Back

Latest Forum Topics / Others

Post Reply

CNA Post Reply Rate topic
zobo123 Member	16-Mar-2017 18:38        zobo123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sgtrader, you go check how many t board ipo counter got public tranche one lol...
Useful To Me  Not Useful To Me
teeth53 Supreme	16-Mar-2017 18:21        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	123 is correct. " There are ipos with no public offer" sgtrader101      ( Date: 16-Mar-2017 17:57) Posted: Correction!! There is public offer but very little, 3.8m shares only. zobo123      ( Date: 16-Mar-2017 17:10) Posted: This one count as good already since there are ipos with no public offer.
Useful To Me  Not Useful To Me
sgtrader101 Senior	16-Mar-2017 17:57        sgtrader101 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Correction!! There is public offer but very little, 3.8m shares only. zobo123      ( Date: 16-Mar-2017 17:10) Posted: This one count as good already since there are ipos with no public offer.
Useful To Me  Not Useful To Me
ahhuat08 Elite	16-Mar-2017 17:52        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I beg to differ, Not every IPOs are priced at their best valuation, for eg jumbo, its being priced at 25 cts, now, its almost triple. Some companies take the route of ipo in order to raise funds for expansion and other purposes instead of keep borrowing from the banks. Moreover, ipo a company will enchance the public proflle of a company, but most of all, its OPM that funding their expansion, if it meets the criteria why not. It might turn out to be a win win situation for the owners of the companies plus the investing public. Another good example would be FB, ipo at 38 bucks, now its worth 138 bucks, so not all companies ipoed at their highest valuation. Some gems could be found if u do enough due diligence. Not advocating Kimly is a buy.   W32012      ( Date: 16-Mar-2017 17:01) Posted: Businesses always want " better valuation" for their businesses. That' s why they always ipo on their peak of the business cycle. Some also do it with intention of expansion, that' s why good valuation will grant them more bargaining power in borrowing from banks for expansion. However valuation from stock market is based on opinions that very subjective and volatile. As long as they can create a case and feel opinion   is favourable, they will ipo. Lesser public trench in a " popular counter at the moment" may also due to normal demand but limited supply, pushes prices higher and faster. This will go on until some major holders decided to let go of their own shares.
Useful To Me  Not Useful To Me
zobo123 Member	16-Mar-2017 17:10        zobo123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one count as good already since there are ipos with no public offer.
Useful To Me  Not Useful To Me
W32012 Member	16-Mar-2017 17:01        W32012 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Businesses always want " better valuation" for their businesses. That' s why they always ipo on their peak of the business cycle. Some also do it with intention of expansion, that' s why good valuation will grant them more bargaining power in borrowing from banks for expansion. However valuation from stock market is based on opinions that very subjective and volatile. As long as they can create a case and feel opinion   is favourable, they will ipo. Lesser public trench in a " popular counter at the moment" may also due to normal demand but limited supply, pushes prices higher and faster. This will go on until some major holders decided to let go of their own shares.
Useful To Me  Not Useful To Me
jeremyow Master	16-Mar-2017 15:13        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	It is almost certain in most if not all IPOs that it benefits the owners/ major shareholders and any invited parties who subscribed for private placement shares. Their offer price for subscribing new shares of the company is always lesser than the IPO offer price. These are the interested parties who will benefit from the IPO the most. Thus, there is a common saying that IPO means " it' s probably over-priced" . The company will justify in their IPO prospectus with supporting figures that their company is worth certain valuation. But, it is always taking into account their best prior year or few years of performance when they get public listed. Thus, they get public listed at the highest possible valuation based on a set of most promising prior year' s/ years' business performance. It is " somewhat interesting" that no private company (unless the company is a silly one) will apply for IPO on the lowest point in their business cycle. Well, one always need to present the best side of things to get the most out of it.
Useful To Me  Not Useful To Me
huangyuanhe Supreme	16-Mar-2017 11:15        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	Hot Yes, but be careful. Not so simple from the placement and public tranche allocation. I think I know " their purpose and motives" .  1. placement tranche too much might as well NOT IPO (should be Public Offer not Private Offer    )   public tranche so few " something is just not so right" 2. Kimly coffeeshops are on Master Leased Basis, not wholly owned by them. They are sub landlords. When Real Landlords increases coffeeshop prices due to competition bids, what will be left of Kimly ?  guards80      ( Date: 16-Mar-2017 10:46) Posted: kimly IPO is very hot. i ask uob kayhian broker he say left 0 placement share
Useful To Me  Not Useful To Me
huangyuanhe Supreme	16-Mar-2017 10:49        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	Food Empire BBs, backed by youngest son of great Liem " Michael Corleone" Anthony Salim (vs QAF Andree Salim) is also more eager and more " advanced" . huangyuanhe      ( Date: 16-Mar-2017 10:06) Posted: Quality F & B Stocks will be boosted by F & B IPO Stock Debut Kimly " hotness" next week. All +3% at least next week. I am looking at Food Empire, QAF, Sheng Siong, breadtalk.
Useful To Me  Not Useful To Me
guards80 Supreme	16-Mar-2017 10:46        guards80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	kimly IPO is very hot. i ask uob kayhian broker he say left 0 placement share
