Back

Latest Forum Topics / Yoma Strategic    Last:0.081    -0.001

Post Reply

YOMA Post Reply Rate topic
Atom99 Master	13-Oct-2014 07:31        Atom99 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Once you hv eliminated the impossible,whatever remains TRUTH"
x 0   x 0  Alert Admin	Yum! Brands & Yoma Strategic to Bring First KFC to Myanmar. Singapore, 13 October 2014 ? Yum! Brands, Inc. (NYSE: YUM), together with Yoma Strategic Holdings Ltd. (?Yoma Strategic?) today announced its intentions to bring the first KFC restaurant to Myanmar in 2015 with Yoma Strategic as its franchise partner. KFC is one of the world's largest restaurant chains, with $23 billion in global sales and more than 18,000 restaurants in 118 countries worldwide. KFC is among the first handful of quick service restaurants that have plans to enter the Myanmar market. ?The announcement of the first KFC coming to Myanmar reflects our ongoing strategy of global expansion in emerging markets,? said Micky Pant, CEO, KFC. ?We?re excited to work with such a well-respected franchisee to bring the great taste of KFC to Myanmar, an important emerging Asian economy with a population of 50 million people.? ?Chicken is a staple protein in Myanmar and our people recognise the KFC brand and Colonel Sanders? secret Original Recipe of 11 herbs and spices. KFC is a strong global brand that is now in nearly every corner of the world and we are proud to be KFC?s franchise partner to help fulfill its growth ambitions in Myanmar. Bringing KFC to Myanmar is an important step to achieving Yoma Strategic?s goal in being a key player in the country?s food and beverage sector,? said Mr. Serge Pun, Executive Chairman of Yoma Strategic. Myanmar is one of the potentially sizable consumer markets to emerge among developing economies. With 50 million people and a growing middle class with disposable income, the country offers significant consumer opportunity for Yoma Strategic to grow KFC over the long term. ?Myanmar offers significant macro potential for an international quick service franchise with a growing consumer class that is forecast to grow from 2.5 million today to 19 million in 2030,potentially tripling consumer spending by more than threefold1. In a regional context, Myanmar should experience a strong growth trajectory,? said Mr. Pun. ?The consumer and retail sector is key to Yoma Strategic?s strategy to capture the rapid increase in discretionary consumer spending in the country and KFC is the cornerstone of our business platform in this space.? - End - About Yum! Brands, Inc. (www.yum.com) Yum! Brands, Inc., based in Louisville, Kentucky, has over 40,000 restaurants in more than 125 countries and territories. Yum! is ranked #216 on the Fortune 500 List with revenues of over $13 billion and in 2014 was named among the top 100 Corporate Citizens by Corporate Responsibility Magazine. The Company's restaurant brands - KFC, Pizza Hut and Taco Bell - are the global leaders of the chicken, pizza and Mexican-style food categories. Outside the United States, the Yum! Brands system opened over five new restaurants per day, making it a leader in international retail development. About Yoma Strategic Holdings Ltd. (www.yomastrategic.com) Listed on the Main Board of the Singapore Securities Exchange Trading Limited (SGX-ST), Yoma Strategic Holdings Ltd. is a leading business corporation with real estate, agriculture, automotive and luxury tourism businesses in Myanmar. Together with its partner, the SPA Group, the Group is taking a conglomerate approach to build a diversified portfolio of businesses in Myanmar. Yoma Strategic made its first foray into Myanmar's fast-moving consumer goods sector when it acquired a stake in Asia Beverages Co., Ltd. In 2013, Yoma Strategic also opened the first international department store, Parkson in Myanmar at FMI Center.
Useful To Me  Not Useful To Me
Atom99 Master	25-Sep-2014 19:52        Atom99 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Once you hv eliminated the impossible,whatever remains TRUTH"
x 0   x 0  Alert Admin	Landmark development investment by IFC pending signing.Access the link below: http://ifcext.ifc.org/IFCExt/spiwebsite1.nsf/0/8F7ED88229F7764185257C93007204E7 https://ifcndd.ifc.org/ifcext/spiwebsite1.nsf/DocsByUNIDForPrint/8F7ED88229F7764185257C93007204E7?opendocument
Useful To Me  Not Useful To Me
andysim83 Elite	25-Sep-2014 16:30        andysim83 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Why Yoma dropped so much today?
Useful To Me  Not Useful To Me
shuncheng Senior	25-Sep-2014 15:04        shuncheng About Contact  Quote this Post!
x 0   x 0  Alert Admin	what is the good entry point...? Think will drop to 50c
Useful To Me  Not Useful To Me
Kyoto2008 Elite	04-Sep-2014 12:26        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ex rights, price may go freefall like OCBC.        Better to sell when the share price is pushed up  and pick up after rights issue at the bottom.
