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josephyeo Elite	31-Jan-2020 22:52        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Quotes taken from latest financial report: Kimly  launched its signature Bak Kwa Pau (金 味 碳 烤 肉 干 包 )  on 8 August 2019  and sales of this popular Pau has crossed the  60,000 (in unit sales)  milestone in the month of October.  The Groupis confident that the Bak Kwa Pau will be well-received as the Chinese New Year festive period approaches, due to its close association with the popularity of Bak Kwa during Chinese New Year. &ldquo Holim&rdquo , the Group&rsquo s own brand of Iced Kopi and Teh was  launched in Q4  FY2019 at 6 coffeeshops.   The drinks  have achieved  encouraging  results, with  average daily sales ranging  from 600 to 900 cups each day.  The Group  will progressively  roll  out &ldquo Holim&rdquo   beverages  to other  coffeeshops, with a view to retail &ldquo Holim&rdquo at each of its coffeeshops island-wide. --- end of quote ---
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josephyeo Elite	31-Jan-2020 16:42        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	With the acquisitions, the nta will go up, cash down, business up n profit should be up. Anyway, the company is in a non capital intensive type of business with good cash flow, it is likely that the cash level will grow again after the acquisitions.
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cmengchan Senior	31-Jan-2020 05:48        cmengchan About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Cash hoard should fall after payment for coffeeshop puchase. 23Oct2019 Kimly Limited plans to acquire interests in four leasehold coffee shops in mature HDB estates and three freehold industrial canteens, as well as three short-term coffee shop leases, for an aggregate consideration of $59 million. josephyeo      ( Date: 31-Jan-2020 02:01) Posted: Its time to relook at Kimly Limited. Some reasons why i am vested: 1. high dividend/dividend yield       Dividend of 1.4 cts per share was declared in year 2019,     giving a yirld of 5.833% on current price of 24.0 cts. 2. huge cash horde.     Company has a huge cash horde of $87.5 mil w no debt. 3. low p/e (see quote below)     Company has one of the lowest p/e among the food companies 4. actively managed Company is actively managed with many initiatives implemented such as - centralised kitchen, new acquisitions, cashless system in some outlets, new proprietory products ie iced coffee n tea etc 5. its trading far below it' s 2 and 5 year historical high 1 year high - 25.5 2 year high - 38.0 cts 5 year high - 56.5 cts Just sharing. Dyodd. Quote below is a posting i did on 7 June 2019 josephyeo      ( Date: 07-Jun-2019 17:09) Posted: As seen from below, Kimly is clearly leading in terms of dividend yield, low valuation with p/e of 12.3 and high cash horde. It comes 2nd in term of market capitalisation. The negative sentiments in the stock is probably due to SPF-CAD investigation on 2 of the directors.   Company Dividend yield   Company Trailing p/e Kimly 5.3   Kimly 12.3 Japan Food 4.4   RE& S 15 Soup Rest 3.7   koufu 15.4 koufu 3.2   Jumbo 19.9 Jumbo 3.2   Japan Food 22.4 RE& S 2.2   Soup Rest 24.1                     Company Cash   Company Market Cap Kimly 86487   koufu 377.4 koufu 66557   Kimly 270.0 Jumbo 45986   Jumbo 240.4 Japan Food 19511   Japan Food 74.6 RE& S 15971   RE& S 65.5 Soup Rest 9984   Soup Rest 48.8 Just for info. Pls note the risk involved. On my side I am quite heavily vested.
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josephyeo Elite	31-Jan-2020 02:01        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Its time to relook at Kimly Limited. Some reasons why i am vested: 1. high dividend/dividend yield       Dividend of 1.4 cts per share was declared in year 2019,     giving a yirld of 5.833% on current price of 24.0 cts. 2. huge cash horde.     Company has a huge cash horde of $87.5 mil w no debt. 3. low p/e (see quote below)     Company has one of the lowest p/e among the food companies 4. actively managed Company is actively managed with many initiatives implemented such as - centralised kitchen, new acquisitions, cashless system in some outlets, new proprietory products ie iced coffee n tea etc 5. its trading far below it' s 2 and 5 year historical high 1 year high - 25.5 2 year high - 38.0 cts 5 year high - 56.5 cts Just sharing. Dyodd. Quote below is a posting i did on 7 June 2019 josephyeo      ( Date: 07-Jun-2019 17:09) Posted: As seen from below, Kimly is clearly leading in terms of dividend yield, low valuation with p/e of 12.3 and high cash horde. It comes 2nd in term of market capitalisation. The negative sentiments in the stock is probably due to SPF-CAD investigation on 2 of the directors.   Company Dividend yield   Company Trailing p/e Kimly 5.3   Kimly 12.3 Japan Food 4.4   RE& S 15 Soup Rest 3.7   koufu 15.4 koufu 3.2   Jumbo 19.9 Jumbo 3.2   Japan Food 22.4 RE& S 2.2   Soup Rest 24.1                     Company Cash   Company Market Cap Kimly 86487   koufu 377.4 koufu 66557   Kimly 270.0 Jumbo 45986   Jumbo 240.4 Japan Food 19511   Japan Food 74.6 RE& S 15971   RE& S 65.5 Soup Rest 9984   Soup Rest 48.8 Just for info. Pls note the risk involved. On my side I am quite heavily vested.
