Emerging catalysts for 2H21F■ We see the listing of AWL and better 2H21 results as share price catalysts.■ Wilmar said it is exploring various options to unlock value for shareholders.■ Reiterate Add. Wilmar's market cap of US$20.6bn is at a significant discountto the value of its 90% stake (worth S$55bn) in YKA.

Read more of this post