Useful To Me  Not Useful To Me
ozone2002 Supreme	04-Sep-2014 12:18        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Still promoting this 50x PE stock .. now ask you for $$$ on their rights issue Moving ahead as planned (DBS) &bull Proposed 1-for-3 rights issue at S$0.38 per rights share to raise S$163.9m in net proceeds &bull S$96m for acquisition of land development rights in Pun Hlaing, S$54m for Landmark and S$15m to acquire tractors/farm equipment business &bull Redevelopment work on Landmark hotel site has begun confident of master lease extension &bull Maintain BUY, theoretical ex-rights fair value of S$0.76. S$164m rights issue. Yoma has finalised its 1-for-3 rights issue to raise c.S$164m to kick-start the Landmark development and to acquire more land in Pun Hlaing. This issue of 432.5m rights shares (@ S$0.38/shr) will enlarge its share base by 33.5%. Yoma&rsquo s chairman Serge Pun undertakes to subscribe all excess entitlements on top of his own. Previous indication is for the exercise to be completed by end-Sept, subject to SGX and shareholders&rsquo approval. Funds to proceed with Landmark and landbank for Pun Hlaing. The entire rights proceeds will be utilised for 1) 1st land payment for Landmark (S$54m) 2) 70% interest in development rights to 10.8m sqft of land in Pun Hlaing (S$95.9m) and 3) acquisition of an authorised dealer of New Holland tractor and farm equipment for S$14.8m. The S$0.8m shortfall will be funded internally. Overall, positive for the future next catalyst would be further development of Landmark. We are positive that funding is available now to kick-start the long-awaited Landmark project. We look forward to milestones such as a successful extension of master lease, partnerships with more branded hoteliers or retailers, and possibly sales of apartments. Near term, we expect this rights issue to sustain interest in the stock. We have tweaked our fair value to S$0.88 from S$0.90 to account for a 135m
Useful To Me  Not Useful To Me
ytoh1688 Veteran	03-Sep-2014 08:36        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	this is a good thing.   if everyday flat, then you worry pcxiao2008      ( Date: 02-Sep-2014 10:58) Posted: one day up one down.. faint
Useful To Me  Not Useful To Me
Atom99 Master	03-Sep-2014 07:15        Atom99 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Once you hv eliminated the impossible,whatever remains TRUTH"
x 0   x 0  Alert Admin	Yoma Strategic finalises major asset purchases Landmark development progresses  Proposed increase in land bank at the Group?s flagship Pun Hlaing Golf Estate1 (?PHGE?) and purchase of operating rights in the Golf and Country Club at PHGE  Automotive division to be expanded with the proposed acquisition of the established New Holland tractors and farm equipment business  Commencement of the redevelopment of former Burma Railway Headquarters into Yangon?s leading luxury hotel  Acquisitions to be funded via a proposed 1 for 3 Rights Issue at S$0.38 per share For more details information go to SGX's company disclosure website. Atom99      ( Date: 26-Aug-2014 07:29) Posted: UPDATES ON THE RECEIPT OF NOTICE TO ACQUIRE LAND DEVELOPMENT RIGHTS PURSUANT TO THE FIRST RIGHT OF REFUSAL DEED Reference is made to the announcement made by Yoma Strategic Holdings Ltd. (the ?Company? and together with its subsidiaries, the ?Group?) on 24 June 2014 (the ?FRRD Announcement?). Unless otherwise defined, all terms used herein shall be as defined in the FRRD Announcement. The Company had on 24 June 2014 announced that it had received written notice from Serge Pun & Associates (Myanmar) Limited (?SPA?) (the ?Notice?) offering the Group the right to acquire the economic benefit of 70% of land in Pun Hlaing Golf Estate (PHGE) amounting to an aggregate area of approximately 250 acres (approximately 10.9 million square feet) of which approximately 9.7 million square feet comprises the golf course and approximately 1.2 million square feet comprises land development rights (collectively, the ?PHGE Golf and Land?) alongside some related businesses and facilities. The Company has indicated to SPA its affirmative interest and parties are negotiating the terms of the acquisition. The Company will make an announcement on the proposed acquisition when the definitive agreements have been finalised. BY ORDER OF THE BOARD Andrew Rickards Chief Executive Officer 24 August 2014
Useful To Me  Not Useful To Me
pcxiao2008 Master	02-Sep-2014 10:58        pcxiao2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	one day up one down.. faint
Useful To Me  Not Useful To Me
Atom99 Master	02-Sep-2014 07:14        Atom99 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Once you hv eliminated the impossible,whatever remains TRUTH"
x 0   x 0  Alert Admin	There is a reported marriage deal of 3000 lot after closing yesterday at $0.712. tormater      ( Date: 01-Sep-2014 20:24) Posted: Finally inching up. Vol of 7 millions is way higher than average volume. Something is coming.
