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

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发表于 4-5-2013 07:54 PM | 显示全部楼层
希望来到三块的时候我再进场
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发表于 9-5-2013 02:10 AM | 显示全部楼层
Wilmar says Q1 profit rises 23% on oilseed unit: Update
http://www.theedgesingapore.com/the-daily-edge/business/43801-wilmar-says-q1-profit-rises-23-on-oilseed-unit-update.html

Wed, 8 May 16:27
Wilmar International, the world’s biggest palm oil processor, said first-quarter profit gained 23% as earnings at its oilseeds unit rebounded.

Net income was US$315.4 million ($388.4 million) in the three months ended March 31, up from US$255.9 million a year earlier, the Singapore- based company said today in a statement. That compares with the US$296.5 million average estimate of three analysts surveyed by Bloomberg.

Wilmar’s oilseeds unit, which incurred a loss a year ago, improved due to higher margins in soybean processing, the company said. China will probably import less soybeans, used for oil and livestock feed, this year as the outbreak of bird flu curbs poultry demand, a Wilmar executive said last month.

“The positive crush margins during the quarter were a result of lower cost of imported soybeans and higher local product prices, due to late arrival of soybeans in China,” Wilmar said today in the statement.

Sales fell 2.6% to US$10.2 billion due to lower palm oil and sugar prices.

Shares traded 3% higher at $3.41 as of 3:23 p.m. in Singapore after earlier advancing as much as 4.2%. The benchmark Straits Times index gained 1.1%.


MEAL CONSUMPTION
“In China, the bird flu will affect meal consumption in the short term, but is not expected to have a long term effect,” Chief Executive Officer Kuok Khoon Hong said in the statement. Feed is mostly made with soybean meal and corn.

The H7N9 virus has killed 26 people, as of May 2, since March and prompted Chinese authorities to shut down live poultry markets and cull birds. Soybean imports, which more than tripled from 2004 to 59.2 million metric tons in the year to Sept. 30, will probably fall to 58 million tons this year, according to a Bloomberg survey last month.

Soybean crushing margins might weaken in the next one to two months as the delayed shipments start arriving at the end of the month, Kuok said today at a briefing in Singapore. Logistical bottlenecks in Brazil, set to overtake the U.S. as the top soybean producer, hampered exports.

China’s demand for palm oil is also slowing, according to Kuok. “It is a surprise to us because palm oil is so cheap,” he said today at the briefing.

Palm oil imports to China in the six months through September may fall to 2.39 million tons, from 3.56 million tons in the first half, as inventories hold near record highs, according to China Cereals & Oils Business Net, the country’s biggest independent oilseed research.

Wilmar is focusing on increasing its palm plantation acreage in Africa and will continue to expand its sugar business, Kuok said today. The decline in commodity prices is creating acquisition opportunities, he said. The company said last month it bought a stake in Morocco’s sole sugar supplier for US$263 million.



Wilmar +4.2%; Market was overly pessimistic: DBS Vickers
http://www.theedgesingapore.com/the-daily-edge/business/43789-wilmar-42-market-was-overly-pessimistic-dbs-vickers.html

Wed, 8 May 11:44  
Wilmar (F34.SG) is up 4.2% at $3.45 despite several analysts saying 1Q13 net profit of US$315.4 million ($388 million), up 23.3% on-year, was only in line with forecasts.

"The market had been overly pessimistic and now that is being reflected in the share price," says Ben Santoso, an analyst at DBS Vickers. "They were expecting the merchandising and processing profits to be lower," he notes, with Wilmar reporting around US$40/ton margin in palm & lauric after securing low cost feedstock in 4Q12, while peers' margins were much lower.

He notes delayed soybean shipments into China also boosted 1Q13 production prices and crushing margins there. But he adds, whether the CPO feedstock secured in 4Q would still be visible in 2Q is a concern; he expects refining margins to come down given new capacity coming on stream in Indonesia, which will drive down cooking segment prices.

