Friday, October 17, 2008

Battle of the Agri Commodities - Yo! Mr Jim Rogerferderer... Are you Shorting Any of these..pls let Us Know!

Yo! Mr Jim Rogerferederer....Le4 Ho2 Sei3 Bo2. (Hokkien for how do you do!). Can you please kindly advise us whether you are shorting any of these commodities and we will follow up....Yours Sincerely, SGDividends..

WILMAR Income Statement (ABOVE)

GOLDEN AGRI Income Statement(ABOVE)

Round 1: Golden Agri Wins! Maybe the reason for Wilmar's low gross margin is because it wanna undercut and gain market share?..maybe... ( anyone in the industry know about this? Please stand up!)



WILMAR Balance Sheet(ABOVE)

Golden Agri balance sheet (ABOVE)
Round 2: Golden Agri Wins!But maybe Wilmar is expanding aggressively, thats why they have more debt....maybe


WILMAR Cash Flow (ABOVE)





Indo Agri Cash Flow (ABOVE)

Round 3: Golden Agri Wins! Maybe Wilmar is rapidly increasing it's inventories in an anticipation of a larger market share? ..Maybe.....

WILMAR's Worth per share (ABOVE)




Golden Agri Worth per share (ABOVE)

Round 4: Golden Agri Wins! Maybe Wilmar want to be more high class and glam???

So why is GOLDEN AGRI HOGGING THE TOP SPOT IN VOLUME TRADES AND FALLING SO MUCH LATELY ?


Important: The objective of the articles in this blog is to set you thinking about the company before you invest your hard-earned money. Do not invest solely based on this article. Unlike House or Instituitional Analysts who have to maintain relations with corporations due to investment banking relations, generating commissions,e.t.c, SGDividends say things as it is, factually. Unlike Analyst who have to be "uptight" and "cheem", we make it simplified and cheapskate. -The Vigilante Investor, SGDividends Team


5 comments:

  1. Good quick snippet of data!

    Since most if not all stocks has fallen victim of indiscriminating selling, it is just a matter of time before every stocks being sell down to penny. The difference is just the starting points!

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  2. the falling oil price has ease rising pressure on CPO price, and in near term future CPO will oversupply and building into inventory. therefore agri stocks all out of favour at this moment. U need the marco economic ride out of this recession storm b/f picking back these stocks again.....

    ReplyDelete
  3. Hi Alonso,

    What you say is true..CPO correlates strongly, positvely with oil prices as they are subsitutes in some areas.

    Thats why we are inclined to sectoral investing( though not strictly following it, as we do use technical analysis to some degree..fundamental.just the best of all worlds)...See the article under sectoral investing we wrote below.

    ReplyDelete
  4. Nothing works as well as onld fashion value investing.

    ReplyDelete