ShareJunction - Member Posts

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Look how " stylish" Jumbo did.

Distribute , profit at 37.5 to 42.5 cents ....then collect some back at 29.5 to 32.5 cents......

huangyuanhe ( Date: 21-Mar-2017 15:09) Posted:

Retailers ONLY willing and dare to buy at 30 to 35 cents.

But BBs want to distribute their 98% to Retailers at HIGH HIGH Price e.g 45 cents

Cos those " FINANCE experts and " mastermind" " psycho them say " sure can" " worth more than 40 cents" blah blah.......

huangyuanhe ( Date: 21-Mar-2017 15:04) Posted:

Accumulation ? BY WHO ?

BBS + Private Placements & Associates = more than 98% Allocation

Accumulate to 100% ? JOKE

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Retailers ONLY willing and dare to buy at 30 to 35 cents.

But BBs want to distribute their 98% to Retailers at HIGH HIGH Price e.g 45 cents

Cos those " FINANCE experts and " mastermind" " psycho them say " sure can" " worth more than 40 cents" blah blah.......

huangyuanhe ( Date: 21-Mar-2017 15:04) Posted:

Accumulation ? BY WHO ?

BBS + Private Placements & Associates = more than 98% Allocation

Accumulate to 100% ? JOKE

analysistar ( Date: 21-Mar-2017 14:48) Posted:

im just camping at 0.41-0.42. looks like accumulation. should be clear by tmr

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Accumulation ? BY WHO ?

BBS + Private Placements & Associates = more than 98% Allocation

Accumulate to 100% ? JOKE

analysistar ( Date: 21-Mar-2017 14:48) Posted:

im just camping at 0.41-0.42. looks like accumulation. should be clear by tmr

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the only way to have real meaningful distirubution is to do it at Range 32.5 to 38.5 cents

but these BBs confirmed " super super GREEDY" ....

huangyuanhe ( Date: 21-Mar-2017 14:25) Posted:

170 mil to Private Placements. So of course BB buying back from Private Placements Lots.

huangyuanhe ( Date: 21-Mar-2017 14:23) Posted:

BBs sell to Private Placements 20 to 25 cents buy back from some at 45 cents. JOKE.

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170 mil to Private Placements. So of course BB buying back from Private Placements Lots.

huangyuanhe ( Date: 21-Mar-2017 14:23) Posted:

BBs sell to Private Placements 20 to 25 cents buy back from some at 45 cents. JOKE.

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BBs sell to Private Placements 20 to 25 cents buy back from some at 45 cents. JOKE.

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Kimly BBs put " Sandwich Trap"

44 Big Buy Queue and 45 Big Sell Queue

So, inducing gan jiong retailers to be sucked in at 44.5

(distribution mode, be cautious)

huangyuanhe ( Date: 21-Mar-2017 14:09) Posted:

Jumbo play is different more sustainable

Jumbo Pushed up to 40 cts then push downed to 29 cents, then Range Play 31 cents to 38 cents

Jumbo BBs know how to distribute, reaccumulate, push up, profit taking, ...etc

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Jumbo play is different more sustainable

Jumbo Pushed up to 40 cts then push downed to 29 cents, then Range Play 31 cents to 38 cents

Jumbo BBs know how to distribute, reaccumulate, push up, profit taking, ...etc

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BBs buying from BBs 5 X , Retailers only buy 1 X.

More than 1 Billion Shares with BBs and Associates , how to distribute ? Oly those gan jiong retailers will be " SUCKED IN"

huangyuanhe ( Date: 21-Mar-2017 13:54) Posted:

