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SuperLuckyCorn Supreme	02-Aug-2017 11:56        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Yes. PE> 20, so not easy to jump 30~50% . But so far relatively stable return and the current drop (from " coffee shop" hearsay) is to show " their power" , how easy ppl can be influenced....Er..oops...say too much.   investshare      ( Date: 02-Aug-2017 11:11) Posted: Can share why you think so? PE > 20, looks ex. SuperLuckyCorn      ( Date: 02-Aug-2017 09:58) Posted: Yes. We would actaully feel that is the fund trying to con confused players to throw & hope to couple with the " online operator' to make the holders throw with a reason. And we bought some, most likely from ang mo and some follow crowd shortists. We should not be played by them. In order not to be played by them easily, we should not over-stretch ourselves.
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investshare Supreme	02-Aug-2017 11:11        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can share why you think so? PE > 20, looks ex. SuperLuckyCorn      ( Date: 02-Aug-2017 09:58) Posted: Yes. We would actaully feel that is the fund trying to con confused players to throw & hope to couple with the " online operator' to make the holders throw with a reason. And we bought some, most likely from ang mo and some follow crowd shortists. We should not be played by them. In order not to be played by them easily, we should not over-stretch ourselves.   spore1      ( Date: 02-Aug-2017 06:07) Posted: The current price is a steal due to sudden disruption from online operator it will soon rises to 98
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Warster Member	02-Aug-2017 10:36        Warster About Contact  Quote this Post!
x 0   x 0  Alert Admin	8/8 could go both ways, with many weak players queueing to sell their shares after getting dividends.
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SuperLuckyCorn Supreme	02-Aug-2017 10:04        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Good. Working towards that and will coupled with 8/8 effect. spore1      ( Date: 02-Aug-2017 06:07) Posted: The current price is a steal due to sudden disruption from online operator it will soon rises to 98. jack2906      ( Date: 01-Aug-2017 21:05) Posted: mid point is good strategy... how about 3 months mid point
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SuperLuckyCorn Supreme	02-Aug-2017 09:58        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Yes. We would actaully feel that is the fund trying to con confused players to throw & hope to couple with the " online operator' to make the holders throw with a reason. And we bought some, most likely from ang mo and some follow crowd shortists. We should not be played by them. In order not to be played by them easily, we should not over-stretch ourselves.   spore1      ( Date: 02-Aug-2017 06:07) Posted: The current price is a steal due to sudden disruption from online operator it will soon rises to 98. jack2906      ( Date: 01-Aug-2017 21:05) Posted: mid point is good strategy... how about 3 months mid point
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Demostation Supreme	02-Aug-2017 09:56        Demostation About Contact  Quote this Post!
x 0   x 0  Alert Admin	Worth a bet to long.
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Eagle88 Supreme	02-Aug-2017 09:55        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	my take is that it will rebound very strongly very soon.... spore1      ( Date: 02-Aug-2017 06:07) Posted: The current price is a steal due to sudden disruption from online operator it will soon rises to 98. jack2906      ( Date: 01-Aug-2017 21:05) Posted: mid point is good strategy... how about 3 months mid point
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Observers Elite	02-Aug-2017 07:06        Observers About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don' t think Amazon is targetting the heartlanders who shop at Sheng Siong, Giant or NTUC. More like those who shop at Cold Storage and the other up market supermarkets catering to the monied folks. I believe this exercise is done to first capture the spending habits of the richer residents in Singapore and then after filtering thru their inhouse AI, target them for more higher margin sales with recommendations and promotions. That said, Amazon might take the cream off the top of high margin items in the regular supermarkets, this might squeeze the margins affecting the bottom line. Then there are the tech savvy who just like to support tech thingies even if things are more expensive. Amazon' s paper grocery bag looks cool.
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spore1 Supreme	02-Aug-2017 06:07        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The current price is a steal due to sudden disruption from online operator it will soon rises to 98. jack2906      ( Date: 01-Aug-2017 21:05) Posted: mid point is good strategy... how about 3 months mid point? KiLrOy      ( Date: 01-Aug-2017 20:40) Posted: i am waiting at 0.82.   Far fetch right?   Well its the mid point between 0.59 and 1.10 looking at 3 year daily chart.
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jack2906 Veteran	01-Aug-2017 21:05        jack2906 About Contact  Quote this Post!
x 0   x 0  Alert Admin	mid point is good strategy... how about 3 months mid point? KiLrOy      ( Date: 01-Aug-2017 20:40) Posted: i am waiting at 0.82.   Far fetch right?   Well its the mid point between 0.59 and 1.10 looking at 3 year daily chart.
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KiLrOy Elite	01-Aug-2017 20:40        KiLrOy About Contact  Quote this Post! Style: Combined   Mood: Yells: "I buy only what I can see."
x 0   x 0  Alert Admin	i am waiting at 0.82.   Far fetch right?   Well its the mid point between 0.59 and 1.10 looking at 3 year daily chart.
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SuperLuckyCorn Supreme	01-Aug-2017 15:57        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Good. Strike shortists on 8/8 giantgrouper47      ( Date: 01-Aug-2017 12:33) Posted: 5,648,700 shares were shortrd yesterday spore1      ( Date: 01-Aug-2017 11:05) Posted: Shortist trick to press down the price . Look for bargain hunters to zoom In soon
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giantgrouper47 Member	01-Aug-2017 12:33        giantgrouper47 About Contact  Quote this Post!   Mood: Yells: "Patience is the way"
x 0   x 0  Alert Admin	5,648,700 shares were shortrd yesterday spore1      ( Date: 01-Aug-2017 11:05) Posted: Shortist trick to press down the price . Look for bargain hunters to zoom In soon brchkho1      ( Date: 01-Aug-2017 11:03) Posted: Look thru the pricings of the grocery in Amazon Prime Now, a bit more expensive than SS.
