysts covering the sector as they are optimistic about the business, highlighting its long-term solid prospects and investments in new facilities, which should expand its earning base.
Last year, Wilmar&rsquo s share price climbed to a peak of $4.87 on March 24 before losing all of its gains to its year&rsquo s low of $3.48, just days before its 3QFY2022 ended September 2022 results announcement.
William Simadiputra of DBS Group Research notes that Wilmar&rsquo s valuation is still below its five-year average P/E multiple, which is an opportunity for investors to own a &ldquo well-integrated&rdquo food company with a strong earnings track record. &ldquo The company is now mispriced as an upstream palm oil company despite its strong presence in midstream to downstream of food segments,&rdquo writes Simadiputra in his Jan 12 note.
&ldquo Wilmar&rsquo s current valuation is distorted as Wilmar is seen as a key palm oil and refined palm oil exporter from Indonesia,&rdquo says Simadiputra, who has a &ldquo buy&rdquo call and a $6.67 target price on the stock.
With its integrated business platform ranging from plantation to consumer products, Wilmar has the flexibility to adapt to external challenges. &ldquo With its earnings track record, Wilmar deserves a better valuation premium to its upstream plantation peers,&rdquo he adds.
CGS-CIMB Research analysts Ivy Ng Lee Fang and Nagulan Ravi attribute the share price correction in November last year to concerns over rising interest rates, the strong US dollar, weaker commodity prices and geological risks.
However, Wilmar&rsquo s share price rebounded after its 3QFY2022 announcement. The company posted its third straight record quarter in 2022, with core net profit surging 38.2% to US$796.7 million ($1.06 billion) compared to US$576.4 million in the previous quarter.
Following its 3QFY2022 results announcement, multiple analysts recommended a &ldquo buy&rdquo for the counter, although Maybank Securities&rsquo analyst Thilan Wickramasinghe maintains a &ldquo hold&rdquo call. In his report, Wickramasinghe points out that Wilmar&rsquo s performance during the quarter could be difficult to repeat due to slower economic growth in China, prolonged lockdowns and a recessionary global environment. Since then, China has announced it has lifted most domestic restrictions and opened up its borders to international travel.
Wilmar&rsquo s operations in China are conducted via its subsidiary Yihai Kerry Arawana (YKA), a company founded by Wilmar CEO Kuok Khoon Hong and his uncle, Malaysian tycoon Robert Kuok. Wilmar owns 89.99% of YKA&rsquo s shares, which are listed on the Shenzhen Stock Exchange ChiNext Board.
Through YKA, Wilmar is expanding into the central kitchen business. In March last year, it was announced that YKA&rsquo s construction of the Central Kitchen Food Park (CKFP) was expedited, with the first facility in Hangzhou commencing a trial production stage. Four more CKFP facilities in Langfang, Xi&rsquo an, Chongqing and Zhukou were still under construction.
Agreeing with Wickramasinghe, Ng and Ravi also describe the repeat of the stellar results in 3QFY2022 as a &ldquo tall order&rdquo , noting that Wilmar is cautiously optimistic about its 4QFY2022 earnings performance. The analysts cite Wilmar&rsquo s expectations of a decline in the palm processing margin, unsustainable hedging gains and lower effective tax rates.
Despite this, the CGS-CIMB analysts note that a more robust performance from YKA will partly offset Wilmar&rsquo s decline in margins and gains due to positive crush margins in China and better profit margins for its food products segment
More worring is the recent ban by EU on palm oil ....esp for Msia and Indo market . Wilmar cant be NOT affected by this .
THe long term issue is serious as environment issue is getting into top priority for all countries ....it will be much difficult for these producer to address this seriously and quickly
( knowing the way Indo n Msia work ))
Dyodd
Joelton ( Date: 17-Jan-2023 09:36) Posted:
Wilmar obtains US$200m in sustainability-linked trade finance facility
Sustainable financing remains part of the group' s holistic approach to integrate sustainability principles into every aspect of the business operations, says Wilmar&rsquo s chief financial officer Charles Loo.
WILMAR International : F34 -0.24% has obtained a US$200 million sustainability-linked trade finance facility from Standard Chartered (StanChart).
The margin ratchet on this facility will move according to the mainboard-listed agribusiness group&rsquo s annual performance against predefined internal key performance indicators and external benchmarking standards, the group said in a joint bourse filing with StanChart on Monday (Jan 16).
Wilmar&rsquo s chief financial officer Charles Loo said sustainable financing remains part of the group&rsquo s holistic approach to integrate sustainability principles into every aspect of the business operations.
&ldquo We believe it is important to align our sustainability goals with business and financial operations in order to build a responsible business that is future-ready,&rdquo he added.
Standard Chartered head, client coverage, Singapore, corporate, commercial and institutional banking, Freddy Ong, said the agricultural industry is key to the bank&rsquo s shared vision of a low-carbon future, and that it is &ldquo proud to be playing a key role&rdquo in growing Wilmar&rsquo s sustainability progress.
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