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anthonykwong Supreme	23-Mar-2017 12:59        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	When i invest in stocks, i look at : 1. Nature of business 2. Company prospects This is a good business . Cash generating. My friend owned a coffeeshop so i know : ) Company prospects very good. A lot of F & B ideas tp play with. 1. Kimly Niang Dou Foo Brand Name Food Stalls Chain 2. Develop , Own, Operate, Collect Rentals in Myanmar Vietnam hawker centres and food courts style markets
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sengsk Elite	23-Mar-2017 12:56        sengsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	Coming soon for the try of luck !! sengsk      ( Date: 23-Mar-2017 09:08) Posted: I' m waiting for 0.54 Bad to tell Short. But, it should be a chance for fast $ Sorry, Personal view only.
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destinykraze Elite	23-Mar-2017 12:53        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	How do you explain starhub' s  P/B of 25.26? It has been around for 12 years. Its P/B even hit over 35 times at $4. jeremyow      ( Date: 23-Mar-2017 12:48) Posted: Just to illustrate the current euphoria in trading of Kimly' s shares maybe going out of hand. If we use the pro forma post-IPO NAV provided by Kimly' s prospectus of 4.56 cents and its current traded price of $0.52 per share, its P/B ratio is priced around 11.4 currently. Even if the upcoming future prospects of Kimly is good and its NAV continues to rise say up to 6 cents per share after this full year 2017 of expansion and operations and its P/B ratio should come down a bit to 8.7, I do not think it still justify to pay such a high price of $0.52 per share. I extracted out below the various P/B ratios of a few different companies operating in the F& B sector and noticed this is what they are trading at currently as compared to Kimly. BreadTalk' s P/B = 2.76 Jumbo' s P/B = 6.653 Japan Food Holding' s P/B = 2.425 Kimly' s P/B = 11.4 This is quite a big contrast of Kimly to other public listed established F& B players in the market. And some of these F& B players have already expanded their operations overseas. From the price Mr Market is paying now for Kimly, I really think it is overdone. But well, there are big hands playing Kimly now, so the movement of its share price certainly has veered away from its fundamentals due to market manipulation and behaviour. And short term wise we still may expect illogical heightened euphoria in Kimly until the music finally ends. There is simply no way that such a high P/B ratio much higher than other of its peers can be sustained on a long term basis unless Kimly is a " superman" company.
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Adtower Veteran	23-Mar-2017 12:52        Adtower About Contact  Quote this Post!
x 0   x 0  Alert Admin	Aiyo this new ipo still so hot now if don' t make fast money now then when?cash of your cash before it cooling down will do   jeremyow      ( Date: 23-Mar-2017 12:48) Posted: Just to illustrate the current euphoria in trading of Kimly' s shares maybe going out of hand. If we use the pro forma post-IPO NAV provided by Kimly' s prospectus of 4.56 cents and its current traded price of $0.52 per share, its P/B ratio is priced around 11.4 currently. Even if the upcoming future prospects of Kimly is good and its NAV continues to rise say up to 6 cents per share after this full year 2017 of expansion and operations and its P/B ratio should come down a bit to 8.7, I do not think it still justify to pay such a high price of $0.52 per share. I extracted out below the various P/B ratios of a few different companies operating in the F& B sector and noticed this is what they are trading at currently as compared to Kimly. BreadTalk' s P/B = 2.76 Jumbo' s P/B = 6.653 Japan Food Holding' s P/B = 2.425 Kimly' s P/B = 11.4 This is quite a big contrast of Kimly to other public listed established F& B players in the market. And some of these F& B players have already expanded their operations overseas. From the price Mr Market is paying now for Kimly, I really think it is overdone. But well, there are big hands playing Kimly now, so the movement of its share price certainly has veered away from its fundamentals due to market manipulation and behaviour. And short term wise we still may expect illogical heightened euphoria in Kimly until the music finally ends. There is simply no way that such a high P/B ratio much higher than other of its peers can be sustained on a long term basis unless Kimly is a " superman" company.
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jeremyow Master	23-Mar-2017 12:48        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	Just to illustrate the current euphoria in trading of Kimly' s shares maybe going out of hand. If we use the pro forma post-IPO NAV provided by Kimly' s prospectus of 4.56 cents and its current traded price of $0.52 per share, its P/B ratio is priced around 11.4 currently. Even if the upcoming future prospects of Kimly is good and its NAV continues to rise say up to 6 cents per share after this full year 2017 of expansion and operations and its P/B ratio should come down a bit to 8.7, I do not think it still justify to pay such a high price of $0.52 per share. I extracted out below the various P/B ratios of a few different companies operating in the F& B sector and noticed this is what they are trading at currently as compared to Kimly. BreadTalk' s P/B = 2.76 Jumbo' s P/B = 6.653 Japan Food Holding' s P/B = 2.425 Kimly' s P/B = 11.4 This is quite a big contrast of Kimly to other public listed established F& B players in the market. And some of these F& B players have already expanded their operations overseas. From the price Mr Market is paying now for Kimly, I really think it is overdone. But well, there are big hands playing Kimly now, so the movement of its share price certainly has veered away from its fundamentals due to market manipulation and behaviour. And short term wise we still may expect illogical heightened euphoria in Kimly until the music finally ends. There is simply no way that such a high P/B ratio much higher than other of its peers can be sustained on a long term basis unless Kimly is a " superman" company.
