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Kimly Limited Post Reply Rate topic
josephyeo Elite	02-Dec-2020 22:11        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	COFFEE shop operator Kimly is a " buy" given the growing revenue stream from food delivery and as acquisitions are set to boost its profitability, said UOB Kay Hian (UOBKH) and RHB in separate reports. The company' s lower price point and heartland presence will also appeal to customers especially as people work from home, and Kimly is likely to continue to reward shareholders with attractive dividends. UOBKH has initiated coverage on Catalist-listed Kimly with a " buy" call and a target price of S$0.36. Meanwhile, RHB maintained its " buy" rating and upped its target price to S$0.32 from S$0.29 previously.
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commando Master	02-Dec-2020 21:02        commando About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good vol josephyeo      ( Date: 02-Dec-2020 20:54) Posted: Good volume today. 9.4 mil shares traded w 5.2 millions at 30.0 cents and 4.2 millions at 30.5 cents.
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josephyeo Elite	02-Dec-2020 20:54        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Good volume today. 9.4 mil shares traded w 5.2 millions at 30.0 cents and 4.2 millions at 30.5 cents.
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loss@win Member	02-Dec-2020 12:38        loss@win About Contact  Quote this Post!
x 0   x 0  Alert Admin	Slow and steady win the race Huat Ah
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josephyeo Elite	02-Dec-2020 10:29        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	4.2 million shares trade at 30.5 cents at time of post.
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josephyeo Elite	02-Dec-2020 10:26        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I am intending to hold long as the full impact of the acquisitions will be felt in current financial year. In the mean time looks forward to collect dividend. 1st half dividend is 0.28 and 2nd half is 0.84. Full year dividend is 1.12 cents.
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josephyeo Elite	02-Dec-2020 10:13        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	A quote taken from Kimly Limited press release: We are grateful to have a resilient business model with diversified revenue streams and we are confident that Kimly is well positioned to emerge stronger when more economic activities resume. We will continue to strengthen our income base by enhancing our food offerings and operations efficiency.&rdquo - end of quote
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commando Master	02-Dec-2020 09:31        commando About Contact  Quote this Post!
x 0   x 0  Alert Admin	Break 30ct liao josephyeo      ( Date: 02-Dec-2020 08:20) Posted: You are most welcome uknowwhatyoudid.
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josephyeo Elite	02-Dec-2020 08:20        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	You are most welcome uknowwhatyoudid.
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iknowwhatyoudid Member	01-Dec-2020 21:41        iknowwhatyoudid About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for your constant updates bro 👍 🏻 josephyeo      ( Date: 01-Dec-2020 17:12) Posted: Closed at 30.0 cents, up 0.5 cents on volume of 1.9 mil.
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josephyeo Elite	01-Dec-2020 17:12        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Closed at 30.0 cents, up 0.5 cents on volume of 1.9 mil.
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josephyeo Elite	30-Nov-2020 21:33        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Kimly reported robust FY20 results as support from the JSS helped to boost earnings. FY20 net profit grew 25.8% yoy to S$25.2m, forming 105% of our full-year forecasts. Gross profit soared 38.9% yoy largely due to government grants and rebates. Kimly still has: a) a high net cash balance of S$43.9m b) a higher dividend yield vs peers and c) strong future earnings growth from newly-acquired/refurbished coffee shops. Maintain BUY with PE-based target price of S$0.36.
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commando Master	30-Nov-2020 19:36        commando About Contact  Quote this Post!
x 0   x 0  Alert Admin	Best is yet to come josephyeo      ( Date: 30-Nov-2020 17:26) Posted: Good finishing today. Despite sgx index being down 49.8 points, Kimly managed to finish at 29.5 cents, up 0.5 cents. The bulk of the trades were done at 29.5. In total, 2.7 mil shares were traded. See below:   0.290 29 376,000 366,000 0 0.295 103 2,341,000 88,500 2,207,500           TOTALS: 132 2,717,000 454,500 2,207,500
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josephyeo Elite	30-Nov-2020 17:26        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Good finishing today. Despite sgx index being down 49.8 points, Kimly managed to finish at 29.5 cents, up 0.5 cents. The bulk of the trades were done at 29.5. In total, 2.7 mil shares were traded. See below:   0.290 29 376,000 366,000 0 0.295 103 2,341,000 88,500 2,207,500           TOTALS: 132 2,717,000 454,500 2,207,500
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josephyeo Elite	30-Nov-2020 14:16        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Repost for those who missed it. josephyeo      ( Date: 28-Nov-2020 13:41) Posted: Latest financials of selected listed food companies                       revenue net profit dividend div yield current price (cents) period Kimly Limited 210,773 25225 1.12 3.86 29.0 full year - oct' 19 to sept' 20 RE& S 110,649 -5,217 nil nil 9.2 full year - july' 19 to june' 20 Jumbo 97,573 -8,169 nil nil 33.0 full year - oct' 19 to sept' 20               Japan Food 18,530 0.300 0.75 2.3 32.0 half year - apr to sept' 20 Koufu 88,966 2,535 0.5 0.75 66.0 half year - jan to june' 20 Soup Restaurant 16,179 0.129 nil nil 9.2 half year - jan to june' 20               Comments:               From above it seems that Kimly is leading in terms of revenue, profits, and dividend yield.               For info only. Dyodd.
