| Latest Forum Topics / Kimly Last:0.41 -- |
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How much TP?
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SmallSmall
Supreme |
28-Nov-2019 11:02
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$0.245 cleared... last call for cheap kopi
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lailai
Elite |
28-Nov-2019 07:21
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Think BBs are buzy collecting at 24c, by putting a heavy lid at 24.5. Payment of final div, as of last yr was on 20 Feb, that is < 3 months. Assuming if one gets an interest payment of 0.84c in 3 months, then extrapolating to 12 months, a yr' s interest would be 3.36c. At 24c price, the equiv interest rate would then be 14%. WOW!!! No wonder there was such heavy accumulation ytd. Think when BBs collect enough of 24c, they will lift the lid higher bit by bit, say to 24.5, 25.0, .... even to 35.  
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lailai
Elite |
27-Nov-2019 09:40
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It' s a Cash Santa, in time for year end Christmas. It' s cash/cash equiv has grown to $87.2mil. So can cont to give better div every half yearly lah.
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SmallSmall
Supreme |
27-Nov-2019 09:17
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Chiong ah Kopi!
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SmallSmall
Supreme |
27-Nov-2019 09:11
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Div $0.84 cents. Hopefully they have learned their lessons and do things in proper manner as it is a cash cow. |
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josephyeo
Elite |
27-Nov-2019 09:01
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Share some datas: 1. market capitalisation - $270 mil 2. fullyear earnings (2019) - $20 mil 3. price earning ratio -13.5 times 4. full year dividend 1.4 cts 5. dividend yield - 6.0% 6. company has no debt 7. company has a huge cash horde of $87.2 mil The p/e of 13.5 X makes it one of the lowest within the food sector. The dividend yield of 6.0% makes it one of the highest in the food sector. Just sharing - dyodd |
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lailai
Elite |
27-Nov-2019 07:24
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Rising div yld for more kopi, bread, kaya, butter, not forgetting 2 half boiled eggs: FY17: 2.9%, FY18: 4.1%, And this yr FY19: 6.0%. Ext for those interested: " Kimly&rsquo s FY2019 Revenue Rises to S$208.3 Million Proposes FY2019 Final Dividend of 0.84 Cents On Top of Interim Dividend of 0.56 Cents, Highest since IPO &bull Total FY2019 dividend of 1.40 Singapore cents represents a payout ratio of 80.2% for FY2019, up from 50.7% for FY2018 &bull The increased dividend payout represents a dividend yield of 6.0% &bull The Group has embarked on strategic shift towards direct asset ownership of food outlets " Even if mkt value of Kimly rises to 35c, the div yld will be 4%, maybe double of the highest interest rate any bank can give lah. Kongsi very generous with payout ratio.
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SmallSmall
Supreme |
19-Nov-2019 16:52
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Kopi moving nicely with bread....haha
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SmallSmall
Supreme |
19-Nov-2019 15:20
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Running with the Breadtalk? Bombed out after the last fiasco. Financially, it is profitable. | ||||
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lailai
Elite |
25-Sep-2019 15:55
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Kimly is quite generous with their earnings. In fact among the few food biz, Kimly, No Sign, Koufu, and even Jumbo, it is Kimly that gives the highest div, but sadly it is also Kimly that kena the cad, mas probes. In the last 12 months, Kimly' s 2 HY div' s add to a 5.6% div yld. If their probing issue can be favourably resolved, likely share value will rise, not forgetting the price closed at 49c, a week after debut. It only tumbled below ipo price of 25 after the probe started in nov last year. Just opinion, while watching the rain clears the haze.
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lailai
Elite |
25-Sep-2019 14:06
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Wonder if CAD, MAS did any investigation regarding their latest acq Teck Whye 143. So far no further news, whether the boss was cleared from any infringement under SFA. But price kept suffering, drop and drop, now just 22c, Looks like investors got to pay for the long period of investigation since last nov. Took so long, still no updates, except recent query by sgx. What a joke, instead of sgx releasing updates, it asks for updates from the kongsi which was being investigated.  Think, regulator got to wake up lah.
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Stocky901
Supreme |
09-Sep-2019 16:37
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Can share? Why 15 cents?
