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Singapore is a small market, yes.
But why Uber and Grab burn money here?
Why TPG burn money here?
xbullishx ( Date: 04-Aug-2017 18:18) Posted:
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*Edit* - Typos
My views on SSG.
1) SSG is a small company (unlike Dairy Farm)
2) SSG will not survive if Alibaba/Amazon decides to burn money to capture the market (just like how Uber burn their money to gain market share in china market not to mention Amazon love doing this too hurting their net profit (pathetic by the way) )
3) Point 2* will only happen if SG consumers start shifting their buying behaviour to e-commerce (that includes buying fresh food online). & it doesnt make sense to burn so much money in SG just to capture a small market share like Singapore (What is singapore' s population again?)
4) almost 50% of SSG' s revenue is derived from Fresh food.
5) If you believe in what Jack Ma' s startegy & beliefs. Mr Ma believes that Brick and Mortar will and nv replace E-commerce especially in this industry. Hence the creation of Hema Supermarket in China. Having said that O2O is important too.
6) Jack Ma has E-comm presence in Singapore (Redmart) have no Brick and Mortar presence. Applying point 1) and 5) , is there a possibility that Jack Ma will acquire SSG in the future?
If yes, I think the one should start to accumlulate this stock |
xbullishx ( Date: 04-Aug-2017 18:13) Posted:
My views on SSG.
1) SSG is a considered a small company (unlike Dairy Farm)
2) SSG will not survive if Alibaba/Amazon decides to burn money to capture the market (just like how Uber burn their money to gain market share in china market not to mention Amazon love doing this too hurting their net profit (pathetic by the way) )
3) Point 3 will only happen if SG consumers start shifting their buying behaviour to e-commerce (that includes buying fresh food online). & it doesnt make sense to burn so much money in SG to capture a small market share like Singapore (What is singapore' s population again?)
4) almost 50% of SSG' s revenue is derived from Fresh food.
5) If you believe in what Jack Ma' s startegy & beliefs. Mr Ma believes that Brick and Mortar will and nv replace E-commerce especially in this industry. Hence the creation of Hema Supermarket in China. Having said that O2O is important too.
6) Jack Ma has E-comm presence in Singapore (Redmart) have no Brick and Mortar presence. Applying point 1) and 5) , is there a possibility that Jack Ma will acquire SSG in the future?
If yes, I think the one should start to accumlulate this stock
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x 0 |
*Edit* - Typos
My views on SSG.
1) SSG is a small company (unlike Dairy Farm)
2) SSG will not survive if Alibaba/Amazon decides to burn money to capture the market (just like how Uber burn their money to gain market share in china market not to mention Amazon love doing this too hurting their net profit (pathetic by the way) )
3) Point 2* will only happen if SG consumers start shifting their buying behaviour to e-commerce (that includes buying fresh food online). & it doesnt make sense to burn so much money in SG just to capture a small market share like Singapore (What is singapore' s population again?)
4) almost 50% of SSG' s revenue is derived from Fresh food.
5) If you believe in what Jack Ma' s startegy & beliefs. Mr Ma believes that Brick and Mortar will and nv replace E-commerce especially in this industry. Hence the creation of Hema Supermarket in China. Having said that O2O is important too.
6) Jack Ma has E-comm presence in Singapore (Redmart) have no Brick and Mortar presence. Applying point 1) and 5) , is there a possibility that Jack Ma will acquire SSG in the future?
If yes, I think the one should start to accumlulate this stock |
xbullishx ( Date: 04-Aug-2017 18:13) Posted:
My views on SSG.
1) SSG is a considered a small company (unlike Dairy Farm)
2) SSG will not survive if Alibaba/Amazon decides to burn money to capture the market (just like how Uber burn their money to gain market share in china market not to mention Amazon love doing this too hurting their net profit (pathetic by the way) )
3) Point 3 will only happen if SG consumers start shifting their buying behaviour to e-commerce (that includes buying fresh food online). & it doesnt make sense to burn so much money in SG to capture a small market share like Singapore (What is singapore' s population again?)
4) almost 50% of SSG' s revenue is derived from Fresh food.
5) If you believe in what Jack Ma' s startegy & beliefs. Mr Ma believes that Brick and Mortar will and nv replace E-commerce especially in this industry. Hence the creation of Hema Supermarket in China. Having said that O2O is important too.