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lailai Elite	06-Jan-2020 08:17        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ext: ' Rewarding Shareholders In appreciation of the unwavering support from our shareholders, the Board is recommending a final one-tier taxexempt cash dividend of 0.84 Singapore cent per share. Taking into account the interim dividend of 0.56 Singapore cent per share paid in July 2019, the proposed total dividend for FY2019 is 1.40 Singapore cents per share, representing a payout of 80.2% of the Group&rsquo s net attributable profit for FY2019, as compared to a payout ratio of 50.7% in FY2018. The final dividend is subject to shareholders&rsquo approval at the forthcoming annual general meeting on 21 January 2020. ' At current 24.5c, yld is 5.7%. Where can get so good interest rate. Good for long term investment. Also good for short term, cos 0.84c likely to be paid in Feb.                Not forgetting the potential for price to rise, if kopi kongsi continues to reward shdrs with 80% payout of profit, 30% higher than previous yr. josephyeo      ( Date: 05-Jan-2020 14:54) Posted: Price history:         5 year high - 56.5 cts   2 year high - 38.5 cts   1 year high - 25.5 cts   historical low - 21.5 cts price at date of post - 24.5 cts       for info only ... dyodd
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josephyeo Elite	05-Jan-2020 14:54        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Price history:         5 year high - 56.5 cts   2 year high - 38.5 cts   1 year high - 25.5 cts   historical low - 21.5 cts price at date of post - 24.5 cts       for info only ... dyodd
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josephyeo Elite	27-Dec-2019 15:00        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Kimly 1Q results likely to be out around 12 Feb ' 20.
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josephyeo Elite	02-Dec-2019 18:02        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Company had just done a share buy back ... 80 lots at 24 cts
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josephyeo Elite	30-Nov-2019 16:50        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	2 quotes taken from Kimly press release on 26 Nov 2019. 1st quote: Kimly launched its signature Bak Kwa Pau (金 味 碳 烤 肉 干 包 ) on 8 August 2019 and sales of this popular Pau has crossed the 60,000 (in unit sales) milestone in the month of October.  The Group is confident that the Bak Kwa Pau will be well-received as the Chinese New Year festive period approaches, due to its close association with the popularity of Bak Kwa during Chinese New Year. 2nd quote &ldquo Holim&rdquo , the Group&rsquo s own brand of Iced Kopi and Teh was launched in Q4 FY2019 at 6 coffeeshops.   The drinks have achieved encouraging results, with average daily sales ranging from 600 to 900 cups each day.  The Group will progressively roll out &ldquo Holim&rdquo beverages to other coffeeshops, with a view to retail &ldquo Holim&rdquo at each of its coffeeshops island-wide. For info only. Dyodd
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lailai Elite	10-Oct-2019 16:36        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seem quite well supported at 22.5 for many weeks. Think when approaching 4Q result, should move upwards, cos attractive div can be expected. Previous two years, kongsi gave 0.68ct for 4Q. This year could be more as for 2Q this yr, kongsi already double to 0.56c compared to previous of 0.28c. Just opinion lah.
