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OTS Holdings: Potential Multi-Bagger

WBdisciple
Elite
03-Jul-2021 09:32     
 
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 Alert Admin 		watching their video shows how difficult the food manufacturing process is and more importantly, the efforts and time to build F& B brands, which OTS has done successfully

OTS' s luncheon meat production (they were featured on Channel 8 show in Feb 2021..LOCAL FINE PRODUCE):

See from 10:24 onwards...
https://www.youtube.com/watch?v=zTlnKQBvqbc& list=PL4bszwf0jJI6CCE9VYXz7UTusKLcuCuFe& index=3
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des_khor
Supreme
03-Jul-2021 09:26     
 
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Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
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 Alert Admin 		Just curious why IPO below 0.30 ?

OldTiger      ( Date: 02-Jul-2021 15:34) Posted:

From Simply Wallstreet :- Fairvalue of OTS is 68 cts. PE ratio of OTS is .9x compare to marjet of about 12x OTS is simply undervalued.
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WBdisciple
Elite
03-Jul-2021 09:22     
 
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 Alert Admin 		Just discovered this recent video on OTS' s luncheon meat production (they were featured on Channel 8 show in Feb 2021..LOCAL FINE PRODUCE):

See from 10:24 onwards...
https://www.youtube.com/watch?v=zTlnKQBvqbc& list=PL4bszwf0jJI6CCE9VYXz7UTusKLcuCuFe& index=3
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WBdisciple
Elite
03-Jul-2021 09:08     
 
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 Alert Admin 		Was told by a friend that...

Financial Controller of OTS is giving interview on Monday, 5 July, 8.15am..on MONEY FM.
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ahhuat08
Elite
02-Jul-2021 17:11     
 
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 Alert Admin 		support at 325 must hold, or else all hell break loose.

dyodd
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wehuattogether88
Supreme
02-Jul-2021 15:42     
 
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 Alert Admin 		Agreed with u. Everything in SGX are mostly undervalue. Wait maybe OTS plan dual listing in China or Europe markets, hahaha

OldTiger      ( Date: 02-Jul-2021 15:34) Posted:

From Simply Wallstreet :- Fairvalue of OTS is 68 cts. PE ratio of OTS is .9x compare to marjet of about 12x OTS is simply undervalued.
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OldTiger
Member
02-Jul-2021 15:34     
 
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 Alert Admin 		From Simply Wallstreet :- Fairvalue of OTS is 68 cts. PE ratio of OTS is .9x compare to marjet of about 12x OTS is simply undervalued.
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easywin
Supreme
18-Jun-2021 15:04     
 
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 Alert Admin 		I applied get nothing so no choice buy from open market at higher price. 

mchua71      ( Date: 18-Jun-2021 14:42) Posted:

Glad already added more yesterday.
IPO only manage to get 2K, added another 48K yesterday.

easywin      ( Date: 18-Jun-2021 14:29) Posted:

Jeep liow
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Contratrader
Elite
18-Jun-2021 14:49     
 
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 Alert Admin 		Sexy concept...

Sg_KoalaDreaming      ( Date: 16-Jun-2021 22:55) Posted:

looking forward to their plan to offer plant based luncheon meat to rival Impossible Food at far cheaper price point and that will be the day that will trigger the price catalyst booster to the share price  laugh

mchua71      ( Date: 16-Jun-2021 22:49) Posted:

Only partial. Got only 2K out of my 50K Application.
Not enough, will accumulate more at opening. No choice
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Elf2000
Elite
18-Jun-2021 14:47     
 
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 Alert Admin 		You are lucky still can get 2k, I got 0 for my 200k😑

mchua71      ( Date: 18-Jun-2021 14:42) Posted:

Glad already added more yesterday.
IPO only manage to get 2K, added another 48K yesterday.

easywin      ( Date: 18-Jun-2021 14:29) Posted:

Jeep liow
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buayjinchu
Senior
18-Jun-2021 14:45     
 
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 Alert Admin 		What' s your TP?

mchua71      ( Date: 18-Jun-2021 14:42) Posted:

Glad already added more yesterday.
IPO only manage to get 2K, added another 48K yesterday.

easywin      ( Date: 18-Jun-2021 14:29) Posted:

Jeep liow
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Elf2000
Elite
18-Jun-2021 14:44     
 
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 Alert Admin 		Already jeep yesterday

easywin      ( Date: 18-Jun-2021 14:29) Posted:

Jeep liow?

