07-11-2014, 06:34 PM
10-11-2014, 01:36 PM
10-11-2014, 01:56 PM
10-11-2014, 02:02 PM
10-11-2014, 02:14 PM
10-11-2014, 02:26 PM
10-11-2014, 04:08 PM
10-11-2014, 07:42 PM
10-11-2014, 08:00 PM
10-11-2014, 10:20 PM
No doubt, Q3 results was terrible and shows Super struggle in the branded consumer segment. Super's Brand like "owl" is losing market share because the younger generation are not really into powdered coffee but instead are more interested in ready to drink coffee. This is where "owl" cafe should have step in to fill the gap but apparently Ya Kun and Toastbox (BreadTalk) has beaten "owl" to it.It is inevitable that Super will have to aggressively market/transform to continue its presence.
Even among the powdered coffee and Cereal products, Super is facing extremely tough competition especially when competitors like power root have been better in advertising, ask the younger generation on coffee powder, they (I) think of Ah Huat Coffee because of the "ridiculous" song and dance or Nescafe (Thanks a bit to George Clooney and the red Nescafe Mug). And in the cereal products, the health conscious young prefers quakers and Nestum.
Super has done poorly in the trait of brand awareness; unlike F&N, Nestle or Food Empire's product (in Central Asia). One solution will be to build from scratch brand awareness in a newly emerging market like Myanmar. One has to bear in mind, this will take years as the brand has to grow up with the members of society; like what Food empire did in Central Asia and Europe (Growing up and Marketing with celebrities). It takes years and advertising money to grow brand awareness. The second solution (easy and simple) will be to hire a top star to endorse its products like what Jeanette Aw did previously; this will impact bottom line
. Putting your brand on an S-league jersey does not constitute to marketing ( someone pls inform Rotary Engineering on this).
Secondly, despite all the talks on Super's ROE being greater than 15% etc annually; it is important to note this is the first full year, where there is the lack of one-off gains to artificially inflate profits. This year FY results will fully demonstrate Super's performance in a cut throat industry with all its major segments (new and old) firing at all cylinders.
However, given all these, I may be tempted to purchase Super should it fall under 0.70. That is where adequate MOS is present even if it rakes in only 0.05 EPS annually. However, if Q4 results are worse than a 0.012 EPS, I may have to reconsider my revaluation
Even among the powdered coffee and Cereal products, Super is facing extremely tough competition especially when competitors like power root have been better in advertising, ask the younger generation on coffee powder, they (I) think of Ah Huat Coffee because of the "ridiculous" song and dance or Nescafe (Thanks a bit to George Clooney and the red Nescafe Mug). And in the cereal products, the health conscious young prefers quakers and Nestum.
Super has done poorly in the trait of brand awareness; unlike F&N, Nestle or Food Empire's product (in Central Asia). One solution will be to build from scratch brand awareness in a newly emerging market like Myanmar. One has to bear in mind, this will take years as the brand has to grow up with the members of society; like what Food empire did in Central Asia and Europe (Growing up and Marketing with celebrities). It takes years and advertising money to grow brand awareness. The second solution (easy and simple) will be to hire a top star to endorse its products like what Jeanette Aw did previously; this will impact bottom line
. Putting your brand on an S-league jersey does not constitute to marketing ( someone pls inform Rotary Engineering on this).Secondly, despite all the talks on Super's ROE being greater than 15% etc annually; it is important to note this is the first full year, where there is the lack of one-off gains to artificially inflate profits. This year FY results will fully demonstrate Super's performance in a cut throat industry with all its major segments (new and old) firing at all cylinders.
However, given all these, I may be tempted to purchase Super should it fall under 0.70. That is where adequate MOS is present even if it rakes in only 0.05 EPS annually. However, if Q4 results are worse than a 0.012 EPS, I may have to reconsider my revaluation