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FrancisLim Elite	09-Oct-2019 22:22        FrancisLim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for alerting.  Such transactions are diluting the minority shareholders' interests.  JoleenChan      ( Date: 09-Oct-2019 15:24) Posted: --- Post Removed by User ---
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josephyeo Elite	09-Oct-2019 14:53        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Heliconia' s assets under management tops S$1b, and it' s still on the prowl 09 Oct 2019 09:00 By Jamie Lee TEMASEK unit Heliconia Capital has amassed more than S$1 billion worth of assets under management, and has " significant" dry powder to deploy to growth companies that can take Singapore to the global stage, its top executive told The Business Times. This comes as the investment firm - set up in 2010 - sees opportunity to build at least two new business clusters within a decade out of Singapore' s emerging companies: esports, and entertainment, said Heliconia' s CEO Derek Lau. It will also continue to invest in technology such as fintech and artificial intelligence. " Singapore has gone past that generation of creating ' sub-contractors' . Today, it' s about creating intellectual property," Mr Lau told BT in an interview, adding that the rise of technology - including the use of social media - would speed up the ability of growth companies to reach for global status. Take Heliconia' s bet in martial-arts media company One Championship. To Mr Lau, the investment would allow the sport of martial arts to be popularised around the world, amplified by social media. This does, however, require more patient capital, if the intent is to showcase the brand via a well-oiled production, he acknowledged. " You go big, or you go home. The production quality has to be world-class." Heliconia' s other bet here lies in investing in two companies linked to e-sports: gaming accessories firm Razer, and more recently, gaming chair maker Secretlab. Having both companies in the bag now - with the founders of Secretlab coincidentally former interns at Razer, said Mr Lau - Heliconia thinks it can create an " ecosystem" to match up these two companies to sniff out more market share in this space. " We' d like to encourage companies to hunt and eat as a pack." To be sure, this approach doesn' t work across all of Heliconia' s portfolio companies, Mr Lau conceded, with the firm having invested in 30 companies so far, straddling a whole gamut of businesses ranging from a lasik operations clinic, Eagle Eye Centre, to a wastewater treatment company, Sanli Environmental. These companies are also at different stages of growth, with the portfolio including Singapore F& B listings such as seafood restaurant Jumbo Group and coffeeshop operator Kimly Ltd. Heliconia is " less clinical" about whether these companies should be listed - or when they should go public - with Mr Lau saying Heliconia would hold its stake " long enough" for the companies to hit their " inflexion point" , especially if they are expected to be global names. Above is an extract from Business Time ... see Business Times for full article For info only.
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destinykraze Elite	11-Jun-2019 21:02        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	No doubt that kimly is worth buying, IF CAD has cleared kimly of any wrongdoings. I understand you are vested, so why worry? If the cad clears kimly of any wrongdoings, the stock would trend up naturally. With or without your post. It does not make sense for everyone to think a mere few percent gain in short term can be compared to a massive plunge(if CAD found something unfavorable). In short, it is still better to wait until CAD clears up the fog.   josephyeo      ( Date: 07-Jun-2019 19:51) Posted: Just to share. Normally my sharing is fact based. I do not just pick from the air n shout. Safety is always a big concern to me n most of the counters i shared are often trading near historical low, has low valuation n good dividend n i feel comfortable enough. I do not ' hai lang' as someone implied i did. My personal take is --- never invest in anything which one is uncomfortable with. So, if not comfortable ... then don' t invest. One reason for my posting is that i have quite a number of requests asking me to share. Previous postings had been profitible with some multi baggers. Those who follow could have benefitted. Of course in investing in the share market, its impossible to be right all the time. There will be some right n some wrong but on the whole it should be more rights than wrongs. Its also good for other forummers to point out certain potential risks. It will help them to make a more balance judgement. At least they know what they are in for. I am a long term investor. I look forward to what Kimly is like 2 to 3 years down the road. In the meantime will enjoy the around 5% dividend yield.
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josephyeo Elite	07-Jun-2019 19:51        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Just to share. Normally my sharing is fact based. I do not just pick from the air n shout. Safety is always a big concern to me n most of the counters i shared are often trading near historical low, has low valuation n good dividend n i feel comfortable enough. I do not ' hai lang' as someone implied i did. My personal take is --- never invest in anything which one is uncomfortable with. So, if not comfortable ... then don' t invest. One reason for my posting is that i have quite a number of requests asking me to share. Previous postings had been profitible with some multi baggers. Those who follow could have benefitted. Of course in investing in the share market, its impossible to be right all the time. There will be some right n some wrong but on the whole it should be more rights than wrongs. Its also good for other forummers to point out certain potential risks. It will help them to make a more balance judgement. At least they know what they are in for. I am a long term investor. I look forward to what Kimly is like 2 to 3 years down the road. In the meantime will enjoy the around 5% dividend yield.
