Back

Latest Forum Topics / Others

Post Reply

Kimly Limited Post Reply Rate topic
lailai Elite	27-May-2019 08:45        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	When key personnels are under CAD, and MAS probe, and still no news after so many months, hard for genuine investors to be interested, except the punters and the 1-2 bid contra players. Never can tell what can happen later when their findings are released. If the kongsi is not persistent with their buybacks, and div, think price might drop much lower, maybe to 15-20. Its nav is actually quite low, only just 7.4cts. Just sharing opinion, not a call to buy/sell.
Useful To Me  Not Useful To Me
destinykraze Elite	27-May-2019 08:27        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	Should stay clear until CAD investigation is over. No point taking high risk over minor gains. cmengchan      ( Date: 27-May-2019 07:25) Posted: With the  aborted $16m purchase of  Asian Story Corporation (ASC), Kimly is using the funds on share buybacks and dividends.  I think this will temporary prop up the share price.  They should have positive cash flow to fund on-going operations.  But that means no growth or acquisition expected until the CAD investigation is over.
Useful To Me  Not Useful To Me
cmengchan Senior	27-May-2019 07:25        cmengchan About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	With the  aborted $16m purchase of  Asian Story Corporation (ASC), Kimly is using the funds on share buybacks and dividends.  I think this will temporary prop up the share price.  They should have positive cash flow to fund on-going operations.  But that means no growth or acquisition expected until the CAD investigation is over.
Useful To Me  Not Useful To Me
josephyeo Elite	26-May-2019 23:58        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Dividend history: Half year interim March 2017 ---- 0.28 cts Second half final 30 Sept 2017 - 0.68 cts Full year - 0.96 cts Half year interim March 2018 ---- 0.28 cts Second half final 30 Sept 2018 - 0.68 cts Full year - 0.96 cts Half year interim March 2019 ---- 0.56 cts Company has doubled interim dividend from 0.28 to 0.56 cts. Full year dividend is espected to be at least 1.24 cts assuming company pay the same or higher figure as last year 2nd half. Based on last traded price of 24.0 cts, the dividend yield is 5.166% Just sharing ... dyodd josephyeo      ( Date: 25-May-2019 16:18) Posted: Why I am vested in Kimly:   1. high dividend yield   estimates dividend to be 1.24 cts for full year. This give a yield 5.1% for current year.   2. active share buy back  active n consistent share buy back for the past few months   3. low p/e compared with other food related companies Kimly is traded on a p/e of 13.5 X. Most food companies are traded much higher.   4. potential for further growth With the acquisition of Tonkichi and Rive Gauche, expansion of central kitchen, launching own brand of iced offee n iced tea, introduction of technology in the group, central kitchen n other outlets etc etc.   5. trading near historical low.  The historical low is 22.5 cts. Current price 24.0 cts. Whereas it' s main competitor, Koufu, is trading near historical high of around 70.0 cts.   6. actively managed company see point 4   7. no debt   8. high cash horde of S$86.45mil   Pls note:   1. 1st half profit of S$10.0 mil is lower than last year profit of S$11.2 mil &hellip   down 10.7%   2. directors under investigation by CAD. See company' s annoucement on 29 Nov ' 18 and 4 Dec ' 18.   Just sharing &hellip not a buy/sell call. Dyodd.
Useful To Me  Not Useful To Me
josephyeo Elite	26-May-2019 11:00        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Kimly Limited launched it' s IPO on 20 Mar ' 17 at 25.0 cts per share. Since its IPO, the share price reached a high of 56.5 cts. before retreating to a low of 22.5 cts. Currently its traded within 23.5 to 24.5 range. The company has been buying back shares quite consistently in the last 2 months. This is a good sign as it reflects the company' s support for it' s share. Share buy back for the company shld not be a problem as the company has no debt and a huge cash horde of $80 plus millions. Vested. Just sharing. DYODD
Useful To Me  Not Useful To Me
josephyeo Elite	25-May-2019 16:18        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Why I am vested in Kimly:   1. high dividend yield   estimates dividend to be 1.24 cts for full year. This give a yield 5.1% for current year.   2. active share buy back  active n consistent share buy back for the past few months   3. low p/e compared with other food related companies Kimly is traded on a p/e of 13.5 X. Most food companies are traded much higher.   4. potential for further growth With the acquisition of Tonkichi and Rive Gauche, expansion of central kitchen, launching own brand of iced offee n iced tea, introduction of technology in the group, central kitchen n other outlets etc etc.   5. trading near historical low.  The historical low is 22.5 cts. Current price 24.0 cts. Whereas it' s main competitor, Koufu, is trading near historical high of around 70.0 cts.   6. actively managed company see point 4   7. no debt   8. high cash horde of S$86.45mil   Pls note:   1. 1st half profit of S$10.0 mil is lower than last year profit of S$11.2 mil &hellip   down 10.7%   2. directors under investigation by CAD. See company' s annoucement on 29 Nov ' 18 and 4 Dec ' 18.   Just sharing &hellip not a buy/sell call. Dyodd.
Useful To Me  Not Useful To Me

                                                         First   < Newer   381-386 of 386   Last