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Latest Forum Topics / SPH  Post Reply
SPH - A new diversified conglomerate
ysh2006
Supreme
27-Feb-2021 15:54     
 
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 Alert Admin 		SPH clarify that they just invest little in Korean ecommerce lah $3.9 M....IPO get back not much also it don't manage this IPO too!... ☺ ☺
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lifeisgood
Supreme
27-Feb-2021 15:43     
 
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 Alert Admin

Taken from Douglas Kim Smartkarma.com website:

Our base case valuation of Coupang is EV of $55.6 billion and implied market cap of $60.1 billion. 

We have used EV/GP as our primary method of valuing Coupang. We believe this is a better method than EV/S since Coupang has lower gross margins than its peers and its sales have a greater component of COGS than its peers. We used the average EV/GP of he comps (on a TTM) basis which is 19.3x. We then applied our estimated gross profit of $2.9 billion for Coupang in 2021 which resulted in an EV of $55.6 billion. Adjusting for net cash of $4.5 billion, this also suggests an implied market cap of $60.1 billion, which is over a 6-12 month view. 

First day pop  - We believe there will be a first day pop for Coupang given the intensely bullish environment for high quality global tech stocks. We believe that the first day pop could lead to Coupang' s  market cap rising as high as$81 billion, which would be 35% higher than our base case value of $60.1 billion. 

 
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lifeisgood
Supreme
27-Feb-2021 15:40     
 
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 Alert Admin 		I expect this stock to at least go back up to $1.60 to $1.80, just not to be greedy. 

Later I will cut and paste what Douglas Kim (the analyst) prediction on its potential IPO share price movement. This guy so far very zhun, I have tracked a few (like the recent Bumble IPO).

SPH will do well not to sell immediately upon IPO. Can wait for 1-2 weeks of euphoria before selling. When all is said and done, assuming SPH dispose of the shares after a few weeks, I expect SPH to make a lot more money than the IPO valuation. Kudos to SPH for investing in this winner.

 

shk363      ( Date: 27-Feb-2021 15:34) Posted:

tks for clarifying

lifeisgood      ( Date: 27-Feb-2021 15:24) Posted:

You forgot PE ratio? It will be a multiple of 4 cents. If PE ratio is 10, then should be 40 cent
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shk363
Elite
27-Feb-2021 15:34     
 
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 Alert Admin 		tks for clarifying

lifeisgood      ( Date: 27-Feb-2021 15:24) Posted:

You forgot PE ratio? It will be a multiple of 4 cents. If PE ratio is 10, then should be 40 cents

shk363      ( Date: 27-Feb-2021 15:03) Posted:

$66.5M is abt $0.04 per share only why it jumped by 12 cents
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lifeisgood
Supreme
27-Feb-2021 15:24     
 
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 Alert Admin 		You forgot PE ratio? It will be a multiple of 4 cents. If PE ratio is 10, then should be 40 cents

shk363      ( Date: 27-Feb-2021 15:03) Posted:

$66.5M is abt $0.04 per share only why it jumped by 12 cents?

anonymoustrader      ( Date: 27-Feb-2021 13:54) Posted:

They revealed to invest US$3.9M in 2014, estimated to worth 0.1%. 0.1% of US$50B with exchange rate of 1USD to 1.33SGD is about S$66.5M. Can go check out investingnote. Just released the news this afternoo
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ckmpd1
Supreme
27-Feb-2021 15:22     
 
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 Alert Admin 		yes

Kittykitty      ( Date: 27-Feb-2021 15:14) Posted:

Sph 3 years high is $2.92. Now is $1.40. Sats 3 years high is $5.64. Now is $4.40. So all other sectors share price can recover . Only sph cannot?

Kittykitty      ( Date: 27-Feb-2021 15:10) Posted:

Even sats and sia share price are recovering . Sph jan 2020 share price is above $2. So it does not deserve to recover its share price.


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Kittykitty
Senior
27-Feb-2021 15:14     
 
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 Alert Admin 		Sph 3 years high is $2.92. Now is $1.40. Sats 3 years high is $5.64. Now is $4.40. So all other sectors share price can recover . Only sph cannot?