Useful To Me  Not Useful To Me
tormater Senior	01-Sep-2014 20:24        tormater About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Finally inching up. Vol of 7 millions is way higher than average volume. Something is coming.
Useful To Me  Not Useful To Me
oliver Member	28-Aug-2014 22:16        oliver About Contact  Quote this Post!
x 0   x 0  Alert Admin	Date & Time of Broadcast      28-Aug-2014 19:38:48   Announcement Sub Title      ACQUISITION OF LAND FOR DEVELOPMENT INTO AN INTERNATIONAL SCHOOL AND ACQUISITION OF SHARES   http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content& B=AnnouncementToday& F=P0E6WYBA8A9EOTSS& H=fd15bf8874f307bc816c10246cf7fcb55b9f41619cde3bc0fa157c97d62cf67d& fileId=IPTDulwichandYSHFinance.pdf
Useful To Me  Not Useful To Me
Atom99 Master	26-Aug-2014 07:29        Atom99 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Once you hv eliminated the impossible,whatever remains TRUTH"
x 0   x 0  Alert Admin	UPDATES ON THE RECEIPT OF NOTICE TO ACQUIRE LAND DEVELOPMENT RIGHTS PURSUANT TO THE FIRST RIGHT OF REFUSAL DEED Reference is made to the announcement made by Yoma Strategic Holdings Ltd. (the ?Company? and together with its subsidiaries, the ?Group?) on 24 June 2014 (the ?FRRD Announcement?). Unless otherwise defined, all terms used herein shall be as defined in the FRRD Announcement. The Company had on 24 June 2014 announced that it had received written notice from Serge Pun & Associates (Myanmar) Limited (?SPA?) (the ?Notice?) offering the Group the right to acquire the economic benefit of 70% of land in Pun Hlaing Golf Estate (PHGE) amounting to an aggregate area of approximately 250 acres (approximately 10.9 million square feet) of which approximately 9.7 million square feet comprises the golf course and approximately 1.2 million square feet comprises land development rights (collectively, the ?PHGE Golf and Land?) alongside some related businesses and facilities. The Company has indicated to SPA its affirmative interest and parties are negotiating the terms of the acquisition. The Company will make an announcement on the proposed acquisition when the definitive agreements have been finalised. BY ORDER OF THE BOARD Andrew Rickards Chief Executive Officer 24 August 2014
Useful To Me  Not Useful To Me
tormater Senior	14-Aug-2014 09:14        tormater About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Yes, but may be stuck at 70-71. silentwalker      ( Date: 13-Aug-2014 21:08) Posted: Yoma up 3.5 cents today, back to $0.70. Has it hit the bottom and reversing up ?
Useful To Me  Not Useful To Me
Banker_DB Member	14-Aug-2014 00:09        Banker_DB About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Lai Liao !!
Useful To Me  Not Useful To Me
silentwalker Member	13-Aug-2014 21:08        silentwalker About Contact  Quote this Post! Style: Flexible   Yells: "Let money works for you"
x 0   x 0  Alert Admin	Yoma up 3.5 cents today, back to $0.70. Has it hit the bottom and reversing up ?
Useful To Me  Not Useful To Me
Banker_DB Member	05-Aug-2014 16:37        Banker_DB About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Like Keppel group or Sembawang Corp previously...Once stronger they will spin off listed each portfolio individually Land Hotel, Telecom Oil and Gas...etc
Useful To Me  Not Useful To Me
Kyoto2008 Elite	05-Aug-2014 15:37        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s a good co. think they will make a lot of money.
Useful To Me  Not Useful To Me
Immortal Master	05-Aug-2014 15:37        Immortal About Contact  Quote this Post!
x 0   x 0  Alert Admin	Long term play for Yoma...
