Super Group

[corydorus]

Should ask their marketing team to explain their strategy of selling the same white coffee under 2 different branding (Owl and Super Coffee) when the coffee tasted the same.

This is not considered product differentiation.

If is the same probably shelf space.

[davidoh]

Is there any reason for super group to shot up to 1.22 today?

Most banks and brokerage targets were less than 1.1

[CityFarmer]

According to the data provided by ShareInvestor and Ipreo, a leading provider of market intelligence, investor data and workflow solutions.

Super Group Ltd topped the net sells based on its volume of S$36.2 million by GLOBAL mutual funds.

(not vested)

[Bibi]

According to the data provided by ShareInvestor and Ipreo, a leading provider of market intelligence, investor data and workflow solutions.

Super Group Ltd topped the net sells based on its volume of S$36.2 million by GLOBAL mutual funds.

(not vested)

Interesting. So i guess once a stock became the top sells by mutual funds, the selling pressure will be gone and the only way for the stock price is up. Its last quarter result also not very good but it manage to maintain its share price at 1.05 after result announcement.

[Tiggerbee]

According to the data provided by ShareInvestor and Ipreo, a leading provider of market intelligence, investor data and workflow solutions.

Super Group Ltd topped the net sells based on its volume of S$36.2 million by GLOBAL mutual funds.

(not vested)

Interesting. So i guess once a stock became the top sells by mutual funds, the selling pressure will be gone and the only way for the stock price is up. Its last quarter result also not very good but it manage to maintain its share price at 1.05 after result announcement.

That's what you called a technical rebound. It can continue to rebound but it will get sold down again if earnings continue to disappoint.

[zerobeta]

why so many folks focus on their consumer brand segment when (i think) their value and growth story actually come from their food ingredients segment...

i'll give a very low single-digit growth rate for their CB segment with declining margin... I drink instant coffee almost every day but as an Indonesian working in HK, my awareness of their "Super" brand is almost non-existent... I just checked for instant coffee products in Wellcome and ParknShop (both are the largest groceries in HK) but I didnt find any of their products (i easily found Old Town, Nescafe, and Ah Huat).... so i think they have a strong presence in Singapore and perhaps Malaysia, but hardly elsewhere... how can they penetrate into other markets when instant coffee is such a commoditized product and there are already so many established brands out there?

food ingredient is a different story.... this segment may not carry a brand and hence it has a lower margin but it's a very scalable and sustainable operation as competition is very low and they can easily install extra capacity... please enlighten me if i'm wrong, but i haven't seen any big companies making food ingredients for coffee, cereals and creamer in the region... they are sort of like Samsung of the F&B industry, making instant F&B products in a highly competitive industry but at the same time providing "ingredients" for their rivals... for the FI segment, I can give a higher growth rate especially after their herb extraction and LGSS plants commence operations....

that being said, with the current PE of 20x, much lower growth in the future (law of high base) and more downside to margin, I think the company is still very expensive at the moment....

[Musicwhiz]

Super diversifies (or diworsifies?) into logistic biz? It is also not in Asia turf, but in Europe? May be I have not followed the company for a while, thus failed to understand the rationale? The F&B opportunities in Asia, is saturated?

(not vested)

Super Group plans US$153 million In Time buy for Europe expansion

JOHANNESBURG (July 13): Super Group Ltd. ( Financial Dashboard) agreed to buy 75% of German logistics provider In Time Holding for 137.2 million euros (US$153 million or $207.01 million) to expand into Europe.

Super Group will buy 75% of In Time’s holding company from funds managed by Equistone Partners Europe Ltd., the Johannesburg-based transportation company said in a statement on Monday. In Time’s management owns the other 25%, which it will retain.

Super Group will fund the acquisition, which includes a 30.3 million-euro shareholder loan, through existing cash and borrowing facilities, as well as a fully underwritten renounceable rights offer of as much as 64.3 million euros, the company said. It’s also entered into binding agreements with three European banks for 58 million euros of German debt facilities.

The transaction values In Time at about 153.5 million euros, which is 8.7 times the company’s earnings before interest, taxes, depreciation and amortization for the year ended December 2014, the statement said.

In Time focuses on time-critical delivery services, for businesses in the pharmaceutical, hazardous goods and emergency- blood and medical-services industries, and operates in 19 European countries, Super Group said.
http://www.theedgemarkets.com/sg/article...-expansion

Hi this is another Company called Super Group listed in Johannesburg South Africa. It does logistics and supply chain management.

The Super Group in this thread is listed in Singapore and is doing three-in-one coffee and food ingredients.

Thanks.

[CityFarmer]

Super diversifies (or diworsifies?) into logistic biz? It is also not in Asia turf, but in Europe? May be I have not followed the company for a while, thus failed to understand the rationale? The F&B opportunities in Asia, is saturated?

(not vested)

Super Group plans US$153 million In Time buy for Europe expansion

JOHANNESBURG (July 13): Super Group Ltd. ( Financial Dashboard) agreed to buy 75% of German logistics provider In Time Holding for 137.2 million euros (US$153 million or $207.01 million) to expand into Europe.

Super Group will buy 75% of In Time’s holding company from funds managed by Equistone Partners Europe Ltd., the Johannesburg-based transportation company said in a statement on Monday. In Time’s management owns the other 25%, which it will retain.

Super Group will fund the acquisition, which includes a 30.3 million-euro shareholder loan, through existing cash and borrowing facilities, as well as a fully underwritten renounceable rights offer of as much as 64.3 million euros, the company said. It’s also entered into binding agreements with three European banks for 58 million euros of German debt facilities.

The transaction values In Time at about 153.5 million euros, which is 8.7 times the company’s earnings before interest, taxes, depreciation and amortization for the year ended December 2014, the statement said.

In Time focuses on time-critical delivery services, for businesses in the pharmaceutical, hazardous goods and emergency- blood and medical-services industries, and operates in 19 European countries, Super Group said.
http://www.theedgemarkets.com/sg/article...-expansion

Hi this is another Company called Super Group listed in Johannesburg South Africa. It does logistics and supply chain management.

The Super Group in this thread is listed in Singapore and is doing three-in-one coffee and food ingredients.

Thanks.

Ops, a mistake. The Edge usually covers only SGX listed companies, IIRC. My apologies.

[CityFarmer]

The share price dived below $1 per share. Time to take a look on the company?

Well, the most concern, is the 2nd generation management team. Is the weaker performance due to poorer market, or due to the management??

(not vested, and have not looked into this company for a while)

Super Group kept at ‘buy’ by Maybank, price target of $1.42

SINGAPORE (Aug 11): Results for Super Group in 2Q2015 came in below expectations as net profits fell 30% y-o-y to $10.5 million. Half-year earnings only fared slightly better in terms of a 26.6% y-o-y decline to $24.1 million.

Earnings were dampened by weak currencies and consumer spending in most of the F&B company’s key markets in Asia. Super Group was also affected by a higher-than-expected average rate of tax on income earned across various markets in Asia.
...
http://www.theedgemarkets.com/sg/article...target-142

[CityFarmer]

Matthews International Capital Management has reduced its stake by closed to 4.3 million shares, on behalf of its clients...

(not vested)

http://infopub.sgx.com/FileOpen/_Form_3-...eID=367614