actually if positive on WILMAR, why not bet on WILMAR directly ? betul kah ?

Last time, all overseas market red red time, KLCI still green green even charging all time high.
Now become a reverse trend...

Yes, a well known masak masak taukeh!

this is from wilmar .


Attached File(s)
 Wilmar_2Q12_Results_Briefing_Presentation.pdf ( 713.55k ) Number of downloads: 36

in other words QE3 would be bad for ppb

omg.. i have only 1 white... 0 green...

cimb oso bleeding

QE3 may send another inflation to raw materials price and commodities.
So if the company cannot pass the cost to the consumer, then yes, margin may be squeezed.

I do not know palm oil, sugar is a price controlled item in China?

Hero of the day ~ BAT

But I wouldn't be surprise to see it on top loser page the next day.

Compare to wilmar, PPB business more diversified. And I like its bread business, doing very well actually. In such a short time, now already in profit.

Amedia & Ingens never fail to amaze me this few weeks..

AFAIK, the processed cooking oil is an control item in China, i'm not sure about sugar

if i am not mistaken, wilmar controls 50% of cooking oil market in china
and the price of cooking oil is controlled by gov.. i read an article saying that the china gov issued an official statement to the producers not to increase the price some time ago
and the most recent one the gov only "advise" them not to increase

yay~! we closed below 1620 support!!!

tmr 1600 then .

The lee bound

Hmm, time to get out my FD?

Baru second day of correction

It took 3 months atleast (ups & down in between) to get a good bargain.

forum is so active during bleeding red day, lots of inactive member showed up today

To do business in China sometime you have to take serious consideration on government advice... that's why Wilmar is losing money on the oil seed crunching business in China, that had been drag for some time liao, every now and then bottom line also get a hit on that and there is no visible solution on the horizon, investor losing confident on the counter, even though the CEO everyday drum up the business, unless one fine day China government pity them, else they might going like that forever... sound stupid? But seems like that's the real situation there... Also Wilmar is worst among oil seed cruncher in China, then seems to be buying expensive every round, whereas others like Golden Agri & Indofood seems to have better timing in buying their feedstock...