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Soup Restaurant after it ipo
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singaporegal
Supreme |
11-Aug-2007 23:29
Yells: "Female TA nut" |
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Actually I think tanglinboy may have a point here. They may be profitable now but how long can they sustain their edge over their competitors in this overcrowded space? As for expanding overseas, the food biz is slightly different from other types of businesses. It is not as simple as offering the same product or service to another group of consumers. They would also have to take into account different tastes/cultures in other countries. What suceeds in Singapore may not succeed overseas. |
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Jupp77
Member |
10-Aug-2007 23:41
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As long as they reach a net operating margin of 12% , it is not important for me how strong the competition is. Either the competition is not so strong then, or they extract themselves from the competition with their business modell. I see the groth potential in an oversea expanding. It was allready suggested by the management. best regards from germany |
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tanglinboy
Elite |
10-Aug-2007 22:18
Yells: "hello!" |
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Financial ratios aside... what is their long term growth potential? The food business is so competitive and the big question is what makes Soup special? |
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Jupp77
Member |
10-Aug-2007 14:53
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@ TuaPekGong9413 Thanks for your answer. From the fundamental view the stock of Soup Restaurant is cheap. They have a price-earning ratio of 8-9, a net operating margin of 10%, cash position of 9 mio S$. Do you think the results are fake? According to the ipo-prospect Soup is looking forward to open restaurants in oversee like malaysia or indonesia. but also without going to open new restaurants in other countires the stock of soup is undervalued. Maybe this is a German view, but I donīt see the risk of this invest at the moment. |
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TuaPekGong9413
Elite |
10-Aug-2007 05:35
Yells: "deity" |
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Jupp77, do consider letting go if u can sell at a profit now...and take up other trades. if u wana hv a portfolio of f&b shares, chk out my post at *******Recommended stocks******btw, US mart juz crashed again... |
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TuaPekGong9413
Elite |
10-Aug-2007 05:21
Yells: "deity" |
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f&b listed companies cant go far in sg unless they hv manufacturing bz too. Think abt it...how much can they generate per day,thus yr...compared to other industries? till now....wat hv they done since their ipo? expansion plans?nah.....look at apex pal....any rise? think they juz wanted to catch the tide when ipo was a craze then...get some $$ out of it...no harm......trymyluck,this kind of trying and thinking of wat if...IR...wat if...some HK chain....is really trying yr luck...wat if...nothing happens?better hope they give u discounts then if u eat there...no offences.. |
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Jupp77
Member |
10-Aug-2007 00:39
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what exactly do you mean? |
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EastonBay
Master |
10-Aug-2007 00:36
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forgot this (not vested)... F&B biz is tough biz in singapore. |
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Jupp77
Member |
10-Aug-2007 00:31
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from my point of view soup restaurant is undervalued. a price-earning-ratio of 9 does not include the chance of expanding in other countires. |
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EastonBay
Master |
10-Aug-2007 00:08
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yes... in fact I like their white chicken and the outlets are always full. However, there's a limit to the no. of outlets they can open in Singapore i.e. upper limit on revenue, unless they venture overseas... |
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Jupp77
Member |
09-Aug-2007 20:02
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the delivered half-year results are great. @winsontkl "Think S'pore market is too small and too competitive..." -> but is it not wondrous that soup has such a great net operating margin. Did somebody of you ate there? |
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winsontkl
Elite |
03-Jun-2007 23:26
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Think S'pore market is too small and too competitive... |
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singaporegal
Supreme |
03-Jun-2007 19:55
Yells: "Female TA nut" |
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One question we need to ask..... why did they go IPO? What are they going to use the money for? |
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trymyluck
Senior |
03-Jun-2007 16:17
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not that im vested in this counter, but just wanted to give an alternate angle. imagine what would happen 6 months from now if Soup Restaurant comes up with announcement Las Vegas Marina Sands /Genting IR has signed up with Soup Restaurants to operate their Food court  or some HK food chain comes over and buys up Soup restaurant. thats the fun of the share market its a big elephant with all of us blind people looking at it from diff angles |
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cyjjerry85
Elite |
03-Jun-2007 16:11
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is it really tt unique? i don't see any long term growth for the Soup Restaurant |
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Sporeguy
Elite |
03-Jun-2007 16:05
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Yes, I agree with sporegal that Restaurants are very competitive (and labour-intensive plus a lot of hard work!). Look at Thai Village. |
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teeth53
Supreme |
02-Jun-2007 18:28
Yells: "don't learn through life, learn to grow with life " |
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There is someone who buy and someone profit, then someone hope to sell to someone else for some profit, stock prices don often always goes up forever and never come one, so the best is got profit take some and leave some for other.
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singaporegal
Supreme |
02-Jun-2007 17:03
Yells: "Female TA nut" |
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I agree with winsontkl actually... from the business perspective, I don't see high growth or expansion potential for Soup restaurant in Singapore. The food industry is already super-competitive here. Unless they are highly successful expanding overseas? |
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winsontkl
Elite |
02-Jun-2007 02:16
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Look at it from business prospective, what's the potential???? |
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importexport
Member |
02-Jun-2007 00:08
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After drinking soup, u will b in deep shit |
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