| Latest Forum Topics / Duty Free Intl Last:0.069 -- |
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link to SARS FLU VIRUS like MEDTECS
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dragonboy76
Master |
01-Dec-2017 11:28
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Keep dropping. Any reason? | ||||
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dragonboy76
Master |
01-Dec-2017 08:56
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there is an announcement yesterday mentioning HAP has exercised the 2nd tranche call option, acquiring 5% of DFZ at EUR 9.85 mil for 10,498,191 shares (ie: approx SGD 0.66 / share) Am i reading correctly? |
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tonylim70
Veteran |
29-Nov-2017 23:29
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very obvious is BBs tactics to accumulate cheap by placing huge sell queues and selling from " right hand to left hand" , aka placing a large buy orders followed by a huge sell order ==> Net results is really nothing traded but it gives the impression there is a selldown and scare the hell out of small investors to dump the shares cheaply to them. Same old tactics used by BBs. When they have accumulated enough, the reverse takes place usually just BEFORE the release of the financial results which will be good. Then when the good results annouced , they can easily push the share price up again and then at a certain level, they will dump IF the company does not continue to give good results. BUT i 100% sure duty free results is only one way and that is UP. Buy with the BBs, sell with the BBs
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mogambo
Senior |
29-Nov-2017 23:07
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accumulating more with the BB' s ... added more yesterday and today as part of my long term investment here. I am happy I am getting it cheaper and cheaper with majority 97% of retail investors are panicking and selling cheap , cheap , cheap. Added more after going through the deep down fabulous analysis done by Eric Ong on Investing note site. Here is the gist of his analysis copied and pasted for the balance you can go and download his analysis and go through it for your own reference and building up your confidence levels. As value investors, we constantly ask whether the business fundamentals have changed. What are DFI&rsquo s moat and competitive strength? Is DFI management returning value to shareholders? Is DFI strategizing to grow and improve the business? We underline our key thesis for DFI below: 1. DFI Business model a. Strong Moat b. Surpass key competitor i.e Malaysia Airport Berhad in the duty free segment. 2. Heinemann Minority Stake in DFI a. Heinemann as a well established global player in duty free b. 3 areas of benefits to reap in i. Revenue growth ii. Cost Management and iii. Capital Management c. DFI Cash Conversion Cycle improvement 3. Maximizing shareholder value a. History of consistent dividend b. History of share buybacks c. Strong institutional presence in DFI 4. Triple Whammy to DFI a. Thai Malaysia Border Flooding b. Demise of Thai Royalty King Bhumibol c. GST implementation 5. Mentionable Macroeconomic factors to DFI a. MYR / USD Decline b. Tourist trends 6. Conclusion
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tonylim70
Veteran |
28-Nov-2017 15:39
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BBs at work. they are pressing down the price to accumulate cheap. Dun worry, there are many share price catalysts and one of them already happening ==> 1) strengthening of Ringgit. 2) And the mother share price may be pushed up for the BBs to offload their warrants (conversion price of 43 cents) 3) Duty free international piece of huge land parcel has the potential of huge gain. https://www.thestar.com.my/business/business-news/2017/10/30/budget-2018-positive-for-consumer-construction-tourism/ What is new in Budget 2018 is the development of a Special Border Economic Zone in Bukit Kayu Hitam, which the research house believes is part of a larger plan following the Second Finance Minister&rsquo s working visit to Thailand in September 2017.
&ldquo Beneficiary, we believe, will be Atlan which has a duty-free outlet at Bukit Kayu Hitam and 772 acres of land, ripe for development,&rdquo said Maybank Research. Read more at https://www.thestar.com.my/business/business-news/2017/10/30/budget-2018-positive-for-consumer-construction-tourism/#BDbwOKeBsS0uT6Y2.99
Atlan is parent of Duty free international
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tonylim70
Veteran |
28-Nov-2017 15:31
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https://www.nextinsight.net/forum/3-sgx-stocks/14320-duty-free-international-52-weeks-low-and-heinemann-partnership?limitstart=0 |
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tonylim70
Veteran |
28-Nov-2017 15:30
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 The not so good result was due to the weak ringgit previously. Now with ringgit stronger, we expect coming results to be good. |
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tipper
Senior |
28-Nov-2017 15:27
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Share artificially prop up by share buyback. If no share buyback, it may drop even further. | ||||
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tonylim70
Veteran |
28-Nov-2017 15:25
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You are wrong. The strenghtening of Ringgit is GOOD for duty free international. 1) They buy their goods in USD. So now is cheaper for them since Ringgit is stronger ==> Lower costs 2) Ringgit strengthening is due to the improved economy of Malaysia and thus Malaysian consumer will spend more. 3) Ringgit stronger means they are able to pay more dividends as their profit is in Ringgit thus when they convert to SGD , singapore investors will receive higher dividends. The current share price is manipulated by BBs to press down the share price for accumulation for the coming financial report which will be good due to the strengthening of ringgit. The next financial report is due Jan 2018.
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halleluyah
Supreme |
28-Nov-2017 15:03
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In jan, gov imposed tax hike....rev n profit down....tis 2 mth ringgit strengthen quite a lot, thus might hurt sales....plus bad mkt sentiment....dyodd
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angmohlin
Veteran |
28-Nov-2017 14:58
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NAV 16 cents, EPS about 2 cents so PE 13.5 times, DPS 1.6 cents yield about 5.9%. I am wondering why share price has been keep on dropping, very strange.
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alexchew
Master |
28-Nov-2017 14:38
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what will happen when share buyback stops is e question.. Is it a fair value now i am struggling to understand currently.
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angmohlin
Veteran |
28-Nov-2017 14:22
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The management has spent $3.17 million to buy back 10.45 million shares between July - Sept also unable to push up share price. DFI is a cash rich company. |
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