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Super Coffee
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warrenbegger
Elite |
24-Feb-2011 19:12
Yells: "Anyhow Buy Anyhow Die ^_^" |
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I also dont know. I bot 0.810 last year, saw it hit 1.52 and this few day down so much no choice this morning sell all at 1.35. STI really kanna gang rape hard this time.
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crystal1818
Veteran |
24-Feb-2011 16:40
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Why the sudden dropped in price from 1.4x to 1.2x? | ||
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Cookie
Member |
24-Feb-2011 15:58
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ohboyohboyohboy... cuppa overbred huh?!... what da story like.... |
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warrenbegger
Elite |
23-Feb-2011 23:30
Yells: "Anyhow Buy Anyhow Die ^_^" |
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Super is a home-grown brand in Singapore and it remains a major market for us. We have since replicated in Southeast Asia our hugely successful marketing strategy. Industry Outlook and Future Plans The Group expects market conditions to remain competitive in the next twelve months while currency fluctuations and rising raw material costs, such as coffee bean and sugar price, will impact the Group’s operating performance. However, management is familiar with these challenges and will continue to take appropriate actions in managing their impact on the Group’s businesses. With increasing raw material costs, the Group will continue to review the retail prices of its products taking into account competitors’ actions in the key markets. The Group will continuously focus its efforts on the dual-engine of growth – Branded Consumer and Ingredients sales. In view of the robust demand for the Group’s non-dairy creamer, especially in the China market, management is installing an additional production line to expand the Group’s annual production capacity to 100,000 metric tons from 75,000 metric tons by 3Q11. The Group concludes the current financial year with a cash reserve of S$141.8 million and will continue to grow its core businesses and strengthen its brand. Management will also seek out synergistic business opportunities and ventures to enhance shareholder’s value.Robusta coffee bean prices peaked at about US$2,600 a ton in 2008. Right now it is already about US$2,300 to US$2,400. We believe prices will soften.
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krisluke
Supreme |
23-Feb-2011 22:11
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soaring coffee seeds increase operation expenses, thus require more $ to buy soft comm. nestle? i heard BBs selling ? ?? |
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warrenbegger
Elite |
23-Feb-2011 21:27
Yells: "Anyhow Buy Anyhow Die ^_^" |
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SOUTHEAST ASIA'S leading instant coffeemix player, Super Group, today posted revenue growth of 18.8% in FY2010 to reach S$351.8 million. Group rewards shareholders with total dividends of 5.4 cents per share for FY10, representing 50.1% of net profit We plan to launch 3 to 4 coffee-related products this year. We have the quality and food safety. China players currently do not have the technology (they are not even able to export Taiwan) while large food ingredient manufacturers like Nestle charge a premium. So there is a gap where we can fill. The manufacturers of consumer F& B products in China are very large players with large volumes given its huge population.
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warrenbegger
Elite |
23-Feb-2011 14:08
Yells: "Anyhow Buy Anyhow Die ^_^" |
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SUPER DELIVERS 46.7% YOY NET PROFIT GROWTH FOR FY10
Group rewards shareholders with total dividends of 5.4 cents per share for FY10, representing 50.1% of net profit
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warrenbegger
Elite |
23-Feb-2011 14:05
Yells: "Anyhow Buy Anyhow Die ^_^" |
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SUPER DELIVERS 46.7% YOY NET PROFIT GROWTH FOR FY10 Highlights: • Consumer and Ingredients sales Revenue jumped 18.8% YoY boosted by higher Branded• Gross profit margin increased by 2.4 percentage points YoY•
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krisluke
Supreme |
18-Jan-2011 12:36
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wah seh ! !! 147 liao. vested last year. hmm yum yum ^-^ | ||
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enghou
Senior |
17-Dec-2010 17:30
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UOBKH recommends BUY with Target price at $1.66 What’s New • Initiate with BUY. We initiate coverage on Super Group (Super) with a BUY. Stock Impact • Undervalued proxy on Asia consumption. We initiate coverage on Super with a BUY and a target price of S$1.66. This is based on a PEG of 1.0x, which we think is justified given its steady and solid 16% net profit CAGR over the next three years. Our target price implies 16.4x 2011F PE, which is within its historical PE range of 7-25x since 2003. • Strong presence in Southeast Asia. The group is a leading instant food and beverage brand owner with a strong position in Southeast Asia. Super owns more than 10 brands that target different consumer groups. The Group has a top-3 market share (for 3-in-1 coffee segment) in Singapore, Malaysia, Thailand and Myanmar. • Solid track record. The group has a solid earnings track record, with a 17% net profit CAGR over the past five years. Looking ahead, we forecast Super to register a three-year EPS CAGR of 16%, underpinned by a 10-15% rise in demand in its consumer goods segment and a stronger 22% CAGR growth in ingredient sales over 2010-12F (which account for 11-13% of group turnover in 2010-12F). • Capital management and M&A. Management is committed to a dividend payout of 50%. Given its free cash flow, we project the payout to translate to a decent dividend yield of 3.9% in 2010F and 3.7% in 2011F. As at Sep 10, its net cash was S$117.6m (S$0.21/share). Earnings Revision/Risk • We estimate Super’s EPS to rise at a 