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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

JAPFA - Balloting Results

JAPFA announced that its public offer of 16.8m shares was 9.7x subscribed. Given the larger float and quantum and the weak IPO sentiments, i have to say that this is a very strong subscription rate. The overall IPO was about 5x subscribed.

Balloting Results

The above table shows the balloting results. Those who applied for less shares will actually have a higher chance than those who applied for more shares... unbelievable.

It is interesting that they did not declare who the substantial placement holders are... from the grapevine, Asdew and Marubeni are substantial placement subscribers but somehow the Company did not reveal those names.


Instead, they chose to announce that Dymon Asia Multi Strategy Master Fund has subscribed for 500,000 shares. Dymon is run by a NTU alumni called Danny Yong and he is one of the global top 40 highest earning hedge fund manager. He definitely helps fly our Singapore flag in the hedge fund world. ^_^

Mr. IPO's result

In case you still don't know,  Mr. IPO is one who puts money where his mouth is and is a pretty straight forward person. Yes or No. Buy or Sell. 


Anyway, i am not successful in my IPO application, perhaps i should have applied for less shares instead.

Happy IPOing.

Comments

Wilson said…
Same here. Applied 50000 shares. If I applied 1000 less shares, my odds become much higher. Anyway I was aiming to just get about 9 lots! The irony of life!!
Mr. IPO said…
Haha yah. Perhaps 49 lots would have got you the 9 lots u want.
bic_cherry said…
1: 'Wilson' and Mr IPO are BOTH very rich, stagging $40k and $160k respectively. Is it your own $ or borrowed $. If it is borrowed, I think that is a dangerous move cos U might actually have your order fully filled and see price crash on day one if everyone sells...

2: Mr IPO, can I ask if there is any benefit to the company to have MANY share holders since it seems that those who bid less have higher chance of getting what is ordered and higher % of order filled. More share holders means higher admin costs and more questions to answer during AGM not to mention mouths to feed. Is it some legal requirement and why do these companies like to have many shareholders? 'Charity' to those with less $ or that single digit unit holders are less likely to sell (transaction fee prohibitive)?

Tks if u can answer at least QN 2.
Mr. IPO said…
First of all. When I apply, I am prepared to get 200 lots and I had that experience u described before. Just read thru my blog and you will find out which stock that is :-P

2. There is a requirement to have 1000 shareholders. The company probably trying to ensure they meet that obligation by allocating to smaller shareholders. Give 1 lot will mean that they can meet that requirement and it is tougher to sell just 1 lot. Most will just hold on for the longer term and not sell on the first day
Anonymous said…
Thanks again Mr IPO. I got some and will hold :-)
qqchat said…
exited at 0.83 s*** too late to get out from downtrend.

got 9000 from 20000 subcribed.
bic_cherry said…
Hi again Mr IPO: Would appreciate if U could explain the logic of ALWAYS having 1000 independent shareholders since any company could well easily bypass the rule by say giving out free shares in odd lots which if JAPFA did, would costs no more than just $800 for 1000 shares given out free (80¢ each) to 1000 unique individuals.

If it is just window dressing to give semblance of share mkt robustness/ transparency (many shareholding participants), than the law is SHAM.

Are there too many loopholes in SGX/IPO rules???!!!

Many tks if U can answer my question😀.
Mr. IPO said…
Go to my top right corner of my blog "For IPO Newbies" and click on the article 1,000 shareholders.
Mr. IPO said…
It's not "Always". Only at the time of IPO.
Anonymous said…
Thank you. .Mr IPO.

Got 22lots sold @0.86....
Anonymous said…
Same as the above, all thanks to Mr IPO's blog. (Bid for 100, got 22 and sold at $0.86.)

Wish everyone Huatx3! Especially our beloved Mr IPO who spent so much effort to provide his useful insights.
Mr. IPO said…
Haha thanks for visiting. Since I don't participate in any of your losses, I won't claim credit in your profits as well. ^_^
Jerry said…
Hello,

What do you think is the NAV for JApfa?
Mr. IPO said…
It's in my IPO write up...$0.66 please go read it :)
Nice Share. I wait the update
Unknown said…
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obat maag alami said…
nice page and post. please visit back for walking :D
SarahBethune said…
Good price your property rate.