Old Chang Kee 会不会变成第二个BreadTalk?
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作者:叫什么好呢 (等级:2 - 初出茅庐,发帖:24) 发表:2014-05-08 23:06:18  楼主  关注此帖
Old Chang Kee 会不会变成第二个BreadTalk?

一直觉得Old Chang Kee和BreadTalk的Business Model很像,都是可以在短时间内复制连锁开遍地的。 虽然Old Chang Kee没有BreadTalk规模大,但是它的Profit Margin却相当于BreadTalk的两倍。但不确定它是不是局限于当地文化,首推咖喱饺,旗下的小吃店也以当地特色为主。不像BreadTalk打着面包中的高大上旗号走红亚洲。而且油炸食品总觉得不益健康。但是Old Chang Kee却有它的忠实粉丝。晚上经常看到所剩食物寥寥无几。股票走势一直很健康,属于稳扎稳打型。由于BreadTalk最近琦火箭往上窜,已经不敢碰了。此时买进Old Chang Kee会是一个好选择么?看那些Financial ratio感觉好像价格已经很高了,不适合进吧。请牛人指点迷津!

从Shareinvestor复制的OldChangKeep资料共大家参考。

Historical Financials

Profit & Loss (SGD '000)

Hide Profit & Loss chart
Created with Highstock 1.3.9SGD '000Margin (%)Profit & LossRevenueExceptional ItemsProfit Before TaxProfit Attributable To ShareholdersNet Profit(Earnings) Margin [%

Cash Flow (SGD '000)

Hide Cash Flow chart
Created with Highstock 1.3.9Cash Generated (SGD '000)Cash & Cash Equivalent (SGD '000)Cash FlowNet Cash Generated From / (Used In) Operating ActivitiesNet Cash Generated From / (Used In) Investing ActivitiesNet Cash Generated From / (Used In) Financing ActivitiesCash And Cash Equivalents At EndFull Year Dec 2008Full Year Dec 2009Full Year Dec 2010Full Year Mar 2012Full Year Mar 2013-10k-5k0k5k10k15k0k5k10k15k20k25kFull Year Mar 2012Net Cash Generated From / (Used In) Investing Activities: -4,221
 
Per Share Data (Adjusted)
[+] Earnings Per Share (EPS) - Adjusted [S$]
(Earnings/Latest Number Of Shares)
0.048340.042650.041200.040050.039430.02762
Period-on-Period % Growth - Adjusted +13.33%+3.52%+2.89%+1.57%+42.75%n.a.
[+] Net Asset Value (NAV) Per Share - Adjusted [S$]
((Shareholders' Equity - Other Share Capital)/Latest Number Of Shares)
0.33400.29340.27710.24370.21560.1866
Period-on-Period % Growth - Adjusted +13.81%+5.87%+13.72%+13.02%+15.52%n.a.
[+] Net Tangible Asset (NTA) Per Share - Adjusted [S$]
((Shareholders' Equity - Other Share Capital - Intangible Assets)/Latest Number Of Shares)
0.30630.26310.24440.21120.18330.1539
Period-on-Period % Growth - Adjusted +16.43%+7.65%+15.71%+15.23%+19.07%n.a.
Valuation Ratios (Adjusted)
[+] Price Earnings Ratio (PER) - Adjusted
(Price/Adjusted EPS)
30.6234.7035.9236.9637.5453.59
Period-on-Period % Growth - Adjusted -11.76%-3.40%-2.81%-1.54%-29.95%n.a.
[+] Price/NAV - Adjusted
(Price/Adjusted NAV)
4.43175.04385.34016.07296.86377.9293
Period-on-Period % Growth - Adjusted -12.14%-5.55%-12.07%-11.52%-13.44%n.a.
[+] Price/NTA - Adjusted
(Price/Adjusted NTA)
4.83135.62516.05577.00728.07469.6148
Period-on-Period % Growth - Adjusted -14.11%-7.11%-13.58%-13.22%-16.02%n.a.
[+] Price/Revenue - Adjusted
(Price x Latest Number Of Shares/Revenue)
0.7760.9311.1381.3751.6891.962
Period-on-Period % Growth - Adjusted -16.62%-18.20%-17.22%-18.62%-13.89%n.a.
[+] Price/Operating Cash Flow - Adjusted
(Price x Latest Number Of Shares/Operating Cash Flow)
5.7437.8418.48910.4979.76812.716
Period-on-Period % Growth - Adjusted -26.76%-7.64%-19.12%+7.46%-23.19%n.a.
[+] Price/Free Cash Flow - Adjusted
(Price x Latest Number Of Shares/Free Cash Flow)
n.m.n.m.n.a.n.a.n.a.n.a.
Period-on-Period % Growth - Adjusted n.a.n.a.n.a.n.a.n.a.n.a.
[+] Dividend Yield - Adjusted [%]
(Gross Dividend Per Share/Price)
1.2170.8780.6740.6760.5620.564
Period-on-Period % Growth - Adjusted +38.68%+30.19%-0.23%+20.25%-0.41%n.a.
[+] Dividend Yield incl Special Dividend - Adjusted [%]
(Total Dividend Per Share/Price)
1.2170.8781.0110.6760.5620.564
Period-on-Period % Growth incl Special Dividend - Adjusted +38.68%-13.21%+49.65%+20.25%-0.41%n.a.
Per Share Data (Historical)
[+] Earnings Per Share (EPS) - Historical [S$]
(Based on weighted average number of shares over the period)
0.048300.042700.041200.040100.047400.03310
Period-on-Period % Growth - Historical +13.11%+3.64%+2.74%-15.40%+43.20%n.a.
[+] Net Asset Value (NAV) Per Share - Historical [S$]
(Based on number of shares at end of period)
0.33400.29400.27800.24400.25900.2230
Period-on-Period % Growth - Historical +13.61%+5.76%+13.93%-5.79%+16.14%n.a.
[+] Net Tangible Asset (NTA) Per Share - Historical [S$]
(Based on number of shares at end of period)
0.30610.26340.24500.21120.22040.1843
Period-on-Period % Growth - Historical +16.25%+7.50%+15.98%-4.17%+19.57%n.a.
Valuation Ratios (Historical)