Useful To Me  Not Useful To Me
ozone2002 Supreme	05-Aug-2014 15:18        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Yoma expensive valuation now does not entice me one bit, hence u can see it has fallen below 70c.. However, in the future, it will be a conglomerate like Jardine Mattheson.   Last:0.68     Vol:7621k     +0.005 Yoma Strategic Holdings: Establishing a JV for cold chain business Yoma reported yesterday that it has entered into a definitive joint venture agreement with Kokubu & Co., Ltd. and First Myanmar Investment Co., Ltd. to establish and operate a JV in Myanmar that will distribute agriculture and marine products using high specification vehicles with refrigeration capabilities. Yoma will take a 30% stake in the JV and the initial investment will comprise up to US$8.5m to be contributed in 2 phases upon the satisfaction of certain conditions precedent, including the issue of a lease agreement for a land site to build a distribution center in Yangon and the procuring of relevant licenses and permits. In the event that both parties agree to construct a new distribution center in Mandalay, the JV parties agree to contribute an additional US$3.5m into the venture. Maintain BUY on Yoma with an unchanged fair value estimate of S$0.82. ozone2002      ( Date: 25-Jun-2014 09:42) Posted: 50x PE for 2014 & 2015, not a value buy to me, more like a punter' s stock BUY S$0.76 STI : 3,257.40 (DBS) Price Target : 12-Month S$ 0.90 Analyst TAN Ai Teng +65 6682 3719 [email protected] Price Relative 76 276 476 676 876 1076 1276 1476 1676 0.0 0.2 0.4 0.6 0.8 1.0 Jun-10 Jun-11 Jun-12 Jun-13 Jun-14 S$ Relative Index Yoma Strategic Holdings (LHS) Relative STI INDEX (RHS) Forecasts and Valuation FY Mar (S$ m) 2013A 2014A 2015F 2016F Revenue 60 100 101 139 EBITDA 13 23 30 58 Pre-tax Profit 16 26 28 56 Net Profit 14 16 17 38 Net Pft (Pre Ex.) 11 11 17 38 EPS (S cts) 1.3 1.4 1.5 3.3 EPS Pre Ex. (S cts) 0.9 1.0 1.5 3.3 EPS Gth (%) 10 12 4 123 EPS Gth Pre Ex (%) (17) 2 52 123 Diluted EPS (S cts) 1.3 1.4 1.5 3.3 Net DPS (S cts) 0.5 0.0 0.0 0.0 BV Per Share (S cts) 31.3 32.1 33.6 36.8 PE (X) 60.1 53.6 51.8 23.2 PE Pre Ex. (X) 80.2 78.5 51.8 23.2 P/Cash Flow (X) nm nm 14.4 16.9 EV/EBITDA (X) 62.5 40.7 30.6 15.9 Net Div Yield (%) 0.7 0.0 0.0 0.0 P/Book Value (X) 2.4 2.4 2.3 2.1 Net Debt/Equity (X) CASH CASH CASH CASH ROAE (%) 5.9 4.5 4.5 9.3 Source of all data: Company, DBS Bank, Bloomberg Finance L.P SPA offers land, potentially funded by 1-for-3 rights   Offered rights to acquire 70% of economic benefits of 10.8m sqft land in Pun Hlaing   Deal estimated to be US$70m or US$70 psf, which is at lower end of Yangon&rsquo s authority land value   Purchase to be funded by rights issue, which could be revised to 1-for-3 from 1-for-8 previously   Deal is positive for the long term but maintaining forecast until conclusion. Maintain Buy. Yoma announced that it has received an offer from Serge Pun and Associates (SPA) for the rights to acquire 70% of the economic benefit of the land in Pun Hlaing Golf Estate (PHGE). PHGE is an integrated development project on an aggregate area of approximately 10.8m sqft comprising: (1) 9.6m sqft for a Gary Player-designed 18-hole championship golf course and a clubhouse and (2) the remaining 1.2m sqft of land development rights. Yoma will have to indicate its interest to buy within 30 days from this offer. Based on Yoma' s preliminary investigations, the land, as valued by an independent real estate consultant, is around US$100m and Yoma' s 70% stake would amount to a potential purchase consideration of US$70m. Our view: Based on the announced land valuation, cost of the non-golf course component of the land works out to be US$70 psf. Barring details on the actual use and development of this land, we believe the land is priced at market value, which has been kept relatively stable in the past six months as the government curbs runaway property prices. Over time, influx of more foreigners is still expected to drive up land prices further. To compare, Yoma was selling land development rights in Pun Hlaing Golf Estate at an average of close to US$50 psf twelve months ago. Our data on Yangon land prices as used by the Myanmar Inland Revenue Dept, updated as at Oct 2013, showed that the land cost in the Hlaing township ranges from a low of US$36.50 psf to high of US$286 psf. It appears that Yoma' s land cost is closer to the lower end of this valuation range.
Useful To Me  Not Useful To Me

                                                         First   < Newer   5881-5900 of 6575   Older>   Last