Monitor Wilmar

For the past few months, Wilmar has underperformed the general market. It is one of the stock that under my watch list. I seldom have big cap stock in the watch list, primary reason is the slower growth it provides.

However, after some brief study on Wilmar, I am interested in investing in the company. It has few draws:
- Market leader in China cooking oil
- Diversifying into flour and rice
- New sugar business

I think it will do well in the long run. It might not grow as fast as it used to be. However, the new business should provide enough growth driver. I am not really classifying it as CPO play, but the increase in CPO price might have positive impact on the company.