He also notes soybean oil prices in China have fallen "dramatically," meaning the 2Q crushing-margin outlook is negative. "All in all, it's slightly better than expected, but the outlook doesn't seem to support continued strength in terms of the fundamentals. I am more inclined to not be too overly optimistic yet." He doesn't expect the stock to rise beyond his $3.72 target.
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发表于 11-5-2013 02:54 AM | 显示全部楼层
丰益国际首季赚9.4 亿

财经 天下  2013-05-10 10:30
(新加坡9日讯)丰益国际第一季取得3亿1535万美元(9亿3501万令吉)的净利,按年增长23%。

集团净利增长主要因为油籽和谷类价格在第一季显着回弹,销售量也增长6%。油籽和谷类产品所属的销售和加工业务部门转亏为盈,取得4720万美元(1亿3995万令吉)的税前盈利。

集团消费品销售量在食油、面粉和白米需求提高的带动下增长10%,加上整体毛利率略微提高,推动这个部门的税前盈利增长了12%,达5650万美元(1亿6752万令吉)。

而收成季节后的磨糖损失减少,更高的销售利润和提炼毛利率,则协助制糖业务部门降低亏损至1360万美元(4032万令吉)。
营业额跌3%

但另一方面,原棕油价格走低,导致种植与棕油提炼部门的税前盈利显着下挫27%至7210万美元(2亿1378万令吉)。

虽然所有业务部门都取得销量增长,丰益国际第一季的营业额仍下滑3%到102亿美元(302亿令吉),原因是棕油和糖类产品的卖价显着滑落。

展望前景,丰益国际主席兼总裁郭孔丰指出,集团的综合商业模式和过去几年开拓的新业务表现强韧,他有信心集团能够度过今年接下来预料将会艰难的环境。虽然原棕油价格预料将持续低迷,影响种植业务的盈利,但价格下滑有助集团的下游增值业务。

郭孔丰也说,中国的禽流感疫情可能在短期内会冲击到当地的食品消费,但预计不会有长期的影响。

集团对中国的长期前景仍旧乐观。[南洋网财经]
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发表于 4-6-2013 09:14 AM | 显示全部楼层
alexkoh86 发表于 23-4-2013 02:48 PM
这支股的基本面很稳定,是一支可以长期投资的股票,不看好短期投资!我本人买在S$3.30,会继续持有这股!

我账面输钱了。。buy 3.40 last week (13,000 unit )

        
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发表于 5-6-2013 10:38 AM | 显示全部楼层
Yangyang1982 发表于 4-6-2013 09:14 AM
我账面输钱了。。buy 3.40 last week (13,000 unit )

我打算买来average down 了。
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发表于 5-6-2013 03:25 PM 来自手机 | 显示全部楼层
mm2 发表于 5-6-2013 10:38 AM
我打算买来average down 了。

SGD 3.20
進 還是 不進??
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发表于 8-6-2013 08:55 AM | 显示全部楼层
WILMAR什么事?我查了一些资料都找不到它的下跌理由
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发表于 10-6-2013 04:11 PM | 显示全部楼层
loon735 发表于 8-6-2013 08:55 AM
WILMAR什么事?我查了一些资料都找不到它的下跌理由

通常这样下跌,不外是来季的业绩不会好到哪去,
你看的资料是过往的,人家厉害的地方,是看到未来的。

所以,等来季的业绩出来,你就知道为什么现在会下跌。
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发表于 11-6-2013 01:21 PM | 显示全部楼层
loon735 发表于 8-6-2013 08:55 AM
WILMAR什么事?我查了一些资料都找不到它的下跌理由

from仙家:油棕价钱还是疲软,美国股市调整期

后果自负

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发表于 24-6-2013 09:03 PM | 显示全部楼层
OCBC cuts Wilmar to Hold on China exposure
http://www.theedgesingapore.com/the-daily-edge/business/44407-ocbc-cuts-wilmar-to-hold-on-china-exposure.html

Mon, 24 Jun 16:07  
OCBC downgrades Wilmar International (F34.SG) to Hold from Buy citing poor economic data in China including last week's preliminary HSBC PMI reading which was at a nine-month low.

"Wilmar international Limited, with its large exposure to China via its oilseeds crushing and consumer pack businesses, certainly felt the impact, given the recent wild swings in its share price over the last week or so."

