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Sgvale Supreme	21-Feb-2018 10:35        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.740 liao. Wahaha....
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Sgvale Supreme	21-Feb-2018 09:38        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.705 loh.....
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SmallSmall Supreme	02-Feb-2018 11:57        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	:) SmallSmall      ( Date: 17-Jan-2018 14:37) Posted: Guess what? You are right ! Ron Sim is a co-founder of R3 Asset Management which took up the placement shares.   Msport      ( Date: 12-Jan-2018 14:58) Posted: Heard Ron Osim Sim took placement at 24c?
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Lucas4 Veteran	29-Jan-2018 13:30        Lucas4 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro. possible hit 50 today
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sengsk Elite	29-Jan-2018 13:27        sengsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do not " just" base on provider info and Target. Study on Chart which still a better base. At least It given best trend ( Down, Up, Conso ) Its not 100% but we know what' s going on ( Short, Mid, Long term )   Lucas4      ( Date: 29-Jan-2018 12:52) Posted: phillip capital target 70c
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Lucas4 Veteran	29-Jan-2018 12:52        Lucas4 About Contact  Quote this Post!
x 0   x 0  Alert Admin	phillip capital target 70c
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Berani Elite	25-Jan-2018 17:58        Berani About Contact  Quote this Post!
x 0   x 0  Alert Admin	good closing 0.45.... BB in already Berani      ( Date: 25-Jan-2018 15:14) Posted: wait 0.46 to clear then can go to 0.5 Berani      ( Date: 25-Jan-2018 15:01) Posted: today so hot.. towards 50 cents soo
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Berani Elite	25-Jan-2018 15:14        Berani About Contact  Quote this Post!
x 0   x 0  Alert Admin	wait 0.46 to clear then can go to 0.5 Berani      ( Date: 25-Jan-2018 15:01) Posted: today so hot.. towards 50 cents soon rayoflight      ( Date: 17-Jan-2018 14:40) Posted: Another E-Commerce u all can consider is Shopper360. Very low vol now.
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Berani Elite	25-Jan-2018 15:01        Berani About Contact  Quote this Post!
x 0   x 0  Alert Admin	today so hot.. towards 50 cents soon rayoflight      ( Date: 17-Jan-2018 14:40) Posted: Another E-Commerce u all can consider is Shopper360. Very low vol now.
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rayoflight Veteran	17-Jan-2018 14:40        rayoflight About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another E-Commerce u all can consider is Shopper360. Very low vol now.
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SmallSmall Supreme	17-Jan-2018 14:37        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guess what? You are right ! Ron Sim is a co-founder of R3 Asset Management which took up the placement shares.   Msport      ( Date: 12-Jan-2018 14:58) Posted: Heard Ron Osim Sim took placement at 24c?
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SmallSmall Supreme	17-Jan-2018 14:32        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not for the fainted hearted. But I think this one will go far. Looks very similar like 800 Super early breakout moves. Please DYODD
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Msport Elite	12-Jan-2018 14:58        Msport About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Heard Ron Osim Sim took placement at 24c?
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ozone88 Member	28-Sep-2017 13:04        ozone88 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "New Here "
x 0   x 0  Alert Admin	Y Ventures will be doing a Corporate Presentation tomorrow at Phillip Securities ! Since UOB Kay Hian and then CIMB have Research so most likely next to cover this E-Commerce Stock will be PS !!! Need to Break 25.5 cents - 26 cents !!! ozone88      ( Date: 06-Sep-2017 14:51) Posted: Was Only Recommended Recently by UOB Kay Hian....Missed the Chance of Buying Below IPO Prices so Started from 23 - 23.5 cents and Traded For Nice Profits at 25.5 cents !!! Just look at the Market Depth - Current Buying Interest is there so I have managed to Buy at 23.5 Cents Again ! And I will also Queued to Add More Lower !!! mooo000      ( Date: 27-Aug-2017 11:54) Posted: Ya, i think maybe i didnt use the link function last time, try again 1 last time https://research.uobkayhian.com/content_download.jsp?id=41329& h=bd9c29a7219e6d849af77f68e697debe but putting aside all the noises, the few reasons that attracted me to put it in my watchlist is because of the following, appreciate