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Kimly Limited IPO 0.25 Cents

Waiting for the sudden big drop

 

Tell you, a lot of retailers are waiting at below 40 cents, preferably 30 to 35 cents 

ronleech      ( Date: 20-Mar-2017 09:44) Posted: tgt 0.45

 

Sooner or later, BBs will just be " playing among themselves"   But this is " not very sustainable " as BBs will take a long time to distribute to the retailers.

 

huangyuanhe      ( Date: 20-Mar-2017 09:45) Posted: Now from TOP to bottom down " distribution mode" , it is more difficult to distribute this way.   Just wanna say : BBs " too greedy" to open debut price at more than +100% Gain. Scares away a lot of retailers interest. huangyuanhe      ( Date: 20-Mar-2017 09:42) Posted: Kimly BBs due to big % of Private Placement , their moves was" a bit   too greedy" , as the opening is more or less controlled by them.... if they had debuted at say $0.30 then ...will be more interesting ...

 

Now from TOP to bottom down " distribution mode" , it is more difficult to distribute this way.   Just wanna say : BBs " too greedy" to open debut price at more than +100% Gain. Scares away a lot of retailers interest.

huangyuanhe      ( Date: 20-Mar-2017 09:42) Posted: Kimly BBs due to big % of Private Placement , their moves was" a bit   too greedy" , as the opening is more or less controlled by them.... if they had debuted at say $0.30 then ...will be more interesting ... nqing87      ( Date: 20-Mar-2017 09:40) Posted: it is always not right to invest in counters over 20+ p/e in fundamental sense.. normally i only invest long term for counters below 10 p/e with more than 5% dividend and ideally no debt.. cos i know market grossly over value food counters, and therefore i made a lucky bid for IPO.. just sold my 2 lots at opening, and have to thanks the irrationality of market..

 

Can not agree more.Well Said. Hit and Run is the name of the game for those who managed to  get it before it becomes submarine..

nqing87      ( Date: 20-Mar-2017 09:30) Posted: just my opinion, it is not right to say grossly under valued by market.. market had  over-value food sectors.. u should say undervalue with respect to kimly in terms of p/e.. but anyway, kimly has no debt, and better balance sheet than quite a few other food counters.. also the nature of kimly business is more stable than few others food counters since they are those traditional coffee shop, in which people still need to eat no matter how bad economy is, ie recession proof.. so the valuation to kimly is surely to be higher than average p/e of food sector.. im only surprise about the opening price, and did not expect that it opens straight away to the price of what market will eventually value it at.. there are tonnes of better dividend counters with much lower p/e around.. but this is stock  market, where irrationality kicks in huangyuanhe      ( Date: 20-Mar-2017 09:19) Posted: Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain. Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" .   e.g. PE less than 20....etc

 

tgt 0.45

 

Kimly BBs due to big % of Private Placement , their moves was" a bit   too greedy" , as the opening is more or less controlled by them....

if they had debuted at say $0.30 then ...will be more interesting ...

nqing87      ( Date: 20-Mar-2017 09:40) Posted: it is always not right to invest in counters over 20+ p/e in fundamental sense.. normally i only invest long term for counters below 10 p/e with more than 5% dividend and ideally no debt.. cos i know market grossly over value food counters, and therefore i made a lucky bid for IPO.. just sold my 2 lots at opening, and have to thanks the irrationality of market.. huangyuanhe      ( Date: 20-Mar-2017 09:33) Posted: Just be careful . Why ? Private Placement vs Public Offering . Something is just not.....so.....right.

 

it is always not right to invest in counters over 20+ p/e in fundamental sense.. normally i only invest long term for counters below 10 p/e with more than 5% dividend and ideally no debt.. cos i know market grossly over value food counters, and therefore i made a lucky bid for IPO.. just sold my 2 lots at opening, and have to thanks the irrationality of market..

huangyuanhe      ( Date: 20-Mar-2017 09:33) Posted: Just be careful . Why ? Private Placement vs Public Offering . Something is just not.....so.....right. nqing87      ( Date: 20-Mar-2017 09:30) Posted: just my opinion, it is not right to say grossly under valued by market.. market had  over-value food sectors.. u should say undervalue with respect to kimly in terms of p/e.. but anyway, kimly has no debt, and better balance sheet than quite a few other food counters.. also the nature of kimly business is more stable than few others food counters since they are those traditional coffee shop, in which people still need to eat no matter how bad economy is, ie recession proof.. so the valuation to kimly is surely to be higher than average p/e of food sector.. im only surprise about the opening price, and did not expect that it opens straight away to the price of what market will eventually value it at.. there are tonnes of better dividend counters with much lower p/e around.. but this is stock  market, where irrationality kicks in

 

Japfa is up .   

I long it right .

huangyuanhe      ( Date: 20-Mar-2017 09:27) Posted: Jumbo moves today   Japfa moving....or going to move     huangyuanhe      ( Date: 20-Mar-2017 09:19) Posted: Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain. Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" .   e.g. PE less than 20....etc

 

Kimly getting listed is a Double Edge Sword. 

Now, landlords will say : " Wa, you get listed share price up so much very rich already....so when master leases expire, landlords will UP coffeeshop rental lease prices" This is human behavior. That' s for sure.