While the house maintains its FY13 and FY14 estimates, it lowers its fair value to $3.25 from $3.90 to match "the less 'risk on' approach taken by the current market."
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发表于 1-7-2013 07:26 PM | 显示全部楼层
Wilmar to cut off palm suppliers caught burning in Indonesia
http://www.theedgesingapore.com/the-daily-edge/business/44491-wilmar-to-cut-off-palm-suppliers-caught-burning-in-indonesia.html

Mon, 1 Jul 09:25  
Wilmar International, the world’s largest palm oil trader, plans to cut ties with Indonesian suppliers that clear land with illegal fires after blazes engulfed Singapore in a record haze.

Wilmar, which bans burning on its own plantations, relies on third parties for more than 90% of the crude palm oil for its refineries. Sime Darby, the biggest publicly traded palm oil producer, also prohibits burning at its own plantations and relies on other sources for supplies, buying as much as half the commodity for its plants from others.

Palm oil refiners are being pushed to enforce their no burning policies to suppliers after hundreds of illegal blazes raged last month in Indonesia, the world’s top producer of the commodity. Unilever, buyer of 3% of the world’s palm oil, said the haze is a reminder of the need to accelerate sustainability efforts.

“We need the money to speak,” said Scott Poynton, founder of The Forest Trust, which worked with Nestle SA and Golden Agri-Resources on sustainability policies. If companies “made a no-deforestation commitment that says to these communities, ‘you can’t burn because we won’t buy your oil,’ that’s directly money speaking to the people,” he said.

Palm oil is the world’s most-used edible oil. It’s in Unilever’s margarine, ice cream and soap. The London- and Rotterdam-based company made a commitment to buy sustainable palm oil and wants all its supplies to be from certified, traceable sources by 2020.

BURNING BANNED
“What the industry has realized is that they can’t be simple bystanders in an ecosystem that gives them life in the first place,” Unilever Chief Executive Officer Paul Polman said June 27 in Jakarta.

While Indonesia and Malaysia ban burning to clear or manage acreage, 17 timber concession and 10 palm oil plantations had land affected by fires in Indonesia, according to June 24 data from the non-government World Resources Institute, or WRI. Indonesia is investigating a number of companies suspected to be involved in illegal fires and will announce those names once the probe is completed, Environment Minister Balthasar Kambuaya said last week.

Wilmar deals with some of the companies identified by WRI on the assurance they don’t burn, the company said in an e- mailed response to Bloomberg News.

BUYING POLICY
“Should they be found to be involved in burning to clear land for cultivation, we will stop doing business with them,” Wilmar said. The company’s buying policy states suppliers must comply with all local and national laws and regulations.

Indonesia’s disaster management agency said June 28 that in general people start fires on peatlands to fertilize the soil ahead of planting crops.

Kuala Lumpur-based Sime Darby said in a June 28 statement it had found fires on land at one of its units, though the blazes were in an area where local communities plant crops such as corn and sugar and not in areas planted by the company.

The company buys from palm oil growers in Indonesia that participate in plans run by the company and that adhere to a strict zero-burn policy. Part of its efforts to promote no burning is to continuously educate third-party suppliers on the benefits of complying with RSPO principles, Sime Darby said in a separate e-mail.

Fire and haze are common during Indonesia’s July-to- September dry season because local villages and farmers have long favored cheaper, slash-and-burn land clearing, according to Wilmar. Using machinery to clear costs more than $250 a hectare, while fires cost almost nothing, it said.

SUSTAINABILITY EFFORTS
Wilmar, based in Singapore, as well as Sime Darby, Golden Agri and Cargill Inc. all prohibit burning at their own plantations. That’s in line with the Roundtable on Sustainable Palm Oil criteria which include a commitment to avoid clearing land with fires. The RSPO was formed in 2004 to promote sustainability in an industry that’s been dogged by concerns about deforestation, pollution and the environment.

“It is inconceivable that any listed plantation companies is willing to risk open burning to clear their land, not after years of battling the non-government organizations on issues pertaining to deforestation, orangutans and native land rights,” Malayan Banking Bhd. said in a June 24 report.

No big plantation group would be involved today with deforestation, Wilmar said. Many of the problems are caused by small farmers, which makes it difficult to control, it said.

Malaysia had 183,774 small palm growers as of May, while Indonesia has more than 2 million. The Indonesia Palm Oil Farmers Association has a “zero burning” policy for its members, and other crop farmers may be responsible for the blazes, said Secretary General Asmar Arsjad.

