Back

Latest Forum Topics / Super Group

Post Reply

Super Coffee Post Reply Rate topic
SamuelJ Member	15-May-2014 09:51        SamuelJ About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol Cockroach. This seemed like murder cum suicide the way it was sold. 3.50 drop to 2.85 . That's 19% drop in 3 days after dividend payout and profit drop report. All wrong timing, back to back.
Useful To Me  Not Useful To Me
SamuelJ Member	15-May-2014 09:46        SamuelJ About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry should be hammer if it can rebound into a positive close today the rebound tomorrow would be much higher.
Useful To Me  Not Useful To Me
fortunecat Master	15-May-2014 09:41        fortunecat About Contact  Quote this Post!
x 0   x 0  Alert Admin	madness, did they found cockroach in their 3 in 1 coffee
Useful To Me  Not Useful To Me
SamuelJ Member	15-May-2014 09:40        SamuelJ About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hold, time to rebound if it's inverted hammer
Useful To Me  Not Useful To Me
pineapple123 Member	15-May-2014 09:40        pineapple123 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	no talk of technical analysis here. all the support is getting broken like nobody' s business. if close below 2.8 could be headed for even 2.6 ..
Useful To Me  Not Useful To Me
tormater Senior	15-May-2014 09:39        tormater About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Seems not yet. Still going down strong. Not sure I should buy more at this price. It could be a falling knife. Novice13      ( Date: 15-May-2014 08:55) Posted: If I am correct, Super group today should be in green colour as what I seen in the buying and selling queues now. Those shortists for the past two days meed to cover back their open positions.
Useful To Me  Not Useful To Me
genting^2 Master	15-May-2014 09:34        genting^2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should be inverted hammer. Where isn' t there a edit button to edit posted text?
Useful To Me  Not Useful To Me
genting^2 Master	15-May-2014 09:32        genting^2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes from the charts it looks like it is covering time for the shortists. Best case  is to form a evening star
Useful To Me  Not Useful To Me
pineapple123 Member	15-May-2014 09:15        pineapple123 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	what' s the story behind the bonus issue? can anyone explain? im seriously looking to get vested in this company. looks like it can become a steal. classic case of buy when there is fear
Useful To Me  Not Useful To Me
brchkho1 Master	15-May-2014 09:09        brchkho1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oops! It keeps dropping..... Novice13      ( Date: 15-May-2014 08:55) Posted: If I am correct, Super group today should be in green colour as what I seen in the buying and selling queues now. Those shortists for the past two days meed to cover back their open positions.
Useful To Me  Not Useful To Me
Novice13 Veteran	15-May-2014 08:55        Novice13 About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	If I am correct, Super group today should be in green colour as what I seen in the buying and selling queues now. Those shortists for the past two days meed to cover back their open positions.
Useful To Me  Not Useful To Me
SamuelJ Member	15-May-2014 08:50        SamuelJ About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.4-traders.com/SUPER-GROUP-LTD-6500574/ Take a look. Next strong support 2.90 The action for the past 2 days wiped out all the gains in 1.5 years. Never seen anything like this since the last financial crisis. Especially on a company that is doing reasonably well.
Useful To Me  Not Useful To Me
genting^2 Master	15-May-2014 00:37        genting^2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CFD probably not counted.
Useful To Me  Not Useful To Me
CashKing Member	15-May-2014 00:17        CashKing About Contact  Quote this Post!
x 0   x 0  Alert Admin	number of lots shorted... btw anyone  have idea  if using CFD acc  also counted as short? Super Group 421,000 SGD 1,264,390
Useful To Me  Not Useful To Me
CashKing Member	15-May-2014 00:04        CashKing About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am new bird.. went thru  same thing  with indo agri, noble, golden agri, capitaland all  came down 10-20 percent before suddenly... usually rebound will  take 1-3 months like that.. must dong in between play in out to level down..  analyst report read for  pleasure boleh... said sell... it' s time to  little bit  slowly... when analyst  said buy...  get ready  to sell...
Useful To Me  Not Useful To Me
lifeisgood Supreme	14-May-2014 22:33        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thailand has been the archille heels of many good companies including Banyan Tree, and now Super Group. It will take a long time to shake off the damaging influence of Thailand on Super. So I expect more downside for Super. I am not vested, just sharing my observation.
Useful To Me  Not Useful To Me
hp3000 Veteran	14-May-2014 22:26        hp3000 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Huart Ah !! Count $$$$$ liao"
x 0   x 0  Alert Admin	Yes, Thailand is the main factor. But when can it be stable is a big question. Many political problem recently. As both red and green are very unhappy. If red win green will create trouble and if green win red will create problem again. Their political are not strong enough. Not like PAP which control most of the seat. For food ingredient division   Indonesia   once the stock of   pent-up clear it will start to resume order. As they are smart   to keep stock inview of rising commodity costs. That mean Super 2013 Q4 result are not that strong as the sale are for the pent-up.
Useful To Me  Not Useful To Me
