Kimly Limited

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25 May 2019 16:20 - 25 May 2019 16:23 #24774 by josephyeo
Kimly Limited was created by josephyeo
Why I am vested in Kimly:

1. high dividend yield
estimates dividend to be 1.24 cts for full year. This give a yield 5.1% for current year.

2. active share buy back
active n consistent share buy back for the past few months

3. low p/e compared with other food related companies
Kimly is traded on a p/e of 13.5 X. Most food companies are traded much higher.

4. potential for further growth
With the acquisition of Tonkichi and Rive Gauche, expansion of central kitchen,
launching own brand of iced offee n iced tea, introduction of technology in the
group, central kitchen n other outlets etc etc.

5. trading near historical low.
The historical low is 22.5 cts. Current price 24.0 cts. Whereas it's main competitor,
Koufu, is trading near historical high of around 70.0 cts.

6. actively managed company
see point 4

7. no debt

8. high cash horde of S$86.45mil

Pls note:

1. 1st half profit of S$10.0 mil is lower than last year profit of S$11.2 mil …
down 10.7%

2. directors under investigation by CAD. See company's annoucement on
29 Nov '18 and 4 Dec '18.

Just sharing … not a buy/sell call. Dyodd.
Last edit: 25 May 2019 16:23 by josephyeo. Reason: paragraphing

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27 May 2019 00:01 #24775 by josephyeo
Replied by josephyeo on topic Kimly Limited
Dividend history:

Half year interim March 2017 ---- 0.28 cts
Second half final 30 Sept 2017 - 0.68 cts
Full year - 0.96 cts

Half year interim March 2018 ---- 0.28 cts
Second half final 30 Sept 2018 - 0.68 cts
Full year - 0.96 cts

Half year interim March 2019 ---- 0.56 cts

Company has doubled interim dividend from 0.28 to 0.56 cts.
Full year dividend is expected to be at least 1.24 cts assuming
company pay the same or higher figure as last year 2nd half.

Based on last traded price of 24.0 cts, the dividend yield is 5.166%

Just sharing ... dyodd

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27 May 2019 14:47 #24776 by Garak
Replied by Garak on topic Kimly Limited
as always, you are early to spot a potential gem.
Kimly looks interesting. However, Koufu's PE (14.6) is not much higher than Kimly's.
Where Kimly shines is in its dividend yield of 5+% while Koufu's only 1.7%

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31 May 2019 19:27 #24780 by josephyeo

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02 Jun 2019 13:15 - 02 Jun 2019 13:29 #24783 by josephyeo
Replied by josephyeo on topic Kimly Limited
As seen from the below, Kimly has the lowest p/e, highest cash horde, 2nd higher dividend yield n 2nd biggest market cap.

I believe, with the various initiatives the company had undertaken, the company
is poised for further growth ... just my views.

company ........Dividend yield
Japan Food ….. 4.4
Kimly ….......... 4.1
Soup Rest ….....3.7
koufu …........... 3.2
Jumbo …......... 3.2
RE& S …..........2.2


company Trailing P/E
Japan Food ….. 22.4
Kimly ….......... 13.0
Soup Rest ….... 24.3
koufu …........... 15.4
Jumbo …......... 19.9
RE& S …...........24.1


company Mkt Cap
Japan Food ….. 74.6
Kimly ….......... 270.0
Soup Rest …....48.9
koufu …........... 377.4
Jumbo …......... 240.4
RE& S …...........65.5


company Cash
Japan Food ….. 19511
Kimly ….......... 86487
Soup Rest …....9984
koufu …........... 66557
Jumbo …......... 45986
RE& S …..........15971
Last edit: 02 Jun 2019 13:29 by josephyeo. Reason: correcting figures

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06 Jun 2019 01:23 #24789 by bluesky3000
Replied by bluesky3000 on topic Kimly Limited
honestly kimly is doing really well all things considered

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