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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 2013 and 2014

I am sure this is a blog post which readers will be interested to read now that 2014 is coming to an end and there are no more upcoming IPOs. 

I first blogged about the performance of my IPO tikams in 2012. The post was here. In 2012, i made about $4,923 from my IPO tikams.

2013

In 2013, I didn't blog about it but it was actually a good year for me. I made about $23,467. The top 5 contributors were:
  1. Linc Energy $6,165
  2. Mapletree Greater China Trust $4,681
  3. Money Max $4,654
  4. Kris Energy $2,391
  5. Logistics Holdings $2,158
2014

How did 2014 fare? The IPO market in SGX for 2014 is actually quite bad. I think SGX has somehow lost its way...... and is unable to attract good companies to list here. HKSE is definitely the flag bearer in Asia, due partly to its proximity to China.

Funnily enough, I actually had a good year. However, i don't think the performance can be repeated unless SGX is able to attract quality IPOs to list here or i managed to get placement shares in better IPOs in 2015. 

2014 was very unusual because i managed to get out-sized placement shares in a few stocks and had been lucky enough to 'run road' fast enough with a profit. (Do note that this route can easily back-fire as well). My returns for 2014 is $31,093. You can see that the top 3 contributors made the most returns for me.
  1. QT Vascular $12,817
  2. KOP Limited $12,098
  3. UG Healthcare $4,696
  4. Starburst $1,876
  5. JAPFA $525
I also incurred losses from EMAS Offshore but thankfully, i cut loss very quickly given that i have given it a zero rating.

That's all for now. Here is wishing a readers a Happy 2015 and may 2015 IPOs be a good year for you too.

Happy IPOing

Comments

YAP said…
Nice one for both years.

It would be interesting if you could analyse "what if" you held these IPOs till end of 2013 or 2014. Would it still be a profit, high profit or loss?
Mr. IPO said…
It would have been a total disaster if i am still holding it on 31 Dec 2014.

My Top 3 gainers would have turned into the following:

1. KOP Limited unrealised loss of $131,996
2. QTV unrealised gain of $4,400
3. UG unrealised gain of $1,785
anon said…
Hi Mr IPO,
By "tikam", did you flip on 1st trading day or within the 1st trading week, or did you hold until such time when you decide to sell?
If you had held, how long and why sell (other than "to make a profit")?
Thanks.
Mr. IPO said…
Hi Jojo,

IPO are usually very short term for me. I don't intend to hold unless the fundamentals are really compelling of which I will hold in other investment accounts separate from this.

In IPOs, I will sell when it either hit my fair value range or when it hit my "stop loss" level. (Whichever happens first). It's hard to give u a one size fits all rule.
ronnie said…
Tikams? Your age is showing.

Great work. Thank you.
Mr. IPO said…
Haha my age was never a secret. :)
^_^ said…
well done~, hope 2015 will have more IPOs coming in

cheers
Mr. IPO said…
Thanks Felix! You too. Huat Ah. Still play poker ?
Unknown said…
Do you think there will be any more potential for starburst? Given that it looks like it is stagnating already.
Anonymous said…
So clever good job...you sure deserve to earn more !
What I like about you is your clear transparency and truthfulness.

Keep up the excellent work and share more. Tks
Mr. IPO said…
Hi Mathias, I don't know. Need to see the next results announcement :)
Mr. IPO said…
Being transparent and truthful is probably due to my upbringing. Thanks to my parents. :) thanks for the compliment.
Unknown said…
this blog looking very nice and the company good for business Form a Singapore Company