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STI to cross 3000 boosted by long-term investors Post Reply Rate topic
FlyingCat Master	14-Dec-2021 14:13        FlyingCat About Contact  Quote this Post!
x 0   x 0  Alert Admin	burnt.... really burnt.. blue chip??? old school stock... die max stansays      ( Date: 14-Dec-2021 11:00) Posted: Hesitant to load again. OUCH ozone2002      ( Date: 14-Dec-2021 10:22) Posted: Last:2.92        -0.03 just got that sinking feeling reopening of borders will be mid 2022 still 6 months away BBs happily pushing down stock to collect cheap b4 the reopening Gd luck dyodd
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stansays Member	14-Dec-2021 11:00        stansays About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hesitant to load again. OUCH ozone2002      ( Date: 14-Dec-2021 10:22) Posted: Last:2.92        -0.03 just got that sinking feeling reopening of borders will be mid 2022 still 6 months away BBs happily pushing down stock to collect cheap b4 the reopening Gd luck dyodd ozone2002      ( Date: 08-Dec-2021 13:19) Posted: Maxed out buying at Low $3s waiting for blood on the streets situation to recover gd luck dyod
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ozone2002 Supreme	14-Dec-2021 10:22        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:2.92        -0.03 just got that sinking feeling reopening of borders will be mid 2022 still 6 months away BBs happily pushing down stock to collect cheap b4 the reopening Gd luck dyodd ozone2002      ( Date: 08-Dec-2021 13:19) Posted: Maxed out buying at Low $3s waiting for blood on the streets situation to recover gd luck dyodd vivacious      ( Date: 08-Dec-2021 11:46) Posted: r u vested
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b888sg Senior	13-Dec-2021 15:03        b888sg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy a little today.
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FlyingCat Master	13-Dec-2021 10:54        FlyingCat About Contact  Quote this Post!
x 0   x 0  Alert Admin	being a long time that i have seen a stock then keep droppinh for like 6 mths??
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MARKWONG Senior	09-Dec-2021 21:30        MARKWONG About Contact  Quote this Post!
x 0   x 0  Alert Admin	today SGX short volume report shows the short volume today very heavy for this counter.  sign. Do not know when china border can be reopened with HK.
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halleluyah Supreme	09-Dec-2021 17:02        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	tampines giant much lesser ppl liao compare to number of years ago. seems like change managemnet, px of some gds much higher than ntuc n ss....displaying of fruits also not tat much... des_khor      ( Date: 08-Dec-2021 11:50) Posted: Why share price keep going down ? We can go to Giant and Guardian to take a look .... the answer is there !
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FlyingCat Master	09-Dec-2021 15:57        FlyingCat About Contact  Quote this Post!
x 0   x 0  Alert Admin	unbelievably oversold
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Boatman Master	09-Dec-2021 14:53        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	seriosly oversold
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vivacious Supreme	09-Dec-2021 11:39        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	OVERSOLD
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Boatman Master	09-Dec-2021 11:34        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	buy now
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ozone2002 Supreme	08-Dec-2021 13:19        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Maxed out buying at Low $3s waiting for blood on the streets situation to recover gd luck dyodd vivacious      ( Date: 08-Dec-2021 11:46) Posted: r u vested? ozone2002      ( Date: 03-Dec-2021 12:07) Posted: Last:3.03        +0.04 discount at supermarket below $3 continue to accumulate on dip gd luck dyodd
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n3wbie Elite	08-Dec-2021 11:55        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	UOBKH has just lowered their TP today to $3.60 from $4.53 while maintaining " Buy" rating.  des_khor      ( Date: 08-Dec-2021 11:50) Posted: Why share price keep going down ? We can go to Giant and Guardian to take a look .... the answer is there !
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des_khor Supreme	08-Dec-2021 11:50        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	Why share price keep going down ? We can go to Giant and Guardian to take a look .... the answer is there !
