It was around this time last year when the SGX Bull Charge Stock Challenge competition was held and I participated in the competition which lasts about 2.5 months.It was heavily contested with more than 136 participants competing for the main prize.I managed to lead the competition for most of the period until the very last day when another contestant Thebearprowl leaped over the first position and took the champion.I wasn't upset (though felt a bit disappointed to give up the lead) about losing to another great competitor and was glad that I have a lot of takeaway I could learn from the competition itself.Today, Thebearprowl and I are very close friends where we shared a private chatgroup to discuss on stocks and companies that have potentials to outperform.2018 SGX Bull Charge Stock Chal

Founded in 1991, Wilmar International Limited is a leading agribusiness group in Asia. As of 23 September 2019, Wilmar is worth US$23.9 billion in market capitalisation and is one of the 30 largest listed companies on the SGX and a constituent of the Straits Times Index. In this article, I’ll cover Wilmar’s latest annual results, growth plans and stock valuation. Here are 10 things to know about Wilmar before you invest: 1. Wilmar derives revenue from four key segments: Tropical Oils, Oilseeds and Grains, Sugar, and Others (Fertiliser & Ship-Chartering Services). Below is a segmental breakdown of Wilmar’s 2018 revenue: SegmentRevenue (US$ millions)Percentage of Total Revenue Tropical Oils16,94538.1% Oilseeds and Grains22,47250.5% Sugar4,0149.0% Othe

This article was first published on 20 February 2019 and contains links to our affiliate partners. DollarsAndSense receives a share of revenue from your sign-ups. Adopting a disciplined approach to invest a fixed sum of our salary each month can help us start our investing journey and grow our wealth in the long term. Investing this way has two main benefits: 1) we do not time the market and 2) we are able to conveniently achieve dollar cost averaging (DCA). Timing The Market If we are trying to time the market, we will only invest when we think the markets are at a low or when they are going up. It’s virtually impossible for even the best fund managers and investors, let alone average investors like us, to determine when markets are at their troughs or when they are going to spik

The commodities sector can be notoriously volatile, as prices of commodities such as coffee, palm oil and sugar may experience rapid fluctuations in response to supply and demand issues. Aside from crop-specific issues, there are also cyclical swings in each commodity based on the supply-demand situation at any point in time. For investors who plan to invest in the commodities sector, a key aspect to look out for is whether companies are still caught in the downcycle, as this means that they will suffer from a combination of low demand and high cost prices. One way to analyse this is to look at a group of such companies to ascertain if conditions are indeed better for all players, or if there is still significant stress within the system. In order to determine if commodity companies are s

Wilmar International’s (Wilmar) latest 2Q19 quarterly results were kind of disappointing. Affected by lower crush margins attributable to the impact of African swine fever on soybean meal demand and recognized losses due to the consolidation of Shree Renuka Sugars, the group’s net profit for the quarter sank 52.3 percent to US$150.9 million. The less-than-satisfactory results, coupled with negative investors’ sentiments around the protests in Hong Kong, escalating US-China trades conflicts and the inversion of yield curve in the US, have caused Wilmar’s share price to tank more than 8.8 percent after reaching a historical high of $4.08 on 30 July 2019. The weakness in the share price got us interested in this counter. We are tempted to jump into this stock but let us take a deeper

In recent weeks, the stock markets have been increasingly volatile. This should also come as no surprise to those following the markets, as the on-again-off-again US-China trade war saga continues with new vigour, an ongoing slowdown in the global economy, the yet unresolved Brexit, an rising geopolitical tensions in the Middle East. In Singapore, this has seen our benchmark Straits Times Index (STI) sink close to 5.0% in the past month, as well as higher volatility in the 2ndquarter of 2019. This can be seen in the graph below, depicting the STI’s steep climb at the start of April 2019, slumping in the month of May, recovering in June and July, and finally sinking in recent weeks. Source: SGX Given the volatile markets since May and the poor start to August, we have highlighted companie

Incorporated in 1968, PPB Group Berhad has grown into one of the biggest conglomerates in Malaysia. It is also one of the 30 largest listed corporations on Bursa Malaysia and, thus, a constituent of the FBM KLCI. As at 31 July 2019, PPB is worth RM26.5 billion in market capitalisation. I recently went through its 2018 annual report and will be covering PPB’s latest financial results, long-term performance, and valuation in this article. Here are 12 things to know about PPB before you invest: 1. Wilmar International Ltd: PPB owns a 18.5% stake in Wilmar, a Singapore-listed integrated agriculture group. Wilmar is involved in the cultivation, processing, manufacturing, and merchandising of agricultural products including palm oil and sugar. It owns over 500 manufacturing plants

Ending the first half of 2019, UOBKH’s alpha picks closed 6.8 percent in the month of June, with outperformance being led by Wilmar and CapitaCommercial Trust. That said, UOBKH notes that it is now time for meaningful changes to its portfolio. Here are four stock strategies that UOBKH made to its alpha portfolio which investors should take notice. Investors Takeaway: 4 Stock Strategies UOBKH Made To Its Alpha Portfolio That Investors Should Take Notice Consider: CDL Hospitality Trust CDL Hospitality Trust is one of the latest additions into UOBKH’s alpha picks. In the near term, UOBKH likes CDL Hospitality Trust for its exposure to Singapore tourist arrivals. As of 1Q19, CDL Hospitality Trust owns seven hotels in Singapore, which accounts for 62.5 percent of its portfolio valuation. Th

Since my last coverage in 2018, Wilmar share price went on a stupendous lung bursting form, surging from $3.20 in May 2018 to reach a multi-year high of $4.00 in recent days. The catalyst for the bullish Wilmar share price performance should be the approval of its subsidiary’s IPO application in China. On 12th July 2019, Wilmar share price climbed from $3.76 to $4.06 on 26 July 2019 upon the announcement of China Securities Regulatory Commission (“CSRC”)’s acceptance of Yihai Kerry Arawana Holdings Co., Ltd’ (YKA)s application for its proposed listing on the Shenzhen Stock Exchange. YKA is a 99.99%-owned subsidiary of Wilmar. While the recent form of Wilmar share price had been quite bullish, this counter has not reached the mighty level of $7.00 seen in the giddy days of 2010 w

Recent economic data have showed that the global economy was getting sluggish. It is no wonder central banks around the world are taking a pre-emptive strike against a deep slowdown by hinting of interest rate cuts. A coordinated effort to cut interest rates will nonetheless support stock prices. Given that the US and China has restarted trade talks to give us hope of a resolution, we focus on “risk-on” strategies in this article. Risk-On Environment: Defensive Sectors Lose Its Shine, Cyclicals To Outperform DBS believes that a temporary truce in the trade war will lead to rebound trades in cyclical names that have underperformed. In particular, there will be rotational interests in cyclicals such as  Oil and Gas, Real Estate and Banks as investors take profit on defensive sectors lik

The above is the snapshot of the Oversold Straits Times stocks for the week ended 12 Jul 2019. The Overbought STI stocks as shaded by orange above are CapitaLand stock, ComfortDelgro stock, SIA stock, ST Engineering and Wilmar International stock. There is only one Oversold STI stock for the week ended 12 Jul 2019. This… Continue reading OVERSOLD STI STOCKS (12 Jul 19) The post OVERSOLD STI STOCKS (12 Jul 19) appeared first on SINGAPORE STOCKS INVESTING.