Back

Latest Forum Topics / BreadTalk

Post Reply

BREADTALK GROUP LIMITED Post Reply Rate topic
Octavia Elite	08-Apr-2013 09:51        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 1   x 0  Alert Admin	OCBC downgrades to Sell with $0.77 TP. Note that the 12% correction in BreadTalk’s share price over the past two days has helped to temper the sudden spike from late-Mar, and house take this opportunity to caution investors against getting too carried away. In view, a takeover by Minor International is remote at this juncture. Despite impressive yearly double-digit revenue growth, BreadTalk has yet to translate the success to its operating margins. Although its ongoing expansion plans are partly to blame, the pace of the margin declines does create some concerns over its operational efficiencies in the long-run. In addition, with FY13 PATMI and dividend growth unlikely to differ much from recent performances, deem BreadTalk expensive at current price levels and urge investors to take profit.
Useful To Me  Not Useful To Me
guoyanyunyan Elite	05-Apr-2013 08:49        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	... Married Deal: Vol: 1,518 Value: $1,674,354 ie $1.103 /share Prev Close: $1.080...
Useful To Me  Not Useful To Me
oldflyingfox Master	03-Apr-2013 19:34        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just announced that Primacy has raised their shareholding to 10% level.
Useful To Me  Not Useful To Me
chinastar Senior	03-Apr-2013 10:08        chinastar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Enjoy eating at terminal 21:) infancybird      ( Date: 02-Apr-2013 09:50) Posted: Primacy investment from Thailand is 100% own by MINT gp and the latter is very strong financially and it also has long tract record of mulitple M& A , acquiring many hotels and food business all over the world, esp those in popular tourist areas/countries. Its food/catering/hospitiality  busineses  in Spore is also significant. Breadtalk can be acquired by MINT. Recently they started buying breadtalk shares starting from about 60cts and accumulate periodically till todate. Very significant gain. guoyanyunyan      ( Date: 27-Mar-2013 09:18) Posted: BreadTalk Group: Have a MINT, Have a BreadTalk Not Rated Primacy Investment, a wholly-owned subsidiary of Minor International (MINT) in Thailand, surfaced as a shareholder in January and purchased an additional 2.58% last week at an average of SGD0.83 a share, reaffirming our suspicions that Minor may just be getting started. With BreadTalk’s premium reputation as a bread operator, and entrenched position in Asia, this could be the prized jewel which Minor has been waiting for. BreadTalk offers MINT an excellent portal to extend its cross-selling channels, as well as an opportunity to strengthen and add prominent brands to its growing overseas portfolio. It is a leading bakery chain, which has restaurants and cafes also figuring in its portfolio. Current valuations of BreadTalk are below peers with a forward consensus P/E of 15.6x against 16.5x. We believe BreadTalk deserves a premium valuation for its multi-country success in growing its bakery chain.   ... Last Done: $0.88 ...
Useful To Me  Not Useful To Me
infancybird Senior	02-Apr-2013 09:50        infancybird About Contact  Quote this Post!
x 0   x 0  Alert Admin	Primacy investment from Thailand is 100% own by MINT gp and the latter is very strong financially and it also has long tract record of mulitple M& A , acquiring many hotels and food business all over the world, esp those in popular tourist areas/countries. Its food/catering/hospitiality  busineses  in Spore is also significant. Breadtalk can be acquired by MINT. Recently they started buying breadtalk shares starting from about 60cts and accumulate periodically till todate. Very significant gain. guoyanyunyan      ( Date: 27-Mar-2013 09:18) Posted: BreadTalk Group: Have a MINT, Have a BreadTalk Not Rated Primacy Investment, a wholly-owned subsidiary of Minor International (MINT) in Thailand, surfaced as a shareholder in January and purchased an additional 2.58% last week at an average of SGD0.83 a share, reaffirming our suspicions that Minor may just be getting started. With BreadTalk’s premium reputation as a bread operator, and entrenched position in Asia, this could be the prized jewel which Minor has been waiting for. BreadTalk offers MINT an excellent portal to extend its cross-selling channels, as well as an opportunity to strengthen and add prominent brands to its growing overseas portfolio. It is a leading bakery chain, which has restaurants and cafes also figuring in its portfolio. Current valuations of BreadTalk are below peers with a forward consensus P/E of 15.6x against 16.5x. We believe BreadTalk deserves a premium valuation for its multi-country success in growing its bakery chain.   ... Last Done: $0.88 ...
