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DAIRY FARM INTERNATIONAL Post Reply Rate topic
des_khor Supreme	12-Aug-2021 19:44        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
x 0   x 0  Alert Admin	Reached support level ... don?t know can hold or not ? Even Jardine CC with improved profit also kenal sell down ! des_khor      ( Date: 31-Jul-2021 22:28) Posted: Support I think is 3.72 and 3.50 .
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MARKWONG Senior	12-Aug-2021 19:41        MARKWONG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Really Jia lat , everyday falling
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des_khor Supreme	04-Aug-2021 13:08        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
x 0   x 0  Alert Admin	Almost all Jardine counters down ...
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ozone2002 Supreme	04-Aug-2021 12:48        ozone2002 About Contact  Quote this Post! Style: Technical
x 1   x 0  Alert Admin	Dairy Farm International (DFI SP): Technical rebound in the cards   &bull BUY Entry &ndash 3.65 Target &ndash 3.98 Stop Loss &ndash 3.55 &bull Dairy Farm International and its associates and joint ventures operate more than 10,000 outlets and employ some 230,000 employees. The group&rsquo s annual sales exceeded US$28bn in 2020. Some of its brands include Giant, Cold Storage, Market Place, 7-Eleven, mannings, guardian and Ikea (HK, China, Indonesia, Taiwan). DFI is a member of the Jardine Matheson Group. &bull Disappointing 1H2021 earnings. Shares has been under intense selling pressure after it reported a disappointing set of 1H2021 earnings last week. Net income for the first half dropped 85% YoY to US$17mn on the back of weaker sales. It cut its interim dividend to 3.00 US cents from 5.00 US cents in the year before. Furthermore, the group expects 2H to likely remain challenging. &bull Bearish analysts outlook. With the recent earnings miss, analysts have downgraded their recommendations on the company. There are currently 5 HOLDS and 4 BUYS. Credit Suisse and   Macquarie recently downgraded their recommendations to neutral and lowered their TPs to S$4.10 and S$3.50 respectively. Overall consensus TP is now lowered to US$4.22, a 17% downgrade from the average TP of US$5.06 in July 2021. &bull We think all the bad news is priced in and it&rsquo s technically due for a rebound. Shares are looking oversold with RSI < 30. Shares have historically tended to rebound when RSI drops below 30. We believe all the negative factors have been priced in, given that its shares have been on a continual decline since June 2021, correcting by as much as 16%. Shares are now trading at their lowest since March 2020, when it was sold off at the start of the Covid-19 pandemic.
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chartistkao1 Supreme	03-Aug-2021 08:55        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	be very fearful when this fund managers were buying dairy fund from 2014 to 2019 and be very very very very greedy when they are all selling in herd in aug 2021...buy at your own comfort!
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chartistkao1 Supreme	03-Aug-2021 08:52        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	ANALYSTS have cut their calls on Sheng Siong Group and Dairy Farm International, after the retailers posted a drop in net profits in the half-year ended June 30. RHB downgraded supermarket operator Sheng Siong to " neutral" from " trading buy" and slashed its target price by S$0.34 to S$1.61. Phillip Securities trimmed its target price slightly to S$1.69 from S$1.71 previously, but maintained its " accumulate" call on the back of record-high gross profit margins in Q2. Maybank Kim Eng, meanwhile, initiated coverage on Sheng Siong with a " sell" recommendation and a target price of S$1.33.   Shares of Sheng Siong closed at S$1.54 on Monday, down three Singapore cents or 1.91 per cent. SEE ALSO Brokers' take: Hongkong Land upgraded to ' buy' amid upbeat office market sentiment Stay updated with BT newsletters     By signing up, you agree to our Privacy Policy and Terms and Conditions. Your feedback is important to us Tell us what you think. Email us at [email protected]   Sheng Siong last year saw a surge in its top line amid a supermarket dash for groceries and essentials at the start of Singapore' s " circuit breaker" to curb Covid-19 infections. But the group reported an 11.9 per cent drop in net profit to S$65.9 million, for H1 ended June 30, as revenue fell 8.8 per cent off the high base a year ago to S$681.7 million. The way Maybank Kim Eng analyst Kareen Chan sees it, Sheng Siong' s " best days are over" . " More people will dine out as the ban should be lifted in Q4 once vaccination rate passes 80 per cent in the city," Ms Chan said. RHB analyst Jarick Seet is expecting sales and profitability to further normalise when borders reopen and more people resume their travel plans. He also said Sheng Siong' s pace of expansion could slow: " Sheng Siong typically opens three to five new outlets each year, but this pace should slow down this year due to the slower pace of construction, and previous delays in building activities causing job backlogs to pile up." On the plus side, Sheng Siong has managed to improve its margins in spite of the revenue fall. Phillip Securities analyst Paul Chew noted that gross margins of 28.9 per cent in Q2 surpassed their previous high of 28.1 per cent at the height of the pandemic in Q2 2020. Sheng Siong' s gross profit margin hit 28.2 per cent for H1, up 0.6 percentage point from the six-month period a year ago. " Margin expansion was driven by a higher mix of fresh-food sales and