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 Topkek Bursa allowing Tealive to IPO soon, another pump & dump by Creador?

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keyser soze
post Jun 6 2025, 12:23 PM

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belum chap lup ke?
Chowda
post Jun 6 2025, 12:30 PM

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Looking at Baskbear a d Tealive in Kuching, don't see high returns for this

Let the institutions prop up the price.
teehk_tee
post Jun 6 2025, 12:31 PM

ไม่เป็นไร
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Kek u buy?
pisces88
post Jun 6 2025, 12:35 PM

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RM591.24m revenue.

U wan to question why they allowed to list? Other smaller companies also list already
ketupatlazat
post Jun 6 2025, 12:50 PM

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Woah

The fact that they generate half a billion in annual sales is crazy
empstar2
post Jun 6 2025, 12:52 PM

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Penipu scammer pun boleh IPO

Boleh land apa lan cau pun boleh
yhtan
post Jun 6 2025, 01:05 PM

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QUOTE(pisces88 @ Jun 6 2025, 12:35 PM)
RM591.24m revenue.

U wan to question why they allowed to list? Other smaller companies also list already
*
Copy from deepseek

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**
**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?
cloudwan0
post Jun 6 2025, 01:07 PM

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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...
DValentine
post Jun 6 2025, 01:08 PM

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QUOTE(dlwk1988 @ Jun 6 2025, 09:21 AM)
Tealive business drop a lot dur to mixue betul kah?
*
QUOTE(DarkAeon @ Jun 6 2025, 09:22 AM)
u can visit the branches near u to see yourself

in my area, mixue usually packed
*
mixue, zus kopi hit it hard
cloudwan0
post Jun 6 2025, 01:09 PM

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QUOTE(pisces88 @ Jun 6 2025, 12:35 PM)
RM591.24m revenue.

U wan to question why they allowed to list? Other smaller companies also list already
*
if every year you pocket 591m, will you still list?
Jigoku
post Jun 6 2025, 01:09 PM

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QUOTE(Emily Ratajkowski @ Jun 6 2025, 09:23 AM)
he can ipo, you don't have to subscribe kan?

you subscribe then you letting that guy cash out je.
*
There will be a lot of scam/investment guru tell you to beli for sure and people will buy
bill11
post Jun 6 2025, 01:13 PM

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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.
JimbeamofNRT
post Jun 6 2025, 01:15 PM

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QUOTE(dlwk1988 @ Jun 6 2025, 09:21 AM)
Tealive business drop a lot dur to mixue betul kah?
*
this. and due to other competitors namely chagee
nasiputih
post Jun 6 2025, 01:16 PM

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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

ie, kuchingko (ipo open at 80 cent , now 10 cent) and others forgotten the name.
*
kuchingko sell wat? satay kucchingko?
JimbeamofNRT
post Jun 6 2025, 01:17 PM

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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

ie, kuchingko (ipo open at 80 cent , now 10 cent) and others forgotten the name.
*
but not 99 speedmart

now stand at rm2.11
pisces88
post Jun 6 2025, 01:19 PM

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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

ie, kuchingko (ipo open at 80 cent , now 10 cent) and others forgotten the name.
*
which is why dont hold those new iPO more than 3 days.
pisces88
post Jun 6 2025, 01:22 PM

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QUOTE(yhtan @ Jun 6 2025, 01:05 PM)
Copy from deepseek

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**
| **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?
*
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 list
bill11
post Jun 6 2025, 01:23 PM

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QUOTE(nasiputih @ Jun 6 2025, 01:16 PM)
kuchingko sell wat? satay kucchingko?
*
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.
Matchy
post Jun 6 2025, 01:23 PM

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most tealive that i know are quite dead. nowadays ppl prefer to drink mixue or chagee/beautea.
pisces88
post Jun 6 2025, 01:24 PM

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QUOTE(cloudwan0 @ Jun 6 2025, 01:09 PM)
if every year you pocket 591m, will you still list?
*
he doesnt pocket that much . net profit is 50m.

u guess how much more he gets when he list? laugh.gif

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