| Latest Forum Topics / Kimly Last:0.41 -- |
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How much TP?
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JurongW
Elite |
12-May-2026 20:54
Yells: "Earnings give weight, Chart give wings" |
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Kimly registers a net profit of S$16.4 million for 1H FY2026 https://links.sgx.com/1.0.0/corporate-announcements/PFLOVJ0NRLFWDQXQ/888510_Kimly%20-%201HFY2026%20Press%20Release.pdf |
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Joelton
Supreme |
08-May-2026 10:28
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Seeing steady growth ahead, DBS initiates ' buy' call on Kimly with 52 cent target price Chee Zheng Feng of DBS Group Research has initiated coverage of coffeeshop operator Kimly with a " buy" call and 52 cents target price, which is valued at a " reasonable" 18x forward PE and 4% forward yield, " broadly in line with defensive SGX consumer names." According to Chee in his May 7 note, Kimly is able to drive growth via a combination of securing new outlets, acquisitions and joint ventures. By tapping on its central kitchens, Kimly is able to offer competitive pricing relative to competitors. With net cash of $63 million, Kimly is also well positioned to acquire or form joint ventures with other " stressed" operators. The company has also expanded into what is seen as the " under penetrated" halal coffee shop segment, part of an overall market estimated to be worth $1 billion. Chee believes that Kimly can sustain low-single digit top line growth through steady 2-3 outlet additions annually, which is likely to translate into earnings growth of between 3 and 5%. The company is growing via a combination of new tenders, joint ventures and acquisitions. According to HDB, there are 43 new coffee shops slated for completion between 2026-2030, providing a near-term growth runway. " Beyond this, we see potential for consolidation across the broader F& B industry consisting of coffee shops, food courts, and industrial canteens, which is highly competitive and fragmented," says Chee. From his perspective, smaller players without central kitchens are likely to face significant profitability pressure from rising labour costs and limited pricing power. " We are also seeing an increasingly trend of coffee shop operators trying to monetise their assets ahead of retirement. This presents an opportunity for Kimly to acquire these assets," says Chee. As a listed company, Kimly can raise more capital with placements and other means to fund such deals. Kimly shares closed at 40 cents on May 6. |
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Beta21177
Member |
08-May-2026 09:22
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coffee brewing |
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kt3152
Supreme |
21-Jan-2026 11:55
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Ipo on 20 March 2017 and 25c. Those holding till now collected lots of dividend plus capital appreciation. First day high 56.5c...all weather stock with 2c dividend per year so far.... |
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HLTiong
Member |
13-Dec-2025 20:36
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Looking at the FY2025 results, this still feels like a steady &ldquo kopi & cai png&rdquo compounder rather than a fast grower.
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Joelton
Supreme |
05-Nov-2025 09:58
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Kimly to acquire 12 Haig Road coffee shop for $11.8 million
Kimly Limited&rsquo s subsidiary has entered a share purchase agreement to acquire all the shares in GSPL, which owns the coffee shop property at 12 Haig Road for $11.8 million.
The subsidiary, Kedai Kopi, is a 51% owned subsidiary of Kimly&rsquo s wholly-owned subsidiary Kimly Makan Place.
The coffee shop is a two storey HDB shophouse unit with a remaining lease of 82 years.
The book value of the coffee shop property is $12.16 million, and the purchase will be funded through a combination of external financing of $5.8 million by Kedai Kopi, shareholders&rsquo loans of $2.55 million and $2.45 million, and internal resources of Kedai Kopi amounting to $1.36 million.
