| Latest Forum Topics / BreadTalk |
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BREADTALK GROUP LIMITED
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guoyanyunyan
Supreme |
27-Mar-2013 09:18
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BreadTalk Group: Have a MINT, Have a BreadTalk Not Rated Primacy Investment, a wholly-owned subsidiary of Minor International (MINT) in Thailand, surfaced as a shareholder in January and purchased an additional 2.58% last week at an average of SGD0.83 a share, reaffirming our suspicions that Minor may just be getting started. With BreadTalk’s premium reputation as a bread operator, and entrenched position in Asia, this could be the prized jewel which Minor has been waiting for. BreadTalk offers MINT an excellent portal to extend its cross-selling channels, as well as an opportunity to strengthen and add prominent brands to its growing overseas portfolio. It is a leading bakery chain, which has restaurants and cafes also figuring in its portfolio. Current valuations of BreadTalk are below peers with a forward consensus P/E of 15.6x against 16.5x. We believe BreadTalk deserves a premium valuation for its multi-country success in growing its bakery chain.   ... Last Done: $0.88 ...  |
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ynnek1267
Master |
11-Mar-2013 22:55
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What go up must come down. Supergroup and breakdown is Lao saiing. Wahahahaga | ||||
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yhtanyhtan
Member |
11-Mar-2013 22:10
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Hey short term traders, dun keep on selling leh.... Break talk got long term hope..... good business.... where everyone selling fast???? | ||||
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Dividend_Warrior
Senior |
10-Mar-2013 22:07
Yells: "I am getting $1100 per month in dividends :)" |
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Yes.    Confidence for the future!!! 
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stockseeker
Member |
10-Mar-2013 09:35
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From BT: Profitable Firms Likely to Benefit More From Wage Credit Scheme.
http://www.businesstimes.com.sg/premium/top-stories/profitable-firms-likely-profit-more-wage-credit-20130309 Look at Super Group. Profitable? Yes. Mega Profits? No. Share Price? Above 3 dollars. Key Takeaway? Investor Confidence. |
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Dividend_Warrior
Senior |
09-Mar-2013 17:50
Yells: "I am getting $1100 per month in dividends :)" |
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Yes. Everyday $ collecting in. Then, use the $ to pay rental to the REITs. So, in the end, REITs huat ah!!!!!!! 
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Dividend_Warrior
Senior |
09-Mar-2013 17:36
Yells: "I am getting $1100 per month in dividends :)" |
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Yes. I love the xiao long baos at Din Tai Fung!!!!! Yummy!!!  
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Dividend_Warrior
Senior |
09-Mar-2013 17:34
Yells: "I am getting $1100 per month in dividends :)" |
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6.9 million population coming. More people eating bread lor...... 
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yhtanyhtan
Member |
09-Mar-2013 16:56
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Hi flying fox, so u are into breadtalk share too.... Two weeks ago.... All Malaysia and Singapore sti drops plus many singapore shares drops but breadtalk remain consistent at 0.77 for five days.... Long term investor must have recognize breadtalk as good long term shares. Breadtalk business is well diversified into other Asian countries too... :) I believe this can be a factor why the share had surge to 0.89 recently...:) | ||||
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akchua
Senior |
09-Mar-2013 09:10
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Bread Talk profit has been hit very hard by government labor policy and high rental. Running such a big organization, their Yr 2012 profit is only 13 million. Most construction company like HockLianSeng, TA corp etc have better profit, better dividend and priced much much cheaper than BT. NTA of BT is only 29.4 cents, we need to be wary recent spike in their trading price, high possibility of placement or right issue. Trade with care people.
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Blanchard
Master |
08-Mar-2013 23:24
Yells: "Winners cry..... Losers smile....." |
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Hope there will not be  any rights issue/shares placement. Not vested. |
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oldflyingfox
Master |
08-Mar-2013 23:14
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Anybody know why this counter has been moving up strongly these few days? |
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sengsk
Elite |
08-Nov-2012 19:03
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Yes, I totally agreed with you. Everyday $ collecting in and its purely cash in . Good earning company...............
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infancybird
Senior |
08-Nov-2012 17:33
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Correction..... Toast Box is selling all milk tea and coffee at SGD 1.00 only. Go check it out. By the way, Toast Box is always crowded, you  may change your mind after all.    Their Din Tai Fung rest is doing extremely well too,  patrons include many Indian, Chinese, Filipino, Caucasian  and other races(non muslim). Long queue  at meal times too. Don`t listen to analyst downgrade or upgrade stories, its a growing company.     
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wangerism
Master |
08-Nov-2012 17:11
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but their overseas operations are buzzing with peeps...  
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krisluke
Supreme |
08-Nov-2012 16:28
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Breadtalk: OCBC downgrade to sell. Note 3Q12 rev growth was stronger than expected but operating expenditure outpaced revenue growth. Cost pressures associated with food and raw materials saw gross margin fall to its lowest point since listing while higher staff and rental expenses depressed operating margins further. With BTG still focused on expanding its regional footprint, we expect margin pressures and low dividend payouts to persist, and revised our FY13 estimates downwards, which lowers house valuation from $0.51 previously to $0.49. Given BTG’s recent 7.1% appreciation since mid-Aug, the counter has emerged as expensive especially in the absence of a compelling near-term catalyst. House urge investors to take the opportunity to lock in profits at current levels, and re-enter when the price moderates lower. |
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Juzztrade
Master |
08-Nov-2012 09:56
Yells: "Techincal and long term investor" |
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It too expensive!  My view only. The pork floss bread is not a healthy choice.
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bishan22
Supreme |
08-Nov-2012 05:55
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i boycott toast box as their miserable small cuppa of tea cost 1.80. Hawker centre cost 0.70. Retirees and students will feel the pinch. 
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Blastoff
Elite |
07-Nov-2012 20:21
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THIRD QUARTER RESULTS FINANCIAL STATEMENT AND RELATED ANNOUNCEMENT http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_A996E04D6F0F0D2448257AAF00286B3E/$file/BreadTalk_3Q12_Results_Announcement.pdf?openelement PRESS RELEASE FOR 3QFY2012FINANCIAL STATEMENT AND RELATED ANNOUNCEMENT http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_061D94B0F3C36A6048257AAF002A20E6/$file/BTG_Press_Release_3Q2012_Results.pdf?openelement   |
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Blastoff
Elite |
02-Oct-2012 16:28
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Now $0.605...
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