6) Jack Ma has E-comm presence in Singapore (Redmart) have no Brick and Mortar presence. Applying point 1) and 5) , is there a possibility that Jack Ma will acquire SSG in the future?
If yes, I think the one should start to accumlulate this stock
|
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My views on SSG.
1) SSG is a considered a small company (unlike Dairy Farm)
2) SSG will not survive if Alibaba/Amazon decides to burn money to capture the market (just like how Uber burn their money to gain market share in china market not to mention Amazon love doing this too hurting their net profit (pathetic by the way) )
3) Point 3 will only happen if SG consumers start shifting their buying behaviour to e-commerce (that includes buying fresh food online). & it doesnt make sense to burn so much money in SG to capture a small market share like Singapore (What is singapore' s population again?)
4) almost 50% of SSG' s revenue is derived from Fresh food.
5) If you believe in what Jack Ma' s startegy & beliefs. Mr Ma believes that Brick and Mortar will and nv replace E-commerce especially in this industry. Hence the creation of Hema Supermarket in China. Having said that O2O is important too.
6) Jack Ma has E-comm presence in Singapore (Redmart) have no Brick and Mortar presence. Applying point 1) and 5) , is there a possibility that Jack Ma will acquire SSG in the future?
If yes, I think the one should start to accumlulate this stock
Deployment done. So now, sit back relax & watch show.
anyway, get ready to get some Dairy Farm too. ^_^
Er...buy SS stock
investshare ( Date: 04-Aug-2017 15:33) Posted:
| Based on input from this forum, Singaporen will buy grocery from SS, read print newspapers, take taxi, drink loquat juice .. what else? |
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Based on input from this forum, Singaporen will buy grocery from SS, read print newspapers, take taxi, drink loquat juice .. what else?
The impact of Amazon on SS is overhyped.The euphoria (and hysteria)will soon fade and Singaporeans will return to their normal shopping habits. I doubt Amazon can continue to provide free delivery and free memberships and compete with the likes of SS,NTUC etc. Will continue to accumulate.
yes. Step by Step (SS).
satruz ( Date: 03-Aug-2017 15:40) Posted:
Does look like it's ready to move up anytime 😉
SuperLuckyCorn ( Date: 03-Aug-2017 15:02) Posted:
National Rally on the way...Cheers!!!   |
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SS cannot stand the heat from Amazon. Even NTUC and GIANT are feeling it. Look at the prices at the stores , all slashing and matching the prices of Amazon.Prime.
May be Diary Farm has bottomed out and will run rather than SS which seems to be a lame duck
Does look like it's ready to move up anytime 😉
SuperLuckyCorn ( Date: 03-Aug-2017 15:02) Posted:
| National Rally on the way...Cheers!!! |
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National Rally on the way...Cheers!!!
Looks Ok. But..personally, we do not like stock that has low trade volume.
investshare ( Date: 02-Aug-2017 16:38) Posted:
Would Dairy farm better?
SuperLuckyCorn ( Date: 02-Aug-2017 11:56) Posted:
Yes. PE> 20, so not easy to jump 30~50% . But so far relatively stable return and the current drop (from " coffee shop" hearsay) is to show " their power" , how easy ppl can be influenced....Er..oops...say too much. 
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Would Dairy farm better?
SuperLuckyCorn ( Date: 02-Aug-2017 11:56) Posted:
Yes. PE> 20, so not easy to jump 30~50% . But so far relatively stable return and the current drop (from " coffee shop" hearsay) is to show " their power" , how easy ppl can be influenced....Er..oops...say too much.
investshare ( Date: 02-Aug-2017 11:11) Posted:
| Can share why you think so? PE > 20, looks ex |
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Waiting for 0.92 before going in
Not expecting to see much show these few days. After 8/8, when the tide subsides, we will know who is swimming naked. Bought a few lots ystd to watch this show unfold.
Around 5 millions shorted will have to cover back sooner or later....
Eagle88 ( Date: 02-Aug-2017 12:27) Posted:
| Once the ball starts to roll back, it wont stop easily...lol...watch out... |
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Once the ball starts to roll back, it wont stop easily...lol...watch out...
8/8...hope the national day effect will help too. Plus M1 effect.
Warster ( Date: 02-Aug-2017 10:36) Posted:
| 8/8 could go both ways, with many weak players queueing to sell their shares after getting dividends. |
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