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BREADTALK GROUP LIMITED
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ificantrade
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21-Apr-2014 17:46
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Thanks for the input everyone... this will encourage me to be more involved in this forum! |
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wanglausern
Senior |
17-Apr-2014 23:33
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Don' t ever kena stuck with this one. I had to wait two years to finally clear my 200 lots.
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RosyAiry
Master |
17-Apr-2014 21:43
Yells: "banned!" |
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NO! No more rally insight Most long term investors already cashed out. Not vested. DYODD
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ificantrade
Member |
17-Apr-2014 17:22
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Anyone still trading this counter in anticipation of breaking all time high again? |
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chinastar
Veteran |
15-Apr-2014 11:11
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keep the dollar and enjoy the kopi break:)
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guoyanyunyan
Supreme |
15-Apr-2014 09:40
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BreadTalk: Valuable But Expensive At Current Price ...BreadTalk is more than just its bakery products, as it also owns Food Courts (eg Food Republic) and restaurants (eg Din Tai Fung, Ramen Play). Investment Merits
Investment Risks
...last:$1.23... more |
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WanSiTong
Supreme |
25-Mar-2014 09:04
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TRADE WITH CAUTION Singapore Exchange Securities Trading Limited (?SGX-ST?) wishes to draw the markets attention to the recent query SGX-ST issued to Breadtalk Group Limited (the ?Issuer?) on 24 March 2014 regarding the substantial increase in its share price by 13.2% on 24 March 2014. The Issuer has responded on 24 March 2014 that it was not aware of any reasons that could possibly explain the trading in its securities. In view of the trading activities observed and the Issuer?s response, shareholders and potential investors should exercise caution when dealing in the securities. The Exchange will investigate all possible transgressions and will work with the relevant regulatory agencies to pursue actions to maintain a fair, orderly and transparent market. |
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guoyanyunyan
Supreme |
24-Mar-2014 14:21
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...going to challenge high $1.200..last:$1.175...
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guoyanyunyan
Supreme |
18-Mar-2014 10:07
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...last:$1.015... [Trading Central] Breadtalk Group: the upside prevails as long as 0.97 is support18 Mar 2014 08:29 Alternative scenario: the downside breakout of 0.97 would call for 0.92 and 0.9.
Our pivot point stands at 0.97. |
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guoyanyunyan
Supreme |
13-Mar-2014 11:54
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Eye on China■ BreadTalk to focus on China as it continues on its strong growth trajectory after ending FY13 with revenue/net profit (+20%/+13% YoY) at record highs. Reiterate BUY. ■ Management targets to double revenue to SGD1b by FY16E (+23.1% CAGR). Increasing the margins is the priority. ■ The stock remains undervalued. Our SOTP approach to cross-check the replacement value of the firm yields a conservative figure of SGD1.50 per share. Read more » ...last:$1.045... |
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guoyanyunyan
Supreme |
26-Feb-2014 14:09
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BreadTalk Q4 net profit up 33% ....BreadTalk Group reported a net profit of S$5.6 million for its fourth quarter ended Dec 31, 2013, almost a third higher than a year ago. Revenue was up 23% to S$147 million. A final dividend of 1.3 Singapore cents per share was declared, compared to 1 cent a year ago. Together with the 0.5-cent interim dividend paid out previously, BreadTalk's total dividend payout for 2013 was 1.8 cents. This works out to a dividend yield of 1.9% on its closing price of 95.5 cents yesterday. For the full year, revenue was up 20% to S$536.5 million, while net profit was up 13% to S$13.6 million. BreadTalk saw growth across its bakery, food atrium and restaurant divisions. It said it will continue its expansion plans in China, reinforce its position in Singapore and strengthen its operations in Thailand. |
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guoyanyunyan
Supreme |
26-Feb-2014 12:11
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Aggressive expansion boosts FY13 results ....BreadTalk?s FY13 revenue met our expectations as it increased 19.9% to S$536.5m, forming 99.6% of our forecast. PATMI came in slightly below our expectations, up 13.3% at S$13.6m, making up 96.3% of our forecast. Segmental sales growth is led by Food Atrium at 29.2%, followed by Restaurants at 19.1% and finally Bakery at 16.4%. In line with its aggressive expansion plans, total outlets increased by 21.9% to 836 from 686. We note that these come with increased leverage as BreadTalk?s debt also increased by 74.8% to S$168.5m from S$50.6m as a result. A final cash dividend of 1.3 S-cents is proposed, bringing the full year dividend to 1.8 S-cents, or 1.9% yield based on yesterday?s closing price. We will speak more with management later. For now, we maintain our SELL and our fair value estimate of S$0.77 is under review. ...last:$0.970... |