Useful To Me  Not Useful To Me
guoyanyunyan Elite	27-Mar-2013 09:18        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	BreadTalk Group: Have a MINT, Have a BreadTalk Not Rated Primacy Investment, a wholly-owned subsidiary of Minor International (MINT) in Thailand, surfaced as a shareholder in January and purchased an additional 2.58% last week at an average of SGD0.83 a share, reaffirming our suspicions that Minor may just be getting started. With BreadTalk’s premium reputation as a bread operator, and entrenched position in Asia, this could be the prized jewel which Minor has been waiting for. BreadTalk offers MINT an excellent portal to extend its cross-selling channels, as well as an opportunity to strengthen and add prominent brands to its growing overseas portfolio. It is a leading bakery chain, which has restaurants and cafes also figuring in its portfolio. Current valuations of BreadTalk are below peers with a forward consensus P/E of 15.6x against 16.5x. We believe BreadTalk deserves a premium valuation for its multi-country success in growing its bakery chain.   ... Last Done: $0.88 ...
Useful To Me  Not Useful To Me
ynnek1267 Master	11-Mar-2013 22:55        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What go up must come down. Supergroup and breakdown is Lao saiing. Wahahahaga
Useful To Me  Not Useful To Me
yhtanyhtan Member	11-Mar-2013 22:10        yhtanyhtan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hey short term traders, dun keep on selling leh.... Break talk got long term hope..... good business.... where everyone selling fast????
Useful To Me  Not Useful To Me
Dividend_Warrior Senior	10-Mar-2013 22:07        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	Yes.    Confidence for the future!!!  stockseeker      ( Date: 10-Mar-2013 09:35) Posted: From BT: Profitable Firms Likely to Benefit More From Wage Credit Scheme. http://www.businesstimes.com.sg/premium/top-stories/profitable-firms-likely-profit-more-wage-credit-20130309 Look at Super Group. Profitable? Yes. Mega Profits? No. Share Price? Above 3 dollars. Key Takeaway? Investor Confidence.
Useful To Me  Not Useful To Me
stockseeker Member	10-Mar-2013 09:35        stockseeker About Contact  Quote this Post!
x 0   x 0  Alert Admin	From BT: Profitable Firms Likely to Benefit More From Wage Credit Scheme. http://www.businesstimes.com.sg/premium/top-stories/profitable-firms-likely-profit-more-wage-credit-20130309 Look at Super Group. Profitable? Yes. Mega Profits? No. Share Price? Above 3 dollars. Key Takeaway? Investor Confidence.
Useful To Me  Not Useful To Me
Dividend_Warrior Senior	09-Mar-2013 17:50        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	Yes. Everyday $ collecting in. Then, use the $ to pay rental to the REITs. So, in the end, REITs huat ah!!!!!!!  sengsk      ( Date: 08-Nov-2012 19:03) Posted: Yes, I totally agreed with you. Everyday $ collecting in and its purely cash in . Good earning company............... infancybird      ( Date: 08-Nov-2012 17:33) Posted: Correction..... Toast Box is selling all milk tea and coffee at SGD 1.00 only. Go check it out. By the way, Toast Box is always crowded, you  may change your mind after all.    Their Din Tai Fung rest is doing extremely well too,  patrons include many Indian, Chinese, Filipino, Caucasian  and other races(non muslim). Long queue  at meal times too. Don`t listen to analyst downgrade or upgrade stories, its a growing company.
Useful To Me  Not Useful To Me
Dividend_Warrior Senior	09-Mar-2013 17:36        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	Yes. I love the xiao long baos at Din Tai Fung!!!!! Yummy!!!   infancybird      ( Date: 08-Nov-2012 17:33) Posted: Correction..... Toast Box is selling all milk tea and coffee at SGD 1.00 only. Go check it out. By the way, Toast Box is always crowded, you  may change your mind after all.    Their Din Tai Fung rest is doing extremely well too,  patrons include many Indian, Chinese, Filipino, Caucasian  and other races(non muslim). Long queue  at meal times too. Don`t listen to analyst downgrade or upgrade stories, its a growing company.      wangerism      ( Date: 08-Nov-2012 17:11) Posted: but their overseas operations are buzzing with peeps...
