Breadtalk (for discussion)

[Wood41]

The 'fresh' Yeo's soya bean milk saga does not help
BreadTalk.

It was in bad light when it promoted recent LKY related buns & recent bad bread case in China.

 

[frenchbriefs]

i supposed the profits are down by 60% to 1.59m even though revenues are up because they can no longer use the repackaged soya milk sales marketing technique and the recycled pork floss buns from bengawan solo free market supplier.

see lah fussy and picky sinkies,how can u be in the way of entrepreneurship and enterprise and market capitalism?ah gong and PAP work so hard to build up this country

 

[Wood41]

The boss initially claimed that his wife 'invented' pork floss buns in Taiwan. Her subsequently retracted it as people reiterated that floss buns were around in Taiwan before their 'discovery'.

 

[cyl1987]

wah... somethings going wrong with breadtalk??? drop alot sia!!

 

[xshinado]

anyone looking at this counter?? what's the reason causing price drop ?

 

[Shion]

http://www.theedgemarkets.com/sg/article/breaktalk-group-fy2015-earnings-tumble-66

 

[SBC]

Result deep is not deep enough. Need to punish such coy.

 

[Average]

Result deep is not deep enough. Need to punish such coy.

Why edmw got such breadtalk hatred ah?

 

[batdow]

damn! still profitable

 

[winorlose]

is this Breadtalk official thread?

 

[Genosis]

Why edmw got such breadtalk hatred ah?

Due to the 'home-made' soya bean drink saga?

 

[winorlose]

how? can buy anot?

after supergroup super run.. not sure if i want i to buy breadtalk for recovery play


seems like PE of 38 is too overvalued liao

 

[Unique99]

Anyone can tell me what is George Quek shareholdings in Breadtalk?

 

[Genosis]

Anyone can tell me what is George Quek shareholdings in Breadtalk?

George Quek owns 33.99%

Lee Lih Leng owns 18.62%

 

[Unique99]

George Quek owns 33.99%

Lee Lih Leng owns 18.62%

Thanks. Who is lee lih leng btw?

 

[Perisher]

Thanks. Who is lee lih leng btw?

wife loh.

http://heshenchow.blogspot.sg/2011/05/breaktalk.html
Mr George Quek is the founder of the home-grown BreadTalk group and has won numerous awards such as Entrepreneur of the Year.
But the popular pork floss buns that made the bakery chain's reputation was not his idea.
It was his wife of 23 years, Katherine, who came up with the best-selling bun.

http://www.bloomberg.com/research/stocks/people/person.asp?personId=8282445&privcapId=7729564
Ms. Lee Lih Leng, also known as Katherine, served as the Head of Research & Development at BreadTalk Group Limited. Ms. Lee oversaw BreadTalk's research and development, as well as pioneers new ideas and concepts. Ms. Lee was responsible for concept creation, product development and enhancement of various brands both locally and globally and also formulates product training and technical skill upgrade programmes to ensure proper transfer of knowledge and skills to franchisees in line with local operations so as to sustain product quality.

 

[lbs]

-i think the decline in prices parallels with its decline in ROE, ROA, etc.
-net income seems to take a dip due to interest payment.

-accounts payable seems to increased from 2013's 27.69 to 2014's 95.42. Not sure if they cleared it in 2015...

-account receivable also increased from 23.00 to 60.34 in the same period.

-debt increasing over the years. (figures from Yahoo! Finance) Debt-to-equity, most recent quarter, stands at 138.24. To put that into perspective, Sembcorp Marine has a Debt/Equity (mrq) 126.87.

-decreasing dividends paid over recent years...

-cashflow improvement due to reduction of capital expenditure...

-my opinion is that this stock is grossly overpriced and also unsafe.

 

[athulican]

wife loh.

http://heshenchow.blogspot.sg/2011/05/breaktalk.html
Mr George Quek is the founder of the home-grown BreadTalk group and has won numerous awards such as Entrepreneur of the Year.
But the popular pork floss buns that made the bakery chain's reputation was not his idea.
It was his wife of 23 years, Katherine, who came up with the best-selling bun.

http://www.bloomberg.com/research/stocks/people/person.asp?personId=8282445&privcapId=7729564
Ms. Lee Lih Leng, also known as Katherine, served as the Head of Research & Development at BreadTalk Group Limited. Ms. Lee oversaw BreadTalk's research and development, as well as pioneers new ideas and concepts. Ms. Lee was responsible for concept creation, product development and enhancement of various brands both locally and globally and also formulates product training and technical skill upgrade programmes to ensure proper transfer of knowledge and skills to franchisees in line with local operations so as to sustain product quality.

Fyi, from a related family member, it was the wife who came up with the idea of Toastbox.

 

[tanjiakpeng]

http://www.businesstimes.com.sg/companies-markets/breadtalk-issues-s75m-bonds

MAR 21, 20168:45 PM
BREADTALK has priced S$75 million of its bonds at par value of the principal amount, with a coupon rate of 4.6 per cent.

The notes, part of its S$250 million multicurrency medium-term note programme, will be due April 1, 2019.

The net proceeds will go towards general corporate purposes such as the refinancing of existing borrowings, financing capital expenditure and general working capital, said the firm.

The bonds are expected to be issued on April 1, and will be listed on the Singapore Exchange the next trading day.

OCBC is the lead manager and sole bookrunner for the notes, while ANZ is the manager.

 

[Perisher]

Fyi, from a related family member, it was the wife who came up with the idea of Toastbox.

Sounds like the wife is the mastermind behind all the ideas.