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huangyuanhe Supreme	21-Mar-2017 10:37        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	if you can, find out how many of Kimly Coffeshops lease going to expire this year  this is very important besides a good honest reliable high integrity management nqing87      ( Date: 21-Mar-2017 10:32) Posted: i do agree that lots of company will list at the time where their results is best, so as to be able to attract ppl to invest.. the IPO purpose is to suck ppl money.. i think recently Vizbrand is seeking to relist back, after delisted in 2013.. this is obviously due to the fact that currently food sector are highly valued in sg market, and this vizbrand owner is cunning.. delist at low price, relist at high price.. poof, tonnes of money for him.. this kind of company likely wont reward their shareholders, only finding opportunity to suck ppl money to enrich themselves.. but well, sgx will be more than happy to welcome another company to list to get their income & also create the impression that market confidence is back.. For kimly, since they are running traditional business, i think their income should be stable.. unless there' s hanky panky going around which we do not know and this is out of our control.. stable is good especially in recession times, but most important is how to grow the business.. i dont see kimly having a high chance of growing further  in this matured coffe shop business, unless their online delivery venture is successful (which is hard also considering there' s also growing competition in online food delivery since it is not difficult to enter this kind of business) huangyuanhe      ( Date: 21-Mar-2017 10:20) Posted: dont read too much into it during IPO presentation, always the Best Presentations  Before and After  look at a lot of companies before IPO earnings forecast and after IPO actual earnings (or some even loss) not sure about Kimly, but other companies usually the management will say Costs go Up lah.... Expense this Go up lah .....Economy lah... (just see the Annual Reports.....a lot of fantastic writeups and reasonings.....) Case Study : Healthway Medical
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huangyuanhe Supreme	21-Mar-2017 10:33        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	the irony is : there are A Lot of Companies IPO for many years already, proven managment good track records, proven earnings for many years, brands established fot many many years, yet they are " unappreciated, under valued" by most investors thus....sooner or later, you cannot blame them for wanting to Privatize and Delist cos what' s the meaning of getting listed if you do not need ot tap into the Capital Markets here   sengsk      ( Date: 21-Mar-2017 10:27) Posted: huangyuanhe      ( Date: 21-Mar-2017 10:20) Posted: dont read too much into it during IPO presentation, always the Best Presentations  Before and After  look at a lot of companies before IPO earnings forecast and after IPO actual earnings (or some even loss) not sure about Kimly, but other companies usually the management will say Costs go Up lah.... Expense this Go up lah .....Economy lah... (just see the Annual Reports.....a lot of fantastic writeups and reasonings.....) Case Study : Healthway Medical
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nqing87 Supreme	21-Mar-2017 10:32        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i do agree that lots of company will list at the time where their results is best, so as to be able to attract ppl to invest.. the IPO purpose is to suck ppl money.. i think recently Vizbrand is seeking to relist back, after delisted in 2013.. this is obviously due to the fact that currently food sector are highly valued in sg market, and this vizbrand owner is cunning.. delist at low price, relist at high price.. poof, tonnes of money for him.. this kind of company likely wont reward their shareholders, only finding opportunity to suck ppl money to enrich themselves.. but well, sgx will be more than happy to welcome another company to list to get their income & also create the impression that market confidence is back.. For kimly, since they are running traditional business, i think their income should be stable.. unless there' s hanky panky going around which we do not know and this is out of our control.. stable is good especially in recession times, but most important is how to grow the business.. i dont see kimly having a high chance of growing further  in this matured coffe shop business, unless their online delivery venture is successful (which is hard also considering there' s also growing competition in online food delivery since it is not difficult to enter this kind of business) huangyuanhe      ( Date: 21-Mar-2017 10:20) Posted: dont read too much into it during IPO presentation, always the Best Presentations  Before and After  look at a lot of companies before IPO earnings forecast and after IPO actual earnings (or some even loss) not sure about Kimly, but other companies usually the management will say Costs go Up lah.... Expense this Go up lah .....Economy lah... (just see the Annual Reports.....a lot of fantastic writeups and reasonings.....) Case Study : Healthway Medical nqing87      ( Date: 21-Mar-2017 10:13) Posted: i read in article that at 25 cents, p/e is about 12.. so if 40 cents, than p/e is about 19.. is the profit that the article using to calculate  based on the profit attributable to shareholders?