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josephyeo Elite	29-Nov-2020 17:27        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Expect further improvements in revenue n profits for current financial year 2020/2021.   2019/2020 financial results include partial contributions from acquisitions in 2019/2020. The full impacts of the acquisitions will be felt in the current financial year - 2020/2021 So, its fair to expect further improvements in revenue n profits for the current year.                 Details of acquisitions:           Nov/Dec 2019 -  5 new coffee shops n 8 food stalls, acquired in Nov and Dec 2019 June 2020 - 2 coffee shops, 3 industrial canteens and 1 restaurant   Nov 5 2020 - joint venture w Tenderfresh to open halal coffee shop
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josephyeo Elite	28-Nov-2020 13:41        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Latest financials of selected listed food companies                       revenue net profit dividend div yield current price (cents) period Kimly Limited 210,773 25225 1.12 3.86 29.0 full year - oct' 19 to sept' 20 RE& S 110,649 -5,217 nil nil 9.2 full year - july' 19 to june' 20 Jumbo 97,573 -8,169 nil nil 33.0 full year - oct' 19 to sept' 20               Japan Food 18,530 0.300 0.75 2.3 32.0 half year - apr to sept' 20 Koufu 88,966 2,535 0.5 0.75 66.0 half year - jan to june' 20 Soup Restaurant 16,179 0.129 nil nil 9.2 half year - jan to june' 20               Comments:               From above it seems that Kimly is leading in terms of revenue, profits, and dividend yield.               For info only. Dyodd.
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josephyeo Elite	28-Nov-2020 00:39        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Share some figures:                   FY' 19 FY' 20 up/down in %   revenue 208299 210773 1.19   gross profit 40687 56515 38.90   gp margin 19.5 26.8 7.28   net profit 20053 25225 25.79   np margin 9.6 12.0 2.34             As seen from above the trend looks positive, despite operating  under a very tough Covid19 environment.               Note: the financial year for Kimly is from Oct 2019 to Sept 2020.
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commando Master	27-Nov-2020 16:01        commando About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree. Tks josephyeo      ( Date: 27-Nov-2020 15:50) Posted: It will take time for people to know n appreciate. Personally, I am confident that it will cross the 30.0 cents figure. It is now one of the cheapest food-related company listed in the exchange. Its dividend is also among the best. Personally, I holding for the long term. Will look forward to the next reporting season which will reflect the full impacts of the company' s acquisitions in 2019 n 2020. commando      ( Date: 27-Nov-2020 12:56) Posted: But unable to break 29.
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josephyeo Elite	27-Nov-2020 15:50        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	It will take time for people to know n appreciate. Personally, I am confident that it will cross the 30.0 cents figure. It is now one of the cheapest food-related company listed in the exchange. Its dividend is also among the best. Personally, I holding for the long term. Will look forward to the next reporting season which will reflect the full impacts of the company' s acquisitions in 2019 n 2020. commando      ( Date: 27-Nov-2020 12:56) Posted: But unable to break 29.5 josephyeo      ( Date: 27-Nov-2020 12:51) Posted: An extract of Kimly Limited press release on 26 Nov 2020: Kimly demonstrates resilience in FY2020 results &bull Despite pandemic related headwinds, full-year revenue improved from S$208.3 million to S$210.8 million, mainly due to the higher contributions from the Food Retail Division and contributions from new coffeeshops and food stalls &bull Assisted by the Singapore Government&rsquo s multiple COVID-19 assistance schemes, gross profit margin increased to 26.8 % in FY2020 from 19.5% in FY2019, and cushioned part of the negative impacts from the pandemic &bull Declare a final dividend of 0.84 Singapore cents per share, taking total dividend to 1.12 cents per share, representing a 52.6% payout of net profit &bull The Group remains committed to expand via both organic and inorganic growt
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