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$warrior Master	28-Sep-2016 09:00        $warrior About Contact  Quote this Post!
x 0   x 0  Alert Admin	Glad I added on when it reveresed :) n3wbie      ( Date: 27-Sep-2016 22:04) Posted: Maybank just upgraded Jumbo to BUY and increased TP to $0.78 from $0.69. Switch from Sheng Siong (D/G) to Jumbo (U/G) We downgrade Sheng Siong from BUY to HOLD with an unchanged TP of SGD1.13 (6% upside), and upgrade Jumbo from HOLD to BUY with a higher TP of SGD0.78 (32% upside). As we head into the seasonally stronger 4Q, we believe stocks that do better in 4Q such as Jumbo will outperform more defensive stocks such as Sheng Siong, which typically see weaker sales. Valuations also favour Jumbo currently. On top of that, positive catalysts await Jumbo (eg potent earnings lift from franchising) while Sheng Siong could face a slew of neutral to negative developments in its industry, eg China expansion delay, possibility of higher competition, etc. The franchising cards favour Jumbo Jumbo&rsquo s eagerly-awaited franchising strategy could have some results to show by early 2017. In our conservative scenario, just a 3-5% franchise fee alone could add a decent 4-7% to FY18E earnings. However, if management wants the franchise strategy to be moderately impressive, it should target at least five outlets per city. Five outlets per city at 3-5% franchise fee pa could boost FY18E earnings by 10-17%, and at 10 outlets per city, 20-33%. We believe franchisees will be attracted to Jumbo&rsquo s high revenue potential per store of SGD6m and its high ROI of 25-30%.
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n3wbie Elite	27-Sep-2016 22:04        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Maybank just upgraded Jumbo to BUY and increased TP to $0.78 from $0.69. Switch from Sheng Siong (D/G) to Jumbo (U/G) We downgrade Sheng Siong from BUY to HOLD with an unchanged TP of SGD1.13 (6% upside), and upgrade Jumbo from HOLD to BUY with a higher TP of SGD0.78 (32% upside). As we head into the seasonally stronger 4Q, we believe stocks that do better in 4Q such as Jumbo will outperform more defensive stocks such as Sheng Siong, which typically see weaker sales. Valuations also favour Jumbo currently. On top of that, positive catalysts await Jumbo (eg potent earnings lift from franchising) while Sheng Siong could face a slew of neutral to negative developments in its industry, eg China expansion delay, possibility of higher competition, etc. The franchising cards favour Jumbo Jumbo&rsquo s eagerly-awaited franchising strategy could have some results to show by early 2017. In our conservative scenario, just a 3-5% franchise fee alone could add a decent 4-7% to FY18E earnings. However, if management wants the franchise strategy to be moderately impressive, it should target at least five outlets per city. Five outlets per city at 3-5% franchise fee pa could boost FY18E earnings by 10-17%, and at 10 outlets per city, 20-33%. We believe franchisees will be attracted to Jumbo&rsquo s high revenue potential per store of SGD6m and its high ROI of 25-30%.
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jeremylbt Member	27-Sep-2016 21:22        jeremylbt About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reversal in progress. Target $0.645.
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pnuklis Master	23-Sep-2016 10:26        pnuklis About Contact  Quote this Post!
x 0   x 0  Alert Admin	With Zika here no tourists want to come here and hence Jumbo empty. There goes my Pepper crab
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mepkoh Elite	23-Sep-2016 09:36        mepkoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	time for a correctios.. up too much after ipo.. jessliew      ( Date: 23-Sep-2016 09:35) Posted: It seems may keep going downhill... How come???
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jessliew Senior	23-Sep-2016 09:35        jessliew About Contact  Quote this Post!
x 0   x 0  Alert Admin	It seems may keep going downhill... How come???
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DeepBlue Veteran	08-Sep-2016 15:55        DeepBlue About Contact  Quote this Post!
x 0   x 0  Alert Admin	Accumulation in Progress. Yum Yum.
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pnuklis Master	05-Sep-2016 14:42        pnuklis About Contact  Quote this Post!
x 0   x 0  Alert Admin	Zika situation will get it in coming days eventually. But now have fun
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niteowl68 Elite	05-Sep-2016 12:48        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	60c almost cleared.. Chilli crab on the way.. yummy! niteowl68      ( Date: 05-Sep-2016 12:07) Posted: Fears on effects of Zika virus overplayed... now rebound in place..vested now with avg at 57c..   testing 60c resistance today.. huat ahh
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Redstar8730 Master	05-Sep-2016 12:21        Redstar8730 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Target 70ct!!!!!!!!Chili crab, black pepper crab, Teochew steamed crab, XO sauce crab...jin ho Jiak! Yummy yummy.