any fundamental feedback from bros here: Pg 100 of report under COGS -  about 65%-80% of COGS are from books (in particular medical and academic books and publications)  , assuming cogs grows in line with the sales , it should suggest 65-80% of sales are from these kind of education books which are less likely to be digitalized (nt sure about others, but i still prefer to have a hard copy for study notes, make my studying abit easier). hopefully this should be relatively irrelevant to the economy, and hopefully books are easier to return back to suppliers/ retain their value for this kind of reference books (was reading the prospectus pg 105, doesnt seem like they have make much of any allowance for inventory obsolence so far).-   but if they can continue to grow sales, and main products continue to be this, they must be doing something right to attract customers for this kind of books.  - i was initially abit worried about the supplier issue as 47-66% of sales actually came from this supplier called Elsevier Group (thinking what if they just bypass Y v, and sell direct to customers?), but it is part of RELX group, which is a leading publisher at Amsterdam, and given Y v current small sales and business model, i think it should still be ok in the meantime. Highly scalable model. because this is afterall a " software" kind of model, where HQ costs are mostly fixed (till it reach another capacity utilisation). based on the 1H results (excluding the IPO expense of US$701k in admin) admin expense will have increased only about 14% relative to the 47% rise in sales. Although not too sure about the surge in selling and distribution expense of 113% (relative to the 47% rise in sales) which the group attributed to the increase in sales of goods through online market places, could be because its higher sales through another sales channel- online marketing. Strong focus on profit?  Was reading here,  http://www.asiaone.com/business/singapore-e-commerce-firm-y-ventures-bets-big-big-data it mentioned Y venture was profitable since inception of 2003. so means they were profitable even in 2008. which i think is quite gd. FOr 1H, even though they had a loss it was mainly due to IPO expense, if stripped it out, the group is still profitable and PBT will have rose about 13% yoy.  - however i think there may be some rise in expenses in the short term as a result of its listed status such as compliance costs etc, fees to directors etc pg 124 of prospectus- they IPO in July, so that should hit more impact on 2H but hopefully its still profitable - pg 14 of 1H results said they still expect to be profitable for FY17 (even after factoring the loss in 1H17 and the expected rise in expenses) Going into product development through JV with experienced partners in their field. - recently went to a JV with Toscano for the marketing and development of new online only private label brand. I think this is interesting to have a look to see their success in that area. Currently seems like Yv is more of reselling products, but if their system is good enough to assess the consumer preference for the product through their data analytics and inject that kind of information to tailor a good enough product that a consumer actually wants, it will make selling even easier (since if Yv has a say in pdt dev, they can suggest the exact things users want based on their analytics and come up with the exact product consumers want, instead of finding distributors that give a close enough product to sell) IPO were new shares (not vendor) and management still hold bulk of the company.  The 35m shares placed out in IPO were new shares and not vendor, so meaning the management is not using the IPO to cash out. and they still hold 71.2% of the company which i guess is still quite substantial.  But of course having say that, i think data analytics etc are still fairly new and I am also not too sure how effective it is, and could have some risks associated with it, thats y i also abit scared. In terms of track record, Y v although its incepted since 2003, but is still quite young. Def need more digging in terms of how they generate profit (is it profit/sale or are they charged on listing regardless of sale and the margins they can get from each sales channel etc). Profit for FY17 I think may also drop but mainly because of one off ipo expense, core profit not too sure, but I think may also drop due to the higher expenses as a result of listing, really need to see. But after digesting it, if Y v can still maintain their strong sales growth momentum, profit should recover quickly, since these costs are mostly fixed. Valuation wise, Dont really know how to value this kind of co. since its not so common in SG.  But i like the sales momentum and the JV so far for the company.
