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[公司专区] 5201 Oldtown 舊街場

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发表于 2011-7-14 12:10 | 显示全部楼层
冀立足大马扬威国际
旧街场白咖啡首日涨7仙

2011/07/13 6:05:36 PM
●南洋商报

(吉隆坡13日讯)旧街场白咖啡(OldTown,5201,主板贸服股)今日粉墨登场,股价走势凌厉,一度攀升12%。

于上月推出招股书,准备通过发售6340万股筹7920万令吉,并成功取得10.8倍的超额认购率的旧街场白咖啡,今日以1.38令吉报开,比每股1.25仙的发售价溢价13仙或10%,首宗成交量报384万8900股。

该股的涨势之后稍微收窄,全日闭市报1.32令吉,涨7仙或5.6%,成交量达5174万8300万股。

今天上市的鸣锣仪式,由主席拿督阿玛特塔斯尔主持,出席者包括集团董事经理李兆兴、执行董事吴清文、执行董事克莱恩斯希华、执行董事蔡尚萌、独立非执行董事麦永刚,以及执行人员陈世业。

李兆兴指出:“我们对开市价十分满意,并对股价继续攀升充满信心。”

寻新市场开分店

他说,将会通过建立品牌和扩大分销网络巩固规模。

“我们将继续作区域性的拓展,希望我们的品牌不止立足大马,也扬威国际。”

据悉,旧街场白咖啡出口即溶饮品国家共12个,包括新加坡、香港、美国、加拿大、印尼、汶莱、泰国、菲律宾、中国、英国、纽西兰和澳洲。

“香港是我们目前的产品出口国最大贡献者,市占率达23%,是当地第2大品牌。”

李兆兴透露,除继续开拓产品出口市场外,集团也在寻找合适市场开设分店。

“我们已在新加坡和印尼开设分店,也一直在本区域寻找合的适市场。”

放眼3年达300分店

李兆兴同时宣布,今日也是3家位于双溪毛糯、彭亨路和美里分店的开张日,目前全马分行已达174间。

“除今天开张的3家分店外,本月还有另外2家分店即将开始营业。

截至7月尾,我们在国内共有176家分店、9家位于新加坡的分店,以及2家印尼的分店。”

他说,集团定下未来3年达到全马300间分店目标,目前一切进展顺利。

据了解,每家分店的平均投资额为70万令吉,集团计划今年内增设38间分店,分别于大马、新加坡和印尼开设31间、3间和2间。

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发表于 2011-7-14 18:07 | 显示全部楼层
OldTown ends first day up 5.6%      
  
KUALA LUMPUR: Local instant coffee manufacturer and cafe operator OldTown Bhd is now a RM435.6 million company, having ended its maiden trading day 5.6% higher at RM1.32 yesterday.

The stock, which climbed as much as 15 sen or 12% to RM1.40 intra-day yesterday, was the day’s most active with 51.7 million shares or 15.7% of its share base changing hands.

The company, which raised RM79.2 million from selling its shares at RM1.25 apiece, had earmarked about half of the proceeds to open some 27 new stores by year-end and to construct a manufacturing plant in Ipoh to cater for rising demand for its white coffee products.

Bernama reported that OldTown intends to have 300 outlets in three years, up from the 182 outlets it currently has (171 are in Malaysia, nine in Singapore and two in Indonesia).

It opened three new outlets yesterday — Sungai Buloh, Selangor; Jalan Pahang, Kuala Lumpur; and Miri, Sarawak — in conjunction with its debut. Two more outlets will open in the Klang Valley by the end of this month, Bernama quoted OldTown chairman Datuk Ahmed Tasir Lope Pihie as saying.

At the time of writing, the five brokerage houses polled by Bloomberg had price targets ranging from OSK Research’s RM1.34 apiece to JF Apex Securities’ RM1.52. OSK, which valued OldTown at 12.5 times current year earnings, noted that the company enjoys the second highest margins among its local peers, despite having started its chain of cafes only five years ago.

“We are positive on its expansion to China in view of that country’s enormous market. In tandem with the group’s expansion, it will set up a RM52 million factory in Tasek Industrial Estate in Kinta, Perak, on which construction started in 2Q11 for completion in 2013. The new plant is expected to increase production capacity by a whopping 500%,” OSK wrote in a recent note.

http://www.theedgemalaysia.com/i ... irst-day-up-56.html

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发表于 2011-7-19 17:26 | 显示全部楼层
根据你的思路,那么多人买炸鸡,KFC一定不能做了。
那么多人卖汉堡包,MD一定倒的。
那么多杂货店, ...
war 发表于 2011-6-22 22:20


Director also sell the share in open market, the director also not confident on the business. If this company have good future do you think they will sell the share??

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发表于 2011-7-19 17:32 | 显示全部楼层
回复 251# tomker


    I wonder how you know that its major shareholder is selling out their shares ?
    I've checked from bursa there, but can't see any annoucement that is telling major shareholder sell it out....

