tag:blogger.com,1999:blog-7944902213075756335.post736906203359901485..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Breadtalk, Old Chang Kee and QAF Limited.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-7944902213075756335.post-29812428638500632302020-01-20T13:22:17.458+08:002020-01-20T13:22:17.458+08:00Hi Betta man,
A good chance?
Sounds like you are...Hi Betta man,<br /><br />A good chance?<br /><br />Sounds like you are asking me to make a guess.<br /><br />As guesses go, your guess is as good as mine. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69387439193731894702020-01-20T11:14:34.403+08:002020-01-20T11:14:34.403+08:00
Do you think this is a good chance to buy into BT...<br />Do you think this is a good chance to buy into BT ?<br /><br />https://www.businesstimes.com.sg/companies-markets/breadtalk-expects-fy2019-net-loss-on-hk-unrest-fb-weaknessBetta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-10814080731235084952018-08-17T10:47:31.075+08:002018-08-17T10:47:31.075+08:00Reader says...
Can talk to yourself about breadtal...Reader says...<br />Can talk to yourself about breadtalk n the reasonable price for invest after the share split recently. Thanks.<br /><br />AK says...<br />I invested in BT when it was $1 a share.<br />I explained my decision in 2016.<br />After the stock split, my investment has more than doubled in value.<br />At the current price, I think it is probably fair value.<br /><br />http://AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-70350427840274047132017-10-07T10:51:00.547+08:002017-10-07T10:51:00.547+08:00Reader:
Thank you AK for the great sharing today (...Reader:<br />Thank you AK for the great sharing today (i.e. <a href="https://singaporeanstocksinvestor.blogspot.sg/2017/10/chatting-and-charting-in-evening-with.html" rel="nofollow">Evening with AK and friends</a>). <br /><br />I learnt a lot. Esp on the critical illness plan, gain new perspective. N BreadTalk. Time to take a gd look at this stock.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-43276319019832919202017-08-14T10:52:12.307+08:002017-08-14T10:52:12.307+08:00Hi K,
I have always hated seafood. An irrational ...Hi K,<br /><br />I have always hated seafood. An irrational fear of crabs, prawns and other such stuff. So, I have not looked at Jumbo. This is the truth. -.-"AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63143848449355833092017-08-14T10:49:55.750+08:002017-08-14T10:49:55.750+08:00How would you compare Jumbo to Breadtalk? Both are...How would you compare Jumbo to Breadtalk? Both are F&B, both have high PE, both have strong recognizable brands. Thanks.Khttps://www.blogger.com/profile/01096331252046081022noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-88411568628796457932017-02-18T10:18:42.906+08:002017-02-18T10:18:42.906+08:00Reader:
your breadtalk business always so good
alw...Reader:<br />your breadtalk business always so good<br />always many people n Q<br />even this hour at MBS also. esp ding tai fung now still long Q<br /><br />AK:<br />XLB FTW<br /><br />Reader:<br />wow abcdefg 😅<br /><br />AK:<br />I will go eat XLB this evening 😜<br /><br />Reader:<br />whats xlb<br />ftw?<br />oh i get it xiao looooong bao<br /><br />AK:<br />so clever<br /><br />Reader:<brAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-16272433128404245012017-02-15T11:39:25.885+08:002017-02-15T11:39:25.885+08:00Hi K,
I don't eat crab. So, I do prefer XLB o...Hi K,<br /><br />I don't eat crab. So, I do prefer XLB over chili crab. ;)<br /><br />I don't eat most seafood. So, I don't patronise Jumbo Seafood and it was never on my radar. I would welcome any insights you might have about Jumbo. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17265251470771748452017-02-15T11:22:42.298+08:002017-02-15T11:22:42.298+08:00Hi AK,
Would you be able to share some thoughts o...Hi AK,<br /><br />Would you be able to share some thoughts on why you prefer to nibble on Breadtalk over Jumbo? (I assume it's not becos you prefer xiao long bao over chili crab) :)<br /><br />Thanks.Khttps://www.blogger.com/profile/01096331252046081022noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-79257810607745503772016-11-05T12:09:55.292+08:002016-11-05T12:09:55.292+08:00Hi Ah John,
I feel that if the founder is less ad...Hi Ah John,<br /><br />I feel that if the founder is less adventurous when it comes to new markets and new concepts, BT will do much better. Just stick to tried and tested ideas. Things will improve tremendously then.<br /><br />It is OK to spend money on money making businesses. Spending money on money losing businesses and using money from money making businesses to make up for the losses is a AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-91397739943654092132016-11-04T16:55:36.074+08:002016-11-04T16:55:36.074+08:00The question is, can BT cut capex? As my understan...The question is, can BT cut capex? As my understanding, F&B need renovate frequently to have better image to attractive people, if so, maybe hard to cut capex. Any industrial insider?AhJohnhttps://www.blogger.com/profile/07927395374670213105noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-2675687087117472262016-11-03T23:33:04.482+08:002016-11-03T23:33:04.482+08:00Hi Solace,
Maybe another guest blog from you and ...Hi Solace,<br /><br />Maybe another guest blog from you and this time on Breadtalk? ;p<br /><br />Some friends believe that Breadtalk's intrinsic value is much higher than its share price today. I think you might know who I am talking about. ;)<br /><br />Like you, their focus is on the strong cash flow. I don't know about PEG. Too cheem for me. -.-"<br /><br />Anyway, I decided to AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-53874001097938089582016-11-03T23:15:54.661+08:002016-11-03T23:15:54.661+08:00I am not vested in breadtalk. But using P/E and di...I am not vested in breadtalk. But using P/E and dividend yield might not be a good valuation metric to measure breadtalk.<br /><br />I have read Breadtalk annual reports for 2012-2015, i believe their earning are affected by high appreciation and amortization.<br /><br />A more accurate valuation might be price to cash flow and PEG ratio. The result might show a more reasonable valuation.<br /><Solacehttps://www.blogger.com/profile/08801978818033316328noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-41211768324393013692016-11-03T23:10:37.548+08:002016-11-03T23:10:37.548+08:00I am not vested in breadtalk. But using P/E and di...I am not vested in breadtalk. But using P/E and dividend yield might not be a good valuation metric to measure breadtalk.<br /><br />I have read Breadtalk annual reports for 2012-2015, i believe their earning are affected by high appreciation and amortization.<br /><br />A more accurate valuation might be price to cash flow and PEG ratio. The result might show a more reasonable valuation.<br /><Solacehttps://www.blogger.com/profile/08801978818033316328noreply@blogger.com