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Better Food. Better People. Better Life.(SGX: VL6) Post Reply Rate topic
lovetoshare Elite	11-Jul-2019 10:35        lovetoshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Putting money in koufu is wasting time.
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lovetoshare Elite	09-Jul-2019 05:53        lovetoshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Koufu has nothing much.... Dont waste time
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Denverchee Member	05-Jul-2019 09:25        Denverchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any dividends growth investors here can advise should sell Koufu and buy at lower point or just hold use the capital appreciation as a buffer.
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Sgvale Supreme	05-Jul-2019 09:05        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exit 765. Nice profit Sgvale      ( Date: 27-Jun-2019 17:34) Posted: Good or bad time stil have to eat. Reversal up soon
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easywin Supreme	05-Jul-2019 08:57        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many rush in to buy high
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trademaster Supreme	05-Jul-2019 00:11        trademaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Continuously up for 4 days from 67 ct, I would expect some profit taking and mini wave retracement on a friday tomorrow.
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SgYuan Supreme	04-Jul-2019 19:51        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	trending on 15m chart - powerful - bollinger 740 745 750 ew w0 670 w1?755 w2? - no sign of w2 yet - watch w2 bollinger w1 ?85 - no sign of uturn yet - watch 15m bollinger w2 ? dn 61.8% SgYuan      ( Date: 26-Jun-2019 08:35) Posted: day chart low bollinger @670 -this is very strong support If break - ew support 78.8% @635 Should be very near bottom n3wbie      ( Date: 26-Jun-2019 08:23) Posted: hi sgyuan - thanks for your sharing! am guessing from TA - 67c is the support but if breached may go down to test 63.5c
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Sgvale Supreme	04-Jul-2019 18:35        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very good. 0.80 coming.
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Denverchee Member	04-Jul-2019 18:33        Denverchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just receive an email from Koufu saying joint venture to expand supertrea and R& B tea into Indonesia . What do you all think about it?
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Grubber Elite	03-Jul-2019 10:49        Grubber About Contact  Quote this Post!
x 0   x 0  Alert Admin	everybody run to safety stock
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Denverchee Member	02-Jul-2019 09:19        Denverchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	It seems like a nice rebound, Reaching the 50 MA.
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n3wbie Elite	30-Jun-2019 12:20        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	not sure sir - am more of a fundamentalist, so will probably have to invite opinions from the other forumers on TA. it recently tested 70 couple of times but always failed to break and close above so it remains to be seen if the upward trend can continue next week Sgvale      ( Date: 28-Jun-2019 19:11) Posted: Next week can see S$0.78? n3wbie      ( Date: 28-Jun-2019 13:30) Posted: DBS has just upgraded to " BUY" with increased TP to 85c Time to whet your appetite Upgrade to BUY, TP raised to S$0.85. We turn positive on Koufu and upgrade our recommendation to BUY with a TP of S$0.85, as we expect the group to post higher net earnings growth of 8.8% in FY19F. Post our downgrade, the stock has declined by close to 12%. Earnings growth will be driven by the turnaround of its foodcourt and kiosk businesses. We raise our FY19-20F earnings forecasts by 7% each as we impute 1) positive contribution of the Supertea and R& B kiosk business 2) better foodcourt sales efficiency and 3) lower depreciation. Valuation is now more palatable at 13.1x FY20F PE with visible growth drivers. Where we differ. We are more positive than previously, as stock valuations have declined from 16x to 13.1x FY20F PE, post the recent price correction. Fundamentals continue to be sound, with strong cashflow-generation, defensive earnings, net cash position, and strong return on average equity (ROAE). Potential catalyst. This will stem from reaping the benefits of economies of scale over the long term and special dividends from sale of its existing central kitchen property before moving into the new integrated facility. Longer-term drivers include the setting up of an integrated facility aimed at delivering economies of scale, and overseas growth from Macau. Valuation: The stock currently trades at 13.4/13.1x FY19F/FY20F PE. Our TP of S$0.85 is based on 17x FY19F PE, pegged to peers&rsquo average (ex-BreadTalk) multiple. Key Risks to Our View: Key earnings risks include failure to renew leases, inability to secure new outlets, departure of key tenants and food stalls, customers downtrading to hawker centres and coffee shops, competition from foodcourts that offer more attractive propositions (environment, pricing, food quality, etc.) to customers.
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Sgvale Supreme	28-Jun-2019 19:11        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Next week can see S$0.78? n3wbie      ( Date: 28-Jun-2019 13:30) Posted: DBS has just upgraded to " BUY" with increased TP to 85c Time to whet your appetite Upgrade to BUY, TP raised to S$0.85. We turn positive on Koufu and upgrade our recommendation to BUY with a TP of S$0.85, as we expect the group to post higher net earnings growth of 8.8% in FY19F. Post our downgrade, the stock has declined by close to 12%. Earnings growth will be driven by the turnaround of its foodcourt and kiosk businesses. We raise our FY19-20F earnings forecasts by 7% each as we impute 1) positive contribution of the Supertea and R& B kiosk business 2) better foodcourt sales efficiency and 3) lower depreciation. Valuation is now more palatable at 13.1x FY20F PE with visible growth drivers. Where we differ. We are more positive than previously, as stock valuations have declined from 16x to 13.1x FY20F PE, post the recent price correction. Fundamentals continue to be sound, with strong cashflow-generation, defensive earnings, net cash position, and strong return on average equity (ROAE). Potential catalyst. This will stem from reaping the benefits of economies of scale over the long term and special dividends from sale of its existing central kitchen property before moving into the new integrated facility. Longer-term drivers include the setting up of an integrated facility aimed at delivering economies of scale, and overseas growth from Macau. Valuation: The stock currently trades at 13.4/13.1x FY19F/FY20F PE. Our TP of S$0.85 is based on 17x FY19F PE, pegged to peers&rsquo average (ex-BreadTalk) multiple. Key Risks to Our View: Key earnings risks include failure to renew leases, inability to secure new outlets, departure of key tenants and food stalls, customers downtrading to hawker centres and coffee shops, competition from foodcourts that offer more attractive propositions (environment, pricing, food quality, etc.) to customers.
