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Kimly Limited Post Reply Rate topic
josephyeo Elite	10-Jun-2021 13:10        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I think its still a long way to go. Its so under valued compare w like company plus generous dividend. Profit expected to touch $40.0 mil and probably $50 mil in 2 years time. At time of post, 1.5 mil shares were traded at 36.5 cents.
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Lugi71 Veteran	10-Jun-2021 10:33        Lugi71 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Strong buying at 0.36-0.365.. much more to come
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Luzern Supreme	10-Jun-2021 09:51        Luzern About Contact  Quote this Post!   Yells: "9"
x 0   x 0  Alert Admin	Good Management can take the Company to greater heights, while a lousy one can sink even well established multi-billions companies.  Voted for good Management.    josephyeo      ( Date: 07-Jun-2021 17:30) Posted: Me too. The management is active, knowledgeable n very experience. Luzern      ( Date: 07-Jun-2021 14:46) Posted: I like the Management.
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josephyeo Elite	09-Jun-2021 10:09        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Repost   Why hold long for Kimly. Reasons:   1. it& rsquo s a growth company   2. its under valued relative to like companies   3. it has good dividend yield . Dividend is likely to go higher as its profit grow as company has a dividend policy  of distributing 50% of its profits as dividend.   4. its trading far below its historical p/e. See below: 2017 - 19.44 2018 - 19.03 2019 - 20.7  2020 - 16.5 current - 11.44 Source _ ShareInvestor.com   Above are just my thoughts and I could be wrong as market conditions are continuously changing. Pls do your own due diligence.
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bigbrother33 Senior	08-Jun-2021 01:31        bigbrother33 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "what can't kill you will make you stronger!"
x 0   x 0  Alert Admin	Vested since 2019 and definitely very supportive of Kimly...more good things to come josephyeo      ( Date: 08-Jun-2021 01:24) Posted: A quote from Kimly &ldquo With the acquisition of 75% stake in Tenderfresh Business, we are confident that this will further boost the resilience of our operations and revenue and have a positive impact on our earnings going forward which will enhance shareholder value. Moving forward, we will continue seeking opportunities to acquire food outlets in the heartlands of Singapore with a large catchment of population to deepen our market presence, expand our customer base as well as product offerings.&rdquo josephyeo      ( Date: 07-Jun-2021 08:58) Posted: Why I am heavily vested in Kimly:                             1. high dividend yield             estimate current full year dividend to be 2.0 cts. Half year dividend is 0.56 cents, which is is double last year dividend of 0.28 cents. Last year full year dividend was 1.12 cents. On current price of 35.0 cents, the dividend yield for current year would be 5.7%.                     2. attractive valuation             Based on half year profit of $21.7 mil, current price of 35.0 cents and number of shares at 1,190,055,000, the half year p/e is only 19.2 X. Assuming that the 2nd half profit is the same as 1st half, the full year profit would be $43.4 mil. This give Kimly a p/e of less than 10X, which is is very low compared to it' s historical p/e of 16.5X to 20.7X. Most other food companies are trading at much higher valuation.                             3. potential for further growth             in an earlier posting I mentioned that the impact of Kimly' s aggressive acquisition inlate 2019 and early 2020 will be reflected in 2nd half of 2020 and current year. The results of the  2nd half 2020 ($14.6 mil) and 1st half 2021 ($21.7 mil) bear me out. Current year result is likely to be the best ever for Kimly. The intended acquisition for Tenderfresh is likely to add to the company' s revenue and profit.                             Note : above are just my thoughts and assessment of Kimly and I could be wrong. I could be  bias as I am heavily vested. Pls do your own due diligence.
