WILMAR INTERNATIONAL, Sugar, Oil Palm, Consumer Prod, Oil Seed
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 May 13 2013, 07:52 PM
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#1
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Senior Member
4,305 posts Joined: Sep 2008  
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QUOTE(SKY 1809 @ May 13 2013, 07:42 PM) Thanks. Golden Agri, similar to Wilmar... but today 1Q result out, might be a bit hard to pick up cheap tomorrow...In view of local political issue, I intend to put some into Singapore shares. Some more of yr researches plse   |
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May 13 2013, 08:00 PM
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#2
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Senior Member
4,305 posts Joined: Sep 2008
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QUOTE(SKY 1809 @ May 13 2013, 07:56 PM) Thanks Indofood also similar business, dunno why the Indonesia core planter like sugar, they all moving into sugar cane plantation, Wilmar is the biggest after acquire sugar cane & sugar business in Aussie, the rest all plant in Indonesia. Some other smaller player listed at SGX also, generally cheaper, but their land more cheap than Malaysia I think. |
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May 13 2013, 10:32 PM
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#3
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Senior Member
4,305 posts Joined: Sep 2008
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QUOTE(darkknight81 @ May 13 2013, 10:23 PM) Golden agri are not so diversify as Wilmar. Golden Agri are more on Oil Palm Cultivation, processing and packaging of cooking oil. Besides, they do involve in Oil Seed. To me they are kind of similar, with sizable operation of soy bean crunching in China (but that's not good business, not too profitable, especially Wilmar for last few Q), sugar cane & sugar is very seasonal, but doesn't seems to be contributing much, the majority of profit still come from palm oil. Maybe you are right, Golden Agri might not be as diversify as Wilmar, but I think that's focus Whereas for Wilmar, i like their business model. Why? It is because, they have their own fertilizer plant and brand. They produce their own fertilizer. Besides, Wilmar have number of fleet to trasport their CPO. In short, they control the whole value chain starting from origination, cultivation, transportation, packaging and consumer products. Hence, they have better margins compare with competitors. Wilmar was the largest CPO processor and Oil seeds crushers World Wide and of course in China. This will enable Wilmar to have a better bargaining power. Recent partnership with Kellogg is very clear that how strong their distribution network was in China.  .Anyway, I hold both... plus Indofood... |
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May 15 2013, 11:37 AM
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#4
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Senior Member
4,305 posts Joined: Sep 2008
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Yesterday Noble post some bad result, might worth a look...
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