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niteowl68 Elite	05-Sep-2016 12:07        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	Fears on effects of Zika virus overplayed... now rebound in place..vested now with avg at 57c..   testing 60c resistance today.. huat ahh
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Breeze Member	03-Sep-2016 22:31        Breeze About Contact  Quote this Post!
x 0   x 0  Alert Admin	Over value. Let it slowly correct to find it fair value. 38x pe is simply too much...
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smallcapper999 Senior	03-Sep-2016 15:50        smallcapper999 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	I agree that this firm is still strong fundamentally and it is now on my watchlist. I am trying to guess the rock bottom but see how it goes the next few days. kimchi_korea      ( Date: 03-Sep-2016 13:36) Posted: It's normal for price fluctuation due to fear(Zika) & greed. However, when invest into the company, one must look at the long term prospect. The company has long term plan to improve top line & bottom line by collaborating with partners like Breadtalk in China. Imagine once the master franchise is established, Jumbo restaurant will open in more China cities. There are reasons behind price weakness now. If one do not buy on weakness then when to buy? Big traders are flushing weak holders out of the game now. So, your guess on rock bottom lie on invisible hands. However, if buying on stages and when the tide come again many will chant yummy chilli crabs! investlin78      ( Date: 02-Sep-2016 22:36) Posted: The "Zika virus" effect cannot be ignored, just like previous SARS effect that caused local tourism and F&B businesses down 75%, although Zika is not as lethal as SARS but seriously affects local businesses. It will take awhile before the Zika virus can be eliminated, and that affect emotional fears.
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kimchi_korea Member	03-Sep-2016 13:36        kimchi_korea About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's normal for price fluctuation due to fear(Zika) & greed. However, when invest into the company, one must look at the long term prospect. The company has long term plan to improve top line & bottom line by collaborating with partners like Breadtalk in China. Imagine once the master franchise is established, Jumbo restaurant will open in more China cities. There are reasons behind price weakness now. If one do not buy on weakness then when to buy? Big traders are flushing weak holders out of the game now. So, your guess on rock bottom lie on invisible hands. However, if buying on stages and when the tide come again many will chant yummy chilli crabs! investlin78      ( Date: 02-Sep-2016 22:36) Posted: The "Zika virus" effect cannot be ignored, just like previous SARS effect that caused local tourism and F&B businesses down 75%, although Zika is not as lethal as SARS but seriously affects local businesses. It will take awhile before the Zika virus can be eliminated, and that affect emotional fears.
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bishan22 Supreme	03-Sep-2016 11:57        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sitting on the 3rd support.... break and it will fall further. bishan22      ( Date: 02-Sep-2016 09:55) Posted: Looks very crabby..... bishan22      ( Date: 01-Sep-2016 15:31) Posted: Game over????
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smallcapper999 Senior	02-Sep-2016 23:19        smallcapper999 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	I dont think the Zika virus will affect the local F& B much...it is only very serious if a pregnant woman gets it investlin78      ( Date: 02-Sep-2016 22:36) Posted: The "Zika virus" effect cannot be ignored, just like previous SARS effect that caused local tourism and F&B businesses down 75%, although Zika is not as lethal as SARS but seriously affects local businesses. It will take awhile before the Zika virus can be eliminated, and that affect emotional fears.
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investlin78 Senior	02-Sep-2016 22:36        investlin78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The "Zika virus" effect cannot be ignored, just like previous SARS effect that caused local tourism and F&B businesses down 75%, although Zika is not as lethal as SARS but seriously affects local businesses. It will take awhile before the Zika virus can be eliminated, and that affect emotional fears.
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lifeisgood Supreme	02-Sep-2016 17:54        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	In Singapore, East Coast Parkway Jumbo has mostly OUTDOOR seatings. People still dare to sit outside? Maybe business is badly affected. pnuklis      ( Date: 02-Sep-2016 14:45) Posted: i CANNOT IMAGINE RESTAURANTS BE HIT ALSO
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ihsansan Senior	02-Sep-2016 17:37        ihsansan About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	if 565 break,sure will go down more.lets wait and see.no suitable price to enter
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pnuklis Master	02-Sep-2016 14:45        pnuklis About Contact  Quote this Post!
x 0   x 0  Alert Admin	i CANNOT IMAGINE RESTAURANTS BE HIT ALSO
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