$Soup Holdings(5KI.SI)$ The Cl-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Soup Holdings(5KI.SI)$ The Clock is Ticking!

Let's do a hypothetical scenario here. Soup has about $5.3 million cash flow. It's lost 1H26 $0.67 million. Likely no dividends for 2027. 🤭🤭🤭That means that $300k is not earning any interest, effectively rotting away, evaporated 🤭

5.3/0.67= 8 half quarters or approximately 4 years. If the loses continues Before it ran out of cash.

Soup Head Wind:

1. Rental pressures : rent gonna cost more and not less.🔴

2. Manpower crunch. Tight labour markets and foreign workers quota <-- James should go and work as a waiter there and serve me Chinese tea, then I will consider patronising Soup🤭🔴

3. Increase ingredients cost: raw food getting more expensive, squeezing the margin 🔴

4. Razor thin margins : Change in foothold likely to turn a small profit into loses. -> Hougang mall branch renovations, VivoCity swapping Houseflies during meal times. 🔴

5. Micro cap Market constraint :

Thin market float liquidity causes lack of easy access to cheap secondary equity. 🔴🔴

Recents news of Crystal Jade under receivership--> bad news for F&B.

James Song Bo?

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Comments

JesseBerkeley
10-09
JesseBerkeley
Labor is the bigger drag here. If local service wages keep rising 5-7% a year, Soup needs real menu simplification or automation, not just cost cutting
Neexio
10-09
Neexio
That cash-burn math is too bearish. Brand value and franchise optionality matter more here, and they do not really show up cleanly on the balance sheet lol

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Soup has about $5.3 million cash flow. It's lost 1H26 $0.67 million. Likely no dividends for 2027. 🤭🤭🤭That means that $300k is not earning any interest, effectively rotting away, evaporated 🤭</p>\n<p>5.3/0.67= 8 half quarters or approximately 4 years. If the loses continues Before it ran out of cash.</p>\n<p>Soup Head Wind:</p>\n<p>1. Rental pressures : rent gonna cost more and not less.🔴</p>\n<p>2. Manpower crunch. Tight labour markets and foreign workers quota &lt;-- James should go and work as a waiter there and serve me Chinese tea, then I will consider patronising Soup🤭🔴</p>\n<p>3. Increase ingredients cost: raw food getting more expensive, squeezing the margin 🔴</p>\n<p>4. Razor thin margins : Change in foothold likely to turn a small profit into loses. -&gt; Hougang mall branch renovations, VivoCity swapping Houseflies during meal times. 🔴</p>\n<p>5. Micro cap Market constraint :&nbsp;</p>\n<p>Thin market float liquidity causes lack of easy access to cheap secondary equity. 🔴🔴</p>\n<p>Recents news of Crystal Jade under receivership--&gt; bad news for F&amp;B.&nbsp;</p>\n<p>James Song Bo?&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/5KI.SI\">$Soup Holdings(5KI.SI)$</a> The Clock is Ticking!</p>\n<p>Let's do a hypothetical scenario here. Soup has about $5.3 million cash flow. It's lost 1H26 $0.67 million. Likely no dividends for 2027. 🤭🤭🤭That means that $300k is not earning any interest, effectively rotting away, evaporated 🤭</p>\n<p>5.3/0.67= 8 half quarters or approximately 4 years. If the loses continues Before it ran out of cash.</p>\n<p>Soup Head Wind:</p>\n<p>1. Rental pressures : rent gonna cost more and not less.🔴</p>\n<p>2. Manpower crunch. Tight labour markets and foreign workers quota &lt;-- James should go and work as a waiter there and serve me Chinese tea, then I will consider patronising Soup🤭🔴</p>\n<p>3. Increase ingredients cost: raw food getting more expensive, squeezing the margin 🔴</p>\n<p>4. Razor thin margins : Change in foothold likely to turn a small profit into loses. -&gt; Hougang mall branch renovations, VivoCity swapping Houseflies during meal times. 🔴</p>\n<p>5. Micro cap Market constraint :&nbsp;</p>\n<p>Thin market float liquidity causes lack of easy access to cheap secondary equity. 🔴🔴</p>\n<p>Recents news of Crystal Jade under receivership--&gt; bad news for F&amp;B.&nbsp;</p>\n<p>James Song Bo?&nbsp;</p></body></html>","text":"$Soup Holdings(5KI.SI)$ The Clock is Ticking! Let's do a hypothetical scenario here. Soup has about $5.3 million cash flow. It's lost 1H26 $0.67 million. Likely no dividends for 2027. 🤭🤭🤭That means that $300k is not earning any interest, effectively rotting away, evaporated 🤭 5.3/0.67= 8 half quarters or approximately 4 years. If the loses continues Before it ran out of cash. Soup Head Wind: 1. Rental pressures : rent gonna cost more and not less.🔴 2. Manpower crunch. Tight labour markets and foreign workers quota <-- James should go and work as a waiter there and serve me Chinese tea, then I will consider patronising Soup🤭🔴 3. Increase ingredients cost: raw food getting more expensive, squeezing the margin 🔴 4. Razor thin margins : Change in foothold likely to turn a small profit into loses. -> Hougang mall branch renovations, VivoCity swapping Houseflies during meal times. 🔴 5. Micro cap Market constraint : Thin market float liquidity causes lack of easy access to cheap secondary equity. 🔴🔴 Recents news of Crystal Jade under receivership--> bad news for F&B. James Song Bo?","highlighted":1,"essential":1,"paper":1,"likeSize":147,"commentSize":2,"repostSize":5,"favoriteSize":0,"link":"https://ttm.financial/post/616685672837280","repostId":0,"isVote":1,"tweetType":1,"viewCount":741,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["5KI.SI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":922,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":616738840318552,"commentId":"616738840318552","gmtCreate":1791552809466,"gmtModify":1791597366954,"authorId":9000000000000540,"author":{"id":9000000000000540,"idStr":"9000000000000540","authorId":9000000000000540,"name":"JesseBerkeley","avatar":"https://static.tigerbbs.com/3bf13db70d947837660ca66bb9b8e299","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":616685672837280,"objectIdStr":"616685672837280","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Labor is the bigger drag here. If local service wages keep rising 5-7% a year, Soup needs real menu simplification or automation, not just cost cutting","text":"Labor is the bigger drag here. If local service wages keep rising 5-7% a year, Soup needs real menu simplification or automation, not just cost cutting","html":"Labor is the bigger drag here. 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Brand value and franchise optionality matter more here, and they do not really show up cleanly on the balance sheet lol","text":"That cash-burn math is too bearish. Brand value and franchise optionality matter more here, and they do not really show up cleanly on the balance sheet lol","html":"That cash-burn math is too bearish. Brand value and franchise optionality matter more here, and they do not really show up cleanly on the balance sheet lol","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/616685672837280"}