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josephyeo Elite	08-Jun-2021 01:24        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	A quote from Kimly &ldquo With the acquisition of 75% stake in Tenderfresh Business, we are confident that this will further boost the resilience of our operations and revenue and have a positive impact on our earnings going forward which will enhance shareholder value. Moving forward, we will continue seeking opportunities to acquire food outlets in the heartlands of Singapore with a large catchment of population to deepen our market presence, expand our customer base as well as product offerings.&rdquo josephyeo      ( Date: 07-Jun-2021 08:58) Posted: Why I am heavily vested in Kimly:                             1. high dividend yield             estimate current full year dividend to be 2.0 cts. Half year dividend is 0.56 cents, which is is double last year dividend of 0.28 cents. Last year full year dividend was 1.12 cents. On current price of 35.0 cents, the dividend yield for current year would be 5.7%.                     2. attractive valuation             Based on half year profit of $21.7 mil, current price of 35.0 cents and number of shares at 1,190,055,000, the half year p/e is only 19.2 X. Assuming that the 2nd half profit is the same as 1st half, the full year profit would be $43.4 mil. This give Kimly a p/e of less than 10X, which is is very low compared to it' s historical p/e of 16.5X to 20.7X. Most other food companies are trading at much higher valuation.                             3. potential for further growth             in an earlier posting I mentioned that the impact of Kimly' s aggressive acquisition inlate 2019 and early 2020 will be reflected in 2nd half of 2020 and current year. The results of the  2nd half 2020 ($14.6 mil) and 1st half 2021 ($21.7 mil) bear me out. Current year result is likely to be the best ever for Kimly. The intended acquisition for Tenderfresh is likely to add to the company' s revenue and profit.                             Note : above are just my thoughts and assessment of Kimly and I could be wrong. I could be  bias as I am heavily vested. Pls do your own due diligence.
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josephyeo Elite	07-Jun-2021 17:30        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Me too. The management is active, knowledgeable n very experience. Luzern      ( Date: 07-Jun-2021 14:46) Posted: I like the Management.
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Luzern Supreme	07-Jun-2021 14:46        Luzern About Contact  Quote this Post!   Yells: "9"
x 0   x 0  Alert Admin	I like the Management.
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josephyeo Elite	07-Jun-2021 13:41        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	" The unaudited profit before income tax, non-controlling interests and extraordinary items of Tenderfresh Business (a consolidation of various business entities) for a common 12-month period ended on 31 December 2020 (" 2020 PBT" ), after taking into account the government grants income of S$3.2 million, was S$11.8 million" . Above taken from Kimly announcement on 11 May 20021.
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nitrodrops Member	07-Jun-2021 12:14        nitrodrops About Contact  Quote this Post!
x 0   x 0  Alert Admin	you can pop down to Kimly corporate office and view the 3 years audited P/L for tenderfresh HopingForTheBest      ( Date: 07-Jun-2021 09:05) Posted: I really like Kimly as well, but currently not vested. The Tenderbest acquisition is the big unknown for me. I havent been able to find any numbers about it, so is the 75% stake good value? Guess we need more information to really get a better understanding of it. I really like the purchase as I think it opens up so many interesting synergies and possibilities, but of course only if the price is right.
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josephyeo Elite	07-Jun-2021 11:14        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Repost for those who missed it josephyeo      ( Date: 07-Jun-2021 08:58) Posted: Why I am heavily vested in Kimly:                             1. high dividend yield             estimate current full year dividend to be 2.0 cts. Half year dividend is 0.56 cents, which is is double last year dividend of 0.28 cents. Last year full year dividend was 1.12 cents. On current price of 35.0 cents, the dividend yield for current year would be 5.7%.                     2. attractive valuation             Based on half year profit of $21.7 mil, current price of 35.0 cents and number of shares at 1,190,055,000, the half year p/e is only 19.2 X. Assuming that the 2nd half profit is the same as 1st half, the full year profit would be $43.4 mil. This give Kimly a p/e of less than 10X, which is is very low compared to it' s historical p/e of 16.5X to 20.7X. Most other food companies are trading at much higher valuation.                             3. potential for further growth             in an earlier posting I mentioned that the impact of Kimly' s aggressive acquisition inlate 2019 and early 2020 will be reflected in 2nd half of 2020 and current year. The results of the  2nd half 2020 ($14.6 mil) and 1st half 2021 ($21.7 mil) bear me out. Current year result is likely to be the best ever for Kimly. The intended acquisition for Tenderfresh is likely to add to the company' s revenue and profit.                             Note : above are just my thoughts and assessment of Kimly and I could be wrong. I could be  bias as I am heavily vested. Pls do your own due diligence.