Novice13 Veteran	14-May-2014 22:09        Novice13 About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	I agreed with you that Super group results needs some time to recover unless its management able to explore more new potential markets to boast its revenues. lucky168      ( Date: 14-May-2014 21:46) Posted: I think this is most of the conclusion that came out from the recent 1Q result And I believe the recovery will not be so fast, probably need to wait till 4Q so meantime, for the bulls, you need to hold tight hp3000      ( Date: 14-May-2014 21:13) Posted: Many analysis from broker flims had stop their buy call to hold. Also some had given a " sell" rating. The main point are below : 1) Major  consumer segment - Thailand drop. 2) Major  Food ingredient division -  Indonesia drop. 3)  Commodity prices rise -  coffee beans, sugar all went up. Sales for   Super Group' s   branded   consumer segment   ‐ which sells  instant coff ee, tea and cereal ‐ had been aff ected by the civil unrest   in   Thailand, which   it said   has   dampened   consumer spending   and  discouraged   businesses   from   stocking   up   their   inventories.   The  country is Super Group' s largest market for the branded consumer   division.  For its food ingredient division   ‐ which manufactures soluble coffee  powders and non‐ dairy creamers for other beverage makers ‐ lower   sales   into Indonesia   was   only   partially   offset   by   higher sales   into  markets in the East Asia region. Super Group' s   branded   consumer segment For Thailand (sales -11% yoy), management guided that half of the sales decline is due to forex effects, with a real slowdown in consumption driving the other half. Not only are retailers and wholesalers pulling back orders in anticipation of lower demand, but wholesalers are also facing rising bad debt risks and have cut out some distributors. We also understand that sales performance would have been even worse, if not for Super Group' s success in breaking into the new markets in the northern states. Thailand is a big worry. Food ingredient division For SE Asia, Indonesia (largest market) saw sales declining 30% yoy.  This was partly due to:  1) the effects of a weaker Rp,  2) customers' pre-emptive stocking up in 4Q, in anticipation of rising commodity costs. 3) some customers losing end-market market shares for some products.  The latter two reasons crop up as new worries for Super Group' s investment thesis as  they imply that the strong 4Q13 performance for FI was due to the effects of pent-up  demand and the prior high-growth years for food ingredients might have hit a ceiling. Commodity prices, parƟ cularly those for robusta coffee beans, sugar and crude palm oil   ‐ key ingredients for Super' s instant beverages   ‐   have risen over the fi rst quarter.  " Rising   raw   material   costs   will   affect   the   F& B   industry   and   the group' s operating performance. Just my point of view. For those whose want to buy more to average do see the market direction first. It may drop further but don' t blame me if it went up. I totally don' t have any share on this but just want your to be careful.
Useful To Me  Not Useful To Me
morningstar13 Member	14-May-2014 22:04        morningstar13 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think the key is also Thailand. Pray that their political situation will stabilise and sales will return. This would make a good recovery factor.
Useful To Me  Not Useful To Me
lucky168 Veteran	14-May-2014 21:46        lucky168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think this is most of the conclusion that came out from the recent 1Q result And I believe the recovery will not be so fast, probably need to wait till 4Q so meantime, for the bulls, you need to hold tight hp3000      ( Date: 14-May-2014 21:13) Posted: Many analysis from broker flims had stop their buy call to hold. Also some had given a " sell" rating. The main point are below : 1) Major  consumer segment - Thailand drop. 2) Major  Food ingredient division -  Indonesia drop. 3)  Commodity prices rise -  coffee beans, sugar all went up. Sales for   Super Group' s   branded   consumer segment   ‐ which sells  instant coff ee, tea and cereal ‐ had been aff ected by the civil unrest   in   Thailand, which   it said   has   dampened   consumer spending   and  discouraged   businesses   from   stocking   up   their   inventories.   The  country is Super Group' s largest market for the branded consumer   division.  For its food ingredient division   ‐ which manufactures soluble coffee  powders and non‐ dairy creamers for other beverage makers ‐ lower   sales   into Indonesia   was   only   partially   offset   by   higher sales   into  markets in the East Asia region. Super Group' s   branded   consumer segment For Thailand (sales -11% yoy), management guided that half of the sales decline is due to forex effects, with a real slowdown in consumption driving the other half. Not only are retailers and wholesalers pulling back orders in anticipation of lower demand, but wholesalers are also facing rising bad debt risks and have cut out some distributors. We also understand that sales performance would have been even worse, if not for Super Group' s success in breaking into the new markets in the northern states. Thailand is a big worry. Food ingredient division For SE Asia, Indonesia (largest market) saw sales declining 30% yoy.  This was partly due to:  1) the effects of a weaker Rp,  2) customers' pre-emptive stocking up in 4Q, in anticipation of rising commodity costs. 3) some customers losing end-market market shares for some products.  The latter two reasons crop up as new worries for Super Group' s investment thesis as  they imply that the strong 4Q13 performance for FI was due to the effects of pent-up  demand and the prior high-growth years for food ingredients might have hit a ceiling. Commodity prices, parƟ cularly those for robusta coffee beans, sugar and crude palm oil   ‐ key ingredients for Super' s instant beverages   ‐   have risen over the fi rst quarter.  " Rising   raw   material   costs   will   affect   the   F& B   industry   and   the group' s operating performance. Just my point of view. For those whose want to buy more to average do see the market direction first. It may drop further but don' t blame me if it went up. I totally don' t have any share on this but just want your to be careful.
Useful To Me  Not Useful To Me

                                                         First   < Newer   1901-1920 of 2184   Older>   Last