21-11-2014, 03:57 PM
Super Group
27-11-2014, 07:20 PM
Is there any reason for super group to shot up to 1.22 today?
Most banks and brokerage targets were less than 1.1
27-11-2014, 09:00 PM
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)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
27-11-2014, 09:04 PM
(27-11-2014, 09:00 PM)CityFarmer Wrote: According to the data provided by ShareInvestor and Ipreo, a leading provider of market intelligence, investor data and workflow solutions.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.
27-11-2014, 10:05 PM
(27-11-2014, 09:04 PM)Bibi Wrote:(27-11-2014, 09:00 PM)CityFarmer Wrote: According to the data provided by ShareInvestor and Ipreo, a leading provider of market intelligence, investor data and workflow solutions.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.
01-12-2014, 02:29 PM
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....
13-07-2015, 04:47 PM
(13-07-2015, 04:00 PM)CityFarmer Wrote: 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? 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.
My Value Investing Blog: http://sgmusicwhiz.blogspot.com/
13-07-2015, 08:25 PM
(13-07-2015, 04:47 PM)Musicwhiz Wrote:(13-07-2015, 04:00 PM)CityFarmer Wrote: 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? Ops, a mistake. The Edge usually covers only SGX listed companies, IIRC. My apologies.
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
12-08-2015, 03:28 PM
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
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
28-08-2015, 09:22 PM
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
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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