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waters Senior	01-May-2016 14:59        waters About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Other points:- NAV @ 25.78 cents (US) which approx 34.8 cents (SG) Basic & diluted EPS at 0.04 cents (US) which approx 0.054 cents (SG) Carrying value of investment property @ US$15.275m Fair value of investment property @ US$25.544m Surplus @ US$10.269m   which translate to about US$0.019275/share (approx S$0.026/share) Also the land is freehold.
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waters Senior	01-May-2016 14:54        waters About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Was going through the 2015 Annual Report and noted the followings:- Business Expansion & Geographical Diversification Food Empire have made considerable results expanding and growing in South East Asia particularly Indo China.   Hope there are further growth in these markets and at a much faster pace so as to reduce the dependency on Russia and Ukraine which is currently the top 2 markets for Food Empire.  Also, noted the Salim Group owns 24.79% equity interests in Food Empire and the Salim Group is a big conglomerate in Indonesia which include food business.   Will Food Empire be able to explore ways to penetrate the Indonesia market with the help of Salim Group and if there are already plans to do so?   This will be a huge boost to Food Empire. Hedging (Natural Hedge) I noted in 2015 annual report page 31 which it is stated the group relied on natural hedging to mitigate forex risks.  Any kind soul can help elaborate what is natural hedging and explain how is this performed? Directors' Statement (2015 Annual Report) vs Directors' Report & Directors' Statement (2014 Annual Report) I noted in the 2014 Annual Report Financials Section, there are the Directors' Report and Directors' Statement  while in the 2015 Annual Report Financials Section, there is only the Directors' Statement.   Any kind soul knows why the change and the significance of the change and if all required information is now streamlined into 1 report?
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fatpudge Member	10-Apr-2016 19:45        fatpudge About Contact  Quote this Post!
x 0   x 0  Alert Admin	On the group basis, it is a loss but there is a small profits when apportioned between shareholders of the company and non controlling interests Qanghoo      ( Date: 10-Apr-2016 08:26) Posted: I thought black liao ... eps close to 0.6c last FY? fatpudge      ( Date: 09-Apr-2016 19:34) Posted: Loss is narrowing, hopefully 2016 is the year of turnaround
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n3wbie Elite	10-Apr-2016 14:58        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	not really sure if I am ready to put my money into the company as yet..yes it is cheap but these are not without valid reasons such as the company' s exposure to Russian and Ukraine markets (i.e. FX fluctuations and policitical stability). the recent acquisition of caffe bene is a promising venture to the Korean market but that is a loss-making business. so...maybe I am missing out something big...so while face value of the company seems compelling, there remains execution risks. Secret_Squirrel      ( Date: 09-Apr-2016 16:50) Posted: 23 cents looks a good price to enter? Not much people wanted to sell at 23 cents. n3wbie      ( Date: 09-Apr-2016 09:01) Posted: regardless the company' s share price performance, I always thought that their annual reports are one of the best among the small-mid caps in SG. there is a well thought-out theme to it every year, I recall there was apple iphone alike covers, star wars, lego, etc.
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Qanghoo Supreme	10-Apr-2016 08:26        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I thought black liao ... eps close to 0.6c last FY? fatpudge      ( Date: 09-Apr-2016 19:34) Posted: Loss is narrowing, hopefully 2016 is the year of turnaround
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fatpudge Member	09-Apr-2016 19:34        fatpudge About Contact  Quote this Post!
x 0   x 0  Alert Admin	Loss is narrowing, hopefully 2016 is the year of turnaround
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Secret_Squirrel Elite	09-Apr-2016 16:50        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	23 cents looks a good price to enter? Not much people wanted to sell at 23 cents. n3wbie      ( Date: 09-Apr-2016 09:01) Posted: regardless the company' s share price performance, I always thought that their annual reports are one of the best among the small-mid caps in SG. there is a well thought-out theme to it every year, I recall there was apple iphone alike covers, star wars, lego, etc.
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n3wbie Elite	09-Apr-2016 09:01        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	regardless the company' s share price performance, I always thought that their annual reports are one of the best among the small-mid caps in SG. there is a well thought-out theme to it every year, I recall there was apple iphone alike covers, star wars, lego, etc.