Useful To Me  Not Useful To Me
Dividend_Warrior Senior	09-Mar-2013 17:34        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	6.9 million population coming. More people eating bread lor......  oldflyingfox      ( Date: 08-Mar-2013 23:14) Posted: Anybody know why this counter has been moving up strongly these few days?
Useful To Me  Not Useful To Me
yhtanyhtan Member	09-Mar-2013 16:56        yhtanyhtan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi flying fox, so u are into breadtalk share too.... Two weeks ago.... All Malaysia and Singapore sti drops plus many singapore shares drops but breadtalk remain consistent at 0.77 for five days.... Long term investor must have recognize breadtalk as good long term shares. Breadtalk business is well diversified into other Asian countries too... :) I believe this can be a factor why the share had surge to 0.89 recently...:)
Useful To Me  Not Useful To Me
akchua Senior	09-Mar-2013 09:10        akchua About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bread Talk profit has been hit very hard by government labor policy and high rental. Running such a big organization, their Yr 2012 profit is only 13 million. Most construction company like HockLianSeng, TA corp etc have better profit, better dividend and priced much much cheaper than BT. NTA of BT is only 29.4 cents, we need to be wary recent spike in their trading price, high possibility of placement or right issue. Trade with care people. sengsk      ( Date: 08-Nov-2012 19:03) Posted: Yes, I totally agreed with you. Everyday $ collecting in and its purely cash in . Good earning company............... infancybird      ( Date: 08-Nov-2012 17:33) Posted: Correction..... Toast Box is selling all milk tea and coffee at SGD 1.00 only. Go check it out. By the way, Toast Box is always crowded, you  may change your mind after all.    Their Din Tai Fung rest is doing extremely well too,  patrons include many Indian, Chinese, Filipino, Caucasian  and other races(non muslim). Long queue  at meal times too. Don`t listen to analyst downgrade or upgrade stories, its a growing company.
Useful To Me  Not Useful To Me
Blanchard Senior	08-Mar-2013 23:24        Blanchard About Contact  Quote this Post! Style: Combined   Mood: Yells: "Winners cry..... Losers smile....."
x 0   x 0  Alert Admin	Hope there will not be  any rights issue/shares placement. Not vested.
Useful To Me  Not Useful To Me
oldflyingfox Master	08-Mar-2013 23:14        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anybody know why this counter has been moving up strongly these few days?
Useful To Me  Not Useful To Me
sengsk Senior	08-Nov-2012 19:03        sengsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, I totally agreed with you. Everyday $ collecting in and its purely cash in . Good earning company............... infancybird      ( Date: 08-Nov-2012 17:33) Posted: Correction..... Toast Box is selling all milk tea and coffee at SGD 1.00 only. Go check it out. By the way, Toast Box is always crowded, you  may change your mind after all.    Their Din Tai Fung rest is doing extremely well too,  patrons include many Indian, Chinese, Filipino, Caucasian  and other races(non muslim). Long queue  at meal times too. Don`t listen to analyst downgrade or upgrade stories, its a growing company.      wangerism      ( Date: 08-Nov-2012 17:11) Posted: but their overseas operations are buzzing with peeps...
Useful To Me  Not Useful To Me
infancybird Senior	08-Nov-2012 17:33        infancybird About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correction..... Toast Box is selling all milk tea and coffee at SGD 1.00 only. Go check it out. By the way, Toast Box is always crowded, you  may change your mind after all.    Their Din Tai Fung rest is doing extremely well too,  patrons include many Indian, Chinese, Filipino, Caucasian  and other races(non muslim). Long queue  at meal times too. Don`t listen to analyst downgrade or upgrade stories, its a growing company.      wangerism      ( Date: 08-Nov-2012 17:11) Posted: but their overseas operations are buzzing with peeps...   Juzztrade      ( Date: 08-Nov-2012 09:56) Posted: It too expensive!  My view only. The pork floss bread is not a healthy choice
Useful To Me  Not Useful To Me
wangerism Veteran	08-Nov-2012 17:11        wangerism About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	but their overseas operations are buzzing with peeps...   Juzztrade      ( Date: 08-Nov-2012 09:56) Posted: It too expensive!  My view only. The pork floss bread is not a healthy choice. bishan22      ( Date: 08-Nov-2012 05:55) Posted: i boycott toast box as their miserable small cuppa of tea cost 1.80. Hawker centre cost 0.70. Retirees and students will feel the pinch.
Useful To Me  Not Useful To Me

                                                         First   < Newer   21-40 of 116   Older>   Last