Kittykitty      ( Date: 27-Feb-2021 15:10) Posted:

Even sats and sia share price are recovering . Sph jan 2020 share price is above $2. So it does not deserve to recover its share price. ?

shk363      ( Date: 27-Feb-2021 15:03) Posted:

$66.5M is abt $0.04 per share only why it jumped by 12 cents
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Kittykitty
Senior
27-Feb-2021 15:10     
 
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 Alert Admin 		Even sats and sia share price are recovering . Sph jan 2020 share price is above $2. So it does not deserve to recover its share price. ?

shk363      ( Date: 27-Feb-2021 15:03) Posted:

$66.5M is abt $0.04 per share only why it jumped by 12 cents?

anonymoustrader      ( Date: 27-Feb-2021 13:54) Posted:

They revealed to invest US$3.9M in 2014, estimated to worth 0.1%. 0.1% of US$50B with exchange rate of 1USD to 1.33SGD is about S$66.5M. Can go check out investingnote. Just released the news this afternoo
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des_khor
Supreme
27-Feb-2021 15:06     
 
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 Alert Admin 		Monday drop back 8 cts
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shk363
Elite
27-Feb-2021 15:03     
 
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 Alert Admin 		$66.5M is abt $0.04 per share only why it jumped by 12 cents?

anonymoustrader      ( Date: 27-Feb-2021 13:54) Posted:

They revealed to invest US$3.9M in 2014, estimated to worth 0.1%. 0.1% of US$50B with exchange rate of 1USD to 1.33SGD is about S$66.5M. Can go check out investingnote. Just released the news this afternoom

ckmpd1      ( Date: 27-Feb-2021 13:41) Posted:

Since SPH has not revealed how much it invested in Coupang, we may hazard a guess that it is abt $100m based on the estimated $112m investment.

 
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Newlearner
Veteran
27-Feb-2021 14:56     
 
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 Alert Admin 		Can mitigate part of media losses moving forward....  wink

anonymoustrader      ( Date: 27-Feb-2021 13:54) Posted:

They revealed to invest US$3.9M in 2014, estimated to worth 0.1%. 0.1% of US$50B with exchange rate of 1USD to 1.33SGD is about S$66.5M. Can go check out investingnote. Just released the news this afternoom

ckmpd1      ( Date: 27-Feb-2021 13:41) Posted:

Since SPH has not revealed how much it invested in Coupang, we may hazard a guess that it is abt $100m based on the estimated $112m investment.

 
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freeme
Elite
27-Feb-2021 14:46     
 
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 Alert Admin 		Yea. just saw that on edge too. So i take back my words.. 

Qoo10 invested in 112m, Coupang only 3.9m usd. So its worth about 66m sgd only.. maybe need to revise down $2 target to $1.6 first.

Nevertheless, this is coupang can serve as the catalyst to lift the momentum. Still discounting others investment like ifast etc.. 

 

anonymoustrader      ( Date: 27-Feb-2021 13:54) Posted:

They revealed to invest US$3.9M in 2014, estimated to worth 0.1%. 0.1% of US$50B with exchange rate of 1USD to 1.33SGD is about S$66.5M. Can go check out investingnote. Just released the news this afternoom

ckmpd1      ( Date: 27-Feb-2021 13:41) Posted:

Since SPH has not revealed how much it invested in Coupang, we may hazard a guess that it is abt $100m based on the estimated $112m investment.

 
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investshare
Supreme
27-Feb-2021 14:34     
 
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 Alert Admin 		Like that going to drop on Mon, $66m cannot move the needle.

anonymoustrader      ( Date: 27-Feb-2021 13:54) Posted:

They revealed to invest US$3.9M in 2014, estimated to worth 0.1%. 0.1% of US$50B with exchange rate of 1USD to 1.33SGD is about S$66.5M. Can go check out investingnote. Just released the news this afternoom

ckmpd1      ( Date: 27-Feb-2021 13:41) Posted:

Since SPH has not revealed how much it invested in Coupang, we may hazard a guess that it is abt $100m based on the estimated $112m investment.

 
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Farmer
Master
27-Feb-2021 14:01     
 
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 Alert Admin 		However, SPH shareholding of IFast ~40m is worth much more... but its not widely reported by the press.
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ckmpd1
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27-Feb-2021 13:55     
 
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 Alert Admin 		Thanks

anonymoustrader      ( Date: 27-Feb-2021 13:54) Posted:

They revealed to invest US$3.9M in 2014, estimated to worth 0.1%. 0.1% of US$50B with exchange rate of 1USD to 1.33SGD is about S$66.5M. Can go check out investingnote. Just released the news this afternoom

ckmpd1      ( Date: 27-Feb-2021 13:41) Posted:

Since SPH has not revealed how much it invested in Coupang, we may hazard a guess that it is abt $100m based on the estimated $112m investment.