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Denverchee Member	28-Jun-2019 16:34        Denverchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	It seems that my buy was a pretty good one :)
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n3wbie Elite	28-Jun-2019 13:30        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	DBS has just upgraded to " BUY" with increased TP to 85c Time to whet your appetite Upgrade to BUY, TP raised to S$0.85. We turn positive on Koufu and upgrade our recommendation to BUY with a TP of S$0.85, as we expect the group to post higher net earnings growth of 8.8% in FY19F. Post our downgrade, the stock has declined by close to 12%. Earnings growth will be driven by the turnaround of its foodcourt and kiosk businesses. We raise our FY19-20F earnings forecasts by 7% each as we impute 1) positive contribution of the Supertea and R& B kiosk business 2) better foodcourt sales efficiency and 3) lower depreciation. Valuation is now more palatable at 13.1x FY20F PE with visible growth drivers. Where we differ. We are more positive than previously, as stock valuations have declined from 16x to 13.1x FY20F PE, post the recent price correction. Fundamentals continue to be sound, with strong cashflow-generation, defensive earnings, net cash position, and strong return on average equity (ROAE). Potential catalyst. This will stem from reaping the benefits of economies of scale over the long term and special dividends from sale of its existing central kitchen property before moving into the new integrated facility. Longer-term drivers include the setting up of an integrated facility aimed at delivering economies of scale, and overseas growth from Macau. Valuation: The stock currently trades at 13.4/13.1x FY19F/FY20F PE. Our TP of S$0.85 is based on 17x FY19F PE, pegged to peers&rsquo average (ex-BreadTalk) multiple. Key Risks to Our View: Key earnings risks include failure to renew leases, inability to secure new outlets, departure of key tenants and food stalls, customers downtrading to hawker centres and coffee shops, competition from foodcourts that offer more attractive propositions (environment, pricing, food quality, etc.) to customers.
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n3wbie Elite	27-Jun-2019 18:41        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	appears to have strong accummulation and support around 67/675. in fact I noticed that the share price corrected post DBS' downgrade when it traded around high 70s to low 80s but they also initiated coverage around 66c so value is definitely emerging at present prices but will require mr market to prove us right/wrong Sgvale      ( Date: 27-Jun-2019 17:34) Posted: Good or bad time stil have to eat. Reversal up soon
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Sgvale Supreme	27-Jun-2019 17:34        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good or bad time stil have to eat. Reversal up soon
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n3wbie Elite	26-Jun-2019 08:47        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	appreciate your kind clarification sir! SgYuan      ( Date: 26-Jun-2019 08:35) Posted: day chart low bollinger @670 -this is very strong support If break - ew support 78.8% @635 Should be very near bottom n3wbie      ( Date: 26-Jun-2019 08:23) Posted: hi sgyuan - thanks for your sharing! am guessing from TA - 67c is the support but if breached may go down to test 63.5c
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SgYuan Supreme	26-Jun-2019 08:35        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	day chart low bollinger @670 -this is very strong support If break - ew support 78.8% @635 Should be very near bottom n3wbie      ( Date: 26-Jun-2019 08:23) Posted: hi sgyuan - thanks for your sharing! am guessing from TA - 67c is the support but if breached may go down to test 63.5c? SgYuan      ( Date: 25-Jun-2019 22:42) Posted: overall view ew w0 585 w5 825 wabc?670 - gain 240 corr 155 dn 64.6% drop has pass 61.8% Next possible level 78.8% tgt 636 But support @670 look strong Normally wait for w2 formation safer
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n3wbie Elite	26-Jun-2019 08:23        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	hi sgyuan - thanks for your sharing! am guessing from TA - 67c is the support but if breached may go down to test 63.5c? SgYuan      ( Date: 25-Jun-2019 22:42) Posted: overall view ew w0 585 w5 825 wabc?670 - gain 240 corr 155 dn 64.6% drop has pass 61.8% Next possible level 78.8% tgt 636 But support @670 look strong Normally wait for w2 formation safer SgYuan      ( Date: 13-Jun-2019 19:37) Posted: main ew look like end at 67. 1st ew fail w0 670 w1 705 w2 670 ew break - no ready to move 2nd ew w0 670 w1 705 w2?675 w1 35 w2 30 dn 85.7% - almost gg to break, if it don' t break then w3 55 tgt 730 w4 20 tgt 710 w5 35 tgt 745 Day Chart
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