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Soup Restaurant after it ipo
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Fairygal
Veteran |
21-Sep-2007 15:37
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Jupp77, Just had lunch at Soup! You have gotta to eat there! Beautiful food! Simply yummy! Anyway, coming to investing in this counter, it's a different story. |
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Jupp77
Member |
21-Sep-2007 15:34
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still no volume. Is it possible for singapore people to trade in germany? |
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tanglinboy
Elite |
20-Sep-2007 22:02
Yells: "hello!" |
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Haha... not surprising that it has low volumes. The entire stock market in Singapore is sleepy today. |
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teeth53
Supreme |
20-Sep-2007 17:11
Yells: "don't learn through life, learn to grow with life " |
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No trading lehh.....33ct ??. |
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Jupp77
Member |
20-Sep-2007 14:10
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why is the volume in singapore so low? I think the price is made in germany now. |
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Jupp77
Member |
19-Sep-2007 18:57
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the decision has no effect because soup has no liabilities and the growth could be cash-flow-financed. i think the liquidity is a problem. we have much higher volumes in germany than in singapore, but the liquidity is not high enough. |
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tigertrader
Member |
19-Sep-2007 16:40
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Indeed, the decision had no effect :-( Maybe one day the company will be known by investors and the stock will start to behave a bit more rationally and with more liquidity. |
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Jupp77
Member |
19-Sep-2007 02:23
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the decision may have no effects to soup. |
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tigertrader
Member |
18-Sep-2007 18:26
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No volume on the stock today...very little volume on the market overall...I guess people are waiting for the Fed decision? |
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tigertrader
Member |
17-Sep-2007 21:28
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@jupp77: Soup is supposed to be a bit more upmarket than DXE. DXE's signature dish I think is duck, while at Soup it's the chicken. DXE is a bit cheaper but somehow has higher margins that soup. I often see business people eating at Soup during lunch time (or large groups celebrating birthdays!), while at DXE there are more families and young couples. |
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teeth53
Supreme |
17-Sep-2007 19:07
Yells: "don't learn through life, learn to grow with life " |
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Trying to....make it more interesting..Ya !! still it remain at 33c today. |
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singaporegal
Supreme |
17-Sep-2007 16:50
Yells: "Female TA nut" |
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I think soup restaurant's food is more popular than DXE in my humble opinion. Not sure about you all.... :) |
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Jupp77
Member |
17-Sep-2007 15:18
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as long as soup gets this high net operating margin (actual it is about 12%) they can (have to!) open a lot of restaurants. the net operating margin is a sign for the strength of competition in an industry sector. I see a great potential for growth. what is the difference between soup and dian xiao er restaurants? (food, locations, customers, prices etc.?) |
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tigertrader
Member |
17-Sep-2007 11:47
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@Jupp77: sorry for late response. I'm here in Singapore now but have lived in many different places. I agree with your comments about DXE, it could be a good strategy as long as they don't eat into each other's profit. The key here is that DXE targets a different consumer than Soup so should be fine, and the menus are quite different. Also, Soup has more bargaining power when dealing with mall owners that way because it can open 2 outlets instead of 1 and attract more traffic. About the 50% ownership, I think it's because Soup bought the chain from the previous owners who are still very involved in running DXE. It may be a good way to keep them motivated to develop DXE. But if Soup stock keeps going up, they might be willing at some point to exchange the remaining of their ownership in DXE for Soup stock...but I'm just speculating here. |
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Jupp77
Member |
16-Sep-2007 23:02
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in the gastronomy business there is a cutthroat competition. i think it is better to open restaurants side by side before a competitor will take place. have a look at starbucks, in some cities they opened cafe side by side just to prohibit that an other competitor take place. as long as the several restaurants runs profitable it is a good strategy. it is a pity that soup only on hold 50, x% f&b. |
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scotty
Senior |
16-Sep-2007 15:17
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If they put DXE and Soup outlets near each other, wouldn't they be competing against one another?? |
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Jupp77
Member |
16-Sep-2007 03:18
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In November 2006 Soup Restaurant acquired 50.98% equity interests in Y.E.S F&B Group. Y.E.S F&B Group operates the Dian Xiao Er (DXE) Restaurants. |
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singaporegal
Supreme |
15-Sep-2007 22:12
Yells: "Female TA nut" |
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Hi tigertrader, I'm not familiar with soup rest. business. How is DXE related to them, if at all? |
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Jupp77
Member |
14-Sep-2007 19:57
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i also think that the investor relation and the public relation have to be improved. it would be a great thing if the public will be informed about new openings. @tigertrader: where are you from? |
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tigertrader
Member |
14-Sep-2007 15:25
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This is great news (the DXE opening), the company should be more vocal about these new store openings, it's hard for ppl like me to find out about it! Thanks for sharing. Based on my revised estimates, the stock trades at a PE of 8x...not very high for such a well-run operation. The DXE location will be a great complement to the Soup at Changi. Hopefully (for me) they won't have the same long queues 
I'm excited about the current share price since it's going up, but I really think the company has the potential to trade at 0.50 and above, if they keep executing and are more open with investors. |
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