 

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作者:叫什么好呢 (等级:2 - 初出茅庐,发帖:24) 发表:2014-05-08 23:12:58  2楼
Old Chang Kee 会不会变成第二个BreadTalk?一直觉得Old Chang Kee和BreadTalk的Business Model很像,都是可以在短时间内复制连锁开遍地的。 虽然Old Chang Kee没有BreadTalk规模大,但是它的Profit Margin却相当于BreadTalk的两倍。但不确定它是不是局限于当地文化,首推咖喱饺,旗下的小吃店也以当地特色为主。不像BreadTalk打着面包中的高大上旗号走红亚洲。而且油炸食品总觉得不益健康。但是Old Chang Kee却有它的忠实粉丝。晚上经常看到所剩食物寥寥无几。股票走势一直很健康,属于稳扎稳打型。由于BreadTalk最近琦火箭往上窜,已经不敢碰了。此时买进Old Chang Kee会是一个好选择么?看那些Financial ratio感觉好像价格已经很高了,不适合进吧。请牛人指点迷津! 从Shareinvestor复制的OldChangKeep资料共大家参考。 Historical Financials Profit & Loss (SGD '000) Hide Profit & Loss chart Created with Highstock 1.3.9SGD '000Margin (%)Profit & LossRevenueExceptional ItemsProfit Before TaxProfit Attributable To ShareholdersNet Profit(Earnings) Margin [% Cash Flow (SGD '000) Hide Cash Flow chart Created with Highstock 1.3.9Cash Generated (SGD ' (more...)
复制粘贴出来的东东太吓人了!发帖的时候明明是这样的!






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作者:叫什么好呢 (等级:2 - 初出茅庐,发帖:24) 发表:2014-05-12 11:20:38  3楼
没研究过这两个,不过听说面包无语不靠面包赚钱。鼎泰丰什么的才是摇钱树。。。 还有他的拉面,吐司什么的。 老曾记没法比吧。老曾记有什么呢? 真的没看过这两个股票,瞎说而已
Breadtalk有
鼎泰丰,toast box,拉面玩家,大时代。接下来他们还会往房地产发展。老曾记有Curry Times, Mushroom Café, Take 5 and the Pie Kia shops只是更地方话,规模小,咱们不经常见。
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作者:叫什么好呢 (等级:2 - 初出茅庐,发帖:24) 发表:2014-05-14 23:55:33  4楼
面包无语在中国的店面总是排着队伍,粗且长。几年前大概是2008年我看他报表,称中国业务占了一半。 你仔细看,会发现,凡是大购物中心,有面包无语的,一定有他家旗下的很多牌子,凑在一起,形成一个生态群落,吸引任何口味的人去吃。 例如面包无语+土司作坊+大时代+鼎泰丰+拉面玩家+Wendy's。。。。 老曾家,不知道有没有这个路数。
老曾家走的地方特色路线
走不了高大上的国际路线。实力也不比Breadtalk.但他们的价格在Breadtalk 坐火箭前很接近.而且老曾记一直很稳
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