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kt3152
Supreme |
28-Oct-2025 07:06
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Surprised up 2.5c to 40. Any good news?.... |
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governor
Veteran |
30-Aug-2025 02:53
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Wolf Money(portfolio update end Aug 2025) Kimly related High asset price, low unemployment Our government has formed committees to look into strengthening our economy and employment. Given the era of trade war, Singapore as an entrepô t hub is under threat. We might enjoy the lowest baseline tariffs, but high tariffs on sub-sector like semiconductor and pharmaceutical exports is the most concerning. Both exports contribute a significant portion of our manufacturing output. It is a difficult situation for any country, not just Singapore, to deal with Draconian trade measures imposed by the US. https://lonewolfinvestor.blogspot.com/2025/08/wolf-moneyportfolio-update-end-aug-2025.html |
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governor
Veteran |
22-Aug-2025 17:20
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Wolf Money(Kimly Ltd)soldhttps://lonewolfinvestor.blogspot.com/2025/08/wolf-moneykimly-ltdsold.html?m=1 |
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governor
Veteran |
31-Jul-2025 20:54
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Wolf Money(portfolio update end July 2025)part 2 Banyan related Singapore 60th National Day Happy National Day to my beloved home, Singapore. As we celebrate our 60th year as a nation. I have taken time to reflect on the past and beyond of this tiny nation. In general, the country has satisfied the most basic of Maslow hierarchy of needs for most Singaporeans. https://lonewolfinvestor.blogspot.com/2025/07/wolf-moneyportfolio-update-end-july_31.html |
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kt3152
Supreme |
28-Jul-2025 12:42
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2022 to 2025 first half dividend yield Year Yield Total Amount Ex Date 2025 2.63% SGD 0.01 SGD0.01 2025-02-04 2024 5.58% SGD 0.021 SGD0.01 2024-06-27 SGD0.0112 2024-01-30 2023 4.42% SGD 0.017 SGD0.0056 2023-06-28 SGD0.0112 2023-01-27 2022 5.26% SGD 0.02 SGD0.0056 2022-06-30 SGD0.0084 2022-02-04 SGD0.006 2022-02-04 |
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kt3152
Supreme |
28-Jul-2025 11:01
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Have been eyeing this counter since 32.5c but no action. Finally bought 35.5 on 23 Jul...profitable company that pays regular dividend...recession proof stock.... |
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tritonyeah666
Elite |
27-Jul-2025 12:59
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brewing kopi ... |
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Beta21177
Member |
21-Jul-2025 16:37
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brewling but dont know what |
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shk363
Elite |
21-Jul-2025 13:47
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effect of CDC and SG60 vouchers |
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Beta21177
Member |
18-Jul-2025 10:04
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any good news??? |
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Joelton
Supreme |
23-May-2025 13:12
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Kimly&rsquo s subsidiary buys Yishun Ring road coffee shop for $11 mil
Kimly Limited&rsquo s wholly-owned subsidiary, Choh Dee Food House purchases coffee shop property at 110 Yishun Ring Road $01-401 for $11 million.
The coffee shop was purchased from the vendors Chan Siew Wah, Chan Chee Wah (in his personal capacity and in his capacity as administrator of the Estate of Chow Poh Kheng and as executor of the Estate of Chan Ngoh Koon) and Chue Fong Oi (in her capacity as administratrix of the Estate of Chan Choong Wah).
The purchase consideration of $11 million was arrived at on a willing buyer, willing seller basis. A total deposit of $1.1 million, or 10% of the purchase consideration was paid upon the exercise of the option. $110,000 was paid to the vendors, and $990,000 to the vendor&rsquo s solicitors to be held by them pending the completion of the acquisition.
The book value of the coffee ship property is about $11.76 million, with a stamp duty of $760,000.
The property is a two-storey housing and development board (HDB) unit comprising a coffee shop on level one and a three room HDB flat on level 2. It is about 31 years old with an average floor area of 358 square metres.
Kimly says that the acquisition aligns with its strategy to expand its network of food outlets in Singapore and establish new food outlets and food stalls at strategically suitable locations.
It aims to strengthen its market presence by opening more food stalls under its food retail division, and will continue to seek opportunities to acquire and/or operate more strategically-located coffee shops in mature estates with established foot traffic.
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Joelton
Supreme |
15-May-2025 08:16
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Coffeeshop operator Kimly&rsquo s earnings down 15.6% y-o-y to $14.8 mil in 1HFY2025
Catalist-listed KimlyLimited has reported earnings of $14.8 million for 1HFY2025 ended March 31, 2025, down 15.6% y-o-y.
The coffee shop operator reported a revenue of $159.3 million for 1HFY2025, up 0.5% y-o-y.
Gross profit for the reporting period came in 0.8% y-o-y lower at $43.8 million.
The group has declared an interim dividend of 1 cents per share for the first half of the year.
The group&rsquo s growth in revenue was primarily driven by higher contributions from the outlet
management division.
The increase was supported by the opening of one coffee shop, one food court, and one industrial canteen in FY2024, as well as the addition of another coffee shop in 1HFY2025. Revenue from cleaning services rose following the securing of new cleaning contracts.
However, this growth was partially offset by the closure of a coffee shop and an industrial canteen in FY2024, along with reduced contributions from existing coffee shops.
The group&rsquo s food retail division reported a revenue decline of $1.4 million, mainly attributed to lower contributions from existing food stalls and outlets, the closure of eight underperforming food stalls and one restaurant in FY2024, as well as an additional four underperforming stalls in 1HFY2025.
However, the impact was partially mitigated by the opening of 11 new stalls and outlets in FY2024, along with eight more in 1HFY2025.
Cost of sales rose to $115.5 million in 1HFY2025 due to higher payroll and increased depreciation of right-of-use assets. Administrative expenses also increased and finance costs rose due to higher interest rates upon lease renewals in FY2024.
As such, these factors led to a decrease in earnings.
As at end March, net cash from operating activities was $36.6 million, and cash and cash equivalents stood at $76.4 million.
Kimly says that this decrease in cash and cash equivalents was due to the final dividend of $12.4 million in February 2025 and the purchase of a coffee shop property located at Block 204 Serangoon Central of $12.5 million in March 2025.
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Grubber
Elite |
23-Apr-2025 08:27
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hi master leong u also hhere |
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shk363
Elite |
23-Apr-2025 08:18
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in tough times cai png and kopi o sales will go up |
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