Elf2000      ( Date: 18-Jun-2021 14:21) Posted:

Public share float very low easily to push up price very fast! Short term can see double the IPO price.
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mchua71
Senior
18-Jun-2021 14:42     
 
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 Alert Admin 		Glad already added more yesterday.
IPO only manage to get 2K, added another 48K yesterday.

easywin      ( Date: 18-Jun-2021 14:29) Posted:

Jeep liow?

Elf2000      ( Date: 18-Jun-2021 14:21) Posted:

Public share float very low easily to push up price very fast! Short term can see double the IPO price.
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easywin
Supreme
18-Jun-2021 14:29     
 
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 Alert Admin 		Jeep liow?

Elf2000      ( Date: 18-Jun-2021 14:21) Posted:

Public share float very low easily to push up price very fast! Short term can see double the IPO price.
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Elf2000
Elite
18-Jun-2021 14:21     
 
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 Alert Admin 		Public share float very low easily to push up price very fast! Short term can see double the IPO price.
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Sg_KoalaDreaming
Master
16-Jun-2021 22:55     
 
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 Alert Admin 		looking forward to their plan to offer plant based luncheon meat to rival Impossible Food at far cheaper price point and that will be the day that will trigger the price catalyst booster to the share price  laugh

mchua71      ( Date: 16-Jun-2021 22:49) Posted:

Only partial. Got only 2K out of my 50K Application.
Not enough, will accumulate more at opening. No choice.

raykee      ( Date: 16-Jun-2021 16:14) Posted:

Who managed to get their ipo??
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mchua71
Senior
16-Jun-2021 22:49     
 
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 Alert Admin 		Only partial. Got only 2K out of my 50K Application.
Not enough, will accumulate more at opening. No choice.

raykee      ( Date: 16-Jun-2021 16:14) Posted:

Who managed to get their ipo??

richie_rich      ( Date: 16-Jun-2021 16:11) Posted:



Published today by T.U.B Investing  

Let' s Talk: 15 Must Know Information About OTS Holdings Ltd



Not Vested Yet.

This is a new series that I hope to bring unknown companies to people attention -  if I ever write more lah!  I may not necessary invest in these companies, but its always good to discuss about them.

Today I am going to write about a Singapore IPO. I never really look at an IPO before, but this caught my eyes because (1) it is a business that is selling ready-to-eat and ready-to-cook meat products in Singapore and Malaysia, (2) we know how this kind of business has been booming during this pandemic, and (3) demand for such products, in my opinion, can be deem &ldquo recurring&rdquo &ndash people tends to go back to brands of a particular food constantly because of familiarity in taste and unwillingness to switch.

The Offering and The Business

1. Details of Offering &ndash OTS Holdings will be offering 41.0 million ordinary shares at S$0.23, with ONLY 1.0 million ordinary shares by way of public offer &ndash which already ended on 15 Jun 21. Trading starts at 9am on 17 Jun 21.

2. The Business &ndash OTS Holdings manufactures ready-to-eat and ready-to-cook meat products in Singapore and Malaysia, with manufacturing facilities in Singapore and Indonesia. Their brands includes Golden Bridge, Kelly' s, Golden Lion, Orchid, El-Dina and food service brand Kiziq through, Ellaziq Singapore, a halal food specialist. Their biggest customers, NTUC FairPrice and Sheng Siong, contributes 26.4% to the Group&rsquo s FY2020 revenue.

Revenue Growth

3. Financial Year End is as of Jun and not Dec.

4. Revenue grew by 31.4% from S$26.2m in FY19 to S$34.5m in FY20. HY21 Revenue stands at S$21.1m, around 60% of FY20 revenue.

5. Net profit grew 124% from S$1.5m in FY19 to S$3.5m in FY20. HY21 Net Profit stands at S$2.8m, around 80% of FY20 net profit.

6. The above 2 statements indicate the company is still growing. But the below table highlights a clearer picture of the revenue growth of the company - Not only is the revenue growing, the margins are increasing as well.



7. Dividend policy, as per prospectus, stated that the company recommend to distribute dividends of not less than 50.0% of our net profit attributable to owners of our Company for FY21 (excluding the interim dividends of S$1.0m declared in respect of FY21) and not less than 40% of our net profit attributable to owners of our Company for FY22.

Future Growth Plans

8. OTS Holding&rsquo s entry into Philippines will begin by the end of this year. It will contribute to the company&rsquo s FY22 results.

