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josephyeo Elite	17-Aug-2020 23:07        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Another acquisition on 26 June 2020 by Kimly: ACQUISITION OF 25% PARTNERSHIP INTEREST IN NORTH VIEW INVESTMENTS LLP WHICH HOLDS THE PROPERTY AT 925 YISHUN CENTRAL 1 #01-249
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josephyeo Elite	17-Aug-2020 17:57        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	In addition to the acquisitions in Nov/Dec 2019 and June 2020, there are 2 other acquisitions in the pipeline
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josephyeo Elite	17-Aug-2020 13:04        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	2 new coffee shops, 3 industrial canteens n 1 restaurant. Kimly acquired 2 coffee shops, 3 industrial canteens, and 1 restaurant, in June 2020. These acquisitions should contribute to current n next year' s revenue n profit. For info only!
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josephyeo Elite	17-Aug-2020 09:37        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	5 new coffee shops n 8 food stalls. Kimly acquired 5 new coffee shops n 8 food stalls, in Nov and Dec 2019. This should contribute to the revenue n profit for the current year.   For info only
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josephyeo Elite	17-Aug-2020 06:37        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	One of the few companies to report improved 1st half result:     1st Half 2019 1st half 2020 percent revenue (x1000) 104144 107385 3.11 profit (x1000) 10008 10542 5.34 For info only.
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commando Master	16-Aug-2020 09:42        commando About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, keeping it josephyeo      ( Date: 16-Aug-2020 09:40) Posted: Kimly has been resilient lately n has been trading within a close range of 22.0 to 23.0 cents. For info only. josephyeo      ( Date: 10-Jun-2020 06:07) Posted: Below are some comments on Kimly Limited:   Comments - last year n current year half time results       Criteria   Comments       revenue   good, up 3% against last year same time       profit   good, up 5% against last year same time       debt   small debt of 5.9 mil       cash   excellent cash horde of 75 million       div   good. 0.28 at half time and 0.42 at 2nd half.      Full year estimated at 0.7 cts       div yield   good at 3.2 % (estimate)       p/e   low relative to other listed food companies.      Trailing p/e is 12.5 X against its historical p/e of around 20 X.       price   cheap compared against its historical p/e of 20X       gross margin   good n trending higher. Previous year 19.6 %. Current year 21.6%       net margin   good n trending higher. Previous year 9.6%. Current year 9.8%       future   very good. See below:     1) 5 new coffee shops n 8 food stalls, acquired in Nov and Dec 2019                                                                                                                                                                                  2) 2 coffee shops, 3 industrial canteens and 1 restaurant,        acquired in June 2020.        3) 2 other acquisitions in the pipeline     4) productivity has gone up as can be seen from the improved     gross margin and net margin.       price   current - 22 cents     52 weeks low -17.5     52 wks high - 25.5     2  year high - 38.5     5  year high - 56.5
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josephyeo Elite	16-Aug-2020 09:40        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Kimly has been resilient lately n has been trading within a close range of 22.0 to 23.0 cents. For info only. josephyeo      ( Date: 10-Jun-2020 06:07) Posted: Below are some comments on Kimly Limited:   Comments - last year n current year half time results       Criteria   Comments       revenue   good, up 3% against last year same time       profit   good, up 5% against last year same time       debt   small debt of 5.9 mil       cash   excellent cash horde of 75 million       div   good. 0.28 at half time and 0.42 at 2nd half.      Full year estimated at 0.7 cts       div yield   good at 3.2 % (estimate)       p/e   low relative to other listed food companies.      Trailing p/e is 12.5 X against its historical p/e of around 20 X.       price   cheap compared against its historical p/e of 20X       gross margin   good n trending higher. Previous year 19.6 %. Current year 21.6%       net margin   good n trending higher. Previous year 9.6%. Current year 9.8%       future   very good. See below:     1) 5 new coffee shops n 8 food stalls, acquired in Nov and Dec 2019                                                                                                                                                                                  2) 2 coffee shops, 3 industrial canteens and 1 restaurant,        acquired in June 2020.        3) 2 other acquisitions in the pipeline     4) productivity has gone up as can be seen from the improved     gross margin and net margin.       price   current - 22 cents     52 weeks low -17.5     52 wks high - 25.5     2  year high - 38.5     5  year high - 56.5
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josephyeo Elite	23-Jul-2020 16:00        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Kimly limited is one of the few companies which reported improved revenue n profit in its 1st half result  released  on    11 May  2020.  Going  forward,  with  its  recent  acquisitions, the results are likely to be even better. See below: The future looks good w the new acquisitions in 2019 n 2020. See below: 1) 5 new coffee shops n 8 food stalls, acquired in Nov and Dec 2019 2) 2 coffee shops, 3 industrial canteens and 1 restaurant,       acquired in June 2020. 3) 2 other acquisitions in the pipeline 4) productivity has gone up as can be seen from the improved       gross margin and net margin. Above for info only. Dyodd.
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josephyeo Elite	15-Jul-2020 23:15        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Financial year from Oct to Sept. Full year result was released in November last year. For info only.
