belum chap lup ke?
Topkek Bursa allowing Tealive to IPO soon, another pump & dump by Creador?
Topkek Bursa allowing Tealive to IPO soon, another pump & dump by Creador?
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Jun 6 2025, 12:23 PM
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Junior Member
569 posts Joined: Jul 2007 |
belum chap lup ke?
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Jun 6 2025, 12:30 PM
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#42
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Junior Member
98 posts Joined: Mar 2018 From: Land of the Hornbills, Land of the Free |
Looking at Baskbear a d Tealive in Kuching, don't see high returns for this
Let the institutions prop up the price. |
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Jun 6 2025, 12:31 PM
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#43
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Senior Member
5,363 posts Joined: Apr 2005 From: กรุงเทพมหานคร BKK |
Kek u buy?
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Jun 6 2025, 12:35 PM
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Senior Member
3,970 posts Joined: Nov 2007 |
RM591.24m revenue.
U wan to question why they allowed to list? Other smaller companies also list already |
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Jun 6 2025, 12:50 PM
Show posts by this member only | IPv6 | Post
#45
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Junior Member
555 posts Joined: Aug 2013 From: Bolehland |
Woah
The fact that they generate half a billion in annual sales is crazy |
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Jun 6 2025, 12:52 PM
Show posts by this member only | IPv6 | Post
#46
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Junior Member
193 posts Joined: Jan 2022 |
Penipu scammer pun boleh IPO
Boleh land apa lan cau pun boleh |
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Jun 6 2025, 01:05 PM
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Senior Member
8,653 posts Joined: Sep 2005 From: lolyat |
QUOTE(pisces88 @ Jun 6 2025, 12:35 PM) RM591.24m revenue. Copy from deepseekU wan to question why they allowed to list? Other smaller companies also list already Here’s the **revenue breakdown** for Loob Berhad based on the prospectus: --- ### **1. Overall Revenue (FYE 30 June 2024)** - **Total Revenue**: **RM591.2 million** - Primarily driven by **Tealive** (bubble tea) and **Bask Bear** (café). --- ### **2. Revenue by Brand/Business Segment** #### **(A) Tealive (Bubble Tea)** - **Revenue**: **RM487.6 million** (82.4% of total revenue) - **Malaysia**: RM460.5 million (~94.5% of Tealive’s revenue). - **International**: RM27.1 million (~5.5%, from franchised/licensed stores). - **Key Drivers**: - Sales from **Corporate Stores** (547 outlets). - Franchise fees & raw material supply to **Franchised Stores** (284 in MY + 121 int’l). #### **(B) Bask Bear (Café)** - **Revenue**: **RM103.6 million** (17.5% of total revenue) - All revenue from Malaysia (135 stores). - Mix of dine-in and takeaway sales (toasties, coffee, etc.). #### **© SodaXpress & Others** - **Revenue**: **Negligible** (not separately disclosed, likely under RM1 million). - B2B sales of sparkling water machines (Malaysia/Indonesia). --- ### **3. Revenue by Source**
--- ### **4. Financial Trends (FY2022–FY2024)**
- **Tealive**: Steady growth (~9% CAGR). - **Bask Bear**: Exponential growth (3x expansion since 2022). --- ### **5. Margins & Profitability** - **Gross Profit Margin**: **65.7%** (FY2024), up from 61.1% (FY2022). - **Net Profit Margin**: **8.6%** (RM50.8 million PAT in FY2024). - **Key Costs**: - Raw materials (e.g., non-dairy creamer, fruit concentrates). - Labor & store rentals (high in urban areas like KL/Selangor). --- ### **6. Future Revenue Drivers** 1. **Tealive International Expansion**: 400+ new franchised stores (India/Thailand/UAE). 2. **Bask Bear Growth**: 20 new stores/year in Malaysia. 3. **FMCG Launch**: Instant 3-in-1 beverages (JV with Aik Cheong) targeting RM50m+ sales by 2026. --- ### **Key Takeaways** - **Heavy reliance on Tealive** (82% revenue), but Bask Bear is diversifying income. - **Franchising model** boosts margins (recurring fees + lower capex). - **Risks**: - **Tealive dependence** – Any brand issue could hurt 80% of revenue. - **Input cost inflation** (e.g., sugar, dairy). Would you like a deeper dive into geographic (state-wise) revenue or store-level performance metrics? |
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Jun 6 2025, 01:07 PM
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Junior Member
236 posts Joined: Sep 2008 |
no ppl want to list in Bursa, even a rm2 dollor shop can list as 1+ price,
what you expect? look back the past few years, bursa is just a tools for ppl to con the hopless M40 and T19 money... |
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Jun 6 2025, 01:08 PM
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#49
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Junior Member
773 posts Joined: Dec 2010 From: isudahinsap.flac |
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Jun 6 2025, 01:09 PM
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Junior Member
236 posts Joined: Sep 2008 |
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Jun 6 2025, 01:09 PM
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#51
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Junior Member
288 posts Joined: Jan 2010 |
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Jun 6 2025, 01:13 PM
