【Wilmar F34 交流专区】丰益国际 WILMAR INTERNATIONAL LIMITED

50912cmea

8-11-2012 closed at $3.12

9-11-2012
~9:02am 3,433,000 shares at $3.21 traded = $11,019,930
~9:14am 5,340,000 shares at $3.23 traded = $17,248,200

大手笔的推啊！不懂能顶多久？

icy97

Wilmar's Q3 net profit up 26% to $497m
http://www.theedgesingapore.com/the-daily-edge/business/41055-wilmars-q3-net-profit-up-26-to-497m.html

Fri, 9 Nov 09:12  
Singapore palm oil producer Wilmar International reported a 26% rise in third-quarter net profit on Friday, with its oilseeds and grains business turning in a profit after two quarters of losses.

Wilmar, whose other businesses include sugar and edible oils, earned US$405.8 million ($497 million) for the three months ended September, up from US$321 million a year earlier and US$117 million in the previous quarter.

Wilmar’s third-quarter result beat the average net profit forecast of US$335 million, based on a Reuters poll of five analysts.

“Despite the uncertainties in the global economy, the group remains positive on its long-term prospects due to good economic growth in its main markets of China, India and Indonesia, continued increase in the production of palm oil in Indonesia, coupled with new projects developed in the past few years like oleochemicals, rice and flour milling,” chairman and CEO Kuok Khoon Hong said.

Wilmar, whose shares have fallen nearly 38% since the start of the year, is among the worst performers out of nearly 200 stocks worldwide in the large and midcap food products industry, Thomson Reuters StarMine data shows.

丰益国际的3Q12盈利上升26.4%，令市场意外
http://www.sharesinv.com/zh/articles/35477/

2012年11月09日
由于其油籽和谷物部门回盈及原料成本下降，丰益国际(Wilmar International)的业绩表现超越了分析师的预测。在截至2012年9月30日的3个月里，其新加坡棕油厂的盈利飙升26.4%至4亿零580万美元，高于路透社(Reuters)访问5名分析师所得出的3亿3,500万美元平均预测。其油籽与谷物部门方面，压榨毛利提高及适时购买原料令公司录得6,030万美元税前盈利，公司在上半年蒙受9,250万美元税前亏损。此外，公司的投资证券在本季也取得更佳表现。尽管公司的收入减少5.7%至123亿美元(因棕油价格下降影响了棕油与月桂油部门)，盈利却增加。其9M12收入微增2%至338亿美元，而盈利下滑29.3%至7亿7,870万美元。

启示：本地市场对公司发布的良好业绩表示欣喜，因其股价开市时以3.20元的价位交易，比昨天的3.12元收盘价高出2.6%。在追踪公司股票的23名分析师中(由辉盛(FactSet)汇编)，有3人建议“买入”、14人建议“持守”和6人建议“卖出”。

fbb05

50912cmea 发表于 9-11-2012 11:52 AM
8-11-2012 closed at $3.12

9-11-2012

一定是有人知道有好消息进场
以后股价有好财报支持
应该会稳定下来吧。。

Yangyang1982

But close is 3.17
Still can buy ??

fbb05

Yangyang1982 发表于 9-11-2012 11:11 PM
But close is 3.17
Still can buy ??

买股票是买未来
假如觉得未来是好的就可以买
凭个人判断

Yangyang1982

fbb05 发表于 12-11-2012 09:28 PM
买股票是买未来
假如觉得未来是好的就可以买
凭个人判断

赞同。。。
认同。。。
我将大量买回我的未来（不是梦）

fbb05

Yangyang1982 发表于 13-11-2012 01:38 AM
赞同。。。
认同。。。
我将大量买回我的未来（不是梦）

看来你的银弹不少
我的弹药用完了
现在还在亏钱
假如有钱可以趁低买降低总持股成本

Yangyang1982

fbb05 发表于 13-11-2012 09:12 PM
看来你的银弹不少
我的弹药用完了
现在还在亏钱

银弹用尽2000unit...
最后尽弹也有2000unit...
等待中～～～使用
感觉不是很好＂

Thx2012

快点跌破3块，这样就可喜可贺了，云顶，来宝等着你

fbb05

Thx2012 发表于 15-11-2012 04:11 PM
快点跌破3块，这样就可喜可贺了，云顶，来宝等着你

不会吧。。
几天短暂的升了一些又跌回去了
市场卖压太大
今天就连singtel starhub都跌

fbb05

股价开始稳了
假如有钱还可以买
可惜最近缺钱

fbb05

今天突然有大跌了
到底发生什么事？

icy97

CIMB upgrades Wilmar to Outperform, Ups target 10.8%
http://www.theedgesingapore.com/the-daily-edge/business/41412-cimb-upgrades-wilmar-to-outperform-ups-target-108.html

Fri, 30 Nov 14:01  
CIMB upgrades Wilmar to Outperform from Neutral, expecting the stock to re-rate on its undemanding valuations and an improving crushing margin in 2013. It estimates the stock trades at only 1.2x FY12 P/BV, a 40% discount to its three-year average of 2.1x, which doesn’t price in Wilmar’s strong distribution channel and integrated business model, it says.