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ozone88 Member	06-Sep-2017 14:51        ozone88 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "New Here "
x 0   x 0  Alert Admin	Was Only Recommended Recently by UOB Kay Hian....Missed the Chance of Buying Below IPO Prices so Started from 23 - 23.5 cents and Traded For Nice Profits at 25.5 cents !!! Just look at the Market Depth - Current Buying Interest is there so I have managed to Buy at 23.5 Cents Again ! And I will also Queued to Add More Lower !!! mooo000      ( Date: 27-Aug-2017 11:54) Posted: Ya, i think maybe i didnt use the link function last time, try again 1 last time https://research.uobkayhian.com/content_download.jsp?id=41329& h=bd9c29a7219e6d849af77f68e697debe but putting aside all the noises, the few reasons that attracted me to put it in my watchlist is because of the following, appreciate any fundamental feedback from bros here: Pg 100 of report under COGS -  about 65%-80% of COGS are from books (in particular medical and academic books and publications)  , assuming cogs grows in line with the sales , it should suggest 65-80% of sales are from these kind of education books which are less likely to be digitalized (nt sure about others, but i still prefer to have a hard copy for study notes, make my studying abit easier). hopefully this should be relatively irrelevant to the economy, and hopefully books are easier to return back to suppliers/ retain their value for this kind of reference books (was reading the prospectus pg 105, doesnt seem like they have make much of any allowance for inventory obsolence so far).-   but if they can continue to grow sales, and main products continue to be this, they must be doing something right to attract customers for this kind of books.  - i was initially abit worried about the supplier issue as 47-66% of sales actually came from this supplier called Elsevier Group (thinking what if they just bypass Y v, and sell direct to customers?), but it is part of RELX group, which is a leading publisher at Amsterdam, and given Y v current small sales and business model, i think it should still be ok in the meantime. Highly scalable model. because this is afterall a " software" kind of model, where HQ costs are mostly fixed (till it reach another capacity utilisation). based on the 1H results (excluding the IPO expense of US$701k in admin) admin expense will have increased only about 14% relative to the 47% rise in sales. Although not too sure about the surge in selling and distribution expense of 113% (relative to the 47% rise in sales) which the group attributed to the increase in sales of goods through online market places, could be because its higher sales through another sales channel- online marketing. Strong focus on profit?  Was reading here,  http://www.asiaone.com/business/singapore-e-commerce-firm-y-ventures-bets-big-big-data it mentioned Y venture was profitable since inception of 2003. so means they were profitable even in 2008. which i think is quite gd. FOr 1H, even though they had a loss it was mainly due to IPO expense, if stripped it out, the group is still profitable and PBT will have rose about 13% yoy.  - however i think there may be some rise in expenses in the short term as a result of its listed status such as compliance costs etc, fees to directors etc pg 124 of prospectus- they IPO in July, so that should hit more impact on 2H but hopefully its still profitable - pg 14 of 1H results said they still expect to be profitable for FY17 (even after factoring the loss in 1H17 and the expected rise in expenses) Going into product development through JV with experienced partners in their field. - recently went to a JV with Toscano for the marketing and development of new online only private label brand. I think this is interesting to have a look to see their success in that area. Currently seems like Yv is more of reselling products, but if their system is good enough to assess the consumer preference for the product through their data analytics and inject that kind of information to tailor a good enough product that a consumer actually wants, it will make selling even easier (since if Yv has a say in pdt dev, they can suggest the exact things users want based on their analytics and come up with the exact product consumers want, instead of finding distributors that give a close enough product to sell) IPO were new shares (not vendor) and management still hold bulk of the company.  The 35m shares placed out in IPO were new shares and not vendor, so meaning the management is not using the IPO to cash out. and they still hold 71.2% of the company which i guess is still quite substantial.  But of course having say that, i think data analytics etc are still fairly new and I am also not too sure how effective it is, and could have some risks associated with it, thats y i also abit scared. In terms of track record, Y v although its incepted since 2003, but is still quite young. Def need more digging in terms of how they generate profit (is it profit/sale or are they charged on listing regardless of sale and the margins they can get from each sales channel etc). Profit for FY17 I think may also drop but mainly because of one off ipo expense, core profit not too sure, but I think may also drop due to the higher expenses as a result of listing, really need to see. But after digesting it, if Y v can still maintain their strong sales growth momentum, profit should recover quickly, since these costs are mostly fixed. Valuation wise, Dont really know how to value this kind of co. since its not so common in SG.  But i like the sales momentum and the JV so far for the company.
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TigTig Master	27-Aug-2017 13:20        TigTig About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was impressed with their ROE figures.     For this kind of company, the growth coming from a low base should be exponential to be able to attractive.   The downside I see is that eps growth has been slow.   So, it' s not such a hot shot stock as yet, not enough for me to sink in money yet.     Although ROE is important, the true test is eps growth, if there is none in the past, what' s to make us believe there will be growth coming? There is a frenzy of excitement because it is touted as an " e-commerce" thingy, very much in vogue.     Be very careful with the sentiment, it comes and goes with the profit announcements.     Look at Yuzoo, so many announcements followed by rally, then fall, and rally again, and now the situation is dismal.