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SuperLuckyCorn Supreme	01-Aug-2017 12:24        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Hmm...don' t like that lah. May be this time not like & correct. For grab & uber....they play " cheat" , they start with burn $$ technique, throw $$ to attract ...now business is getting difficult many use throat cut technique... For SPH, ...Err....this one cannot anyhow say. investshare      ( Date: 01-Aug-2017 11:51) Posted: Last time ppl said: Singapore not like US, ppl like to read fr newspaper not online, buy Sph. Singapore not like US, ppl like to take taxi not Grab or Uber, buy Comfort. ..... pnuklis      ( Date: 01-Aug-2017 09:30) Posted: In Singapore it is not like in US where people are moving towards shopping on line even their groceries. Here we go to hawker centres to eat drink and also shop in super markets. We enjoy our trips to stores and the shopping experience. This is a wrong notion that e-commerce will kill businesses like Sheng Siong in Singapore. I believe many will agree with this.
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investshare Supreme	01-Aug-2017 11:51        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last time ppl said: Singapore not like US, ppl like to read fr newspaper not online, buy Sph. Singapore not like US, ppl like to take taxi not Grab or Uber, buy Comfort. ..... pnuklis      ( Date: 01-Aug-2017 09:30) Posted: In Singapore it is not like in US where people are moving towards shopping on line even their groceries. Here we go to hawker centres to eat drink and also shop in super markets. We enjoy our trips to stores and the shopping experience. This is a wrong notion that e-commerce will kill businesses like Sheng Siong in Singapore. I believe many will agree with this.
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Warster Member	01-Aug-2017 11:48        Warster About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is fundamentally erroneous to compare the current price to the IPO price, considiering that revenues, number of stalls, free operating cash flow has increased over the years.  The curent dip is surely due to irrational pessimism and a lot of speculative movements. Sheng Siong financial report for AY 17 has been pretty solid, if not unspectacular albeit a cut in %profit divident. An intelligent investor at this time shld be blocking out the noise and ask himself these questions. 1) Will this company will continue doing well in headwinds caused by ecommerce disruption 2) Can the coy revenue continue to grow ie. open more stalls 3) Will China' s investment take off 4) How much profit margin affected 5) Do  you trust the management to keep its promise to leave 90% of profits as dividend Am not currently vested but I' ve always liked this company and hence observing closely. DYODD alexchew      ( Date: 01-Aug-2017 11:00) Posted: lets just think, does the current management team has experience to deal with online threats? Even when years ago, ecommerce is in its infancy, SS did not do much to capture the market. Why?  The management team has aged, and has successfully build up by bricks over the past 20 years. Now facing new competitors which are so big and has so much experience in the ecommerce field, not sure if it is wise to fight them in the same area. They should concentrate on their retail biz and be contented with what is left. They have already earned their gold pot, do you think they will be looking to burn their money to fight the giants, or just shake the tree to its bare bones. Their wealth can eat many generations already even if the share price plunged by 70%, its still pretty much their IPO price, which is a premium to their valuations.. So, in short, is the management driven enough to fight and has the expertise to do so? It' s in an industry that is going to change a lot in the next few years.
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brchkho1 Master	01-Aug-2017 11:12        brchkho1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wondering what will happen if Amazon brings in American products instead of selling similar products availabke in all the local supermarts. brchkho1      ( Date: 01-Aug-2017 11:03) Posted: Look thru the pricings of the grocery in Amazon Prime Now, a bit more expensive than SS.    genting^2      ( Date: 01-Aug-2017 09:57) Posted: CIMB just send a email indicating Sheng Siong price will dip further, initiate short.
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spore1 Supreme	01-Aug-2017 11:05        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortist trick to press down the price . Look for bargain hunters to zoom In soon brchkho1      ( Date: 01-Aug-2017 11:03) Posted: Look thru the pricings of the grocery in Amazon Prime Now, a bit more expensive than SS.    genting^2      ( Date: 01-Aug-2017 09:57) Posted: CIMB just send a email indicating Sheng Siong price will dip further, initiate short.
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brchkho1 Master	01-Aug-2017 11:03        brchkho1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look thru the pricings of the grocery in Amazon Prime Now, a bit more expensive than SS.    genting^2      ( Date: 01-Aug-2017 09:57) Posted: CIMB just send a email indicating Sheng Siong price will dip further, initiate short.
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alexchew Master	01-Aug-2017 11:00        alexchew About Contact  Quote this Post!
x 0   x 0  Alert Admin	lets just think, does the current management team has experience to deal with online threats? Even when years ago, ecommerce is in its infancy, SS did not do much to capture the market. Why?  The management team has aged, and has successfully build up by bricks over the past 20 years. Now facing new competitors which are so big and has so much experience in the ecommerce field, not sure if it is wise to fight them in the same area. They should concentrate on their retail biz and be contented with what is left. They have already earned their gold pot, do you think they will be looking to burn their money to fight the giants, or just shake the tree to its bare bones. Their wealth can eat many generations already even if the share price plunged by 70%, its still pretty much their IPO price, which is a premium to their valuations.. So, in short, is the management driven enough to fight and has the expertise to do so? It' s in an industry that is going to change a lot in the next few years.
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