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Junior Member
303 posts Joined: Aug 2005 |
plenty of recent listed IPO for few quaters all look nice after one year later all gg
ie, kuchingko (ipo open at 80 cent , now 10 cent) and others forgotten the name. |
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Jun 6 2025, 01:15 PM
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#53
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Senior Member
1,902 posts Joined: Sep 2012 |
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Jun 6 2025, 01:16 PM
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Junior Member
256 posts Joined: May 2014 |
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Jun 6 2025, 01:17 PM
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#55
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Senior Member
1,902 posts Joined: Sep 2012 |
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Jun 6 2025, 01:19 PM
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Senior Member
3,970 posts Joined: Nov 2007 |
QUOTE(bill11 @ Jun 6 2025, 01:13 PM) plenty of recent listed IPO for few quaters all look nice after one year later all gg which is why dont hold those new iPO more than 3 days.ie, kuchingko (ipo open at 80 cent , now 10 cent) and others forgotten the name. bill11 liked this post
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Jun 6 2025, 01:22 PM
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Senior Member
3,970 posts Joined: Nov 2007 |
QUOTE(yhtan @ Jun 6 2025, 01:05 PM) Copy from deepseek looks good on paper, big enough to list. infact i think they should list few years back, but probably wanna kasi the accounts cantik and compliance issue baru listHere’s the **revenue breakdown** for Loob Berhad based on the prospectus: --- ### **1. Overall Revenue (FYE 30 June 2024)** - **Total Revenue**: **RM591.2 million** - Primarily driven by **Tealive** (bubble tea) and **Bask Bear** (café). --- ### **2. Revenue by Brand/Business Segment** #### **(A) Tealive (Bubble Tea)** - **Revenue**: **RM487.6 million** (82.4% of total revenue) - **Malaysia**: RM460.5 million (~94.5% of Tealive’s revenue). - **International**: RM27.1 million (~5.5%, from franchised/licensed stores). - **Key Drivers**: - Sales from **Corporate Stores** (547 outlets). - Franchise fees & raw material supply to **Franchised Stores** (284 in MY + 121 int’l). #### **(B) Bask Bear (Café)** - **Revenue**: **RM103.6 million** (17.5% of total revenue) - All revenue from Malaysia (135 stores). - Mix of dine-in and takeaway sales (toasties, coffee, etc.). #### **© SodaXpress & Others** - **Revenue**: **Negligible** (not separately disclosed, likely under RM1 million). - B2B sales of sparkling water machines (Malaysia/Indonesia). --- ### **3. Revenue by Source** | **Source** | **Contribution** | **Details** | |--------------------------|------------------|------------| | **Corporate Stores** | ~60-65% | Direct sales from Tealive/Bask Bear company-owned outlets. | | **Franchise/License Fees** | ~15-20% | Royalties + supply of ingredients/packaging to franchisees. | | **Others** | ~15-20% | Includes management fees, marketing income, and FMCG trials. | --- ### **4. Financial Trends (FY2022–FY2024)** | **FYE 30 June** | **2022** (RM’m) | **2023** (RM’m) | **2024** (RM’m) | **CAGR** | |------------------|-----------------|-----------------|-----------------|----------| | **Tealive** | 412.2 | 448.8 | 487.6 | **8.8%** | | **Bask Bear** | 10.3 | 62.9 | 103.6 | **212%** *(rapid growth)* | | **Total Revenue**| 422.5 | 511.7 | 591.2 | **18.3%** | - **Tealive**: Steady growth (~9% CAGR). - **Bask Bear**: Exponential growth (3x expansion since 2022). --- ### **5. Margins & Profitability** - **Gross Profit Margin**: **65.7%** (FY2024), up from 61.1% (FY2022). - **Net Profit Margin**: **8.6%** (RM50.8 million PAT in FY2024). - **Key Costs**: - Raw materials (e.g., non-dairy creamer, fruit concentrates). - Labor & store rentals (high in urban areas like KL/Selangor). --- ### **6. Future Revenue Drivers** 1. **Tealive International Expansion**: 400+ new franchised stores (India/Thailand/UAE). 2. **Bask Bear Growth**: 20 new stores/year in Malaysia. 3. **FMCG Launch**: Instant 3-in-1 beverages (JV with Aik Cheong) targeting RM50m+ sales by 2026. --- ### **Key Takeaways** - **Heavy reliance on Tealive** (82% revenue), but Bask Bear is diversifying income. - **Franchising model** boosts margins (recurring fees + lower capex). - **Risks**: - **Tealive dependence** – Any brand issue could hurt 80% of revenue. - **Input cost inflation** (e.g., sugar, dairy). Would you like a deeper dive into geographic (state-wise) revenue or store-level performance metrics? |
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Jun 6 2025, 01:23 PM
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Junior Member
303 posts Joined: Aug 2005 |
QUOTE(nasiputih @ Jun 6 2025, 01:16 PM) https://www.kucingko.com/2d and 3d animation + advertising stuff ? last time even KJ promote it. even WISE also moved from UK to US to list IPO. nasiputih liked this post
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Jun 6 2025, 01:23 PM
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Senior Member
1,327 posts Joined: Jun 2019 |
most tealive that i know are quite dead. nowadays ppl prefer to drink mixue or chagee/beautea.
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Jun 6 2025, 01:24 PM
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Senior Member
3,970 posts Joined: Nov 2007 |
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