ShareJunction - Member Posts

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Sooner or later, BBs will just be " playing among themselves" But this is " not very sustainable " as BBs will take a long time to distribute to the retailers.

huangyuanhe ( Date: 20-Mar-2017 09:45) Posted:

Now from TOP to bottom down " distribution mode" , it is more difficult to distribute this way. Just wanna say : BBs " too greedy" to open debut price at more than +100% Gain. Scares away a lot of retailers interest.

huangyuanhe ( Date: 20-Mar-2017 09:42) Posted:

Kimly BBs due to big % of Private Placement , their moves was" a bit too greedy" , as the opening is more or less controlled by them....

if they had debuted at say $0.30 then ...will be more interesting ...

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Now from TOP to bottom down " distribution mode" , it is more difficult to distribute this way. Just wanna say : BBs " too greedy" to open debut price at more than +100% Gain. Scares away a lot of retailers interest.

huangyuanhe ( Date: 20-Mar-2017 09:42) Posted:

Kimly BBs due to big % of Private Placement , their moves was" a bit too greedy" , as the opening is more or less controlled by them....

if they had debuted at say $0.30 then ...will be more interesting ...

nqing87 ( Date: 20-Mar-2017 09:40) Posted:

it is always not right to invest in counters over 20+ p/e in fundamental sense.. normally i only invest long term for counters below 10 p/e with more than 5% dividend and ideally no debt.. cos i know market grossly over value food counters, and therefore i made a lucky bid for IPO.. just sold my 2 lots at opening, and have to thanks the irrationality of market..

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Kimly BBs due to big % of Private Placement , their moves was" a bit too greedy" , as the opening is more or less controlled by them....

if they had debuted at say $0.30 then ...will be more interesting ...

nqing87 ( Date: 20-Mar-2017 09:40) Posted:

it is always not right to invest in counters over 20+ p/e in fundamental sense.. normally i only invest long term for counters below 10 p/e with more than 5% dividend and ideally no debt.. cos i know market grossly over value food counters, and therefore i made a lucky bid for IPO.. just sold my 2 lots at opening, and have to thanks the irrationality of market..

huangyuanhe ( Date: 20-Mar-2017 09:33) Posted:

Just be careful . Why ? Private Placement vs Public Offering . Something is just not.....so.....right.

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Japfa is up .

I long it right .

huangyuanhe ( Date: 20-Mar-2017 09:27) Posted:

Jumbo moves today

Japfa moving....or going to move

huangyuanhe ( Date: 20-Mar-2017 09:19) Posted:

Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain.

Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" . e.g. PE less than 20....etc

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Kimly getting listed is a Double Edge Sword.

Now, landlords will say : " Wa, you get listed share price up so much very rich already....so when master leases expire, landlords will UP coffeeshop rental lease prices" This is human behavior. That' s for sure.

IPO always pricedand debut at when company is at most " attractive mode" . After a while....

huangyuanhe ( Date: 20-Mar-2017 09:33) Posted:

Just be careful . Why ? Private Placement vs Public Offering . Something is just not.....so.....right.

nqing87 ( Date: 20-Mar-2017 09:30) Posted:

just my opinion, it is not right to say grossly under valued by market.. market had over-value food sectors.. u should say undervalue with respect to kimly in terms of p/e.. but anyway, kimly has no debt, and better balance sheet than quite a few other food counters.. also the nature of kimly business is more stable than few others food counters since they are those traditional coffee shop, in which people still need to eat no matter how bad economy is, ie recession proof.. so the valuation to kimly is surely to be higher than average p/e of food sector.. im only surprise about the opening price, and did not expect that it opens straight away to the price of what market will eventually value it at.. there are tonnes of better dividend counters with much lower p/e around.. but this is stock market, where irrationality kicks in

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Just be careful . Why ? Private Placement vs Public Offering . Something is just not.....so.....right.

nqing87 ( Date: 20-Mar-2017 09:30) Posted:

just my opinion, it is not right to say grossly under valued by market.. market had over-value food sectors.. u should say undervalue with respect to kimly in terms of p/e.. but anyway, kimly has no debt, and better balance sheet than quite a few other food counters.. also the nature of kimly business is more stable than few others food counters since they are those traditional coffee shop, in which people still need to eat no matter how bad economy is, ie recession proof.. so the valuation to kimly is surely to be higher than average p/e of food sector.. im only surprise about the opening price, and did not expect that it opens straight away to the price of what market will eventually value it at.. there are tonnes of better dividend counters with much lower p/e around.. but this is stock market, where irrationality kicks in

huangyuanhe ( Date: 20-Mar-2017 09:19) Posted:

Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain.

Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" . e.g. PE less than 20....etc

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Jumbo moves today

Japfa moving....or going to move

huangyuanhe ( Date: 20-Mar-2017 09:19) Posted:

Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain.

Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" . e.g. PE less than 20....etc

huangyuanhe ( Date: 17-Mar-2017 15:45) Posted:

Next week is " F & B" Week.

It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.

A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.

Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%.....

Today, I have spread some long positions on a few quality F & B counters.

Next Week is F & B Week.

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I didnt long Kimly today.