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josephyeo Elite	07-Jun-2019 19:29        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 2  Alert Admin	Below is  list of the major shareholders. It shows the number of shares n it' s %. Vanda 1 Investment is a subsidiary of Heliconia which is a subsidiary of Temasek Holding 1 LIM HEE LIAT 449,915,165 - 38.95 % 2 PEH OON KEE 99,309,105 -  8.60 % 3 NG LAY BENG 66,872,966 - 5.79 % 4 DBS NOMINEES (PRIVATE) LIMITED 64,865,878 - 5.62 % 5 RAFFLES NOMINEES (PTE) LIMITED 54,476,900 - 4.72 % 6 NG THIAN HOO 48,062,724 - 4.16 % 7 NG HAN KEOW 47,406,862 - 4.10 % 8 VANDA 1 INVESTMENTS PTE LTD 41,961,600 - 3.63 % 9 ANG TIAN CHUA 41,768,618 - 3.62 % 10 CHIA CHER KHIANG (XIE SHUQIANG) 14,513,391 - 1.26 % 11 ANG KOK HUI 12,144,724 1.05 12 PEH KIM LEONG SUNNY (BAI JINLONG) 10,905,948 - 0.94% 13 WONG HONG KOON 8,121,960 - 0.70 % 14 ANG LAY HIONG (HONG LIXIANG) 7,266,191 - 0.63 % 15 OW SOON POOH 6,845,850 - 0.59 % 16 HONG LEONG FINANCE NOMINEES PTE LTD 5,900,000 - 0.51 % 17 CITIBANK NOMINEES SINGAPORE PTE LTD 5,178,200 - 0.45 % 18 ONG ENG SING (WANG YONGSHENG) 5,140,000 - 0.44 % 19 DBS VICKERS SECURITIES (SINGAPORE) PTE LTD 4,824,600 - 0.42 % 20 REEVES TNG HUNG KWEE (REEVES TANG HANGUI) 4,744,011 - 0.41 % TOTAL 1,000,224,693 - 86.59 %
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destinykraze Elite	07-Jun-2019 18:52        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	They are no longer vested in it. And Low P/E doesn' t mean a thing, as it could imply low growth potential and not worth investing on it. You should cover all factors and be objective before you invest on something. Especially penny stocks. josephyeo      ( Date: 07-Jun-2019 14:48) Posted: Coffee-shop operator Kimly counts Heliconia Capital as a pre-IPO ... Heliconia Capital is a wholly owned of Temasek Holding. Just for info.
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Berani Elite	07-Jun-2019 17:55        Berani About Contact  Quote this Post!
x 0   x 2  Alert Admin	dun hai lang la.... those under CAD investigation anytime will suspend. josephyeo      ( Date: 07-Jun-2019 17:09) Posted: As seen from below, Kimly is clearly leading in terms of dividend yield, low valuation with p/e of 12.3 and high cash horde. It comes 2nd in term of market capitalisation. The negative sentiments in the stock is probably due to SPF-CAD investigation on 2 of the directors.   Company Dividend yield   Company Trailing p/e Kimly 5.3   Kimly 12.3 Japan Food 4.4   RE& S 15 Soup Rest 3.7   koufu 15.4 koufu 3.2   Jumbo 19.9 Jumbo 3.2   Japan Food 22.4 RE& S 2.2   Soup Rest 24.1                     Company Cash   Company Market Cap Kimly 86487   koufu 377.4 koufu 66557   Kimly 270.0 Jumbo 45986   Jumbo 240.4 Japan Food 19511   Japan Food 74.6 RE& S 15971   RE& S 65.5 Soup Rest 9984   Soup Rest 48.8 Just for info. Pls note the risk involved. On my side I am quite heavily vested.
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josephyeo Elite	07-Jun-2019 17:09        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 2  Alert Admin	As seen from below, Kimly is clearly leading in terms of dividend yield, low valuation with p/e of 12.3 and high cash horde. It comes 2nd in term of market capitalisation. The negative sentiments in the stock is probably due to SPF-CAD investigation on 2 of the directors.   Company Dividend yield   Company Trailing p/e Kimly 5.3   Kimly 12.3 Japan Food 4.4   RE& S 15 Soup Rest 3.7   koufu 15.4 koufu 3.2   Jumbo 19.9 Jumbo 3.2   Japan Food 22.4 RE& S 2.2   Soup Rest 24.1                     Company Cash   Company Market Cap Kimly 86487   koufu 377.4 koufu 66557   Kimly 270.0 Jumbo 45986   Jumbo 240.4 Japan Food 19511   Japan Food 74.6 RE& S 15971   RE& S 65.5 Soup Rest 9984   Soup Rest 48.8 Just for info. Pls note the risk involved. On my side I am quite heavily vested.
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josephyeo Elite	07-Jun-2019 14:48        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Coffee-shop operator Kimly counts Heliconia Capital as a pre-IPO ... Heliconia Capital is a wholly owned of Temasek Holding. Just for info.
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lailai Elite	07-Jun-2019 14:02        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	From bad to worse. Now 22.5/23.0. Looks like kongsi gives up buy back.
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