Added to YB: 2024-10-18
Pitch date: 2024-10-17
WLMIF [bullish]
Wilmar International Limited
+3.93%
current return
Author Info
Bos Invest is a Dutch investor using fundamental analysis and a total return approach. Sign up for their newsletter.
Company Info
Wilmar International Limited operates as an agribusiness company in Singapore, South East Asia, the People's Republic of China, India, Europe, Australia/New Zealand, Africa, and internationally.
Market Cap
$15.5B
Pitch Price
$2.25
Price Target
5.04 (+115%)
Dividend
5.21%
EV/EBITDA
9.15
P/E
9.97
EV/Sales
0.53
Sector
Food Products
Category
value
Wilmar International: a cheap way to buy exposure to food production
WLMIF: Leading agribusiness in palm oil & sugar. Undervalued at 10x P/E, 5.2% yield. Listed subsidiary YKA worth >mkt cap. ROE 7.8%, ROIC 6.1%, potential for 10%. Strong assets, consistent profits. ADM 22.5% stake mitigates governance risks. PT: 1.5x BV, 90% upside.
Read full article (7 min)