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Adtower Veteran	23-Mar-2017 12:48        Adtower About Contact  Quote this Post!
x 0   x 0  Alert Admin	💪 💪 💪 💪
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anthonykwong Supreme	23-Mar-2017 12:38        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Added 10 lot today just now at 51.5 . Will hold for about 6 months to 1 year. Confident can see 65 cents to 85 cents. I am not just investing in a profitable cash generating coffeeshops business we all can identify with, We are also investing in "Local Uniquely Singapore Culture" . Army boys : " Uncle, Milo please" Coffeeshop Uncle : "Ka Qiu Ji Buai........." It is so " culturally relaxing" when we hear this. : ) destinykraze      ( Date: 23-Mar-2017 12:26) Posted: 5 million volume buy up in 5 mins. big hands taking charge.
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destinykraze Elite	23-Mar-2017 12:26        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	5 million volume buy up in 5 mins. big hands taking charge.
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destinykraze Elite	23-Mar-2017 12:24        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	Watch!!!! Moving $0.53! shortists burned!
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anthonykwong Supreme	23-Mar-2017 11:34        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	When Koufu go for IPO, Kimly will rocket up. Or Kimly will rocket up 1st then Koufu go for IPO . destinykraze      ( Date: 23-Mar-2017 11:27) Posted: Yes, but you need to weigh it against the pros too not just the cons, some discussion here obviously biased. $0.20-$0.30- lol. Then why would strong backers such as temasek holdings even be bothered with this counter for meagre profit- or even losses? Their net profit of $20million+ is much better than jumbo and breaktalk' s $10million+ Recession proof business. Coffee shop is part and parcel of our lives and there is always demand for economical food during good or bad times. 27 years of track record. At least 50% of net profit for dividends! No debts. Of course, if tmr we have a pandemic, nobody eats at coffee shop, like the SARS. It would be badly affected. But how likely is that to happen. sengsk      ( Date: 23-Mar-2017 10:56) Posted: Nothing can be right as well Nothing can be wrong. Even the GOD also do not know. There are too many factor that can also cause situation change overnight.
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anthonykwong Supreme	23-Mar-2017 11:29        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another idea is : Create Mini Food Courts & Mini Coffeeshops ~ All Halal to target Halal customers Rent to sell Malay and Indonesian cuisine For drinks stall, operate by kimly. Employ those teh tarik skilful staff. anthonykwong      ( Date: 23-Mar-2017 11:13) Posted: My suggestion to Kimly mgtment : Centralize your Niang Dou Foo Kitchen & Factory. Start a Kimly Niang Dou Foo Food Stalls across all your coffeeshops. If your Niang Dou Foo is good , can do supply too. Employ those skilful aunties uncles for this. Create jobs.
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destinykraze Elite	23-Mar-2017 11:27        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 1   x 0  Alert Admin	Yes, but you need to weigh it against the pros too not just the cons, some discussion here obviously biased. $0.20-$0.30- lol. Then why would strong backers such as temasek holdings even be bothered with this counter for meagre profit- or even losses? Their net profit of $20million+ is much better than jumbo and breaktalk' s $10million+ Recession proof business. Coffee shop is part and parcel of our lives and there is always demand for economical food during good or bad times. 27 years of track record. At least 50% of net profit for dividends! No debts. Of course, if tmr we have a pandemic, nobody eats at coffee shop, like the SARS. It would be badly affected. But how likely is that to happen. sengsk      ( Date: 23-Mar-2017 10:56) Posted: Nothing can be right as well Nothing can be wrong. Even the GOD also do not know. There are too many factor that can also cause situation change overnight. destinykraze      ( Date: 23-Mar-2017 10:45) Posted: lol, $0.20-$0.30. You can wait long long. That was what people say when they couldn' t get jumbo shares, f& b stock drops to $0.10 due to low volume.
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anthonykwong Supreme	23-Mar-2017 11:13        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	My suggestion to Kimly mgtment : Centralize your Niang Dou Foo Kitchen & Factory. Start a Kimly Niang Dou Foo Food Stalls across all your coffeeshops. If your Niang Dou Foo is good , can do supply too. Employ those skilful aunties uncles for this. Create jobs.
