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Wilmar International
Broker's Calls
RHB revises down CPO price assumptions, lowers target prices of planters under coverage
Given expectations of volatile CPO prices, RHB is favouring Wilmar due to its integrated and diversified business model.
August 12, 2022
Insider moves
Japfa and Wilmar in share buybacks following higher 1H sales
The company says the application for the Hong Kong listing of dairy unit AustAsia is still pending.
August 11, 2022
Broker's Calls
Indonesia's temporary export levy suspension to immediately increase domestic CPO and FFB prices: UOB KH
Indonesia had announced the temporary levy suspension from July 15 to August 31 to boost exports and increase domestic prices.
July 19, 2022
Broker's Calls
Indonesia's B35 mandate may not effectively lower stocks in the near term: CGS-CIMB
The B35 policy, effective on July 20, is aimed at reducing palm oil inventories in Indonesia.
July 12, 2022
Broker's Calls
UOB KH maintains ‘buy’ on Wilmar, highlights ESG practices
UOBKH highlighted that catalysts for the company include a stronger recovery in China operations, among others.
July 07, 2022
Broker's Calls
Higher biodiesel mandate in Indonesia medium-term positive for Indonesian biodiesel producers: CGS-CIMB
The plan would allow the producers such as Wilmar, Golden Agri and First Resources to expand their revenues and earnings base.
July 04, 2022
Broker's Calls
Indonesia 'clearly' did not benefit from palm oil export ban, prices correct 28% after lifting: UOBKH
UOB Kay Hian Research and CGS-CIMB Research's target prices on Wilmar International are at least 37% above its current price.
June 24, 2022
Commodities
Don't forget the NOW sector
Investors may ignore Olam and Wilmar at their peril.
June 23, 2022
Broker's Calls
'Buy' winners of the change in Indonesia palm oil export tax structure: RHB
The Indonesian government will be imposing a new US$200 per tonne special export tax for the DMO exemption.
June 09, 2022
Commodities
A global stock trader's guide to navigating food protectionism
The soaring costs of grains, palm oil and chicken are forcing equity investors to rethink their positions
May 29, 2022