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fatpudge Member	09-Apr-2016 01:49        fatpudge About Contact  Quote this Post!
x 0   x 0  Alert Admin	Food Empire annual report this year is the best I have seen for this year:-   http://foodempire.listedcompany.com/misc/ar2015.pdf
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fernvale Master	13-Oct-2015 07:24        fernvale About Contact  Quote this Post!
x 0   x 1  Alert Admin	Buy on potential growth. Was hit last ciuple yrs as exposed in russia n ukraine. They survived thks to gd mgmt team. Now they ready to west eu ctys...highly potential compared to super group
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n3wbie Elite	13-Aug-2015 09:07        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	thanks! yeah saw this last evening too, great to see the management cutting their OPEX and streamlining operations to steer the company to profitability despite the volatile market conditions that they operate in. current valuations looks very appealing indeed given that they are trading under book value for a FMCG company. Secret_Squirrel      ( Date: 12-Aug-2015 22:33) Posted: 2Q2015 results just out. Turning in profit of US$7,007,000 for 2q2015. n3wbie      ( Date: 16-Jun-2015 14:36) Posted: not sure if anyone else is following this counter but given that management guided during the AGM that the company will return to profitability if USD/RUBLE is in the range of $50-$55. looking at how the two currencies have traded in Q2, range of $49-$57, the median is in the range of low $50s. as such, it makes sense that the company should trend upwards as per UOB KH' s report published previously to its normalised levels of more than 30 cents. any inputs and opinions on this would be much appreciated, thanks!
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fernvale Master	12-Aug-2015 22:54        fernvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hows their exposure in ukraine n russia markets now? Gd Co, gd mgmt, too bad us crash roubles Secret_Squirrel      ( Date: 12-Aug-2015 22:33) Posted: 2Q2015 results just out. Turning in profit of US$7,007,000 for 2q2015. n3wbie      ( Date: 16-Jun-2015 14:36) Posted: not sure if anyone else is following this counter but given that management guided during the AGM that the company will return to profitability if USD/RUBLE is in the range of $50-$55. looking at how the two currencies have traded in Q2, range of $49-$57, the median is in the range of low $50s. as such, it makes sense that the company should trend upwards as per UOB KH' s report published previously to its normalised levels of more than 30 cents. any inputs and opinions on this would be much appreciated, thanks!
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Secret_Squirrel Elite	12-Aug-2015 22:33        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	2Q2015 results just out. Turning in profit of US$7,007,000 for 2q2015. n3wbie      ( Date: 16-Jun-2015 14:36) Posted: not sure if anyone else is following this counter but given that management guided during the AGM that the company will return to profitability if USD/RUBLE is in the range of $50-$55. looking at how the two currencies have traded in Q2, range of $49-$57, the median is in the range of low $50s. as such, it makes sense that the company should trend upwards as per UOB KH' s report published previously to its normalised levels of more than 30 cents. any inputs and opinions on this would be much appreciated, thanks!
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n3wbie Elite	16-Jun-2015 14:36        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	not sure if anyone else is following this counter but given that management guided during the AGM that the company will return to profitability if USD/RUBLE is in the range of $50-$55. looking at how the two currencies have traded in Q2, range of $49-$57, the median is in the range of low $50s. as such, it makes sense that the company should trend upwards as per UOB KH' s report published previously to its normalised levels of more than 30 cents. any inputs and opinions on this would be much appreciated, thanks!
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n3wbie Elite	26-May-2015 22:15        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	volume for this counter has picked up over the last few weeks, particularly today. coincidentally, or not, UOBKH issued a technical buy-call on Friday with a TP of S$0.35. Food Empire (FEH SP) Technical BUY with 25% potential returns Last price: S$0.28 Target price: S$0.35 Protective stop: S$0.25 BUY with a target price of S$0.35 with stops placed at S$0.25. The stock appears to be supported at the low of S$0.26 for now and could be forming a Bollinger squeeze breakout towards the upside. A breakout at above S$0.29 could suggest further upside as the MACD indicator has been moving towards its centreline. Expected timeframe: 2 weeks to 2 months.
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n3wbie Elite	08-Apr-2015 10:05        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	while many claim that Food Empire is a proxy play to the markets of Russia, Ukraine etc, it is worth noting that Russian Ruble is one of the strongest performing currency in 1Q2015 (Bloomberg article). given Food Empire' s sales are denominated in the local currencies, shouldn' t an appreciation in Russian Ruble improve the overall valuation of the company?
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jwong016 Senior	05-Sep-2014 15:06        jwong016 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Valuations ie PE are still v high At current price though...
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ozone2002 Supreme	05-Sep-2014 14:50        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:0.39     Vol:61k - time to go in after getting whacked? ozone2002      ( Date: 18-Jul-2014 11:18) Posted: Hot stock: Food Empire slips on Russia-Ukraine tension not good for share price currently, but good for those who believe on the turnaround when the situation returns back to peace time
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oldflyingfox Master	05-Sep-2014 14:44        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	From CNBC report, Ukraine ceasefire talk will begin today.
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oldflyingfox Master	03-Sep-2014 17:24        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ukraine ceasefire! Russia currency spike up and this may be a position turn around for the company.
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