3-year CAGR of 16% in 2010-12F, driven by: a) Steady annual demand growth of 10-15% in its key markets, including Singapore, Malaysia, Vietnam and Myanmar for its branded consumer goods (mainly 3-in-1 instant coffee). In Vietnam, the group also plans to increase its distribution channels to improve market coverage. b) Strong growth from its ingredient sales division. This segment has enjoyed strong growth since its inception in 2007 and we think this division could continue to grow significantly given its scalability and the market’s strong demand for reliable suppliers of ingredients. Key markets for this segment include China and Taiwan Key risks include volatile raw material prices, forex volatility, reputational risk from contamination of raw materials and non-accretive M&A activities. Valuation/Recommendation • BUY with a target price of S$1.66, based on a PEG of 1.0x. At our target PEG of 1.0x, the implied target PE is 16.4x, which is within the stock’s historical PE band of 7-25x since 2003, and still below 1SD above its mean PE of 17.7x since 2003. As a sanity check, we estimate its DCF valuation at S$1.63, which is close to our target price. Share Price Catalyst • We see potential share price catalysts from: a) Better-than-expected earnings in 2011F (as its Indonesia and Vietnam plants commence), potential M&A due to its strong balance sheet (net cash of S$117.6m), and b) Capital management exercise (higher dividends and share buy-backs). As at Sep 10, its net cash balance was S$117.6m, a war chest for more M&A or capital management Life Is Great |
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enghou
Senior |
16-Nov-2010 20:05
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Super Group: S$1.31 NEUTRAL (TP: S$1.24) Input cost spike a concern 3Q10 results were within expectations as recurring net profit increased 71% YoY to S$14m on the back of 12% revenue growth and 7ppt gross margin expansion to 40%. Our previous BUY recommendation has played out well with share price raising 60% since our April 2010 initiation. After six consecutive quarters of expansion, GPM could soon weaken on surging input costs. At higher effective tax rate assumption of 15%, we reduce our FY10F and FY11F earnings estimates by -4% and -14% to S$49m and S$47m respectively. We increase our target multiple to 14.6x P/E (previously 11x), +1SD from its historical 11x mean to factor in a positive F&B sector sentiment ,and roll it forward to FY11F earnings estimates. Our new derived TP is S$1.24. Downgrade to NEUTRAL. 12% top-line growth. Consumer goods sales grew by 7% to S$72m from growth in Thailand, Malaysia and Mongolia. Strong non-diary cream demand in China helped ingredient sales to increase 47% to S$15m. New production capacities of 25,000 tons in Wuxi plant had commenced production in Sep10 and are filled with orders, which are backed by yearly contracts. Company is committing another US$20m to expand production capacity by 75,000 tons. 1st phase of 25,000 tons is expected to be completed by Aug 2011. 7ppt gross margin gain. In-line with lower input Robusta coffee prices of around US$1,300/ton (3Q09: US$1,600/ton), 3Q10 GPM grew 7ppt to 40%, with consumer goods commanding better GPM of >40%, as compared to ~25% of ingredient sales. After six consecutive quarters of expansion, GPM could soon weaken on surging input costs. Margins likely to contract on cost spike. Based on a 6-month lag, 3Q input costs for Robusta coffee bean and palm oil are estimated at US$1,300+/ton and US$800+/ton. Oct prices of Robusta coffee bean and palm oil have since increased to around US$1,800/ton and US$900/ton respectively. Source: DMG Make Love More, Don't Make More Enemies |
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SupremeA
Veteran |
30-Apr-2010 19:02
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lol. pun intended?
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elisa28
Member |
30-Apr-2010 17:52
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Anyone have any news on this counter, look like it is going to Cheongggggggg man. | ||
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Brendan982201
Member |
28-Sep-2009 20:30
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anything brewing?? |
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knightbridge
Veteran |
12-Nov-2008 23:46
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Very hard to play when Mr Sam (BIG boys) invest. Most small investor will get caught at the high. Look at Thai village , union steel are good example. He win most of the time. | ||
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yipyip
Master |
12-Nov-2008 22:50
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Super Coffeemix's Q3 net profit up +27%, 9 months ended -10% Super Coffeemix Manufacturing said on Wednesday that its net profit for the three months ended September 30, 2008 rose 27 per cent to S$6.2 million, from S$4.9 million a year ago as sales grew. http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_2EFF0527CDE65731482574FF0022F8E6/$file/Super_Coffeemix_3Q08_Results_Announcement.pdf?openelement |
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lucky168
Veteran |
13-Jun-2008 00:40
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takeover news over... profit falling... any more reasons for me to hold on to this? |
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zhuge_liang
Supreme |
11-Jun-2008 12:23
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Super Coffeemix "It's very disappointing. Super Coffeemix should retract back to the 60-70 cents range. The company is still a decent takeover target, because its products are distributed to many countries -- fundamentally, the company is fine," a broker said. "I think the management is looking for a 90 cents to $1 offer." |
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winsontkl
Elite |
30-May-2008 21:59
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End of story......??? | ||
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cyjjerry85
Elite |
30-May-2008 16:39
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probably cursing the story teller and the russians
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