yongts
2022-03-10

$FOOD EMPIRE HOLDINGS LIMITED(F03.SI)$why is this stock moving up?. Almost half of their total sales ( from Russia & Ukraine) back to normal or Sudden hugh increase in sale? As far as I know they do not own any down stream for raw material ( wheat, sugar, potatoes etc. ...) most commodity prices going up( look at oil and gas). I think they are squeezed between a rock and a sea. Drown or bruised bad.they are into food but not essential items. Most new markets they are in , they are not market leader ( except Ukraine & russia). All their essential business components like raw material( sugar, wheat etc..) and transport are all going up. They have to increase prices to stay alive. Do you know of any advantages or competitive advantages they have over others? I will give this share a miss for now. Above are my own opinion. Not a trading advise. 

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Comments

  • zingzy
    2022-03-10
    zingzy
    I just hope the war will end soon, because the war is too bad.
    • yongtsReplyvic78: 
      now if i am not wrong. it is already 3rd week. and it is still going more intense. it is I think will not end so soon. even miraculously it end tomorrow the after taste is too bitter for both side .
    • vic78: 
      Definately ending soon under 3-weeks
    • yongts: 
      war will end 1) when there is a clear winner 2) when both sides suffer tremendous losses and call it qui
    • yongts: 
      war will end when 1) there is a clear winner 2) when both sides suffered a tremendous losses and call it quit ( ceasefire). 3) come to a agreement and sign a peace treaty. none is in sign now.
  • Soyabean89
    2022-03-12
    Soyabean89
    I would thought fe more innovative to strive under radar market in eurasia.. Young populations and less competitors.

    Yeos is deadbeat and portfolio weird. Speaking of which, just rmb there is f&n

    • yongtsReplySoyabean89: 
      hi sir, remember I told u to study the mechanism of sgx rules & calculation. Riverstone today at last minute drop 4.59pm drop fm 0.985 to 0.94. someone artificially set the last price also opening pr
    • Soyabean89Replyyongts: 
      Noted on suggestion on fe. Well lucky for me my holding is not alot. Just couple lots for experiment on consumer staple that owns leading brand in ECC market.

      Guess have to face reality of politics..

    • Soyabean89Replyyongts: 
      Ah,no its short form for remember. 200word count is an hassle... So im saying i just remembered f&n is also another local food and beverage with manufacturering capability and global export market
    • yongts: 
      forgive my stupidity.  what is rmb and amp?  rmb= yuan$ ?
    • Soyabean89Replyyongts: 
      Hope lax of airtravel.
      adding stake to hospitality in small extend. Sats no doubt will benefit.

      However, rising fuel and inflation consumer spending might be greatly impact. Looking @ 2023 onwards

  • Soyabean89
    2022-03-11
    Soyabean89
    Actually their product being staple gd during crisis, they reported that alot of Ukra and rus stock pile on their instant coffee

    Vietnam is also one of their growing gem and they diverse to others

    • yongtsReplySoyabean89: 
      why are we talking into this. most important is how both of us can spot the right industry and company at the right time to make more money.am I right?.cell technology  can be Keep in view.
    • yongtsReplySoyabean89: 
      food nowadays can be from traditional manufacturing, from plant base make into meat taste, now (new) from  molecular cell ( laboratory). cell is the smallest particle. Next is atom.
    • yongtsReplySoyabean89: 
      everything that is new will cost more because no economy of scale. not because of nutrients  etc......  do not you think so.
    • Soyabean89Replyyongts: 
      U think food grow from cell dun need nutrient broths that cost a bomb? Im from food industry background so dun bs me lar. Business wise im naive
    • Soyabean89Replyyongts: 
      Even lab still need consumables like broths and nutrients. Even well water need drilling
  • vic78
    2022-03-10
    vic78
    War ending FE is going back to at least 60c pretty soon, dont miss boat 😉
    • yongtsReplyvic78: 
      Vic, I hv looked into their technical chart. it show you can make some money in this stock as a day trader.meaning speculation.but not value investing.meaning short term profit only.(day trading)
    • yongts: 
      imagine your income disappeared 50% over night.you think you can survive luxuriously?unless you got resources.Do you think FE got asset a lot?study their BL statement.They probably talking to bank now
    • yongts: 
      Vic. At the moment FE is not a value stock to me.But if you are a speculators not a investor then you can play now because if the price go up it is because of speculation not value investing.
    • vic78Replyyongts: 

      FE has long history of more than 20yrs in Russia... They have factories there too. Sponsoring local sports etc... Not easy to beat, western brands are not welcome... FE is viewed as local brand.


    • yongts: 
      Then you buy more. Good luck. hope you are right. I think FE will not gain back their market share in Ukraine and Russia so fast even war end today. I hope I am wrong for the sake of investors.
  • MR_Wu
    2022-03-10
    MR_Wu
    It's heartbreaking that the stock has fallen a lot recently.
    • yongtsReplyMR_Wu: 
      do you any in mind?
    • MR_WuReplyyongts: 
      Yes, this is a good time to buy defensive stocks.
    • yongts: 
      look into stock that can sustain and maintain in this turbulent time: like commodity, defence , and even share platform ( sgx, tiger, futu).
  • ElvisMarner
    2022-03-10
    ElvisMarner
    So you are not bullish on this stock?
    • yongtsReplyElvisMarner: 
      actually this co. is run I would say satisfactory. so fundamental should be above average.They are not asset rich.But good in trading. unfortunately their main markets is hit by war.
    • ElvisMarnerReplyyongts: 
      In this way, the company's fundamentals are not solid.
    • ElvisMarnerReplyyongts: 
      Maybe you are right, I seem to understand your trading style and learn from you.
    • yongts: 
      not for this year at least. do you think they can recover their 50% of their total revenue which come from Russia and Ukraine so soon. not to mention all the negative economic outlook. 
    • yongts: 
      unless someone is pushing it up artificially.  meaning speculation or manipulation
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