9. OTS Holding is also planning to product the plant-based meat products soon.  (In my opinion, it seems to be vegetarian/mock meat canned food which I love.)

10. The company also intends to enter the East Malaysian market while strengthening its presence on e-commerce platforms.

Competitive Edge

11. The company set up its own distribution network in the overseas countries, instead of relying on local distributors, because this gives them more control in terms of distribution and marketing of its products.

12. The company, in my opinion, is considered forward thinking and innovative within a traditional industry. As an  article  in Jan 21, the company actually worked with A-star to digitalized its factory operations.

13. Based on my research on 12 Jun 21 at a SS store, the pricing and the photos taken:





A table is computed:



In my opinion, despite a higher price, Golden Bridge stands out as the sole luncheon meat produced/manufactured in Singapore.

Risk

14. Competition &ndash Just solely based on the table above, we can see that there are already numerous competitions in this ready-to-eat and ready-to-cook food segment.

15. One of the main questions is whether the company can sustain the grow in revenue in the post pandemic era.

Conclusion

To start off, I did not apply for the shares thru the ATM during the IPO application phase because 1 million shares for public offer is just too little. But I remain interested because of &ldquo recurring&rdquo revenue and its growth plans.

In my opinion, the risks stated above could be mitigated as (1) the company stands out from the crowded space as a product manufactured in Singapore (okay, I am biased here. But you get my point) and (2) We can always look back to the revenue in FY18 and FY19 for the view of a non-pandemic era kind of revenue. But do note that these revenues have not taken its future growth plan into account.

Eventually, a forward thinking and innovative company will eventually stand out from the crowd.

Part of the Information are taken from articles within The Prospectus, Investor-One website, The Edge and A-star website.


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For_The_Next_Leg
Master
16-Jun-2021 21:47     
 
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 Alert Admin
$OTS Holdings(OTS.SI) Let' s look forward!
 
Brand Builder and Food Manufacturing Group, OTS Holdings, Attracts Strong Demand from Investors · Public Offer is approximately 233.6 times subscribed · Substantial applicants from the Placement include Holdsworth Assets Limited, Lim Guan Pheng, Asdew Acquisition Pte Ltd, Goh Yeo Hwa, Jin Xin Wealth Management Pte Ltd and Ong Pang Aik · Shares expected to start trading on Catalist at 9.00 a.m. on 17 June 2021
 
https://links.sgx.com/1.0.0/corporate-announcements/I61QJMG1SWPTS59E/069178caa06f527864d41a006296fa8b37a296970370d8c7c40155f0d18f32c8
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richie_rich
Member
16-Jun-2021 20:50     
 
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 Alert Admin 		Brand Builder and Food Manufacturing Group, OTS Holdings, Attracts Strong Demand from Investors
· Public Offer is approximately 233.6 times subscribed
· Substantial applicants from the Placement include Holdsworth Assets Limited, Lim Guan Pheng, Asdew Acquisition Pte Ltd, Goh Yeo Hwa, Jin Xin Wealth Management Pte Ltd and Ong Pang Aik
· Shares expected to start trading on Catalist at 9.00 a.m. on 17 June 2021


SINGAPORE, 16 June 2021 &ndash OTS Holdings Limited (&ldquo OTS Holdings&rdquo or the &ldquo Company&rdquo , and together with its subsidiaries, the &ldquo Group&rdquo ), a brand builder and food manufacturing group, is pleased to announce that it has successfully completed its initial public offering (the &ldquo IPO&rdquo ) of 41,000,000 shares (the &ldquo Invitation Shares&rdquo ), comprising the placement (the &ldquo Placement&rdquo ) of 40,000,000 Invitation Shares (the &ldquo Placement Shares&rdquo ) and an offering of 1,000,000 Invitation Shares (the &ldquo Public Offer Shares&rdquo ) to the public in Singapore (the &ldquo Public Offer&rdquo , and together with the Placement, &ldquo Invitation&rdquo ) priced at S$0.23 each (the &ldquo Invitation Price&rdquo ), with strong support from investors.
At the close of the Public Offer at 12.00 noon on 15 June 2021, there were 3,809 valid applications for a total of 1,000,000 Public Offer Shares, with application monies received from such applications amounting to approximately S$53.73 million. This resulted in the Public Offer being approximately 233.6 times subscribed.
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raykee
Veteran
16-Jun-2021 16:14     
 
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 Alert Admin 		Who managed to get their ipo??

richie_rich      ( Date: 16-Jun-2021 16:11) Posted:



Published today by T.U.B Investing  

Let' s Talk: 15 Must Know Information About OTS Holdings Ltd



Not Vested Yet.