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发表于 2011-7-19 21:13 | 显示全部楼层
回复  tomker


    I wonder how you know that its major shareholder is selling out their shares  ...
davidkkw 发表于 2011-7-19 17:32


CHANGES IN SHAREHOLDING (CURRENT)
TAN SAY YAP
sell 210lots@1.25 on 15 July 2011

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发表于 2011-7-20 00:29 | 显示全部楼层
请问有谁目前还握住OLDTOWN?
JERRY 发表于 2011-7-19 13:57



    我在它上市的第二天买了1500unit股,买进RM1.32。我看不到前景,只看见一片渺茫的沙地...

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发表于 2011-7-20 00:42 | 显示全部楼层
回复 253# tomker


    Yes, You are absolutely right !
    After I go in to bursa, check the "change of shareholding" of oldtown...
    It is true that got 2 of oldtown director selling out a lot of their oldtown share.....
    Damn....OLdtown is cheating !
    Thanks for you sharing and remind, you are so kind.

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发表于 2011-7-20 10:54 | 显示全部楼层
Changes in Director's Interest (S135)
CHUAH SEONG MENG & TAN SAY YAP - 在卖股票。

究竟什么情况之下让这两个人卖出自己【心血建立的公司】的股票呢?

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发表于 2011-7-20 11:12 | 显示全部楼层
大股东不是在6个月内不能卖啊。。

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发表于 2011-7-20 12:00 | 显示全部楼层
我也奇怪啊,翻开PROSPECTUS第26页,你会发现这个TAN SAY YAP其实实力蛮大的,他总共拥有5,955,500股,排在LEE SIEW HENG之后,是第二大个人股东哩。

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发表于 2011-7-21 01:52 | 显示全部楼层
大股东不是在6个月内不能卖啊。。
sky1510 发表于 2011-7-20 11:12



    ya loo..why they can sell it at open market? anybody know??

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发表于 2011-7-21 06:31 | 显示全部楼层
ya loo..why they can sell it at open market? anybody know??
MillionPool 发表于 2011-7-21 01:52

The director know the company very well, may be they know the price now is far higher than actual value of OT. The group of management is like Island Red Cafe, just OT go to proper way to cheat shareholder by listing.

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发表于 2011-7-21 07:17 | 显示全部楼层
这个悬案,就好象XOX连年亏损却仍然可以大摇大摆、光明正大的上市。

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发表于 2011-7-21 14:05 | 显示全部楼层
我倒看好他,在昨天和往常一样致电回家报平安,就和父亲聊起,前天他和一班中国富豪,谈判一项在马饲养运输出口的注资的开发案,他们都是身家个个过亿的富豪。你知道他们要来马,头件事是什么吗?喝怡保的白咖啡,3合1看来在中国的头炮打的不错!看中的是他出口外销的市场。。

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发表于 2011-7-21 17:35 | 显示全部楼层
PE 12左右...... 以一个小公司规模来看, 10倍的本意比有点高了。。。
换句话说, 就是以现在这个价位买入,风险很高。。。

大家不应该品论得好像自己就是一个很厉害的生意人,认为这个生意很好或不好。。。
对我来说,管你多好都没有,我只是来投资的。。值不值得,风险高不高才重要。。。

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发表于 2011-8-20 22:07 | 显示全部楼层
{:4_84:}OLDTOWN will announce 2Q11 Financial Results in the coming week

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发表于 2011-8-28 18:48 | 显示全部楼层
5201    OLDTOWN    OLDTOWN BERHAD
Quarterly rpt on consolidated results for the financial period ended 30/6/2011
Quarter:2nd Quarter
Financial Year End:31/12/2011
Report Status:Unaudited
Submitted By:MS CHEN
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
30/06/201130/06/201030/06/201130/06/2010
RM '000RM '000RM '000RM '000
1Revenue66,6090128,4550
2Profit/Loss Before Tax15,094024,6860
3Profit/Loss After Tax and Minority Interest12,803019,6200
4Net Profit/Loss For The Period12,787019,6040
5Basic Earnings/Loss Per Shares (sen)7.610.0011.670.00
6Dividend Per Share (sen)2.500.002.500.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Assets Per Share (RM) 0.77000.0000
Remarks:
N/A

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发表于 2011-8-28 21:52 | 显示全部楼层
很吸引,但又害怕

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发表于 2011-8-29 17:57 | 显示全部楼层
我倒看好他,在昨天和往常一样致电回家报平安,就和父亲聊起,前天他和一班中国富豪,谈判一项在马饲养运输 ...
黑客的眼泪 发表于 2011-7-21 14:05



    真的假的?

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发表于 2011-8-29 18:00 | 显示全部楼层
PE 12左右...... 以一个小公司规模来看, 10倍的本意比有点高了。。。
换句话说, 就是以现在这个价位买入 ...
davidkkw 发表于 2011-7-21 17:35



    马来西亚的上市公司的PE都有点偏高的说...

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