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Super Coffee
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new6ie
Senior |
28-Nov-2013 10:43
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Maybe Macquarie likes to drink coffee much like me.   I will wait for their tp to materialize before selling, lor. | ||||
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Octavia
Elite |
28-Nov-2013 10:03
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Macquarie upgrades to O/p, TP $4.40, citing that its time for a pick-me-up. Stock has corrected far too much after posting a poor 3Q result. Poor 3Q but not a sign of structural deterioration Competitive advantages in Myanmar intact New branded consumer market, China, another growth avenue. Risk reward skewed to the upside, op. margins (+10% input costs) implies 5% downside vs. bull case, +43%. Trading at 18x PER 2014E vs 25x for it peers, believe the stock offers an attractive risk-reward pay-off. | ||||
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tonylim
Master |
18-Nov-2013 17:57
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Trade with care.  OCBC downgrade it to 2.50 only
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WanSiTong
Master |
18-Nov-2013 14:31
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bookwormy
Member |
18-Nov-2013 10:52
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When danger for some may mean an opportunity for personal, right? But this is surprisingly quiet now.. | ||||
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marubozu1688
Veteran |
17-Nov-2013 09:58
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Techically bearish for Super Group. http://mystocksinvesting.com/singapore-stocks/super-group/super-group-is-the-recent-sell-off-a-surprise/   |
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banana
Member |
17-Nov-2013 07:30
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Yea.. If that's the case, no need to study liao..and tell your children to throw away all their books :p
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WanSiTong
Master |
16-Nov-2013 23:42
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Don't any how chiong........ trade with care.......... DYODD..... Huat arh.........
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WanSiTong
Master |
16-Nov-2013 23:36
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Some extracts from the analysts reports: * super group had a 'rare miss" , said CIMB's Mr Ng, with 17% dip in quarterly profit on higher expenses. Rising competition, higher costs, margin pressures and currency fluctuations could hurt earning in the consumer space. *UOBKH noted that the Company 's near term prospects could be hampered by difficult operating conditions in markets such as Myanmar and the Phillippines |
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WanSiTong
Master |
16-Nov-2013 23:21
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Looks like you are more pro than those professional valuers ............
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Siwomp
Veteran |
15-Nov-2013 12:42
Yells: "Back to Basic. FA is Sexy" |
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and to demonstrate this point, Just see how the different agencies estimate Mr Goi's worth...... very differently. 
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bookwormy
Member |
15-Nov-2013 12:30
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Thought the 2 parts of the argument seems forcefully gelled together, I guess coffee demand will spike at extreme times ya? Hahaha!
Within an hour the price dropped by 5cts, wow. So this is how volatile counters work daily.. It's really new to me. |
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Siwomp
Veteran |
15-Nov-2013 11:24
Yells: "Back to Basic. FA is Sexy" |
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We share and learn together.  But like what Bro Tomique say, there is a political risk in the longer term when the composition of the govt changes and as the country becomes more open, competitions. Advantage is the late comer wil need to pay a high price for land...getting expensive by the day and that as a country move up the Economic ladder, people tends to drink more coffee......(due to stress?...haha...)
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bookwormy
Member |
15-Nov-2013 11:10
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Thanks for patiently writing down your train of thoughts! Looks like I'll be reading up more in the near term. Hahaha
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Siwomp
Veteran |
15-Nov-2013 11:04
Yells: "Back to Basic. FA is Sexy" |
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Tot he say give?  haha...... Think I go buy direct from the plantation.....lol
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Siwomp
Veteran |
15-Nov-2013 10:56
Yells: "Back to Basic. FA is Sexy" |
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That's why prices rises from sub $1 to $4 plus.  Was vested at $1+ and sold.  Bot some again this weak for techical rebound as I think it was over-sold,.....finally decided(triggered)  to buy when Bro Ace declared that he is not going to short round 3 (sign of strength).....since then it's a hour by hour decision to hold or sell base on MD an other indicators....Dyodd.  What gives me confidence to hold and buy: 1) Technical rebound.... (if I fully base on the F-ratio thingy, I should be selling  now) 2) Institutional Stock,  likely to have   yr-end window dressing by funds especially after falling 30%. 3) Solid FA and cash generation. 4) Sam's counter. IMO........
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banana
Member |
15-Nov-2013 10:09
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Aysaibey will sell u some
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Tomique
Master |
15-Nov-2013 10:07
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Well connected with the right people.   Connection is good.   But the risk is still there when Myanmar becomes more politically changed in the years ahead.   Thought many questions might be asked when generals give way to civilian administrators. | ||||
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bookwormy
Member |
15-Nov-2013 10:03
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Looks pretty impressive. Is this the right time to enter? With all that fluctuation I can't tell since I'm a super small time newbie around here, any advice from the masters and veterans? | ||||
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Siwomp
Veteran |
15-Nov-2013 09:52
Yells: "Back to Basic. FA is Sexy" |
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You are the Buffet type of investor.... really going to the ground literally...impressed.
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