| Latest Forum Topics / Super Group |
|
|
Super Coffee
|
|||||
|
andreytan
Elite |
15-Aug-2014 10:20
|
||||
|
x 0
x 0 Alert Admin |
i think heading for 136, can buy there? |
||||
| Useful To Me Not Useful To Me | |||||
|
lifeisgood
Supreme |
14-Aug-2014 16:36
|
||||
|
x 0
x 0 Alert Admin |
Super share price after having a great run, is time to pay back some, or at least have a pause.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
bllue911
Member |
14-Aug-2014 16:15
|
||||
|
x 0
x 0 Alert Admin |
now trading at 15.5x historical PE. if losing market share in Myammar and Malaysia, and with profit down more than half, might be pressured down a lot more. |
||||
| Useful To Me Not Useful To Me | |||||
|
sun233
Elite |
14-Aug-2014 13:54
|
||||
|
x 0
x 0 Alert Admin |
I have invested in the US for the last 8 years. My best buy was LVS, Qihu and Statoil. I cashed out of Qihu too damn early. Bought at 16 sold at 70. It went all the way to 100!!   Bang Balls man.Now too EX. Don' t trust tech......it was an impulse play. LVS at 46 and sold at 75. Bought again at 71. Now stuck but can collect Div so no worries. Valuations are strecthed now so be cautious. |
||||
| Useful To Me Not Useful To Me | |||||
|
lifeisgood
Supreme |
14-Aug-2014 13:18
|
||||
|
x 0
x 0 Alert Admin |
These days, the search for good stocks should not be limited to the home market. As liquidity in our home market dies off and with no catalysts to boost it (like replacing the current CEO), I am also looking elsewhere to put my cash to good use.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
sun233
Elite |
14-Aug-2014 13:04
|
||||
|
x 0
x 0 Alert Admin |
Can' t compare ship building with coffee. And to rely soley on book value would be a mistake. In Sing not many stocks. Too make serious  cash you need to be in the NYSE or NASDAQ. Just my opinion buy US stocks(gd div plays) and watch your money appreciate and appreciate more next year when interest rates increase and US dollar strengthens. Personally im hoarding cash,vested in NYSE coz i missed the Tech upswing coz i dont undertsand the whole tech thing when something new pops up every day.....Cheers. |
||||
| Useful To Me Not Useful To Me | |||||
|
lifeisgood
Supreme |
14-Aug-2014 11:39
|
||||
|
x 0
x 0 Alert Admin |
In the heady days of Cosco, it was trading well in excess of 12 times book value. And when it dropped to $3.00, at about 5 times book, people were saying Cosco was a screaming buy. Now it is slightly above 1 time book. I am waiting for it to dip below 1 time book, then enter, provided I know the business is progressing well. If not progressing well, the book value may drop further, then price discount has to be larger to entice me to buy. If I miss, then too bad, I still have a lot of other counters to buy. As I always say, too many good stocks, too little money. |
||||
| Useful To Me Not Useful To Me | |||||
|
lifeisgood
Supreme |
14-Aug-2014 11:32
|
||||
|
x 0
x 1 Alert Admin |
At 3.5 times book value and 22 times PE, would there be a potential suitor who would like to buy this company? Would the price matter? If the Super brand was strong, like a Starbucks, maybe. But Super has been trying its best to  DILUTE its own brand over the last few years by selling coffee mix ingredients. So while revenue goes up, profitability drops, and brand value gets obscured. Worth the effort? It is like farmers. Farmers seldom get rich, even if the crop prices go up. Although farmers do volume. The farmers sell the  produce to  the middlemen, which in turn  sell to the end products makers, and then to end users. All except the farmers make money. Now if Super is facing rising raw material cost in beans, and in turns Super makes coffee mixes as the next raw materials for packaged coffee, would margins continue to be squeezed? Super is stuck.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
sun233
Elite |
14-Aug-2014 10:38
|
||||
|
x 0
x 0 Alert Admin |
Obviously they are not growing the business. Better to sell when it is worth being  taken over.  Good thing i dollar averaged out but bought in again because  I do love the volatility. good Luck to u.
|
||||
| Useful To Me Not Useful To Me | |||||
|
9hly99
Veteran |
14-Aug-2014 09:04
|
||||
|
x 0
x 0 Alert Admin |
no right or wrong...but if there is no big companies who want to buy...then we should focus on growing the business...the deal will come some day when you reach to a point that competitors cannot ignore your existence...
|
||||
| Useful To Me Not Useful To Me | |||||
|
sun233
Elite |
14-Aug-2014 08:52
|
||||
|
x 0
x 0 Alert Admin |
I dont agree.....they should sell to the Big companies. There has been speculation that it is a good takeover company.  The next generation not doing well at all.........  they should bail now while they can get a higher price.
|
||||
| Useful To Me Not Useful To Me | |||||
|
9hly99
Veteran |
13-Aug-2014 18:26
|
||||
|
x 0
x 0 Alert Admin |
The business is still sound..but they need to branch out further..into other drinks... in china...they probably needto put in more effort..branding only starts working or feeling effect...they should take a stake in chiChinese coffee company to speed up the growth,. | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
hp3000
Veteran |
13-Aug-2014 17:36
Yells: "Huart Ah !! Count $$$$$ liao" |
||||
|
x 0
x 0 Alert Admin |
Haha cantonese got one word very good  " 早 知 就 无 乞 丐 " .
|
||||
| Useful To Me Not Useful To Me | |||||
|
morningstar13
Member |
13-Aug-2014 15:12
|
||||
|
x 0
x 0 Alert Admin |
Ya lor ... that' s why sometimes, wait wait wait until also never buy ... when high...dont dare to buy ...when price falls, also scared to enter ... that' s how pple miss the bull market ...a great dilemma ..final conclusion is to buy some and keep a big warchest! :) |
||||
| Useful To Me Not Useful To Me | |||||
|
hp3000
Veteran |
13-Aug-2014 14:53
Yells: "Huart Ah !! Count $$$$$ liao" |
||||
|
x 0
x 0 Alert Admin |
A market crash :)   price will be difference liao !!! If it really drop to 1.18 that time think many may no buy liao !! A total difference story for  a market crash price  as it may drop further.
|
||||
| Useful To Me Not Useful To Me | |||||
|
morningstar13
Member |
13-Aug-2014 13:23
|
||||
|
x 0
x 0 Alert Admin |
Always got exception .. CMA was on a downtrend then ... haha ... best is to wait for a market crash :)
|
||||
| Useful To Me Not Useful To Me | |||||
|
Octavia
Supreme |
13-Aug-2014 13:23
|
||||
|
x 0
x 0 Alert Admin |
If it hits that px($1.20 and below)I think it is  a good buy.
|
||||
| Useful To Me Not Useful To Me | |||||
|
morningstar13
Member |
13-Aug-2014 13:18
|
||||
|
x 0
x 0 Alert Admin |
KIm Eng prices is not realistic. Gives very high and very low px ... of cos, if got mkt crash, it' s a different situation..
|
||||
| Useful To Me Not Useful To Me | |||||
|
lifeisgood
Supreme |
13-Aug-2014 13:05
|
||||
|
x 0
x 0 Alert Admin |
Wait patiently. It may get there.
|
||||
| Useful To Me Not Useful To Me | |||||
|
hp3000
Veteran |
13-Aug-2014 12:53
Yells: "Huart Ah !! Count $$$$$ liao" |
||||
|
x 0
x 0 Alert Admin |
Haha Kim eng TP only $1.18 this is very low hor !!!
|
||||
| Useful To Me Not Useful To Me | |||||

