| Latest Forum Topics / BreadTalk |
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bread talk
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PQTPQK
Supreme |
02-Jul-2019 14:06
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seem going down again.. | ||||
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Sgvale
Supreme |
02-Jul-2019 12:45
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Sianz.... | ||||
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PQTPQK
Supreme |
01-Jul-2019 14:19
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seem like still very weak..? | ||||
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Sgvale
Supreme |
01-Jul-2019 09:25
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Towards 0.80 | ||||
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Sgvale
Supreme |
28-Jun-2019 16:55
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BT Food Republic & ToastBox still full seating capacity during meal hours. Profit affected by joint ventures start up cost . | ||||
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Sgvale
Supreme |
28-Jun-2019 15:37
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SINGAPORE (May 14): DBS Group Research is maintaining Breadtalk Group at ?hold? with 92 cents target as outlook for the group continues to be mixed. Breadtalk?s 4orth division posted startup losses while new restaurants remain a drag on operating profit. Revenue from its bakery in China has also yet improve. Looking ahead, higher startup costs are expected for its second Din Tai Fung in London. ?There are more Song Fa Bak Kut Teh outlets planned for Shanghai, Beijing, Shenzhen, Guangzhou and Thailand which will add to startup costs,? says Alfie Yeo in a recent report. In 1Q19, BreadTalk reported earnings of $1.3 million, up 11.5% from a year ago and in line DBS forecast. | ||||
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PQTPQK
Supreme |
28-Jun-2019 12:03
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thanks | ||||
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happyboy588
Senior |
28-Jun-2019 09:33
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if break 0.74. then sure go below 0.7 | ||||
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PQTPQK
Supreme |
28-Jun-2019 09:16
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any target price ? | ||||
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runaway
Senior |
28-Jun-2019 07:59
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It is a tough business, I agree, and hpthe Reit  is the main killer. They are selling their kopi and local dishes at a premium, and only the rich Singaporeans volunteer to be sucked. Ever wonder why TB is never found in Malaysia? A good cup of Kopi-o at KSL Mall is RM2.30, less than S$0.80, and we happily pay $1.80, or more at expensive malls like MBS and Genting Casino outlets. Despite the recent retreat, this counter is still overpriced, my take.   |
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spore1
Supreme |
27-Jun-2019 18:25
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Net profit is lowered. Dividend is peanut !
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Sgvale
Supreme |
27-Jun-2019 17:48
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You have overlooked Breadtalk HQ in prime Paya Lebar. Land price & its tenants rental collection
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spore1
Supreme |
27-Jun-2019 17:17
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PE is too high! I think koufu is much better
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PQTPQK
Supreme |
27-Jun-2019 17:15
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why it drop so much for past months ? | ||||
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Ramdonwalk
Member |
07-Nov-2018 19:31
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This is a very difficult business. Rental and staff costs are the two major expenses. Riding on its Singapore success, it has over expanded overseas. Toast Box would have been toasted and in the red has it not been the ever increasing price of its foods and beverages. From memory, Kopi-O was $1.10 when it first started, now it is $1.80, a whopping increase of more than 50%. It cant depend on price increase forever to stay afloat. When a cup of kopi goes beyond $2.00, many wiould switch to Starbucks and TLCB for the richer aroma. It may have to consolidate its overseas outlets soon to cut costs. Next reporting may be flat or in the read. I would avoid this stock.     |
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alexchew
Master |
07-Nov-2018 15:38
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trading abt 3 times of nav... not so gd in my opinion... F& B is not a high barrier of entry biz, and nowadays, ppl has no loyalty to food at all. At mercy of both consumers and landlords.. What' s the premium to the biz that justify the payment? 
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javierzanetti
Member |
07-Nov-2018 15:17
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cost increasing due to opening of DTF branch in london. Many new brands coming in sg such as tai gai, wu bao chun etc These two yrs are crucial for BT, should have plenty of upside if they can make it.  |
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alexchew
Master |
07-Nov-2018 12:29
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way over nav... not sure how to value this company.. cost keep increasing at no limits..
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Stocky901
Supreme |
07-Nov-2018 12:00
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Keep dropping past few weeks. Wait for analyst 's downgrade reports before taking any action? | ||||
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javierzanetti
Member |
07-Nov-2018 11:25
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very suspicious | ||||
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