INVESTOR CONCERN
For some investors, concern about deforestation remains. Norway’s sovereign wealth fund, the world’s largest with assets of US$737 billion ($934 billion), sold investments in 23 palm producers including Wilmar, Golden Agri and Kuala Lumpur Kepong Bhd., in the first quarter of 2012 citing concern about deforestation, according to its annual report released in March.

Golden Agri, the second-biggest palm plantations operator, is “absolutely” against burning and “would also encourage best management practices to all stakeholders,” the company said in an e-mail. It buys less than 10% of its fresh fruit bunches from outside suppliers. Cargill gets 95% of its third-party crude palm oil in Indonesia from RSPO members.

“Those suppliers have signed on to the RSPO criteria which includes a commitment to not to use burning for land clearing,” Cargill said by e-mail. “It is one of the reasons why we target RSPO member for our third-party out supply.”

The number of Wilmar’s suppliers that are RSPO certified is still small, though steadily increasing, it said.

While the haze has lessened in Singapore, it will return, according to The Forest Trust’s Poynton.

“Singapore will choke again because globalization demands it,” he said from Geneva. “These fires are happening to clear the way to grow a commodity for the global supply chain.”



豐益國際 或中斷印尼油棕供應

企業財經1 Jul 2013 22:00
(吉隆坡1日訊)大馬首富郭鶴年在新加坡上市公司豐益國際(Wilmar International)表示,考慮中斷涉及在印尼非法燒芭的油棕供應商關係。

印尼燒芭行動事件,嚴重影響大馬及新加坡空氣污染指數,甚至創下過去16年以來的紀錄。

“彭博社”報導,豐益國際已申明,考慮中斷涉及在印尼非法燒芭的油棕供應商關係。

目前,該公司旗下煉油廠的90%原棕油,主要來自第三方。

至于大馬最大的棕油生產商森那美(SIME,4197,主要板貿易),目前貨源要來自其他供應商,或從其他廠商購買一半以上的棕櫚油。[中国报财经] 本帖最后由 icy97 于 2-7-2013 03:04 AM 编辑

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发表于 2-7-2013 04:39 PM | 显示全部楼层
icy97 发表于 1-7-2013 07:26 PM
Wilmar to cut off palm suppliers caught burning in Indonesia
http://www.theedgesingapore.com/the-da ...

整体来讲是好 是坏

我觉得马来西亚方面会起一点(油棕价,可能它会转去购买马方)
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发表于 8-7-2013 10:59 PM | 显示全部楼层
丰益国际与科莱恩组合资
http://www.sharesinv.com/zh/articles/40218/

2013年07月08日
丰益国际(Wilmar International)同特殊化学品国际大型企业科莱恩(Clariant International)组50:50合资,以从事胺生产与销售业务,并已投入营运。合资是以新加坡为总部,它将成为生产和销售脂肪胺和某些胺衍生品。它将在德国和中国拥有自家的生产线,并由丰益国际和科莱恩分担工作;它也在巴西和墨西哥取得生产服务。至于胺衍生品,该合资在全球各地有约十二家多用途厂房为它服务。

启示:双方的全球网络及个别的优势将让合资成为首家全面综合及具竞争力的胺业者,它将能取得庞大的增长良机,尤其是在工业和家庭照护及个人护理市场。
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发表于 23-7-2013 10:46 PM | 显示全部楼层
未獲准聯營印尼油棕園 豐益或取消計劃

企業財經23 Jul 2013 22:08
(新加坡23日訊)由于得不到印尼當局批准,大馬首富郭鶴年在新加坡上市公司豐益國際(Wilmar International)或取消與Noble 集團有限公司聯營合資計劃。

根據《星報》報導,上述兩家公司有計劃要合作發展位於印尼巴布區域的油棕園,但等待一段時間后都得不到批准,該計劃已停滯約幾個月。

豐益國際發言人表示,該公司想進軍有潛力的市場發展,但卻面對種種障礙,至今還未收到任何有關此聯營合約的間隙,所以可能會取消該計劃。

報導指出,通過此聯營合資計劃,豐益國際將持有PT Henrison Inti Persada的大權,兩家公司原本已計劃將售賣自己生產的原棕油產品。

馬銀行金英分析員指出:“這可能是個驚喜的取消事項,但我覺得豐益國際還在努力尋找進軍印尼巴布市場的機會。”[中国报财经]