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analysistar
Senior |
09-Sep-2019 12:28
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tp 0.15. gone case. involved in many scandals | ||||
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lailai
Elite |
06-Sep-2019 09:25
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What u said is of course very true. Comfort, cleanliness yes, but price is quite subjective lah. Those things I like in the food court, usually cost much more lah. My observation in many coffee shops with long q at mee pok, roti prata, nasik lemak, tay copee roti buak kaya guyu, chap chye png, etc, etc, seems to say that Kimly has still great potential, if a third party non related specialist runs the kongsi without the probing here n there, think strong possibility for it to rerun its glorious days of 50+ cents. With good div half yearly, and sure good profit wan, how not to attract more div playes like tom dick and harry to buy up the price. The image of the key holders is very important, and when it' s bad, investors will still shun from the counter, even tho it has good profits, and good div. Mi tink Kimly is a good example, so key holders got to pass the key lah, otherwise share holders will cont to suffer, just op.
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destinykraze
Elite |
06-Sep-2019 08:34
Yells: "Reality is only a matter of perception" |
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Kimly rents their coffee shop and they are paying a lot. They have to compete with other competitors too. These days, food in foodcourt are cheaper and nicer than those sold at coffee shops.
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lailai
Elite |
04-Sep-2019 16:40
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Think, those key personnel under probe should step out of running the kongsi, until their name clear lah. So Kimly can have more breathing space for its price to rise, cos coffee shops sure make good money wan lah. One cup of cofee/tea cost about 10-20cts to drink at home, but the tiam charges $1+. The funny thing is got long q of people buying. Even a cup of tap water cost almost nothing at home is being charged 30-50c, yet got people ask for it. Thanks for your attachment, hard to understand just by reading, maybe can ask our well known film maker J Neo to make into a movie, and who knows may become box office.
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destinykraze
Elite |
04-Sep-2019 16:19
Yells: "Reality is only a matter of perception" |
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Initially ASC, the company that kimly wanted to buy for $16m. Only started with 1 employee. If you asked anyone, they would probably tell you its fishy as hell. " By entering into a manufacturing agreement with Asian Story, which only had one employee at that time, Pokka accused Ong of damaging the company&rsquo s interests. Thereafter, Ong was accused of &ldquo strongly promoting&rdquo Asian Story&rsquo s beverages with the intention of raising the firm&rsquo s value, so as to pave the way for Kimly&rsquo s acquisition. He allegedly boosted the sales of Asian Story products by giving away free Pokka beverages, as well as incentivising Pokka workers to sell more Asian Story products. He had also allegedly kept these activities a secret from Pokka, and had not disclosed his relationship with Kimly, as well as the personal gains he had obtained from Kimly." |
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destinykraze
Elite |
04-Sep-2019 16:14
Yells: "Reality is only a matter of perception" |
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Obviously, the CAD smelled it probably without public members reporting them. You scratch my back I scratch yours?
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destinykraze
Elite |
04-Sep-2019 16:06
Yells: "Reality is only a matter of perception" |
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Those who brought before cad investigation are crying now. Singapore not so easily to get away scot-free anymore. Should be breaking down soon. https://www.theedgesingapore.com/issues/management-corporate-governance/kimly-drawn-scandal-involving-former-pokka-ceo-alain-ong SINGAPORE (Aug 29): Less than a year after executive chairman Lim Hee Liat and executive director Chia Cher Khiang were hauled up to assist in investigations by the authorities, coffeeshop operator Kimly is back in the spotlight for the wrong reasons. Kimly&rsquo s former director, Alain Ong Eng Sing, is facing a lawsuit by Japanese-owned beverage giant Pokka for conspiring with others to divert business to another beverage company, Asian Story Corporation (ASC). |
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lailai
Elite |
03-Sep-2019 10:58
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Looks like price heavily sunk by the cad investigation. Kongis just responds from the heavily loaded 16 questions query by sgx this morn. Think the key personnel under probe should step aside, so as not to weigh heavily on the market value lah. Employ some unrelated third party specialists to run, to attract long term investors. After all, where got good profitable coffee shops run with their value drop and drop wan. Unheard of lah, only in Kimly, imo. Otherwise where can they get the cash to give such attractive div.
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