 
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anonymoustrader
Member
27-Feb-2021 13:54     
 
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 Alert Admin 		They revealed to invest US$3.9M in 2014, estimated to worth 0.1%. 0.1% of US$50B with exchange rate of 1USD to 1.33SGD is about S$66.5M. Can go check out investingnote. Just released the news this afternoom

ckmpd1      ( Date: 27-Feb-2021 13:41) Posted:

Since SPH has not revealed how much it invested in Coupang, we may hazard a guess that it is abt $100m based on the estimated $112m investment.

 

des_khor      ( Date: 27-Feb-2021 13:34) Posted:

If 1 bil share price will fly up up to the sky ... almost half of the market cap when it was still golden dollar
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ckmpd1
Supreme
27-Feb-2021 13:41     
 
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 Alert Admin 		Since SPH has not revealed how much it invested in Coupang, we may hazard a guess that it is abt $100m based on the estimated $112m investment.

 

des_khor      ( Date: 27-Feb-2021 13:34) Posted:

If 1 bil share price will fly up up to the sky ... almost half of the market cap when it was still golden dollar!

freeme      ( Date: 27-Feb-2021 13:31) Posted:

Cant be 3.9m only lah! Take a queue on their investment in Qoo10 - over 100m

The only question is we dono how much SPH invested in them. Softbank invest 1b.. 
Assuming,
if SPH invested 100m, 10x = 1b gain! 
if SPH invested 50m, 10x = 500m gain!

This will be very significant profit for SPH! At least also must rebound to near 1.0x for us long term investors! 

TARGET PRICE $2
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ckmpd1
Supreme
27-Feb-2021 13:37     
 
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 Alert Admin 		Yes...target price should be at least $2, if $50m to $100m invested

freeme      ( Date: 27-Feb-2021 13:31) Posted:

Cant be 3.9m only lah! Take a queue on their investment in Qoo10 - over 100m

The only question is we dono how much SPH invested in them. Softbank invest 1b.. 
Assuming,
if SPH invested 100m, 10x = 1b gain! 
if SPH invested 50m, 10x = 500m gain!

This will be very significant profit for SPH! At least also must rebound to near 1.0x for us long term investors! 

TARGET PRICE $2

ckmpd1      ( Date: 27-Feb-2021 13:26) Posted:

Only US$3.9m?

Straits Times reported that it was an undisclosed su
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des_khor
Supreme
27-Feb-2021 13:34     
 
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 Alert Admin 		If 1 bil share price will fly up up to the sky ... almost half of the market cap when it was still golden dollar!

freeme      ( Date: 27-Feb-2021 13:31) Posted:

Cant be 3.9m only lah! Take a queue on their investment in Qoo10 - over 100m

The only question is we dono how much SPH invested in them. Softbank invest 1b.. 
Assuming,
if SPH invested 100m, 10x = 1b gain! 
if SPH invested 50m, 10x = 500m gain!

This will be very significant profit for SPH! At least also must rebound to near 1.0x for us long term investors! 

TARGET PRICE $2

ckmpd1      ( Date: 27-Feb-2021 13:26) Posted:

Only US$3.9m?

Straits Times reported that it was an undisclosed su
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freeme
Elite
27-Feb-2021 13:31     
 
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 Alert Admin 		Cant be 3.9m only lah! Take a queue on their investment in Qoo10 - over 100m

The only question is we dono how much SPH invested in them. Softbank invest 1b.. 
Assuming,
if SPH invested 100m, 10x = 1b gain! 
if SPH invested 50m, 10x = 500m gain!

This will be very significant profit for SPH! At least also must rebound to near 1.0x for us long term investors! 

TARGET PRICE $2

ckmpd1      ( Date: 27-Feb-2021 13:26) Posted:

Only US$3.9m?

Straits Times reported that it was an undisclosed sum

Farmer      ( Date: 27-Feb-2021 13:23) Posted:

No material effect on its price as SPH only invested US$3.9m indirectly into Coupang in 2014.
Its total holding is ~0.1% only
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