Wilmar and Noble palm joint venture in Indonesia's Papua stalls
http://www.theedgesingapore.com/the-daily-edge/business/44810-wilmar-and-noble-palm-joint-venture-in-indonesias-papua-stalls.html

Tue, 23 Jul 18:00
A planned venture between Wilmar International and Noble Group to develop palm plantations in Indonesia’s Papua region has stalled just months after it was announced as it failed to win approval from authorities.

Palm oil companies have been looking at expanding in so-called frontier markets such as Papua, but face hurdles ranging from regulatory uncertainty and lack of infrastructure to manpower shortages and resistance from locals and environmentalists.

“The Wilmar-Noble JV is off the table as certain relevant merger clearances were not received (before a deadline),” a Wilmar spokeswoman said on Tuesday, without specifying which authorities had failed to give the greenlight.

The venture holds a majority interest in PT Henrison Inti Persada, which owns around 23,000 hectares of land in Papua. Both companies had planned to produce and sell crude palm oil and its by-products.

Analysts said the stymied project was unlikely to have a big impact on the firms’ earnings due to the relatively small size of the land and as the development was still in very early stages.

“This was probably unexpected by the companies, but I think they are still keen to work together and look for other opportunities both in Papua and other markets,” said James Koh, an analyst at Maybank Kim Eng.

Firms that have tried to develop palm plantations in Papua with little success include a unit of Singapore-listed Golden Agri-Resources, which has 13,355 hectares of palm land there. It has total planted areas of around 464,300 hectares.

本帖最后由 icy97 于 24-7-2013 10:46 PM 编辑

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发表于 7-8-2013 01:05 AM | 显示全部楼层
Wilmar profit rises 87% on higher volumes, oilseeds rebound
http://www.theedgesingapore.com/the-daily-edge/business/45032-wilmar-profit-rises-87-on-higher-volumes-oilseeds-rebound-.html

Tue, 6 Aug 19:16
Wilmar International, the world’s largest palm oil trader, said second-quarter profit rose 87% on increased sales volumes and after its oilseeds unit swung to a profit.

Net income was $218.5 million ($277.2 million) in the three months ended June 30, compared with US$117.1 million a year earlier, the Singapore-based company said today in a statement. That missed the US$286 million average estimate of three analysts surveyed by Bloomberg. Sales declined 5.4% to US$10.4 billion, driven by lower palm oil prices.

Palm oil, the world’s most-used edible oil, tumbled to the lowest level in more than three years last month and has declined 7.9% this year. Wilmar said today in its outlook that while lower palm prices add to challenges, cheaper costs for commodities will benefit the company.

“The current low crude palm oil prices and declining refining margins in Indonesia add to an already challenging operating environment,” Chief Executive Officer Kuok Khoon Hong said in a separate statement. Lower raw material prices for its downstream products and recent investments such as in sugar and specialty fats, “will have positive contributions,” he said.

The stock fell 0.3% to $3.15 at the close in Singapore, before the announcement today, bringing this year’s decline to 5.7%.

Wilmar’s palm processing and trading unit, its biggest, posted a 40% gain in pretax profit and a 10% increase in sales volume as it added refining capacity in Indonesia. The company buys more than 90% of the palm oil for its refineries from third parties.

Its oilseeds unit, which processes soybeans in meal and oil, posted a US$15.3 million profit before tax in the quarter compared with a $40 million loss a year earlier as margins remained positive.

Volumes rose 22% at its consumer products unit and 64% at its sugar unit, Wilmar said.