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mooo000 Member	27-Aug-2017 11:54        mooo000 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya, i think maybe i didnt use the link function last time, try again 1 last time https://research.uobkayhian.com/content_download.jsp?id=41329& h=bd9c29a7219e6d849af77f68e697debe but putting aside all the noises, the few reasons that attracted me to put it in my watchlist is because of the following, appreciate any fundamental feedback from bros here: Pg 100 of report under COGS -  about 65%-80% of COGS are from books (in particular medical and academic books and publications)  , assuming cogs grows in line with the sales , it should suggest 65-80% of sales are from these kind of education books which are less likely to be digitalized (nt sure about others, but i still prefer to have a hard copy for study notes, make my studying abit easier). hopefully this should be relatively irrelevant to the economy, and hopefully books are easier to return back to suppliers/ retain their value for this kind of reference books (was reading the prospectus pg 105, doesnt seem like they have make much of any allowance for inventory obsolence so far).-   but if they can continue to grow sales, and main products continue to be this, they must be doing something right to attract customers for this kind of books.  - i was initially abit worried about the supplier issue as 47-66% of sales actually came from this supplier called Elsevier Group (thinking what if they just bypass Y v, and sell direct to customers?), but it is part of RELX group, which is a leading publisher at Amsterdam, and given Y v current small sales and business model, i think it should still be ok in the meantime. Highly scalable model. because this is afterall a " software" kind of model, where HQ costs are mostly fixed (till it reach another capacity utilisation). based on the 1H results (excluding the IPO expense of US$701k in admin) admin expense will have increased only about 14% relative to the 47% rise in sales. Although not too sure about the surge in selling and distribution expense of 113% (relative to the 47% rise in sales) which the group attributed to the increase in sales of goods through online market places, could be because its higher sales through another sales channel- online marketing. Strong focus on profit?  Was reading here,  http://www.asiaone.com/business/singapore-e-commerce-firm-y-ventures-bets-big-big-data it mentioned Y venture was profitable since inception of 2003. so means they were profitable even in 2008. which i think is quite gd. FOr 1H, even though they had a loss it was mainly due to IPO expense, if stripped it out, the group is still profitable and PBT will have rose about 13% yoy.  - however i think there may be some rise in expenses in the short term as a result of its listed status such as compliance costs etc, fees to directors etc pg 124 of prospectus- they IPO in July, so that should hit more impact on 2H but hopefully its still profitable - pg 14 of 1H results said they still expect to be profitable for FY17 (even after factoring the loss in 1H17 and the expected rise in expenses) Going into product development through JV with experienced partners in their field. - recently went to a JV with Toscano for the marketing and development of new online only private label brand. I think this is interesting to have a look to see their success in that area. Currently seems like Yv is more of reselling products, but if their system is good enough to assess the consumer preference for the product through their data analytics and inject that kind of information to tailor a good enough product that a consumer actually wants, it will make selling even easier (since if Yv has a say in pdt dev, they can suggest the exact things users want based on their analytics and come up with the exact product consumers want, instead of finding distributors that give a close enough product to sell) IPO were new shares (not vendor) and management still hold bulk of the company.  The 35m shares placed out in IPO were new shares and not vendor, so meaning the management is not using the IPO to cash out. and they still hold 71.2% of the company which i guess is still quite substantial.  But of course having say that, i think data analytics etc are still fairly new and I am also not too sure how effective it is, and could have some risks associated with it, thats y i also abit scared. In terms of track record, Y v although its incepted since 2003, but is still quite young. Def need more digging in terms of how they generate profit (is it profit/sale or are they charged on listing regardless of sale and the margins they can get from each sales channel etc). Profit for FY17 I think may also drop but mainly because of one off ipo expense, core profit not too sure, but I think may also drop due to the higher expenses as a result of listing, really need to see. But after digesting it, if Y v can still maintain their strong sales growth momentum, profit should recover quickly, since these costs are mostly fixed. Valuation wise, Dont really know how to value this kind of co. since its not so common in SG.  But i like the sales momentum and the JV so far for the company.
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TigTig Master	26-Aug-2017 12:11        TigTig About Contact  Quote this Post!
x 0   x 0  Alert Admin	can' t view the link, need a log in.     Be interesting to know how they chalk up that kind of ROE.     My portfolio' s skewed towards the hot hot property sector, be good to diversify, and this looks kinda interesting. mooo000      ( Date: 26-Aug-2017 06:38) Posted: Anyone gt look at this stock? the buying momentum like very strong- price recover  from 0.15 to 0.23 now, just above ipo price of 0.22 liao UOB TP $0.28, but based on very steep 40% discount to peers PE profit momentum like quite strong - They forecast 32% rise in net profit frm 2016-2019. but off frm like low base and tech co. should be quite scalable 1H results revenue rose 47%, gross profit up 55%, PBT if exclude ipo expense is US$0.57m (+13% yoy) https://research.uobkayhian.com/content_download.jsp?id=41329& h=bd9c29a7219e6d849af77f68e697debe
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TigTig Master	26-Aug-2017 12:07        TigTig About Contact  Quote this Post!
x 0   x 0  Alert Admin	Numbers look pretty impressive.
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chinton86 Master	26-Aug-2017 12:02        chinton86 About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOB is the placement agent and the report initiation is by UOB as well...CONflict?
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