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Soup Restaurant after it ipo
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Jupp77
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14-Feb-2008 20:26
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here are the results for the financial year 2007:http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_DEC09DD2DC1F537D482573EF000AE80D/$file/SRGL_Full_Year_Results_31_12_07_.pdf?openelement |
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tigertrader
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26-Jan-2008 08:21
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Based on the company's track record so far and its philosophy, I doubt that they will expand at the expense of margins. In fact, the part they've been expanding the most (DXE) is the one with the higher margins. I'm not really sure why they don't buy the rest of DXE. Either way, they do have plenty of cash to expand, whether through new outlets or by buying the rest of DXE. If not, I hope they'll give out a good dividend. |
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Jupp77
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15-Jan-2008 18:30
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another question. Soup Restaurant has a lot of cash. They could buy the rest of the F&B (Dian Xioa Er) Company. I think this would be a good deal... |
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Jupp77
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14-Jan-2008 18:07
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"Now they just need to keep expanding." Are there any information about opening new restaurants? |
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mike8057d
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14-Jan-2008 11:23
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Expansion without taking care their margin will not do them any good. Just look at 1.99 shop..... |
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tigertrader
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14-Jan-2008 00:20
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Hi Jupp77, the restaurants are still as full as ever, with long lines waiting for a space when it's peak lunch/dinner time. I would say that as a company, Soup is operating at 90% capacity and there's not much they can do to increase the top line aside from opening more restaurants. They already have many repeat customers, and are also acquiring some new customers at the Den Xiao Er outlets. In my view, acquiring DXE was the smartest move they could make...it helps them increase serving capacity and at the same time diversifies the company into a newer/fresher brand. Now they just need to keep expanding. I'm guessing there will be some new openings in Q1 '08 but we just have to wait and see. |
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Jupp77
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11-Jan-2008 17:10
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Are the restaurants still full? |
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tigertrader
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05-Dec-2007 02:07
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The founders just transfered about 2.5% to the staff. This is quite encouraging and makes sense as the company prepares to grow more aggressively, shape up its marketing efforts and integrates/develops the Dien Xao Er chain. Results should be quite good, but if management makes the right strategic decision, there will be even more upside. |
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Jupp77
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28-Nov-2007 06:13
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any news? price is still stable... |
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tigertrader
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23-Oct-2007 18:55
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@Graf_Voelsing: glad I could help. I don't think there will be competition from pho24, but there are a number of listed competitors in Singapore to get a sense of the competitive environment (Tung Lok, Apex-Pal and ABR...there's also a company called Breadtalk that has some restaurants but it's not its main business). Soup has been around for a long time and their value proposition has remained the same, so I don't think they'll suffer more/less from competition than in the past. Hopefully they can create some value also by growing the new Den Xiao Er brand, which seems to be quite successful so far. |
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Graf_Voelsing
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19-Oct-2007 09:21
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@tigertrader Thx for your input. Good to know pho24 will do no harm to SR. |
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teeth53
Supreme |
18-Oct-2007 23:00
Yells: "don't learn through life, learn to grow with life " |
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On profit today like the rest of pennt stocks.. 0.325 cent Vol: 100k ONIy |
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tigertrader
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18-Oct-2007 19:54
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Graf_Voelsing: thanks for the lead. This chain looks very different from Soup and Den Xiao Er. First, it's a very different type of food (different origins, different countries, different customer base, etc.). Aside from that, they have limited presence in Singapore and it's a very very difficult makret to enter, especially for outsiders who don't have the real estate connections to secure the good locations. Also, Pho24 looks to have a different business model, i.e. it franchises while Soup is focused primarily on company-owned stores. |
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Graf_Voelsing
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16-Oct-2007 11:49
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A coming up competitor? http://www.pho24.com.vn/store_location.php |
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Jupp77
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12-Oct-2007 17:25
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and the directors are still bying.http://info.sgx.com/webcorannc.nsf/37e9d50ee377b2304825735f00233861/b7045941d20d7a6248257372000617b4?OpenDocument |
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Jupp77
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01-Oct-2007 11:39
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no news, no movement... |
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tigertrader
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24-Sep-2007 17:19
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soup looking good today at 0.345...tho not much volume... |
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Jupp77
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24-Sep-2007 15:11
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I don´t know if it is possible. If you have a german broker it has to be possible. the spreads in singapore a to big, so it is better to trade in germany. i do not think that arbitrage trading for institutionals is worthwhile because the volume is too low. |
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tigertrader
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24-Sep-2007 10:25
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@jupp77. It's possible to invest in Germany from Singapore. However, it ends up being quite costly and it also means taking on FX risk since they transaction would be in Euros. It would be really interested if one could buy the soup shares in Singapore and sell them in Germany. It's probably possible for institutional investors... |
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Jupp77
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21-Sep-2007 16:08
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@fairygal, thanks for that info :-) |
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