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sengsk Elite	21-Mar-2017 10:27        sengsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	huangyuanhe      ( Date: 21-Mar-2017 10:20) Posted: dont read too much into it during IPO presentation, always the Best Presentations  Before and After  look at a lot of companies before IPO earnings forecast and after IPO actual earnings (or some even loss) not sure about Kimly, but other companies usually the management will say Costs go Up lah.... Expense this Go up lah .....Economy lah... (just see the Annual Reports.....a lot of fantastic writeups and reasonings.....) Case Study : Healthway Medical nqing87      ( Date: 21-Mar-2017 10:13) Posted: i read in article that at 25 cents, p/e is about 12.. so if 40 cents, than p/e is about 19.. is the profit that the article using to calculate  based on the profit attributable to shareholders?
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huangyuanhe Supreme	21-Mar-2017 10:20        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	dont read too much into it during IPO presentation, always the Best Presentations  Before and After  look at a lot of companies before IPO earnings forecast and after IPO actual earnings (or some even loss) not sure about Kimly, but other companies usually the management will say Costs go Up lah.... Expense this Go up lah .....Economy lah... (just see the Annual Reports.....a lot of fantastic writeups and reasonings.....) Case Study : Healthway Medical nqing87      ( Date: 21-Mar-2017 10:13) Posted: i read in article that at 25 cents, p/e is about 12.. so if 40 cents, than p/e is about 19.. is the profit that the article using to calculate  based on the profit attributable to shareholders?  jeremyow      ( Date: 21-Mar-2017 09:56) Posted: Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry. I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year? But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.
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nqing87 Supreme	21-Mar-2017 10:19        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i dont think the landlords will anyhow raise the rental prices just because they are jealous of the IPO performance of kimly.. they will only raise if the rental price is going up across whole of singapore.. as long as rental price dont go up as a whole in singapore, kimly has the negotiation power.. but anyway, now HDB dont allow purchase of coffee shop already right? huangyuanhe      ( Date: 21-Mar-2017 10:06) Posted: did Kimly in the Prospectus showed us : how many coffeeshops their lease going to expire in 6 months, how many in 1 year , how many next year ...... this is very very important. I expect landlords will say : kimly towkays now listed all very rich tycoons driving mar-ser-dee le, net worth all x 25 times already..... so do you think landlords will UP rentals ?  jeremyow      ( Date: 21-Mar-2017 09:56) Posted: Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry. I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year? But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.
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nqing87 Supreme	21-Mar-2017 10:13        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i read in article that at 25 cents, p/e is about 12.. so if 40 cents, than p/e is about 19.. is the profit that the article using to calculate  based on the profit attributable to shareholders?  jeremyow      ( Date: 21-Mar-2017 09:56) Posted: Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry. I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year? But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.
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huangyuanhe Supreme	21-Mar-2017 10:12        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	of course net worth x   25 times is an exxageration, maybe net worth 10 x times   if landlords UP rentals on coffeeshops, what will happen to P & L ? Margins eroded ? P & L forecast based on IPO to eb re-adjusted ? PE more than 50 ? huangyuanhe      ( Date: 21-Mar-2017 10:06) Posted: did Kimly in the Prospectus showed us : how many coffeeshops their lease going to expire in 6 months, how many in 1 year , how many next year ...... this is very very important. I expect landlords will say : kimly towkays now listed all very rich tycoons driving mar-ser-dee le, net worth all x 25 times already..... so do you think landlords will UP rentals ?  jeremyow      ( Date: 21-Mar-2017 09:56) Posted: Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry. I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year? But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.
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huangyuanhe Supreme	21-Mar-2017 10:06        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	did Kimly in the Prospectus showed us : how many coffeeshops their lease going to expire in 6 months, how many in 1 year , how many next year ...... this is very very important. I expect landlords will say : kimly towkays now listed all very rich tycoons driving mar-ser-dee le, net worth all x 25 times already..... so do you think landlords will UP rentals ?  jeremyow      ( Date: 21-Mar-2017 09:56) Posted: Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry. I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year? But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.
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huangyuanhe Supreme	21-Mar-2017 10:00        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	Exactly.   Well Said. jeremyow      ( Date: 21-Mar-2017 09:56) Posted: Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry. I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year? But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.
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risktaker Supreme	21-Mar-2017 09:58        risktaker About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Posts are opinions. Do not take it as investment advise "
x 0   x 0  Alert Admin	32 cents to 38 cents range is fair
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chanbs Elite	21-Mar-2017 09:57        chanbs About Contact  Quote this Post!
x 0   x 0  Alert Admin	irrational buy / sell .... 41.5 cts safe ?
