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Food Innovators Holding Limited

Food Innovators Holdings Limited ("FIH" or the "Company") is offering 14m shares at $0.22 each, for which 13m shares will be through placement and the remaining 1m shares via a Public Offer. The IPO will close on 14 Nov at 12 noon and starts trading on 16 Oct 9am.  FIH has two business models - the first is to be a master lease and sublease the space to other tenants and the second is to operate and manage restaurants.  The Company currently has 12 restaurants in Japan, 10 in Singapore and 4 in Malaysia. The market cap based on the IPO price is around $24.9m. Financial Highlights FIH's revenue grew from $37.8m in FY2022 to $43.8m in FY2024. It is quite funny to see that being a master land lease holder has a higher margin than operating the restaurants, once again illustrating the point that it is better to be a landlord to shake leg and collect rent. According to the prospectus, the PER is around 19x. The Company intends to pay 20% of its net profit after tax a

Singapore IPOs Tikams for 2012

I thought i should start the first post of 2013 with an update to the post i wrote in July last year regarding the performance of my IPO tikams.

The 2012 profit from IPOs (for those IPOs that i have been allocated via public or placement tranche) stands at $4,922.57. Let's see if 2013 will turn out to be a better year.

Lesson learnt

The table below (sourced from www.shareinvestor.com) shows the performance of the IPOs as of today.


The humble lesson learnt is perhaps that those counters that I don't really like during my review - Geo Energy, Maxi-Cash and Civmec have turned out to be the best performers. Perhaps you should invest contrary to my recommendations and buy on the first day of listing and you would still have made a fortune!  

Happy IPOing and hope that 2013 will turn out to be a good year for us.

Comments

fqfeq said…
So what do you think what are the criteria to successful IPOs?
Anonymous said…


Even Religare. Somehow, I bl**dy missed that one. I can't really explain why, except that I must have been somehow distracted.

Sebana, I somehow missed buying more of that one as well. Even though I had half an eye on it, there always seemed to be a reason to either distract me or put me off on every day I looked at it.


I think I should pay more attention to these IPO stocks.

And less on T.V. and the whole host of stupid, stupid distractions. This is costing me more money that I'm happy with.





Anonymous said…



I want to pose a question somewhat related to what James Yeo has asked.

My question is this :

If it is true the focus is on SMEs, as opposed to GLCs, to what extent are SMEs investable?

Will SMEs be increasingly investible, or should investors avoid SMEs (aka penny stocks) which have a bit of a squalid reputation?


So, SMEs - investible, or just pathetic penny speculative counter?


What does the audience think of this matter?





Anonymous said…


Am not sure whether to laugh or cry.

The next two IPO proposals are a school and a rubber processor.


What is one to think?





Published January 08, 2013


Sign of listing pick-up as two unveil IPO plans

School operator eyes mainboard; rubber processing firm eyes Catalist




By

andrea soh












Overseas Family School offers the K-12 International Baccalaureate curriculum to children aged between three and 18 years old, and has four sections - kindergarten, elementary school, middle school and high school. It has 501 staff and 3,753 students. Half of its students come from Asia - PHOTO : AP





IN WHAT could be a harbinger of a pick-up in listing activity this year, two firms have unveiled their flotation plans barely a week into the new year.

Private school operator Overseas Education Limited and rubber processing firm Halcyon Agri are planning to list on the mainboard and Catalist board respectively.

The former, which runs Overseas Family School, intends to use the funds raised to build a new school campus, according to its preliminary prospectus lodged with the Monetary Authority of Singapore.

Overseas Family School offers the K-12 International Baccalaureate curriculum to children aged between three and 18 years old, and has four sections - kindergarten, elementary school, middle school and high school. It has 501 staff and 3,753 students. Half of its students come from Asia.



Mr. IPO said…
Am asked today if I am keen on a IPO listing on 18 Jan at $0.23 each. :) amazingly the prospectus is not even lodged with OPERA yet. Why ah....?
Mr. IPO said…
Hi James, in the long run, it is the sector, fundamentals and the subsequent results announced. In the short run, it is how good the placement agent, sentiments and size of the float.

SMEs - can make you a lot of money if you invest in a good company but can also make you lose pants if you picked the wrong horse. Haha
Anonymous said…


Regards :

SMEs - can make you a lot of money if you invest in a good company but can also make you lose pants if you picked the wrong horse. Haha



========================

I'm actually more thinking whatever money I make from these companies, the companies will need or want the money right back. One way or other.

This is the nature of SMEs.

Afterall, look at Olam, which will give a hint.

Am I right?

I really think we need more dimensions to this SME / IPO concepts. To properly understand its investment characteristics and potential.



Anonymous said…
I want to thanks Mr. IPO for your analysis and comment on each and every IPO in the market. You use the word "Tikams" mean it can not be right all the time. Nevertheless, I feel that I benefit a lot from your analysis. I use your analysis as a reference to decide whether go or no go for the IPO. To me it is better miss than make a wrong move. Even I make a right decision it still need to depend on my luck on balloting. Looking forward to have a good year in 2013.
Mr. IPO said…
You are welcomed. Hope you have a prosperous 2013 :)