Wilmar’s recent share buybacks and major shareholders’ share purchases suggest the stock may have bottomed, while the stock’s poor showing this year is an overreaction to its poor earnings visibility, CIMB says.

The current high palm-oil inventory situation has shifted bargaining power from planters to refiners, benefiting Wilmar’s refining business, which accounts for around 30% of the company’s earnings, it says, noting the refineries are enjoying high utilisation rates and attractive raw-material costs.

It cuts FY12-14 earnings forecasts by 2%-6% after lowering 2012-14 CPO price assumptions by 7%-9%, but it still expects FY13-14 earnings to rise 26% and 12% respectively on better contributions from its oilseeds and grains division. It raises its target to $3.90 from $3.52 after eliminating the previous 10% discount to the sum-of-the-parts valuation. The stock is up 0.9% at $3.22, but remains down nearly 36% year-to-date.

Yangyang1982

怎么了？！不上也不下

50912cmea

MAS Takes Civil Penalty Enforcement Action Against Mr Goh Ing Sing and Mr Keu Haw Gee for Insider Trading

WILMAR INTERNATIONAL LIMITED's ANNOUNCEMENT - Civil Penalty Enforcement Action Against Wilmar Executives For Insider Trading

shiwu

50912cmea 发表于 15-12-2012 06:11 AM
MAS Takes Civil Penalty Enforcement Action Against Mr Goh Ing Sing and Mr Keu Haw Gee for Insider Tr ...

原来如此。。。
善灾善灾！

No.AMD

没有买的讯号，还是先观望一下！

fbb05

我快没耐性了
一直在那个价位起起跌跌。。

icy97

Wilmar Fortune Gas stake sale return 'decent': Phillip
http://www.theedgesingapore.com/the-daily-edge/business/42044-wilmar-fortune-gas-stake-sale-return-decent-phillip.html

Wed, 19 Dec 13:18  
Wilmar’s (F34.SG) sale of its 15% Fortune Gas Investment stake for US$60 million ($73.2 million) was at a decent return, Phillip Securities says, noting the shares were purchased at US$36 million in 2008.

It estimates a realised gain of US$24 million, equating to a 13.6% per annum return. It estimates the deal was valued at 22x profit before tax, which it views as decent. But it adds, the financial impact on Wilmar is not substantial at less than 3% of the house’s FY12 earnings estimate; it isn’t adjusting its forecasts. It keeps an accumulate call with $3.47 target.

“Albeit CPO prices and China crushing margins may still remain weak in the near-term, we are positive on the company’s long-term outlook. In fact, we are starting to see quarterly recovery from the recent 3Q12 results, and we expect sequential improvement with a stronger 2H12 driving recovery in both earnings and share price.” The stock is up 1.6% at $3.19.

丰益国际以4亿美元脱售在富地燃气的股权
http://www.sharesinv.com/zh/articles/36280/

2012年12月19日
棕油生产商丰益国际(Wilmar Int’l)签署了有条件协议，以4亿美元(4亿8,800万元)把其在富地燃气投资控股(Fortune Gas Investment Holdings)的所有15%股权脱售予中国天然气投资有限公司。富地燃气投资控股是富地石油公司(Fortune Oil)的天然气业务；而中国天然气投资有限公司是在香港交易所主板挂牌的天然气服务公司，其市值约为36亿美元。丰益国际在截至9月30日的第三季度强力转亏回盈，盈利激增26.4%至4亿零580万美元，并主要归功于压榨毛利向好。

启示：然而，华侨银行(OCBC)不看好商品业在2013年的前景，并给予‘减码’建议。华侨银行补充道，鉴于最近奥兰国际(Olam Int’l)与浑水(Muddy Waters)之间的纷争，投资者可能不太青睐商品股，尤其是那些业务模式复杂的商品公司。

homacin

今天已经3.28了,一天起了1毛。