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sengsk Elite	23-Mar-2017 10:56        sengsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing can be right as well Nothing can be wrong. Even the GOD also do not know. There are too many factor that can also cause situation change overnight. destinykraze      ( Date: 23-Mar-2017 10:45) Posted: lol, $0.20-$0.30. You can wait long long. That was what people say when they couldn' t get jumbo shares, f& b stock drops to $0.10 due to low volume. WL123456      ( Date: 23-Mar-2017 10:42) Posted: a year later , there will be many here staring at price level of $0.20 - $0.30. Those pre ipo beneficiaries ain't gonna say thank you to these suckers . $0.50 can buy you shares that are much more proven . Best of luck .
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anthonykwong Supreme	23-Mar-2017 10:50        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tell that to Jumbo. Now 72 cents and hitting $1 like Sheng Siong soon. Kimly most likely going to expand in Malaysia food courts and Myanmar Hawker Centres. Remember Aung San Suu Kyi visit here ? What they talk about ? : ) WL123456      ( Date: 23-Mar-2017 10:42) Posted: a year later , there will be many here staring at price level of $0.20 - $0.30. Those pre ipo beneficiaries ain't gonna say thank you to these suckers . $0.50 can buy you shares that are much more proven . Best of luck .
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WL123456 Supreme	23-Mar-2017 10:46        WL123456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	We shall see . destinykraze      ( Date: 23-Mar-2017 10:45) Posted: lol, $0.20-$0.30. You can wait long long. That was what people say when they couldn' t get jumbo shares, f& b stock drops to $0.10 due to low volume. WL123456      ( Date: 23-Mar-2017 10:42) Posted: a year later , there will be many here staring at price level of $0.20 - $0.30. Those pre ipo beneficiaries ain't gonna say thank you to these suckers . $0.50 can buy you shares that are much more proven . Best of luck .
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destinykraze Elite	23-Mar-2017 10:45        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	lol, $0.20-$0.30. You can wait long long. That was what people say when they couldn' t get jumbo shares, f& b stock drops to $0.10 due to low volume. WL123456      ( Date: 23-Mar-2017 10:42) Posted: a year later , there will be many here staring at price level of $0.20 - $0.30. Those pre ipo beneficiaries ain't gonna say thank you to these suckers . $0.50 can buy you shares that are much more proven . Best of luck .
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anthonykwong Supreme	23-Mar-2017 10:45        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Beware of those who tried to sing dowm this kimly stock, they just wanna buy cheap. Heard of that food court in Sogo Raffles City in 1995 made who striked his 1st pot of gold there ? Now he is very famous tycoon : )
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WL123456 Supreme	23-Mar-2017 10:42        WL123456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	a year later , there will be many here staring at price level of $0.20 - $0.30. Those pre ipo beneficiaries ain't gonna say thank you to these suckers . $0.50 can buy you shares that are much more proven . Best of luck .
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ken777 Veteran	23-Mar-2017 10:32        ken777 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seem like a lot of fake wall  hawkeye2010      ( Date: 23-Mar-2017 10:07) Posted: Most welcome, jeremyow. Thanks for your insight. Cheers! jeremyow      ( Date: 23-Mar-2017 09:50) Posted: http://news.asiaone.com/news/business/winners-and-losers-kimlys-ipo Thanks Hawkeye2010 for sharing the link from AsiaOne' s business news about Kimly' s IPO. I attach the link again for the ease of accessing it by clicking on it. Indeed, this IPO same as other IPOs are highly dynamic financial operations which involve many interested parties.  But the only constant in all cases of IPOs is that it will benefit certain interested parties more than others. Those who are wealthier (eg. accredited investors) get priority to subscribe for pre-IPO placement shares at $0.20 per share in this case lower than public' s offering of $0.25 per share. Those will connections to Kimly' s owners (insiders) like their family, extended families, relatives and friends also get to subscribe for pre-IPO shares directly or indirectly through these connections. And I think they may not be restricted to a ballot system like the public is So, these insiders and major shareholders and their connections certainly can own more pre-IPO shares before the IPO debut.  I agree with the article that probably on first day of Kimly' s trading, some of these insiders may have cashed out partially and already made good profits. Should Kimly' s share price not increase any much further, then those public who bought at current high valuations of more than $0.50 per share may end up stuck with their shares bought at higher prices and have to hold it for a long time?  Surely, there is a limit to how hot and how high the prices will rise due to the manipulations in the market. It cannot rise forever without constraint. When the music ends, some retail investors and traders will end up getting caught at higher prices due to their greed should price come back lower to more realistic valuation.  My ideal price for Kimly' s shares is definitely not above $0.50 per share even if we factor in a premium due to any upcoming catalysts in future. It does not make sense at all in terms of the correct valuation (when compared to other peers in the F& B industry) even if their coffee shop businesses are that stable and good. Unless they are even really better than the other known names like BreadTalk, Jumbo and the rest, then perhaps there is strong reason for their shares to be traded at high valuations than their peers. If not, the current euphoria and excitement in chasing up its share prices is but only temporary (for the interested parties to distribute and exit) and not sustainable at such high valuations. In that same note, good luck to those who bought at higher than $0.50! Hope one can sell even higher and exit before the music ends in future!
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