house brands," Mr Chew said. " Gross margins at 28 per cent could be the new norm as fresh foods and house brands gain further traction." Maybank KE' s Ms Chan has forecasted a 7 per cent year-on-year decline in Sheng Siong' s FY2022 earnings per share. Over at Dairy Farm, DBS has downgraded its call to " hold" from " buy" and lowered its target price on the counter to US$3.96 from US$4.78. CGS-CIMB downgraded its call on the counter to " hold" from " add" , and lowered its target price to US$4 from US$5.40. Shares of Dairy Farm closed at US$3.69 on Monday, down US$0.07 or 1.86 per cent. The group on Thursday posted a 69.5 per cent on-year decrease in net profit for the half-year period ended June 30 As with Sheng Siong, DBS analyst Yong Woon Bing expects Dairy Farm will face a normalisation of grocery retail demand in its key markets of Hong Kong and Singapore. And although its convenience stores segment rebounded in H1 2021 amid a stable pandemic situation in China, a recent spike in Covid-19 cases in the country may create risks of another lockdown and dampen sales once again, Mr Yong said. The group' s online channel, Yonghui Superstores, also saw lower margins amid stronger online competition. And supermarket sales in Indonesia have been hit by consumers who switched to minimart chains amid a surge in Covid-19 cases, he added. A continuing lack of Chinese tourist arrivals in Hong Kong is another challenge for Dairy Farm, said CGS-CIMB, analyst Ong Khang Chuen. He has also lowered his expectations on the pace of Dairy Farm' s margin recovery as the group undertakes more price investment campaigns.
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ahbui8 Master	02-Aug-2021 16:46        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Predict it' s will be out of STI components on Sep review. If that happened, below $3 is possible. Stocksguru      ( Date: 02-Aug-2021 16:38) Posted: They more to cater for x-pat due they price higher than SS or NTUC ahbui8      ( Date: 02-Aug-2021 16:29) Posted: More to fall, revenue decline, profit decline. At least need a year to have a clear picture. SG market they are confirm losing out to sheng siong
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chartistkao1 Supreme	02-Aug-2021 16:45        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	early morning trade the angmos fun managers naked shorted dairy farm once its share melt to chocolate they cover back in the late noon
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Stocksguru Master	02-Aug-2021 16:38        Stocksguru About Contact  Quote this Post!
x 0   x 0  Alert Admin	They more to cater for x-pat due they price higher than SS or NTUC ahbui8      ( Date: 02-Aug-2021 16:29) Posted: More to fall, revenue decline, profit decline. At least need a year to have a clear picture. SG market they are confirm losing out to sheng siong
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chartistkao1 Supreme	02-Aug-2021 16:37        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.londonstockexchange.com/stock/TSCO/tesco-plc/company-page
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chartistkao1 Supreme	02-Aug-2021 16:33        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://en.wikipedia.org/wiki/Woolworths_Group_(Australia) Woolworths share aud 39.36
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ahbui8 Master	02-Aug-2021 16:29        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	More to fall, revenue decline, profit decline. At least need a year to have a clear picture. SG market they are confirm losing out to sheng siong
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chartistkao1 Supreme	02-Aug-2021 16:28        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://switzer.com.au/the-experts/paul-rickard/woolies-shows-again-why-backing-the-number-one-is-the-best-strategy/
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chartistkao1 Supreme	02-Aug-2021 16:27        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.smh.com.au/business/woolies-circles-warehouse-20060928-gdohcs.html
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chartistkao1 Supreme	02-Aug-2021 16:22        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.todayonline.com/business/temasek-makes-s72b-investment-watson
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chartistkao1 Supreme	02-Aug-2021 16:19        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.mingtiandi.com/real-estate/crelist/tencent-said-vying-to-buy-3b-watsons-stake-and-more-asia-real-estate-headlines/
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chartistkao1 Supreme	02-Aug-2021 16:17        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.standard.co.uk/news/uk/morrisons-singapore-rice-b948025.html it will be dairy farm turn soon looking at what is happening now
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chartistkao1 Supreme	02-Aug-2021 16:14        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.streetinsider.com/Analyst+PT+Change/Credit+Suisse+Downgrades+Dairy+Farm+International+Holdings+Limited+%28D01%3ASI%29+%28DFIHY%29+to+Neutral/18751067.html?classic=1 the angmos FM is selling them but the local one is buying them now
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chartistkao1 Supreme	02-Aug-2021 16:07        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://secure.fundsupermart.com/fsm/stocks/factsheet/SGX.D01/DairyFarm-USD
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chartistkao1 Supreme	02-Aug-2021 16:03        chartistkao1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://finance.yahoo.com/quote/DFILF/
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