1. Private Placement Shares TOO MUCH.

2. Public Offering TOO LITTLE.

3. Kimly ON MASTER LEASE (profit margins and number of coffeeshops depend on REAL LANDLORDS) < ==> REMEMBER THIS POINT

huangyuanhe ( Date: 20-Mar-2017 09:19) Posted:

Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain.

Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" . e.g. PE less than 20....etc

huangyuanhe ( Date: 17-Mar-2017 15:45) Posted:

Next week is " F & B" Week.

It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.

A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.

Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%.....

Today, I have spread some long positions on a few quality F & B counters.

Next Week is F & B Week.

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Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain.

Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" . e.g. PE less than 20....etc

huangyuanhe ( Date: 17-Mar-2017 15:45) Posted:

Next week is " F & B" Week.

It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.

A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.

Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%.....

Today, I have spread some long positions on a few quality F & B counters.

Next Week is F & B Week.

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Salim Group Food Empire : Champion

huangyuanhe ( Date: 17-Mar-2017 16:02) Posted:

Bingo ! Food Empire moving up already. One of my long positions (F & B).

huangyuanhe ( Date: 17-Mar-2017 15:45) Posted:

Next week is " F & B" Week.

It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.

A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.

Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%.....

Today, I have spread some long positions on a few quality F & B counters.

Next Week is F & B Week.

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Sheng Siong moving too

huangyuanhe ( Date: 17-Mar-2017 15:45) Posted:

Next week is " F & B" Week.

It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.

A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.

Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%.....

Today, I have spread some long positions on a few quality F & B counters.

Next Week is F & B Week.

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Jumbo moving too

huangyuanhe ( Date: 17-Mar-2017 16:02) Posted:

Bingo ! Food Empire moving up already. One of my long positions (F & B).

huangyuanhe ( Date: 17-Mar-2017 15:45) Posted:

Next week is " F & B" Week.

It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.

A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.

Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%.....

Today, I have spread some long positions on a few quality F & B counters.

Next Week is F & B Week.

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Bingo ! Food Empire moving up already. One of my long positions (F & B).

huangyuanhe ( Date: 17-Mar-2017 15:45) Posted:

Next week is " F & B" Week.

It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.

A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.

Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%.....

Today, I have spread some long positions on a few quality F & B counters.

Next Week is F & B Week.

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And when Dutch coffee and tea firm Jacobs Douwe Egberts (JDE) paying All Cash to acquire Super Group in a deal valuing Super at S$1.45 billion,

you know there is a lot of " hidden value" in some of the well known established brands of some really good quality listed F & B counters here.

huangyuanhe ( Date: 17-Mar-2017 15:45) Posted:

Next week is " F & B" Week.

It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.

A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.

Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%.....

Today, I have spread some long positions on a few quality F & B counters.

Next Week is F & B Week.

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Next week is " F & B" Week.

It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.

A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.

Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%.....

Today, I have spread some long positions on a few quality F & B counters.

Next Week is F & B Week.

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Hot Yes, but be careful. Not so simple from the placement and public tranche allocation. I think I know " their purpose and motives" .

1. placement tranche too much might as well NOT IPO (should be Public Offer not Private Offer

) public tranche so few " something is just not so right"

2. Kimly coffeeshops are on Master Leased Basis, not wholly owned by them. They are sub landlords. When Real Landlords increases coffeeshop prices due to competition bids, what will be left of Kimly ?

guards80 ( Date: 16-Mar-2017 10:46) Posted:

kimly IPO is very hot. i ask uob kayhian broker he say left 0 placement share

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Food Empire BBs, backed by youngest son of great Liem " Michael Corleone" Anthony Salim (vs QAF Andree Salim) is also more eager and more " advanced" .

huangyuanhe ( Date: 16-Mar-2017 10:06) Posted:

Quality F & B Stocks will be boosted by F & B IPO Stock Debut Kimly " hotness" next week.

All +3% at least next week.

I am looking at Food Empire, QAF, Sheng Siong, breadtalk.

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Look at Jumbo. Proven my point for quality F & B stocks + and + % next week. Jumbo BBs are more eager and " advanced" .

huangyuanhe ( Date: 16-Mar-2017 10:06) Posted:

Quality F & B Stocks will be boosted by F & B IPO Stock Debut Kimly " hotness" next week.

All +3% at least next week.

I am looking at Food Empire, QAF, Sheng Siong, breadtalk.

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When you think of Kimly, you think of kopitiams. When you think of kopitiams, you think of Kopi, Bread and Butter.

Too bad I cannot buy Auric Pacific and Super Group anymore. (Offer + Delisting soon).

So quality stocks like Sheng Siong, QAF, Food Empire, BreadTalk come to my mind when I think of Kopi, Bread and Butter.

huangyuanhe ( Date: 16-Mar-2017 10:06) Posted:

Quality F & B Stocks will be boosted by F & B IPO Stock Debut Kimly " hotness" next week.

All +3% at least next week.

I am looking at Food Empire, QAF, Sheng Siong, breadtalk.

x 0

Quality F & B Stocks will be boosted by F & B IPO Stock Debut Kimly " hotness" next week.

All +3% at least next week.

I am looking at Food Empire, QAF, Sheng Siong, breadtalk.