Name of Announcer *WILMAR INTERNATIONAL LIMITED
Company Registration No.199904785Z
Announcement submitted on behalf ofWILMAR INTERNATIONAL LIMITED
Announcement is submitted with respect to *WILMAR INTERNATIONAL LIMITED
Announcement is submitted by *TEO LA-MEI
Designation *COMPANY SECRETARY
Date & Time of Broadcast06-Aug-2013 17:20:58
Announcement No.00070

>> ANNOUNCEMENT DETAILS
The details of the announcement start here ...
For the Financial Period Ended *30-06-2013
DescriptionPlease refer to attached announcement.
Attachments
Wilmar_2Q13_Results_Announcement.pdf


For the Financial Period Ended *30-06-2013
DescriptionPlease refer to attached News Release.
Attachments
Wilmar_2Q13_Results_News_Release.pdf

For the Financial Period Ended *30-06-2013
DescriptionPlease refer to attached Results Briefing Presentation.
Attachments
Wilmar_2Q13_Results_Briefing_Presentation.pdf


Dividend ValuePayment TypeDividend TypeFinancial Year EndDividend NumberTax Exemption Clause
SGD 0.025 Per 1 Ordinary shareTax Exempted (1-tier)Interim31/12/201313This is a tax exempt dividend paid under the one-tier system.

Record Date *20/08/2013
Record Time *17:00
Date Paid/Payable (if applicable)28/08/2013
FootnotesNotice is hereby given that the Share Transfer Register and Register of Members of the Company will be closed from 20 August 2013 at 5.00 pm to 21 August 2013 (both dates inclusive), for the purpose of determining shareholders' entitlement to the Company's interim tax exempt (one-tier) dividend of S$0.025 per ordinary share for the financial year ending 31 December 2013 ("Interim Dividend") to be paid on 28 August 2013.

Duly completed registrable transfers of ordinary shares received by the Company's Share Registrar, Tricor Barbinder Share Registration Services of 80 Robinson Road #02-00, Singapore 068898, up to 5.00 pm on 20 August 2013, will be registered to determine shareholders' entitlement to the Interim Dividend.

Depositors whose securities accounts with The Central Depository (Pte) Limited are credited with the Company's ordinary shares as at 5.00 pm on 20 August 2013 will be entitled to the Interim Dividend.

Issued by
Wilmar International Limited
6 August 2013
本帖最后由 icy97 于 7-8-2013 01:36 AM 编辑

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发表于 7-8-2013 02:04 AM | 显示全部楼层
Name of Announcer *WILMAR INTERNATIONAL LIMITED
Company Registration No.199904785Z
Announcement submitted on behalf ofWILMAR INTERNATIONAL LIMITED
Announcement is submitted with respect to *WILMAR INTERNATIONAL LIMITED
Announcement is submitted by *TEO LA-MEI
Designation *COMPANY SECRETARY
Date & Time of Broadcast06-Aug-2013 20:34:11
Announcement No.00223

>> ANNOUNCEMENT DETAILS
The details of the announcement start here ...
Announcement Title *Update on Proposed Disposal of 15% Interest in Fortune Gas Investment Holdings Limtied
DescriptionPlease see attached announcement.
Attachments
Update_on_Proposed_Disposal_of_Fortune_Gas_Investment_Holdings_Limited_6Aug13.pdf

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发表于 8-8-2013 12:40 AM | 显示全部楼层
丰益国际的2Q13盈利跃升86.5%
http://www.sharesinv.com/zh/articles/40764/

2013年08月07日
丰益国际(Wilmar International)在第二季度录得净利跃升86.5%至2亿1,850万美元,尽管收入下跌5.4%至104亿美元。若不包括非营运项目,营运盈利增加42.4%至2亿4,540万美元。值得注意的是,大部份主要业务的盈利均提高,油籽和谷类业务转亏回盈,并且带来可观的贡献。制糖业务的季节性亏损也减少,其糖贸易及加工盈利则提高了。然而,种植及棕油加工厂依旧受原棕油价格和产量下降所影响。1H13的收入下跌4%至206亿美元,净利则提高43.1%至5亿3,390万美元。

启示:公司宣布派发每股0.025元的中期股息,登记日期为2013年8月20日。公司指出,虽然原棕油价格回落带来更多挑战,但它预期商品成本减低将有所帮助,因为其下游产品的原料成本下降将带来有利贡献。原棕油价格在上个月回落至三年多来的最低水平,本年迄今下跌了7.9%。
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发表于 13-8-2013 12:22 AM | 显示全部楼层
丰益在印尼发展遇阻力,计划在非洲拓展棕油业务
http://www.sharesinv.com/zh/articles/40783/