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HopingForTheBest Member	07-Jun-2021 09:05        HopingForTheBest About Contact  Quote this Post!
x 0   x 0  Alert Admin	I really like Kimly as well, but currently not vested. The Tenderbest acquisition is the big unknown for me. I havent been able to find any numbers about it, so is the 75% stake good value? Guess we need more information to really get a better understanding of it. I really like the purchase as I think it opens up so many interesting synergies and possibilities, but of course only if the price is right.
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josephyeo Elite	07-Jun-2021 08:58        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Why I am heavily vested in Kimly:                             1. high dividend yield             estimate current full year dividend to be 2.0 cts. Half year dividend is 0.56 cents, which is is double last year dividend of 0.28 cents. Last year full year dividend was 1.12 cents. On current price of 35.0 cents, the dividend yield for current year would be 5.7%.                     2. attractive valuation             Based on half year profit of $21.7 mil, current price of 35.0 cents and number of shares at 1,190,055,000, the half year p/e is only 19.2 X. Assuming that the 2nd half profit is the same as 1st half, the full year profit would be $43.4 mil. This give Kimly a p/e of less than 10X, which is is very low compared to it' s historical p/e of 16.5X to 20.7X. Most other food companies are trading at much higher valuation.                             3. potential for further growth             in an earlier posting I mentioned that the impact of Kimly' s aggressive acquisition inlate 2019 and early 2020 will be reflected in 2nd half of 2020 and current year. The results of the  2nd half 2020 ($14.6 mil) and 1st half 2021 ($21.7 mil) bear me out. Current year result is likely to be the best ever for Kimly. The intended acquisition for Tenderfresh is likely to add to the company' s revenue and profit.                             Note : above are just my thoughts and assessment of Kimly and I could be wrong. I could be  bias as I am heavily vested. Pls do your own due diligence.
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josephyeo Elite	03-Jun-2021 17:20        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Financial year 2020 profit of $25.2 mil was Kimly highest since listing in 2017. But it appears that 2021 is going to be even better than 2020. At half time the profit is already $21.7 mil which is 86.1 % of 2020 full year. So 2021 is going to be Kimly' s best since listing.
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josephyeo Elite	03-Jun-2021 08:37        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Kimly - datas on last 3 half year financials     1H' 20 2H' 20 1H' 21 107,385 103388 122,649 10,542 14683 21,740 Good growth trend in revenue and profit. Current year result is likely to be it' s best since listing in 2017. Just sharing. Dyodd.
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josephyeo Elite	27-May-2021 22:29        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Share some datas on Kimly:   kimly 1H' 20 1H' 21 % revenue 107,385 122,649 14.2 net profit 10,542 21,740 106.2 Kimly full financial year is Oct to Sept. Most companies show negative results bcoz of the  covid19 situation. Kimly is one of the few companies which show huge improved profit in the 1H, a profit that a 106% better than the same period last year. Given the good result in the 1H, the full current financial year (2020/2021) is likely to be Kimly' s best since it' s listing in 2017.
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josephyeo Elite	24-May-2021 15:31        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/capital/brokers-calls/rhb-keeps-%E2%80%98buy%E2%80%99-kimly-defensive-business-model-and-positive-prospects-ahead
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Lugi71 Veteran	24-May-2021 01:08        Lugi71 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Those who are looking for the article, here it ishttps://sg.news.yahoo.com/news/rhb-recommends-investors-rotate-back-051625560.html.  Also went down to a Tenderfresh outlet near the home and it was swarming with people...
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josephyeo Elite	23-May-2021 18:08        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	RHB Group Research analyst Shekhar Jaiswal has recommended investors accumulate on Covid-19 beneficiaries in the short term. In a May 17 report, Jaiswal says investors should rotate back into supermarket operators, industrial REITs, glove manufacturers, as well as selective healthcare operators and technology players, which he deems as &ldquo safe plays&rdquo . To him, Sheng Siong and Kimly should be the key beneficiaries in the term.
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josephyeo Elite	19-May-2021 15:36        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Kimly' s debt: secured n payable within 1 year -1.086 (X1000) unsecured - zero secured payable after 1 year - $23,877 unsecured - zero total debt - $24.9 mil cash - $83.6 mil
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