This is a new series that I hope to bring unknown companies to people attention -  if I ever write more lah!  I may not necessary invest in these companies, but its always good to discuss about them.

Today I am going to write about a Singapore IPO. I never really look at an IPO before, but this caught my eyes because (1) it is a business that is selling ready-to-eat and ready-to-cook meat products in Singapore and Malaysia, (2) we know how this kind of business has been booming during this pandemic, and (3) demand for such products, in my opinion, can be deem &ldquo recurring&rdquo &ndash people tends to go back to brands of a particular food constantly because of familiarity in taste and unwillingness to switch.

The Offering and The Business

1. Details of Offering &ndash OTS Holdings will be offering 41.0 million ordinary shares at S$0.23, with ONLY 1.0 million ordinary shares by way of public offer &ndash which already ended on 15 Jun 21. Trading starts at 9am on 17 Jun 21.

2. The Business &ndash OTS Holdings manufactures ready-to-eat and ready-to-cook meat products in Singapore and Malaysia, with manufacturing facilities in Singapore and Indonesia. Their brands includes Golden Bridge, Kelly' s, Golden Lion, Orchid, El-Dina and food service brand Kiziq through, Ellaziq Singapore, a halal food specialist. Their biggest customers, NTUC FairPrice and Sheng Siong, contributes 26.4% to the Group&rsquo s FY2020 revenue.

Revenue Growth

3. Financial Year End is as of Jun and not Dec.

4. Revenue grew by 31.4% from S$26.2m in FY19 to S$34.5m in FY20. HY21 Revenue stands at S$21.1m, around 60% of FY20 revenue.

5. Net profit grew 124% from S$1.5m in FY19 to S$3.5m in FY20. HY21 Net Profit stands at S$2.8m, around 80% of FY20 net profit.

6. The above 2 statements indicate the company is still growing. But the below table highlights a clearer picture of the revenue growth of the company - Not only is the revenue growing, the margins are increasing as well.



7. Dividend policy, as per prospectus, stated that the company recommend to distribute dividends of not less than 50.0% of our net profit attributable to owners of our Company for FY21 (excluding the interim dividends of S$1.0m declared in respect of FY21) and not less than 40% of our net profit attributable to owners of our Company for FY22.

Future Growth Plans

8. OTS Holding&rsquo s entry into Philippines will begin by the end of this year. It will contribute to the company&rsquo s FY22 results.

9. OTS Holding is also planning to product the plant-based meat products soon.  (In my opinion, it seems to be vegetarian/mock meat canned food which I love.)

10. The company also intends to enter the East Malaysian market while strengthening its presence on e-commerce platforms.

Competitive Edge

11. The company set up its own distribution network in the overseas countries, instead of relying on local distributors, because this gives them more control in terms of distribution and marketing of its products.

12. The company, in my opinion, is considered forward thinking and innovative within a traditional industry. As an  article  in Jan 21, the company actually worked with A-star to digitalized its factory operations.

13. Based on my research on 12 Jun 21 at a SS store, the pricing and the photos taken:





A table is computed:



In my opinion, despite a higher price, Golden Bridge stands out as the sole luncheon meat produced/manufactured in Singapore.

Risk

14. Competition &ndash Just solely based on the table above, we can see that there are already numerous competitions in this ready-to-eat and ready-to-cook food segment.

15. One of the main questions is whether the company can sustain the grow in revenue in the post pandemic era.

Conclusion

To start off, I did not apply for the shares thru the ATM during the IPO application phase because 1 million shares for public offer is just too little. But I remain interested because of &ldquo recurring&rdquo revenue and its growth plans.

In my opinion, the risks stated above could be mitigated as (1) the company stands out from the crowded space as a product manufactured in Singapore (okay, I am biased here. But you get my point) and (2) We can always look back to the revenue in FY18 and FY19 for the view of a non-pandemic era kind of revenue. But do note that these revenues have not taken its future growth plan into account.

Eventually, a forward thinking and innovative company will eventually stand out from the crowd.

Part of the Information are taken from articles within The Prospectus, Investor-One website, The Edge and A-star website.

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