Kingsmen Creatives

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(18-05-2014, 03:02 PM)corydorus Wrote: Hi yawmyawm, this is interesting. Were this summary obtained from somewhere or you do your homework ?

Hi corydorus, I got all these figures from Kingsmen's quarterly results on SGX under the commentary segment.
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[Image: 9evyjyge.jpg]
Another element that I put my eyes on is the "new order won".
Note: I am well aware of the lumpiness, it is just one element out of many in the lattice.
My views are your Gilbert & Sullivan's:
"The flowers that bloom in the spring, have nothing to do with the case".
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(18-05-2014, 03:48 PM)ksir Wrote: [Image: 9evyjyge.jpg]
Another element that I put my eyes on is the "new order won".
Note: I am well aware of the lumpiness, it is just one element out of many in the lattice.

Hi ksir, what does the "Days" column under the Orders Tracking refers to? Are these figures from an app that the public can download? Thanks for sharing!
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That is the difference between current q as per date - previous q as per date.
Eg: 13-May minus 26-Feb.
The "new order" should be read in ratio with the "days".
My views are your Gilbert & Sullivan's:
"The flowers that bloom in the spring, have nothing to do with the case".
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KINGSMEN SECURES CONTRACT FOR KIDZANIA VALUED AT S$25.2 MILLION

http://infopub.sgx.com/FileOpen/Kingsmen...eID=305996

This is rather significant contract!
My views are your Gilbert & Sullivan's:
"The flowers that bloom in the spring, have nothing to do with the case".
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I have not caught up with Kingsmen Creatives, but I am that type of investor that looks into assets to back the share price.

Noticed it is trading more than 2x P/B, any reasons why? I understand that Kingsmen is in a sweet spot of the burgeoning MICE and attraction sector.
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(21-07-2014, 09:17 PM)kelvesy Wrote: I have not caught up with Kingsmen Creatives, but I am that type of investor that looks into assets to back the share price.

Noticed it is trading more than 2x P/B, any reasons why? I understand that Kingsmen is in a sweet spot of the burgeoning MICE and attraction sector.

Is a design service industry so using P/B will be way off.
EPS and dividend yields are closer. People who buy it may also look for consistent growth business overtime.

Just my Diary
corylogics.blogspot.com/


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http://www.businesstimes.com.sg/premium/...t-20140722

Kingsmen bags S$25.2m KidZania contract
It will provide fit-out works for the centre at Palawan Beach
BYJACQUELYN CHEOK
jaccheok@sph.com.sg @JacCheokBT

KINGSMEN Creatives has clinched a S$25.2 million contract involving fit-out works for KidZania Singapore, a children's indoor edu-tainment centre that is springing up at Sentosa's Palawan Beach next year.
The mainboard-listed communication design and production group secured the contract through its wholly owned subsidiary Kingsmen Exhibits.
"The contract involves the construction and maintenance of fit-out works for the attraction, and is expected to be completed by 2015," Kingsmen Creatives said yesterday.
KidZania is part of a global edu-tainment chain headquartered in Mexico City. Positioned as Singapore's first indoor family edu-tainment centre, it will have the setting of a "city" built to scale for children.
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(21-07-2014, 11:31 PM)corydorus Wrote:
(21-07-2014, 09:17 PM)kelvesy Wrote: I have not caught up with Kingsmen Creatives, but I am that type of investor that looks into assets to back the share price.

Noticed it is trading more than 2x P/B, any reasons why? I understand that Kingsmen is in a sweet spot of the burgeoning MICE and attraction sector.

Is a design service industry so using P/B will be way off.
EPS and dividend yields are closer. People who buy it may also look for consistent growth business overtime.

The most valuable asset of a design service company, is the skillsets of its staffs, which is hardly captured in balance sheet. I agree with Cory, valuation base on PB will mislead you.

(not vested)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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Thanks both corydorus, and CityFarmer moderator.

I am still trying to understand many companies. Cheers!
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