Useful To Me  Not Useful To Me
huangyuanhe Supreme	16-Mar-2017 10:45        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	Look at Jumbo. Proven my point for quality F & B stocks + and + % next week. Jumbo BBs are more eager and " advanced" .  huangyuanhe      ( Date: 16-Mar-2017 10:06) Posted: Quality F & B Stocks will be boosted by F & B IPO Stock Debut Kimly " hotness" next week. All +3% at least next week. I am looking at Food Empire, QAF, Sheng Siong, breadtalk.
Useful To Me  Not Useful To Me
huangyuanhe Supreme	16-Mar-2017 10:14        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	When you think of Kimly, you think of kopitiams. When you think of kopitiams, you think of Kopi, Bread and Butter. Too bad I cannot buy Auric Pacific and Super Group anymore. (Offer + Delisting soon). So quality stocks like Sheng Siong, QAF, Food Empire, BreadTalk come to my mind when I think of Kopi, Bread and Butter.  huangyuanhe      ( Date: 16-Mar-2017 10:06) Posted: Quality F & B Stocks will be boosted by F & B IPO Stock Debut Kimly " hotness" next week. All +3% at least next week. I am looking at Food Empire, QAF, Sheng Siong, breadtalk.
Useful To Me  Not Useful To Me
huangyuanhe Supreme	16-Mar-2017 10:06        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	Quality F & B Stocks will be boosted by F & B IPO Stock Debut Kimly " hotness" next week. All +3% at least next week. I am looking at Food Empire, QAF, Sheng Siong, breadtalk.
Useful To Me  Not Useful To Me
nqing87 Supreme	16-Mar-2017 09:30        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Heliconia is the one also involve in jumbo right? sgtrader101      ( Date: 16-Mar-2017 00:12) Posted: Kimly currently has $30m cash in bank, ipo proceed $43,450,000 (173,800,000 x $0.25) and of the total ipo proceed $42,500,000 (170,000,000 x $0.25) were snapped up by business partners and Kimly existing shareholders. One of the business partners or investor is Heliconia a wholly owned subsidiary of Temasek holdings took up 15,000,000 shares or $3m at special price of $0.20 per share (20% discount).
Useful To Me  Not Useful To Me
sgtrader101 Senior	16-Mar-2017 00:12        sgtrader101 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Kimly currently has $30m cash in bank, ipo proceed $43,450,000 (173,800,000 x $0.25) and of the total ipo proceed $42,500,000 (170,000,000 x $0.25) were snapped up by business partners and Kimly existing shareholders. One of the business partners or investor is Heliconia a wholly owned subsidiary of Temasek holdings took up 15,000,000 shares or $3m at special price of $0.20 per share (20% discount).
Useful To Me  Not Useful To Me
sgtrader101 Senior	15-Mar-2017 23:48        sgtrader101 About Contact  Quote this Post!   Mood:
x 0   x 1  Alert Admin	I pressed 1.51m at the atm, don't need half. Give me 50lots i am damn happy liao!! nqing87      ( Date: 15-Mar-2017 21:33) Posted: tell them give chance leh.. small fry like me only applied 20k shares.. gimme half of it and i will be content sgtrader101      ( Date: 15-Mar-2017 18:46) Posted: Just to share, 3.8m public offer is super little. That only translate to $950,000 in dollar terms, personally i know people went to the atm to press over 1m shares. If you are thinking of pressing 50,000 or 500,000 shares, i suggest you don't waste time unless you try 1m or more. You might get 10,000 or 20,000 shares.
Useful To Me  Not Useful To Me
nqing87 Supreme	15-Mar-2017 23:12        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i think when jumbo IPO at 25cents, the p/e ratio was about 14, based on 2014 earnings of 1.8 cents eps.. so 12 p/e ratio from kimly is fairly ok.. anyway, most of the food/bev counters are irrationally highly value at more than 20 p/e.. this is how market values sectors like food/bev & healthcare.. they like to overvalue them, so have to gauge based on sector performance.. in normal sense, normally i will only look at counters which shows consistent performance on its bottomline & have p/e less than 10 and give more than 5% dividend with no debt if possible..  sheerluck      ( Date: 15-Mar-2017 21:59) Posted: I suppose Neo, Jumbo and Kimly are comparable F& B businesses so let see their offering statistics on PE and PB. On listing, - Neo' s       PE ~7           PB~3 - Jumbo' s   PE ~7           PB~3.6 - Kimly' s     PE ~12.4     PB~5.5 So is this Kimlybeing overpriced? nqing87      ( Date: 15-Mar-2017 21:33) Posted: tell them give chance leh.. small fry like me only applied 20k shares.. gimme half of it and i will be content
Useful To Me  Not Useful To Me
guards80 Supreme	15-Mar-2017 23:10        guards80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes everyday need drink aleast 2 packet coffee or teh haha nohorserun      ( Date: 15-Mar-2017 22:42) Posted: The next jumbo or neo group ? Poor economy also need to eat and lin kopi
Useful To Me  Not Useful To Me
destinykraze Elite	15-Mar-2017 23:05        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	Not the same for everyone, I waited 14 days for cash to be return for Jumbo IPO. They never guarantee 5 days cash refund. Don' t anyhow. And I quote from dbs  : For unsuccessful and partially successful applications, the applicable application amount will be refunded by crediting the applicable amount into your DBS or POSB account or CPF/ASPF Investment Account within 14 market days after balloting. You may withdraw applications for securities which have subsequently issued supplementary prospectus by using the " Withdraw Electronic Shares Application (ESA)" service. BBbull      ( Date: 15-Mar-2017 21:20) Posted: talk nonsense, around 5 days will get back the cash. mrwise      ( Date: 15-Mar-2017 19:21) Posted: Result of allocation will only be known by 19 or 20 March
Useful To Me  Not Useful To Me
nohorserun Master	15-Mar-2017 22:42        nohorserun About Contact  Quote this Post!
x 0   x 0  Alert Admin	The next jumbo or neo group ? Poor economy also need to eat and lin kopi
Useful To Me  Not Useful To Me

                                                         First   < Newer   1841-1860 of 1979   Older>   Last