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vivacious Supreme	08-Dec-2021 11:46        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	r u vested? ozone2002      ( Date: 03-Dec-2021 12:07) Posted: Last:3.03        +0.04 discount at supermarket below $3 continue to accumulate on dip gd luck dyodd ozone2002      ( Date: 24-Nov-2021 14:13) Posted:   Last:3.21        +0.04 suddenly ran up, that was quick gd luck dyodd
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ozone2002 Supreme	08-Dec-2021 11:38        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Dairy Farm Int&rsquo l Holdings (DFI SP) China Malaise Not Confined To The Tech Sector WHAT&rsquo S NEW N o t e s Wednesday, 08 December 2021   KEY FINANCIALS Year to 31 Dec (US$m) Net turnover EBITDA Operating profit 426 Net profit (rep./act.) 324 Net profit (adj.) 324 EPS (US$ cent) 23.9 PE (x) 12.7 P/B (x) 3.4 EV/EBITDA (x) 3.5 Dividend yield (%) 6.9 Net margin (%) 2.9 Net debt/(cash) to equity (%) 67.9 Interest cover (x) 9.0 ROE (%) 27.7 Consensus net profit - UOBKH/Consensus (x) - Source: Dairy Farm Intl Holdings, Bloomberg, UOB Kay Hian 4.50 4.00 3.50 3.00 2.50 4 3 Vo l u m e ( m ) 2 1 0 110 100 90 80 70 60 Dec 21 2019 2020 2021F 2022F 2023F 9,802 9,939 1,373 1,392 393 398 220 284 220 284 BUY (Maintained) Share Price Target Price Upside (Previous TP COMPANY DESCRIPTION US$3.04 US$3.60 +18.3% US$4.53)   The high base in 2020, which was positively affected by panic spending and   government support, means that DFI has a tough act to follow. Increased levels of   competition in China have hurt its key associate Yonghui, and positive yoy   performances from some of its segments do not appear to be able to rescue its 2021   numbers. We believe 2021 earnings downgrades have hit a trough and investors should   be rewarded over the next few months. Maintain BUY. Target price lowered to US$3.60. &bull 2020&rsquo s high base is a tough act to follow. Thus far in 2021, Dairy Farm International&rsquo s (DFI) operational performance, and its share price performance as a result, has been underwhelming to say the least. In 2H21 to date, its share price decline of nearly 29% has mirrored the drawdown in China&rsquo s tech sector. This can be partly explained by the poor performance of its Yonghui Superstores associate in China (DFI&rsquo s stake: 21.08%) which reported a loss of over Rmb1b in 3Q21 alone, and a loss of Rmb2.2b for 9M21 due to intense competition for the grocery dollar in that country. The lack of open borders between Hong Kong and China has also resulted in poor results from its health & beauty and grocery retail businesses in Hong Kong. &bull In our view, the poor 2021 results should be priced in. We believe that DFI&rsquo s anticipated poor performance for the upcoming 2021 results season is largely priced in. With consensus having already downgraded earnings by > 50% in the past 3-4 months, and earnings likely to trough in 2021 in our view, we expect DFI&rsquo s share price to re-rate in the next few months once the 2022 earnings growth comes into view. The company has in place its &ldquo multi-year transformation programme&rdquo and remains encouraged by the momentum of the progress, though the market will still need to see evidence of this in the near to medium term. &bull 3Q21 was weaker than expected. In its 3Q21 business update, DFI presented a mixed view of its businesses with revenue for the convenience segment, Maxim&rsquo s and Yonghui performing better on a yoy basis &ndash however as indicated above, the competition in China has materially degraded Yonghui&rsquo s margins with no guidance from management as to when this will turn around. On the negative side, the grocery, health & beauty and home furnishings segments were worse off vs 3Q20, although it appears that vs 1H21, the convenience and health & beauty segments were stronger. DFI operates and manages retail stores in over 12 markets and four divisions, namely food, health & beauty, home furnishings and restaurants (associate level). STOCK DATA GICS sector Bloomberg ticker: Shares issued (m): Market cap (US$m): Market cap (US$m): 3-mth avg daily t' over (US$m): Price Performance (%) 52-week high/low 1mth 3mth (10.9) (15.6) Major Shareholders Jardine Matheson 6mth (30.9) 1yr (25.1) YTD (27.1) % 77.58 1.00 0.68 FY21 NAV/Share (US$) FY21 Net Debt/Share (US$) PRICE CHART (lcy) DAIRYFARMINTLHLDGSLTD 5.00 Consumer Staples DFI SP 1,352.9 4,112.8 4,112.8 2.2 US$4.70/US$3.32 DAIRYFARMINTLHLDGSLTD/FSSTIINDEX (%) 120   11,192 1,428 1,372 1,353 10,269 9,657   388 387 271 110 271 110 20.0 8.1 15.2 37.4 3.1 3.0 3.7 3.7 5.4 3.9 2.6 1.1 61.8 67.7 9.6 9.0 21.4 8.2 - 146 - 0.75 Dec 20 Feb 21 Apr 21 Jun21 Aug21 Oct 21 16.2 18.7 2.9 3.7 5.4 2.2 64.7 8.6 15.8 245 0.89 21.0 14.5 2.7 3.6 5.4 2.9 55.7 9.1 19.4 331 0.86
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ozone2002 Supreme	03-Dec-2021 12:07        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:3.03        +0.04 discount at supermarket below $3 continue to accumulate on dip gd luck dyodd ozone2002      ( Date: 24-Nov-2021 14:13) Posted:   Last:3.21        +0.04 suddenly ran up, that was quick gd luck dyodd ozone2002      ( Date: 23-Nov-2021 19:10) Posted: Last:3.17        -0.04 supermarket conglomerate on sale at discounted prices every biz has its downs as well as ups get a good biz at cheap price and ride it out to enjoy the good times gd luck dyodd
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vivacious Supreme	02-Dec-2021 09:38        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	aiyo below $3. No point crying over spilt milk (no pun intended). my 3 lots @337 become long term liao
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ahbui8 Master	30-Nov-2021 19:28        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ex CEO of Walmart joining DF, looking good to enter again 😀
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vivacious Supreme	30-Nov-2021 17:41        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	looking ripe for buy over liao
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