BBs helping BBs = meaningless if NOT MUCH RETAILERS BUYING

huangyuanhe ( Date: 21-Mar-2017 13:52) Posted:

yesterday 20 cts + 46 cts / 2 = 33 cts

today 20 cts + 43 cts / 2 = 31.5 cts

33 + 31.5 / 2 = 32.25 cents

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BBs helping BBs = meaningless if NOT MUCH RETAILERS BUYING

huangyuanhe ( Date: 21-Mar-2017 13:52) Posted:

yesterday 20 cts + 46 cts / 2 = 33 cts

today 20 cts + 43 cts / 2 = 31.5 cts

33 + 31.5 / 2 = 32.25 cents

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yesterday 20 cts + 46 cts / 2 = 33 cts

today 20 cts + 43 cts / 2 = 31.5 cts

33 + 31.5 / 2 = 32.25 cents

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those who partied with Constuction Companies towkays in the 80s and 90s should know what I am talking about

in the 80s and 90s Construction Boom, construction companies have so many projects and business and profits margins then were super good

but what happen to them and their companies ?

BIG $ spent on entertainment were " super luxurious " ~ much like those social media tycoon youngsters of today ~ but 80s and 90s no instagram so only those who partied with them know all the stories

huangyuanhe ( Date: 21-Mar-2017 13:42) Posted:

42.5 cents is still very high, as most of the shares held by BBs and Associates and Private Placements.

Distribution to Retail Investors very little. At above 40 cents, Retailers not much interest.

So, unless BBs want to IPO in March 2017 and Privatize & Delist in Mar 2017 also, then they HAVE TO distribute.

The ONLY WAY to mass distribute is price between 30 to 35 cents.

Cuurent status shows BBs " super greedy" and $ money $ . Thus, with such business attitude, if they are those nite clubs flowers garlands towkays , then I wont even want to touch and buy even if price is 30 cents.

Kimly towkays, only their friends know what type of management towkays they are. And for us to find out.

sengsk ( Date: 21-Mar-2017 13:30) Posted:

Yesterday ~ 9:30am I already call for short ~(0.54) where within 15 min later I closed it ~(0.476 - 0.48 ).

If you drag down, You can see My call and as well close Short.

Actually, I base on mental Philosophy on trading this newly IPO stock ( BTW, Do you agree with me the open pricing is too radicular high ?)

If Yes, you should know why I do it .

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42.5 cents is still very high, as most of the shares held by BBs and Associates and Private Placements.

Distribution to Retail Investors very little. At above 40 cents, Retailers not much interest.

So, unless BBs want to IPO in March 2017 and Privatize & Delist in Mar 2017 also, then they HAVE TO distribute.

The ONLY WAY to mass distribute is price between 30 to 35 cents.

Cuurent status shows BBs " super greedy" and $ money $ . Thus, with such business attitude, if they are those nite clubs flowers garlands towkays , then I wont even want to touch and buy even if price is 30 cents.

Kimly towkays, only their friends know what type of management towkays they are. And for us to find out.

sengsk ( Date: 21-Mar-2017 13:30) Posted:

Yesterday ~ 9:30am I already call for short ~(0.54) where within 15 min later I closed it ~(0.476 - 0.48 ).

If you drag down, You can see My call and as well close Short.

Actually, I base on mental Philosophy on trading this newly IPO stock ( BTW, Do you agree with me the open pricing is too radicular high ?)

If Yes, you should know why I do it .

ysh2006 ( Date: 21-Mar-2017 13:11) Posted:

Wow you naked short at 54c buy back at 45c....very zhun leh....100000 lot = $10K profit

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later STI have a nice correction say - 30 to - 50 points

can even buy Kimly at below 30 cents

So, dont gan jiong

huangyuanhe ( Date: 21-Mar-2017 10:44) Posted:

dont be " lured " ....

41.5 vs 42 cents

buy queue is ....

.....to lure and to distribute at 42 cents

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dont be " lured " ....

41.5 vs 42 cents

buy queue is ....

.....to lure and to distribute at 42 cents

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if you can, find out how many of Kimly Coffeshops lease going to expire this year

this is very important besides a good honest reliable high integrity management

nqing87 ( Date: 21-Mar-2017 10:32) Posted:

i do agree that lots of company will list at the time where their results is best, so as to be able to attract ppl to invest.. the IPO purpose is to suck ppl money.. i think recently Vizbrand is seeking to relist back, after delisted in 2013.. this is obviously due to the fact that currently food sector are highly valued in sg market, and this vizbrand owner is cunning.. delist at low price, relist at high price.. poof, tonnes of money for him.. this kind of company likely wont reward their shareholders, only finding opportunity to suck ppl money to enrich themselves.. but well, sgx will be more than happy to welcome another company to list to get their income & also create the impression that market confidence is back..