文: 汤森路透 (译:杨佳文) 2013年08月12日 汤森路透

新加坡上市企业丰益国际(Wilmar International)计划在非洲拓展棕油业务,并可能会在缅甸开展制糖业务,原因是它无法如计划般在印尼找到合适的土地。

丰益的总裁郭孔丰在8月7日召开的汇报会上受访时表示,公司拟在非洲探寻发展机会,并希望能在接下来的半年内公布更多在缅甸发展业务的详情。缅甸是在最近几年才对外开放。

印尼和马来西亚已开发了数百公顷的土地来种植油棕,因此有越来越多种植业者将非洲西岸视为下一个拓展业务的地点。

棕油业者最近想在印尼拓展业务都受挫。之前,丰益国际和来宝集团(Noble Group)计划合作在印尼的巴布亚发展棕油业务,但却因无法获得有关当局批准而告吹。郭孔丰在汇报会上不愿详谈此事。

由于印尼可能修改法律,其他棕油业者如金光农业资源(Golden Agri-Resources)如今也较难取得新执照。

印尼已成为东南亚的首要投资地点,但由于其银行业和资源资源领域方面的法律规定不明确,一直令外国投资者有所顾虑。

截至2013年初,丰益的已种植面积约为25万5,648公顷,其中约73%位于印尼,23%位于东马,4%位于非洲。

烟霾笼罩

不久前,印尼苏门答腊的烧芭活动,令新加坡和马来西亚的空气污染指数创下新高,印尼的种植业因此受到密切关注。

印尼律师事务所Christian Teo Purwono & Partners的外国法律顾问Bill Sullivan说:“基于近来有许多关于印尼烟雾问题及烧芭活动的报道,地方政府在发出油棕种植执照时想必会有更多考量。”

印尼是世界最大的棕油生产国,其政府计划将新种植区的规模限制在10万公顷,但目前尚未敲定细节。

如果印尼政府实施上述条例,大型棕油企业如森那美(Sime Darby)和吉隆坡甲洞(Kuala Lumpur Kepong)可能必须加紧在其他市场找寻种植地,不然它们的盈利增长将减低。

金光农业资源的投资者关系总监Richard Fung在上周召开的业绩发布会上说:“各家企业都希望能保持高速发展,但营运方面的挑战令业者面对难题。”

金光农业资源是一家大型油棕种植企业,它在印尼的总种植面积为46万4,600公顷。

印尼在2013年5月发出禁令,停止发出原始森林和泥炭地的种植与开采权。挪威已答应提供多达10亿美元的资金,以帮助印尼减轻滥伐问题。

全球森林倡议(Global Forest Initiative)的总监Nigel Sizer在世界资源研究所(World Resources Institute)的会议上说:“印尼政府正在加强其透明度,负责改革的官员正逐步改善政府分配土地的程序。”

“市场的状况也正在改变,越来越多买家对产品的源头有所要求。”
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发表于 20-8-2013 03:04 PM | 显示全部楼层
刚发现到 wilmar 的股价来到了 5 年低点,
记得两年前它还有 5 块多的,
因此就 download 了它这几年的财务报表来看,
大约看了看,发现这公司不会创造现金的。

08年现金=29 亿
13年现金=103亿

08 年债务=52 亿
13 年债务=249 亿

08 年净利=15 亿
13 年第2季净利=5.5 亿

08 年净债务 23 亿,净利=15 亿。
13 年净债务 146 亿,净利=5.5 亿。

管理层在发梦吗?

难怪股价每况越下,,,!!!



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发表于 6-11-2013 08:28 PM | 显示全部楼层
传丰益欲购印度制糖公司

财经 天下  2013-11-06 12:05
(新德里5日讯)消息透露,丰益国际(Wilmar International)有意收购印度制糖公司———Shree Renuka Sugars的多数股权,双方正在进行协商。

不过,目前仍无法确定丰益可能为此支付的收购价码。

印度英文日报《Business Standard》报道昨日引述消息人士指出,如果双方的谈判朝丰益收购Shree Renuka多数股权的方向发展,丰益国际将支付比估值更高的溢价,因为它将能够进入印度和巴西这两大重要市场。

彭博社资料显示,Shree Renuka的市值超过151亿卢比(约424万令吉)。[南洋网财经]
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