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jeremyow Master	21-Mar-2017 09:56        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	Kimly' s P/E ratio for full year 2016 is currently around 38.5 based on the price of $0.40 and their IPO audited statements. If we compare Kimly to its F& B peers like BreadTalk and Jumbo' s 2016 full year P/E ratios, BreadTalk' s P/E ratio is 31.86 while Jumbo' s P/E ratio is 29.98. So, Kimly maybe still slightly valued at higher than its peer F& B companies. Of course, the businesses that they are each in are different even though they are all operating in the same F& B industry. I estimate that there maybe still a bit of room for Kimly' s share price to come down a little to more realistic levels maybe around $0.31 to $0.34 after the IPO excitement settles down. Then, this will be the more comfortable range to consider Kimly' s shares as an artificially pushed up share price due to IPO is not sustainable in the long run. Just a matter of time it will be revalued to more realistic levels after the initial excitement settles down. Maybe few weeks, few months or even one year? But, of course the lower we buy its shares, the better it will be. Do also take note the progress of Kimly in this and next few years will also affect the movement of its share prices.
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huangyuanhe Supreme	21-Mar-2017 09:53        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	such IPO style is " smart" but to me " cunning and shrewd" ...but is it fair ? if they apply such " fairness" to their IPO process   then what kind of management style would we expect from them ?       huangyuanhe      ( Date: 21-Mar-2017 09:49) Posted: thus, the next IPO you shall see they float 25% , 24.88888 % go to Private Placements , Only 0.1 go to Public Investors to Subscribe  then Trading starts, Placement Investors SURE WIN, opening price High HIgh.....then distribute ...distribute......to RETAILERS  huangyuanhe      ( Date: 21-Mar-2017 09:43) Posted: it they dont distribute to Retailers, Kimly will   make history: the 1st Company fastest world record in IPO and get delisted due to Public Float less than 10%.
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huangyuanhe Supreme	21-Mar-2017 09:49        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	thus, the next IPO you shall see they float 25% , 24.88888 % go to Private Placements , Only 0.1 go to Public Investors to Subscribe  then Trading starts, Placement Investors SURE WIN, opening price High HIgh.....then distribute ...distribute......to RETAILERS  huangyuanhe      ( Date: 21-Mar-2017 09:43) Posted: it they dont distribute to Retailers, Kimly will   make history: the 1st Company fastest world record in IPO and get delisted due to Public Float less than 10%.   huangyuanhe      ( Date: 21-Mar-2017 09:39) Posted: REMEMBER THIS : IPO 170 MIL PRIVATE PLACEMENTS ONLY 3 MIL OR SO TO PUCLIC RETAILERS , WHY ?   SO, THEY NEED TO DISTRIBUTE TO RETAILERS , ELSE MEANINGLESS
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huangyuanhe Supreme	21-Mar-2017 09:43        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	it they dont distribute to Retailers, Kimly will   make history: the 1st Company fastest world record in IPO and get delisted due to Public Float less than 10%.   huangyuanhe      ( Date: 21-Mar-2017 09:39) Posted: REMEMBER THIS : IPO 170 MIL PRIVATE PLACEMENTS ONLY 3 MIL OR SO TO PUCLIC RETAILERS , WHY ?   SO, THEY NEED TO DISTRIBUTE TO RETAILERS , ELSE MEANINGLESS huangyuanhe      ( Date: 21-Mar-2017 09:37) Posted: See ? Retailers dont gan jiong, now BBs waiting.....ONLY after a while, no prawns fish also can
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huangyuanhe Supreme	21-Mar-2017 09:39        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	REMEMBER THIS : IPO 170 MIL PRIVATE PLACEMENTS ONLY 3 MIL OR SO TO PUCLIC RETAILERS , WHY ?   SO, THEY NEED TO DISTRIBUTE TO RETAILERS , ELSE MEANINGLESS huangyuanhe      ( Date: 21-Mar-2017 09:37) Posted: See ? Retailers dont gan jiong, now BBs waiting.....ONLY after a while, no prawns fish also can
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huangyuanhe Supreme	21-Mar-2017 09:37        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	See ? Retailers dont gan jiong, now BBs waiting.....ONLY after a while, no prawns fish also can
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huangyuanhe Supreme	21-Mar-2017 09:34        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	See ? Correct right ?  BB selling to BB is like : Boss making coffee to staff , collect $ from staff, pay $ from coffee to staff as wages ..... meaningless huangyuanhe      ( Date: 21-Mar-2017 09:30) Posted: that 42 cents eating up is so obvious.  BB selling to BB.   Not   distribution to retailers.
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huangyuanhe Supreme	21-Mar-2017 09:30        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	that 42 cents eating up is so obvious.  BB selling to BB.   Not   distribution to retailers.
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