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guoyanyunyan
Supreme |
24-Jan-2014 07:13
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chinastar
Veteran |
15-Jan-2014 06:45
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making $$$$ in China:)
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guoyanyunyan
Supreme |
13-Dec-2013 15:54
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Jumbo Group goes to Shanghai in tie-up with BreadTalk...last: $0.880...6-mth low: $0.835...for 3 mths no one talk about bread :-( Singapore's homegrown seafood restaurant chain Jumbo Group, known for its famed chilli crab and pepper crab dishes, has opened its first overseas Jumbo Seafood outlet in Shanghai. And in what may well be its recipe of success, its first overseas debut is a joint venture with BreadTalk Group, another well-known Singapore name in the food-and-beverage industry. Jumbo Group CEO Ang Kiam Meng said the Jumbo brand and its dishes are already well-known among the Chinese. " Shanghai, a cosmopolitan, vibrant city, is an ideal place for our beachhead into China. With its melting pot of residents hailing from all over China and the world, it will be a good test bed for the general receptiveness to our restaurant concept and our dishes." In Singapore, the Jumbo Group has 14 restaurants under various brands that include Jumbo Seafood. |
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chinton86
Master |
19-Sep-2013 13:22
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Not vested....But why OCBC wanna make this kind of remarks? Get paid and too free? |
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Octavia
Supreme |
19-Sep-2013 09:38
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OCBC maintains Sell with $0.77 TP. Note that while share price seemingly poised to cross the S$1 barrier again, remain steadfast in analysis and assertion that valuations are stretched at current levels. While the group?s growth proposition appears attractive, realizing future potential takes time, and more importantly, carries significant operating and execution risks. Its operating margins have also remained in the low single-digit region. Furthermore, the group?s valuation is expensive when compared to more established regional peers that compete in the same markets. House maintain SELL rating and will look to re-rate the stock only when its margins arrest their decline and operations approach a steady-state. A takeover angle at this juncture is also unlikely as house do not envision MINT launching a takeover bid anytime soon in the coming quarters at current price levels. | ||||||||
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Octavia
Supreme |
13-Aug-2013 09:54
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BreadTalk 2Q13 results came in below expectations despite revenue increasing 20.7% YoY to $126.5m. Higher operating expenses (+19.5% YoY to S$66.1m) ? related in part to an ongoing restructuring exercise for its restaurant segment ? caused operating profit to fall 15.1% YoY to $3.8m and operating profit margin to slide 1.2ppt to 3.0%. Net profit came in almost flat (+0.7% YoY) at $3.0m, missing estimates by about 10%, for a net margin of only 2.4% versus 2.9% a year ago. In light of its 1H13 performance, mgt declared an interim dividend of 0.5 cts, unchg yoy. Similar to the previous qtr, BreadTalk?s bakery and food court operations continue to show improvements across the various geographical locations. The main concern remains with the restaurant division, which saw sustained pressures related to the nonperforming Ramen Play restaurants and Carl?s Jr outlets in China, as repositioning efforts over the past two years have failed to improve the appeal of both restaurants. OCBC notes margin improvement for 2H13 is unlikely given the ongoing store expansion (60 stores added in 1H13). In addition, investors will have to contend with higher interest expenses related to the financing of its new HQ, and the possibility of additional restructuring expenses for its two nonperforming restaurant brands. The house reduces 2H13 earnings forecasts slightly and maintains SELL with TP $0.77. | ||||||||
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chinastar
Veteran |
04-Jul-2013 13:13
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enjoy eating tim sum at terminal 21:)
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Octavia
Supreme |
02-Jul-2013 21:44
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No Co. specific news today to explain its rise in share price, although do note that volume is pretty light with just 196k shares traded. Latest news on grp was its qtrly results where 1Q13 earnings grew 15% y/y to $1.6m, alongside a 13% growth in revenues to $120.3m, driven by a broad-based growth across all business segments. Pretax margins improved to 2.8% from 2.4% in 1Q12 despite inflationary cost pressure on food, labour and rentals. The group remains focused on tweaking its labour needs following tighter foreign labour restrictions in Singapore and rising rental and food costs, and looks to sustain profitability through cost rationalisation and productivity enhancement. Note that the grp is a persistent speculation of it being a takeover target after Thailand’s Minor International, raised its stake to 10% in early Apr. |
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