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DAIRY FARM INTERNATIONAL
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ozone2002
Supreme |
27-Jul-2020 20:04
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Last:4.28  +0.05Technicals oversold, turning the bottom, upside coming gd luck dyodd
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des_khor
Supreme |
24-Jul-2020 23:55
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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Keep going lower from over $10 ! Dividend yield more than 5% ...
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ozone2002
Supreme |
24-Jul-2020 23:51
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Last:4.23  -0.08testing major support looking to load on the cheap gd luck dyodd
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TA_Expert
Supreme |
24-Jul-2020 23:37
Yells: "The World has changed" |
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Maybe not related to some big shot, so share price not supported.
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des_khor
Supreme |
24-Jul-2020 21:17
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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Any idea why this one perform badly than Sheng Shiong ? | ||||
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ozone2002
Supreme |
02-Jul-2020 10:16
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Last:4.65  +0.07china passed security law in HK there will be more chaos not sure y dairy farm is gg up gd luck dyodd |
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ozone2002
Supreme |
02-Jun-2020 10:31
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Last:4.47 Vol:81k +0.04 lovely rally as predicted touched support n went up gd luck dyodd
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xxadidasxx
Veteran |
28-May-2020 09:39
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Chiong ah | ||||
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ozone2002
Supreme |
28-May-2020 09:21
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Last:4.25 Vol:58k  -0.01after touchiing support at $4.22 it bounce all the way up Gd luck Dyodd |
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LowLow12
Elite |
27-May-2020 16:52
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Good pillow stock
Close eyes and buy for old age |
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vivacious
Supreme |
27-May-2020 16:29
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still sliding... | ||||
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xxadidasxx
Veteran |
27-May-2020 16:20
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Nowdays market dun really make sense. Haha
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vivacious
Supreme |
27-May-2020 16:02
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was looking at this...been sliding down the past week...wondering wat the reason was
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xxadidasxx
Veteran |
27-May-2020 16:00
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Pick up some 4.28 seems value target 4.5 | ||||
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vivacious
Supreme |
22-May-2020 15:42
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any thoughts on this stk? | ||||
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satruz
Master |
08-Apr-2020 02:10
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Good run-up today 👍 | ||||
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HTHT1989
Senior |
27-Mar-2020 10:08
Yells: "Huat ah!" |
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Go back $4.20 I buy again. It alr broke thru last resistance price at $4.17 | ||||
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TA_Expert
Supreme |
26-Mar-2020 12:24
Yells: "The World has changed" |
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No need DBS analyst to tell you. It is no brainer that supermarkets do not benefit from the health crisis after those panic buying we have seen so far. The selldown was primarily because funds need to conserve capital and initiated by their clients, nothing to do with fundamentals such as supermarket profitablity will be down due to the outbreak. |
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Joelton
Supreme |
26-Mar-2020 09:42
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Worsening virus outbreak a reason to cash in on these two supermarket stocks: DBSUma Devi 25/03/2020, 11:32am SINGAPORE (Mar 25): With the escalating Covid-19 outbreak and more social distancing restrictions in place, there is good reason to believe that grocery retail stocks are rare beneficiaries of the situation. Analysts at DBS Group Research believe that supermarket sales will continue to rise as customers are forced to spend more time at home. In fact, random instances of panic buying are also likely to emerge, which will further bolster these stocks. In a Wednesday report, DBS analyst Alfie Yeo believes that Dairy Farm International (DFI) is one stock to watch. With its share price having plunged some 22% since Mar 6, Yeo attests that the counter is now not only &ldquo attractively valued&rdquo , but also has a dividend yield of more than 5% with a low risk of a dividend per share (DPS) cut. &ldquo Given that earnings would be supported by brisk sales during the Covid-19 outbreak, we believe downside for the stock is limited,&rdquo says Yeo. &ldquo A prolonged outbreak would continue to sustain demand for food and healthcare products as well,&rdquo he adds. As retailers around the world fall prey to supply chain disruptions, Yeo argues that DFI could well be a rare exception as its suppliers have varied procurement sources and are flexible enough to switch products or sources when required. To be sure, the group&rsquo s appointment of a new CEO had marked the beginning of a revamp. &ldquo Following the appointment of new CEO Ian McLeod in 2HFY2017, DFI&rsquo s management strategy includes building up its management capability, growth in China, maintaining a strong position in Hong Kong, revitalising Southeast Asia, and driving digital innovation,&rdquo says Yeo, adding that the group has already shuttered several underperforming and loss-making supermarket and hypermarket stores, mainly in Malaysia, Singapore and Indonesia. &ldquo We expect store performance to improve especially in Southeast Asia, as the new CEO implements plans including product range expansion, space management, pricing strategy, consolidated sourcing,&rdquo shares Yeo. However, Yeo is choosing to remain fairly cautious on this development for the time being, as these strategies will take time to implement and reap benefits. The brokerage is raising DFI&rsquo s FY2020-FY2021 earnings by 3% each, on the back of expectations that sales are going to be brisk for the group&rsquo s supermarket, and health and beauty segments. The brokerage has also raised its sales per store assumptions to reflect better demand for supermarket and healthcare products, and has increased its associates/JV estimates on the back of better performance and contributions from the group&rsquo s Yonghui superstores. &ldquo We believe any share price upside will be driven by earnings recovery over the longer term. Upside risk on the stock is based on DFI&rsquo s ability to turn in more efficient operations to drive earnings growth,&rdquo says Yeo. Another stock the brokerage is bullish on is supermarket operator Sheng Siong Group (SSG), and are banking on resilient sales for the group as more people are forced to stay home. DBS has revised its earnings forecast by 3-11% to factor in a strong performance of the group&rsquo s new stores. Yeo notes that SSG has an 18% slice of the local grocery retail market pie, and is also the second largest mass-market supermarket player behind NTUC Fairprice &ldquo We see Sheng Siong as a key direct beneficiary of supermarket demand in Singapore with almost all its earnings contribution derived domestically in Singapore,&rdquo says Yeo. In addition, Yeo identifies that Sheng Siong is among the few market players who are almost immune to external forces. With some 99% exposure to Singapore and only 1% of operations in China, Yeo says the group is well-placed to deal with the external shocks. &ldquo [SSG is] immune to China from which it receives very little contribution,&rdquo says Yeo. &ldquo Supermarket retail sales improved during SARS in 2003, and locals seeking to avoid crowds would support supermarket sales,&rdquo he adds. DBS has &ldquo buy&rdquo calls on both Dairy Farm International and Sheng Siong Group with respective target prices of US$4.70 and $1.45. The brokerage has also identified the duo as its top picks for the sector in light of their defensive plays and resilient demands. As at 11.19am, shares in Dairy Farm International are trading six cents higher, or 1.52% up, at US$4.02, while shares in Sheng Siong Group are trading flat at $1.10. https://www.theedgesingapore.com/capital/brokers-calls/worsening-virus-outbreak-reason-cash-these-two-supermarket-stocks-dbs |
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HTHT1989
Senior |
19-Mar-2020 10:10
Yells: "Huat ah!" |
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bro, i first bought in at $6.90. avg down 8 times till $5... lmao. when it rebounces back at $5.50 onwards I will start to sell little by little if i need the cash
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