IPO always pricedand debut at when company is at most " attractive mode" . After a while....

huangyuanhe      ( Date: 20-Mar-2017 09:33) Posted: Just be careful . Why ? Private Placement vs Public Offering . Something is just not.....so.....right. nqing87      ( Date: 20-Mar-2017 09:30) Posted: just my opinion, it is not right to say grossly under valued by market.. market had  over-value food sectors.. u should say undervalue with respect to kimly in terms of p/e.. but anyway, kimly has no debt, and better balance sheet than quite a few other food counters.. also the nature of kimly business is more stable than few others food counters since they are those traditional coffee shop, in which people still need to eat no matter how bad economy is, ie recession proof.. so the valuation to kimly is surely to be higher than average p/e of food sector.. im only surprise about the opening price, and did not expect that it opens straight away to the price of what market will eventually value it at.. there are tonnes of better dividend counters with much lower p/e around.. but this is stock  market, where irrationality kicks in

 

Just be careful . Why ? Private Placement vs Public Offering . Something is just not.....so.....right.

nqing87      ( Date: 20-Mar-2017 09:30) Posted: just my opinion, it is not right to say grossly under valued by market.. market had  over-value food sectors.. u should say undervalue with respect to kimly in terms of p/e.. but anyway, kimly has no debt, and better balance sheet than quite a few other food counters.. also the nature of kimly business is more stable than few others food counters since they are those traditional coffee shop, in which people still need to eat no matter how bad economy is, ie recession proof.. so the valuation to kimly is surely to be higher than average p/e of food sector.. im only surprise about the opening price, and did not expect that it opens straight away to the price of what market will eventually value it at.. there are tonnes of better dividend counters with much lower p/e around.. but this is stock  market, where irrationality kicks in huangyuanhe      ( Date: 20-Mar-2017 09:19) Posted: Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain. Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" .   e.g. PE less than 20....etc

 

Guess many will take profit and see later, 100% profit too good to be missed.

 

just my opinion, it is not right to say grossly under valued by market.. market had  over-value food sectors.. u should say undervalue with respect to kimly in terms of p/e.. but anyway, kimly has no debt, and better balance sheet than quite a few other food counters.. also the nature of kimly business is more stable than few others food counters since they are those traditional coffee shop, in which people still need to eat no matter how bad economy is, ie recession proof.. so the valuation to kimly is surely to be higher than average p/e of food sector.. im only surprise about the opening price, and did not expect that it opens straight away to the price of what market will eventually value it at.. there are tonnes of better dividend counters with much lower p/e around.. but this is stock  market, where irrationality kicks in

huangyuanhe      ( Date: 20-Mar-2017 09:19) Posted: Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain. Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" .   e.g. PE less than 20....etc  huangyuanhe      ( Date: 17-Mar-2017 15:45) Posted: Next week is  " F & B" Week. It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.  A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.  Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%..... Today, I have spread some long positions on a few quality F & B counters.  Next Week is F & B Week.

 

Jumbo moves today  

Japfa moving....or going to move  

 

huangyuanhe      ( Date: 20-Mar-2017 09:19) Posted: Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain. Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" .   e.g. PE less than 20....etc  huangyuanhe      ( Date: 17-Mar-2017 15:45) Posted: Next week is  " F & B" Week. It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.  A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.  Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%..... Today, I have spread some long positions on a few quality F & B counters.  Next Week is F & B Week.

 

I didnt long Kimly today. 

1. Private Placement Shares TOO MUCH.

2. Public Offering TOO LITTLE.

3. Kimly ON MASTER LEASE (profit margins and number of coffeeshops depend on REAL LANDLORDS)   < ==>   REMEMBER THIS POINT 

huangyuanhe      ( Date: 20-Mar-2017 09:19) Posted: Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain. Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" .   e.g. PE less than 20....etc  huangyuanhe      ( Date: 17-Mar-2017 15:45) Posted: Next week is  " F & B" Week. It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.  A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.  Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%..... Today, I have spread some long positions on a few quality F & B counters.  Next Week is F & B Week.

 

SHORT!!!

 

Market values Kimly highly. PE Ratio 30. IPO Debut more than +100 % Gain.

Look Out for those established profitable F & B Stocks " currently grossly Under Valued By Market" .   e.g. PE less than 20....etc 

huangyuanhe      ( Date: 17-Mar-2017 15:45) Posted: Next week is  " F & B" Week. It depends on how they value Kimly in terms of PE Ratio and Price/Book Value Ratio.  A lot of good quailty F & B counters will therefore be deemed " grossly Under-Valued" in relation to Kimly IPO Debut Valuation.  Kimly may rise +10%, +20%, + 25% ....we shall see while existing good quality F & B counters will up + 3%, +5%..... Today, I have spread some long positions on a few quality F & B counters.  Next Week is F & B Week.

 

Now selling down all taking profit

 

sold my miserable 2 lots liao lol.. but still good money.. i remember jumbo IPO open high, and end below opening price.. anyway, congrats to those who got the IPO lots

nqing87      ( Date: 20-Mar-2017 08:57) Posted: at 50 cents, that' s about 25 p/e, which is about what most food counters are valued.. as i told u all, food counters are highly & ridiculously over valued in sg market nqing87      ( Date: 19-Mar-2017 00:52) Posted: My guess is opening around 35 cents judging from food bev counters usually being overvalued

 

Crazy open 55