Tuesday, June 24, 2014

Why I've added Super Group (S10) to my Long Term portfolio?

Finally! I clicked the "Trade" button once again! Even though it is with my CPF Fund but I still did my usual analysis before hitting the button ;-)
 
This time round, it is non other than the very familiar brand of ours, Super Group (S10). Whether you are coffee addict or not, as long as you do marketing frequently at the supermarket, I am sure you will come across one or two products of Super Group. 
 
Following are a few key reasons that I bought Super Group as my Long Term Value Investing :
 
1. The stock price of $1.465 (when I bought it yesterday) is near its 52-weeks low.
 
2. It passes my personal Value Investing Analysis assessment.
 
3. Its recent business performance was impacted by Thailand's political unrest situation, which I viewed it as temporary (Thailand is one of Super Group's main market) 
 
4. It is a dividend-paying stock, since 2003 (Dividend-yield of more than 4% since 2012). 
 
To top it off, I've read a recent article at Fool.sg that their team have been invited to visit the factory in Malaysia recently. The gist that I gathered out of the article is that amidst current stock price volatility, their management team continue to spend on R&D and focusing on developing growth areas like tea, new products and new joint-venture business model.   
 
Are you vested in Super Group? Feel free to share your view, if any.
 
Cheers!

32 comments:

  1. hi,
    how many lot have you bought?

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  2. Run of cash and then dip into CPF investment fund?

    ReplyDelete
    Replies
    1. Uncle 8888 No lar, it is my plan to go two-prong since CPF is also my money mah! Besides, for the time being, I don't set aside too much cash for stocks investment hahaha

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    2. Read now! For long term holding.. With dividend yield, I believed I can beat the 2.5%? Hehe..

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    3. Wondering how those retail lao jiao investors lost their money in their CPF investment account in the past?

      LOL!

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    4. I haven't come across any retail investors thinking that they will lose money.

      CPF investment grade stocks hor. Some more got dividends leh. How to lose money?

      LOL!

      Enough of poking for the night.

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    5. Lol but I will remember ur post! Point to ponder for future action ;-)

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  3. The stock price of $1.465 (when I bought it yesterday) is near its 52-weeks low.

    .... you do know the reason it fall drastically is due to the bonus issue...

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    Replies
    1. Hi Chan, yes! I am aware of the 1-for-1 bonus issue and hence diluted the price. Thanks for highlighting! ;-)

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  4. Food for thought! :)
    http://fifthperson.com/3-reasons-why-supers-stock-has-been-in-free-fall/

    ReplyDelete
    Replies
    1. Hi Desmond, in fact, I saw this post prior to hitting the trade button.. As I am looking at longer term trading (years), so I am ok with such short term challenges faced by Super Group ;-)

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    2. How many years is your longer term?

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    3. I am looking at holding it until age 55 ;-)

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  5. Hey, super group has been on the fall.. any insights that you can share?

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    Replies
    1. As I am long for this counter, hence, short term volatility is expected. So far, no major insights that I can share about this counter

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    2. I have the same thinking as you. I am just wondering if I should add more shares when its low now.

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    3. OIC! With a current PE ratio of 14.4, it is still fairly priced. But personally I will not add more shares at the moment (since it is still in its downward trend) ;-)

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    4. Okay! Thanks for the guidance. I noticed this morning people are trying to push the price down. People selling 1 lot for each transaction.

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    5. Yup! It just went down more than 3% today... Let's continue to stay long for this counter... and play wait and see...

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  6. I'm tempted to add into my existing holding.

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    Replies
    1. I won't be looking at this stock at least until the price is under 80 cents.

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    2. Anonymous : I think your intended price might reach earlier than expected ;-)

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  7. hi, have u sold away ur Super stock?
    it is dropping again.

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    Replies
    1. Nope! Still holding it as I intend to hold it for longer term... I think it might continue dropping for while before moving up again ;-)

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