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tasking Senior	15-Jul-2020 16:34        tasking About Contact  Quote this Post!
x 0   x 0  Alert Admin	agreed, growth stock w good div n no loan but load of cash!!!
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josephyeo Elite	15-Jul-2020 16:32        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	On 26 June, RHB upgrade Kimly from neutral to buy recommendation. Target 26 cts.
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josephyeo Elite	11-Jul-2020 15:58        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Sharing some notes on Kimly n Koufu. See below:     Kimly Half year Kimly FY estm Koufu FY             revenue 107,385 214,770 237,507             profit 10,542 21,084 27,688             no of shares 1,148,443 1,148,443 554,814             earning per share 0.92 1.84 4.99             current price 22.5 22.5 70.5             p/e (trailing) 24.51 12.26 14.13             dividend per share 1.00 1.00 2.5             dividend yield 4.44 4.44 3.55             Conclusion: Kimly has a lower p/e n higher dividend yield               Kimly is also a growth company in that w its recent acquisitions, the revenue n profits are expectedd to   be better going forward For inf only. Vested.
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josephyeo Elite	10-Jul-2020 17:21        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Sharing some notes on Kimly. See below:     Kimly Half year Kimly FY estm Koufu FY             revenue 107,385 214,770 237,507             profit 10,542 21,084 27,688             no of shares 1,148,443 1,148,443 554,814             earning per share 0.92 1.84 4.99             current price 22.5 22.5 70.5             p/e (trailing) 24.51 12.26 14.13             dividend per share 1.00 1.00 2.5             dividend yield 4.44 4.44 3.55             Conclusion: Kimly has a lower p/e n higher dividend yield               Kimly is also a growth company in that w its recent acquisitions,   the revenue n profits are expected to be better going forward For inf only. Vested.
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josephyeo Elite	09-Jul-2020 16:45        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Interesting points to note on Kimly 1st half results: 1. Cost of sales as a percentage of revenue has decreased by 2.0%,       from 80.4% in 1H FY2019 to 78.4% in 1H FY2020. 2. Gross profit margin increased by 2.0%, from 19.6% in 1H FY2019 to     21.6% in 1H FY2020. For info only. Vested.
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josephyeo Elite	06-Jul-2020 17:01        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Price history: 5 year high - 56.5 2 year high - 35.0 1 year high - 25.0 low - 17.5 at time of post - 22.5
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josephyeo Elite	06-Jul-2020 13:39        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Price firm at the 22.0 n 22.5 cts level. josephyeo      ( Date: 30-Jun-2020 18:06) Posted: Kimly limited is one of the few companies which reported improved revenue n profit in its1st half result released on 11 May 2020. Going forward, with its recent acquisitions, the results are likely to be even better. See bwlow:   future             very good. See below:     1) 5 new coffee shops n 8 food stalls, acquired in Nov and Dec 2019                                                                                                                                                                                  2) 2 coffee shops, 3 industrial canteens and 1 restaurant,        acquired in June 2020.          3) 2 other acquisitions in the pipeline       4) productivity has gone up as can be seen from the improved     gross margin and net margin. Above for info only. Dyodd.
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josephyeo Elite	06-Jul-2020 09:23        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Moreover, RHB expects &rdquo Kimly&rsquo s business to remain durable amidst this pandemic, and it will likely continue to reward shareholders with attractive dividends despite falling slightly for FY20F (Sep) of 4.7%. We expect dividends to pick up over the next few years as things return to normal for the company post Circuit Breaker.&rdquo This is a factor interesting to investors who like steady dividends.&rdquo
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josephyeo Elite	30-Jun-2020 22:06        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	repost josephyeo      ( Date: 30-Jun-2020 18:06) Posted: Kimly limited is one of the few companies which reported improved revenue n profit in its1st half result released on 11 May 2020. Going forward, with its recent acquisitions, the results are likely to be even better. See bwlow:   future             very good. See below:     1) 5 new coffee shops n 8 food stalls, acquired in Nov and Dec 2019                                                                                                                                                                                  2) 2 coffee shops, 3 industrial canteens and 1 restaurant,        acquired in June 2020.          3) 2 other acquisitions in the pipeline       4) productivity has gone up as can be seen from the improved     gross margin and net margin. Above for info only. Dyodd.
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commando Master	30-Jun-2020 18:48        commando About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keeps expanding. josephyeo      ( Date: 30-Jun-2020 17:59) Posted: Kimly - Completion of Acquisition.pdf
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josephyeo Elite	30-Jun-2020 18:06        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Kimly limited is one of the few companies which reported improved revenue n profit in its1st half result released on 11 May 2020. Going forward, with its recent acquisitions, the results are likely to be even better. See bwlow:   future             very good. See below:     1) 5 new coffee shops n 8 food stalls, acquired in Nov and Dec 2019                                                                                                                                                                                  2) 2 coffee shops, 3 industrial canteens and 1 restaurant,        acquired in June 2020.          3) 2 other acquisitions in the pipeline       4) productivity has gone up as can be seen from the improved     gross margin and net margin. Above for info only. Dyodd.
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