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Soup Restaurant after it ipo
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Jupp77
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14-Sep-2007 14:53
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0,335 - all time high. they will open a new dian xiao er restaurant at terminal 3 of the changi airport soon. |
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Jupp77
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09-Sep-2007 22:54
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at the moment all restaurants seems to run with profit. the investing costs for new restaurants are manageable, so they can move with the trend. I think growing with new shopping malls or facilities like airports are the right way. |
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teeth53
Supreme |
09-Sep-2007 18:10
Yells: "don't learn through life, learn to grow with life " |
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To move with trend after several years, soup will have to move with the crowd and with the new posh mall where ever it spring up...then what about old mall...close down isit beco's cost here for some posh mall may not attract crowd. One thing for sure is most Singaporean is eating out. So there always risk some operator may have to close and some remain or still open for retail business, hoping other rich merchant to buy over it exsiting business and beco's operating cost is very high. |
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Jupp77
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09-Sep-2007 17:51
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Best locations like shopping malls generate higher rents but also higher revenues. the rents actualy produced cost which are 16% of the revenues. with a net operating margin of 12% I think there is a big space for increasing rents. |
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tigertrader
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09-Sep-2007 17:31
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there is indeed increased competition, but in this business, the key is getting the best locations in the malls. soup seems to have been able to do that...it's in a very defensible position...I don't think soup will need to reinvent itself...the food is good, it's not based on hype, people go there because they like the offering just the way it is...my humble view is that the real threat from increased competition is in the form of higher rental costs (but it'll be higher rental costs for ALL the players involved). In terms of the revenue line, I don't see any threat, I think soup will keep growing fast. |
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teeth53
Supreme |
09-Sep-2007 17:10
Yells: "don't learn through life, learn to grow with life " |
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B'cos of this trend, till it last, competition is on from four corner, then soup will have to reinvent itself. Just my tot. |
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Jupp77
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09-Sep-2007 16:31
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@ tigertrader Thank you for this posting. It sounds fantastic! |
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tigertrader
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07-Sep-2007 12:36
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Project Code: None Selected Publication: Media Corp News Provider: Channel News Asia Date: September 7, 2007 More businesses with rise of heartland malls: industry playersSINGAPORE: The retail landscape in the Singapore heartlands is seeing a huge transformation with new malls springing up and some existing ones getting a new look.IKEA, Giant and Courts opened with a big bang in Tampines late last year, marking the start of a major transformation of the retail scene in the heartlands. New malls are also springing up across the island, with the AMK Hub among the latest. Meanwhile, existing malls like Tampines Mall and Junction 8 are being re-outfitted to attract higher traffic. Apart from adding buzz to the suburbs, some home-grown food and beverage players welcome the mushrooming and revamping of malls in Singapore's suburbs, saying they create business opportunities. Mok Yip Peng, Managing Director of Soup Restaurant Group, said: "Our lifestyles are now influenced. People now prefer to live near shopping malls. My restaurant's brand and concept, as well as others, have been able to survive because of this trend. "The revamping of malls is a great opportunity for us. Before, we used to open one or two restaurants a year. Now we're able to open three, four or five. So this is a development opportunity for us." Property consultants say suburbs with at least 250,000 residents and easy access to public transportation are primed to attract retail investments. But higher returns will go to those with better amenities and a more regional appeal. Daisy Loor, Retail Director of Jones Lang LaSelle, said: "Offices, government buildings like libraries, or even government offices, private residential, tertiary institutions or even schools, are additional complementary traits that will also enhance the attractiveness of the mall, as the primary market may not be sufficient to allow you to pay that premium in rent." Despite the spurt in these malls, market watchers believe there's room in the market for more. "Each serves the needs of their respective population and their demographics because different towns have different profiles of residents. For example, in Tiong Bahru, you have residential - be it private or public - and even offices; whereas in Clementi, the residents could be more mature, but you have the advantage of the tertiary institutions," said Ms Loor. However, both new and old mall operators are expected to keep upgrading and inventing as consultants warn that Singaporean shoppers are increasingly on a time crunch and keen to experience new retail concepts. - CNA/vm |
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tigertrader
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07-Sep-2007 09:21
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volume is indeed very low. but if looking to hold long-term, may not be a problem as liquidity should improve in the future. Sales can easily go up 30% or 40% from last financials. with 14% FCF margins, they make all the $$ they need to expand too. the question is whether they can go outside of SG. the company should make more announcements to let shareholders know their plans. |
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Fairygal
Veteran |
06-Sep-2007 10:12
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The volume is so so ow, the price range between Buyer and Seller is big. Every trading day, the scenario is the same. You buy, you get stuck unless you sell low, or lower. Be cautious! There are other counters with good fundamental. Just look around! With such volatile market conditions, it's simply not so wise to get stuck like this. |
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sohguanh
Veteran |
06-Sep-2007 09:53
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I guess ppl has reservation since listed Tung Lok is not doing very well either. Maybe Soup Restaurant can prove those critics wrong. Show us your financials :) |
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tigertrader
Member |
05-Sep-2007 22:28
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definitely great fundamentals, counter should be worth a lot more...I guess it's growing fast so eventually people will notice. |
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Jupp77
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05-Sep-2007 03:24
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...Do you know if any brokerage is covering it?... I donīt know anything about a coverage but the fundamental facts are great! |
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tigertrader
Member |
04-Sep-2007 12:49
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Hi, just joined in, have been following soup for a little bit of time. I don't see big volume but insider bought as was mentioned, and there seems to be some long-term holders too. In terms of the fundamental business, it looks quite good as the operations are lean and the outlets always full. PE of 8 is pretty cheap. Maybe this counter just needs more attention? Do you know if any brokerage is covering it? |
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singaporegal
Supreme |
27-Aug-2007 21:04
Yells: "Female TA nut" |
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Price uptrending but are not supported by volumes. |
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Jupp77
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27-Aug-2007 19:23
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nice chart for the last days. |
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Jupp77
Member |
23-Aug-2007 04:03
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I hope that the investors will get the information about opening of new restaurants prompt. |
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Jupp77
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20-Aug-2007 20:02
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@ hohohowk "will nvr vest in f&b stock unless they r also involved in manufacturing" please explain that a little bit more in detail. |
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hohohowk
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20-Aug-2007 08:53
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my concern is ...as wat you've mentioned...long term...in this volatile mart,esp for penny stock,wats long term? better to be vested in blue chips...though more ex,but definitely much more potential and growth in long term...my opinion?? nah....as i've mentioned b4,will nvr vest in f&b stock unless they r also involved in manufacturing ....depends alone on sg retail....nah... |
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Jupp77
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19-Aug-2007 23:59
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the data are not correct. the price-earning-ratio for 2007 for the moment is 8 (extrapolated from the half year results). I think that soup will not pay any dividend for 2007 beacuse they need the money for expanding. the dividend yield for 2007 will be 0%. |
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