A seismic shift is on the horizon for Wilmar International as its latest strategic moves promise to supercharge profitability in 2025 and 2026. Aletheia Capital’s Nirgunan Tiruchelvam has thrown his weight behind the stock, raising revenue and earnings forecasts with enthusiasm. The catalyst? A high-potential acquisition and a revitalized soybean processing business in China, poised to overcome years of oversupply challenges and set the stage for impressive gains.
Market Buzz and a Bright Future
Despite a slight dip of 0.33% to S$3.03 on January 10, investor sentiment is poised for a turnaround. Wilmar’s robust dividend yield of 5.5%, combined with anticipated revenue growth, is generating a buzz among both retail and institutional investors. This dynamic blend of value and momentum is attracting renewed interest and setting the stage for a potential rally.
Undervalued Treasure Trove
Wilmar is sitting on a gold mine that the market has yet to fully appreciate. With a near-90% stake in its separately listed Chinese subsidiary, Yihai Kerry Arawana Holdings Co.—a company valued at a staggering $30 billion—Wilmar’s own market capitalization languishes below $20 billion. This discrepancy highlights an underappreciation of its broader asset portfolio, including its enhanced stake in Adani Wilmar, currently valued at $1.76 billion based on a 44% ownership prior to the new acquisition.
Wilmar International’s Turnaround: Analyst Upgrades Stock Amid Strategic Expansion and Rising Margin
On the technical side, the outlook is equally exciting. With a short-term target already set at $3.16, the potential to surge to $3.30 in the coming months signals an enticing upside of over 6%.
Wilmar International’s Turnaround: Analyst Upgrades Stock Amid Strategic Expansion and Rising Margin
Thank you