For kimly, since they are running traditional business, i think their income should be stable.. unless there' s hanky panky going around which we do not know and this is out of our control.. stable is good especially in recession times, but most important is how to grow the business.. i dont see kimly having a high chance of growing further in this matured coffe shop business, unless their online delivery venture is successful (which is hard also considering there' s also growing competition in online food delivery since it is not difficult to enter this kind of business)

huangyuanhe ( Date: 21-Mar-2017 10:20) Posted:

dont read too much into it

during IPO presentation, always the Best Presentations

Before and After

look at a lot of companies before IPO earnings forecast and after IPO actual earnings (or some even loss)

not sure about Kimly, but other companies usually the management will say Costs go Up lah.... Expense this Go up lah .....Economy lah...

(just see the Annual Reports.....a lot of fantastic writeups and reasonings.....)

Case Study : Healthway Medical

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the irony is :

there are A Lot of Companies IPO for many years already, proven managment good track records, proven earnings for many years, brands established fot many many years, yet they are " unappreciated, under valued" by most investors thus....sooner or later, you cannot blame them for wanting to Privatize and Delist

cos what' s the meaning of getting listed if you do not need ot tap into the Capital Markets here

sengsk ( Date: 21-Mar-2017 10:27) Posted:

huangyuanhe ( Date: 21-Mar-2017 10:20) Posted:

dont read too much into it

during IPO presentation, always the Best Presentations

Before and After

look at a lot of companies before IPO earnings forecast and after IPO actual earnings (or some even loss)

not sure about Kimly, but other companies usually the management will say Costs go Up lah.... Expense this Go up lah .....Economy lah...

(just see the Annual Reports.....a lot of fantastic writeups and reasonings.....)

Case Study : Healthway Medical

x 0

dont read too much into it

during IPO presentation, always the Best Presentations

Before and After

look at a lot of companies before IPO earnings forecast and after IPO actual earnings (or some even loss)

not sure about Kimly, but other companies usually the management will say Costs go Up lah.... Expense this Go up lah .....Economy lah...

(just see the Annual Reports.....a lot of fantastic writeups and reasonings.....)

Case Study : Healthway Medical

nqing87 ( Date: 21-Mar-2017 10:13) Posted:

i read in article that at 25 cents, p/e is about 12.. so if 40 cents, than p/e is about 19.. is the profit that the article using to calculate based on the profit attributable to shareholders?

jeremyow ( Date: 21-Mar-2017 09:56) Posted:

Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry.

I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year?

But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.

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of course net worth x 25 times is an exxageration, maybe net worth 10 x times

if landlords UP rentals on coffeeshops, what will happen to P & L ?

Margins eroded ? P & L forecast based on IPO to eb re-adjusted ? PE more than 50 ?

huangyuanhe ( Date: 21-Mar-2017 10:06) Posted:

did Kimly in the Prospectus showed us :

how many coffeeshops their lease going to expire in 6 months, how many in 1 year , how many next year ......

this is very very important.

I expect landlords will say : kimly towkays now listed all very rich tycoons driving mar-ser-dee le, net worth all x 25 times already.....

so do you think landlords will UP rentals ?

jeremyow ( Date: 21-Mar-2017 09:56) Posted:

Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry.

I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year?

But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.

x 0

did Kimly in the Prospectus showed us :

how many coffeeshops their lease going to expire in 6 months, how many in 1 year , how many next year ......

this is very very important.

I expect landlords will say : kimly towkays now listed all very rich tycoons driving mar-ser-dee le, net worth all x 25 times already.....

so do you think landlords will UP rentals ?

jeremyow ( Date: 21-Mar-2017 09:56) Posted:

Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry.

I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year?

But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.