BreadTalk Group Limited (SGX: CTN) has been expanding aggressively into other countries and adding new brands to its burgeoning stable of food brands. Can the group continue to sustain its dividend payment?

These days, it is extremely tough being a food and beverage (F&B) vendor in Singapore due to increasing rental, labour and raw materials cost pressures. In this cut-throat environment, turnaround of stallholders are rife, resulting in lesser visibility and operational uncertainty.   Despite the highly competitive and challenging F&B environment, the operator and manager of food courts and coffee shops – Koufu Group (Koufu) reported a rather solid 1Q19 and had recently been receiving rather positive recommendations from the street.   Defensive Earnings  The top line grew at a compounded annual growth rate (CAGR) of four percent to $223.8 million in FY18. In 1Q19, revenue continued to increase 4.9 percent to $57.8 million, boosted by a 9.2 percent and 0.7 percent growth in

What a revelation. Investors must have that “uh-oh” feeling as BreadTalk share price plunged by 39% since reaching a record high in July 2018. It has been nearly 2 years since I last covered BreadTalk share price. Back then, I predicted that BreadTalk share price would be bullish with the purported property divestments. Indeed, since that article, BreadTalk had enjoyed a splendid bullish spell in 2018. But as the saying goes, what goes up must come down. This is the case for BreadTalk share price, which spiralled out of control from the peak of July 2018. Following the stock split of 1-into-2 shares in May 2018, BreadTalk share price went into some sort of concussion and subsequently lost its bullish momentum. What could have led to the devastating meltdown of BreadTalk share price an

We asked our writers to share their top stock picks for the month of August and here’s what they had to say: Royston Yang: BreadTalk Group Limited BreadTalk Group Limited (SGX: CTN) has been ramping up its efforts to penetrate into countries such as Taiwan, Thailand and China. Din Tai Fung added two new outlets this year – one in Singapore and the other in Thailand, while Song Fa Bak Kut Teh, in a joint venture with BreadTalk signed in July 2017, opened its first restaurant in Beijing, China in January. In May and June, the group entered into a franchise agreement with Song Fa for its Taiwan expansion, and opened Singapore’s first Wu Pao Chun Bakery, respectively. Though capital expenditure may be elevated in the next few quarters due to this rapid pace of expansion, the

What a revelation. Investors must have that “uh-oh” feeling as BreadTalk share price plunged by 39% since reaching a record high in July 2018. It has been nearly 2 years since I last covered BreadTalk share price. Back then, I predicted that BreadTalk share price would be bullish with the purported property divestments. Indeed, since that article, BreadTalk had enjoyed a splendid bullish spell in 2018. But as the saying goes, what goes up must come down. This is the case for BreadTalk share price, which spiralled out of control from the peak of July 2018. Following the stock split of 1-into-2 shares in May 2018, BreadTalk share price went into some sort of concussion and subsequently lost its bullish momentum. What could have led to the devastating meltdown of BreadTalk share price an

BreadtTalk Group Limited’s (SGX: S08) share price is near a 52-week low. Is it a good time now for investors to consider buying?

Aside from margins, investors should also look at another aspect of BreadTalk Group Limited (SGX: CTN) in order to determine the sales efficiency of each division.

Singaporeans are willing to spend hours queuing for food that is said to be good. It’s been 2 months since Shake Shack opened at Jewel and the hype has yet to die down as Singaporeans continue to stand in line for more than an hour to get their hands on the famous burgers. According to SingStat, the price of food has increased by close to 1.4% in 2018. This week, the STI ETF opened at $3.279 and closed at $3.373 on Friday. In this week’s edition of 4 Stocks This Week, we look at 4 companies that own some of the most popular restaurants in Singapore, many of which we frequently dine at. Read Also: Why Do We Pay More For A&W In Singapore At Jewel Changi (Compared To Overseas)? BreadTalk Group Limited (SGX: CTN) BreadTalk was listed on the SGX in 2003. BreadTalk has multiple well-know

BreadTalk Group Limited (SGX: CTN) is exploring growth on multiple fronts. Investors can use this one ratio to see how its business is performing.

A couple of years ago, I wrote that BreadTalk aimed to achieve a net profit margin of 8% by 2020. Yet so far, its net profit margin (2.1% in FY2018) is still far below its intended target. This prompted a shareholder at this year’s AGM to ask the management whether their target still remained valid.   The answer was ‘yes’. But the bad news is that BreadTalk only has two years left to hit its target. Can they really achieve it? It looks like a far-fetched goal at this point in time. But I gained a few insights on what caused BreadTalk’s current depressed margins and how it plans to achieve its 8% target by 2020 when I attended the AGM. Here are eight things I learned from the 2019 BreadTalk AGM: 1. BreadTalk reported year-on-year revenue growth of 1.7% to S$609.8 mill

High debt load, volatile free cash flows, and a steep valuation make BreadTalk Group Ltd (SGX: CTN) a risky proposition.

Can Breadtalk Group Ltd Continue To Grow Into Its High Valuation?Breadtalk is trading above its long-term average valuation now, but can it grow?The post Can Breadtalk Group Ltd Continue To Grow Into Its High Valuation? appeared first on Value Invest Asia.

BreadTalk Group Limited (SGX:CTN) released its latest quarterly earnings on Monday 6 May. Here's what investors need to know.

Listed in July 2002, CapitaLand Mall Trust (CMT) is the first and the largest retail REIT to be listed on the SGX. It derives income from a portfolio of 15 retail malls worth S$11.1 billion located across Singapore. I recently received its latest 2018 annual report and in this article, I’ll give an update on CMT’s latest financial results, growth plans, and valuation. Here are 15 things to know about CapitaLand Mall Trust before you invest: Portfolio 1. CMT achieved a compound annual growth rate (CAGR) of 5.4% in its portfolio valuation for the last 10 years, from S$6.9 billion in 2009 to S$11.1 billion in 2018. This is due to stable capital appreciation of its existing properties and acquisition of key assets such as Clarke Quay, Bugis+, Westgate and Bedok Mall during the